Cadence BankCADE
13F holders, Q3 2025 (September 30)400holders +39
69new positions
33sold out
7famous investors
$37.55avg. 13F price*
At the end of Q3 2025, 400 institutions reported holding Cadence Bank (CADE) in their 13F filings, up 39 from Q2 2025. 69 opened new positions and 33 sold out. The largest holders were Vanguard Group Inc. ($761.3M), BlackRock, Inc. ($679.4M) and Wellington Management Group LLP ($505.8M). 7 famous investors held it, including Ray Dalio (0.1% of Bridgewater Associates's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Mario Gabelli (0.1% of GAMCO Investors's portfolio).
- Company
- Cadence Bank
- CUSIP
- 12740C103
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $340.9M |
| Exits | 33 | $49.5M |
All 13F filers, Q2 2025 → Q3 2025: 17,916,524 shares bought and 14,773,410 shares sold, net +3,143,114 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 400 holders
| Vanguard Group Inc. | 0.01% | Add +0.1% | 20,278,377 | $761.3M |
| BlackRock, Inc. | 0.01% | Reduce -0.5% | 18,098,496 | $679.4M |
| Wellington Management Group LLP | 0.09% | Reduce -4.4% | 13,472,725 | $505.8M |
| Dimensional Fund Advisors LP | 0.08% | Add +0.8% | 9,836,967 | $369.3M |
| State Street Corp. | 0.01% | Add +10.1% | 9,387,354 | $354.7M |
| FMR LLC | 0.02% | Reduce -51.1% | 8,062,880 | $302.7M |
| North Reef Capital Management LP | 12.39% | New | 7,055,000 | $264.8M |
| T. Rowe Price Investment Management, Inc. | 0.12% | Reduce -4.4% | 5,073,793 | $190.5M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.9% | 4,620,061 | $173.5M |
| Silvercrest Asset Management Group LLC | 0.99% | Reduce -9.6% | 3,973,901 | $149.2M |
| Fuller & Thaler Asset Management, Inc. | 0.46% | Reduce -0.1% | 3,613,733 | $135.7M |
| Vaughan Nelson Investment Management, L.P. | 1.00% | Add +1.2% | 2,931,570 | $110.1M |
| Northern Trust Corp. | 0.01% | Add +3.0% | 2,633,173 | $98.8M |
| First Trust Advisors LP | 0.07% | Add +1.4% | 2,623,767 | $98.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -24.9% | 2,565,214 | $96.3M |
| William Blair Investment Management, LLC | 0.25% | Add +196.8% | 2,544,499 | $95.5M |
| Channing Capital Management, LLC | 2.31% | Reduce -1.3% | 2,336,873 | $87.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.7% | 2,166,500 | $81.3M |
| Macquarie Group Ltd. | 0.09% | Add +0.7% | 1,994,988 | $74.9M |
| Bank of New York Mellon Corp | 0.01% | Add +0.3% | 1,819,440 | $68.3M |
| Fisher Asset Management | 0.02% | Reduce -5.6% | 1,402,956 | $52.7M |
| Segall Bryant & Hamill, LLC | 0.68% | Reduce -0.9% | 1,350,261 | $50.7M |
| Morgan Stanley | 0.00% | Reduce -13.0% | 1,241,872 | $46.6M |
| Cadence Bank | 2.77% | Add +82.7% | 1,216,846 | $45.7M |
| Bank of America Corp. | 0.00% | Add +47.8% | 1,139,186 | $42.8M |
| UBS Group AG | 0.01% | Add +165.7% | 1,082,330 | $40.6M |
| AQR Capital Management | 0.02% | Reduce -3.5% | 977,124 | $36.7M |
| Nuveen, LLC | 0.01% | Add +39.7% | 793,353 | $29.8M |
| Bessemer Group Inc. | 0.04% | Add +15.6% | 745,005 | $28.0M |
| Boston Partners | 0.03% | Reduce -0.0% | 696,796 | $26.4M |
| Point72 Asset Management | 0.06% | Add +217.6% | 701,334 | $26.3M |
| Deutsche Bank AG | 0.01% | Add +117.9% | 700,911 | $26.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -20.3% | 682,861 | $25.6M |
| NFJ Investment Group, LLC | 0.82% | Add +479.3% | 631,951 | $23.7M |
| Millennium Management | 0.02% | Add +653.2% | 623,151 | $23.4M |
| Rhumbline Advisers | 0.02% | Reduce -1.1% | 620,986 | $23.3M |
| New York State Common Retirement Fund | 0.03% | Add +0.5% | 613,559 | $23.0M |
| Invesco Ltd. | 0.00% | Add +0.0% | 612,746 | $23.0M |
| Principal Financial Group Inc. | 0.01% | Add +3.7% | 612,541 | $23.0M |
| Citadel Advisors | 0.02% | Add +1518.3% | 599,575 | $22.5M |
| Natixis Advisors, LLC | 0.03% | Add +4.7% | 562,921 | $21.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.3% | 461,280 | $17.3M |
| Raymond James Financial Inc. | 0.01% | Add +4.4% | 461,096 | $17.3M |
| Barclays PLC | 0.01% | Reduce -1.6% | 455,427 | $17.1M |
| Bridgewater Associates | 0.06% | New | 429,634 | $16.1M |
| Loomis Sayles & Co. L P | 0.02% | Add +4.1% | 418,483 | $15.7M |
| Ameriprise Financial Inc. | 0.00% | Add +16.2% | 408,335 | $15.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -39.5% | 408,777 | $15.3M |
| State of Wisconsin Investment Board | 0.04% | Add +0.0% | 406,826 | $15.3M |
| Nicholas Hoffman & Company, LLC. | 0.37% | Reduce -1.1% | 406,743 | $15.3M |
| Freestone Grove Partners LP | 0.11% | New | 379,213 | $14.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.1% | 379,011 | $14.2M |
| Ranger Investment Management, L.P. | 0.94% | Reduce -3.2% | 360,060 | $13.5M |
| Swiss National Bank | 0.01% | Add +1.5% | 354,353 | $13.3M |
| California Public Employees Retirement System | 0.01% | Add +6.8% | 354,091 | $13.3M |
| Emerald Advisers, LLC | 0.41% | Add +118.9% | 342,322 | $12.9M |
| Legal & General Group Plc | 0.00% | Reduce -2.0% | 295,898 | $11.1M |
| Moody Aldrich Partners LLC | 2.08% | Add +4.8% | 291,393 | $10.9M |
| Rafferty Asset Management, LLC | 0.04% | Add +44.9% | 289,030 | $10.9M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +1.6% | 280,576 | $10.5M |
| New York State Teachers Retirement System | 0.02% | Add +6.4% | 266,322 | $10.0M |
| FIL Ltd | 0.01% | Add +281.0% | 256,290 | $9.6M |
| Mackenzie Financial Corp. | 0.01% | Reduce -63.0% | 248,877 | $9.3M |
| Kennedy Capital Management LLC | 0.20% | New | 235,318 | $8.8M |
| Balyasny Asset Management L.P. | 0.02% | Add +839.6% | 232,340 | $8.7M |
| Man Group plc | 0.02% | Add +31.4% | 226,743 | $8.5M |
| Retirement Systems of Alabama | 0.03% | Reduce -1.1% | 225,257 | $8.5M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -35.6% | 222,373 | $8.3M |
| Emerald Mutual Fund Advisers Trust | 0.41% | Add +125.7% | 209,194 | $7.9M |
| Russell Investments Group, Ltd. | 0.01% | Add +12.1% | 208,931 | $7.8M |
| Hardy Reed LLC | 0.57% | No change | 205,642 | $7.7M |
| ProShare Advisors LLC | 0.02% | Reduce -14.3% | 204,485 | $7.7M |
| Verition Fund Management LLC | 0.05% | Reduce -16.4% | 202,784 | $7.6M |
| MetLife Investment Management, LLC | 0.04% | Reduce -0.5% | 201,262 | $7.6M |
| Citigroup Inc. | 0.01% | Reduce -9.3% | 196,140 | $7.4M |
| Voya Investment Management LLC | 0.01% | Reduce -6.5% | 190,613 | $7.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -2.0% | 186,436 | $7.0M |
| California State Teachers Retirement System | 0.01% | Add +2.4% | 172,501 | $6.5M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.6% | 172,439 | $6.5M |
| Great Lakes Advisors, LLC | 0.05% | Reduce -5.6% | 171,420 | $6.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +9.5% | 167,643 | $6.3M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Reduce -8.3% | 157,278 | $5.9M |
| LPL Financial LLC | 0.00% | Add +2.8% | 155,781 | $5.8M |
| FCG Investment Co | 2.68% | No change | 152,525 | $5.7M |
| Vest Financial, LLC | 0.07% | Add +18.5% | 151,854 | $5.7M |
| Hudson Bay Capital Management LP | 0.04% | New | 151,796 | $5.7M |
| Wells Fargo & Company | 0.00% | Add +24.3% | 150,470 | $5.6M |
| Homestead Advisers Corp | 0.13% | No change | 147,150 | $5.5M |
| GAMCO Investors | 0.05% | Reduce -5.1% | 141,000 | $5.3M |
| CIBC Private Wealth Group LLC | 0.01% | Add +3.3% | 137,643 | $5.2M |
| Prudential PLC | 0.04% | Add +11.7% | 135,756 | $5.1M |
| American Century Companies Inc. | 0.00% | Add +3.2% | 126,195 | $4.7M |
| King Luther Capital Management Corp. | 0.02% | No change | 126,150 | $4.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -12.0% | 125,464 | $4.7M |
| Gabelli Funds LLC | 0.03% | No change | 118,405 | $4.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +59.7% | 117,552 | $4.4M |
| HSBC Holdings PLC | 0.00% | Reduce -54.8% | 115,727 | $4.3M |
| Royal Bank of Canada | 0.00% | Add +152.3% | 114,203 | $4.3M |
| Federated Hermes, Inc. | 0.01% | Add +41.4% | 110,808 | $4.2M |
| Intech Investment Management LLC | 0.04% | Reduce -1.5% | 108,479 | $4.1M |
"% of holder's portfolio" is CADE's weight in each manager's 13F, not the share of Cadence Bank the manager owns.