Cass Information Systems Ownership | Who Owns Cass Information Systems?
Cass Information Systems Ownership Summary
Cass Information Systems is owned by 55.03% institutional investors, 11.42% insiders, and 33.55% retail investors. Blackrock is the largest institutional shareholder, holding 7.73% of CASS shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.15% of its assets in Cass Information Systems shares.
CASS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Cass Information Systems | 55.03% | 11.42% | 33.55% |
| Sector | Industrials Stocks | 64.11% | 12.72% | 23.17% |
| Industry | Business Services Stocks | 66.36% | 14.13% | 19.52% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 1.05M | 7.73% | $41.91M |
| Blackrock funding, inc. /de | 962.79K | 7.26% | $37.87M |
| Buckingham strategic wealth | 838.25K | 6.20% | $33.59M |
| Vanguard group | 815.23K | 6.14% | $32.06M |
| Tributary capital management | 551.10K | 4.15% | $21.67M |
| Heartland advisors | 466.58K | 3.52% | $18.35M |
| Dimensional fund advisors lp | 378.93K | 2.86% | $14.90M |
| Fenimore asset management | 340.54K | 2.57% | $13.39M |
| Geode capital management | 335.49K | 2.53% | $13.20M |
| Speece thorson capital group | 330.04K | 2.49% | $14.34M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Emmett investment management, lp | 135.00K | 3.90% | $5.29M |
| Speece thorson capital group | 330.04K | 2.92% | $14.34M |
| Tributary capital management | 551.10K | 1.03% | $21.67M |
| Heartland advisors | 466.58K | 0.97% | $18.35M |
| Ballast asset management, lp | 51.76K | 0.93% | $2.04M |
| Keeley-teton advisors | 80.63K | 0.38% | $3.30M |
| Buckingham strategic wealth | 838.25K | 0.35% | $33.59M |
| Uniplan investment counsel | 83.77K | 0.32% | $3.29M |
| Fenimore asset management | 340.54K | 0.27% | $13.39M |
| Foundry partners | 122.20K | 0.25% | $5.00M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Tributary capital management | 551.10K | 1.03% | 264.94K |
| Two sigma investments, lp | 71.75K | 0.00% | 66.19K |
| Geode capital management | 335.49K | 0.00% | 41.83K |
| First trust advisors lp | 43.65K | 0.00% | 34.88K |
| Proshare advisors | 302.00K | 0.02% | 23.86K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Colony group | - | - | -764.07K |
| Hotchkis & wiley capital management | 70.84K | 0.01% | -88.55K |
| Allspring global investments | - | - | -70.66K |
| Boston partners | - | - | -66.86K |
| Blackrock funding, inc. /de | 962.79K | 0.00% | -39.80K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Benjamin edwards | 14.14K | 0.01% | 14.14K | $556.09K |
| Aqr capital management | 12.18K | 0.00% | 12.18K | $498.41K |
| Graham capital management | 11.98K | 0.01% | 11.98K | $471.21K |
| First national bank of omaha | 8.57K | 0.02% | 8.57K | $336.98K |
| Susquehanna group, llp | 6.90K | - | 6.90K | $282.32K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Mai capital management | -5.00 |
| Innealta capital | -7.00 |
| Cornerstone planning group | -17.00 |
| Capital performance advisors llp | -42.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 143 | - | 7,301,422 | -10.32% | 55 | 1.49% | 57 | 11.76% | 63 | 6.78% |
| Mar 31, 2025 | 143 | 1.42% | 8,141,797 | 0.48% | 60 | 1.69% | 51 | -28.17% | 59 | 37.21% |
| Dec 31, 2024 | 59 | -56.62% | 3,479,351 | -56.85% | 25 | 0.72% | 27 | -51.79% | 16 | -63.64% |
| Sep 30, 2024 | 136 | -0.73% | 8,063,438 | 0.70% | 59 | 1.71% | 56 | -12.50% | 44 | -10.20% |
| Jun 30, 2024 | 136 | -1.45% | 8,007,382 | -0.17% | 59 | 1.68% | 64 | 18.52% | 48 | -12.73% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 417.97K | 3.15% | -8.07K |
| Vanguard US Total Market Shares ETF | 412.61K | 3.06% | 3.84K |
| Heartland Value Investor | 345.68K | 2.60% | - |
| iShares Russell 2000 ETF | 332.32K | 2.51% | - |
| FAM Small Cap Investor | 222.65K | 1.67% | - |
| Tributary Small Cap Equity | 210.59K | 1.59% | -1.41K |
| Tributary Small Company Instl | 172.86K | 1.30% | -1.83K |
| ProShares S&PTech Div Arstcrts ETF | 155.35K | 1.18% | - |
| Foundry Partners Micro Cap Value | 143.60K | 1.08% | - |
| ProShares Russell 2000 Dividend Growers | 139.32K | 1.05% | -74.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Oct 02, 2025 | Resch Martin H. | President & CEO | Buy | $19.34K |
| Aug 01, 2025 | Normile Michael James | CFO | Buy | $7.92K |
| Aug 01, 2025 | Resch Martin H. | President & CEO | Buy | $19.75K |
| Jul 31, 2025 | Resch Martin H. | President & CEO | Buy | $19.88K |
| Apr 21, 2025 | Resch Martin H. | President & CEO | Buy | $7.80K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | 3 | - |
| 2025 Q2 | 2 | - |
| 2025 Q1 | - | - |
| 2024 Q4 | 1 | - |
| 2024 Q3 | - | - |
CASS Ownership FAQ
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