CASS INFORMATION SYSTEMS INC (CASS) Top Institutional Shareholders
CASS INFORMATION SYSTEMS INC (CASS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $333.17M in CASS holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of CASS tracked by InsiderSet, reporting ownership valued at approximately $39.76M in its March 31, 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 $44.02M, representing an estimated gain of +10.70% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed CASS value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Focus Partners Wealth, Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in CASS INFORMATION SYSTEMS INC (CASS).
This page ranks the largest institutional CASS 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
155
Total Reported Value
$333.17M
Largest Holder
Blackrock, Inc.
Largest Position
$39.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
174
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% | 903,283 | $39,762,518 | $44,016,981 | +$4,254,463 | +10.70% | |
| Focus Partners Wealth | 0.03% | 686,008 | $30,198,073 | $33,429,170 | +$3,231,097 | +10.70% | |
| Vanguard Capital Management Llc | 0.00% | 550,455 | $24,231,029 | $26,823,672 | +$2,592,643 | +10.70% | |
| Brown Advisory Inc | 0.04% | 521,640 | $22,962,612 | $25,419,517 | +$2,456,905 | +10.70% | |
| Heartland Advisors Inc | 1.06% | 470,524 | $20,712,466 | $22,928,635 | +$2,216,169 | +10.70% | |
| Dimensional Fund Advisors Lp | 0.00% | 346,676 | $15,260,929 | $16,893,521 | +$1,632,592 | +10.70% | |
| Proshare Advisors Llc | 0.02% | 289,846 | $12,759,021 | $14,124,196 | +$1,365,175 | +10.70% | |
| Geode Capital Management, Llc | 0.00% | 288,921 | $12,721,332 | $14,079,120 | +$1,357,788 | +10.67% | |
| State Street Corp | 0.00% | 287,568 | $12,658,743 | $14,013,189 | +$1,354,446 | +10.70% | |
| Tributary Capital Management, Llc | 1.06% | 248,938 | $10,958,259 | $12,130,749 | +$1,172,490 | +10.70% | |
| Vanguard Portfolio Management Llc | 0.00% | 166,382 | $7,324,136 | $8,107,795 | +$783,659 | +10.70% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 137,690 | $6,061,114 | $6,709,634 | +$648,520 | +10.70% | |
| Emmett Investment Management, Lp | 4.32% | 127,559 | $5,654,690 | $6,215,950 | +$561,260 | +9.93% | |
| Crawford Investment Counsel Inc | 0.09% | 121,822 | $5,362,604 | $5,936,386 | +$573,782 | +10.70% | |
| Punch & Associates Investment Management, Inc. | 0.29% | 113,060 | $4,976,901 | $5,509,414 | +$532,513 | +10.70% | |
| Acumen Wealth Advisors, Llc | 1.25% | 105,819 | $4,658,153 | $5,156,560 | +$498,407 | +10.70% | |
| Northern Trust Corp | 0.00% | 100,560 | $4,426,651 | $4,900,289 | +$473,638 | +10.70% | |
| Charles Schwab Investment Management Inc | 0.00% | 94,619 | $4,165,128 | $4,610,784 | +$445,656 | +10.70% | |
| Royce & Associates Lp | 0.04% | 87,887 | $3,868,786 | $4,282,734 | +$413,948 | +10.70% | |
| Teacher Retirement System Of Texas | 0.02% | 85,833 | $3,778,369 | $4,182,642 | +$404,273 | +10.70% | |
| Goldman Sachs Group Inc | 0.00% | 81,589 | $3,591,548 | $3,975,832 | +$384,284 | +10.70% | |
| Hotchkis & Wiley Capital Management Llc | 0.01% | 79,532 | $3,500,999 | $3,875,594 | +$374,595 | +10.70% | |
| Vanguard Fiduciary Trust Co | 0.00% | 79,125 | $3,483,083 | $3,855,761 | +$372,678 | +10.70% | |
| Sei Investments Co | 0.00% | 71,068 | $3,128,417 | $3,463,144 | +$334,727 | +10.70% | |
| Gabelli Funds Llc | 0.02% | 69,398 | $3,054,900 | $3,381,765 | +$326,865 | +10.70% | |
| Bank Of New York Mellon Corp | 0.00% | 66,800 | $2,940,556 | $3,255,164 | +$314,608 | +10.70% | |
| Pinnacle Associates Ltd | 0.04% | 66,558 | $2,929,883 | $3,243,371 | +$313,488 | +10.70% | |
| Envestnet Asset Management Inc | 0.00% | 64,950 | $2,859,087 | $3,165,014 | +$305,927 | +10.70% | |
| Two Sigma Investments, Lp | 0.00% | 64,328 | $2,831,719 | $3,134,703 | +$302,984 | +10.70% | |
| Aqr Capital Management Llc | 0.00% | 57,804 | $2,544,550 | $2,816,789 | +$272,239 | +10.70% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 55,860 | $2,458,957 | $2,722,058 | +$263,101 | +10.70% |
| Commerce Bank | 0.01% | 54,222 | $2,386,852 | $2,642,238 | +$255,386 | +10.70% | |
| Citadel Advisors Llc | 0.00% | 54,148 | $2,383,594 | $2,638,632 | +$255,038 | +10.70% | |
| Morgan Stanley | 0.00% | 52,155 | $2,295,888 | $2,541,513 | +$245,625 | +10.70% | |
| Ballast Asset Management, Lp | 1.00% | 51,269 | $2,256,861 | $2,498,338 | +$241,477 | +10.70% | |
| American Century Companies Inc | 0.00% | 51,247 | $2,255,893 | $2,497,266 | +$241,373 | +10.70% | |
| First Trust Advisors Lp | 0.00% | 41,349 | $1,820,182 | $2,014,937 | +$194,755 | +10.70% | |
| Wells Fargo & Company/Mn | 0.00% | 33,713 | $1,484,026 | $1,642,834 | +$158,808 | +10.70% | |
| Moneta Group Investment Advisors Llc | 0.01% | 31,519 | $1,387,466 | $1,535,921 | +$148,455 | +10.70% | |
| Lazard Asset Management Llc | 0.00% | 30,485 | $1,341,950 | $1,485,534 | +$143,584 | +10.70% | |
| Jane Street Group, Llc | 0.00% | 29,489 | $1,298,106 | $1,436,999 | +$138,893 | +10.70% | |
| D. E. Shaw & Co., Inc. | 0.00% | 29,336 | $1,291,371 | $1,429,543 | +$138,172 | +10.70% | |
| Commonwealth Equity Services, Llc | 0.00% | 29,250 | $1,287,590 | $1,425,353 | +$137,763 | +10.70% | |
| Xtx Topco Ltd | 0.02% | 27,039 | $1,190,257 | $1,317,610 | +$127,353 | +10.70% | |
| Nuveen, Llc | 0.00% | 26,569 | $1,169,567 | $1,294,707 | +$125,140 | +10.70% | |
| Creative Planning | 0.00% | 26,194 | $1,153,060 | $1,276,434 | +$123,374 | +10.70% | |
| Jag Capital Management, Llc | 0.13% | 25,576 | $1,125,836 | $1,246,318 | +$120,482 | +10.70% | |
| Y-Intercept (Hong Kong) Ltd | 0.02% | 25,020 | $1,101,380 | $1,219,225 | +$117,845 | +10.70% | |
| Lvz, Inc. | 0.11% | 22,827 | $1,004,845 | $1,112,360 | +$107,515 | +10.70% | |
| Quantinno Capital Management Lp | 0.00% | 19,376 | $852,932 | $944,192 | +$91,260 | +10.70% |
Frequently asked questions about CASS
Who owns the most CASS stock?
The largest holders of CASS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CASS INFORMATION SYSTEMS INC (CASS).
Is CASS widely held by superinvestors?
Many widely followed stocks like CASS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CASS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.