Institutional Ownership Meta Financial Group Inc (CASH)
This table provides information about the institutional ownership of Meta Financial Group Inc (CASH). We have compiled data on the 255 institutions that hold shares in the stock, with a total of 75.1 Million shares, which have been reported (via 13F filing form) to have a value of $6.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
50,761,060
shares
|
$4.12 Billion
85.08% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,666,484
shares
|
$297 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.04%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
3,634,641
shares
|
$295 Million
29.42% of portfolio
|
Q4 2024
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
1,778,947
shares
|
$144 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,652,736
shares
|
$134 Million
0.0% of portfolio
|
Q4 2024
Added 29.64%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
1,419,745
shares
|
$115 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
830,726
shares
|
$67.4 Million
0.01% of portfolio
|
Q4 2024
Added 7.53%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
711,538
shares
|
$57.7 Million
0.0% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
643,150
shares
|
$52.2 Million
0.03% of portfolio
|
Q4 2024
Added 10.85%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
569,238
shares
|
$46.2 Million
0.0% of portfolio
|
Q4 2024
Added 52.24%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
464,938
shares
|
$37.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 15.28%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
383,036
shares
|
$31.1 Million
0.01% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Adirondack Retirement Specialists, Inc.
|
Oct 24, 2023 Q3 2023 |
339,709
shares
|
$27.6 Million
14.31% of portfolio
|
Q3 2023
Added 3.32%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
331,455
shares
|
$26.9 Million
0.0% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Feb 14, 2025 Q4 2024 |
318,931
shares
|
$25.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
289,467
shares
|
$23.5 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
268,016
shares
|
$21.7 Million
0.0% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Mawer Investment Management Ltd.
Calgary, A0 |
Feb 12, 2025 Q4 2024 |
258,815
shares
|
$21 Million
0.09% of portfolio
|
Q4 2024
Added 14.61%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
248,219
shares
|
$20.1 Million
0.18% of portfolio
|
Q4 2024
Added 21.1%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Feb 14, 2025 Q4 2024 |
234,937
shares
|
$19.1 Million
0.07% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
234,719
shares
|
$19 Million
0.0% of portfolio
|
Q4 2024
Reduced 26.72%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
208,076
shares
|
$16.9 Million
0.37% of portfolio
|
Q1 2024
Added 146.92%
|
|
|
Nantahala Capital Management, LLC
New Canaan, CT |
Feb 14, 2025 Q4 2024 |
191,343
shares
|
$15.5 Million
0.71% of portfolio
|
Q4 2024
Reduced 27.58%
|
|
|
Foundry Partners, LLC
|
Feb 12, 2025 Q4 2024 |
174,213
shares
|
$14.1 Million
0.67% of portfolio
|
Q4 2024
Added 32.52%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
168,785
shares
|
$13.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.83%
|