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 |
|---|---|---|---|---|---|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 07, 2025 Q3 2025 |
6,213
shares
|
$238,641
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
6,186
shares
|
$237,604
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
6,165
shares
|
$236,797
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
6,047
shares
|
$232,265
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
6,000
shares
|
$230,459
0.02% of portfolio
|
Q3 2022
Reduced 25.0%
|
|
|
Teton Advisors, LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
6,000
shares
|
$230,459
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
5,974
shares
|
$229,461
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
5,965
shares
|
$229,115
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
5,861
shares
|
$225,121
0.0% of portfolio
|
Q3 2025
Reduced 21.74%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
5,821
shares
|
$223,584
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
5,782
shares
|
$222,086
0.0% of portfolio
|
Q3 2025
Reduced 6.88%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
5,772
shares
|
$221,702
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Oct 31, 2025 Q3 2025 |
5,753
shares
|
$220,972
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 05, 2025 Q3 2025 |
5,712
shares
|
$219,397
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
5,699
shares
|
$218,898
0.0% of portfolio
|
Q3 2025
Reduced 21.11%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
5,523
shares
|
$212,138
0.0% of portfolio
|
Q3 2025
Reduced 40.81%
|
|
|
First City Capital Management, Inc.
|
Oct 21, 2025 Q3 2025 |
5,519
shares
|
$211,984
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
5,388
shares
|
$206,953
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
5,370
shares
|
$206,261
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
5,243
shares
|
$201,383
0.0% of portfolio
|
Q2 2025
Reduced 38.06%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
5,000
shares
|
$192,049
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
5,000
shares
|
$192,049
0.01% of portfolio
|
Q4 2022
Added 3.03%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,000
shares
|
$192,049
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
4,749
shares
|
$182,409
0.0% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
4,245
shares
|
$163,050
0.02% of portfolio
|
Q3 2025
New holding
|
|