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. Pitcairn is the largest institutional shareholder, holding 24.08% 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%	12.70%	23.19%
Industry	Business Services Stocks	66.36%	14.13%	19.52%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Pitcairn	3.19M	24.08%	$26.74M
Blackrock	1.05M	7.73%	$41.91M
Blackrock funding, inc. /de	1.00M	7.56%	$43.56M
Buckingham strategic wealth	838.25K	6.20%	$33.59M
Vanguard group	796.97K	5.90%	$32.60M
Dimensional fund advisors lp	420.54K	3.11%	$17.20M
Heartland advisors	416.95K	3.09%	$17.06M
Fenimore asset management	336.03K	2.49%	$13.75M
Speece thorson capital group	330.04K	2.49%	$14.34M
State street	330.19K	2.45%	$13.51M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Speece thorson capital group	330.04K	2.92%	$14.34M
Ballast asset management, lp	90.11K	2.04%	$3.92M
Pitcairn	3.19M	1.57%	$26.74M
Tributary capital management	318.81K	1.01%	$13.04M
Heartland advisors	416.95K	0.93%	$17.06M
Uniplan investment counsel	97.70K	0.43%	$4.25M
Keeley-teton advisors	80.63K	0.38%	$3.30M
Buckingham strategic wealth	838.25K	0.35%	$33.59M
Clark financial services group inc /bd	11.00K	0.34%	$450.00K
Fenimore asset management	336.03K	0.29%	$13.75M

Top Buyers

Holder	Shares	% Assets	Change
Pitcairn	3.19M	1.57%	3.19M
Csm advisors	93.14K	0.12%	93.14K
Gabelli funds	70.99K	0.02%	70.99K
Heartland advisors	416.95K	0.93%	43.21K
Ubs group	30.33K	0.00%	21.63K

Top Sellers

Holder	Shares	% Assets	Change
Colony group	-	-	-764.07K
Allspring global investments	-	-	-70.66K
Royce & associates lp	168.08K	0.07%	-65.24K
Blackrock funding, inc. /de	1.00M	0.00%	-60.00K
Geode capital management	317.29K	0.00%	-36.86K

New Positions

Holder	Shares	% Assets	Change	Value
Csm advisors	93.14K	0.12%	93.14K	$4.04M
Gabelli funds	70.99K	0.02%	70.99K	$3.08M
Marshall wace, llp	16.01K	0.00%	16.01K	$695.72K
Aqr capital management	12.18K	0.00%	12.18K	$498.41K
Natixis advisors	10.68K	0.00%	10.68K	$464.00K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-2.00
Innealta capital	-7.00
Cornerstone planning group	-17.00
Signaturefd	-31.00
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	325.19K	2.45%	-6.20K
FAM Small Cap Investor	222.65K	1.67%	-
Tributary Small Cap Equity	212.00K	1.60%	-1.99K
Tributary Small Company Instl	172.86K	1.30%	-1.83K
Foundry Partners Micro Cap Value	143.60K	1.08%	-
ProShares Russell 2000 Dividend Growers	140.81K	1.05%	-
Fidelity Small Cap Index	137.85K	1.03%	1.17K

Recent Insider Transactions

Date	Name	Role	Activity	Value
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
Apr 21, 2025	Normile Michael James	CFO	Buy	$9.81K

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	1	-
2025 Q2	2	-
2025 Q1	-	-
2024 Q4	1	-
2024 Q3	-	-

CASS Ownership FAQ

Who Owns Cass Information Systems?

Cass Information Systems shareholders are primarily institutional investors at 55.03%, followed by 11.42% insiders and 33.55% retail investors. The average institutional ownership in Cass Information Systems's industry, Business Services Stocks, is 66.36%, which Cass Information Systems falls below.

Who owns the most shares of Cass Information Systems?

Cass Information Systems’s largest shareholders are Pitcairn (3.19M shares, 24.08%), Blackrock (1.05M shares, 7.73%), and Blackrock funding, inc. /de (1M shares, 7.56%). Together, they hold 39.36% of Cass Information Systems’s total shares outstanding.

Does Blackrock own Cass Information Systems?

Yes, BlackRock owns 7.73% of Cass Information Systems, totaling 1.05M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 41.91M$. In the last quarter, BlackRock decreased its holdings by -1.289K shares, a -0.12% change.

Who is Cass Information Systems’s biggest shareholder by percentage of total assets invested?

Speece thorson capital group is Cass Information Systems’s biggest shareholder by percentage of total assets invested, with 2.92% of its assets in 330.04K Cass Information Systems shares, valued at 14.34M$.

Who is the top mutual fund holder of Cass Information Systems shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Cass Information Systems shares, with 3.15% of its total shares outstanding invested in 417.97K Cass Information Systems shares.

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