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Pathward Financial Ownership | Who Owns Pathward Financial?

OverviewForecastRevenueFinancialsChartTranscripts

Pathward Financial Ownership Summary

Pathward Financial is owned by 119.16% institutional investors, 1.46% insiders. Seros financial is the largest institutional shareholder, holding 28.25% of CASH shares. Adviser Dividend Income is the top mutual fund, with 17.69% of its assets in Pathward Financial shares.

CASH Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockPathward Financial119.16%1.46%-20.62%
SectorFinancial Services Stocks 36.96%15.48%47.56%
IndustryRegional Banks Stocks38.24%12.59%49.17%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Seros financial6.50M28.25%$6.50M
Blackrock3.67M14.50%$207.41M
Blackrock funding, inc. /de3.31M14.39%$244.97M
Fmr2.07M9.01%$153.49M
Vanguard group1.86M8.07%$137.46M
State street1.39M6.05%$103.07M
Dimensional fund advisors lp1.14M4.95%$84.23M
American century companies1.05M4.56%$77.70M
Geode capital management699.45K3.04%$51.77M
Morgan stanley444.02K1.93%$32.86M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Shepherd wealth management ltd liability15.73K6.69%$10.06M
Seros financial6.50M3.78%$6.50M
John w. rosenthal capital management52.58K3.74%$3.89M
Vinva investment management188.80K2.74%$140.36B
Elgethun capital management197.23K2.63%$14.47M
Neumeier poma investment counsel348.59K2.11%$25.80M
Rmr capital management38.17K1.97%$2.82M
Guardian wealth management40.55K1.77%$3.00M
Phocas financial166.76K1.60%$12.34M
Moody aldrich partners111.57K1.57%$8.26M

Top Buyers

HolderShares% AssetsChange
Seros financial6.50M3.78%6.50M
American century companies1.05M0.04%323.79K
Neumeier poma investment counsel348.59K2.11%133.46K
Deutsche bank ag\154.82K0.00%125.20K
Mawer investment management346.06K0.13%91.07K

Top Sellers

HolderShares% AssetsChange
Putney financial group---411.47K
Philosophy capital management---234.61K
Alta fox capital management---157.15K
Ubs asset management americas200.35K0.00%-124.83K
Blackrock3.67M0.00%-114.80K

New Positions

HolderShares% AssetsChangeValue
Seros financial6.50M3.78%6.50M$6.50M
Guardian wealth management40.55K1.77%40.55K$3.00M
Exoduspoint capital management, lp31.83K0.02%31.83K$2.36M
Voleon capital management lp11.94K0.02%11.94K$883.98K
Inspire investing11.09K0.09%11.09K$815.86K

Sold Out

HolderChange
Mendota financial group-1.00
Camelot portfolios-1.00
Nelson, van denburg & campbell wealth management group-5.00
Mai capital management-9.00
Concord wealth partners-17.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 2025267-0.37%27,413,35832.36%1191.47%118-12.59%1029.68%
Jun 30, 20252749.16%21,376,243-0.30%921.13%13533.66%97-6.73%
Mar 31, 20252491.22%21,523,595-5.74%901.02%98-1.01%10512.90%
Dec 31, 2024133-47.43%12,116,556-46.07%500.62%53-56.56%42-56.70%
Sep 30, 20242528.62%22,464,6431.57%911.16%1219.01%9716.87%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Adviser Dividend Income4.27M17.69%4.27M
iShares Core S&P Small-Cap ETF1.41M6.18%-
Vanguard Total Stock Mkt Idx Inv749.71K3.27%-16.63K
Vanguard US Total Market Shares ETF776.35K3.26%-65.35K
Avantis US Small Cap Value ETF604.49K2.65%960.00
iShares Russell 2000 ETF571.33K2.51%-
Fidelity Series Small Cap Opps549.20K2.41%-
Fidelity Stock Selector Small Cap533.60K2.34%-
Fidelity Balanced316.96K1.39%-92.00
Strategic Advisers Fidelity US TtlStk275.88K1.21%2.34K

Recent Insider Transactions

DateNameRoleActivityValue
Oct 31, 2025Hajek Douglas J.-Sell$204.33K
Oct 24, 2025Dombrowski Nadia Chief Legal and Admin OfficerSell$357.30K
Oct 24, 2025Sharett Anthony M. PresidentSell$822.83K
Apr 29, 2025Stork Kendall E-Sell$317.32K
Apr 25, 2025Warren Jennifer W. SVP, Chief Accounting OfficerSell$129.98K

Insider Transactions Trends

DateBuySell
2025 Q4-3
2025 Q2-4
2025 Q1--
2024 Q4-2
2024 Q3-2

CASH Ownership FAQ

Who Owns Pathward Financial?

Pathward Financial shareholders are primarily institutional investors at 119.16%, followed by 1.46% insiders and -20.62% retail investors. The average institutional ownership in Pathward Financial's industry, Regional Banks Stocks, is 38.24%, which Pathward Financial exceeds.

Who owns the most shares of Pathward Financial?

Pathward Financial’s largest shareholders are Seros financial (6.5M shares, 28.25%), Blackrock (3.67M shares, 14.50%), and Blackrock funding, inc. /de (3.31M shares, 14.39%). Together, they hold 57.14% of Pathward Financial’s total shares outstanding.

Does Blackrock own Pathward Financial?

Yes, BlackRock owns 14.50% of Pathward Financial, totaling 3.67M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 207.41M$. In the last quarter, BlackRock decreased its holdings by -115K shares, a -3.04% change.

Who is Pathward Financial’s biggest shareholder by percentage of total assets invested?

Shepherd wealth management ltd liability is Pathward Financial’s biggest shareholder by percentage of total assets invested, with 6.69% of its assets in 15.73K Pathward Financial shares, valued at 10.06M$.

Who is the top mutual fund holder of Pathward Financial shares?

Adviser Dividend Income is the top mutual fund holder of Pathward Financial shares, with 17.69% of its total shares outstanding invested in 4.27M Pathward Financial shares.

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