SIOUX FALLS, SD
PATHWARD FINANCIAL, INC.CASH— Latest position per institution from SEC 13F filings
15
Institutional holders
19.32M
Total shares held
1.49B
Estimated value
966.15K
Avg. position size
BLACKROCK FINANCE, INC.
CIK 1364742
Shares
3.67M
Value
207.41M
Filed
Jun 30, 2024
BLACKROCK, INC.
CIK 2012383
Shares
3.10M
Value
270.27M
Filed
Jun 30, 2026
FMR LLC
CIK 315066
Shares
1.80M
Value
157.04M
Filed
Jun 30, 2026
VANGUARD GROUP INC
CIK 102909
Shares
1.52M
Value
107.71M
Filed
Dec 31, 2025
STATE STREET CORP
CIK 93751
Shares
1.44M
Value
125.34M
Filed
Jun 30, 2026
AMERICAN CENTURY COMPANIES INC
CIK 748054
Shares
1.27M
Value
110.56M
Filed
Jun 30, 2026
DIMENSIONAL FUND ADVISORS LP
CIK 354204
Shares
1.06M
Value
92.71M
Filed
Jun 30, 2026
GEODE CAPITAL MANAGEMENT, LLC
CIK 1214717
Shares
733.10K
Value
63.83M
Filed
Jun 30, 2026
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
Shares
729.20K
Value
63.48M
Filed
Jun 30, 2026
EARNEST PARTNERS LLC
CIK 1102578
Shares
568.92K
Value
49.53M
Filed
Jun 30, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC
CIK 2100121
Shares
443K
Value
38.57M
Filed
Jun 30, 2026
PUTNEY FINANCIAL GROUP LLC
CIK 2056907
Shares
411.47K
Value
411.47K
Filed
Mar 31, 2025
NUVEEN ASSET MANAGEMENT, LLC
CIK 1521019
Shares
383.04K
Value
28.18M
Filed
Dec 31, 2024
NEUMEIER POMA INVESTMENT COUNSEL LLC
CIK 1044936
Shares
351.87K
Value
30.63M
Filed
Jun 30, 2026
ADIRONDACK RETIREMENT SPECIALISTS, INC.
CIK 1841016
Shares
339.71K
Value
15.66M
Filed
Sep 30, 2023
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC
CIK 1890906
Shares
339.29K
Value
30.43M
Filed
Jun 30, 2026
QUBE RESEARCH & TECHNOLOGIES LTD
CIK 1729829
Shares
297.33K
Value
25.89M
Filed
Jun 30, 2026
COMERICA BANK
CIK 901541
Shares
296K
Value
21.02M
Filed
Dec 31, 2025
JPMORGAN CHASE & CO
CIK 19617
Shares
285.04K
Value
24.72M
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
279.60K
Value
24.34M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | BLACKROCK FINANCE, INC. | 1364742 | 3.67M | 207.41M | Jun 30, 2024 |
| 2 | BLACKROCK, INC. | 2012383 | 3.10M | 270.27M | Jun 30, 2026 |
| 3 | FMR LLC | 315066 | 1.80M | 157.04M | Jun 30, 2026 |
| 4 | VANGUARD GROUP INC | 102909 | 1.52M | 107.71M | Dec 31, 2025 |
| 5 | STATE STREET CORP | 93751 | 1.44M | 125.34M | Jun 30, 2026 |
| 6 | AMERICAN CENTURY COMPANIES INC | 748054 | 1.27M | 110.56M | Jun 30, 2026 |
| 7 | DIMENSIONAL FUND ADVISORS LP | 354204 | 1.06M | 92.71M | Jun 30, 2026 |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1214717 | 733.10K | 63.83M | Jun 30, 2026 |
| 9 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 729.20K | 63.48M | Jun 30, 2026 |
| 10 | EARNEST PARTNERS LLC | 1102578 | 568.92K | 49.53M | Jun 30, 2026 |
| 11 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | 443K | 38.57M | Jun 30, 2026 |
| 12 | PUTNEY FINANCIAL GROUP LLC | 2056907 | 411.47K | 411.47K | Mar 31, 2025 |
| 13 | NUVEEN ASSET MANAGEMENT, LLC | 1521019 | 383.04K | 28.18M | Dec 31, 2024 |
| 14 | NEUMEIER POMA INVESTMENT COUNSEL LLC | 1044936 | 351.87K | 30.63M | Jun 30, 2026 |
| 15 | ADIRONDACK RETIREMENT SPECIALISTS, INC. | 1841016 | 339.71K | 15.66M | Sep 30, 2023 |
| 16 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1890906 | 339.29K | 30.43M | Jun 30, 2026 |
| 17 | QUBE RESEARCH & TECHNOLOGIES LTD | 1729829 | 297.33K | 25.89M | Jun 30, 2026 |
| 18 | COMERICA BANK | 901541 | 296K | 21.02M | Dec 31, 2025 |
| 19 | JPMORGAN CHASE & CO | 19617 | 285.04K | 24.72M | Jun 30, 2026 |
| 20 | BANK OF AMERICA CORP /DE/ | 70858 | 279.60K | 24.34M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.