Cass Information Systems Ownership | Who Owns Cass Information Systems?
Cass Information Systems Ownership Summary
Cass Information Systems is owned by 61.82% institutional investors, 11.74% insiders, and 26.44% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 7.83% of CASS shares. Vanguard Morn Total Stk Mkt Idx Investor is the top mutual fund, with 3.08% of its assets in Cass Information Systems shares.
CASS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Cass Information Systems | 61.82% | 11.74% | 26.44% |
| Sector | Industrials Stocks | 68.69% | 16.25% | 15.07% |
| Industry | Business Services Stocks | 61.34% | 16.30% | 22.36% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.00M | 7.83% | $51.40M |
| Blackrock | 1.05M | 7.73% | $41.91M |
| Buckingham strategic wealth | 838.25K | 6.20% | $33.59M |
| Vanguard group | 790.91K | 6.11% | $32.84M |
| Colony group | 635.14K | 4.96% | $33.82M |
| Vanguard capital management | 538.56K | 4.21% | $27.64M |
| Brown advisory | 527.30K | 4.12% | $27.06M |
| Heartland advisors | 500.32K | 3.91% | $26.64M |
| Speece thorson capital group | 343.14K | 2.68% | $18.27M |
| Dimensional fund advisors lp | 338.28K | 2.64% | $18.01M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Speece thorson capital group | 343.14K | 4.06% | $18.27M |
| Ballast asset management, lp | 75.00K | 1.74% | $3.99M |
| Heartland advisors | 500.32K | 1.28% | $26.64M |
| Tributary capital management | 231.79K | 1.13% | $12.34M |
| Emmett investment management, lp | 29.40K | 1.08% | $1.54M |
| Acumen wealth advisors | 104.97K | 1.02% | $5.59M |
| Watershed asset management | 10.81K | 0.50% | $554.62K |
| Punch & associates investment management | 156.53K | 0.40% | $8.03M |
| Keeley-teton advisors | 80.63K | 0.38% | $3.30M |
| Buckingham strategic wealth | 838.25K | 0.35% | $33.59M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Colony group | 635.14K | 0.04% | 616.55K |
| Blackrock funding, inc. /de | 1.00M | 0.00% | 98.33K |
| Sixth street partners management company | 95.92K | 0.00% | 95.92K |
| American century companies | 133.37K | 0.00% | 81.92K |
| Inspire investing | 56.80K | 0.13% | 56.80K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fenimore asset management | - | - | -340.54K |
| Proshare advisors | 134.79K | 0.01% | -145.13K |
| Emmett investment management, lp | 29.40K | 1.08% | -98.16K |
| Allspring global investments | - | - | -70.66K |
| Boston partners | - | - | -66.86K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 95.92K | 0.00% | 95.92K | $4.92M |
| Inspire investing | 56.80K | 0.13% | 56.80K | $3.02M |
| Watershed asset management | 10.81K | 0.50% | 10.81K | $554.62K |
| Wilshire advisors | 9.10K | 0.00% | 9.10K | $484.47K |
| Susquehanna fundamental investments | 8.72K | 0.01% | 8.72K | $447.41K |
Sold Out
| Holder | Change |
|---|---|
| Advisory services network | -2.00 |
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Wealth preservation advisors | -5.00 |
| Innealta capital | -7.00 |
| Smallwood wealth investment management | -10.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 170 | 6.25% | 7,913,552 | -2.81% | 61 | 1.56% | 102 | 34.21% | 42 | -23.64% |
| Mar 31, 2026 | 153 | -1.29% | 8,119,481 | 8.26% | 62 | 1.87% | 73 | -2.67% | 53 | -18.46% |
| Dec 31, 2025 | 73 | -48.23% | 4,531,134 | -37.68% | 35 | 1.17% | 30 | -58.90% | 35 | -23.91% |
| Sep 30, 2025 | 69 | -49.63% | 5,246,991 | -26.24% | 39 | 1.38% | 33 | -40.00% | 26 | -55.93% |
| Jun 30, 2025 | 143 | - | 7,301,422 | -10.32% | 55 | 1.49% | 57 | 11.76% | 63 | 6.78% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Morn Total Stk Mkt Idx Investor | 393.18K | 3.08% | -25.85K |
| Vanguard US Total Market Shares ETF | 412.61K | 3.06% | 3.84K |
| Vanguard Total Stock Mkt Idx Inv | 393.18K | 3.05% | -25.85K |
| Vanguard MStar Total Stk Mkt Idx Invest | 387.92K | 3.03% | -10.31K |
| Heartland Value Investor | 375.00K | 2.93% | - |
| Heartland Value Strategy | 375.00K | 2.91% | 29.32K |
| iShares Russell 2000 ETF | 298.26K | 2.33% | -20.76K |
| Brown Advisory Small-Cap Fdmtl Val Inv | 266.04K | 2.08% | -3.39K |
| FAM Small Cap Investor | 222.65K | 1.67% | - |
| CS McKee Micro Cap Value | 188.02K | 1.46% | 44.42K |
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 |
|---|---|---|
| 2026 Q3 | - | - |
| 2026 Q2 | - | - |
| 2026 Q1 | - | - |
| 2025 Q4 | 1 | - |
| 2025 Q3 | 3 | - |
CASS Ownership FAQ
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