Pathward Financial, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SEROS FINANCIAL, LLC | 11/05/2025 | 6.50 M | $6.50 M | 100.00% | 28.25% |
| BLACKROCK, INC. | 11/12/2025 | 3.31 M | $244.97 M | -2.08% | 14.39% |
| FMR LLC | 11/13/2025 | 2.07 M | $153.49 M | -4.44% | 9.01% |
| VANGUARD GROUP INC | 11/07/2025 | 1.86 M | $137.46 M | 0.77% | 8.07% |
| STATE STREET CORP | 11/14/2025 | 1.39 M | $103.07 M | -1.32% | 6.05% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 1.14 M | $84.23 M | -3.10% | 4.95% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 1.05 M | $77.70 M | 44.60% | 4.56% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 699.45 K | $51.77 M | -0.05% | 3.04% |
| MORGAN STANLEY | 11/14/2025 | 444.02 K | $32.86 M | -7.66% | 1.93% |
| JPMORGAN CHASE & CO | 11/26/2025 | 392.79 K | $29.07 M | -10.30% | 1.71% |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 11/12/2025 | 348.59 K | $25.80 M | 62.03% | 1.52% |
| MAWER INVESTMENT MANAGEMENT LTD. | 11/04/2025 | 346.06 K | $25.61 M | 35.71% | 1.50% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 285.33 K | $21.12 M | -3.28% | 1.24% |
| NORTHERN TRUST CORP | 11/14/2025 | 271.61 K | $20.10 M | 6.17% | 1.18% |
| NUVEEN, LLC | 11/12/2025 | 246.50 K | $18.24 M | -14.15% | 1.07% |
| INVESCO LTD. | 11/13/2025 | 209.67 K | $15.52 M | -19.84% | 0.91% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11/14/2025 | 200.35 K | $14.83 M | -38.39% | 0.87% |
| ELGETHUN CAPITAL MANAGEMENT | 11/13/2025 | 197.23 K | $14.47 M | 12.57% | 0.86% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 189.32 K | $14.01 M | 27.10% | 0.82% |
| VINVA INVESTMENT MANAGEMENT LTD | 11/13/2025 | 188.80 K | $140.36 M | 24.19% | 0.82% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 188.19 K | $13.93 M | 17.35% | 0.82% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 179.13 K | $13.26 M | -3.90% | 0.78% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 178.71 K | $13.23 M | -4.82% | 0.78% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 174.87 K | $12.94 M | -1.87% | 0.76% |
| PANAGORA ASSET MANAGEMENT INC | 11/13/2025 | 166.88 K | $12.35 M | 0.45% | 0.73% |
| PHOCAS FINANCIAL CORP. | 11/12/2025 | 166.76 K | $12.34 M | 2.08% | 0.72% |
| CLEARBRIDGE INVESTMENTS, LLC | 11/13/2025 | 157.42 K | $11.65 M | 23.97% | 0.68% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 154.82 K | $11.46 M | 422.74% | 0.67% |
| APTUS CAPITAL ADVISORS, LLC | 11/12/2025 | 142.22 K | $10.53 M | 15.16% | 0.62% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 11/14/2025 | 133.93 K | $9.91 M | -45.50% | 0.58% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/20/2025 | 133.23 K | $9.81 M | 24.26% | 0.58% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 127.71 K | $9.52 M | -39.00% | 0.56% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 125.40 K | $9.28 M | 3.64% | 0.55% |
| CSM ADVISORS, LLC | 11/14/2025 | 117.61 K | $8.71 M | 9.96% | 0.51% |
| MOODY ALDRICH PARTNERS LLC | 10/21/2025 | 111.57 K | $8.26 M | -16.93% | 0.49% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 111.05 K | $8.22 M | -23.50% | 0.48% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/13/2025 | 98.14 K | $7.26 M | 0.43% | 0.43% |
| D. E. SHAW & CO., INC. | 11/14/2025 | 93.00 K | $6.88 M | 57.76% | 0.40% |
| STATE OF WISCONSIN INVESTMENT BOARD | 11/14/2025 | 90.75 K | $6.72 M | -0.18% | 0.39% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/06/2025 | 89.52 K | $6.63 M | -5.14% | 0.39% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 81.88 K | $6.06 M | -13.86% | 0.36% |
| UBS GROUP AG | 11/13/2025 | 79.54 K | $5.89 M | 36.20% | 0.35% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11/14/2025 | 79.01 K | $5.85 M | -4.15% | 0.34% |
| INTECH INVESTMENT MANAGEMENT LLC | 11/12/2025 | 77.54 K | $5.74 M | -17.39% | 0.34% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 77.50 K | $5.74 M | 100.00% | 0.34% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 76.35 K | $5.65 M | 7.51% | 0.33% |
| JUPITER ASSET MANAGEMENT LTD | 11/10/2025 | 74.76 K | $5.53 M | -54.35% | 0.33% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 72.59 K | $5.37 M | 170.54% | 0.32% |
| JANE STREET GROUP, LLC | 11/14/2025 | 68.86 K | $5.10 M | 181.22% | 0.30% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 65.05 K | $4.81 M | -5.10% | 0.28% |
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Pathward Financial, Inc. institutional Ownership - FAQ's
During the previous two years, 373 institutional investors and hedge funds held shares of Pathward Financial, Inc.. The most heavily invested institutionals were:
Seros Financial, LLC: 6.5 M
BlackRock, Inc.: 3.31 M
FMR LLC: 2.07 M
VANGUARD GROUP INC: 1.86 M
STATE STREET CORP: 1.39 M
DIMENSIONAL FUND ADVISORS LP: 1.14 M
119.22% of Pathward Financial, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 34.79 M shares in the last 24 months. This purchase volume represents approximately $2.56 B in transactions.