DOSSIER · 13F Holders · Q4 2025Financial Services · Banks - Regional
CADE

CADENCE BANK

21 institutions still hold CADENCE BANK as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 12740C103·Banks - Regional·21 13F holders·last filed Dec 31, 2025
Market cap
—
13F value held
$296M
visible holders
Holders
21
filers reporting
Concentration
42.28%
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) #1
top holder share
AI Holders Summary · Q4 2025

21 institutions reported CADE in Q4 2025. OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) leads at 42.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)
CIK 0001132716
$125M2.9M3.33%Q4 2025
02
AQR Arbitrage LLC
CIK 0001167456
$93M2.2M1.96%Q4 2025
03
Cadence Bank
CIK 0001299939
$55M1.3M3.20%Q4 2025
04
CIBC Private Wealth Group LLC
CIK 0001298088
$6M137K0.01%Q4 2025
05
AlphaQuest LLC
CIK 0001883897
$4M91K0.22%Q4 2025
06
COMERICA BANK
CIK 0000901541
$4M84K0.01%Q4 2025
07
Louisiana State Employees Retirement System
CIK 0001537191
$2M52K0.04%Q4 2025
08
WOLVERINE TRADING, LLC
CIK 0000927337
$2M57K0.00%Q3 2025
09
Glenmede Investment Management, LP
CIK 0001644465
$1M37K0.01%Q3 2025
10
SYNOVUS FINANCIAL CORP
CIK 0000018349
$1M37K0.02%Q3 2025
11
AXA Investment Managers S.A.
CIK 0001826635
$1M29K0.00%Q3 2025
12
D. E. Shaw & Co., Inc.
CIK 0001009207
$306K7K0.00%Q4 2025
13
Stonegate Investment Group, LLC
CIK 0001904154
$298K8K0.01%Q3 2025
14
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$297K7K0.00%Q4 2025
15
SHELL ASSET MANAGEMENT CO
CIK 0001211028
$64K2K0.01%Q3 2025
16
Accredited Wealth Management, LLC
CIK 0002056519
$13K7K0.01%Q3 2025
17
Hemington Wealth Management
CIK 0001838234
$8K2250.00%Q3 2025
18
First Horizon Advisors, Inc.
CIK 0001588539
$4K1130.00%Q2 2025
19
Principia Wealth Advisory, LLC
CIK 0002041436
$1K290.00%Q4 2025
20
Parkworth Wealth Management, Inc.
CIK 0002026602
$22470.00%Q2 2025
Page 1 of 2
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Insiders at CADENCE BANK
Tortorici Samuel M. →Schultz J. Randall →Hamilton Aimee T →Braddock Edward H. →Ray Sheila →Clark Thomas D →