Cadence BankCADE

13F holders, Q4 2025 (December 31)
419holders +19
70new positions
53sold out
10famous investors
$42.86avg. 13F price*

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

0100200300400500 Q1 2024: 283Q1 2024Q2 2024: 296Q2 2024Q3 2024: 328Q3 2024Q4 2024: 337Q4 2024Q1 2025: 353Q1 2025Q2 2025: 361Q2 2025Q3 2025: 400Q3 2025Q4 2025: 419Q4 2025Q1 2026: 2Q1 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions70$1.1B
Exits53$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.

Show all 419 holders