Institutional Ownership Cass Information Systems Inc (CASS)
This table provides information about the institutional ownership of Cass Information Systems Inc (CASS). We have compiled data on the 157 institutions that hold shares in the stock, with a total of 11.7 Million shares, which have been reported (via 13F filing form) to have a value of $495 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
35
shares
|
$1,484
0.0% of portfolio
|
Q1 2022
Reduced 20.45%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
33
shares
|
$1,399
0.0% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
25
shares
|
$1,060
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
16
shares
|
$678
0.0% of portfolio
|
Q2 2025
Reduced 65.22%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
10
shares
|
$424
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
9
shares
|
$381
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|