Pathward Financial, Inc. (CASH) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

23,244,891Shares Outstanding

373,576Shares held by institutions

$34,880,791Value of institutional holdings

85.12%Institutional ownership %

-0.03%Shares Changed QoQ

245No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Pathward Financial, Inc. (NASDAQ:CASH) currently has 245 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

The collective stake of institutional investors in Pathward Financial moved to 85.1% in December 2025, a shift down from the 116.1% reported for September 2025.
Institutional share ownership changed by -0.03% QoQ, while the number of institutional owners saw a decrease of 0.41% YoY.
Among the 245 institutional holders of Pathward Financial, 101 added to their stakes while 103 trimmed their positions and 41 held steady.
Collectively, institutional investors decreased their stake in Pathward Financial to 19.79Mn shares as of December 2025, a change that is down by 6.63K shares quarter on quarter and down 7.15Mn shares year over year.
The top institutional stake in Pathward Financial as of December 31, 2025 belongs to BlackRock, Inc., which owns 3.27Mn shares, or 14.08% of the company.
Among the most significant buyers of Pathward Financial during December 2025 were COMERICA BANK (233.18K), AMERICAN CENTURY COMPANIES INC (138.53K), MILLENNIUM MANAGEMENT LLC (131.85K), Nantahala Capital Management, LLC (123.27K), Cerity Partners LLC (119.50K).
Leading sellers of Pathward Financial stock in December 2025 included FMR LLC (356.55K), VANGUARD GROUP INC (340.24K), MORGAN STANLEY (123.80K), STATE STREET CORP (96.82K), NEUMEIER POMA INVESTMENT COUNSEL LLC (84.49K).
The top 10 institutional holders of Pathward Financial for the quarter ending December 2025 included BlackRock, Inc. (3.27Mn), FMR LLC (1.72Mn), VANGUARD GROUP INC (1.52Mn), STATE STREET CORP (1.29Mn), AMERICAN CENTURY COMPANIES INC (1.19Mn), DIMENSIONAL FUND ADVISORS LP (1.10Mn), GEODE CAPITAL MANAGEMENT, LLC (692.12K), JPMORGAN CHASE & CO (338.03K), MORGAN STANLEY (320.21K), Mawer Investment Management Ltd. (310.62K).

245 Institutional Holders

373,576 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	3,273,551	-36,392	-1.10%	$232,422,121.00
FMR LLC	31 Dec, 2025	1,717,391	-356,552	-17.19%	$121,934,737.00
VANGUARD GROUP INC	31 Dec, 2025	1,517,110	-340,235	-18.32%	$107,714,810.00
STATE STREET CORP	31 Dec, 2025	1,294,836	-96,820	-6.96%	$91,998,982.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	1,188,365	138,529	13.20%	$84,373,915.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	1,104,594	-33,439	-2.94%	$78,428,049.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	692,116	-7,336	-1.05%	$49,146,996.00
JPMORGAN CHASE & CO	31 Dec, 2025	338,026	-54,764	-13.94%	$23,999,846.00
MORGAN STANLEY	31 Dec, 2025	320,213	-123,803	-27.88%	$22,735,344.00
Mawer Investment Management Ltd.	31 Dec, 2025	310,623	-35,438	-10.24%	$22,054,233.00
COMERICA BANK	31 Dec, 2025	295,999	233,177	371.17%	$21,015,900.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	274,774	-10,556	-3.70%	$19,508,954.00
NEUMEIER POMA INVESTMENT COUNSEL LLC	31 Dec, 2025	264,100	-84,490	-24.24%	$18,751,100.00
NORTHERN TRUST CORP	31 Dec, 2025	249,427	-22,179	-8.17%	$17,709,317.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	247,832	58,510	30.91%	$17,596,072.00
Nuveen, LLC	31 Dec, 2025	218,506	-27,992	-11.36%	$15,513,926.00
Qube Research & Technologies Ltd	31 Dec, 2025	210,839	22,649	12.04%	$14,969,569.00
MILLENNIUM MANAGEMENT LLC	31 Dec, 2025	204,437	131,847	181.63%	$14,515,027.00
Elgethun Capital Management	31 Dec, 2025	202,782	5,551	2.81%	$14,397,494.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	187,990	9,278	5.19%	$13,347,290.00

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