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Pathward Financial Ownership | Who Owns Pathward Financial?

OverviewForecastRevenueFinancialsChartTranscripts

Pathward Financial Ownership Summary

Pathward Financial is owned by 50.02% institutional investors, 1.39% insiders, and 48.59% retail investors. Pinnacle wealth planning services is the largest institutional shareholder, holding 201.67% of CASH shares. Adviser Dividend Income is the top mutual fund, with 17.69% of its assets in Pathward Financial shares.

CASH Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockPathward Financial50.02%1.39%48.59%
SectorFinancial Services Stocks 40.29%14.61%45.11%
IndustryRegional Banks Stocks42.21%12.07%45.72%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Pinnacle wealth planning services50.76M201.67%$50.77M
Blackrock3.67M14.50%$207.41M
Revolve wealth partners3.63M14.44%$3.63M
Blackrock funding, inc. /de3.57M14.17%$262.35M
Fmr2.20M8.75%$162.14M
Vanguard group1.78M7.07%$130.89M
Dimensional fund advisors lp1.42M5.64%$104.47M
State street1.26M4.98%$71.22M
Goldman sachs group830.73K3.30%$61.12M
Geode capital management711.54K2.83%$52.36M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Pinnacle wealth planning services50.76M7.09%$50.77M
John w. rosenthal capital management54.85K3.74%$4.04M
Orchard capital management187.46K3.20%$10.60M
Elgethun capital management166.49K2.97%$12.25M
Vinva investment management110.81K2.49%$65.51M
Grizzlyrock capital30.30K2.33%$2.23M
Rmr capital management38.62K2.10%$2.84M
Moody aldrich partners138.41K1.89%$10.18M
Phocas financial26.12K1.43%$1.92M
Chou associates management27.39K1.37%$2.02M

Top Buyers

HolderShares% AssetsChange
Pinnacle wealth planning services50.76M7.09%50.76M
Revolve wealth partners3.63M0.52%3.63M
Jpmorgan chase569.24K0.00%195.33K
Fmr2.20M0.01%151.32K
Assenagon asset management147.66K0.02%147.66K

Top Sellers

HolderShares% AssetsChange
Philosophy capital management---234.61K
Arrowstreet capital, limited partnership28.66K0.00%-189.61K
Alta fox capital management---157.15K
Phocas financial26.12K1.43%-148.19K
F/m investments62.85K0.17%-127.02K

New Positions

HolderShares% AssetsChangeValue
Pinnacle wealth planning services50.76M7.09%50.76M$50.77M
Revolve wealth partners3.63M0.52%3.63M$3.63M
Aptus capital advisors99.79K0.08%99.79K$7.34M
Eam investors47.12K0.49%47.12K$3.47M
Kennedy capital management25.71K0.04%25.71K$1.89M

Sold Out

HolderChange
Mendota financial group-1.00
Camelot portfolios-1.00
Nelson, van denburg & campbell wealth management group-5.00
Farther finance advisors-8.00
Capital performance advisors llp-30.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2024133-47.43%12,116,556-46.07%500.62%53-56.56%42-56.70%
Sep 30, 20242528.62%22,464,6431.57%911.16%1219.01%9716.87%
Jun 30, 2024227-3.40%22,077,322-1.52%871.15%10814.89%82-17.17%
Mar 31, 20242355.38%22,417,502-29.92%860.56%94-13.76%9930.26%
Dec 31, 20232236.70%31,989,87836.27%1241.56%10923.86%76-14.61%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Adviser Dividend Income4.27M17.69%4.27M
iShares Core S&P Small-Cap ETF1.48M6.19%-
Vanguard US Total Market Shares ETF776.35K3.26%-65.35K
Vanguard Total Stock Mkt Idx Inv757.04K3.17%11.31K
iShares Russell 2000 ETF623.30K2.61%-
Avantis US Small Cap Value ETF553.82K2.32%390.00
Fidelity Series Small Cap Opps539.40K2.26%-
Fidelity Stock Selector Small Cap502.90K2.11%823.00
Vanguard Institutional Extnd Mkt Idx Tr374.32K1.57%512.00
Fidelity Balanced355.93K1.43%-

Recent Insider Transactions

DateNameRoleActivityValue
Nov 08, 2024Sigrist Greg Chief Financial OfficerSell$181.35K
Nov 06, 2024Warren Jennifer W. SVP, Chief Accounting OfficerSell$123.16K
Sep 13, 2024Sharett Anthony M. PresidentSell$205.84K
Sep 12, 2024Hajek Douglas J.-Sell$129.82K
May 06, 2024Stork Kendall E-Sell$107.06K

Insider Transactions Trends

DateBuySell
2025 Q1--
2024 Q4-2
2024 Q3-2
2024 Q2-1
2024 Q1-1

CASH Ownership FAQ

Who Owns Pathward Financial?

Pathward Financial shareholders are primarily institutional investors at 50.02%, followed by 1.39% insiders and 48.59% retail investors. The average institutional ownership in Pathward Financial's industry, Regional Banks Stocks, is 42.21%, which Pathward Financial exceeds.

Who owns the most shares of Pathward Financial?

Pathward Financial’s largest shareholders are Pinnacle wealth planning services (50.76M shares, 201.67%), Blackrock (3.67M shares, 14.50%), and Revolve wealth partners (3.63M shares, 14.44%). Together, they hold 230.62% of Pathward Financial’s total shares outstanding.

Does Blackrock own Pathward Financial?

Yes, BlackRock owns 14.50% of Pathward Financial, totaling 3.67M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 207.41M$. In the last quarter, BlackRock decreased its holdings by -115K shares, a -3.04% change.

Who is Pathward Financial’s biggest shareholder by percentage of total assets invested?

Pinnacle wealth planning services is Pathward Financial’s biggest shareholder by percentage of total assets invested, with 7.09% of its assets in 50.76M Pathward Financial shares, valued at 50.77M$.

Who is the top mutual fund holder of Pathward Financial shares?

Adviser Dividend Income is the top mutual fund holder of Pathward Financial shares, with 17.69% of its total shares outstanding invested in 4.27M Pathward Financial shares.

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