Recent Quarter Total Invested
$1.30 B
Recent Quarter Institutional Ownership Percentage
87.33%
Total Invested of Last Quarter
$1.17 B
Ownership Percentage of Last Quarter
86.97%
Pathward Financial, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK INC. | 08/13/2024 | 3.67 M | $207.41 M | -3.04% | 14.50% |
| VANGUARD GROUP INC | 08/13/2024 | 1.92 M | $108.88 M | -4.70% | 7.61% |
| FMR LLC | 08/13/2024 | 1.92 M | $108.63 M | 3.36% | 7.60% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 1.50 M | $84.90 M | -0.72% | 5.94% |
| STATE STREET CORP | 08/14/2024 | 1.26 M | $71.22 M | -1.48% | 4.98% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 680,948 | $38.53 M | 3.61% | 2.69% |
| NANTAHALA CAPITAL MANAGEMENT, LLC | 08/20/2024 | 541,433 | $30.63 M | -47.01% | 2.14% |
| AMERICAN CENTURY COMPANIES INC | 08/07/2024 | 504,708 | $28.55 M | 20.41% | 2.00% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 499,023 | $28.23 M | -26.94% | 1.97% |
| MORGAN STANLEY | 10/17/2024 | 396,400 | $22.42 M | 17.25% | 1.57% |
| JPMORGAN CHASE & CO | 08/12/2024 | 391,575 | $22.15 M | -20.19% | 1.55% |
| PHILOSOPHY CAPITAL MANAGEMENT LLC | 08/15/2024 | 353,662 | $20.01 M | -17.79% | 1.40% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/14/2024 | 353,244 | $19.98 M | 42.84% | 1.40% |
| ALTA FOX CAPITAL MANAGEMENT, LLC | 08/14/2024 | 345,724 | $19.56 M | 100.00% | 1.37% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/16/2024 | 329,048 | $18.61 M | -6.78% | 1.30% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 326,680 | $18.48 M | 3.66% | 1.29% |
| INVESCO LTD. | 08/13/2024 | 272,982 | $15.44 M | 134.05% | 1.08% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 272,600 | $15.42 M | 5.99% | 1.08% |
| NORTHERN TRUST CORP | 08/14/2024 | 270,627 | $15.31 M | 1.69% | 1.07% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 238,654 | $13.50 M | -1.51% | 0.94% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 08/14/2024 | 228,556 | $12.93 M | -30.28% | 0.90% |
| MAWER INVESTMENT MANAGEMENT LTD. | 08/07/2024 | 218,766 | $12.38 M | 100.00% | 0.87% |
| ELGETHUN CAPITAL MANAGEMENT | 08/14/2024 | 193,747 | $10.96 M | 1.94% | 0.77% |
| F/M INVESTMENTS LLC | 07/29/2024 | 190,631 | $10.78 M | 100.00% | 0.75% |
| ORCHARD CAPITAL MANAGEMENT, LLC | 08/13/2024 | 187,463 | $10.60 M | -1.34% | 0.74% |
| GRIZZLYROCK CAPITAL, LLC | 08/14/2024 | 186,453 | $10.55 M | -3.79% | 0.74% |
| PHOCAS FINANCIAL CORP. | 07/24/2024 | 185,170 | $10.48 M | -1.86% | 0.73% |
| PANAGORA ASSET MANAGEMENT INC | 07/29/2024 | 164,196 | $9.29 M | 5.77% | 0.65% |
| ASSENAGON ASSET MANAGEMENT S.A. | 07/18/2024 | 149,143 | $8.44 M | 103.33% | 0.59% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 08/14/2024 | 138,444 | $7.83 M | 82.14% | 0.55% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 133,103 | $7.53 M | 0.00% | 0.53% |
| PRINCIPAL FINANCIAL GROUP INC | 07/29/2024 | 124,951 | $7.07 M | -5.78% | 0.49% |
| JUPITER ASSET MANAGEMENT LTD | 08/08/2024 | 124,454 | $7.04 M | -33.73% | 0.49% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2024 | 114,209 | $6.46 M | 28.05% | 0.45% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2024 | 110,858 | $6.27 M | -1.31% | 0.44% |
| TWO SIGMA ADVISERS, LP | 08/14/2024 | 104,200 | $5.89 M | 93.68% | 0.41% |
| CITADEL ADVISORS LLC | 08/14/2024 | 97,804 | $5.53 M | 26.88% | 0.39% |
| D. E. SHAW & CO., INC. | 08/14/2024 | 94,585 | $5.35 M | 102.67% | 0.37% |
| MOODY ALDRICH PARTNERS LLC | 07/24/2024 | 94,241 | $5.33 M | -6.28% | 0.37% |
| MARSHALL WACE, LLP | 08/14/2024 | 93,127 | $5.27 M | 321.90% | 0.37% |
| VINVA INVESTMENT MANAGEMENT LTD | 08/13/2024 | 92,390 | $48.00 M | 8.31% | 0.37% |
| STATE OF WISCONSIN INVESTMENT BOARD | 08/14/2024 | 90,569 | $5.12 M | -22.10% | 0.36% |
| FOUNDRY PARTNERS, LLC | 08/05/2024 | 82,541 | $4.67 M | 100.00% | 0.33% |
| WESTERN STANDARD LLC | 08/14/2024 | 80,869 | $4.57 M | 0.43% | 0.32% |
| ALGERT GLOBAL LLC | 08/15/2024 | 80,376 | $4.55 M | 83.08% | 0.32% |
| FIRST TRUST ADVISORS LP | 08/13/2024 | 79,166 | $4.48 M | 9.32% | 0.31% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 77,580 | $4.39 M | -3.15% | 0.31% |
| RHUMBLINE ADVISERS | 08/01/2024 | 76,187 | $4.31 M | -2.28% | 0.30% |
| LEGAL & GENERAL GROUP PLC | 08/14/2024 | 72,474 | $4.10 M | 2.21% | 0.29% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 08/14/2024 | 65,462 | $3.70 M | -4.67% | 0.26% |
Pathward Financial, Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of CASH shares?
During the previous two years, 130 institutional investors and hedge funds held shares of Pathward Financial, Inc.. The most heavily invested institutionals were:
Campbell & CO Investment Adviser LLC: 0
XTX Topco Ltd: 0
Western Standard LLC: 0
Opal Wealth Advisors, LLC: 0
Walleye Capital LLC: 0
JNBA Financial Advisors: 0
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What percentage of Pathward Financial, Inc. stock is owned by institutional investors?
87.33% of Pathward Financial, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at CASH ?
Institutional investors have bought a total of 13.99 M shares in the last 24 months. This purchase volume represents approximately $1.11 B in transactions.