Pathward Financial Ownership | Who Owns Pathward Financial?
Pathward Financial Ownership Summary
Pathward Financial is owned by 52.51% institutional investors, 1.45% insiders, and 46.04% retail investors. Blackrock is the largest institutional shareholder, holding 14.50% 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 | 52.51% | 1.45% | 46.04% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Regional Banks Stocks | 38.44% | 12.57% | 48.99% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 3.67M | 14.50% | $207.41M |
| Blackrock funding, inc. /de | 3.16M | 14.16% | $281.94M |
| Fmr | 1.96M | 8.77% | $174.58M |
| Vanguard group | 1.52M | 6.80% | $107.71M |
| State street | 1.33M | 5.96% | $118.63M |
| American century companies | 1.14M | 5.10% | $101.58M |
| Dimensional fund advisors lp | 1.09M | 4.90% | $97.56M |
| Geode capital management | 699.75K | 3.14% | $62.45M |
| Earnest partners | 573.51K | 2.57% | $51.17M |
| Neumeier poma investment counsel | 356.20K | 1.60% | $31.78M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| John w. rosenthal capital management | 52.58K | 4.59% | $4.69M |
| Pmc fig opportunities | 26.20K | 3.59% | $2.34M |
| Elgethun capital management | 203.76K | 3.01% | $18.18M |
| Vinva investment management | 188.80K | 2.74% | $140.36B |
| Guardian wealth management | 55.44K | 2.70% | $4.95M |
| Neumeier poma investment counsel | 356.20K | 2.62% | $31.78M |
| Rmr capital management | 38.17K | 1.95% | $2.71M |
| Orchard capital management | 20.90K | 1.94% | $1.86M |
| Phocas financial | 130.13K | 1.82% | $11.61M |
| Moody aldrich partners | 105.34K | 1.70% | $9.40M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Earnest partners | 573.51K | 0.21% | 573.51K |
| Fmr | 1.96M | 0.01% | 239.12K |
| Comerica bank | 296.00K | 0.08% | 233.18K |
| New york state common retirement fund | 263.91K | 0.03% | 232.87K |
| Vanguard fiduciary trust | 146.66K | 0.00% | 146.66K |
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 |
|---|---|---|---|---|
| Earnest partners | 573.51K | 0.21% | 573.51K | $51.17M |
| Vanguard fiduciary trust | 146.66K | 0.00% | 146.66K | $13.09M |
| Bridgeway capital management | 108.06K | 0.19% | 108.06K | $9.64M |
| Empowered funds | 97.18K | 0.06% | 97.18K | $8.67M |
| Wcm investment management | 62.46K | 0.01% | 62.46K | $5.49M |
Sold Out
| Holder | Change |
|---|---|
| Camelot portfolios | -1.00 |
| Mendota financial group | -1.00 |
| Turning point benefit group | -1.00 |
| Tortoise investment management | -2.00 |
| Nelson, van denburg & campbell wealth management group | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 186 | -29.28% | 11,716,403 | -41.81% | 52 | 0.64% | 89 | -18.35% | 68 | -39.29% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Adviser Dividend Income | 4.27M | 17.69% | 4.27M |
| iShares Core S&P Small-Cap ETF | 1.32M | 6.24% | - |
| Vanguard US Total Market Shares ETF | 776.35K | 3.26% | -65.35K |
| Avantis US Small Cap Value ETF | 635.37K | 3.01% | - |
| Fidelity Stock Selector Small Cap | 617.50K | 2.90% | 3.60K |
| Fidelity Series Small Cap Opps | 555.50K | 2.60% | -5.10K |
| iShares Russell 2000 ETF | 541.10K | 2.56% | - |
| Vanguard Total Stock Mkt Idx Inv | 492.26K | 2.33% | - |
| Neumeier Poma Small Cap Value | 343.50K | 1.58% | 87.65K |
| State Street® SPDR® S&PRgnllBkgETF | 310.51K | 1.46% | -2.86K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 29, 2026 | Hajek Douglas J. | - | Sell | $431.84K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 1 |
| 2026 Q1 | - | 3 |
| 2025 Q4 | - | 4 |
| 2025 Q2 | - | 4 |
| 2025 Q1 | - | - |
CASH Ownership FAQ
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