Pathward Financial Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 3.10 M | $270.27 M | -1.75% | 14.33% |
| FMR LLC | 08/13/2026 | 1.80 M | $157.04 M | -7.81% | 8.33% |
| STATE STREET CORP | 08/07/2026 | 1.44 M | $125.34 M | 8.29% | 6.64% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 1.27 M | $110.56 M | 11.55% | 5.86% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 1.06 M | $92.71 M | -2.61% | 4.91% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 733.10 K | $63.83 M | 4.77% | 3.38% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 729.20 K | $63.48 M | -2.79% | 3.37% |
| EARNEST PARTNERS LLC | 08/13/2026 | 568.92 K | $49.53 M | -0.80% | 2.63% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 443.00 K | $38.57 M | 1.50% | 2.04% |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 08/13/2026 | 351.87 K | $30.63 M | -1.22% | 1.62% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 339.29 K | $30.43 M | 45.73% | 1.57% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 297.33 K | $25.89 M | 438.55% | 1.37% |
| JPMORGAN CHASE & CO | 08/12/2026 | 285.04 K | $24.72 M | 3.67% | 1.32% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 279.60 K | $24.34 M | -7.57% | 1.29% |
| MAWER INVESTMENT MANAGEMENT LTD. | 08/07/2026 | 271.66 K | $23.65 M | 1.16% | 1.25% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 268.91 K | $23.41 M | 0.55% | 1.24% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 268.91 K | $23.41 M | 100.00% | 1.24% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/29/2026 | 264.01 K | $22.98 M | 0.04% | 1.22% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 256.03 K | $22.29 M | 93.36% | 1.18% |
| MORGAN STANLEY | 08/13/2026 | 245.92 K | $21.41 M | 3.35% | 1.14% |
| NORTHERN TRUST CORP | 08/13/2026 | 236.71 K | $20.61 M | -7.94% | 1.09% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 228.06 K | $19.86 M | 14.18% | 1.05% |
| ELGETHUN CAPITAL MANAGEMENT | 07/29/2026 | 210.54 K | $18.33 M | 3.33% | 0.97% |
| CLEARBRIDGE INVESTMENTS, LLC | 08/13/2026 | 208.62 K | $18.16 M | -0.29% | 0.96% |
| PANAGORA ASSET MANAGEMENT INC | 08/06/2026 | 180.97 K | $15.76 M | 3.55% | 0.84% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 166.53 K | $14.50 M | 87.12% | 0.77% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 159.87 K | $13.92 M | 0.44% | 0.74% |
| UBS GROUP AG | 08/13/2026 | 154.95 K | $13.49 M | 31.27% | 0.72% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 152.26 K | $13.26 M | 0.24% | 0.70% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 148.12 K | $12.89 M | 3.17% | 0.68% |
| APTUS CAPITAL ADVISORS, LLC | 08/12/2026 | 145.15 K | $12.64 M | 0.60% | 0.67% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 144.36 K | $12.57 M | -46.53% | 0.67% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 142.65 K | $12.42 M | -2.73% | 0.66% |
| SEI INVESTMENTS CO | 08/14/2026 | 138.46 K | $12.05 M | 5.40% | 0.64% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 138.07 K | $12.02 M | -11.09% | 0.64% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 130.34 K | $11.35 M | 20.62% | 0.60% |
| NUVEEN, LLC | 08/11/2026 | 128.57 K | $11.19 M | -31.21% | 0.59% |
| PHOCAS FINANCIAL CORP. | 07/31/2026 | 123.66 K | $10.77 M | -4.97% | 0.57% |
| CERITY PARTNERS LLC | 08/14/2026 | 116.67 K | $10.16 M | 10.57% | 0.54% |
| INVESCO LTD. | 08/14/2026 | 114.00 K | $9.92 M | -17.94% | 0.53% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 104.01 K | $9.05 M | 11.58% | 0.48% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 101.63 K | $8.85 M | 4.59% | 0.47% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 08/13/2026 | 101.38 K | $8.83 M | 1.16% | 0.47% |
| CITADEL ADVISORS LLC | 09/02/2026 | 98.35 K | $8.56 M | 123.55% | 0.45% |
| MOODY ALDRICH PARTNERS LLC | 07/15/2026 | 92.96 K | $8.09 M | -11.75% | 0.43% |
| STATE OF WISCONSIN INVESTMENT BOARD | 08/14/2026 | 91.09 K | $7.93 M | 3.74% | 0.42% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 88.35 K | $7.69 M | 17.20% | 0.41% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 85.69 K | $7.46 M | -41.98% | 0.40% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 70.04 K | $6.10 M | 100.00% | 0.32% |
| FRANKLIN RESOURCES INC | 08/13/2026 | 69.46 K | $6.05 M | 0.64% | 0.32% |
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Pathward Financial Inc institutional Ownership - FAQ's
During the previous two years, 392 institutional investors and hedge funds held shares of Pathward Financial Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 3.1 M
FMR LLC: 1.8 M
STATE STREET CORP: 1.44 M
AMERICAN CENTURY COMPANIES INC: 1.27 M
DIMENSIONAL FUND ADVISORS LP: 1.06 M
GEODE CAPITAL MANAGEMENT, LLC: 733,095
97.00% of Pathward Financial Inc stock is owned by institutional investors.
Institutional investors have bought a total of 30.43 M shares in the last 24 months. This purchase volume represents approximately $2.85 B in transactions.