Institutional Ownership
Cass Information Sys Inc
CUSIP 14808P109COMCASSQ1 2026
Institutional Holders
154
13F filers
Shares Held
7.34M
Aggregate institutional
Institutional Value
$298.82M
Q1 2026
Net New Holders
+4
21 new · 17 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions21
Increased51
Decreased54
Sold out17
Institutional Holders
154 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | 903.3K | $39.76M | −41.9K | Reduced |
| 2 | Focus Partners Wealth | 686.0K | $30.20M | +686.0K | New |
| 3 | Brown Advisory Inc | 521.6K | $22.96M | −18.3K | Reduced |
| 4 | Heartland Advisors Inc | 470.5K | $20.71M | +5.5K | Added |
| 5 | Dimensional Fund Advisors LP | 346.7K | $15.26M | −7.6K | Reduced |
| 6 | Proshare Advisors LLC | 289.8K | $12.76M | −28.3K | Reduced |
| 7 | Geode Capital Management, LLC | 288.9K | $12.72M | −45.9K | Reduced |
| 8 | State Street Corp | 287.6K | $12.66M | +1.0K | Added |
| 9 | Tributary Capital Management, LLC | 248.9K | $10.96M | −7.5K | Reduced |
| 10 | Arrowstreet Capital, Limited Partnership | 137.7K | $6.06M | −5.8K | Reduced |
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