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Who owns CASHWhat CASH owns — n/a

Who owns Pathward Financial, Inc.?

Institutional ownership of CASH from SEC Form 13F filings across 195 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

195

13F holders

$1.36B

value, 2026 filers

74.8%

of shares outstanding (15.8M sh)

27

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of CASH's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1BlackRock, Inc.3.1M$270.3M0.0%14.7%-1.7%
2FMR LLC1.8M$157.0M0.0%8.5%-7.8%
3AMERICAN CENTURY COMPANIES INC1.3M$110.6M0.0%6%+11.6%
4GEODE CAPITAL MANAGEMENT, LLC733,095$63.8M0.0%3.5%+4.8%
5VANGUARD CAPITAL MANAGEMENT LLC729,199$63.5M0.0%3.5%-51.4%
6VANGUARD PORTFOLIO MANAGEMENT LLC443,000$38.6M0.0%2.1%+1.5%
7Allspring Global Investments Holdings, LLC339,293$30.4M0.0%1.6%+45.7%
8Qube Research & Technologies Ltd297,329$25.9M0.0%1.4%+438.6%
9JPMORGAN CHASE & CO285,040$24.7M0.0%1.4%+3.7%
10BANK OF AMERICA CORP /DE/279,600$24.3M0.0%1.3%-7.6%
11Sixth Street Partners Management Company, L.P.NEW268,911$23.4M4.0%1.3%new
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC268,911$23.4M0.0%1.3%+0.6%
13NEW YORK STATE COMMON RETIREMENT FUND264,013$23.0M0.0%1.3%0.0%
14D. E. Shaw & Co., Inc.256,026$22.3M0.0%1.2%+93.4%
15MORGAN STANLEY245,918$21.4M0.0%1.2%+3.3%
16NORTHERN TRUST CORP236,711$20.6M0.0%1.1%-7.9%
17GOLDMAN SACHS GROUP INC228,064$19.9M0.0%1.1%+14.2%
18Elgethun Capital Management210,540$18.3M2.6%1%+3.3%
19Clearbridge Investments, LLC208,621$18.2M0.0%1%-0.3%
20Public Sector Pension Investment Board202,758$17.7M0.0%1%+102.3%
21MILLENNIUM MANAGEMENT LLC166,532$14.5M0.0%0.8%+87.1%
22Bank of New York Mellon Corp159,872$13.9M0.0%0.8%+0.4%
23UBS Group AG154,947$13.5M0.0%0.7%+31.3%
24PRINCIPAL FINANCIAL GROUP INC152,260$13.3M0.0%0.7%+0.2%
25DEUTSCHE BANK AG\148,115$12.9M0.0%0.7%+3.2%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.