13F Insight
DOSSIER · 13F Holders · Q4 2025CyclicalNet sold
CADE

CADENCE BK

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

CUSIP 12740c103·43 13F holders·last filed Dec 31, 2025
Market cap
—
▲ 9.3%
vs prior quarter
13F value held
$368M
72.0% inst. owned
of float
Holders
43
-101 QoQ
filers reporting
Activity
+8 / −50
+1,026 added · −936 reduced
this quarter
Concentration
33.98%
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) #1
top holder share
AI Holders Summary · Q4 2025

43 institutions reported CADE in Q4 2025. OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) leads at 34.0% of the visible book. -101 net institutions QoQ — distribution reading.

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
$125M2.9M3.70%Q4 202502
AQR Arbitrage LLC
CIK 0001167456
$93M2.2M1.96%Q4 202503
Cadence Bank
CIK 0001299939
$55M1.3M3.20%Q4 202504
Sagefield Capital LP
CIK 0001771179
$25M578K2.10%Q4 202505
CITADEL ADVISORS LLC
CIK 0001423053
$17M393K0.00%Q4 202506
WATER ISLAND CAPITAL LLC
CIK 0001222765
$13M298K1.37%Q4 202507
CIBC Private Wealth Group LLC
CIK 0001298088
$6M137K0.01%Q4 202508
Vest Financial, LLC
CIK 0001709632
$6M130K0.07%Q4 202509
MARSHALL WACE, LLP
CIK 0001318757
$5M125K0.00%Q4 202510
Keeley-Teton Advisors, LLC
CIK 0001700530
$5M169K0.62%Q1 202511
AlphaQuest LLC
CIK 0001883897
$4M91K0.22%Q4 202512
COMERICA BANK
CIK 0000901541
$4M84K0.01%Q4 202513
Carmignac Gestion
CIK 0001569758
$3M71K0.04%Q4 202514
WOLVERINE TRADING, LLC
CIK 0000927337
$2M57K0.00%Q3 202515
Glenmede Investment Management, LP
CIK 0001644465
$1M37K0.01%Q3 202516
SYNOVUS FINANCIAL CORP
CIK 0000018349
$1M37K0.02%Q3 202517
AXA Investment Managers S.A.
CIK 0001826635
$1M29K0.00%Q3 202518
FORA Capital, LLC
CIK 0001742435
$888,93021K0.11%Q4 202519
Orion Portfolio Solutions, LLC
CIK 0001802647
$718,27322K0.00%Q1 202520
D. E. Shaw & Co., Inc.
CIK 0001009207
$306,1777K0.00%Q4 2025
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