Latest Period
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Security Snapshot
Pathward Financial Inc - Common Stock Institutional Ownership
CUSIP: 591000U108
13F Institutional Holders and Ownership History
Institutions Reporting
Shares (Excl. Options)
Price
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- Type / Class
- Equity / Common Stock
- Shares outstanding
- 21,866,760
Quick Takeaways
- 591000U108 - Pathward Financial Inc - Common Stock is tracked under CUSIP 591000U108.
- Latest finished 13F holder period is not available.
- 2 significant owners is listed from Schedule 13D/13G reporting.
What Changed
- Quarterly ownership records are not available yet for this CUSIP.
- This page updates as SEC-backed holdings history becomes available.
Why This Matters
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Source Evidence
Source: SEC Schedule 13D/G
Open SEC Evidence
Ownership context comes from Schedule 13D/G and available holder history for this CUSIP.
Investment Quick Answers
What is CUSIP 591000U108?
CUSIP 591000U108 identifies 591000U108 - Pathward Financial Inc - Common Stock in SEC 13F datasets.
Where can I see the latest institutional holders?
Use the ownership history tables below to review the newest available institutional filing periods.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Significant Owners of Pathward Financial Inc - Common Stock based on Schedule 13D/G filings
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CENTURY INVESTMENT MANAGEMENT INC | 5.3% | 1,188,365 | American Century Investment Management, Inc. | 31 Dec 2025 | ||||
| DIMENSIONAL FUND ADVISORS LP | 5% | 1,093,338 | Dimensional Fund Advisors LP | 31 Mar 2026 |