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Pathward Financial Ownership | Who Owns Pathward Financial?

OverviewForecastRevenueFinancialsChartTranscripts

Pathward Financial Ownership Summary

Pathward Financial is owned by 90.98% institutional investors, 1.41% insiders, and 7.60% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.69% 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 Financial90.98%1.41%7.60%
SectorFinancial Services Stocks 71.97%15.45%12.58%
IndustryRegional Banks Stocks38.01%12.17%49.81%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de3.38M14.69%$267.45M
Blackrock3.67M14.50%$207.41M
Fmr2.20M8.75%$162.14M
Vanguard group1.78M7.07%$130.89M
Dimensional fund advisors lp1.42M5.64%$104.47M
State street1.26M4.98%$71.22M
Goldman sachs group830.73K3.30%$61.12M
American century companies726.05K3.16%$57.45M
Geode capital management711.54K2.83%$52.36M
Jpmorgan chase569.24K2.26%$41.88M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
John w. rosenthal capital management52.68K4.20%$4.17M
Vinva investment management152.02K2.90%$111.53M
Elgethun capital management175.22K2.79%$13.86M
Rmr capital management38.62K2.10%$2.84M
Moody aldrich partners134.31K2.06%$10.63M
Orchard capital management19.77K1.73%$1.56M
Neumeier poma investment counsel215.13K1.59%$17.02M
Phocas financial26.12K1.43%$1.92M
Chou associates management27.39K1.19%$2.17M
Sippican capital advisors22.07K1.18%$1.62M

Top Buyers

HolderShares% AssetsChange
Jpmorgan chase569.24K0.00%195.33K
Fmr2.20M0.01%151.32K
Csm advisors106.95K0.25%106.95K
Neumeier poma investment counsel215.13K1.59%82.45K
Boothbay fund management63.53K0.10%63.53K

Top Sellers

HolderShares% AssetsChange
Philosophy capital management---234.61K
Alta fox capital management---157.15K
Phocas financial26.12K1.43%-148.19K
Blackrock3.67M0.00%-114.80K
Orchard capital management19.77K1.73%-96.43K

New Positions

HolderShares% AssetsChangeValue
Csm advisors106.95K0.25%106.95K$8.46M
Boothbay fund management63.53K0.10%63.53K$5.03M
Mackenzie financial19.99K0.00%19.99K$1.58M
Glenmede investment management, lp17.49K0.01%17.49K$1.38M
Susquehanna portfolio strategies16.76K0.03%16.76K$1.33M

Sold Out

HolderChange
Camelot portfolios-1.00
Mendota financial group-1.00
Nelson, van denburg & campbell wealth management group-5.00
Concord wealth partners-17.00
Quadrant capital group-23.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Jun 30, 2024227-3.40%22,077,322-1.52%871.15%10814.89%82-17.17%
Mar 31, 20242355.38%22,417,502-29.92%860.56%94-13.76%9930.26%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Adviser Dividend Income4.27M17.69%4.27M
iShares Core S&P Small-Cap ETF1.41M6.13%-
Vanguard Total Stock Mkt Idx Inv749.71K3.27%-16.63K
Vanguard US Total Market Shares ETF776.35K3.26%-65.35K
iShares Russell 2000 ETF596.82K2.60%-10.78K
Avantis US Small Cap Value ETF594.23K2.59%368.00
Fidelity Series Small Cap Opps549.20K2.39%-
Fidelity Stock Selector Small Cap533.60K2.32%-
Fidelity Balanced317.06K1.38%-
Strategic Advisers Fidelity US TtlStk273.54K1.19%1.12K

Recent Insider Transactions

DateNameRoleActivityValue
Apr 29, 2025Stork Kendall E-Sell$317.32K
Apr 25, 2025Warren Jennifer W. SVP, Chief Accounting OfficerSell$129.98K
Apr 25, 2025Pharr Brett L. Chief Executive OfficerSell$809.20K
Apr 25, 2025Hajek Douglas J.-Sell$146.63K
Nov 08, 2024Sigrist Greg Chief Financial OfficerSell$181.35K

Insider Transactions Trends

DateBuySell
2025 Q2-4
2025 Q1--
2024 Q4-2
2024 Q3-2
2024 Q2-1

CASH Ownership FAQ

Who Owns Pathward Financial?

Pathward Financial shareholders are primarily institutional investors at 90.98%, followed by 1.41% insiders and 7.61% retail investors. The average institutional ownership in Pathward Financial's industry, Regional Banks Stocks, is 38.01%, which Pathward Financial exceeds.

Who owns the most shares of Pathward Financial?

Pathward Financial’s largest shareholders are Blackrock funding, inc. /de (3.38M shares, 14.69%), Blackrock (3.67M shares, 14.50%), and Fmr (2.2M shares, 8.75%). Together, they hold 37.95% 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 4.20% of its assets in 52.68K Pathward Financial shares, valued at 4.17M$.

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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