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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, Q3 2022

Institutional positions in Customers Bancorp, Inc. as of Sep 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
206
−4 vs. Q2 2022
Shares held
27.5M
−337.7K (−1.2%) vs. Q2 2022
Total value
$810.4M
−$133.0M (−14.1%) vs. Q2 2022
New holders
29
76 more added
Sold out
33
71 more reduced

2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2022: 206 institutions
Q1 2021: 173 institutionsQ2 2021: 195 institutionsQ3 2021: 207 institutionsQ4 2021: 222 institutionsQ1 2022: 232 institutionsQ2 2022: 212 institutionsQ3 2022: 206 institutionsQ4 2022: 209 institutionsQ1 2023: 174 institutionsQ2 2023: 190 institutionsQ3 2023: 210 institutionsQ4 2023: 256 institutionsQ1 2024: 242 institutionsQ2 2024: 224 institutionsQ3 2024: 240 institutionsQ4 2024: 239 institutionsQ1 2025: 239 institutionsQ2 2025: 241 institutionsQ3 2025: 265 institutionsQ4 2025: 284 institutionsQ1 2026: 282 institutionsQ2 2026: 298 institutions
Value heldQ3 2022: $810.4M
Q1 2021: $776.6MQ2 2021: $1.01BQ3 2021: $1.12BQ4 2021: $1.81BQ1 2022: $1.49BQ2 2022: $943.4MQ3 2022: $810.4MQ4 2022: $771.4MQ1 2023: $481.4MQ2 2023: $778.4MQ3 2023: $878.6MQ4 2023: $1.56BQ1 2024: $1.45BQ2 2024: $1.37BQ3 2024: $1.32BQ4 2024: $1.35BQ1 2025: $1.43BQ2 2025: $1.66BQ3 2025: $2.02BQ4 2025: $2.34BQ1 2026: $2.34BQ2 2026: $2.66B
Institutions holding CUBI and their total value by quarter
QuarterHoldersValue
Q2 2026298$2.66B
Q1 2026282$2.34B
Q4 2025284$2.34B
Q3 2025265$2.02B
Q2 2025241$1.66B
Q1 2025239$1.43B
Q4 2024239$1.35B
Q3 2024240$1.32B
Q2 2024224$1.37B
Q1 2024242$1.45B
Q4 2023256$1.56B
Q3 2023210$878.6M
Q2 2023190$778.4M
Q1 2023174$481.4M
Q4 2022209$771.4M
Q3 2022206$810.4M
Q2 2022212$943.4M
Q1 2022232$1.49B
Q4 2021222$1.81B
Q3 2021207$1.12B
Q2 2021195$1.01B
Q1 2021173$776.6M

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Customers Bancorp, Inc.; share changes are against Q2 2022.

Institutions holding CUBI in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Rockefeller Capital Management L.P.15$00.00%−50−76.9%Reduced
Parallel Advisors, LLC6$00.00%−9−60.0%Reduced
JFS Wealth Advisors, LLC7$00.00%+3+75.0%Added
Disciplined Investments, LLC2$00.00%−1−33.3%Reduced
Schubert & Co13$00.00%+3+30.0%Added
Lazard Asset Management LLC6$00.00%+6New
SJS Investment Consulting Inc.1$00.00%+1New
Massmutual Trust Co FSB28$1.00K0.00%+8+40.0%Added
Sageworth Trust Co of South Dakota23$1.00K0.00%−15−39.5%Reduced
Farmers & Merchants Investments Inc20$1.00K0.00%+20New
EverSource Wealth Advisors, LLC68$2.00K0.00%−208−75.4%Reduced
Signaturefd, LLC75$2.00K0.00%00.0%Unchanged
Crewe Advisors LLC79$2.00K0.00%+79New
CWM, LLC88$3.00K0.00%−169−65.8%Reduced
Northwestern Mutual Wealth Management Co85$3.00K0.00%−25−22.7%Reduced
Hazlett, Burt & Watson, Inc.100$3.00K0.00%00.0%Unchanged
Covestor Ltd129$4.00K0.00%+129New
Meeder Asset Management Inc177$5.00K0.00%−26−12.8%Reduced
Parkside Financial Bank & Trust154$5.00K0.00%00.0%Unchanged
Versant Capital Management, Inc199$6.00K0.00%−11−5.2%Reduced
Quadrant Capital Group LLC277$8.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.368$11.0K0.00%+1+0.3%Added
Royal Bank of Canada413$12.0K0.00%+233+129.4%Added
Assetmark, Inc549$16.0K0.00%+8+1.5%Added
Cutler Group LP900$26.0K0.00%−100−10.0%Reduced
FinTrust Capital Advisors, LLC769$26.0K0.01%+38+5.2%Added
US Bancorp985$29.0K0.00%00.0%Unchanged
Fifth Third Bancorp1,287$38.0K0.00%+22+1.7%Added
Metropolitan Life Insurance Co1,843$54.3K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.2,128$63.0K0.00%−65−3.0%Reduced
Ameritas Investment Partners, Inc.2,287$67.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.2,600$77.0K0.00%−4,379−62.7%Reduced
KBC Group NV2,634$78.0K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC2,700$80.0K0.00%00.0%Unchanged
Wipfli Financial Advisors LLC,2,771$82.0K0.01%+2,771New
Point72 Hong Kong Ltd3,021$89.0K0.01%+609+25.2%Added
Zurcher Kantonalbank (Zurich Cantonalbank)4,135$122.0K0.00%00.0%Unchanged
Quantbot Technologies LP4,192$123.0K0.01%−21,169−83.5%Reduced
FMR LLC4,964$146.0K0.00%−383−7.2%Reduced
Sageworth Trust Co5,479$162.0K0.01%00.0%Unchanged
Silvant Capital Management LLC6,031$178.0K0.01%00.0%Unchanged
Mutual of America Capital Management LLC6,069$179.0K0.00%+973+19.1%Added
SG Americas Securities, LLC6,454$190.0K0.00%−4,191−39.4%Reduced
Tower Research Capital LLC (TRC)6,750$199.0K0.00%+5,569+471.5%Added
Meritage Portfolio Management6,901$203.0K0.02%+24+0.3%Added
CWM Advisors, LLC7,022$207.0K0.03%+741+11.8%Added
Price T Rowe Associates Inc7,337$217.0K0.00%−3,446−32.0%Reduced
Quent Capital, LLC7,590$224.0K0.05%00.0%Unchanged
Nisa Investment Advisors, LLC7,576$226.0K0.00%+26+0.3%Added
Aigen Investment Management, LP7,879$232.0K0.03%−1,367−14.8%Reduced
Verition Fund Management LLC7,858$232.0K0.00%+7,858New
Teachers Retirement System of the State of Kentucky8,220$242.0K0.00%+8,220New
SevenOneSeven Capital Management8,398$248.0K0.58%+8,398New
Arizona State Retirement System8,514$251.0K0.00%+40+0.5%Added
Foundry Partners, LLC8,560$252.0K0.02%+1,735+25.4%Added
Engineers Gate Manager LP8,602$254.0K0.02%+8,602New
CSS LLC9,000$265.0K0.02%+9,000New
State Board of Administration of Florida Retirement System9,621$284.0K0.00%00.0%Unchanged
Capital Impact Advisors, LLC8,973$285.0K0.28%+799+9.8%Added
Oregon Public Employees Retirement Fund9,997$295.0K0.00%+272+2.8%Added
Capital Fund Management S.A.10,013$295.2K0.01%−6,101−37.9%Reduced
First Wilshire Securities Management Inc10,089$297.0K0.12%00.0%Unchanged
Carolina Wealth Advisors, LLC10,820$319.0K0.25%+1,082+11.1%Added
Voya Investment Management LLC11,856$349.5K0.00%00.0%Unchanged
Shell Asset Management Co11,949$352.0K0.01%−3,128−20.7%Reduced
Janus Henderson Group PLC11,966$353.0K0.00%+150+1.3%Added
Livforsakringsbolaget Skandia, Omsesidigt12,100$357.0K0.04%00.0%Unchanged
Manufacturers Life Insurance Company, The12,351$364.1K0.00%−207−1.6%Reduced
Maryland State Retirement & Pension System12,428$366.0K0.03%+147+1.2%Added
Mirae Asset Global Investments Co., Ltd.13,062$385.0K0.00%+13,062New
Eqis Capital Management, Inc.13,346$393.4K0.05%+239+1.8%Added
Deutsche Bank AG13,705$404.0K0.00%−61,898−81.9%Reduced
Amalgamated Bank13,844$408.0K0.00%+108+0.8%Added
Connacht Asset Management LP14,053$414.0K0.78%+5,764+69.5%Added
Louisiana State Employees Retirement System14,600$430.0K0.01%−100−0.7%Reduced
First Hawaiian Bank14,689$433.0K0.02%−325−2.2%Reduced
Martingale Asset Management L P15,373$454.0K0.01%+1,688+12.3%Added
Veritable, L.P.15,625$461.0K0.01%+15,625New
Pinnacle Holdings, LLC15,650$461.4K0.22%00.0%Unchanged
Jane Street Group, LLC16,157$476.0K0.00%+2,608+19.2%Added
Barclays PLC16,260$479.0K0.00%−11,361−41.1%Reduced
MetLife Investment Management16,550$487.9K0.00%00.0%Unchanged
American International Group, Inc.16,719$493.0K0.00%−29−0.2%Reduced
Ensign Peak Advisors, Inc17,704$522.0K0.00%00.0%Unchanged
Interval Partners, LP17,831$526.0K0.03%00.0%Unchanged
HRT Financial LP17,867$526.0K0.01%+17,867New
Wells Fargo & Company18,452$544.0K0.00%−2,118−10.3%Reduced
Susquehanna International Group, LLP18,857$556.0K0.00%+18,857New
Exchange Traded Concepts, LLC19,503$575.0K0.02%+6,656+51.8%Added
PEAK6 Investments LLC19,970$589.0K0.02%+19,970New
State of Tennessee, Treasury Department20,562$607.0K0.00%−22,780−52.6%Reduced
Affinity Investment Advisors, LLC20,630$608.0K0.32%+20+0.1%Added
Los Angeles Capital Management LLC20,842$614.0K0.00%+20,842New
State of Alaska, Department of Revenue21,139$623.0K0.01%−1,815−7.9%Reduced
Dynamic Technology Lab Private Ltd21,420$631.0K0.06%+12,150+131.1%Added
Rafferty Asset Management, LLC21,595$637.0K0.01%−10,011−31.7%Reduced
Man Group plc21,681$639.0K0.00%+21,681New
Texas Permanent School Fund21,940$647.0K0.01%+90.0%Added
SummerHaven Investment Management, LLC22,002$649.0K0.45%+22,002New
Corsair Capital Management, L.P.22,237$656.0K0.29%−2,008−8.3%Reduced