CASS INFORMATION SYSTEMS INC (CASS) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $397.55M 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 $51.40M 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 $55.56M, representing an estimated gain of +8.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed CASS value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Capital Management Llc, Brown Advisory Inc, 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
166
Total Reported Value
$397.55M
Largest Holder
Blackrock, Inc.
Largest Position
$51.40M
Insider Transactions (90d)
3
Latest Filing Quarter
Q2 2026
New Institutional Positions
82
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% | 1,001,610 | $51,402,626 | $55,559,307 | +$4,156,681 | +8.09% | |
| Vanguard Capital Management Llc | 0.00% | 538,563 | $27,639,053 | $29,874,090 | +$2,235,037 | +8.09% | |
| Brown Advisory Inc | 0.04% | 527,301 | $27,061,079 | $29,249,386 | +$2,188,307 | +8.09% | |
| Heartland Advisors Inc | 1.13% | 493,406 | $25,321,596 | $27,369,231 | +$2,047,635 | +8.09% | |
| Speece Thorson Capital Group Inc | 3.81% | 347,328 | $17,825,000 | $19,266,284 | +$1,441,284 | +8.09% | |
| Dimensional Fund Advisors Lp | 0.00% | 341,431 | $17,522,344 | $18,939,178 | +$1,416,834 | +8.09% | |
| Geode Capital Management, Llc | 0.00% | 304,461 | $15,628,716 | $16,888,452 | +$1,259,736 | +8.06% | |
| State Street Corp | 0.00% | 289,009 | $14,831,942 | $16,031,329 | +$1,199,387 | +8.09% | |
| Proshare Advisors Llc | 0.02% | 279,918 | $14,365,393 | $15,527,051 | +$1,161,658 | +8.09% | |
| Tributary Capital Management, Llc | 1.02% | 241,747 | $12,406,466 | $13,409,706 | +$1,003,240 | +8.09% | |
| Vanguard Portfolio Management Llc | 0.00% | 180,902 | $9,283,891 | $10,034,634 | +$750,743 | +8.09% | |
| Punch & Associates Investment Management, Inc. | 0.40% | 156,527 | $8,032,966 | $8,682,553 | +$649,587 | +8.09% | |
| Crawford Investment Counsel Inc | 0.12% | 134,585 | $6,906,902 | $7,465,430 | +$558,528 | +8.09% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 125,341 | $6,432,500 | $6,952,665 | +$520,165 | +8.09% | |
| Csm Advisors, Llc | 0.13% | 116,750 | $5,992,000 | $6,476,123 | +$484,123 | +8.08% | |
| Aqr Capital Management Llc | 0.00% | 108,997 | $5,593,725 | $6,046,064 | +$452,339 | +8.09% | |
| Acumen Wealth Advisors, Llc | 1.15% | 105,619 | $5,420,368 | $5,858,686 | +$438,318 | +8.09% | |
| Northern Trust Corp | 0.00% | 105,172 | $5,397,428 | $5,833,891 | +$436,463 | +8.09% | |
| Charles Schwab Investment Management Inc | 0.00% | 95,919 | $4,922,563 | $5,320,627 | +$398,064 | +8.09% | |
| Nuveen, Llc | 0.00% | 85,787 | $4,402,589 | $4,758,605 | +$356,016 | +8.09% | |
| Goldman Sachs Group Inc | 0.00% | 84,019 | $4,311,855 | $4,660,534 | +$348,679 | +8.09% | |
| Vanguard Fiduciary Trust Co | 0.00% | 82,341 | $4,225,740 | $4,567,455 | +$341,715 | +8.09% | |
| Royce & Associates Lp | 0.03% | 81,470 | $4,181,040 | $4,519,141 | +$338,101 | +8.09% | |
| Two Sigma Investments, Lp | 0.00% | 80,434 | $4,127,873 | $4,461,674 | +$333,801 | +8.09% | |
| Hotchkis & Wiley Capital Management Llc | 0.01% | 80,232 | $4,117,506 | $4,450,469 | +$332,963 | +8.09% | |
| Ballast Asset Management, Lp | 1.58% | 77,287 | $3,966,369 | $4,287,110 | +$320,741 | +8.09% | |
| Gabelli Funds Llc | 0.02% | 69,398 | $3,561,505 | $3,849,507 | +$288,002 | +8.09% | |
| Bank Of New York Mellon Corp | 0.00% | 68,116 | $3,495,731 | $3,778,395 | +$282,664 | +8.09% | |
| Pinnacle Associates Ltd | 0.04% | 67,198 | $3,448,601 | $3,727,473 | +$278,872 | +8.09% | |
| Teacher Retirement System Of Texas | 0.01% | 66,850 | $3,430,742 | $3,708,170 | +$277,428 | +8.09% | |
| Envestnet Asset Management Inc | 0.00% | 60,938 | $3,127,333 | $3,380,231 | +$252,898 | +8.09% | |
| Russell Investments Group, Ltd. | 0.00% | 55,893 | $2,868,451 | $3,100,385 | +$231,934 | +8.09% | |
| Commerce Bank | 0.01% | 53,247 | $2,732,636 | $2,953,611 | +$220,975 | +8.09% | |
| Morgan Stanley | 0.00% | 52,520 | $2,695,366 | $2,913,284 | +$217,918 | +8.08% | |
| American Century Companies Inc | 0.00% | 51,455 | $2,640,671 | $2,854,209 | +$213,538 | +8.09% | |
| Deprince Race & Zollo Inc | 0.04% | 45,664 | $2,343,477 | $2,532,982 | +$189,505 | +8.09% | |
| Ifg Advisory, Llc | 0.08% | 45,349 | $2,327,326 | $2,515,509 | +$188,183 | +8.09% | |
| Sei Investments Co | 0.00% | 43,587 | $2,236,886 | $2,417,771 | +$180,885 | +8.09% | |
| First Trust Advisors Lp | 0.00% | 42,701 | $2,191,415 | $2,368,624 | +$177,209 | +8.09% | |
| Wells Fargo & Company/Mn | 0.00% | 40,259 | $2,066,112 | $2,233,167 | +$167,055 | +8.09% | |
| Lazard Asset Management Llc | 0.00% | 31,439 | $1,613,449 | $1,743,921 | +$130,472 | +8.09% | |
| Moneta Group Investment Advisors Llc | 0.01% | 31,411 | $1,612,013 | $1,742,368 | +$130,355 | +8.09% | |
| Price T Rowe Associates Inc | 0.00% | 31,313 | $1,607,000 | $1,736,932 | +$129,932 | +8.09% | |
| Emmett Investment Management, Lp | 1.08% | 29,401 | $1,540,024 | $1,630,873 | +$90,849 | +5.90% | |
| Commonwealth Equity Services, Llc | 0.00% | 29,483 | $1,513,050 | $1,635,422 | +$122,372 | +8.09% | |
| Xtx Topco Ltd | 0.02% | 27,099 | $1,390,721 | $1,503,182 | +$112,461 | +8.09% | |
| Cwa Asset Management Group, Llc | 0.04% | 25,917 | $1,330,051 | $1,437,616 | +$107,565 | +8.09% | |
| Jag Capital Management, Llc | 0.12% | 25,586 | $1,313,063 | $1,419,255 | +$106,192 | +8.09% | |
| Quantinno Capital Management Lp | 0.00% | 23,048 | $1,182,823 | $1,278,473 | +$95,650 | +8.09% | |
| Lvz, Inc. | 0.12% | 22,827 | $1,171,482 | $1,266,214 | +$94,732 | +8.09% |
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.