13FBOX
PATHWARD FINANCIAL INC COM · 13F Institutional Holdings
Options Calculator Rankings

PATHWARD FINANCIAL INC COM

CASH
Institutions
282
Combined AUM (Q2 2026)
$1.80B
Combined Shares (Q2 2026)
20.7M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.7M
149 · 41 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.9M
124 · 31 Exit · ≈
⚖️ Net
-201,027
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$1.80B
Institutions
282
New Buys
41
Adds
108
Reduces
93
Exits
31
Unchanged
40
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
<0.01%<0.01%#114$270.3M3.1M$281.9M3.2M-55,195-1.75%Reduce
FMR LLC
0.01%0.01%#84$157.0M1.8M$174.6M2.0M-152,743-7.81%Reduce
STATE STREET CORP
<0.01%<0.01%#118$125.3M1.4M$118.6M1.3M+110,092+8.29%Add
AMERICAN CENTURY COMPANIES INC
0.05%0.05%#32$110.6M1.3M$101.6M1.1M+131,514+11.55%Add
DIMENSIONAL FUND ADVISORS LP
0.02%0.02%#61$92.7M1.1M$97.6M1.1M-28,484-2.61%Reduce
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#121$63.8M733,095$62.4M699,745+33,350+4.77%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#181$63.5M729,199$66.9M750,164-20,965-2.79%Reduce
EARNEST PARTNERS LLC
0.18%0.21%#18$49.5M568,923$51.2M573,512-4,589-0.80%Reduce
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#166$38.6M443,000$38.9M436,444+6,556+1.50%Add
NEUMEIER POMA INVESTMENT COUNSEL LLC
2.1%2.62%#5$30.6M351,870$31.8M356,200-4,330-1.22%Reduce
Allspring Global Investments Holdings, LLC
0.05%0.04%#34$30.4M339,293$21.0M232,830+106,463+45.73%Add
Qube Research & Technologies Ltd
0.02%0.01%#49$25.9M297,329$4.9M55,209+242,120+438.55%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#180$24.7M285,040$24.2M274,960+10,080+3.67%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#174$24.3M279,600$27.0M302,503-22,903-7.57%Reduce
Mawer Investment Management Ltd.
0.16%0.16%#19$23.7M271,655$24.0M268,543+3,112+1.16%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#126$23.4M268,911$23.9M267,437+1,474+0.55%Add
NEW YORK STATE COMMON RETIREMENT FUND
0.03%0.03%#46$23.0M264,013$23.5M263,913+100+0.04%Add
D. E. Shaw & Co., Inc.
0.01%0.01%#72$22.3M256,026$11.8M132,407+123,619+93.36%Add
MORGAN STANLEY
<0.01%<0.01%#188$21.4M245,918$32.9M444,016-198,098-44.62%Reduce
NORTHERN TRUST CORP
<0.01%<0.01%#142$20.6M236,711$22.9M257,135-20,424-7.94%Reduce
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#167$19.9M228,064$17.8M199,735+28,329+14.18%Add
Elgethun Capital Management
2.55%3.01%#2$18.3M210,540$18.2M203,763+6,777+3.33%Add
Clearbridge Investments, LLC
0.02%0.02%#67$18.2M208,621$18.7M209,219-598-0.29%Reduce
PANAGORA ASSET MANAGEMENT INC
0.05%0.06%#33$15.8M180,973$15.6M174,776+6,197+3.55%Add
MILLENNIUM MANAGEMENT LLC
<0.01%<0.01%#98$14.5M166,532$7.9M88,999+77,533+87.12%Add
Bank of New York Mellon Corp
<0.01%<0.01%#146$13.9M159,872$14.2M159,173+699+0.44%Add
UBS Group AG
<0.01%<0.01%#168$13.5M154,947$10.5M118,036+36,911+31.27%Add
PRINCIPAL FINANCIAL GROUP INC
0.01%0.01%#86$13.3M152,260$13.6M151,892+368+0.24%Add
DEUTSCHE BANK AG\
<0.01%<0.01%#117$12.9M148,115$12.8M143,565+4,550+3.17%Add
Aptus Capital Advisors, LLC
0.09%0.1%#21$12.6M145,145$12.9M144,273+872+0.60%Add
TWO SIGMA INVESTMENTS, LP
0.01%0.02%#77$12.6M144,359$24.1M269,961-125,602-46.53%Reduce
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#132$12.4M142,654$13.1M146,657-4,003-2.73%Reduce
SEI INVESTMENTS CO
0.01%0.01%#73$12.1M138,462$11.7M131,371+7,091+5.40%Add
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
<0.01%<0.01%#151$12.0M138,067$13.9M155,287-17,220-11.09%Reduce
BRIDGEWAY CAPITAL MANAGEMENT, LLC
0.2%0.19%#16$11.3M130,340$9.6M108,060+22,280+20.62%Add
Nuveen, LLC
<0.01%<0.01%#137$11.2M128,568$16.7M186,889-58,321-31.21%Reduce
Phocas Financial Corp.
1.49%1.82%#7$10.8M123,662$11.6M130,125-6,463-4.97%Reduce
Cerity Partners LLC
0.01%0.01%#70$10.2M116,665$9.4M105,510+11,155+10.57%Add
Invesco Ltd.
<0.01%<0.01%#204$9.9M113,998$12.4M138,915-24,917-17.94%Reduce
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#177$9.1M104,005$8.3M93,212+10,793+11.58%Add
Empowered Funds, LLC
0.05%0.06%#35$8.8M101,634$8.7M97,176+4,458+4.59%Add
PUBLIC SECTOR PENSION INVESTMENT BOARD
0.02%0.03%#52$8.8M101,379$8.9M100,216+1,163+1.16%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#193$8.6M98,349$3.9M43,994+54,355+123.55%Add
MOODY ALDRICH PARTNERS LLC
1.45%1.7%#8$8.1M92,961$9.4M105,336-12,375-11.75%Reduce
STATE OF WISCONSIN INVESTMENT BOARD
0.02%0.02%#63$7.9M91,086$7.8M87,800+3,286+3.74%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#162$7.7M88,352$6.7M75,387+12,965+17.20%Add
WELLINGTON MANAGEMENT GROUP LLP
<0.01%<0.01%#184$7.5M85,691$13.2M147,697-62,006-41.98%Reduce
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
<0.01%#133$6.1M70,040$00+70,040New Buy
FRANKLIN RESOURCES INC
<0.01%<0.01%#186$6.0M69,455$6.2M69,012+443+0.64%Add
FEDERATED HERMES, INC.
0.01%0.01%#81$5.3M61,231$4.8M54,281+6,950+12.80%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow