CADE — CADENCE BANK
CADE (CADENCE BANK) is tracked on HoldingsHub across five years of quarterly 13F filings. 45 funds have reported positions historically, with the sum of their latest reported stakes valued at $3.50B. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 20.03M | $857.94M | 0.01% | Reduce |
| BlackRock Inc history | Q4 2025 | 17.97M | $769.81M | 0.01% | Reduce |
| Wellington Management Group history | Q4 2025 | 6.17M | $264.48M | 0.05% | Reduce |
| Fidelity Management & Research (FMR) history | Q4 2025 | 4.93M | $211.09M | 0.01% | Reduce |
| Geode Capital Management history | Q4 2025 | 4.63M | $198.23M | 0.01% | Hold |
| Goldman Sachs Group history | Q4 2025 | 3.89M | $166.71M | 0.02% | Add |
| Balyasny Asset Management history | Q4 2025 | 3.68M | $157.44M | 0.21% | Add |
| Northern Trust Corp history | Q4 2025 | 2.47M | $105.86M | 0.01% | Reduce |
| Norges Bank Investment Management history | Q4 2025 | 2.31M | $98.96M | 0.01% | Add |
| Charles Schwab Investment Management history | Q4 2025 | 2.13M | $91.06M | 0.01% | Reduce |
| BNY Mellon history | Q4 2025 | 1.87M | $80.19M | 0.01% | Add |
| Morgan Stanley history | Q4 2025 | 1.58M | $67.79M | 0.00% | Add |
| Millennium Management history | Q4 2025 | 1.47M | $63.07M | 0.03% | Add |
| Bank of America Corp history | Q4 2025 | 1.18M | $50.70M | 0.00% | Add |
| Principal Global Investors history | Q4 2025 | 701.05K | $30.03M | 0.01% | Add |
| JPMorgan Chase & Co history | Q4 2025 | 653.62K | $28.00M | 0.00% | Reduce |
| Point72 Asset Management history | Q3 2025 | 701.33K | $26.33M | 0.05% | Add |
| Soros Fund Management history | Q4 2025 | 597.35K | $25.59M | 0.33% | New |
| UBS Group AG history | Q4 2025 | 581.33K | $24.90M | 0.00% | Reduce |
| Invesco Ltd history | Q4 2025 | 554.38K | $23.75M | 0.00% | Reduce |
New Positions (latest)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q1 2021 | Q2 2021 | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Vanguard Group | 13.22M | 13.41M | 13.37M | 18.97M | 18.98M | 19.16M | 18.72M | 19.00M | 19.27M | 19.10M | 19.17M | 19.33M | 20.27M | 20.24M | 20.30M | 20.49M | 20.25M | 20.25M | 20.28M | 20.03M |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 17.82M | 17.92M | 17.90M | 18.18M | 18.10M | 17.97M |
| Wellington Management Group | — | — | 350.65K | 10.21M | 7.82M | 7.72M | 9.44M | 10.81M | 7.28M | 6.76M | 7.83M | 8.40M | 8.68M | 12.82M | 12.64M | 12.50M | 13.48M | 14.10M | 13.47M | 6.17M |
| Fidelity Management & Research (FMR) | — | — | 1.13M | 745.64K | 2.21M | 2.34M | 6.79M | 10.44M | 13.89M | 16.42M | 16.21M | 16.38M | 16.36M | 16.23M | 16.42M | 16.42M | 16.41M | 16.50M | 8.06M | 4.93M |
| Geode Capital Management | — | — | 2.01M | 3.29M | 3.28M | 3.25M | 3.23M | 3.35M | 3.49M | 3.67M | 3.82M | 3.99M | 4.11M | 4.32M | 4.36M | 4.34M | 4.55M | 4.66M | 4.62M | 4.63M |
| Goldman Sachs Group | — | — | 2.13M | 2.94M | 3.12M | 2.64M | 2.21M | 1.64M | 1.06M | 1.24M | 1.29M | 1.18M | 1.32M | 1.34M | 2.20M | 2.59M | 2.83M | 3.41M | 2.57M | 3.89M |
| Balyasny Asset Management | — | — | — | — | — | — | 87.86K | — | 996.98K | — | 127.71K | 30.33K | 854.67K | — | — | — | 332.87K | 24.73K | 232.34K | 3.68M |
| Northern Trust Corp | — | — | 1.64M | 3.48M | 3.16M | 2.77M | 2.73M | 2.72M | 2.59M | 2.53M | 2.48M | 2.52M | 2.29M | 2.41M | 2.33M | 2.68M | 2.61M | 2.56M | 2.63M | 2.47M |
| Norges Bank Investment Management | — | — | — | — | — | — | — | 1.90M | — | — | — | 2.04M | — | 1.94M | — | 2.09M | — | 2.23M | — | 2.31M |
| Charles Schwab Investment Management | — | — | 1.05M | 1.76M | 1.74M | 1.72M | 1.79M | 1.79M | 1.85M | 1.92M | 1.94M | 2.02M | 2.09M | 2.14M | 2.24M | 2.25M | 2.26M | 2.18M | 2.17M | 2.13M |
| BNY Mellon | — | — | 1.63M | 2.54M | 2.50M | 2.41M | 2.39M | 2.20M | 2.17M | 2.15M | 2.10M | 2.12M | 2.05M | 2.09M | 1.77M | 1.84M | 1.80M | 1.81M | 1.82M | 1.87M |
| Morgan Stanley | — | — | 796.77K | 442.26K | 394.07K | 1.08M | 1.02M | 1.06M | 954.30K | 2.12M | 1.78M | 1.91M | 1.85M | 1.68M | 1.54M | 1.61M | 1.43M | 1.43M | 1.24M | 1.58M |
| Millennium Management | — | — | 394.08K | 412.91K | 649.12K | 947.42K | 470.65K | — | 1.07M | 424.94K | 1.52M | 1.60M | 1.42M | 550.94K | 111.29K | 1.05M | 196.90K | 82.73K | 623.15K | 1.47M |
| Bank of America Corp | — | — | 401.06K | 754.61K | 639.17K | 485.42K | 494.40K | 445.30K | 646.51K | 731.77K | 692.61K | 778.79K | 764.73K | 756.50K | 869.71K | 442.21K | 567.68K | 770.94K | 1.14M | 1.18M |
| Principal Global Investors | — | — | 867.47K | 672.10K | 639.51K | 714.20K | 729.45K | 770.29K | 774.52K | 739.10K | 760.88K | 784.21K | 826.48K | 768.30K | 423.36K | 420.11K | 425.33K | 590.59K | 612.54K | 701.05K |
| JPMorgan Chase & Co | — | — | 846.54K | 975.33K | 1.10M | 1.03M | 859.73K | 501.97K | 124.21K | 616.89K | 447.94K | 440.60K | 565.07K | 493.85K | 413.12K | 604.10K | 568.62K | 856.26K | 682.86K | 653.62K |
| Soros Fund Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 597.35K |
| UBS Group AG | — | — | 93.60K | 242.21K | 71.61K | 88.47K | 37.97K | 100.07K | 142.32K | 14.90K | 73.75K | 250.43K | 233.27K | 166.55K | 264.21K | 770.74K | 409.15K | 407.29K | 1.08M | 581.33K |
| Invesco Ltd | — | — | 370.92K | 487.63K | 489.96K | 357.97K | 373.52K | 408.43K | 475.83K | 393.82K | 353.68K | 496.56K | 337.38K | 423.46K | 468.20K | 439.05K | 439.31K | 612.73K | 612.75K | 554.38K |
| AQR Capital Management | — | — | 69.64K | 41.09K | 26.55K | 269.38K | 311.00K | 178.45K | 110.88K | 29.62K | 11.35K | 16.50K | 17.37K | 30.25K | 39.17K | 40.20K | 764.78K | 1.01M | 977.12K | 483.76K |