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Security record

CADE

Cadence Bank · Financial Services · Banks - Regional

42.11 -1.7% mkt cap $7.85B quote delayed (FMP) · as of Oct 11 03:53 UTC — separate from filing data below

Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024
120Tracked holders
+2Δ holders
118.87MShares held
$5.10BReported value
+4New positions
−1Exits
Falling Conviction score 37/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +1.7% · share flow -8.5% · net new positions +2.5% — formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q4 2025 120 +2 118.87M $5.10B +4 −1
Q3 2025 18 -1 84.42M $3.17B +1 −3
Q2 2025 17 +2 88.06M $2.82B +3 −1
Q1 2025 12 +1 32.25M $981.33M +1 —
Q4 2024 11 -1 31.66M $1.09B +1 −2
Q3 2024 11 +2 21.22M $675.89M +3 −1
Q2 2024 9 — 21.26M $601.26M — —
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group ✦ (passive) 20.03M -1.2% $857.94M 0.0% ▼ Trim 3 SEC ↗ ×5
2 BlackRock ✦ (passive) 17.97M -0.7% $769.81M 0.0% ▼ Trim 3 SEC ↗ ×14
3 Dimensional Fund Advisors Lp 9.85M — $421.86M 0.1% n/c 1 SEC ↗ ×5
4 State Street Global Advisors ✦ (passive) 8.84M -5.8% $381.22M 0.0% ▼ Trim 5 SEC ↗
5 Wellington Management ✦ 6.17M -54.2% $264.48M 0.0% ▼ Trim 7 SEC ↗ ×5
6 Fidelity (FMR) ✦ 4.93M -38.9% $211.09M 0.0% ▼ Trim 3 SEC ↗ ×4
7 Geode Capital Management ✦ (passive) 4.63M +0.1% $198.23M 0.0% ▲ Add 7 SEC ↗ ×2
8 Goldman Sachs Group ✦ 3.89M +51.7% $166.71M 0.0% ▲ Add 2 SEC ↗ ×2
9 Balyasny Asset Management L.P. 3.68M — $157.44M 0.3% n/c 1 SEC ↗
10 Alliancebernstein L.P. 2.53M — $108.59M 0.0% n/c 1 SEC ↗
11 Northern Trust Corp 2.47M — $105.86M 0.0% n/c 1 SEC ↗ ×7
12 Norges Bank ✦ (passive) 2.31M New $98.96M 0.0% New 1 SEC ↗
13 First Trust Advisors Lp 2.17M — $93.04M 0.1% n/c 1 SEC ↗
14 Charles Schwab Investment… 2.13M — $91.06M 0.0% n/c 1 SEC ↗
15 Bank of New York Mellon Corp 1.87M — $80.19M 0.0% n/c 1 SEC ↗ ×10
16 Nomura Asset Management… 1.79M — $76.59M 0.1% n/c 1 SEC ↗
17 Toronto Dominion Bank 1.69M — $72.35M 0.1% n/c 1 SEC ↗
18 Morgan Stanley ✦ 1.58M +27.4% $67.79M 0.0% ▲ Add 2 SEC ↗ ×14
19 Millennium Management ✦ 1.47M +136.3% $63.07M 0.0% ▲ Add 7 SEC ↗
20 Bank Of America Corp /De/ 1.18M — $50.70M 0.0% n/c 1 SEC ↗ ×7
21 Neuberger Berman Group LLC 927.20K — $39.72M 0.0% n/c 1 SEC ↗
22 Boston Partners 845.98K — $36.29M 0.0% n/c 1 SEC ↗ ×3
23 Healthcare Of Ontario Pension Plan… 813.39K — $34.85M 0.1% n/c 1 SEC ↗
24 Nuveen, LLC 718.94K — $30.80M 0.0% n/c 1 SEC ↗ ×2
25 Principal Financial Group Inc 701.05K — $30.03M 0.0% n/c 1 SEC ↗ ×2
26 Fisher Asset Management ✦ 691.15K -50.7% $29.61M 0.0% ▼ Trim 7 SEC ↗
27 JPMorgan Chase ✦ 653.62K -52.1% $28.00M 0.0% ▼ Trim 2 SEC ↗ ×6
28 Soros Fund Management ✦ 597.35K New $25.59M 0.5% New 1 SEC ↗
29 UBS Group AG 581.33K — $24.90M 0.0% n/c 1 SEC ↗ ×3
30 Rhumbline Advisers 572.78K — $24.54M 0.0% n/c 1 SEC ↗
31 Invesco Ltd. 554.38K — $23.75M 0.0% n/c 1 SEC ↗ ×5
32 Allianz Asset Management GmbH 515.17K — $22.07M 0.0% n/c 1 SEC ↗
33 AQR Capital Management ✦ 483.76K -50.5% $20.72M 0.0% ▼ Trim 7 SEC ↗ ×6
34 Barclays Plc 471.33K — $20.19M 0.0% n/c 1 SEC ↗ ×3
35 Hsbc Holdings Plc 441.26K — $18.93M 0.0% n/c 1 SEC ↗ ×4
36 Manufacturers Life Insurance… 441.49K — $18.91M 0.0% n/c 1 SEC ↗
37 Bridgewater Associates ✦ 436.72K +1.6% $18.71M 0.1% ▲ Add 2 SEC ↗
38 Citadel Advisors ✦ 392.99K -34.5% $16.84M 0.0% ▼ Trim 4 SEC ↗ ×2
39 UBS AM, a distinct business unit of… 382.69K — $16.39M 0.0% n/c 1 SEC ↗ ×9
40 Raymond James Financial Inc 382.67K — $16.39M 0.0% n/c 1 SEC ↗ ×3
41 California Public Employees… 376.58K — $16.13M 0.0% n/c 1 SEC ↗
42 Swiss National Bank 360.25K — $15.43M 0.0% n/c 1 SEC ↗
43 Ameriprise Financial Inc 359.02K — $15.41M 0.0% n/c 1 SEC ↗ ×2
44 Legal & General Group Plc 278.33K — $11.92M 0.0% n/c 1 SEC ↗ ×3
45 American Century Companies Inc 259.43K — $11.11M 0.0% n/c 1 SEC ↗
46 Deutsche Bank Ag\ 258.61K — $11.08M 0.0% n/c 1 SEC ↗ ×5
47 Wells Fargo & Company/Mn 216.75K — $9.29M 0.0% n/c 1 SEC ↗ ×2
48 Tudor Investment Corp Et Al 214.84K — $9.20M 0.1% n/c 1 SEC ↗
49 Grantham, Mayo, Van Otterloo & Co.… 213.28K — $9.14M 0.0% n/c 1 SEC ↗
50 Allspring Global Investments… 206.10K — $8.91M 0.0% n/c 1 SEC ↗ ×2
51 ProShare Advisors LLC 192.44K — $8.24M 0.0% n/c 1 SEC ↗
52 Citigroup Inc 180.07K — $7.71M 0.0% n/c 1 SEC ↗ ×4
53 California State Teachers… 173.71K — $7.44M 0.0% n/c 1 SEC ↗
54 T. Rowe Price ✦ 173.19K +3.3% $7.42M 0.0% ▲ Add 7 SEC ↗
55 Baird Financial Group, Inc. 172.21K — $7.38M 0.0% n/c 1 SEC ↗ ×2
56 Bnp Paribas Financial Markets 156.26K — $6.69M 0.0% n/c 1 SEC ↗
57 Arrowstreet Capital ✦ 152.93K -45.5% $6.55M 0.0% ▼ Trim 3 SEC ↗
58 LPL Financial LLC 145.66K — $6.24M 0.0% n/c 1 SEC ↗
59 Russell Investments Group, Ltd. 141.88K — $6.08M 0.0% n/c 1 SEC ↗ ×8
60 GAMCO Investors ✦ 127.88K -9.3% $5.48M 0.1% ▼ Trim 7 SEC ↗
61 Marshall Wace ✦ 124.99K New $5.35M 0.0% New 1 SEC ↗ ×2
62 Royal Bank Of Canada 111.81K — $4.79M 0.0% n/c 1 SEC ↗ ×6
63 MIRAE ASSET GLOBAL ETFS HOLDINGS… 86.78K — $3.72M 0.0% n/c 1 SEC ↗
64 Nordea Investment Management Ab 85.38K — $3.66M 0.0% n/c 1 SEC ↗ ×2
65 Janus Henderson Group Plc 79.35K — $3.40M 0.0% n/c 1 SEC ↗
66 Squarepoint Ops LLC 75.11K — $3.22M 0.0% n/c 1 SEC ↗
67 Zurcher Kantonalbank (Zurich… 72.39K — $3.10M 0.0% n/c 1 SEC ↗
68 Nomura Holdings Inc 63.24K — $2.71M 0.0% n/c 1 SEC ↗
69 Sei Investments Co 62.23K — $2.67M 0.0% n/c 1 SEC ↗ ×2
70 Envestnet Asset Management Inc 60.68K — $2.60M 0.0% n/c 1 SEC ↗
71 New York State Common Retirement… 59.47K — $2.55M 0.0% n/c 1 SEC ↗
72 Wealth Enhancement Advisory… 53.57K — $2.45M 0.0% n/c 1 SEC ↗
73 Susquehanna International Group, Llp 54.80K — $2.35M 0.0% n/c 1 SEC ↗
74 HighTower Advisors, LLC 53.72K — $2.30M 0.0% n/c 1 SEC ↗
75 State Board Of Administration Of… 52.04K — $2.23M 0.0% n/c 1 SEC ↗
76 Corient Private Wealth LP 50.84K — $2.18M 0.0% n/c 1 SEC ↗ ×2
77 Victory Capital Management Inc 45.70K — $1.96M 0.0% n/c 1 SEC ↗
78 Cerity Partners LLC 36.88K — $1.58M 0.0% n/c 1 SEC ↗ ×3
79 Franklin Resources Inc 34.35K — $1.47M 0.0% n/c 1 SEC ↗ ×5
80 Voya Investment Management Llc 32.02K — $1.37M 0.0% n/c 1 SEC ↗
81 Pictet Asset Management Holding SA 27.95K — $1.20M 0.0% n/c 1 SEC ↗
82 Stifel Financial Corp 26.62K — $1.14M 0.0% n/c 1 SEC ↗
83 Creative Planning 25.95K — $1.11M 0.0% n/c 1 SEC ↗
84 Jane Street Group, Llc 22.68K — $971,568 0.0% n/c 1 SEC ↗ ×2
85 Pacer Advisors, Inc. 22.28K — $954,475 0.0% n/c 1 SEC ↗
86 Bank Of Montreal /Can/ 21.26K — $910,607 0.0% n/c 1 SEC ↗ ×3
87 Connor, Clark & Lunn Investment… 17.64K — $755,526 0.0% n/c 1 SEC ↗
88 Northwestern Mutual Wealth… 16.27K — $697,178 0.0% n/c 1 SEC ↗
89 Captrust Financial Advisors 15.93K — $682,337 0.0% n/c 1 SEC ↗
90 Mercer Global Advisors Inc /Adv 14.54K — $623,069 0.0% n/c 1 SEC ↗
91 Prudential Financial Inc 14.50K — $621,137 0.0% n/c 1 SEC ↗
92 Universal- Beteiligungs- und… 14.08K — $603,188 0.0% n/c 1 SEC ↗
93 Quantinno Capital Management LP 13.60K — $582,831 0.0% n/c 1 SEC ↗
94 Cetera Investment Advisers 13.39K — $573,808 0.0% n/c 1 SEC ↗
95 Commonwealth Equity Services, Llc 12.58K — $538,800 0.0% n/c 1 SEC ↗
96 Lazard Asset Management Llc 12.43K — $532,458 0.0% n/c 1 SEC ↗
97 Federated Hermes, Inc. 12.00K — $514,209 0.0% n/c 1 SEC ↗
98 Mackenzie Financial Corp 11.70K — $503,874 0.0% n/c 1 SEC ↗
99 Us Bancorp \De\ 11.74K — $502,814 0.0% n/c 1 SEC ↗ ×2
100 Rockefeller Capital Management L.P. 10.79K — $462,475 0.0% n/c 1 SEC ↗ ×2

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Norges Bank $98.96M 0.0%
Soros Fund Management $25.59M 0.5%
Marshall Wace $5.35M 0.0%

Exited

Point72 Asset Management $26.33M was 0.1%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2 holders, 5.47K shares, $234,486 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API