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Disclosery

CASH PATHWARD FINANCIAL INC

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COM (common), issuer CIK 907471

244 managers (249 13F filers) reported a position in CASH shares at 2024-12-31, 23,374,101 shares in all. 26 filers opened a position and 38 filers sold out during the quarter.

Managers
244
13F filers
249
New
26
Added
69
Reduced
93
Sold out
38
Shares held by filers
23,374,101

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,442$106K<0.01%-3,94613F-HRTimelineGroup
KBC Group NVin group KBC Group NV1,417$104K<0.01%+44513F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,372$101K<0.01%013F-HRTimelineGroup
Disciplina Capital Management LLC948$69.8K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA900$66.2K0.05%013F-HRTimeline
GLOBEFLEX CAPITAL L P864$63.6K0.01%013F-HRTimeline
RMR Wealth Builders40,406$61.1K0.01%+18,94713F-HR/ATimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.760$55.9K<0.01%-14513F-HRTimelineGroup
USA FINANCIAL FORMULAS744$54.7K0.01%-10213F-HRTimeline
CWM, LLCin group CWM, LLC662$49K<0.01%+6113F-HRTimelineGroup
Sterling Capital Management LLC587$43.2K<0.01%+51613F-HRTimeline
Smartleaf Asset Management LLC551$40.9K<0.01%+41413F-HRTimeline
GAMMA Investing LLC505$37.2K<0.01%+9213F-HRTimeline
Financial Management Professionals, Inc.438$32.2K<0.01%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT396$29K<0.01%+7913F-HR/ATimeline
Federation des caisses Desjardins du Qu…350$25.8K<0.01%013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…348$25.6K<0.01%-1713F-HRTimeline
LGT Financial Advisors LLC293$21.6K0.05%013F-HRTimeline
Promethos Capital, LLC250$18.4K0.01%013F-HRTimeline
Covestor Ltd186$14K0.01%+1313F-HRTimeline
Versant Capital Management, Inc150$11K<0.01%new13F-HRTimeline
Caitong International Asset Management …131$9.64K0.01%13F-HR/ATimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC102$8K<0.01%+6213F-HRTimelineGroup
LRI Investments, LLC83$6.07K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB82$6.03K<0.01%013F-HRTimeline
UMB Bank, n.a.69$5.08K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bell Investment Advisors, Inc60$4.42K<0.01%013F-HRTimeline
Fortitude Family Office, LLC57$4.19K<0.01%013F-HRTimeline
Bogart Wealth, LLC56$4.12K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.55$4.05K<0.01%new13F-HR/ATimeline
Blue Trust, Inc.47$3.46K<0.01%013F-HR/ATimeline
Parallel Advisors, LLC45$3.31K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC43$3.16K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…26$1.91K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP25$1.84K<0.01%013F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC23$1.69K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC20$1.47K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners17$1.25K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…11$809<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC4$294<0.01%-4113F-HRTimeline
Parkside Financial Bank & Trust3$221<0.01%013F-HRTimeline
IFP Advisors, Inc0$221<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Larson Financial Group LLC2$147<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$74<0.01%013F-HRTimelineGroup