Customers Bancorp, Inc.
CUBI- Exchange
- NYSE
- Industry
- State Commercial Banks
- SEC CIK
- 0001488813
In the last 90 days, Customers Bancorp, Inc. insiders filed 0 open-market purchases and 3 sales; 298 institutions reported holding it in 13F filings for Q2 2026, worth $2.66B in total; no superinvestor holds it.
Other share classesCUBB
13F holders, Q4 2021
Institutional positions in Customers Bancorp, Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 222
- +17 vs. Q3 2021
- Shares held
- 27.8M
- +1.71M (+6.5%) vs. Q3 2021
- Total value
- $1.81B
- +$693.1M (+61.8%) vs. Q3 2021
- New holders
- 39
- 60 more added
- Sold out
- 22
- 97 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CUBI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 298 | $2.66B |
| Q1 2026 | 282 | $2.34B |
| Q4 2025 | 284 | $2.34B |
| Q3 2025 | 265 | $2.02B |
| Q2 2025 | 241 | $1.66B |
| Q1 2025 | 239 | $1.43B |
| Q4 2024 | 239 | $1.35B |
| Q3 2024 | 240 | $1.32B |
| Q2 2024 | 224 | $1.37B |
| Q1 2024 | 242 | $1.45B |
| Q4 2023 | 256 | $1.56B |
| Q3 2023 | 210 | $878.6M |
| Q2 2023 | 190 | $778.4M |
| Q1 2023 | 174 | $481.4M |
| Q4 2022 | 209 | $771.4M |
| Q3 2022 | 206 | $810.4M |
| Q2 2022 | 212 | $943.4M |
| Q1 2022 | 232 | $1.49B |
| Q4 2021 | 222 | $1.81B |
| Q3 2021 | 207 | $1.12B |
| Q2 2021 | 195 | $1.01B |
| Q1 2021 | 173 | $776.6M |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Customers Bancorp, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glassman Wealth Services | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 7 | $458 | 0.00% | +7 | New |
| FMR LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 40 | $2.00K | 0.00% | −12−23.1% | Reduced |
| Signaturefd, LLC | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 99 | $6.00K | 0.00% | +99 | New |
| Sageworth Trust Co of South Dakota | 88 | $6.00K | 0.01% | +88 | New |
| Parkside Financial Bank & Trust | 167 | $11.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 182 | $11.0K | 0.00% | +120+193.5% | Added |
| CWM, LLC | 208 | $14.0K | 0.00% | +208 | New |
| Assetmark, Inc | 282 | $18.0K | 0.00% | −19−6.3% | Reduced |
| EverSource Wealth Advisors, LLC | 276 | $18.0K | 0.01% | +276 | New |
| Quadrant Capital Group LLC | 317 | $21.0K | 0.00% | −6−1.9% | Reduced |
| TCI Wealth Advisors, Inc. | 464 | $30.0K | 0.00% | +89+23.7% | Added |
| Versant Capital Management, Inc | 510 | $33.0K | 0.01% | −17−3.2% | Reduced |
| Point72 Hong Kong Ltd | 515 | $34.0K | 0.00% | +515 | New |
| FinTrust Capital Advisors, LLC | 574 | $38.0K | 0.01% | −154−21.2% | Reduced |
| Koshinski Asset Management, Inc. | 600 | $39.2K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 635 | $42.0K | 0.00% | −92−12.7% | Reduced |
| Lazard Asset Management LLC | 687 | $44.0K | 0.00% | +284+70.5% | Added |
| US Bancorp | 985 | $64.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 990 | $65.0K | 0.01% | +135+15.8% | Added |
| National Bank of Canada | 1,333 | $87.0K | 0.00% | +1,333 | New |
| Fifth Third Bancorp | 1,375 | $90.0K | 0.00% | +41+3.1% | Added |
| Tower Research Capital LLC (TRC) | 1,394 | $91.0K | 0.00% | −1,892−57.6% | Reduced |
| Point72 Asset Management, L.P. | 1,400 | $92.0K | 0.00% | +1,400 | New |
| C M Bidwell & Associates Ltd | 1,730 | $113.0K | 0.07% | −450−20.6% | Reduced |
| USA Financial Portformulas Corp | 2,001 | $131.0K | 0.11% | +464+30.2% | Added |
| The PNC Financial Services Group, Inc. | 2,222 | $145.0K | 0.00% | +194+9.6% | Added |
| Ameritas Investment Partners, Inc. | 2,287 | $150.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,707 | $177.0K | 0.00% | −94−3.4% | Reduced |
| Group One Trading, L.P. | 2,800 | $183.0K | 0.00% | +2,300+460.0% | Added |
| UBS Group AG | 3,179 | $208.0K | 0.00% | −21,628−87.2% | Reduced |
| Brandywine Global Investment Management, LLC | 3,490 | $228.0K | 0.00% | +3,490 | New |
| Aquatic Capital Management LLC | 3,600 | $235.0K | 0.45% | +3,600 | New |
| Brown Advisory Inc | 3,614 | $236.0K | 0.00% | +3,614 | New |
| Susquehanna International Group, LLP | 3,718 | $243.0K | 0.00% | +3,718 | New |
| AXS Investments LLC | 3,715 | $243.0K | 0.06% | +3,715 | New |
| CWM Advisors, LLC | 3,834 | $251.0K | 0.03% | −1,901−33.1% | Reduced |
| Schroder Investment Management Group | 3,855 | $252.0K | 0.00% | −1,210−23.9% | Reduced |
| Mutual of America Capital Management LLC | 4,074 | $266.0K | 0.00% | +105+2.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,135 | $270.0K | 0.00% | +1,406+51.5% | Added |
| Man Group plc | 4,164 | $272.0K | 0.00% | +4,164 | New |
| Acadian Asset Management LLC | 4,408 | $288.0K | 0.00% | −4,186−48.7% | Reduced |
| KBC Group NV | 4,453 | $291.0K | 0.00% | −1,278−22.3% | Reduced |
| Prudent Man Advisors, LLC | 4,551 | $297.0K | 0.11% | −3,998−46.8% | Reduced |
| CIBC World Markets Inc. | 4,584 | $300.0K | 0.00% | −437−8.7% | Reduced |
| Independent Financial Group, LLC | 5,074 | $331.7K | 0.03% | +5,074 | New |
| Eaton Vance Management | 5,134 | $336.0K | 0.00% | +95+1.9% | Added |
| 6 Meridian | 5,174 | $338.0K | 0.02% | +15+0.3% | Added |
| Cambria Investment Management, L.P. | 5,244 | $343.0K | 0.06% | 00.0% | Unchanged |
| Sageworth Trust Co | 5,479 | $358.0K | 0.03% | −417−7.1% | Reduced |
| Advisor Partners LLC | 5,584 | $366.0K | 0.02% | +147+2.7% | Added |
| Wedbush Securities Inc | 5,670 | $371.0K | 0.02% | +599+11.8% | Added |
| Rothschild Investment Corp | 5,764 | $377.0K | 0.03% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 6,031 | $394.0K | 0.07% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 6,024 | $394.0K | 0.00% | +1,174+24.2% | Added |
| State of Wisconsin Investment Board | 6,100 | $399.0K | 0.00% | −1,300−17.6% | Reduced |
| Janus Henderson Group PLC | 6,112 | $400.0K | 0.00% | +6,112 | New |
| Winton Group Ltd | 6,146 | $402.0K | 0.02% | −31,568−83.7% | Reduced |
| Martingale Asset Management L P | 6,178 | $404.0K | 0.01% | −7,580−55.1% | Reduced |
| Cornercap Investment Counsel Inc | 6,200 | $405.0K | 0.06% | −28,942−82.4% | Reduced |
| Envestnet Asset Management Inc | 6,239 | $408.0K | 0.00% | −607−8.9% | Reduced |
| American Portfolios Advisors | 6,536 | $427.3K | 0.01% | −4,006−38.0% | Reduced |
| Carolina Wealth Advisors, LLC | 7,415 | $485.0K | 0.27% | +1,723+30.3% | Added |
| ProShare Advisors LLC | 7,464 | $487.0K | 0.00% | +7,464 | New |
| Quent Capital, LLC | 7,590 | $496.0K | 0.10% | +7,590 | New |
| Capital Impact Advisors, LLC | 7,613 | $498.0K | 0.34% | +7,613 | New |
| Teachers Retirement System of the State of Kentucky | 7,669 | $501.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 7,797 | $509.7K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 7,863 | $514.0K | 0.00% | −1,627−17.1% | Reduced |
| Two Sigma Advisers, LP | 7,900 | $516.0K | 0.00% | −500−6.0% | Reduced |
| Stifel Financial Corp | 8,111 | $530.0K | 0.00% | +1,288+18.9% | Added |
| Arizona State Retirement System | 8,278 | $541.0K | 0.00% | −72−0.9% | Reduced |
| Nisa Investment Advisors, LLC | 9,550 | $557.0K | 0.00% | 00.0% | Unchanged |
| Meritage Portfolio Management | 8,579 | $561.0K | 0.03% | +2,727+46.6% | Added |
| Bank of Montreal | 8,891 | $577.0K | 0.00% | −368−4.0% | Reduced |
| Foundry Partners, LLC | 8,985 | $587.0K | 0.02% | −184,970−95.4% | Reduced |
| Origin Asset Management LLP | 9,082 | $593.0K | 0.14% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 9,621 | $629.0K | 0.00% | −178−1.8% | Reduced |
| Everence Capital Management Inc | 9,930 | $649.0K | 0.05% | 00.0% | Unchanged |
| First Wilshire Securities Management Inc | 10,089 | $660.0K | 0.21% | −1,075−9.6% | Reduced |
| MetLife Investment Management | 10,596 | $692.7K | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 10,720 | $701.0K | 0.03% | +10,720 | New |
| Oregon Public Employees Retirement Fund | 11,332 | $741.0K | 0.01% | −600−5.0% | Reduced |
| Price T Rowe Associates Inc | 11,341 | $741.0K | 0.00% | +1,834+19.3% | Added |
| Voya Investment Management LLC | 11,649 | $761.0K | 0.00% | −126−1.1% | Reduced |
| Maryland State Retirement & Pension System | 11,888 | $777.0K | 0.02% | +161+1.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 12,100 | $791.0K | 0.05% | 00.0% | Unchanged |
| First Hawaiian Bank | 12,185 | $797.0K | 0.02% | −3,635−23.0% | Reduced |
| Algert Global LLC | 12,491 | $817.0K | 0.10% | +7,640+157.5% | Added |
| Amalgamated Bank | 14,196 | $928.0K | 0.01% | −237−1.6% | Reduced |
| Range Financial Group LLC | 14,243 | $931.0K | 0.61% | +97+0.7% | Added |
| Louisiana State Employees Retirement System | 14,400 | $941.0K | 0.02% | +100+0.7% | Added |
| TD Asset Management Inc | 14,600 | $954.0K | 0.00% | +6,900+89.6% | Added |
| Manufacturers Life Insurance Company, The | 15,073 | $985.0K | 0.00% | −191−1.3% | Reduced |
| Truist Financial Corp | 15,149 | $990.0K | 0.00% | −5,400−26.3% | Reduced |
| Eqis Capital Management, Inc. | 16,228 | $1.06M | 0.08% | −1,754−9.8% | Reduced |
| Wakefield Asset Management LLLP | 16,279 | $1.06M | 0.37% | −5,207−24.2% | Reduced |
| Nations Financial Group Inc, | 17,293 | $1.13M | 0.15% | +518+3.1% | Added |