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, Q1 2022
Institutional positions in Customers Bancorp, Inc. as of Mar 31, 2022. 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
- 232
- +11 vs. Q4 2021
- Shares held
- 28.5M
- +714.5K (+2.6%) vs. Q4 2021
- Total value
- $1.49B
- −$327.4M (−18.0%) vs. Q4 2021
- New holders
- 39
- 71 more added
- Sold out
- 28
- 94 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Customers Bancorp, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| National Bank of Canada | 1,333 | $69.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,000 | $52.0K | 0.08% | −2,600−72.2% | Reduced |
| US Bancorp | 985 | $51.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 940 | $49.0K | 0.01% | −50−5.1% | Reduced |
| Meeder Asset Management Inc | 734 | $39.0K | 0.00% | +734 | New |
| Kings Point Capital Management | 635 | $33.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 600 | $31.3K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 596 | $31.0K | 0.00% | +596 | New |
| FinTrust Capital Advisors, LLC | 574 | $30.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 464 | $24.0K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 396 | $21.0K | 0.02% | +396 | New |
| Lazard Asset Management LLC | 373 | $19.0K | 0.00% | −314−45.7% | Reduced |
| CWM, LLC | 340 | $18.0K | 0.00% | +132+63.5% | Added |
| Quadrant Capital Group LLC | 288 | $15.0K | 0.00% | −29−9.1% | Reduced |
| Assetmark, Inc | 285 | $15.0K | 0.00% | +3+1.1% | Added |
| EverSource Wealth Advisors, LLC | 276 | $14.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 210 | $11.0K | 0.00% | −300−58.8% | Reduced |
| Public Employees Retirement System of Ohio | 188 | $10.0K | 0.00% | +188 | New |
| Parkside Financial Bank & Trust | 167 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 88 | $5.00K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 100 | $5.00K | 0.00% | +100 | New |
| Signaturefd, LLC | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 30 | $1.92K | 0.00% | +30 | New |
| Glassman Wealth Services | 6 | $0 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| Global Retirement Partners, LLC | 5 | $0 | 0.00% | +5 | New |
| Geneos Wealth Management Inc. | 13 | $0 | 0.00% | +13 | New |
| Disciplined Investments, LLC | 2 | $0 | 0.00% | +2 | New |
| Cordant, Inc. | 6 | $0 | 0.00% | +6 | New |
| Schubert & Co | 1 | $0 | 0.00% | +1 | New |
| IFP Advisors, Inc | 67 | – | – | +67 | New |
| Sofos Investments, Inc. | 1,144 | – | – | −611−34.8% | Reduced |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −205,898−100.0% | Sold out |
| Capital Growth Management LP | 0 | $0 | 0.00% | −155,000−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −128,015−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −62,827−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −32,376−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −30,390−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −26,000−100.0% | Sold out |
| Pinnacle Holdings, LLC | 0 | $0 | 0.00% | −23,488−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −20,800−100.0% | Sold out |
| Bard Associates Inc | 0 | $0 | 0.00% | −19,900−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −19,140−100.0% | Sold out |
| Range Financial Group LLC | 0 | $0 | 0.00% | −14,243−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −6,178−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −6,100−100.0% | Sold out |
| Rothschild Investment Corp | 0 | $0 | 0.00% | −5,764−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −5,074−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −4,584−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −4,453−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −3,855−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −3,715−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −3,614−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −3,490−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −182−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| 6 Meridian | – | – | – | – | Not filed |