CASH Institutional Ownership & Shareholders
PATHWARD FINANCIAL INC (CASH) is currently held by 273 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.90B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of CASH tracked by InsiderSet, reporting ownership valued at approximately $270.27M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $240.38M, representing an estimated loss of -11.06% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed CASH value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Fmr Llc, State Street Corp, and several other long-term asset managers with concentrated positions in PATHWARD FINANCIAL INC (CASH).
This page ranks the largest institutional CASH shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
273
Total Reported Value
$1.90B
Largest Holder
Blackrock, Inc.
Largest Position
$270.27M
Insider Transactions (90d)
14
Latest Filing Quarter
Q2 2026
New Institutional Positions
36
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 3,104,464 | $270,274,635 | $240,378,648 | -$29,895,987 | -11.06% | |
| Fmr Llc | 0.01% | 1,803,772 | $157,036,429 | $139,666,066 | -$17,370,363 | -11.06% | |
| State Street Corp | 0.00% | 1,438,880 | $125,335,981 | $111,412,478 | -$13,923,503 | -11.11% | |
| American Century Companies Inc | 0.05% | 1,269,975 | $110,564,023 | $98,334,164 | -$12,229,859 | -11.06% | |
| Dimensional Fund Advisors Lp | 0.02% | 1,064,854 | $92,705,489 | $82,451,645 | -$10,253,844 | -11.06% | |
| Pure Financial Advisors, Llc | 0.93% | 0 | $73,076,146 | — | — | — | |
| Geode Capital Management, Llc | 0.00% | 733,095 | $63,831,344 | $56,763,546 | -$7,067,798 | -11.07% | |
| Vanguard Capital Management Llc | 0.00% | 729,199 | $63,484,065 | $56,461,879 | -$7,022,186 | -11.06% | |
| Earnest Partners Llc | 0.18% | 568,923 | $49,530,436 | $44,051,708 | -$5,478,728 | -11.06% | |
| Vanguard Portfolio Management Llc | 0.00% | 443,000 | $38,567,580 | $34,301,490 | -$4,266,090 | -11.06% | |
| Neumeier Poma Investment Counsel Llc | 2.10% | 351,870 | $30,633,802 | $27,245,294 | -$3,388,508 | -11.06% | |
| Allspring Global Investments Holdings, Llc | 0.05% | 339,293 | $30,431,189 | $26,271,457 | -$4,159,732 | -13.67% | |
| Austin Asset Management Co Inc | 3.94% | 0 | $29,414,223 | — | — | — | |
| Qube Research & Technologies Ltd | 0.03% | 297,329 | $25,885,463 | $23,022,184 | -$2,863,279 | -11.06% | |
| Jpmorgan Chase & Co | 0.00% | 285,040 | $24,716,897 | $22,070,647 | -$2,646,250 | -10.71% | |
| Bank Of America Corp | 0.00% | 279,600 | $24,342,000 | $21,649,428 | -$2,692,572 | -11.06% | |
| Mawer Investment Management Ltd. | 0.16% | 271,655 | $23,650,284 | $21,034,247 | -$2,616,037 | -11.06% | |
| Charles Schwab Investment Management Inc | 0.00% | 268,911 | $23,411,392 | $20,821,779 | -$2,589,613 | -11.06% | |
| New York State Common Retirement Fund | 0.03% | 264,013 | $22,984,972 | $20,442,527 | -$2,542,445 | -11.06% | |
| D. E. Shaw & Co., Inc. | 0.01% | 256,026 | $22,289,623 | $19,824,093 | -$2,465,530 | -11.06% | |
| Morgan Stanley | 0.00% | 245,918 | $21,409,830 | $19,041,431 | -$2,368,399 | -11.06% | |
| Northern Trust Corp | 0.00% | 236,711 | $20,608,061 | $18,328,533 | -$2,279,528 | -11.06% | |
| Goldman Sachs Group Inc | 0.00% | 228,064 | $19,855,252 | $17,658,996 | -$2,196,256 | -11.06% | |
| Elgethun Capital Management | 2.55% | 210,540 | $18,329,629 | $16,302,112 | -$2,027,517 | -11.06% | |
| Clearbridge Investments, Llc | 0.02% | 208,621 | $18,162,575 | $16,153,524 | -$2,009,051 | -11.06% | |
| Panagora Asset Management Inc | 0.05% | 180,973 | $15,755,509 | $14,012,739 | -$1,742,770 | -11.06% | |
| Millennium Management Llc | 0.01% | 166,532 | $14,498,276 | $12,894,573 | -$1,603,703 | -11.06% | |
| Bank Of New York Mellon Corp | 0.00% | 159,872 | $13,918,436 | $12,378,889 | -$1,539,547 | -11.06% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 155,287 | $13,856,259 | $12,023,872 | -$1,832,387 | -13.22% | |
| Ubs Group Ag | 0.00% | 154,947 | $13,489,686 | $11,997,546 | -$1,492,140 | -11.06% | |
| Deutsche Bank Ag\ | 0.00% | 148,115 | $12,894,893 | $11,468,544 | -$1,426,349 | -11.06% | |
| Aptus Capital Advisors, Llc | 0.09% | 145,145 | $12,636,324 | $11,238,577 | -$1,397,747 | -11.06% | |
| Two Sigma Investments, Lp | 0.01% | 144,359 | $12,567,895 | $11,177,717 | -$1,390,178 | -11.06% | |
| Vanguard Fiduciary Trust Co | 0.00% | 142,654 | $12,419,457 | $11,045,699 | -$1,373,758 | -11.06% | |
| Sei Investments Co | 0.01% | 138,462 | $12,054,496 | $10,721,113 | -$1,333,383 | -11.06% | |
| Bridgeway Capital Management, Llc | 0.20% | 130,340 | $11,347,400 | $10,092,226 | -$1,255,174 | -11.06% | |
| Nuveen, Llc | 0.00% | 128,568 | $11,193,130 | $9,955,020 | -$1,238,110 | -11.06% | |
| Phocas Financial Corp. | 1.49% | 123,662 | $10,766,014 | $9,575,149 | -$1,190,865 | -11.06% | |
| Financial Insights, Inc. | 2.71% | 0 | $10,680,010 | — | — | — | |
| Cerity Partners Llc | 0.01% | 116,665 | $10,156,774 | $9,033,371 | -$1,123,403 | -11.06% | |
| Invesco Ltd. | 0.00% | 113,998 | $9,924,666 | $8,826,865 | -$1,097,801 | -11.06% | |
| Wells Fargo & Company/Mn | 0.00% | 104,005 | $9,054,690 | $8,053,107 | -$1,001,583 | -11.06% | |
| Empowered Funds, Llc | 0.05% | 101,634 | $8,848,256 | $7,869,521 | -$978,735 | -11.06% | |
| Public Sector Pension Investment Board | 0.02% | 101,379 | $8,826,056 | $7,849,776 | -$976,280 | -11.06% | |
| Citadel Advisors Llc | 0.00% | 98,349 | $8,562,264 | $7,615,163 | -$947,101 | -11.06% | |
| State Of Wisconsin Investment Board | 0.02% | 91,086 | $7,929,947 | $7,052,789 | -$877,158 | -11.06% | |
| Envestnet Asset Management Inc | 0.00% | 88,352 | $7,691,940 | $6,841,095 | -$850,845 | -11.06% | |
| Wellington Management Group Llp | 0.00% | 85,691 | $7,460,258 | $6,635,054 | -$825,204 | -11.06% | |
| Principal Financial Group Inc | 0.00% | 100,275 | $7,133,564 | $7,764,293 | +$630,729 | +8.84% | |
| Moody Aldrich Partners Llc | 1.32% | 96,864 | $6,890,905 | $7,500,180 | +$609,275 | +8.84% |
Frequently asked questions about CASH
Who are the largest institutional holders of CASH?
The largest institutional holders of CASH reported in the latest SEC Form 13F filings include Blackrock, Inc., Fmr Llc, State Street Corp, American Century Companies Inc, and Dimensional Fund Advisors Lp. InsiderSet ranks institutional holders by their latest reported CASH position.
What is CASH institutional ownership?
This page tracks CASH positions reported by institutional investment managers through SEC Form 13F. PATHWARD FINANCIAL INC (CASH) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CASH?
InsiderSet currently tracks 273 institutional managers reporting CASH holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CASH shareholders.
How much CASH stock do institutions own?
Institutional investment managers disclosed approximately $1.90B in CASH holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CASH institutional ownership last updated?
The latest CASH institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CASH holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CASH position after the reporting date.
Are institutions buying or selling CASH?
Institutional buying and selling can be analyzed by comparing CASH positions across consecutive 13F reporting periods. InsiderSet's CASH Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CASH ownership changes.
How has CASH institutional ownership changed over time?
InsiderSet tracks CASH institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.