Cadence BankCADE
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 419 institutions reported holding Cadence Bank (CADE) in their 13F filings, up 19 from Q3 2025. 70 opened new positions and 53 sold out. The largest holders were Vanguard Group Inc. ($857.9M), BlackRock, Inc. ($769.8M) and Dimensional Fund Advisors LP ($421.9M). 10 famous investors held it, including George Soros (0.5% of Soros Fund Management's portfolio), Ray Dalio (0.1% of Bridgewater Associates'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $1.1B |
| Exits | 53 | $571.8M |
All 13F filers, Q3 2025 → Q4 2025: 38,479,591 shares bought and 43,708,945 shares sold, net −5,229,354 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 419 holders
| Vanguard Group Inc. | 0.01% | Reduce -1.2% | 20,026,547 | $857.9M |
| BlackRock, Inc. | 0.01% | Reduce -0.7% | 17,969,408 | $769.8M |
| Dimensional Fund Advisors LP | 0.09% | Add +0.1% | 9,847,224 | $421.9M |
| State Street Corp. | 0.01% | Reduce -5.8% | 8,839,696 | $381.2M |
| Pentwater Capital Management LP | 1.93% | New | 6,230,000 | $266.9M |
| Wellington Management Group LLP | 0.05% | Reduce -54.2% | 6,173,767 | $264.5M |
| FMR LLC | 0.01% | Reduce -38.9% | 4,927,404 | $211.1M |
| Geode Capital Management, LLC | 0.01% | Add +0.1% | 4,626,569 | $198.2M |
| Goldman Sachs Group Inc. | 0.02% | Add +51.7% | 3,891,385 | $166.7M |
| Balyasny Asset Management L.P. | 0.31% | Add +1481.8% | 3,675,033 | $157.4M |
| Whitebox Advisors LLC | 8.01% | New | 3,000,001 | $128.5M |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 3.50% | New | 2,916,809 | $125.0M |
| Fuller & Thaler Asset Management, Inc. | 0.39% | Reduce -26.3% | 2,664,785 | $114.2M |
| Alliancebernstein L.P. | 0.03% | Add +568.8% | 2,534,892 | $108.6M |
| Northern Trust Corp. | 0.01% | Reduce -6.2% | 2,471,074 | $105.9M |
| Norges Bank | 0.01% | — | 2,310,054 | $99.0M |
| AQR Arbitrage LLC | 2.52% | New | 2,179,665 | $93.4M |
| First Trust Advisors LP | 0.07% | Reduce -17.2% | 2,171,915 | $93.0M |
| William Blair Investment Management, LLC | 0.26% | Reduce -16.0% | 2,137,482 | $91.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.9% | 2,125,473 | $91.1M |
| First Trust Capital Management L.P. | 5.48% | New | 2,112,573 | $90.5M |
| Glazer Capital, LLC | 2.48% | New | 1,959,734 | $84.0M |
| Silvercrest Asset Management Group LLC | 0.57% | Reduce -51.1% | 1,944,531 | $83.3M |
| Bank of New York Mellon Corp | 0.01% | Add +2.9% | 1,871,774 | $80.2M |
| Nomura Asset Management International Inc. | 0.12% | — | 1,787,925 | $76.6M |
| Toronto Dominion Bank | 0.13% | New | 1,688,900 | $72.4M |
| Morgan Stanley | 0.00% | Add +27.4% | 1,582,463 | $67.8M |
| Millennium Management | 0.05% | Add +136.3% | 1,472,333 | $63.1M |
| Cadence Bank | 3.20% | Add +4.8% | 1,274,998 | $54.6M |
| Bank of America Corp. | 0.00% | Add +3.9% | 1,183,550 | $50.7M |
| Segall Bryant & Hamill, LLC | 0.59% | Reduce -25.0% | 1,012,339 | $43.4M |
| Polar Asset Management Partners Inc. | 1.08% | Add +10672.6% | 983,756 | $42.1M |
| Neuberger Berman Group LLC | 0.03% | Add +4717.9% | 927,202 | $39.7M |
| Boston Partners | 0.04% | Add +21.4% | 845,976 | $36.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.06% | Add +2292.3% | 813,391 | $34.8M |
| Vaughan Nelson Investment Management, L.P. | 0.33% | Reduce -72.8% | 798,680 | $34.2M |
| Bessemer Group Inc. | 0.05% | Add +0.6% | 749,435 | $32.1M |
| Nuveen, LLC | 0.01% | Reduce -9.4% | 718,940 | $30.8M |
| Principal Financial Group Inc. | 0.02% | Add +14.4% | 701,052 | $30.0M |
| Fisher Asset Management | 0.01% | Reduce -50.7% | 691,155 | $29.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.3% | 653,615 | $28.0M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Reduce -87.4% | 638,531 | $27.4M |
| NFJ Investment Group, LLC | 0.98% | Add +0.4% | 634,326 | $27.2M |
| Soros Fund Management | 0.46% | New | 597,348 | $25.6M |
| UBS Group AG | 0.00% | Reduce -46.3% | 581,326 | $24.9M |
| Sagefield Capital LP | 2.10% | New | 578,203 | $24.8M |
| Rhumbline Advisers | 0.02% | Reduce -7.8% | 572,776 | $24.5M |
| Invesco Ltd. | 0.00% | Reduce -9.5% | 554,385 | $23.7M |
| Allianz Asset Management GmbH | 0.03% | New | 515,169 | $22.1M |
| Picton Mahoney Asset Management | 0.24% | New | 505,100 | $21.6M |
| AQR Capital Management | 0.01% | Reduce -50.5% | 483,757 | $20.7M |
| Barclays PLC | 0.01% | Add +3.5% | 471,326 | $20.2M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -4.3% | 441,493 | $18.9M |
| Bridgewater Associates | 0.07% | Add +1.6% | 436,720 | $18.7M |
| Interval Partners, LP | 0.43% | Add +416.8% | 430,330 | $18.4M |
| Nicholas Hoffman & Company, LLC. | 0.40% | No change | 406,743 | $17.4M |
| Citadel Advisors | 0.01% | Reduce -34.5% | 392,988 | $16.8M |
| Kennedy Capital Management LLC | 0.36% | Add +66.3% | 391,355 | $16.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -6.4% | 382,691 | $16.4M |
| Raymond James Financial Inc. | 0.01% | Reduce -17.0% | 382,671 | $16.4M |
| California Public Employees Retirement System | 0.01% | Add +6.3% | 376,584 | $16.1M |
| Swiss National Bank | 0.01% | Add +1.7% | 360,253 | $15.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.1% | 359,022 | $15.4M |
| Westchester Capital Management, LLC | 0.66% | New | 328,564 | $14.1M |
| Freestone Grove Partners LP | 0.10% | Reduce -18.0% | 311,017 | $13.3M |
| Water Island Capital LLC | 1.68% | New | 297,603 | $12.7M |
| Legal & General Group Plc | 0.00% | Reduce -5.9% | 278,329 | $11.9M |
| Moody Aldrich Partners LLC | 2.22% | Reduce -4.6% | 277,915 | $11.9M |
| New York State Teachers Retirement System | 0.02% | Reduce -1.4% | 262,702 | $11.3M |
| American Century Companies Inc. | 0.01% | Add +105.6% | 259,432 | $11.1M |
| Deutsche Bank AG | 0.00% | Reduce -63.1% | 258,608 | $11.1M |
| Versor Investments LP | 1.70% | Add +942.3% | 254,322 | $10.9M |
| Retirement Systems of Alabama | 0.03% | Reduce -0.8% | 223,554 | $9.6M |
| HSBC Holdings PLC | 0.01% | Add +90.7% | 220,628 | $9.5M |
| Wells Fargo & Company | 0.00% | Add +44.0% | 216,754 | $9.3M |
| Tudor Investment Corporation | 0.05% | New | 214,835 | $9.2M |
| GMO | 0.02% | New | 213,281 | $9.1M |
| Birnam Oak Advisors, LP | 2.07% | New | 210,338 | $9.0M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -7.3% | 206,099 | $8.9M |
| Hardy Reed LLC | 0.63% | Reduce -0.1% | 205,378 | $8.8M |
| Rafferty Asset Management, LLC | 0.03% | Reduce -32.5% | 195,091 | $8.4M |
| ProShare Advisors LLC | 0.01% | Reduce -5.9% | 192,443 | $8.2M |
| MetLife Investment Management, LLC | 0.04% | Reduce -5.2% | 190,755 | $8.2M |
| Verition Fund Management LLC | 0.05% | Reduce -6.3% | 190,079 | $8.1M |
| Citigroup Inc. | 0.01% | Reduce -8.2% | 180,068 | $7.7M |
| Abc Arbitrage SA | 0.70% | New | 174,532 | $7.5M |
| California State Teachers Retirement System | 0.01% | Add +0.7% | 173,710 | $7.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.3% | 173,189 | $7.4M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.1% | 172,211 | $7.4M |
| Great Lakes Advisors, LLC | 0.06% | No change | 171,420 | $7.3M |
| Teachers Retirement System of the State of Kentucky | 0.05% | No change | 157,278 | $6.7M |
| BNP Paribas Financial Markets | 0.00% | Add +155.8% | 156,259 | $6.7M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -45.5% | 152,930 | $6.6M |
| Slotnik Capital, LLC | 1.76% | New | 150,000 | $6.4M |
| LPL Financial LLC | 0.00% | Reduce -6.5% | 145,659 | $6.2M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -32.1% | 141,878 | $6.1M |
| SummitTX Capital, L.P. | 0.18% | New | 139,317 | $6.0M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | New | 138,397 | $5.9M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -0.8% | 136,576 | $5.9M |
| Weiss Asset Management LP | 0.10% | New | 135,082 | $5.8M |
"% of holder's portfolio" is CADE's weight in each manager's 13F, not the share of Cadence Bank the manager owns.