Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in CASH held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.2M | $281.9M | -3.5% | 14.518% | 0.00% |
| 2 | FMR LLC | 2.0M | $174.6M | +13.9% | 8.990% | 0.01% |
| 3 | STATE STREET CORP | 1.3M | $118.6M | +2.6% | 6.106% | 0.00% |
| 4 | AMERICAN CENTURY COMPANIES INC | 1.1M | $101.6M | -4.2% | 5.231% | 0.05% |
| 5 | DIMENSIONAL FUND ADVISORS LP | 1.1M | $97.6M | -1.0% | 5.024% | 0.02% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 750K | $66.9M | β | 3.447% | 0.00% |
| 7 | Pure Financial Advisors, Inc. | 0 | $65.9M | β | 0.000% | 0.95% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 700K | $62.4M | +1.1% | 3.215% | 0.00% |
| 9 | EARNEST PARTNERS LLC | 574K | $51.2M | β | 2.635% | 0.21% |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | 436K | $38.9M | β | 2.005% | 0.00% |
| 11 | NEUMEIER POMA INVESTMENT COUNSEL LLC | 356K | $31.8M | +34.9% | 1.637% | 2.62% |
| 12 | BANK OF AMERICA CORP /DE/ | 303K | $27.0M | +571.3% | 1.390% | 0.00% |
| 13 | TWO SIGMA INVESTMENTS, LP | 270K | $24.1M | +43.6% | 1.240% | 0.02% |
| 14 | Mawer Investment Management Ltd. | 269K | $24.0M | -13.6% | 1.234% | 0.16% |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 267K | $23.9M | -2.7% | 1.229% | 0.00% |
| 16 | NEW YORK STATE COMMON RETIREMENT FUND | 264K | $23.5M | +750.1% | 1.213% | 0.03% |
| 17 | NORTHERN TRUST CORP | 257K | $22.9M | +3.1% | 1.181% | 0.00% |
| 18 | MORGAN STANLEY | 238K | $21.2M | -25.7% | 1.093% | 0.00% |
| 19 | Allspring Global Investments Holdings, LLC | 233K | $21.0M | +45.8% | 1.070% | 0.04% |
| 20 | Clearbridge Investments, LLC | 209K | $18.7M | +34.8% | 0.961% | 0.02% |
| 21 | Elgethun Capital Management | 204K | $18.2M | +0.5% | 0.936% | 3.01% |
| 22 | GOLDMAN SACHS GROUP INC | 200K | $17.8M | -19.4% | 0.918% | 0.00% |
| 23 | Nuveen, LLC | 187K | $16.7M | -14.5% | 0.859% | 0.00% |
| 24 | PANAGORA ASSET MANAGEMENT INC | 175K | $15.6M | +0.3% | 0.803% | 0.06% |
| 25 | Austin Asset Management Co Inc | 0 | $15.5M | β | 0.000% | 2.55% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in CASH β a direct measure of their conviction.
Filings activity in CASH during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new CASH position in Q1 2026
Institutions that fully closed their CASH position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 269 | +5.1% | 102.26% | +17.97 pp | $1.87B | +21% |
| Q4 2025 | 256 | 3.4% | 84.29% | 8.09 pp | $1.54B | 8.8% |
| Q3 2025 | 265 | 2.6% | 92.38% | 5.55 pp | $1.69B | 5.7% |
| Q2 2025 | 272 | +9.7% | 97.93% | 49.19 pp | $1.79B | 33% |
| Q1 2025 | 248 | +1.6% | 147.12% | +52.82 pp | $2.70B | +56% |
| Q4 2024 | 244 | 2.8% | 94.30% | +11.08 pp | $1.73B | +13% |
| Q3 2024 | 251 | +11% | 83.22% | +13.79 pp | $1.52B | +20% |
| Q2 2024 | 227 | β | 69.43% | β | $1.27B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying CASH stock.
Based on Q1 2026 13F filings, institutional ownership of Pathward Financial, Inc. stands at 102.3%, held across 269 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of CASH, with approximately 3,159,659 shares worth $0.28B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of CASH, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for CASH is 61 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
51 institutions opened new positions in CASH during Q1 2026, while 38 fully exited. 180 added to existing positions and 37 trimmed.
CASH institutional ownership rose by 17.97 percentage points quarter-over-quarter, with a net change of +13 holders.
The top 10 institutions account for 56.6% of all reported 13F value in CASH, and the top 25 account for 73.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Pathward Financial, Inc. (CASH) Institutional Ownership