Institutional Ownership Cadence Bank (CADE)
This table provides information about the institutional ownership of Cadence Bank (CADE). We have compiled data on the 380 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $4.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
9,901
shares
|
$351,188
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
9,741
shares
|
$345,513
0.01% of portfolio
|
Q4 2024
Added 46.68%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
9,077
shares
|
$321,961
0.0% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
May 06, 2025 Q1 2025 |
9,072
shares
|
$321,783
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
8,616
shares
|
$305,609
0.0% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
8,464
shares
|
$300,218
0.0% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
8,450
shares
|
$299,721
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
8,166
shares
|
$289,648
0.0% of portfolio
|
Q1 2025
Reduced 25.99%
|
|
|
1492 Capital Management LLC
Milwaukee, WI |
May 06, 2025 Q1 2025 |
8,011
shares
|
$284,150
0.14% of portfolio
|
Q2 2024
Reduced 24.13%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
7,931
shares
|
$281,312
0.01% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
7,689
shares
|
$272,728
0.02% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
7,679
shares
|
$272,374
0.03% of portfolio
|
Q4 2024
Reduced 12.54%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,549
shares
|
$267,763
0.01% of portfolio
|
Q1 2025
Reduced 42.68%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
7,463
shares
|
$264,712
0.11% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
7,317
shares
|
$259,533
0.0% of portfolio
|
Q1 2025
Added 8.58%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
7,224
shares
|
$256,235
0.0% of portfolio
|
Q2 2025
Added 9.21%
|
|
|
River Oaks Capital LLC
Wayzata, MN |
Oct 27, 2023 Q3 2023 |
7,200
shares
|
$255,384
0.25% of portfolio
|
Q3 2023
Reduced 65.38%
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
7,154
shares
|
$253,752
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
6,934
shares
|
$245,948
0.01% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
May 14, 2025 Q1 2025 |
6,930
shares
|
$245,807
0.06% of portfolio
|
Q1 2025
Reduced 60.82%
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
6,840
shares
|
$242,614
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
6,613
shares
|
$234,563
0.0% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
6,606
shares
|
$234,314
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
6,597
shares
|
$233,995
0.0% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
6,459
shares
|
$229,100
0.0% of portfolio
|
Q2 2025
Reduced 2.3%
|