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 |
|---|---|---|---|---|---|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
35,556
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2025
Added 17.63%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
35,144
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
34,900
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2025
Reduced 44.03%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
34,855
shares
|
$1.34 Million
0.03% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 28, 2025 Q3 2025 |
34,219
shares
|
$1.31 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
34,000
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
33,610
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
33,567
shares
|
$1.29 Million
0.05% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
33,307
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2025
Reduced 56.59%
|
|
|
Sanders Morris Harris LLC
|
Oct 06, 2025 Q3 2025 |
31,864
shares
|
$1.22 Million
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Maltese Capital Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
30,000
shares
|
$1.15 Million
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
29,829
shares
|
$1.15 Million
0.18% of portfolio
|
Q4 2021
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
29,076
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2025
Reduced 16.22%
|
|
|
Axa Investment Managers S.A.
Puteaux, I0 |
Nov 14, 2025 Q3 2025 |
28,911
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
28,654
shares
|
$1.1 Million
0.51% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 29, 2025 Q3 2025 |
28,279
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
27,118
shares
|
$1.04 Million
0.04% of portfolio
|
Q2 2022
Reduced 3.18%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
27,095
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2025
Reduced 16.84%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 18, 2025 Q3 2025 |
26,667
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.71%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 20, 2025 Q3 2025 |
26,424
shares
|
$1.01 Million
0.64% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
26,411
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
26,338
shares
|
$1.01 Million
0.39% of portfolio
|
Q2 2022
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
26,164
shares
|
$1 Million
0.0% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Howard Financial Services, Ltd.
|
Oct 23, 2025 Q3 2025 |
25,720
shares
|
$987,905
0.12% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
24,481
shares
|
$940,315
0.01% of portfolio
|
Q3 2025
Added 2.79%
|
|