PATHWARD FINANCIAL, INC. — Institutional Ownership
Which tracked institutions hold CASH, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
23
Funds holding
$570576722
Total value held
Buying
16 added/new · 6 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $281936372 | 3159659 | -113892 | -3.48% |
| 2 | State Street Corp | $118633659 | 1328788 | +33952 | +2.62% |
| 3 | Bank Of America Corp /De/ | $26992367 | 302503 | +257443 | +571.33% |
| 4 | Northern Trust Corp | $22944156 | 257135 | +7708 | +3.09% |
| 5 | Morgan Stanley | $21232732 | 237954 | -82259 | -25.69% |
| 6 | Goldman Sachs Group Inc | $17822354 | 199735 | -48097 | -19.41% |
| 7 | Invesco Ltd. | $15324143 | 215833 | +6162 | +2.94% |
| 8 | Bank Of New York Mellon Corp | $14202985 | 159173 | -8137 | -4.86% |
| 9 | Principal Financial Group Inc | $13553323 | 151892 | +42992 | +39.48% |
| 10 | Sei Investments Co | $11722322 | 131371 | — | NEW BUY |
| 11 | Franklin Resources Inc | $6157942 | 69012 | +21549 | +45.40% |
| 12 | Ameriprise Financial Inc | $3631199 | 40694 | -6298 | -13.40% |
| 13 | Raymond James Financial Inc | $2885341 | 32336 | +25877 | +400.63% |
| 14 | Citigroup Inc | $2321274 | 32694 | -1207 | -3.56% |
| 15 | Royal Bank Of Canada | $2173000 | 24348 | — | NEW BUY |
| 16 | Prudential Financial Inc | $2013541 | 22178 | +1130 | +5.37% |
| 17 | Janus Henderson Group Plc | $1789909 | 20055 | — | NEW BUY |
| 18 | Wells Fargo & Company/Mn | $1783544 | 25120 | +10267 | +69.12% |
| 19 | Barclays Plc | $1432765 | 16057 | — | NEW BUY |
| 20 | Fifth Third Bancorp | $1006124 | 11275 | +11227 | +23389.58% |
| 21 | Truist Financial Corp | $431607 | 4837 | — | NEW BUY |
| 22 | Us Bancorp \De\ | $379941 | 4258 | — | Held |
| 23 | Pnc Financial Services Group, Inc. | $206122 | 2310 | +200 | +9.48% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.