Pathward Financial, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 3.57 M | $262.35 M | -2.75% | 14.72% |
| FMR LLC | 02/13/2025 | 2.20 M | $162.14 M | 7.37% | 8.75% |
| VANGUARD GROUP INC | 02/11/2025 | 1.78 M | $130.89 M | -4.72% | 7.07% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 1.42 M | $104.47 M | -3.22% | 5.64% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 830,726 | $61.12 M | 7.53% | 3.30% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 711,538 | $52.36 M | 1.67% | 2.83% |
| AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 643,150 | $47.32 M | 10.85% | 2.66% |
| JPMORGAN CHASE & CO | 02/12/2025 | 569,238 | $41.88 M | 52.24% | 2.26% |
| 02/21/2025 | 437,937 | $437,937 | 100.00% | 1.81% | |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 383,036 | $28.18 M | 4.29% | 1.52% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 331,455 | $24.39 M | 0.93% | 1.37% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 318,931 | $23.47 M | -1.82% | 1.27% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/10/2025 | 289,467 | $19.11 M | -0.19% | 1.20% |
| MAWER INVESTMENT MANAGEMENT LTD. | 02/12/2025 | 258,815 | $19.04 M | 14.61% | 1.07% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 02/14/2025 | 248,219 | $18.26 M | 21.10% | 1.02% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 02/14/2025 | 234,937 | $17.29 M | 3.97% | 0.97% |
| INVESCO LTD. | 02/13/2025 | 234,719 | $17.27 M | -26.72% | 0.93% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 203,556 | $14.98 M | -3.69% | 0.81% |
| NANTAHALA CAPITAL MANAGEMENT, LLC | 02/14/2025 | 191,343 | $14.08 M | -27.58% | 0.79% |
| FOUNDRY PARTNERS, LLC | 02/12/2025 | 174,213 | $12.82 M | 32.52% | 0.72% |
| PHOCAS FINANCIAL CORP. | 03/05/2025 | 172,777 | $12.71 M | -0.88% | 0.71% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/14/2025 | 168,785 | $12.42 M | -7.83% | 0.70% |
| ELGETHUN CAPITAL MANAGEMENT | 02/13/2025 | 166,489 | $12.25 M | -14.23% | 0.69% |
| PANAGORA ASSET MANAGEMENT INC | 02/13/2025 | 164,406 | $12.10 M | -0.79% | 0.65% |
| ORCHARD CAPITAL MANAGEMENT, LLC | 02/14/2025 | 155,831 | $11.57 M | -5.60% | 0.64% |
| ASSENAGON ASSET MANAGEMENT S.A. | 01/14/2025 | 147,660 | $10.86 M | 100.00% | 0.61% |
| TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 150,519 | $11.08 M | -2.74% | 0.60% |
| MOODY ALDRICH PARTNERS LLC | 01/23/2025 | 138,409 | $10.18 M | 11.51% | 0.57% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 02/14/2025 | 138,084 | $10.16 M | -5.73% | 0.57% |
| TWO SIGMA ADVISERS, LP | 02/14/2025 | 130,400 | $9.59 M | 4.49% | 0.52% |
| PRINCIPAL FINANCIAL GROUP INC | 01/31/2025 | 120,731 | $8.88 M | 2.39% | 0.48% |
| ALGERT GLOBAL LLC | 02/14/2025 | 114,977 | $8.46 M | 1.32% | 0.47% |
| VINVA INVESTMENT MANAGEMENT LTD | 02/11/2025 | 110,809 | $65.51 M | 6.03% | 0.46% |
| JUPITER ASSET MANAGEMENT LTD | 02/10/2025 | 100,345 | $7.38 M | -14.82% | 0.41% |
| APTUS CAPITAL ADVISORS, LLC | 02/14/2025 | 99,794 | $7.34 M | 100.00% | 0.41% |
| STATE OF WISCONSIN INVESTMENT BOARD | 02/14/2025 | 97,391 | $7.17 M | 5.80% | 0.39% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/14/2025 | 87,131 | $6.41 M | -9.90% | 0.36% |
| TUDOR INVESTMENT CORP ET AL | 02/14/2025 | 87,016 | $6.40 M | 31.62% | 0.36% |
| D. E. SHAW & CO., INC. | 02/14/2025 | 82,400 | $6.06 M | -33.06% | 0.34% |
| RHUMBLINE ADVISERS | 01/30/2025 | 71,684 | $5.27 M | -0.84% | 0.28% |
| LEGAL & GENERAL GROUP PLC | 02/13/2025 | 69,525 | $5.12 M | -3.24% | 0.28% |
| F/M INVESTMENTS LLC | 02/13/2025 | 62,846 | $4.62 M | -66.90% | 0.26% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 62,176 | $4.57 M | -9.68% | 0.26% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 02/12/2025 | 60,858 | $4.48 M | -4.40% | 0.25% |
| PRUDENTIAL FINANCIAL INC | 02/11/2025 | 60,250 | $4.43 M | 8.15% | 0.24% |
| CITIGROUP INC | 02/12/2025 | 56,373 | $4.15 M | 7.73% | 0.23% |
| FIRST TRUST ADVISORS LP | 02/13/2025 | 58,293 | $4.29 M | -3.21% | 0.23% |
| BARCLAYS PLC | 02/13/2025 | 57,775 | $4.25 M | 2.57% | 0.23% |
| EPOCH INVESTMENT PARTNERS, INC. | 02/13/2025 | 55,013 | $4.05 M | 3.56% | 0.23% |
| JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC. | 01/24/2025 | 54,849 | $4.04 M | 0.00% | 0.23% |
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Pathward Financial, Inc. institutional Ownership - FAQ's
During the previous two years, 337 institutional investors and hedge funds held shares of Pathward Financial, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 3.57 M
FMR LLC: 2.2 M
VANGUARD GROUP INC: 1.78 M
DIMENSIONAL FUND ADVISORS LP: 1.42 M
GOLDMAN SACHS GROUP INC: 830,726
GEODE CAPITAL MANAGEMENT, LLC: 711,538
94.53% of Pathward Financial, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 27.61 M shares in the last 24 months. This purchase volume represents approximately $2.06 B in transactions.