Cadence BankCADE
13F holders, Q3 2024 (September 30)328holders +32
53new positions
22sold out
6famous investors
$31.85avg. 13F price*
At the end of Q3 2024, 328 institutions reported holding Cadence Bank (CADE) in their 13F filings, up 32 from Q2 2024. 53 opened new positions and 22 sold out. The largest holders were Vanguard Group Inc. ($646.4M), BlackRock, Inc. ($567.7M) and FMR LLC ($523.1M). 6 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Cadence Bank
- CUSIP
- 12740C103
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $47.3M |
| Exits | 22 | $18.4M |
All 13F filers, Q2 2024 → Q3 2024: 5,372,519 shares bought and 5,441,013 shares sold, net −68,494 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 328 holders
| Vanguard Group Inc. | 0.01% | Add +0.3% | 20,296,560 | $646.4M |
| BlackRock, Inc. | 0.01% | — | 17,823,943 | $567.7M |
| FMR LLC | 0.03% | Add +1.2% | 16,423,050 | $523.1M |
| Wellington Management Group LLP | 0.07% | Reduce -1.4% | 12,642,169 | $402.7M |
| Dimensional Fund Advisors LP | 0.08% | Add +1.6% | 9,981,406 | $317.9M |
| State Street Corp. | 0.01% | Add +1.9% | 8,872,085 | $284.8M |
| T. Rowe Price Investment Management, Inc. | 0.11% | Add +1.7% | 5,660,956 | $180.3M |
| Silvercrest Asset Management Group LLC | 1.21% | Add +0.7% | 5,587,909 | $178.0M |
| Geode Capital Management, LLC | 0.01% | Add +0.9% | 4,362,543 | $139.0M |
| Fuller & Thaler Asset Management, Inc. | 0.43% | Reduce -0.1% | 3,455,110 | $110.0M |
| Macquarie Group Ltd. | 0.08% | Reduce -1.8% | 2,397,249 | $76.4M |
| Northern Trust Corp. | 0.01% | Reduce -3.0% | 2,333,652 | $74.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.9% | 2,242,486 | $71.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +64.8% | 2,199,918 | $70.1M |
| First Trust Advisors LP | 0.07% | Add +17.2% | 2,173,849 | $69.2M |
| Vaughan Nelson Investment Management, L.P. | 0.59% | Add +16.3% | 2,083,518 | $66.4M |
| Norges Bank | 0.01% | Add +3.6% | 2,012,887 | $64.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -15.0% | 1,774,568 | $56.5M |
| Morgan Stanley | 0.00% | Reduce -8.3% | 1,538,958 | $49.0M |
| Fisher Asset Management | 0.02% | Reduce -0.3% | 1,391,156 | $44.3M |
| Segall Bryant & Hamill, LLC | 0.58% | Add +21.7% | 1,331,112 | $42.4M |
| Cramer Rosenthal McGlynn LLC | 1.61% | Reduce -1.0% | 911,988 | $29.0M |
| Bank of America Corp. | 0.00% | Add +15.0% | 869,712 | $27.7M |
| Cadence Bank | 1.66% | Reduce -11.9% | 754,913 | $24.0M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -0.4% | 663,121 | $21.1M |
| Rhumbline Advisers | 0.02% | Reduce -3.4% | 610,670 | $19.4M |
| Ranger Investment Management, L.P. | 1.21% | Add +3.9% | 592,449 | $18.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.9% | 499,490 | $15.9M |
| Natixis Advisors, LLC | 0.03% | Add +15.9% | 486,122 | $15.5M |
| Janus Henderson Group PLC | 0.01% | Reduce -34.4% | 482,140 | $15.4M |
| Invesco Ltd. | 0.00% | Add +10.6% | 468,196 | $14.9M |
| Brandywine Global Investment Management, LLC | 0.10% | Reduce -2.7% | 448,754 | $14.7M |
| Barclays PLC | 0.01% | Add +63.8% | 441,669 | $14.1M |
| Principal Financial Group Inc. | 0.01% | Reduce -44.9% | 423,356 | $13.5M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -4.2% | 420,685 | $13.4M |
| Deutsche Bank AG | 0.01% | Add +6.4% | 418,022 | $13.3M |
| Nicholas Hoffman & Company, LLC. | 0.56% | No change | 415,564 | $13.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -16.4% | 413,116 | $13.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2.9% | 400,920 | $12.8M |
| North Reef Capital Management LP | 0.59% | Reduce -72.6% | 400,000 | $12.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.1% | 389,006 | $12.4M |
| State of Wisconsin Investment Board | 0.03% | No change | 386,403 | $12.3M |
| HSBC Holdings PLC | 0.01% | Add +12.8% | 371,131 | $11.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.9% | 369,939 | $11.8M |
| Point72 Asset Management | 0.04% | New | 368,200 | $11.7M |
| Swiss National Bank | 0.01% | Reduce -0.9% | 356,753 | $11.4M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -1.1% | 344,154 | $11.0M |
| Corebridge Financial, Inc. | 0.05% | Reduce -4.8% | 311,786 | $9.9M |
| California Public Employees Retirement System | 0.01% | Reduce -2.3% | 307,331 | $9.8M |
| Citigroup Inc. | 0.01% | Add +14.5% | 296,511 | $9.4M |
| Moody Aldrich Partners LLC | 1.71% | Add +28.6% | 294,932 | $9.4M |
| Rafferty Asset Management, LLC | 0.03% | Reduce -18.4% | 292,604 | $9.3M |
| Legal & General Group Plc | 0.00% | Add +3.6% | 286,325 | $9.1M |
| ProShare Advisors LLC | 0.02% | Add +2.9% | 269,514 | $8.6M |
| UBS Group AG | 0.00% | Add +58.6% | 264,212 | $8.4M |
| Susquehanna Portfolio Strategies, LLC | 0.57% | Reduce -4.0% | 263,405 | $8.4M |
| Stieven Capital Advisors, L.P. | 1.57% | Reduce -5.9% | 261,468 | $8.3M |
| Raymond James & Associates | 0.01% | Reduce -0.4% | 255,664 | $8.1M |
| Jane Street Group, LLC | 0.01% | Reduce -12.2% | 238,511 | $7.6M |
| Great Lakes Advisors, LLC | 0.06% | Reduce -5.2% | 228,386 | $7.3M |
| New York State Teachers Retirement System | 0.01% | Add +0.8% | 223,359 | $7.1M |
| Retirement Systems of Alabama | 0.03% | Reduce -1.7% | 221,608 | $7.1M |
| Hardy Reed LLC | 0.60% | Reduce -0.0% | 208,742 | $6.6M |
| Keeley-Teton Advisors, LLC | 0.72% | Reduce -2.4% | 204,913 | $6.5M |
| MetLife Investment Management, LLC | 0.04% | Reduce -1.6% | 194,809 | $6.2M |
| Trexquant Investment LP | 0.08% | Reduce -21.9% | 189,321 | $6.0M |
| Baird Financial Group, Inc. | 0.01% | Reduce -1.8% | 188,192 | $6.0M |
| Wedge Capital Management L L P | 0.10% | Reduce -24.9% | 184,343 | $5.9M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -11.5% | 177,760 | $5.7M |
| Allspring Global Investments Holdings, LLC | 0.01% | New | 173,018 | $5.5M |
| California State Teachers Retirement System | 0.01% | Reduce -3.1% | 172,817 | $5.5M |
| ExodusPoint Capital Management, LP | 0.06% | New | 172,123 | $5.5M |
| Teachers Retirement System of the State of Kentucky | 0.05% | Add +4.4% | 166,269 | $5.3M |
| American Century Companies Inc. | 0.00% | Reduce -82.0% | 148,942 | $4.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +2.3% | 144,827 | $4.6M |
| Voya Investment Management LLC | 0.01% | Add +90.0% | 138,993 | $4.4M |
| Homestead Advisers Corp | 0.10% | No change | 136,750 | $4.4M |
| Mackenzie Financial Corp. | 0.01% | Add +1092.4% | 135,143 | $4.3M |
| Csenge Advisory Group | 0.22% | Add +0.1% | 132,785 | $4.3M |
| Susquehanna International Group, LLP | 0.01% | Add +25.8% | 134,728 | $4.3M |
| Federated Hermes, Inc. | 0.01% | Reduce -16.7% | 126,805 | $4.0M |
| Comerica Bank | 0.02% | Reduce -12.3% | 125,957 | $4.0M |
| King Luther Capital Management Corp. | 0.02% | Reduce -0.7% | 125,424 | $4.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.6% | 116,458 | $3.7M |
| NFJ Investment Group, LLC | 0.11% | Reduce -4.4% | 112,952 | $3.6M |
| Cubist Systematic Strategies, LLC | 0.05% | New | 111,984 | $3.6M |
| Millennium Management | 0.00% | Reduce -79.8% | 111,293 | $3.5M |
| LPL Financial LLC | 0.00% | Add +0.8% | 107,378 | $3.4M |
| Sentinel Trust Co. Lba | 0.39% | Reduce -25.4% | 106,852 | $3.4M |
| Halter Ferguson Financial Inc. | 1.84% | No change | 102,161 | $3.3M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -5.7% | 98,596 | $3.1M |
| Nordea Investment Management AB | 0.00% | Reduce -6.7% | 93,705 | $3.0M |
| Graham Capital Management, L.P. | 0.16% | Reduce -14.3% | 92,048 | $2.9M |
| Wells Fargo & Company | 0.00% | Add +6.9% | 90,456 | $2.9M |
| TD Asset Management Inc | 0.00% | No change | 92,060 | $2.9M |
| Sei Investments Co. | 0.00% | Add +19.8% | 90,028 | $2.9M |
| Prudential Financial Inc. | 0.00% | Add +6.0% | 88,826 | $2.8M |
| Teza Capital Management LLC | 0.31% | Add +9.3% | 88,354 | $2.8M |
| Leuthold Group, LLC | 0.30% | New | 86,109 | $2.7M |
| Marshall Wace, LLP | 0.00% | New | 85,123 | $2.7M |
| Amalgamated Bank | 0.02% | Reduce -5.8% | 83,626 | $2.7M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +15.4% | 80,842 | $2.6M |
| GAMCO Investors | 0.03% | Add +12.6% | 80,360 | $2.6M |
| Arbor Investment Advisors, LLC | 0.33% | Add +7.4% | 77,246 | $2.5M |
| State of Tennessee, Department of Treasury | 0.01% | Add +2.5% | 76,800 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.3% | 70,715 | $2.3M |
| Yousif Capital Management, LLC | 0.02% | Reduce -12.7% | 66,802 | $2.1M |
| Forest Hill Capital, LLC | 1.60% | No change | 66,352 | $2.1M |
| Cerity Partners LLC | 0.00% | Add +31.2% | 64,377 | $2.1M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 62,350 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -10.8% | 61,618 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +40.7% | 59,251 | $1.9M |
| Silverleafe Capital Partners, LLC | 0.66% | No change | 58,469 | $1.9M |
| Sterling Capital Management LLC | 0.02% | — | 57,367 | $1.8M |
| Intech Investment Management LLC | 0.02% | Add +224.3% | 56,452 | $1.8M |
| New York State Common Retirement Fund | 0.00% | Reduce -58.3% | 56,372 | $1.8M |
| Ameritas Investment Partners, Inc. | 0.06% | Reduce -1.4% | 55,884 | $1.8M |
| Arizona State Retirement System | 0.01% | Add +2.9% | 52,619 | $1.7M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 52,042 | $1.7M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -2.1% | 50,600 | $1.6M |
| Curi Capital, LLC | 0.04% | Reduce -50.0% | 50,000 | $1.6M |
| Qube Research & Technologies Ltd | 0.00% | New | 49,788 | $1.6M |
| Victory Capital Management Inc. | 0.00% | Reduce -1.8% | 49,768 | $1.6M |
| Pinebridge Investments, L.P. | 0.01% | New | 48,746 | $1.6M |
| Seven Eight Capital, LP | 0.13% | Add +10.8% | 46,928 | $1.5M |
| Kennedy Capital Management LLC | 0.03% | Reduce -75.3% | 46,928 | $1.5M |
| Wesbanco Bank Inc. | 0.05% | No change | 46,816 | $1.5M |
| Vest Financial, LLC | 0.03% | Add +15.9% | 46,681 | $1.5M |
| Mendon Capital Advisors Corp. | 0.93% | New | 50,000 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +1.4% | 43,940 | $1.4M |
| Nisa Investment Advisors, LLC | 0.01% | No change | 43,010 | $1.4M |
| State of Michigan Retirement System | 0.01% | Reduce -1.6% | 43,310 | $1.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +3.5% | 42,981 | $1.4M |
| SG Americas Securities, LLC | 0.01% | New | 42,811 | $1.4M |
| Gsa Capital Partners LLP | 0.10% | Add +7.2% | 42,635 | $1.4M |
| Diversified Trust Co. | 0.03% | No change | 41,792 | $1.3M |
| MAI Capital Management | 0.01% | Add +132.9% | 41,685 | $1.3M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Reduce -0.7% | 40,474 | $1.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.7% | 40,214 | $1.3M |
| Beam Wealth Advisors, Inc. | 0.38% | Reduce -3.6% | 39,603 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +21.0% | 39,576 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -49.4% | 39,216 | $1.2M |
| AQR Capital Management | 0.00% | Add +29.5% | 39,173 | $1.2M |
| Glenmede Trust Co. NA | 0.01% | Add +31.3% | 38,295 | $1.2M |
| New Mexico Educational Retirement Board | 0.04% | No change | 37,300 | $1.2M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -2.6% | 36,974 | $1.2M |
| Corient Private Wealth LP | 0.00% | Add +47.3% | 36,408 | $1.2M |
| Mustard Seed Financial, LLC | 0.93% | Add +0.1% | 35,229 | $1.1M |
| Moody National Bank Trust Division | 0.12% | Add +15.9% | 33,725 | $1.1M |
| Handelsbanken Fonder AB | 0.00% | No change | 33,658 | $1.1M |
| Bank of Montreal | 0.00% | Add +3.2% | 34,052 | $1.1M |
| Gilliland Jeter Wealth Management LLC | 0.33% | Reduce -0.5% | 32,501 | $1.0M |
| Sanders Morris Harris LLC | 0.17% | No change | 31,864 | $1.0M |
| Creative Planning | 0.00% | Reduce -1.5% | 31,700 | $1.0M |
| Lazard Asset Management LLC | 0.00% | Add +72.8% | 31,628 | $1.0M |
| Pathstone Holdings, LLC | 0.00% | Add +1.9% | 30,149 | $960K |
| Howard Financial Services, LTD. | 0.14% | Reduce -39.9% | 30,090 | $958K |
| Security National Bank | 0.13% | No change | 29,829 | $950K |
| Ironwood Investment Management LLC | 0.46% | Add +1.0% | 29,816 | $950K |
| Franklin Resources Inc. | 0.00% | New | 29,012 | $947K |
| Pacer Advisors, Inc. | 0.00% | Reduce -2.6% | 26,684 | $850K |
| Synovus Financial Corp. | 0.01% | New | 26,627 | $848K |
| Pictet Asset Management Holding SA | 0.00% | Add +11.5% | 26,366 | $838K |
| Sit Investment Associates Inc. | 0.02% | Reduce -10.1% | 25,150 | $801K |
| LSV Asset Management | 0.00% | No change | 25,150 | $801K |
| South Dakota Investment Council | 0.02% | No change | 25,000 | $796K |
| Xponance LLC | 0.01% | Reduce -0.2% | 24,669 | $786K |
| Captrust Financial Advisors | 0.00% | Add +55.6% | 23,606 | $752K |
| US Bancorp \de | 0.00% | Add +8.5% | 22,839 | $727K |
| Lathrop Investment Management Co. | 0.13% | No change | 22,791 | $726K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 22,239 | $708K |
| Linscomb Wealth, Inc. | 0.04% | Reduce -26.6% | 22,180 | $706K |
| State of Alaska, Department of Revenue | 0.01% | Add +7.3% | 21,160 | $673K |
| Stifel Financial Corp. | 0.00% | Add +18.1% | 21,034 | $670K |
| Academy Capital Management | 0.12% | No change | 20,950 | $667K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +0.8% | 20,255 | $645K |
| Verition Fund Management LLC | 0.00% | Add +24.3% | 19,482 | $621K |
| Algert Global LLC | 0.02% | Add +2.8% | 18,920 | $603K |
| STRS Ohio | 0.00% | Add +5.1% | 18,500 | $589K |
| Inceptionr LLC | 0.14% | New | 18,436 | $587K |
| Gabelli Funds LLC | 0.00% | No change | 17,500 | $557K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +6.1% | 17,495 | $557K |
| Bridgefront Capital, LLC | 0.21% | Add +63.9% | 17,489 | $557K |
| Intergy Private Wealth, LLC | 0.20% | Reduce -1.1% | 16,887 | $538K |
| NJ State Employees Deferred Compensation Plan | 0.06% | No change | 16,800 | $535K |
| Sheets Smith Wealth Management | 0.06% | Add +0.1% | 15,975 | $509K |
| Advantage Alpha Capital Partners LP | 0.11% | Add +31.1% | 15,699 | $500K |
| Dynamic Technology Lab Private Ltd | 0.05% | New | 15,454 | $492K |
| Inscription Capital, LLC | 0.07% | No change | 15,000 | $478K |
| Profund Advisors LLC | 0.02% | Add +14.7% | 14,575 | $464K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +28.3% | 14,193 | $452K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +28.3% | 14,193 | $452K |
| Securian Asset Management, Inc. | 0.01% | Reduce -2.6% | 14,185 | $452K |
| Mariner, LLC | 0.00% | Reduce -7.7% | 14,062 | $447K |
| Chickasaw Capital Management LLC | 0.02% | No change | 13,057 | $416K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -88.2% | 12,824 | $408K |
| United Services Automobile Association | 0.01% | Reduce -15.0% | 12,524 | $399K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.07% | New | 12,314 | $392K |
| Procyon Advisors, LLC | 0.03% | Reduce -30.0% | 11,689 | $372K |
| Crossmark Global Holdings, Inc. | 0.01% | No change | 11,291 | $360K |
| nVerses Capital, LLC | 0.16% | New | 11,100 | $354K |
| Citadel Advisors | 0.00% | New | 11,079 | $353K |
| Eukles Asset Management | 0.14% | Add +1.3% | 11,074 | $353K |
| AlphaMark Advisors, LLC | 0.12% | Add +0.6% | 10,938 | $348K |
| Wolverine Asset Management LLC | 0.03% | Add +59.4% | 10,917 | $348K |
| Allianz Asset Management GmbH | 0.00% | New | 10,328 | $329K |
| Teacher Retirement System of Texas | 0.00% | New | 10,295 | $328K |
| Hamilton Capital Partners Inc. | 0.03% | Reduce -31.3% | 10,106 | $322K |
| Ignite Planners, LLC | 0.07% | Reduce -57.2% | 10,102 | $322K |
| Regions Financial Corp. | 0.00% | No change | 10,056 | $320K |
| CM Management, LLC | 0.25% | No change | 10,000 | $319K |
| Paloma Partners Management Co | 0.02% | New | 9,973 | $318K |
| Diametric Capital, LP | 0.16% | New | 9,963 | $317K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +5.0% | 9,960 | $317K |
| MQS Management LLC | 0.18% | New | 9,910 | $316K |
| Tidal Investments LLC | 0.00% | Add +8.1% | 9,769 | $311K |
| Point72 (DIFC) Ltd | 0.02% | New | 9,534 | $304K |
| Quadrature Capital Ltd | 0.01% | New | 9,473 | $302K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -17.4% | 9,267 | $295K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -1.4% | 9,228 | $294K |
| Net Worth Advisory Group | 0.09% | — | 9,125 | $291K |
| Commerce Bank | 0.00% | No change | 9,077 | $289K |
| RFG Advisory, LLC | 0.01% | No change | 8,916 | $284K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -59.5% | 8,855 | $282K |
| Patton Albertson Miller Group, LLC | 0.04% | No change | 8,780 | $280K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -10.2% | 8,143 | $259K |
| Park Place Capital Corp | 0.07% | Add +0.6% | 8,140 | $259K |
| 1492 Capital Management LLC | 0.13% | No change | 8,011 | $253K |
| Stonegate Investment Group, LLC | 0.01% | Reduce -7.1% | 7,931 | $253K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 7,913 | $252K |
| Sherbrooke Park Advisers LLC | 0.06% | New | 7,878 | $251K |
| AlphaQuest LLC | 0.02% | Add +390500.0% | 7,812 | $249K |
| Public Employees Retirement System of Ohio | 0.00% | Add +206.9% | 7,525 | $240K |
| Shelton Capital Management | 0.01% | No change | 7,442 | $237K |
| Emerald Mutual Fund Advisers Trust | 0.01% | No change | 7,371 | $235K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 7,144 | $233K |
| Lavaca Capital LLC | 0.11% | No change | 7,154 | $228K |
| Neuberger Berman Group LLC | 0.00% | Reduce -1.5% | 7,018 | $224K |
| Teton Advisors, Inc. | 0.10% | Reduce -2.8% | 7,000 | $223K |
| XTX Topco Ltd | 0.02% | New | 6,972 | $222K |
| Atlanta Consulting Group Advisors, LLC | 0.05% | New | 6,920 | $220K |
| Moody LYNN Lieberson & Walker, LLC | 0.01% | New | 6,915 | $220K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.8% | 6,771 | $216K |
| Johnson Investment Counsel Inc. | 0.00% | New | 6,739 | $215K |
| LMR Partners LLP | 0.01% | New | 6,666 | $212K |
| Bailard, Inc. | 0.01% | New | 6,641 | $212K |
| HRT Financial LP | 0.00% | New | 6,443 | $205K |
| Fayez Sarofim & Co | 0.00% | New | 6,435 | $205K |
| Duncan Williams Asset Management, LLC | 0.11% | New | 6,420 | $204K |
| Davis Investment Partners, LLC | 0.08% | New | 6,606 | $202K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 6,334 | $202K |
| Americana Partners, LLC | 0.01% | New | 6,300 | $201K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 6,300 | $201K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 6,242 | $199K |
| Blue Trust, Inc. | 0.00% | Reduce -68.5% | 6,835 | $193K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -13.9% | 5,631 | $179K |
| Shell Asset Management Co. | 0.01% | — | 5,455 | $174K |
| Bollard Group LLC | 0.00% | Add +0.9% | 5,406 | $172K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5,000 | $161K |
| Horrell Capital Management, Inc. | 0.05% | No change | 5,029 | $160K |
| KBC Group NV | 0.00% | Add +11.5% | 5,036 | $160K |
| TD Private Client Wealth LLC | 0.00% | Add +23.0% | 4,954 | $158K |
| Signaturefd, LLC | 0.00% | Reduce -67.6% | 4,797 | $153K |
| Cwm, LLC | 0.00% | Add +7.8% | 4,125 | $131K |
| Danske Bank A/S | 0.00% | Add +100.0% | 3,800 | $121K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 3,636 | $114K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -14.8% | 2,752 | $88K |
| Osaic Holdings, Inc. | 0.00% | Add +10.0% | 2,716 | $87K |
| CI Investments Inc. | 0.00% | Reduce -27.0% | 2,687 | $86K |
| Citizens National Bank Trust Department | 0.02% | No change | 2,422 | $77K |
| Mercer Global Advisors Inc. | 0.00% | Add +4.0% | 66,716 | $67K |
| Catalyst Funds Management Pty Ltd | 0.01% | Reduce -18.2% | 1,800 | $57K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 1,750 | $56K |
| Aquatic Capital Management LLC | 0.00% | New | 1,700 | $54K |
| Fifth Third Bancorp | 0.00% | Add +6.1% | 1,601 | $51K |
| GAMMA Investing LLC | 0.00% | Add +55.8% | 1,561 | $50K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,270 | $40K |
| Rise Advisors, LLC | 0.02% | Add +0.9% | 1,206 | $38K |
| Founders Capital Management | 0.02% | No change | 1,200 | $38K |
| Point72 Hong Kong Ltd | 0.00% | New | 1,000 | $32K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -17.1% | 961 | $31K |
| State of Wyoming | 0.00% | New | 866 | $28K |
| Whittier Trust Co. | 0.00% | No change | 834 | $27K |
| Versant Capital Management, Inc | 0.01% | No change | 796 | $25K |
| FNY Investment Advisers, LLC | 0.01% | New | 800 | $25K |
| V-Square Quantitative Management LLC | 0.00% | New | 774 | $25K |
| Castleview Partners, LLC | 0.01% | No change | 763 | $24K |
| Lindbrook Capital, LLC | 0.00% | No change | 687 | $22K |
| UMB Bank, n.a. | 0.00% | Add +353.8% | 658 | $21K |
| Farther Finance Advisors, LLC | 0.00% | Add +7.7% | 616 | $20K |
| Bessemer Group Inc. | 0.00% | Add +138.7% | 549 | $17K |
| Abound Wealth Management | 0.01% | No change | 515 | $16K |
| Parallel Advisors, LLC | 0.00% | No change | 484 | $15K |
| Smartleaf Asset Management LLC | 0.00% | Add +110.0% | 441 | $14K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 400 | $13K |
| Arax Advisory Partners | 0.00% | No change | 383 | $12K |
| Covestor Ltd | 0.01% | No change | 347 | $11K |
| J.Safra Asset Management Corp | 0.00% | Add +813.9% | 329 | $10K |
| Rosenberg Matthew Hamilton | 0.00% | Add +184.6% | 313 | $10K |
| Parkside Financial Bank & Trust | 0.00% | Add +9.2% | 284 | $9K |
| Huntington National Bank | 0.00% | Add +6.9% | 263 | $8K |
| Eagle Bay Advisors LLC | 0.00% | No change | 260 | $8K |
| Rothschild Investment LLC | 0.00% | Add +233.3% | 200 | $6K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 195 | $6K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -4.0% | 190 | $6K |
| Private Wealth Management Group, LLC | 0.00% | No change | 176 | $6K |
| Quadrant Capital Group LLC | 0.00% | No change | 159 | $5K |
| First Horizon Advisors, Inc. | 0.00% | No change | 145 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | Add +3.2% | 130 | $4K |
| Global Retirement Partners, LLC | 0.00% | Reduce -69.1% | 122 | $4K |
| Jones Financial Companies LLLP | 0.00% | New | 101 | $3K |
| Mather Group, Llc. | 0.00% | Add +15.1% | 99 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 98 | $3K |
| Hemington Wealth Management | 0.00% | New | 102 | $3K |
| Quent Capital, LLC | 0.00% | No change | 92 | $3K |
| Allworth Financial LP | 0.00% | No change | 90 | $3K |
| NewEdge Advisors, LLC | 0.00% | No change | 72 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 68 | $2K |
| Earned Wealth Advisors, LLC | 0.00% | New | 64 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 51 | $2K |
| Principal Securities, Inc. | 0.00% | Add +142.9% | 51 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 48 | $2K |
| Claris Advisors, LLC / Mo / | 0.00% | New | 11 | $350 |
| Assetmark, Inc. | 0.00% | New | 11 | $350 |
| Bokf, NA | 0.00% | New | 10 | $306 |
| AdvisorNet Financial, Inc | 0.00% | New | 5 | $159 |
| Private Trust Co. NA | 0.00% | No change | 1 | $32 |
| Financial Management Professionals, Inc. | 0.00% | New | 2 | $0 |
"% of holder's portfolio" is CADE's weight in each manager's 13F, not the share of Cadence Bank the manager owns.