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, Q2 2022
Institutional positions in Customers Bancorp, Inc. as of Jun 30, 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
- 212
- −14 vs. Q1 2022
- Shares held
- 27.8M
- −444.7K (−1.6%) vs. Q1 2022
- Total value
- $943.4M
- −$530.3M (−36.0%) vs. Q1 2022
- New holders
- 31
- 88 more added
- Sold out
- 45
- 66 more reduced
6 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Customers Bancorp, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 4 | $0 | 0.00% | +2+100.0% | Added |
| Global Retirement Partners, LLC | 13 | $0 | 0.00% | +8+160.0% | Added |
| Disciplined Investments, LLC | 3 | $0 | 0.00% | +1+50.0% | Added |
| Schubert & Co | 10 | $0 | 0.00% | +9+900.0% | Added |
| Dark Forest Capital Management LP | 12 | $0 | 0.00% | +12 | New |
| Steward Financial Group LLC | 5 | $0 | 0.00% | +5 | New |
| Denali Advisors LLC | 43 | $1.00K | 0.00% | −8,788−99.5% | Reduced |
| Sageworth Trust Co of South Dakota | 38 | $1.00K | 0.00% | −50−56.8% | Reduced |
| Massmutual Trust Co FSB | 20 | $1.00K | 0.00% | +20 | New |
| Simplex Trading, LLC | 51 | $1.00K | 0.00% | +51 | New |
| Parallel Advisors, LLC | 15 | $1.00K | 0.00% | +15 | New |
| TD Waterhouse Canada Inc. | 30 | $1.34K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 65 | $2.00K | 0.00% | +65 | New |
| Hazlett, Burt & Watson, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 75 | $3.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 110 | $4.00K | 0.00% | +110 | New |
| Parkside Financial Bank & Trust | 154 | $5.00K | 0.00% | −13−7.8% | Reduced |
| Royal Bank of Canada | 180 | $6.00K | 0.00% | −2,079−92.0% | Reduced |
| First Horizon Advisors, Inc. | 195 | $6.00K | 0.00% | +195 | New |
| Fieldpoint Private Securities, LLC | 200 | $7.00K | 0.00% | −740−78.7% | Reduced |
| Meeder Asset Management Inc | 203 | $7.00K | 0.00% | −531−72.3% | Reduced |
| Versant Capital Management, Inc | 210 | $7.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 257 | $9.00K | 0.00% | −83−24.4% | Reduced |
| Quadrant Capital Group LLC | 277 | $9.00K | 0.00% | −11−3.8% | Reduced |
| EverSource Wealth Advisors, LLC | 276 | $9.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 367 | $12.0K | 0.00% | −97−20.9% | Reduced |
| Sutton Wealth Advisors Inc. | 524 | $17.8K | 0.01% | +524 | New |
| Assetmark, Inc | 541 | $18.0K | 0.00% | +256+89.8% | Added |
| FinTrust Capital Advisors, LLC | 731 | $28.0K | 0.01% | +157+27.4% | Added |
| US Bancorp | 985 | $33.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 1,000 | $33.0K | 0.00% | +404+67.8% | Added |
| Tower Research Capital LLC (TRC) | 1,181 | $40.0K | 0.00% | −1,055−47.2% | Reduced |
| Fifth Third Bancorp | 1,265 | $43.0K | 0.00% | −175−12.2% | Reduced |
| Metropolitan Life Insurance Co | 1,843 | $62.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,193 | $75.0K | 0.00% | +26+1.2% | Added |
| Ameritas Investment Partners, Inc. | 2,287 | $77.0K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 2,361 | $80.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 2,412 | $82.0K | 0.01% | −3,576−59.7% | Reduced |
| KBC Group NV | 2,634 | $89.0K | 0.00% | +2,634 | New |
| Steward Partners Investment Advisory, LLC | 2,700 | $92.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 3,714 | $126.0K | 0.00% | −47−1.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,135 | $140.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 5,096 | $173.0K | 0.00% | +732+16.8% | Added |
| FMR LLC | 5,347 | $181.0K | 0.00% | +178+3.4% | Added |
| Sageworth Trust Co | 5,479 | $186.0K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 6,031 | $204.0K | 0.05% | 00.0% | Unchanged |
| Alps Advisors Inc | 6,087 | $206.0K | 0.00% | −63−1.0% | Reduced |
| LPL Financial LLC | 6,094 | $207.0K | 0.00% | +6,094 | New |
| CWM Advisors, LLC | 6,281 | $213.0K | 0.03% | +1,785+39.7% | Added |
| Occudo Quantitative Strategies LP | 6,457 | $219.0K | 0.02% | +6,457 | New |
| Foundry Partners, LLC | 6,825 | $231.0K | 0.01% | +2,900+73.9% | Added |
| Meritage Portfolio Management | 6,877 | $233.0K | 0.02% | −2,723−28.4% | Reduced |
| Advisor Group Holdings, Inc. | 6,979 | $237.0K | 0.00% | −18,074−72.1% | Reduced |
| Nisa Investment Advisors, LLC | 7,550 | $256.0K | 0.00% | −1,800−19.3% | Reduced |
| State of Wisconsin Investment Board | 7,539 | $256.0K | 0.00% | +7,539 | New |
| Quent Capital, LLC | 7,590 | $257.0K | 0.05% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 7,937 | $269.0K | 0.05% | +7,937 | New |
| Capital Impact Advisors, LLC | 8,174 | $277.0K | 0.26% | −494−5.7% | Reduced |
| Connacht Asset Management LP | 8,289 | $281.0K | 0.40% | −16,358−66.4% | Reduced |
| Arizona State Retirement System | 8,474 | $287.0K | 0.00% | +151+1.8% | Added |
| Wellington Management Group LLP | 8,835 | $300.0K | 0.00% | +3,941+80.5% | Added |
| Aigen Investment Management, LP | 9,246 | $313.0K | 0.05% | +3,365+57.2% | Added |
| Dynamic Technology Lab Private Ltd | 9,270 | $314.0K | 0.04% | −270−2.8% | Reduced |
| State Board of Administration of Florida Retirement System | 9,621 | $326.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 9,725 | $330.0K | 0.01% | −1,600−14.1% | Reduced |
| Carolina Wealth Advisors, LLC | 9,738 | $330.0K | 0.22% | +1,614+19.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 9,787 | $332.0K | 0.00% | −1,710−14.9% | Reduced |
| Acadian Asset Management LLC | 9,820 | $333.0K | 0.00% | +8,315+552.5% | Added |
| Fox Run Management, L.L.C. | 9,899 | $336.0K | 0.17% | +9,899 | New |
| First Wilshire Securities Management Inc | 10,089 | $342.0K | 0.13% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 10,645 | $361.0K | 0.00% | −1,924−15.3% | Reduced |
| Price T Rowe Associates Inc | 10,783 | $366.0K | 0.00% | +328+3.1% | Added |
| Public Employees Retirement System of Ohio | 10,967 | $372.0K | 0.00% | +10,779+5,733.5% | Added |
| Janus Henderson Group PLC | 11,816 | $401.0K | 0.00% | +3,216+37.4% | Added |
| Voya Investment Management LLC | 11,856 | $402.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 11,761 | $404.0K | 0.00% | −37,354−76.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 12,100 | $410.0K | 0.04% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 12,281 | $416.0K | 0.01% | +220+1.8% | Added |
| Guggenheim Capital LLC | 12,290 | $417.0K | 0.00% | +4,774+63.5% | Added |
| AlphaCrest Capital Management LLC | 12,346 | $419.0K | 0.02% | +12,346 | New |
| Manufacturers Life Insurance Company, The | 12,558 | $425.7K | 0.00% | +265+2.2% | Added |
| Exchange Traded Concepts, LLC | 12,847 | $436.0K | 0.01% | +271+2.2% | Added |
| Eqis Capital Management, Inc. | 13,107 | $444.3K | 0.05% | +175+1.4% | Added |
| Jane Street Group, LLC | 13,549 | $460.0K | 0.00% | +8,769+183.5% | Added |
| Martingale Asset Management L P | 13,685 | $464.0K | 0.01% | +13,685 | New |
| Amalgamated Bank | 13,736 | $466.0K | 0.00% | +249+1.8% | Added |
| First Hawaiian Bank | 15,014 | $509.0K | 0.02% | +1,758+13.3% | Added |
| Shell Asset Management Co | 15,077 | $511.0K | 0.02% | +26+0.2% | Added |
| Truist Financial Corp | 15,177 | $515.0K | 0.00% | +28+0.2% | Added |
| Versor Investments LP | 15,463 | $524.0K | 0.02% | +8,371+118.0% | Added |
| Pinnacle Holdings, LLC | 15,650 | $530.5K | 0.24% | +15,650 | New |
| Capital Fund Management S.A. | 16,114 | $546.3K | 0.01% | +16,114 | New |
| Wakefield Asset Management LLLP | 16,426 | $557.0K | 0.24% | +54+0.3% | Added |
| MetLife Investment Management | 16,550 | $561.0K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 14,700 | $563.0K | 0.02% | 00.0% | Unchanged |
| American International Group, Inc. | 16,748 | $568.0K | 0.00% | −718−4.1% | Reduced |
| Pacific Ridge Capital Partners, LLC | 16,930 | $574.0K | 0.14% | −50−0.3% | Reduced |
| Ensign Peak Advisors, Inc | 17,704 | $600.0K | 0.00% | 00.0% | Unchanged |
| Interval Partners, LP | 17,831 | $604.0K | 0.04% | −14,530−44.9% | Reduced |
| UBS Group AG | 19,700 | $668.0K | 0.00% | −11,123−36.1% | Reduced |