Cathay General BancorpCATY
13F holders, Q2 2025 (June 30)272holders +13
38new positions
27sold out
5famous investors
$45.56avg. 13F price*
At the end of Q2 2025, 272 institutions reported holding Cathay General Bancorp (CATY) in their 13F filings, up 13 from Q1 2025. 38 opened new positions and 27 sold out. The largest holders were BlackRock, Inc. ($462.9M), Vanguard Group Inc. ($355.1M) and Dimensional Fund Advisors LP ($186.0M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Cathay General Bancorp
- CUSIP
- 149150104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $33.0M |
| Exits | 27 | $26.0M |
All 13F filers, Q1 2025 → Q2 2025: 2,133,088 shares bought and 2,622,618 shares sold, net −489,530 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 272 holders
| BlackRock, Inc. | 0.01% | Reduce -2.4% | 10,166,062 | $462.9M |
| Vanguard Group Inc. | 0.01% | Reduce -1.6% | 7,800,039 | $355.1M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -1.4% | 4,086,243 | $186.0M |
| State Street Corp. | 0.01% | Reduce -5.2% | 3,509,358 | $159.8M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -0.5% | 2,955,021 | $134.5M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.2% | 1,737,828 | $79.1M |
| Invesco Ltd. | 0.01% | Reduce -3.3% | 1,526,098 | $69.5M |
| American Century Companies Inc. | 0.03% | Reduce -3.8% | 1,309,524 | $59.6M |
| T. Rowe Price Investment Management, Inc. | 0.04% | Add +0.9% | 1,269,399 | $57.8M |
| Massachusetts Financial Services Co. | 0.02% | Reduce -4.1% | 1,045,709 | $47.6M |
| Northern Trust Corp. | 0.01% | Reduce -5.8% | 871,579 | $39.7M |
| Norges Bank | 0.00% | No change | 798,330 | $36.3M |
| Wellington Management Group LLP | 0.01% | Add +26.9% | 762,686 | $34.7M |
| LSV Asset Management | 0.08% | Reduce -3.5% | 709,503 | $32.3M |
| Boston Trust Walden Corp | 0.21% | Reduce -2.2% | 651,441 | $29.7M |
| Morgan Stanley | 0.00% | Reduce -7.0% | 649,681 | $29.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.5% | 641,458 | $29.2M |
| GW&K Investment Management, LLC | 0.26% | Reduce -7.8% | 629,764 | $28.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.4% | 563,979 | $25.7M |
| First Trust Advisors LP | 0.02% | Reduce -50.6% | 510,686 | $23.3M |
| Nuveen, LLC | 0.01% | Reduce -18.7% | 437,949 | $19.9M |
| Glenmede Investment Management, LP | 0.09% | — | 406,721 | $18.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.9% | 347,577 | $15.8M |
| UBS Group AG | 0.00% | Add +392.2% | 318,263 | $14.5M |
| Bank of America Corp. | 0.00% | Add +4.6% | 309,063 | $14.1M |
| Public Sector Pension Investment Board | 0.05% | Add +8.0% | 280,428 | $12.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +21.1% | 221,684 | $10.1M |
| Rhumbline Advisers | 0.01% | Add +0.0% | 217,963 | $9.9M |
| Edgestream Partners, L.P. | 0.26% | Add +325.6% | 202,577 | $9.2M |
| Legal & General Group Plc | 0.00% | Reduce -0.9% | 186,668 | $8.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.0% | 182,996 | $8.3M |
| Citadel Advisors | 0.01% | Add +288.3% | 181,804 | $8.3M |
| Nordea Investment Management AB | 0.01% | Add +14.8% | 174,987 | $8.0M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | Add +18.5% | 166,699 | $7.6M |
| Brandywine Global Investment Management, LLC | 0.05% | Reduce -3.8% | 159,447 | $7.3M |
| CSM Advisors, LLC | 0.21% | New | 155,429 | $7.1M |
| Barclays PLC | 0.00% | Add +43.4% | 153,038 | $7.0M |
| Denali Advisors LLC | 0.70% | Add +0.4% | 148,246 | $6.7M |
| Jane Street Group, LLC | 0.01% | Add +71.8% | 146,749 | $6.7M |
| Pure Portfolios Holdings LLC | 2.22% | No change | 143,967 | $6.6M |
| Susquehanna International Group, LLP | 0.01% | Add +8.2% | 131,392 | $6.0M |
| Swiss National Bank | 0.00% | Reduce -3.1% | 127,000 | $5.8M |
| New York State Teachers Retirement System | 0.01% | Reduce -1.1% | 119,553 | $5.4M |
| Citigroup Inc. | 0.00% | Reduce -20.5% | 108,457 | $4.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -44.2% | 107,733 | $4.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -3.2% | 94,426 | $4.3M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -7.1% | 90,145 | $4.1M |
| Millennium Management | 0.00% | Reduce -34.2% | 88,512 | $4.0M |
| HRT Financial LP | 0.02% | New | 87,573 | $4.0M |
| Alliancebernstein L.P. | 0.00% | No change | 87,295 | $4.0M |
| Algert Global LLC | 0.08% | Add +10.9% | 85,606 | $3.9M |
| Franklin Resources Inc. | 0.00% | Reduce -1.5% | 83,995 | $3.8M |
| Prudential Financial Inc. | 0.00% | Add +4.2% | 72,526 | $3.7M |
| Victory Capital Management Inc. | 0.00% | Add +30.8% | 80,398 | $3.7M |
| Two Sigma Investments, LP | 0.01% | Add +60.2% | 76,182 | $3.5M |
| Voya Investment Management LLC | 0.00% | Reduce -2.1% | 74,488 | $3.4M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 69,737 | $3.2M |
| Wedge Capital Management L L P | 0.05% | Add +21.6% | 66,931 | $3.0M |
| Dean Investment Associates, LLC | 0.43% | Add +9.1% | 64,307 | $2.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +10.0% | 63,797 | $2.9M |
| New York State Common Retirement Fund | 0.00% | No change | 63,487 | $2.9M |
| California State Teachers Retirement System | 0.00% | Add +0.1% | 63,313 | $2.9M |
| Iron Gate Global Advisors LLC | 0.32% | Add +100.0% | 62,251 | $2.8M |
| AQR Capital Management | 0.00% | Add +53.1% | 61,944 | $2.8M |
| Bridgeway Capital Management, LLC | 0.07% | No change | 60,500 | $2.8M |
| Renaissance Technologies | 0.00% | Reduce -10.1% | 59,771 | $2.7M |
| Rafferty Asset Management, LLC | 0.01% | Add +6.8% | 58,407 | $2.7M |
| Royce & Associates LP | 0.03% | Add +16.6% | 58,094 | $2.6M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -6.5% | 57,613 | $2.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +142.3% | 57,628 | $2.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +13.2% | 56,090 | $2.6M |
| XTX Topco Ltd | 0.10% | New | 55,248 | $2.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -1.4% | 53,853 | $2.5M |
| Kondo Wealth Advisors, Inc. | 1.06% | Reduce -2.8% | 51,032 | $2.4M |
| NorthCrest Asset Manangement, LLC | 0.06% | Reduce -10.1% | 49,705 | $2.4M |
| Weiss Asset Management LP | 0.04% | New | 52,031 | $2.4M |
| Dean Capital Management | 0.97% | Add +24.8% | 51,781 | $2.4M |
| Dana Investment Advisors, Inc. | 0.08% | Add +14.3% | 50,627 | $2.3M |
| Deutsche Bank AG | 0.00% | Reduce -46.3% | 47,003 | $2.1M |
| Trexquant Investment LP | 0.02% | New | 46,526 | $2.1M |
| Wells Fargo & Company | 0.00% | Add +5.2% | 45,682 | $2.1M |
| FMR LLC | 0.00% | Add +3.0% | 43,395 | $2.0M |
| Willner & Heller, LLC | 1.66% | Reduce -1.1% | 43,173 | $2.0M |
| State of Tennessee, Department of Treasury | 0.01% | Add +161.1% | 41,863 | $1.9M |
| D. E. Shaw & Co. | 0.00% | Add +460.4% | 41,746 | $1.9M |
| State of Alaska, Department of Revenue | 0.02% | Add +5.8% | 41,740 | $1.9M |
| Moody Aldrich Partners LLC | 0.37% | No change | 41,585 | $1.9M |
| MetLife Investment Management, LLC | 0.01% | Add +2.1% | 40,191 | $1.8M |
| Comerica Bank | 0.01% | Add +6.7% | 39,101 | $1.8M |
| Intech Investment Management LLC | 0.02% | Reduce -19.4% | 38,023 | $1.7M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Reduce -12.8% | 37,637 | $1.7M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -3.7% | 37,049 | $1.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -8.5% | 36,946 | $1.7M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -6.9% | 36,703 | $1.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -6.5% | 35,298 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Add +34.0% | 34,654 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Add +152.1% | 33,335 | $1.5M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -2.1% | 32,800 | $1.5M |
| Legato Capital Management LLC | 0.18% | Add +24.1% | 32,422 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.5% | 32,315 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +1.0% | 32,156 | $1.5M |
| ORG Partners LLC | 0.32% | Add +1.7% | 30,815 | $1.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Add +13.9% | 31,248 | $1.4M |
| Assenagon Asset Management S.A. | 0.00% | Add +164.2% | 31,228 | $1.4M |
| Capital Fund Management S.A. | 0.02% | New | 29,970 | $1.4M |
| Citizens Business Bank | 0.26% | No change | 14,520 | $1.3M |
| Bank of Montreal | 0.00% | Add +117.8% | 27,821 | $1.3M |
| Yousif Capital Management, LLC | 0.01% | Add +0.1% | 26,282 | $1.2M |
| Janus Henderson Group PLC | 0.00% | Reduce -19.3% | 25,892 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +0.3% | 24,305 | $1.1M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -11.7% | 23,325 | $1.1M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -7.4% | 23,260 | $1.1M |
| Vest Financial, LLC | 0.01% | Reduce -41.1% | 22,819 | $1.0M |
| Brevan Howard Capital Management LP | 0.01% | New | 22,623 | $1.0M |
| Pathstone Holdings, LLC | 0.00% | Reduce -9.3% | 22,062 | $1.0M |
| AlphaQuest LLC | 0.10% | New | 21,427 | $976K |
| SummerHaven Investment Management, LLC | 0.63% | Add +1.7% | 21,105 | $961K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 21,023 | $957K |
| Access Investment Management LLC | 0.27% | — | 20,890 | $951K |
| BNP Paribas Financial Markets | 0.00% | Add +171.3% | 20,651 | $940K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -0.8% | 20,604 | $938K |
| Natixis Advisors, LLC | 0.00% | Add +55.0% | 20,315 | $925K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 20,047 | $913K |
| Amalgamated Bank | 0.01% | Reduce -1.3% | 19,886 | $905K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 19,857 | $904K |
| Sei Investments Co. | 0.00% | Add +61.3% | 19,854 | $904K |
| Arizona State Retirement System | 0.01% | Add +0.1% | 19,396 | $883K |
| Jupiter Asset Management Ltd. | 0.01% | New | 18,254 | $831K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +5.7% | 18,000 | $820K |
| Squarepoint Ops LLC | 0.00% | Add +120.9% | 16,670 | $759K |
| Quadrant Capital Group LLC | 0.03% | Reduce -1.5% | 16,434 | $748K |
| Macquarie Group Ltd. | 0.00% | Reduce -45.7% | 16,300 | $742K |
| Unison Advisors LLC | 0.08% | Add +0.9% | 16,145 | $735K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -1.2% | 16,100 | $733K |
| Handelsbanken Fonder AB | 0.00% | No change | 16,088 | $732K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +4.4% | 15,472 | $704K |
| ProShare Advisors LLC | 0.00% | Reduce -5.9% | 15,095 | $687K |
| Choreo, LLC | 0.01% | Add +2.8% | 15,011 | $683K |
| Meeder Asset Management Inc. | 0.04% | Add +1290.3% | 14,723 | $670K |
| Creative Planning | 0.00% | Add +43.5% | 14,649 | $667K |
| Marshall Wace, LLP | 0.00% | New | 14,294 | $651K |
| KLP Kapitalforvaltning As | 0.00% | Add +9.3% | 14,100 | $642K |
| Snowden Capital Advisors LLC | 0.02% | No change | 14,011 | $638K |
| Amundi | 0.00% | Reduce -55.7% | 13,389 | $631K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -3.6% | 13,854 | $631K |
| Royal Bank of Canada | 0.00% | Reduce -6.8% | 13,757 | $627K |
| Horizon Investments, LLC | 0.01% | Add +194328.6% | 13,610 | $620K |
| Sterling Capital Management LLC | 0.01% | Add +5.1% | 13,453 | $613K |
| Readystate Asset Management LP | 0.05% | New | 13,322 | $607K |
| Two Sigma Advisers, LP | 0.00% | Add +22.6% | 12,500 | $569K |
| SG Americas Securities, LLC | 0.00% | Add +205.6% | 12,063 | $549K |
| Qube Research & Technologies Ltd | 0.00% | New | 12,046 | $548K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +332.8% | 11,114 | $506K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.1% | 10,420 | $500K |
| NewEdge Wealth, LLC | 0.01% | Add +9.3% | 11,081 | $496K |
| Teacher Retirement System of Texas | 0.00% | Add +8.6% | 10,748 | $489K |
| Los Angeles Capital Management LLC | 0.00% | New | 10,643 | $485K |
| IFG Advisory, LLC | 0.02% | No change | 10,189 | $464K |
| Aquatic Capital Management LLC | 0.01% | New | 10,183 | $464K |
| Pictet Asset Management Holding SA | 0.00% | Add +1.7% | 9,457 | $431K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -13.1% | 9,006 | $410K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -3.5% | 8,798 | $401K |
| Commerce Bank | 0.00% | Reduce -1.1% | 8,636 | $393K |
| Cerity Partners LLC | 0.00% | New | 8,567 | $390K |
| Jackson Creek Investment Advisors LLC | 0.10% | New | 8,547 | $389K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.6% | 8,441 | $384K |
| Cibc World Markets Corp. | 0.00% | Reduce -44.9% | 8,306 | $378K |
| Gsa Capital Partners LLP | 0.03% | Reduce -16.2% | 8,085 | $368K |
| Headlands Technologies LLC | 0.04% | Reduce -58.7% | 7,796 | $355K |
| Jain Global LLC | 0.01% | New | 7,794 | $355K |
| Man Group plc | 0.00% | New | 7,623 | $347K |
| Quantinno Capital Management LP | 0.00% | New | 7,530 | $343K |
| Balyasny Asset Management L.P. | 0.00% | New | 7,367 | $335K |
| Caxton Associates LLP | 0.01% | No change | 7,342 | $334K |
| Two Sigma Securities, LLC | 0.04% | Reduce -36.3% | 7,266 | $331K |
| Mariner, LLC | 0.00% | Add +4.9% | 6,922 | $315K |
| Raymond James Financial Inc. | 0.00% | Reduce -11.1% | 6,889 | $314K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.1% | 6,832 | $311K |
| HSBC Holdings PLC | 0.00% | Reduce -56.9% | 6,556 | $301K |
| Neuberger Berman Group LLC | 0.00% | Add +0.9% | 6,368 | $290K |
| Mission Wealth Management, LP | 0.01% | New | 6,286 | $286K |
| State of Wisconsin Investment Board | 0.00% | Reduce -12.4% | 6,182 | $281K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -0.2% | 6,060 | $276K |
| Fiduciary Trust Co | 0.00% | Add +1.2% | 5,827 | $265K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.5% | 5,800 | $264K |
| LPL Financial LLC | 0.00% | New | 5,777 | $263K |
| Profund Advisors LLC | 0.01% | Reduce -4.4% | 5,724 | $261K |
| Guggenheim Capital LLC | 0.00% | Add +12.3% | 5,550 | $253K |
| DRW Securities, LLC | 0.02% | New | 5,335 | $243K |
| Polymer Capital Management (US) LLC | 0.04% | New | 5,264 | $240K |
| Xponance LLC | 0.00% | Add +1.4% | 5,241 | $239K |
| Vestcor Inc | 0.01% | No change | 4,984 | $227K |
| Atria Investments, Inc | 0.00% | Add +4.9% | 4,965 | $226K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -6.8% | 4,841 | $220K |
| Aigen Investment Management, LP | 0.03% | New | 4,618 | $210K |
| CIBC Asset Management Inc | 0.00% | New | 4,591 | $209K |
| Mackenzie Financial Corp. | 0.00% | New | 4,459 | $203K |
| STRS Ohio | 0.00% | Add +53.9% | 4,000 | $182K |
| US Bancorp \de | 0.00% | Add +0.3% | 3,175 | $145K |
| Erste Asset Management GmbH | 0.00% | Add +0.0% | 3,000 | $137K |
| EMC Capital Management | 0.07% | Reduce -71.9% | 2,965 | $135K |
| Parallel Advisors, LLC | 0.00% | Reduce -7.3% | 2,863 | $130K |
| Cwm, LLC | 0.00% | Add +16.1% | 2,769 | $126K |
| GAMMA Investing LLC | 0.01% | Add +19.8% | 2,423 | $110K |
| KBC Group NV | 0.00% | Reduce -25.2% | 2,191 | $100K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -19.8% | 1,968 | $90K |
| Shell Asset Management Co. | 0.00% | Reduce -8.2% | 1,953 | $89K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 1,965 | $89K |
| NewEdge Advisors, LLC | 0.00% | Add +319.7% | 1,704 | $78K |
| Covestor Ltd | 0.04% | Add +9.7% | 1,445 | $66K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1,268 | $58K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -8.4% | 1,236 | $56K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 1,161 | $53K |
| Palouse Capital Management, Inc. | 0.03% | Reduce -45.0% | 1,100 | $50K |
| Signaturefd, LLC | 0.00% | No change | 1,050 | $48K |
| Assetmark, Inc. | 0.00% | Add +7.0% | 1,044 | $48K |
| Danske Bank A/S | 0.00% | New | 1,000 | $46K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 850 | $39K |
| Fifth Third Bancorp | 0.00% | Reduce -3.5% | 779 | $35K |
| Hantz Financial Services, Inc. | 0.00% | Add +5438.5% | 720 | $33K |
| Brooklyn Investment Group | 0.00% | Add +132.3% | 720 | $33K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 577 | $26K |
| Allworth Financial LP | 0.00% | Add +1.7% | 541 | $25K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +976.6% | 506 | $23K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +7.2% | 434 | $20K |
| Bessemer Group Inc. | 0.00% | Add +20.6% | 387 | $18K |
| Versant Capital Management, Inc | 0.00% | Add +111.9% | 375 | $17K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 366 | $17K |
| Summit Securities Group LLC | 0.01% | New | 352 | $16K |
| UMB Bank, n.a. | 0.00% | Add +12.4% | 336 | $15K |
| First Horizon Advisors, Inc. | 0.00% | No change | 276 | $13K |
| Smithfield Trust Co | 0.00% | No change | 280 | $12K |
| Medallion Wealth Advisors, LLC | 0.00% | New | 250 | $12K |
| Arax Advisory Partners | 0.00% | Add +105.3% | 78 | $11K |
| Investment Management Corp. /Va/ | 0.01% | Add +0.8% | 239 | $11K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 197 | $9K |
| Westside Investment Management, Inc. | 0.00% | New | 172 | $8K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 175 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 172 | $8K |
| Rothschild Investment LLC | 0.00% | Add +23.1% | 160 | $7K |
| Bell Investment Advisors, Inc | 0.00% | No change | 151 | $7K |
| Bare Financial Services, Inc | 0.00% | Add +215.9% | 139 | $6K |
| Optiver Holding B.V. | 0.00% | Reduce -24.8% | 115 | $5K |
| Manchester Capital Management LLC | 0.00% | No change | 105 | $5K |
| Hemington Wealth Management | 0.00% | Add +10.6% | 94 | $4K |
| Geneos Wealth Management Inc. | 0.00% | Add +42.9% | 80 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 78 | $4K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -51.0% | 71 | $3K |
| Huntington National Bank | 0.00% | No change | 57 | $3K |
| High Note Wealth, LLC | 0.00% | Reduce -5.7% | 50 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -51.2% | 41 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 33 | $2K |
| Rialto Wealth Management, LLC | 0.00% | New | 29 | $1K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 25 | $1K |
| Fortitude Family Office, LLC | 0.00% | New | 24 | $1K |
| Essential Partners LLC | 0.00% | — | 17 | $774 |
| Spire Wealth Management | 0.00% | Reduce -61.4% | 17 | $774 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +23.1% | 16 | $729 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -77.4% | 14 | $638 |
| Kestra Investment Management, LLC | 0.00% | No change | 13 | $592 |
| Larson Financial Group LLC | 0.00% | No change | 11 | $501 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 9 | $410 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -52.9% | 8 | $365 |
| HFM Investment Advisors, LLC | 0.00% | Add +50.0% | 6 | $273 |
| Jones Financial Companies LLLP | 0.00% | Reduce -94.6% | 5 | $228 |
| MAI Capital Management | 0.00% | No change | 4 | $183 |
| LGT Financial Advisors LLC | 0.00% | New | 4 | $182 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 3 | $137 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 3 | $136 |
| Global Retirement Partners, LLC | 0.00% | — | 1 | $46 |
| Stephens Consulting, LLC | 0.00% | Reduce -95.0% | 1 | $46 |
| True Wealth Design, LLC | 0.00% | No change | 1 | $46 |
"% of holder's portfolio" is CATY's weight in each manager's 13F, not the share of Cathay General Bancorp the manager owns.