Free Trial
→ Could this be the start of AI’s Second Wind? (From Weiss Ratings) (Ad) Buy CASS Stock  Free CASS Stock Alerts

Cass Information Systems (CASS) Institutional Ownership

Cass Information Systems logo
$39.68 -0.26 (-0.65%)
As of 04:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Cass Information Systems (NASDAQ:CASS)

Current
Institutional Ownership
Percentage
59.08%
Number of
Institutional Buyers
(last 12 months)
55
Total
Institutional Inflows
(last 12 months)
$36.30M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$18.83M
Get CASS Insider Trade Alerts

Want to know when executives and insiders are buying or selling Cass Information Systems stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

CASS Institutional Buying and Selling by Quarter

Remove Ads

Cass Information Systems Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025 Fenimore Asset Management Inc338,882$14.66M0.3%+0.8%2.517%
4/10/2025 Beacon Financial Group5,256$227K0.0%-35.3%0.039%
4/8/2025 Dumont & Blake Investment Advisors LLC4,641$201K0.1%N/A0.034%
4/7/2025 GAMMA Investing LLC12,456$539K0.0%+4,823.3%0.093%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC32,174$1.32M0.0%+6.4%0.237%
2/17/2025Two Sigma Investments LP11,535$472K0.0%+68.5%0.085%
2/17/2025Two Sigma Advisers LP13,949$571K0.0%-11.4%0.103%
2/17/2025Tidal Investments LLC12,622$516K0.0%-4.8%0.093%
2/17/2025ProShare Advisors LLC183,440$7.51M0.0%-6.9%1.352%
2/17/2025Nuveen Asset Management LLC54,350$2.22M0.0%+36.2%0.401%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.7,710$315K0.0%+3.0%0.057%
2/17/2025Focus Partners Wealth762,482$31.19M0.1%-8.1%5.619%
2/17/2025Emmett Investment Management LP90,815$3.72M3.3%N/A0.669%
2/17/2025Deutsche Bank AG8,266$338K0.0%+13.9%0.061%
2/17/2025Bank of America Corp DE17,907$733K0.0%+37.4%0.132%
2/17/2025BNP Paribas Financial Markets1,857$76K0.0%-70.9%0.014%
2/17/2025Ameriprise Financial Inc.118,070$4.83M0.0%+1.9%0.870%
2/14/2025Northern Trust Corp136,568$5.59M0.0%+3.7%1.006%
2/14/2025Aquatic Capital Management LLC1,083$44K0.0%N/A0.008%
2/14/2025Price T Rowe Associates Inc. MD12,776$523K0.0%+6.5%0.094%
2/14/2025Uniplan Investment Counsel Inc.42,403$1.74M0.2%-53.8%0.312%
2/14/2025Stifel Financial Corp9,447$386K0.0%-11.9%0.070%
2/14/2025Speece Thorson Capital Group Inc.328,937$13.46M2.7%+7.7%2.424%
2/14/2025Dimensional Fund Advisors LP420,539$17.20M0.0%-0.7%3.099%
2/14/2025First Trust Advisors LP8,637$353K0.0%+4.8%0.064%
2/14/2025Commerce Bank63,046$2.58M0.0%-1.1%0.465%
2/13/2025Advisory Research Inc.42,110$1.72M0.3%-28.3%0.310%
2/13/2025Keeley Teton Advisors LLC80,632$3.30M0.4%-14.4%0.594%
2/13/2025Barclays PLC24,022$983K0.0%+9.5%0.177%
2/13/2025Raymond James Financial Inc.6,751$276K0.0%N/A0.050%
2/13/2025Legal & General Group Plc13,291$544K0.0%-4.6%0.098%
2/13/2025Envestnet Asset Management Inc.47,205$1.93M0.0%+4.5%0.348%
2/13/2025Wells Fargo & Company MN37,876$1.55M0.0%+8.0%0.279%
2/12/2025ExodusPoint Capital Management LP9,632$394K0.0%+87.1%0.071%
2/12/2025Huntington National Bank690$28K0.0%+72.9%0.005%
2/12/2025Ballast Asset Management LP107,610$4.40M2.2%-4.6%0.793%
2/12/2025Geode Capital Management LLC317,292$12.98M0.0%-10.4%2.338%
2/12/2025Arrowstreet Capital Limited Partnership89,599$3.67M0.0%+15.0%0.660%
2/12/2025Heartland Advisors Inc.416,947$17.06M0.9%+11.6%3.073%
2/12/2025JPMorgan Chase & Co.44,418$1.82M0.0%+91.1%0.327%
Warning: “DOGE Collapse” imminent (Ad)

Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week, President Trump promised to buy a Tesla to help support Musk in the face of a boycott against his company. But according to one research group, with connections to the Pentagon and the U.S. government, Elon's preparing to strike back in a much bigger way in the days ahead.

Click here to see what they’re predicting now.
2/11/2025Corebridge Financial Inc.6,732$275K0.0%-7.0%0.050%
2/11/2025Vanguard Group Inc.796,969$32.60M0.0%-2.8%5.873%
2/11/2025LPL Financial LLC14,901$610K0.0%+7.0%0.110%
2/11/2025KLP Kapitalforvaltning AS2,780$114K0.0%N/A0.020%
2/11/2025American Century Companies Inc.87,675$3.59M0.0%-2.0%0.646%
2/11/2025Teacher Retirement System of Texas16,119$659K0.0%-45.7%0.119%
2/11/2025Boston Partners54,549$2.23M0.0%-1.3%0.402%
2/11/2025Intech Investment Management LLC5,048$207K0.0%N/A0.037%
2/10/2025Royce & Associates LP265,907$10.88M0.1%+3.3%1.960%
2/10/2025Commonwealth Equity Services LLC34,339$1.41M0.0%+7.0%0.253%
2/7/2025AlphaQuest LLC2,104$86K0.0%-68.6%0.016%
2/6/2025Raymond James Financial Inc.6,751$276K0.0%N/A0.050%
2/6/2025Charles Schwab Investment Management Inc.104,325$4.27M0.0%+0.7%0.769%
2/5/2025Parkside Financial Bank & Trust5,023$205K0.0%-16.6%0.037%
2/4/2025Bank of New York Mellon Corp87,456$3.58M0.0%+7.7%0.644%
1/30/2025 Rhumbline Advisers27,482$1.12M0.0%+1.1%0.203%
1/29/2025 Beacon Financial Group8,129$333K0.0%-14.7%0.060%
1/29/2025 Towneley Capital Management Inc DE14,944$611K0.1%N/A0.110%
1/27/2025GHP Investment Advisors Inc.18,801$769K0.0%-5.1%0.139%
1/24/2025Trust Point Inc.6,924$283K0.0%-47.7%0.051%
1/21/2025Tributary Capital Management LLC318,809$13.04M1.0%+0.1%2.349%
1/21/2025 Fenimore Asset Management Inc336,032$13.75M0.3%-0.1%2.476%
1/17/2025Janney Montgomery Scott LLC6,009$246K0.0%-9.7%0.044%
1/17/2025 SG Americas Securities LLC6,295$258K0.0%+30.5%0.046%
1/13/2025Salem Investment Counselors Inc.1,975$81K0.0%-23.3%0.015%
12/26/2024JPMorgan Chase & Co.23,241$964K0.0%+140.9%0.171%
11/19/2024Barclays PLC21,938$910K0.0%+364.9%0.162%
11/16/2024Geode Capital Management LLC354,155$14.69M0.0%+4.0%2.610%
11/15/2024Barclays PLC21,938$910K0.0%+364.9%0.162%
11/15/2024First National Bank of Omaha9,441$392K0.0%+3.3%0.070%
11/15/2024State Street Corp319,177$13.24M0.0%+0.8%2.352%
11/15/2024Hotchkis & Wiley Capital Management LLC73,020$3.03M0.0%N/A0.538%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC30,251$1.26M0.0%-7.8%0.223%
11/13/2024Glenmede Trust Co. NA7,453$309K0.0%+37.8%0.055%
11/13/2024BNP Paribas Financial Markets6,387$265K0.0%+27.9%0.047%
11/12/2024Pitcairn Co.6,682$277K0.0%-8.4%0.049%
11/12/2024Charles Schwab Investment Management Inc.103,609$4.30M0.0%+1.1%0.760%
11/9/2024Foundry Partners LLC122,405$5.08M0.3%+12.1%0.898%
11/7/2024Quest Partners LLC6,701$278K0.0%+3,445.5%0.049%
11/6/2024Royce & Associates LP257,339$10.67M0.1%-5.1%1.889%
11/6/2024Speece Thorson Capital Group Inc.305,495$12.67M2.3%+37.6%2.242%
11/4/2024Los Angeles Capital Management LLC21,011$872K0.0%-57.5%0.154%
10/28/2024US Bancorp DE7,078$294K0.0%+5.4%0.052%
10/25/2024Pinnacle Associates Ltd.65,790$2.96M0.0%+18.1%0.482%
10/24/2024Tributary Capital Management LLC318,496$13.21M1.0%+5.3%2.334%
10/24/2024GHP Investment Advisors Inc.19,808$822K0.0%-11.2%0.145%
10/21/2024Copeland Capital Management LLC899$37K0.0%N/A0.007%
10/11/2024Creative Planning4,939$205K0.0%N/A0.036%
10/3/2024 SG Americas Securities LLC4,825$200K0.0%N/A0.035%
8/14/2024ProShare Advisors LLC300,474$12.04M0.0%-11.2%2.202%
Warning: “DOGE Collapse” imminent (Ad)

Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week, President Trump promised to buy a Tesla to help support Musk in the face of a boycott against his company. But according to one research group, with connections to the Pentagon and the U.S. government, Elon's preparing to strike back in a much bigger way in the days ahead.

Click here to see what they’re predicting now.
8/9/2024Renaissance Technologies LLC6,260$251K0.0%N/A0.046%
8/9/2024Dimensional Fund Advisors LP421,056$16.87M0.0%-2.2%3.086%
8/8/2024GHP Investment Advisors Inc.22,310$894K0.0%-27.3%0.164%
8/8/2024American Century Companies Inc.113,695$4.56M0.0%-1.9%0.833%
8/6/2024Los Angeles Capital Management LLC49,391$1.98M0.0%-11.5%0.362%
8/5/2024Foundry Partners LLC109,225$4.38M0.2%-1.2%0.801%
8/1/2024 Rhumbline Advisers27,753$1.11M0.0%-3.8%0.203%
7/31/2024Commonwealth Equity Services LLC32,147$1.29M0.0%+2.6%0.236%
7/31/2024IFG Advisory LLC45,116$1.81M0.1%+7.7%0.331%
7/30/2024Pinnacle Associates Ltd.55,713$2.23M0.0%-13.9%0.408%
(Data available from 1/1/2016 forward)

Remove Ads

CASS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CASS shares?

During the previous two years, 109 institutional investors and hedge funds held shares of Cass Information Systems. The most heavily invested institutionals were Vanguard Group Inc. ($32.60M), Buckingham Strategic Wealth LLC ($32.40M), Focus Partners Wealth ($31.19M), Dimensional Fund Advisors LP ($17.20M), Heartland Advisors Inc. ($17.06M), Fenimore Asset Management Inc. ($15.11M), and Fenimore Asset Management Inc ($14.66M).Learn more on CASS's institutional investors.

What percentage of Cass Information Systems stock is owned by institutional investors?

59.08% of Cass Information Systems stock is owned by institutional investors. Learn more on CASS's institutional investor holdings.

Which institutional investors have been buying Cass Information Systems stock?

Of the 82 institutional investors that purchased Cass Information Systems stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Speece Thorson Capital Group Inc. ($328.94K), ProShare Advisors LLC ($264.62K), Hotchkis & Wiley Capital Management LLC ($109.22K), Heartland Advisors Inc. ($91.44K), Emmett Investment Management LP ($90.82K), Pinnacle Associates Ltd. ($77.01K), and Tributary Capital Management LLC ($70.45K).

How much institutional buying is happening at Cass Information Systems?

Institutional investors have bought a total of 1,871,486 shares in the last 24 months. This purchase volume represents approximately $77.53M in transactions.

Which Cass Information Systems major shareholders have been selling company stock?

Of the 55 institutional investors that sold Cass Information Systems stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($69.27K), Focus Partners Wealth ($67.05K), ProShare Advisors LLC ($66.61K), Salem Investment Counselors Inc. ($55.24K), Vanguard Group Inc. ($49.75K), Uniplan Investment Counsel Inc. ($49.42K), and Los Angeles Capital Management LLC ($41.11K).

How much institutional selling is happening at Cass Information Systems?

Institutional investors have sold a total of 751,846 shares in the last 24 months. This volume of shares sold represents approximately $31.04M in transactions.


Related Companies

This page (NASDAQ:CASS) was last updated on 4/16/2025 by MarketBeat.com Staff
From Our Partners
Trump Makes Major Crypto Announcement
Trump Ends the “War on Crypto” I expect it to pump the market, which is why I'm recommending ONE coin to al...
Crypto 101 Media | Sponsored
Crypto’s crashing…but we’re still profiting
Most traders are panicking right now. Bitcoin’s dropping. Altcoins are bleeding. The stock market’s a mess....
Crypto Swap Profits | Sponsored
Now I look stupid. Real stupid...
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored
DOGE tax surprise
Elon Musk's DOGE agents have some very strange plans for the IRS... Recently, it emerged that our tax auth...
Altimetry | Sponsored
Is it CRAZY to still want reliable profits, despite this market?
Larry Benedict, the acclaimed "Market Wizard," is calling an emergency briefing now... The same Larry who –...
Brownstone Research | Sponsored
REVEALED FREE: Our top 3 stocks to own in 2025 and beyond
Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (incl...
Weiss Ratings | Sponsored
First look: The $3,500 iPhone
Did you hear that just before Trump's tariffs took effect, Apple sent five cargo planes packed with MacBooks a...
Stansberry Research | Sponsored
Markets in Chaos? Here’s What to Do.
Wall Street's on edge with tariffs. And volatility? It's not slowing down. You've seen the headlines… Bu...
Investors Alley | Sponsored