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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 687 | $44.0K | 0.00% | +284+70.5% | Added |
| Kings Point Capital Management | 635 | $42.0K | 0.00% | −92−12.7% | Reduced |
| Koshinski Asset Management, Inc. | 600 | $39.2K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 574 | $38.0K | 0.01% | −154−21.2% | Reduced |
| Point72 Hong Kong Ltd | 515 | $34.0K | 0.00% | +515 | New |
| Versant Capital Management, Inc | 510 | $33.0K | 0.01% | −17−3.2% | Reduced |
| TCI Wealth Advisors, Inc. | 464 | $30.0K | 0.00% | +89+23.7% | Added |
| Quadrant Capital Group LLC | 317 | $21.0K | 0.00% | −6−1.9% | Reduced |
| Assetmark, Inc | 282 | $18.0K | 0.00% | −19−6.3% | Reduced |
| EverSource Wealth Advisors, LLC | 276 | $18.0K | 0.01% | +276 | New |
| CWM, LLC | 208 | $14.0K | 0.00% | +208 | 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 |
| Massmutual Trust Co FSB | 99 | $6.00K | 0.00% | +99 | New |
| Sageworth Trust Co of South Dakota | 88 | $6.00K | 0.01% | +88 | New |
| Signaturefd, LLC | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 40 | $2.00K | 0.00% | −12−23.1% | Reduced |
| FMR LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 7 | $458 | 0.00% | +7 | New |
| Glassman Wealth Services | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1,755 | – | – | +1,428+436.7% | Added |
| CoreCap Advisors, LLC | 1 | – | – | +1 | New |
| American Financial Group Inc | 0 | $0 | 0.00% | −333,114−100.0% | Sold out |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −118,977−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −67,344−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −50,031−100.0% | Sold out |
| BHZ Capital Management, LP | 0 | $0 | 0.00% | −42,817−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −29,000−100.0% | Sold out |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −22,120−100.0% | Sold out |
| Spouting Rock Asset Management, LLC | 0 | $0 | 0.00% | −19,411−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −17,623−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −15,332−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −15,059−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −8,733−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −8,302−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −5,880−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −4,880−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −3,360−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −948−100.0% | Sold out |
| Investors Research Corp | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Marshall Wace North America L.P. | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |