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

CADENCE BANK

24 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·24 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$301M
visible holders
Holders
24
filers reporting
Concentration
41.46%
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) #1
top holder share
AI Holders Summary · Q4 2025

24 institutions reported CADE in Q4 2025. OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) leads at 41.5% 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
Keeley-Teton Advisors, LLC
CIK 0001700530
$5M169K0.62%Q1 2025
06
AlphaQuest LLC
CIK 0001883897
$4M91K0.22%Q4 2025
07
COMERICA BANK
CIK 0000901541
$4M84K0.01%Q4 2025
08
Louisiana State Employees Retirement System
CIK 0001537191
$2M52K0.04%Q4 2025
09
WOLVERINE TRADING, LLC
CIK 0000927337
$2M57K0.00%Q3 2025
10
Glenmede Investment Management, LP
CIK 0001644465
$1M37K0.01%Q3 2025
11
SYNOVUS FINANCIAL CORP
CIK 0000018349
$1M37K0.02%Q3 2025
12
AXA Investment Managers S.A.
CIK 0001826635
$1M29K0.00%Q3 2025
13
Orion Portfolio Solutions, LLC
CIK 0001802647
$718K22K0.00%Q1 2025
14
D. E. Shaw & Co., Inc.
CIK 0001009207
$306K7K0.00%Q4 2025
15
Stonegate Investment Group, LLC
CIK 0001904154
$298K8K0.01%Q3 2025
16
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$297K7K0.00%Q4 2025
17
SHELL ASSET MANAGEMENT CO
CIK 0001211028
$64K2K0.01%Q3 2025
18
Lindbrook Capital, LLC
CIK 0001767045
$21K6870.00%Q1 2025
19
Accredited Wealth Management, LLC
CIK 0002056519
$13K7K0.01%Q3 2025
20
Hemington Wealth Management
CIK 0001838234
$8K2250.00%Q3 2025
Page 1 of 2
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Insiders at CADENCE BANK
Tortorici Samuel M.Schultz J. RandallHamilton Aimee TBraddock Edward H.Ray SheilaClark Thomas D