13F Insight
DOSSIER · 13F Holders · Q1 2026Financial Services · National Commercial BanksCheap mega-capRe-rated
CASH

PATHWARD FINANCIAL INC

289 institutions still hold PATHWARD FINANCIAL INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 59100U108·National Commercial Banks·289 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 2.5%
vs prior quarter
13F value held
$1.3B
46.0% inst. owned
of float
Holders
289
-16 QoQ
filers reporting
Activity
+31 / −28
+952 added · −872 reduced
this quarter
Concentration
21.63%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

289 institutions reported CASH in Q1 2026. BlackRock, Inc. leads at 21.6% of the visible book. -16 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$282M3.2M0.00%Q1 202602
FMR LLC
CIK 0000315066
$175M2.0M0.01%Q1 202603
STATE STREET CORP
CIK 0000093751
$119M1.3M0.00%Q1 202604
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$102M1.1M0.05%Q1 202605
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$98M1.1M0.02%Q1 202606
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$67M750K0.00%Q1 202607
Pure Financial Advisors, LLC
CIK 0001571556
$66M00.95%Q1 202608
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$62M700K0.00%Q1 202609
EARNEST PARTNERS LLC
CIK 0001102578
$51M574K0.21%Q1 202610
Vanguard Portfolio Management
CIK 0002100121
$39M436K0.00%Q1 202611
NEUMEIER POMA INVESTMENT COUNSEL LLC
CIK 0001044936
$32M356K2.62%Q1 202612
BANK OF AMERICA CORP /DE/
CIK 0000070858
$27M303K0.00%Q1 202613
JPMORGAN CHASE & CO
CIK 0000019617
$24M275K0.00%Q1 202614
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$24M270K0.02%Q1 202615
Mawer Investment Management Ltd.
CIK 0001538449
$24M269K0.16%Q1 202616
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$24M267K0.00%Q1 202617
NEW YORK STATE COMMON RETIREMENT FUND
CIK 0000810265
$24M264K0.03%Q1 202618
NORTHERN TRUST CORP
CIK 0000073124· Index
$23M257K0.00%Q1 202619
MORGAN STANLEY
CIK 0000895421
$21M238K0.00%Q1 202620
COMERICA BANK
CIK 0000901541
$21M296K0.08%Q4 2025
Page 1 of 15
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