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5%+ stakes · Schedule 13D and 13G

Cadence Bank: 5%+ holders

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Who has reported owning 5% or more of Cadence Bank, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

As of November 6, 2026, Cadence Bank has Schedule 13D or 13G filings on record, none whose latest reports a stake of 5% or more. 6 filings are on record since November 5, 2025 (Schedule 13G/A, April 9, 2026).

Wellington Management Group LLP also filed stake reports on 240 other companies ↓

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Key facts

  • · Holder: Dimensional Fund Advisors LP · Percent: 0% · SCHEDULE 13G/A
  • · Holder: Wellington Management Group LLP · Percent: 3.4% · SCHEDULE 13G/A
  • · Holder: State Street Corporation · Percent: 4.8% · SCHEDULE 13G
  • · Holder: The Vanguard Group · Percent: 4.1% · SCHEDULE 13G/A
  • · Holder: State Street Corporation · Percent: 5.1% · SCHEDULE 13G
At 5% or more0
Filings6
Latest filing2026-04-09

Cadence Bank has 6 Schedule 13D or 13G filings on record since 2025-11-05. No holder's latest filing reports 5% or more. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
State Street Corporation4.8%8,839,696SCHEDULE 13G, 2026-02-092025-12-31
Fmr LLC4.4%8,062,880SCHEDULE 13G/A, 2025-11-052025-09-30
The Vanguard Group4.1%7,509,299SCHEDULE 13G/A, 2026-02-052026-01-30
Wellington Management Group LLP3.4%6,173,767SCHEDULE 13G/A, 2026-02-102025-12-31
Dimensional Fund Advisors LP0%0SCHEDULE 13G/A, 2026-04-092026-03-31

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More on Cadence Bank and the records around it.

Companies that share a holder

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What the Full Report on Cadence Bank covers

  1. The Short Answer

  2. Which Company This Is

  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

  6. Who Pays Them, And Who They Are Up Against

  7. Warning Bells

  8. Sources

    6 cited sources found

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Timeline

FiledHolderPercentFiling
2025-11-05Fmr LLC4.4%SCHEDULE 13G/A
2025-11-10State Street Corporation5.1%SCHEDULE 13G
2026-02-05The Vanguard Group4.1%SCHEDULE 13G/A
2026-02-09State Street Corporation4.8%SCHEDULE 13G
2026-02-10Wellington Management Group LLP3.4%SCHEDULE 13G/A
2026-04-09Dimensional Fund Advisors LP0%SCHEDULE 13G/A

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/cadence-bank
Last updated 2026-11-06
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Who owns 5% or more of Cadence Bank? Stakes filed. MentionFox, 2026-11-06. https://mentionfox.com/stakes/cadence-bank