Who owns Cadence Bank, from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).
Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.
Dimensional Fund Advisors LP: 0.0% · 0 shares
Wellington Management Group LLP: 3.4% · 6,173,767 shares — Wellington Group Holdings LLP: 3.4% · 6,173,767 shares — Wellington Investment Advisors Holdings LLP: 3.4% · 6,173,767 shares
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See every investor who has disclosed crossing 5% of Cadence Bank.
Sign up freeEvery institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of Cadence Bank they hold.
| Investor | Position value | Shares | % of their portfolio | % of company | As of |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | $858M | 20,026,547 | 0.01% | — | December 31, 2025 |
| BlackRock, Inc. | $770M | 17,969,408 | 0.01% | — | December 31, 2025 |
480 more institutional holders behind a free account
See every manager reporting Cadence Bank, how much of the company they hold, and how big the position is inside their own portfolio.
Sign up freeFunds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets.
| Fund | Position value | % of net assets | % of company | As of |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | $247M | 0.01% | — | December 31, 2025 |
| iShares Core S&P Mid-Cap ETF | $206M | 0.20% | — | December 31, 2025 |
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