Institutional Ownership Cadence Bank (CADE)
This table provides information about the institutional ownership of Cadence Bank (CADE). We have compiled data on the 430 institutions that hold shares in the stock, with a total of 156 Million shares, which have been reported (via 13F filing form) to have a value of $5.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 05, 2025 Q3 2025 |
1,303
shares
|
$50,048
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Capital Management
|
Nov 13, 2025 Q3 2025 |
1,200
shares
|
$46,091
0.02% of portfolio
|
Q3 2022
Added 20.0%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
1,041
shares
|
$39,984
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
931
shares
|
$35,759
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
859
shares
|
$32,994
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
840
shares
|
$32,264
0.0% of portfolio
|
Q3 2025
Added 43.1%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
834
shares
|
$32,033
0.0% of portfolio
|
Q2 2024
Added 19.83%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
828
shares
|
$31,803
0.01% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
800
shares
|
$30,727
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
714
shares
|
$27,424
0.0% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
695
shares
|
$26,694
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
687
shares
|
$26,387
0.0% of portfolio
|
Q2 2022
Added 401.46%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
614
shares
|
$23,583
0.0% of portfolio
|
Q3 2025
Added 17.62%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
600
shares
|
$23,045
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
506
shares
|
$19,435
0.0% of portfolio
|
Q3 2025
Added 4.12%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
500
shares
|
$19,205
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
500
shares
|
$19,205
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
473
shares
|
$18,167
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
455
shares
|
$17,476
0.0% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
453
shares
|
$17,399
0.0% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
451
shares
|
$17,322
0.0% of portfolio
|
Q2 2022
Reduced 58.89%
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
355
shares
|
$13,635
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
312
shares
|
$11,983
0.0% of portfolio
|
Q3 2025
Added 38.67%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
295
shares
|
$11,330
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
280
shares
|
$10,754
0.0% of portfolio
|
Q3 2025
New holding
|
|