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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
7,505
shares
|
$288,267
0.0% of portfolio
|
Q3 2025
Added 15.27%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
7,494
shares
|
$287,844
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
7,317
shares
|
$281,045
0.0% of portfolio
|
Q1 2025
Added 8.58%
|
|
|
River Oaks Capital LLC
Wayzata, MN |
Oct 27, 2023 Q3 2023 |
7,200
shares
|
$276,552
0.25% of portfolio
|
Q3 2023
Reduced 65.38%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
7,154
shares
|
$274,785
0.09% of portfolio
|
Q2 2025
Reduced 29.22%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
7,064
shares
|
$271,328
0.0% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
7,000
shares
|
$268,870
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 20, 2025 Q3 2025 |
6,934
shares
|
$266,334
0.01% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
6,921
shares
|
$265,835
0.01% of portfolio
|
Q3 2025
Added 1877.43%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Nov 12, 2025 Q3 2025 |
6,817
shares
|
$261,840
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
6,771
shares
|
$260,074
0.0% of portfolio
|
Q3 2025
Reduced 43.49%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Oct 20, 2025 Q3 2025 |
6,606
shares
|
$253,736
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
6,570
shares
|
$252,353
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
6,560
shares
|
$251,969
0.01% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Callahan Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
6,540
shares
|
$251,201
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
6,524
shares
|
$250,586
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
6,440
shares
|
$247,360
0.05% of portfolio
|
Q3 2025
Reduced 5.85%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2025 Q3 2025 |
6,435
shares
|
$247,168
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
6,434
shares
|
$247,129
0.01% of portfolio
|
Q3 2025
Added 185.7%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
6,409
shares
|
$246,169
0.06% of portfolio
|
Q2 2025
Reduced 16.17%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 14, 2025 Q3 2025 |
6,377
shares
|
$244,940
0.0% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
6,377
shares
|
$244,940
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
6,300
shares
|
$241,982
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
6,242
shares
|
$239,755
0.0% of portfolio
|
Q1 2024
Reduced 3.79%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
6,241
shares
|
$239,716
0.0% of portfolio
|
Q3 2025
Reduced 7.69%
|
|