Cadence Bank - Common Stock (CADE) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2020 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
CADE
Shares outstanding
181,581,382
Price per share
$43.15
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
158,622,751
Total reported value
$6,798,584,106
% of total 13F portfolios
0.01%
Share change
-6,085,890
Value change
-$181,318,088
Number of holders
410
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Cadence Bank - Common Stock (CADE) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
STATE STREET CORP 4.8% -6% $399,289,068 -$24,737,712 8,839,696 -5.8% STATE STREET CORPORATION 31 Dec 2025
FMR LLC 4.4% $302,680,507 8,062,880 FMR LLC 30 Sep 2025
VANGUARD GROUP INC 4.1% $321,698,369 7,509,299 The Vanguard Group 30 Jan 2026
WELLINGTON MANAGEMENT GROUP LLP 3.4% $278,869,055 6,173,767 Wellington Management Group LLP 31 Dec 2025

As of 31 Dec 2025, 410 institutional investors reported holding 158,622,751 shares of Cadence Bank - Common Stock (CADE). This represents 87% of the company’s total 181,581,382 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Cadence Bank - Common Stock (CADE) together control 66% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 11% 20,026,547 -1.2% 0.01% $857,937,274
BlackRock, Inc. 9.9% 17,969,408 -0.71% 0.01% $769,809,432
DIMENSIONAL FUND ADVISORS LP 5.4% 9,847,224 +0.1% 0.09% $421,859,534
STATE STREET CORP 4.9% 8,839,696 -5.8% 0.01% $381,217,775
Pentwater Capital Management LP 3.4% 6,230,000 1.9% $266,893,200
WELLINGTON MANAGEMENT GROUP LLP 3.4% 6,173,767 -54% 0.05% $264,484,179
FMR LLC 2.7% 4,927,404 -39% 0.01% $211,089,977
GEODE CAPITAL MANAGEMENT, LLC 2.5% 4,626,569 +0.14% 0.01% $198,232,126
GOLDMAN SACHS GROUP INC 2.1% 3,891,385 +52% 0.02% $166,706,934
Balyasny Asset Management L.P. 2% 3,675,033 +1482% 0.29% $157,438,414
WHITEBOX ADVISORS LLC 1.7% 3,000,001 2.2% $128,520,043
FULLER & THALER ASSET MANAGEMENT, INC. 1.5% 2,664,785 -26% 0.39% $114,159,394
ALLIANCEBERNSTEIN L.P. 1.4% 2,534,892 +569% 0.03% $108,594,773
NORTHERN TRUST CORP 1.4% 2,471,074 -6.2% 0.01% $105,860,812
NORGES BANK 1.3% 2,310,054 0.01% $98,962,713
AQR Arbitrage LLC 1.2% 2,179,665 2% $93,376,849
FIRST TRUST ADVISORS LP 1.2% 2,171,915 -17% 0.07% $93,044,838
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1.2% 2,137,482 -16% 0.26% $91,569,729
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.2% 2,125,473 -1.9% 0.01% $91,055,263
First Trust Capital Management L.P. 1.2% 2,112,573 5.5% $90,502,627
Glazer Capital, LLC 1.1% 1,959,734 2.2% $83,955,000
SILVERCREST ASSET MANAGEMENT GROUP LLC 1.1% 1,944,531 -51% 0.57% $83,303,903
Bank of New York Mellon Corp 1% 1,871,774 +2.9% 0.01% $80,186,817
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.98% 1,787,925 0% 0.12% $76,595,000
TORONTO DOMINION BANK 0.93% 1,688,900 0.13% $72,352,476

Institutional Holders of Cadence Bank - Common Stock (CADE) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 158,622,751 $6,798,584,106 -$181,318,088 $42.84 410
2025 Q3 163,117,354 $6,126,022,179 +$54,222,263 $37.54 397
2025 Q2 162,287,461 $5,193,965,912 +$236,632,235 $31.98 361
2025 Q1 155,139,400 $4,712,086,531 -$20,405,134 $30.36 352
2024 Q4 155,604,301 $5,363,289,240 +$95,078,678 $34.45 335
2024 Q3 152,514,998 $4,860,118,709 -$4,501,432 $31.85 324
2024 Q2 152,633,604 $4,318,825,959 -$9,247,575 $28.28 292
2024 Q1 152,516,044 $4,425,240,772 -$50,563,761 $29.00 278
2023 Q4 154,486,031 $4,573,780,817 +$169,519,666 $29.59 284
2023 Q3 148,635,838 $3,156,254,255 +$13,049,998 $21.22 255
2023 Q2 148,135,976 $2,912,001,461 +$103,459,940 $19.64 264
2023 Q1 142,624,250 $2,963,204,004 +$87,930,649 $20.76 284
2022 Q4 138,834,761 $3,425,920,150 +$25,406,591 $24.66 305
2022 Q3 138,009,802 $3,509,523,623 -$97,103,068 $25.41 307
2022 Q2 137,719,771 $3,235,809,942 +$58,586,013 $23.48 306
2022 Q1 135,833,101 $3,977,685,824 -$28,892,778 $29.26 299
2021 Q4 136,537,206 $4,068,423,506 +$3,838,128,033 $29.79 304
2021 Q3 7,035,217 $157,496,205 +$157,258,205 $29.78 11
2021 Q2 8,000 $226,000 $28.25 1
2021 Q1 8,000 $259,000 -$129,500 $32.38 1
2020 Q4 12,000 $329,000 $27.42 1