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Pathward Financial Inc
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88.240USD
+0.540+0.62%
Close 07-31 16:00（ET）Quotes delayed by 15 min
1.86BMarket Cap
10.43P/E TTM
Shareholding Stats
Updated: Sun, May 10
Updated: Sun, May 10
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
BlackRock Institutional Trust Company, N.A.
14.62%
Fidelity Management & Research Company LLC
6.70%
State Street Investment Management (US)
6.13%
American Century Investment Management, Inc.
5.63%
Dimensional Fund Advisors, L.P.
5.18%
Other
61.74%
Shareholders
Shareholders
Proportion
BlackRock Institutional Trust Company, N.A.
14.62%
Fidelity Management & Research Company LLC
6.70%
State Street Investment Management (US)
6.13%
American Century Investment Management, Inc.
5.63%
Dimensional Fund Advisors, L.P.
5.18%
Other
61.74%
Shareholder Types
Shareholders
Proportion
Investment Advisor
56.87%
Investment Advisor/Hedge Fund
28.40%
Hedge Fund
6.09%
Pension Fund
2.95%
Bank and Trust
2.33%
Research Firm
2.33%
Individual Investor
1.50%
Family Office
0.07%
Insurance Company
0.03%
Institutional Shareholding
Updated: Wed, Apr 1
Updated: Wed, Apr 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2026Q1
548
21.06M
99.75%
-2.05M
2025Q4
520
21.48M
105.56%
-1.46K
2025Q3
530
21.48M
104.20%
-182.63K
2025Q2
515
21.86M
106.34%
-308.13K
2025Q1
504
22.36M
109.94%
-3.55M
2024Q4
491
24.45M
103.78%
+777.88K
2024Q3
478
23.52M
97.98%
+619.27K
2024Q2
469
23.34M
104.04%
-336.34K
2024Q1
466
23.57M
106.30%
-3.52M
2023Q4
461
24.38M
104.25%
+10.76K
View more
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
BlackRock Institutional Trust Company, N.A.
3.09M
14.18%
-24.66K
-0.79%
Dec 31, 2025
Fidelity Management & Research Company LLC
1.42M
6.5%
-259.57K
-15.50%
Dec 31, 2025
State Street Investment Management (US)
1.29M
5.95%
-96.82K
-6.96%
Dec 31, 2025
American Century Investment Management, Inc.
1.19M
5.46%
+138.53K
+13.20%
Dec 31, 2025
Dimensional Fund Advisors, L.P.
1.10M
5.08%
-33.44K
-2.94%
Dec 31, 2025
Geode Capital Management, L.L.C.
692.12K
3.18%
-7.34K
-1.05%
Dec 31, 2025
Neumeier Poma Investment Counsel LLC
264.10K
1.21%
-84.49K
-24.24%
Dec 31, 2025
Comerica, Inc.
296.00K
1.36%
+233.18K
+371.17%
Dec 31, 2025
View more
Related ETFs
Updated: Sat, Dec 6
Updated: Sat, Dec 6
Name
Proportion
Opus Small Cap Value ETF
1.51%
Invesco S&P SmallCap 600 GARP ETF
1%
First Trust Mid Cap US Equity Select ETF
0.97%
Cambria Value and Momentum ETF
0.88%
SPDR S&P Bank ETF
0.85%
Invesco S&P SmallCap 600 Pure Growth ETF
0.85%
Cambria Micro and SmallCap Shareholder Yield ETF
0.77%
Invesco S&P SmallCap Low Volatility ETF
0.71%
First Trust NASDAQ ABA Community Bank Index Fund
0.67%
Invesco S&P SmallCap Quality ETF
0.49%
View more
Opus Small Cap Value ETF
Proportion1.51%
Invesco S&P SmallCap 600 GARP ETF
Proportion1%
First Trust Mid Cap US Equity Select ETF
Proportion0.97%
Cambria Value and Momentum ETF
Proportion0.88%
SPDR S&P Bank ETF
Proportion0.85%
Invesco S&P SmallCap 600 Pure Growth ETF
Proportion0.85%
Cambria Micro and SmallCap Shareholder Yield ETF
Proportion0.77%
Invesco S&P SmallCap Low Volatility ETF
Proportion0.71%
First Trust NASDAQ ABA Community Bank Index Fund
Proportion0.67%
Invesco S&P SmallCap Quality ETF
Proportion0.49%