Pathward Financial Ownership | Who Owns Pathward Financial?

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Pathward Financial Ownership Summary

Pathward Financial is owned by 63.16% institutional investors, 1.45% insiders, and 35.39% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.67% of CASH shares. Adviser Dividend Income is the top mutual fund, with 17.69% of its assets in Pathward Financial shares.

CASH Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Pathward Financial	63.16%	1.45%	35.39%
Sector	Financial Services Stocks	32.19%	15.44%	52.37%
Industry	Regional Banks Stocks	31.75%	12.70%	55.55%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	3.27M	14.67%	$232.42M
Blackrock	3.67M	14.50%	$207.41M
Fmr	2.07M	9.01%	$153.49M
Vanguard group	1.52M	6.80%	$107.71M
State street	1.39M	6.05%	$103.07M
Dimensional fund advisors lp	1.10M	4.95%	$78.43M
American century companies	1.05M	4.56%	$77.70M
Geode capital management	692.12K	3.10%	$49.15M
Nuveen asset management	383.04K	1.52%	$28.18M
Jpmorgan chase	338.03K	1.51%	$24.00M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
John w. rosenthal capital management	52.58K	3.46%	$3.73M
Vinva investment management	188.80K	2.74%	$140.36B
Elgethun capital management	202.78K	2.49%	$14.40M
Rmr capital management	38.17K	1.95%	$2.71M
Guardian wealth management	40.55K	1.77%	$3.00M
Neumeier poma investment counsel	264.10K	1.55%	$18.75M
Phocas financial	166.35K	1.54%	$11.81M
Moody aldrich partners	106.44K	1.41%	$7.56M
Orchard capital management	20.90K	1.29%	$1.48M
Sippican capital advisors	21.64K	0.99%	$1.54M

Top Buyers

Holder	Shares	% Assets	Change
American century companies	1.05M	0.04%	323.79K
Comerica bank	296.00K	0.08%	233.18K
Nantahala capital management	131.61K	0.31%	123.27K
Cerity partners	119.50K	0.01%	119.50K
Connor, clark & lunn investment management	144.94K	0.03%	108.15K

Top Sellers

Holder	Shares	% Assets	Change
Seros financial	-	-	-6.50M
Putney financial group	-	-	-411.47K
Vanguard group	1.52M	0.00%	-340.24K
Philosophy capital management	-	-	-234.61K
Alta fox capital management	-	-	-157.15K

New Positions

Holder	Shares	% Assets	Change	Value
Cerity partners	119.50K	0.01%	119.50K	$8.48M
Guardian wealth management	40.55K	1.77%	40.55K	$3.00M
Exoduspoint capital management, lp	31.83K	0.02%	31.83K	$2.36M
Vestmark advisory solutions	22.67K	0.02%	22.67K	$1.61M
Y-intercept (hong kong)	17.67K	0.03%	17.67K	$1.25M

Sold Out

Holder	Change
Mendota financial group	-1.00
Camelot portfolios	-1.00
Tortoise investment management	-2.00
Nelson, van denburg & campbell wealth management group	-5.00
Bare financial services	-7.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	177	-35.16%	14,092,458	-48.62%	63	0.44%	65	-46.28%	79	-23.30%
Sep 30, 2025	267	-0.37%	27,413,358	32.36%	119	1.47%	118	-12.59%	102	9.68%
Jun 30, 2025	274	9.16%	21,376,243	-0.30%	92	1.13%	135	33.66%	97	-6.73%
Mar 31, 2025	249	1.22%	21,523,595	-5.74%	90	1.02%	98	-1.01%	105	12.90%
Dec 31, 2024	133	-47.43%	12,116,556	-46.07%	50	0.62%	53	-56.56%	42	-56.70%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Adviser Dividend Income	4.27M	17.69%	4.27M
iShares Core S&P Small-Cap ETF	1.31M	6.04%	-
Vanguard US Total Market Shares ETF	776.35K	3.26%	-65.35K
Avantis US Small Cap Value ETF	628.15K	2.89%	64.00
Fidelity Stock Selector Small Cap	613.90K	2.82%	72.90K
Fidelity Series Small Cap Opps	560.60K	2.58%	31.20K
iShares Russell 2000 ETF	541.10K	2.49%	-
Vanguard Total Stock Mkt Idx Inv	492.26K	2.26%	4.80K
State Street® SPDR® S&PRgnllBkgETF	294.74K	1.35%	-259.00
American Century U.S. Small Cap Value	265.00K	1.22%	90.00K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Feb 23, 2026	Pharr Brett L.	Chief Executive Officer	Sell	$1.47M
Feb 09, 2026	Stork Kendall E	-	Sell	$282.45K
Jan 30, 2026	Perretta Christopher	-	Sell	$130.41K
Oct 28, 2025	Mehta Neeraj	-	Sell	$173.35K
Oct 31, 2025	Hajek Douglas J.	-	Sell	$204.33K

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	-	3
2025 Q4	-	4
2025 Q2	-	4
2025 Q1	-	-
2024 Q4	-	2

CASH Ownership FAQ

Who Owns Pathward Financial?

Pathward Financial shareholders are primarily institutional investors at 63.16%, followed by 1.45% insiders and 35.39% retail investors. The average institutional ownership in Pathward Financial's industry, Regional Banks Stocks, is 31.75%, which Pathward Financial exceeds.

Who owns the most shares of Pathward Financial?

Pathward Financial’s largest shareholders are Blackrock funding, inc. /de (3.27M shares, 14.67%), Blackrock (3.67M shares, 14.50%), and Fmr (2.07M shares, 9.01%). Together, they hold 38.19% 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?

John w. rosenthal capital management is Pathward Financial’s biggest shareholder by percentage of total assets invested, with 3.46% of its assets in 52.58K Pathward Financial shares, valued at 3.73M$.

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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