Pathward Financial Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 3.27 M | $232.42 M | -1.10% | 14.67% |
| FMR LLC | 02/17/2026 | 1.72 M | $121.93 M | -17.19% | 7.70% |
| VANGUARD GROUP INC | 01/29/2026 | 1.52 M | $107.71 M | -18.32% | 6.80% |
| STATE STREET CORP | 02/13/2026 | 1.29 M | $92.00 M | -6.96% | 5.80% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 1.19 M | $84.37 M | 13.20% | 5.33% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 1.10 M | $78.43 M | -2.94% | 4.95% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 692.12 K | $49.15 M | -1.05% | 3.10% |
| JPMORGAN CHASE & CO | 02/11/2026 | 338.03 K | $24.00 M | -13.94% | 1.51% |
| MORGAN STANLEY | 02/13/2026 | 320.21 K | $22.74 M | -27.88% | 1.44% |
| MAWER INVESTMENT MANAGEMENT LTD. | 02/10/2026 | 310.62 K | $22.05 M | -10.24% | 1.39% |
| COMERICA BANK | 01/29/2026 | 296.00 K | $21.02 M | 371.17% | 1.33% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 274.77 K | $19.51 M | -3.70% | 1.23% |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 02/11/2026 | 264.10 K | $18.75 M | -24.24% | 1.18% |
| NORTHERN TRUST CORP | 02/17/2026 | 249.43 K | $17.71 M | -8.17% | 1.12% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 247.83 K | $17.60 M | 30.91% | 1.11% |
| NUVEEN, LLC | 02/12/2026 | 218.51 K | $15.51 M | -11.36% | 0.98% |
| INVESCO LTD. | 02/19/2026 | 215.83 K | $15.32 M | 2.94% | 0.97% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 210.84 K | $14.97 M | 12.04% | 0.94% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 204.44 K | $14.52 M | 181.63% | 0.92% |
| ELGETHUN CAPITAL MANAGEMENT | 02/10/2026 | 202.78 K | $14.40 M | 2.81% | 0.91% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 187.99 K | $13.35 M | 5.19% | 0.84% |
| PANAGORA ASSET MANAGEMENT INC | 02/13/2026 | 174.25 K | $12.37 M | 4.42% | 0.78% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 167.31 K | $11.88 M | -6.60% | 0.75% |
| PHOCAS FINANCIAL CORP. | 01/26/2026 | 166.35 K | $11.81 M | -0.24% | 0.75% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 159.67 K | $11.48 M | 19.85% | 0.72% |
| CLEARBRIDGE INVESTMENTS, LLC | 02/11/2026 | 155.24 K | $11.02 M | -1.38% | 0.70% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 151.99 K | $10.79 M | -13.08% | 0.68% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 151.77 K | $10.78 M | -24.25% | 0.68% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 145.84 K | $10.35 M | -5.80% | 0.65% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2026 | 144.94 K | $10.29 M | 293.91% | 0.65% |
| APTUS CAPITAL ADVISORS, LLC | 02/13/2026 | 142.81 K | $10.14 M | 0.42% | 0.64% |
| NANTAHALA CAPITAL MANAGEMENT, LLC | 02/13/2026 | 131.61 K | $9.34 M | 1,477.84% | 0.59% |
| CERITY PARTNERS LLC | 02/11/2026 | 119.50 K | $8.48 M | 100.00% | 0.54% |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | 02/17/2026 | 115.51 K | $8.20 M | 3,777.31% | 0.52% |
| D. E. SHAW & CO., INC. | 02/17/2026 | 112.26 K | $7.97 M | 20.71% | 0.50% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 108.90 K | $7.73 M | -1.93% | 0.49% |
| MOODY ALDRICH PARTNERS LLC | 01/30/2026 | 106.45 K | $7.56 M | -4.60% | 0.48% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 103.20 K | $7.33 M | -17.70% | 0.46% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 02/13/2026 | 103.12 K | $7.32 M | 15.19% | 0.46% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 02/17/2026 | 100.39 K | $7.13 M | 27.07% | 0.45% |
| KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2026 | 97.76 K | $6.94 M | -0.38% | 0.44% |
| STATE OF WISCONSIN INVESTMENT BOARD | 02/17/2026 | 95.51 K | $6.78 M | 5.24% | 0.43% |
| UBS GROUP AG | 01/29/2026 | 93.50 K | $6.64 M | 17.54% | 0.42% |
| INTECH INVESTMENT MANAGEMENT LLC | 02/10/2026 | 75.69 K | $5.37 M | -2.39% | 0.34% |
| BOOTHBAY FUND MANAGEMENT, LLC | 02/17/2026 | 70.90 K | $5.03 M | 100.00% | 0.32% |
| ALGERT GLOBAL LLC | 02/17/2026 | 64.90 K | $4.61 M | 0.00% | 0.29% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 63.19 K | $4.49 M | -2.86% | 0.28% |
| RHUMBLINE ADVISERS | 02/13/2026 | 61.82 K | $4.39 M | -4.58% | 0.28% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 59.93 K | $4.26 M | -26.81% | 0.27% |
| CSM ADVISORS, LLC | 02/11/2026 | 58.36 K | $4.14 M | -50.38% | 0.26% |
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Pathward Financial Inc institutional Ownership - FAQ's
During the previous two years, 381 institutional investors and hedge funds held shares of Pathward Financial Inc. The most heavily invested institutionals were:
Allspring Global Investments Holdings, LLC: 232,830
Nuveen, LLC: 186,889
Bank of New York Mellon Corp: 159,173
PRINCIPAL FINANCIAL GROUP INC: 151,892
Phocas Financial Corp.: 130,125
UBS Group AG: 118,036
90.22% of Pathward Financial Inc stock is owned by institutional investors.
Institutional investors have bought a total of 27.97 M shares in the last 24 months. This purchase volume represents approximately $2.62 B in transactions.