CASS INFORMATION SYSTEMS INC — Institutional Ownership

Which tracked institutions hold CASS, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.

18
Funds holding
$73684525
Total value held
Buying
10 added/new · 7 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $39762518 903283 -41939 -4.44%
2 State Street Corp $12658743 287568 +1002 +0.35%
3 Northern Trust Corp $4426651 100560 +554 +0.55%
4 Goldman Sachs Group Inc $3591548 81589 -11384 -12.24%
5 Sei Investments Co $3128417 71068 NEW BUY
6 Bank Of New York Mellon Corp $2940556 66800 -1103 -1.62%
7 Morgan Stanley $2295888 52155 -6842 -11.60%
8 Wells Fargo & Company/Mn $1777242 42805 +3192 +8.06%
9 Invesco Ltd. $778957 18761 +563 +3.09%
10 Bank Of America Corp /De/ $573668 13032 -1976 -13.17%
11 Royal Bank Of Canada $526000 11960 NEW BUY
12 Ameriprise Financial Inc $427434 9710 Held
13 Pnc Financial Services Group, Inc. $232838 5289 +1848 +53.71%
14 Us Bancorp \De\ $212089 4818 -172 -3.45%
15 Citigroup Inc $164959 3973 -770 -16.23%
16 Barclays Plc $95655 2173 NEW BUY
17 Fifth Third Bancorp $91297 2074 NEW BUY
18 Amalgamated Financial Corp. $65 1763 NEW BUY

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.