Pathward Financial Ownership | Who Owns Pathward Financial?


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Pathward Financial Ownership Summary


Pathward Financial is owned by 91.04% institutional investors, 1.65% insiders, and 7.32% retail investors. Pinnacle wealth planning services is the largest institutional shareholder, holding 201.67% of CASH shares. Adviser Dividend Income is the top mutual fund, with 17.69% of its assets in Pathward Financial shares.

CASH Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockPathward Financial91.04%1.65%7.32%
SectorFinancial Services Stocks 86.48%14.02%-0.50%
IndustryRegional Banks Stocks51.80%12.03%36.18%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Pinnacle wealth planning services50.76M201.67%$50.77M
Blackrock3.67M14.50%$207.41M
Revolve wealth partners3.63M14.44%$3.63M
Blackrock funding, inc. /de3.57M14.17%$262.35M
Vanguard group1.92M7.61%$108.88M
Fmr1.92M7.60%$108.63M
Dimensional fund advisors lp1.50M5.94%$84.90M
State street1.26M4.98%$71.22M
Geode capital management680.95K2.69%$38.53M
Nantahala capital management541.43K2.14%$30.63M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Alta fox capital management345.72K12.42%$19.56M
Grizzlyrock capital186.45K8.76%$10.55M
Pinnacle wealth planning services50.76M7.09%$50.77M
John w. rosenthal capital management54.85K3.74%$4.04M
Orchard capital management187.46K3.20%$10.60M
Elgethun capital management193.75K2.76%$10.96M
Vinva investment management110.81K2.49%$65.51M
Rmr capital management38.62K2.10%$2.84M
Moody aldrich partners138.41K1.89%$10.18M
Nantahala capital management541.43K1.79%$30.63M

Top Buyers

HolderShares% AssetsChange
Pinnacle wealth planning services50.76M7.09%50.76M
Revolve wealth partners3.63M0.52%3.63M
Alta fox capital management345.72K12.42%345.72K
Mawer investment management218.77K0.06%218.77K
F/m investments190.63K0.39%190.63K

Top Sellers

HolderShares% AssetsChange
Nantahala capital management541.43K1.79%-480.29K
Epoch investment partners48.92K0.01%-220.50K
Goldman sachs group499.02K0.00%-183.97K
Phocas financial26.12K1.43%-148.19K
Blackrock3.67M0.00%-114.80K

New Positions

HolderShares% AssetsChangeValue
Pinnacle wealth planning services50.76M7.09%50.76M$50.77M
Revolve wealth partners3.63M0.52%3.63M$3.63M
Alta fox capital management345.72K12.42%345.72K$19.56M
Mawer investment management218.77K0.06%218.77K$12.38M
F/m investments190.63K0.39%190.63K$10.78M

Sold Out

HolderChange
Mendota financial group-1.00
Camelot portfolios-1.00
Nelson, van denburg & campbell wealth management group-5.00
Farther finance advisors-8.00
Capital performance advisors llp-30.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Dec 31, 20232236.70%31,989,87836.27%1241.56%10923.86%76-14.61%
Sep 30, 20232095.56%23,475,284-2.52%891.13%8831.34%89-6.32%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Adviser Dividend Income4.27M17.69%4.27M
iShares Core S&P Small-Cap ETF1.60M6.70%3.11K
Vanguard Total Stock Mkt Idx Inv731.89K3.03%-58.99K
iShares Russell 2000 ETF623.30K2.61%-
Fidelity Series Small Cap Opps558.50K2.32%23.90K
Avantis US Small Cap Value ETF531.98K2.23%594.00
Fidelity Stock Selector Small Cap519.98K2.16%39.48K
Vanguard Institutional Extnd Mkt Idx Tr373.71K1.55%-4.90K
Fidelity Balanced355.93K1.43%-
Strategic Advisers Fidelity US TtlStk329.61K1.37%-10.79K

Recent Insider Transactions


DateNameRoleActivityValue
Nov 08, 2024Sigrist Greg Chief Financial OfficerSell$181.35K
Nov 06, 2024Warren Jennifer W. SVP, Chief Accounting OfficerSell$123.16K
Sep 13, 2024Sharett Anthony M. PresidentSell$205.84K
Sep 12, 2024Hajek Douglas J.-Sell$129.82K
May 06, 2024Stork Kendall E-Sell$107.06K

Insider Transactions Trends


DateBuySell
2024 Q4-1
2024 Q3-2
2024 Q2-1
2024 Q1-1
2023 Q4-4

CASH Ownership FAQ


Who Owns Pathward Financial?

Pathward Financial shareholders are primarily institutional investors at 91.04%, followed by 1.65% insiders and 7.31% retail investors. The average institutional ownership in Pathward Financial's industry, Regional Banks Stocks, is 51.80%, which Pathward Financial exceeds.

Who owns the most shares of Pathward Financial?

Pathward Financial’s largest shareholders are Pinnacle wealth planning services (50.76M shares, 201.67%), Blackrock (3.67M shares, 14.50%), and Revolve wealth partners (3.63M shares, 14.44%). Together, they hold 230.62% 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?

Alta fox capital management is Pathward Financial’s biggest shareholder by percentage of total assets invested, with 12.42% of its assets in 345.72K Pathward Financial shares, valued at 19.56M$.

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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