PATHWARD FINANCIAL, INC. CASH
CIK 0000907471 · CUSIP 59100U108
Quarter-end disclosures, not live holdings.
Top 20 institutions
Weight means this stock's share of the manager's own portfolio.
| # | Manager | Value | Manager weight | Change vs prior | Source | |
|---|---|---|---|---|---|---|
| 01 | BlackRock Inc. CIK 1364742 · View history | $176.11M 3,821,017 shares | 0.01% | SEC filing ↗ Nov 13, 2023 | ▾ | |
| 02 | VANGUARD GROUP INC CIK 102909 · Amended · View history | $95.52M 2,072,467 shares | 0.00% | SEC filing ↗ Dec 18, 2023 | ▾ | |
| 03 | DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history | $70.00M 1,518,687 shares | 0.02% | SEC filing ↗ Nov 9, 2023 | ▾ | |
| 04 | GOLDMAN SACHS GROUP INC CIK 886982 · Amended · View history | $69.79M 1,514,228 shares | 0.02% | SEC filing ↗ May 15, 2024 | ▾ | |
| 05 | Nantahala Capital Management, LLC CIK 1472322 · View history | $56.90M 1,234,526 shares | 7.22% | SEC filing ↗ Nov 14, 2023 | ▾ | |
| 06 | STATE STREET CORP CIK 93751 · View history | $56.24M 1,218,853 shares | 0.00% | SEC filing ↗ Nov 14, 2023 | ▾ | |
| 07 | FMR LLC CIK 315066 · View history | $50.51M 1,095,801 shares | 0.00% | SEC filing ↗ Nov 13, 2023 | ▾ | |
| 08 | Philosophy Capital Management LLC CIK 1869199 · View history | $29.17M 632,841 shares | 6.09% | SEC filing ↗ Nov 14, 2023 | ▾ | |
| 09 | GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history | $28.74M 623,454 shares | 0.00% | SEC filing ↗ Nov 13, 2023 | ▾ | |
| 10 | JPMORGAN CHASE & CO CIK 19617 · View history | $23.48M 509,455 shares | 0.00% | SEC filing ↗ Nov 14, 2023 | ▾ | |
| 11 | Vinva Investment Management Ltd CIK 1968109 · View history | $21.53M 70,819 shares | 2.01% | SEC filing ↗ Nov 13, 2023 | ▾ | |
| 12 | MORGAN STANLEY CIK 895421 · View history | $17.39M 377,357 shares | 0.00% | SEC filing ↗ Nov 15, 2023 | ▾ | |
| 13 | Austin Asset Management Co Inc CIK 1902024 · View history | $17.20M 0 shares | 5.02% | SEC filing ↗ Oct 24, 2023 | ▾ | |
| 14 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 861177 · View history | $16.10M 349,249 shares | 0.01% | SEC filing ↗ Nov 13, 2023 | ▾ | |
| 15 | ADIRONDACK RETIREMENT SPECIALISTS, INC. CIK 1841016 · View history | $15.66M 339,709 shares | 12.17% | SEC filing ↗ Oct 24, 2023 | ▾ | |
| 16 | JACOBS LEVY EQUITY MANAGEMENT, INC CIK 884414 · View history | $14.42M 312,784 shares | 0.09% | SEC filing ↗ Nov 17, 2023 | ▾ | |
| 17 | Public Sector Pension Investment Board CIK 1396318 · View history | $14.19M 307,965 shares | 0.10% | SEC filing ↗ Nov 22, 2023 | ▾ | |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · View history | $14.00M 303,798 shares | 0.00% | SEC filing ↗ Nov 8, 2023 | ▾ | |
| 19 | AMERICAN CENTURY COMPANIES INC CIK 748054 · Amended · View history | $13.89M 301,410 shares | 0.01% | SEC filing ↗ Nov 13, 2023 | ▾ | |
| 20 | NORTHERN TRUST CORP CIK 73124 · View history | $12.97M 281,304 shares | 0.00% | SEC filing ↗ Nov 13, 2023 | ▾ |
Showing 20 / 209 institutions. The complete set is available through the API.
Coverage & totals by quarter
Reporting institutions by quarter
Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.
Explore all 209 reporting institutions.
This page includes 20 of 209 reporting institutions. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
+ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 20 of 209 reporting institutions; totals use the complete disclosed data.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_security_holders
{"cusip":"59100U108","quarter":"2023Q3","type":"positions","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.