Pathward Financial Ownership | Who Owns Pathward Financial?
Pathward Financial Ownership Summary
Pathward Financial is owned by 92.92% institutional investors, 1.45% insiders, and 5.63% retail investors. 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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Pathward Financial | 92.92% | 1.45% | 5.63% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Regional Banks Stocks | 53.95% | 12.38% | 33.68% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Seros financial | 6.50M | 28.25% | $6.50M |
| Blackrock funding, inc. /de | 3.38M | 14.69% | $267.45M |
| Blackrock | 3.67M | 14.50% | $207.41M |
| Fmr | 2.20M | 8.75% | $162.14M |
| Vanguard group | 1.78M | 7.07% | $130.89M |
| Dimensional fund advisors lp | 1.42M | 5.64% | $104.47M |
| State street | 1.26M | 4.98% | $71.22M |
| Goldman sachs group | 830.73K | 3.30% | $61.12M |
| American century companies | 726.05K | 3.16% | $57.45M |
| Geode capital management | 711.54K | 2.83% | $52.36M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Shepherd wealth management ltd liability | 15.73K | 6.69% | $10.06M |
| Seros financial | 6.50M | 3.78% | $6.50M |
| John w. rosenthal capital management | 52.58K | 3.74% | $3.89M |
| Vinva investment management | 152.02K | 2.90% | $111.53M |
| Elgethun capital management | 175.22K | 2.79% | $13.86M |
| Rmr capital management | 38.17K | 1.97% | $2.82M |
| Orchard capital management | 19.77K | 1.73% | $1.56M |
| Neumeier poma investment counsel | 215.13K | 1.59% | $17.02M |
| Moody aldrich partners | 111.57K | 1.57% | $8.26M |
| Phocas financial | 26.12K | 1.43% | $1.92M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Seros financial | 6.50M | 3.78% | 6.50M |
| Jpmorgan chase | 569.24K | 0.00% | 195.33K |
| Fmr | 2.20M | 0.01% | 151.32K |
| Csm advisors | 106.95K | 0.25% | 106.95K |
| Mawer investment management | 346.06K | 0.13% | 91.07K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Putney financial group | - | - | -411.47K |
| Philosophy capital management | - | - | -234.61K |
| Alta fox capital management | - | - | -157.15K |
| Phocas financial | 26.12K | 1.43% | -148.19K |
| Blackrock | 3.67M | 0.00% | -114.80K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Seros financial | 6.50M | 3.78% | 6.50M | $6.50M |
| Csm advisors | 106.95K | 0.25% | 106.95K | $8.46M |
| Boothbay fund management | 63.53K | 0.10% | 63.53K | $5.03M |
| Mackenzie financial | 19.99K | 0.00% | 19.99K | $1.58M |
| Glenmede investment management, lp | 17.49K | 0.01% | 17.49K | $1.38M |
Sold Out
| Holder | Change |
|---|---|
| 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
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 252 | 8.62% | 22,464,643 | 1.57% | 91 | 1.16% | 121 | 9.01% | 97 | 16.87% |
| Jun 30, 2024 | 227 | -3.40% | 22,077,322 | -1.52% | 87 | 1.15% | 108 | 14.89% | 82 | -17.17% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Adviser Dividend Income | 4.27M | 17.69% | 4.27M |
| iShares Core S&P Small-Cap ETF | 1.41M | 6.18% | - |
| Vanguard Total Stock Mkt Idx Inv | 749.71K | 3.27% | -16.63K |
| Vanguard US Total Market Shares ETF | 776.35K | 3.26% | -65.35K |
| Avantis US Small Cap Value ETF | 604.49K | 2.65% | 960.00 |
| iShares Russell 2000 ETF | 571.33K | 2.51% | - |
| Fidelity Series Small Cap Opps | 549.20K | 2.41% | - |
| Fidelity Stock Selector Small Cap | 533.60K | 2.34% | - |
| Fidelity Balanced | 316.96K | 1.39% | -92.00 |
| Strategic Advisers Fidelity US TtlStk | 275.88K | 1.21% | 2.34K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Oct 31, 2025 | Hajek Douglas J. | - | Sell | $204.33K |
| Oct 24, 2025 | Dombrowski Nadia | Chief Legal and Admin Officer | Sell | $357.30K |
| Oct 24, 2025 | Sharett Anthony M. | President | Sell | $822.83K |
| Apr 29, 2025 | Stork Kendall E | - | Sell | $317.32K |
| Apr 25, 2025 | Warren Jennifer W. | SVP, Chief Accounting Officer | Sell | $129.98K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 3 |
| 2025 Q2 | - | 4 |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 2 |
| 2024 Q3 | - | 2 |
CASH Ownership FAQ
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