Pathward Financial Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 3.16 M | $281.94 M | -3.48% | 14.16% |
| FMR LLC | 05/15/2026 | 1.96 M | $174.58 M | 13.92% | 8.77% |
| STATE STREET CORP | 05/15/2026 | 1.33 M | $118.63 M | 2.62% | 5.96% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 1.14 M | $101.58 M | -4.20% | 5.10% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 1.09 M | $97.56 M | -1.02% | 4.90% |
| 05/15/2026 | 750.16 K | $66.94 M | 100.00% | 3.36% | |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 699.75 K | $62.45 M | 1.10% | 3.14% |
| EARNEST PARTNERS LLC | 05/15/2026 | 573.51 K | $51.17 M | 100.00% | 2.57% |
| 05/08/2026 | 436.44 K | $38.94 M | 100.00% | 1.96% | |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 05/13/2026 | 356.20 K | $31.78 M | 34.87% | 1.60% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 302.50 K | $26.99 M | 571.33% | 1.36% |
| JPMORGAN CHASE & CO | 05/13/2026 | 274.96 K | $24.16 M | -18.66% | 1.23% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 269.96 K | $24.09 M | 43.60% | 1.21% |
| MAWER INVESTMENT MANAGEMENT LTD. | 05/06/2026 | 268.54 K | $23.96 M | -13.55% | 1.20% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 267.44 K | $23.86 M | -2.67% | 1.20% |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/06/2026 | 263.91 K | $23.55 M | 750.07% | 1.18% |
| NORTHERN TRUST CORP | 05/14/2026 | 257.14 K | $22.94 M | 3.09% | 1.15% |
| MORGAN STANLEY | 05/15/2026 | 237.95 K | $21.23 M | -25.69% | 1.07% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 232.83 K | $20.96 M | 45.82% | 1.04% |
| CLEARBRIDGE INVESTMENTS, LLC | 05/13/2026 | 209.22 K | $18.67 M | 34.77% | 0.94% |
| ELGETHUN CAPITAL MANAGEMENT | 05/14/2026 | 203.76 K | $18.18 M | 0.48% | 0.91% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 199.74 K | $17.82 M | -19.41% | 0.90% |
| NUVEEN, LLC | 04/30/2026 | 186.89 K | $16.68 M | -14.47% | 0.84% |
| PANAGORA ASSET MANAGEMENT INC | 05/14/2026 | 174.78 K | $15.60 M | 0.30% | 0.78% |
| JANE STREET GROUP, LLC | 05/12/2026 | 163.23 K | $14.56 M | 228.65% | 0.73% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 159.17 K | $14.20 M | -4.86% | 0.71% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 155.29 K | $13.86 M | 2.32% | 0.70% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 151.89 K | $13.55 M | 39.48% | 0.68% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 147.70 K | $13.18 M | -2.83% | 0.66% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 146.66 K | $13.09 M | 100.00% | 0.66% |
| APTUS CAPITAL ADVISORS, LLC | 05/11/2026 | 144.27 K | $12.87 M | 1.02% | 0.65% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 143.57 K | $12.81 M | -1.56% | 0.64% |
| INVESCO LTD. | 05/12/2026 | 138.92 K | $12.40 M | -35.64% | 0.62% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 132.41 K | $11.81 M | 17.94% | 0.59% |
| SEI INVESTMENTS CO | 05/13/2026 | 131.37 K | $11.72 M | 1,637.48% | 0.59% |
| PHOCAS FINANCIAL CORP. | 05/01/2026 | 130.13 K | $11.61 M | -21.78% | 0.58% |
| UBS GROUP AG | 05/05/2026 | 118.04 K | $10.53 M | 26.25% | 0.53% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 108.06 K | $9.64 M | 100.00% | 0.48% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2026 | 107.79 K | $9.62 M | 107.73% | 0.48% |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | 05/15/2026 | 105.87 K | $9.45 M | -8.34% | 0.47% |
| CERITY PARTNERS LLC | 05/15/2026 | 105.51 K | $9.41 M | -11.70% | 0.47% |
| MOODY ALDRICH PARTNERS LLC | 04/20/2026 | 105.34 K | $9.40 M | -1.04% | 0.47% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 05/13/2026 | 100.22 K | $8.94 M | -2.81% | 0.45% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 97.18 K | $8.67 M | 100.00% | 0.44% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/11/2026 | 96.56 K | $8.62 M | -33.38% | 0.43% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 93.21 K | $8.32 M | 271.07% | 0.42% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 89.00 K | $7.94 M | -56.47% | 0.40% |
| STATE OF WISCONSIN INVESTMENT BOARD | 05/15/2026 | 87.80 K | $7.83 M | -8.07% | 0.39% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 85.41 K | $7.62 M | 42.51% | 0.38% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 75.39 K | $6.73 M | 84.00% | 0.34% |
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Pathward Financial Inc institutional Ownership - FAQ's
During the previous two years, 372 institutional investors and hedge funds held shares of Pathward Financial Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 3.16 M
FMR LLC: 1.96 M
STATE STREET CORP: 1.33 M
AMERICAN CENTURY COMPANIES INC: 1.14 M
DIMENSIONAL FUND ADVISORS LP: 1.09 M
GEODE CAPITAL MANAGEMENT, LLC: 699,745
92.57% of Pathward Financial Inc stock is owned by institutional investors.
Institutional investors have bought a total of 28.84 M shares in the last 24 months. This purchase volume represents approximately $2.70 B in transactions.