Skip to main content

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
State Street Corp1,605,024$47.3M0.00%−262,145−14.0%Reduced
Vanguard Group Inc2,075,046$61.2M0.00%+61,350+3.0%Added
Dimensional Fund Advisors LP2,338,973$69.0M0.03%−56,965−2.4%Reduced
BlackRock Inc.4,830,326$142.4M0.00%+74,804+1.6%Added
IFP Advisors, Inc67––00.0%Unchanged
Sofos Investments, Inc.580––−168−22.5%Reduced
Sutton Wealth Advisors Inc.0$00.00%−524−100.0%Sold out
Portolan Capital Management, LLC0$00.00%−376,279−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−233,800−100.0%Sold out
Jacobs Asset Management, LLC0$00.00%−145,000−100.0%Sold out
EJF Capital LLC0$00.00%−110,000−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−59,722−100.0%Sold out
Stieven Capital Advisors, L.P.0$00.00%−49,000−100.0%Sold out
Axiom Investors LLC0$00.00%−34,385−100.0%Sold out
Quantedge Capital Pte Ltd0$00.00%−29,800−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−25,438−100.0%Sold out
Bank of Montreal0$00.00%−20,476−100.0%Sold out
Navellier & Associates Inc0$00.00%−20,791−100.0%Sold out
Wakefield Asset Management LLLP0$00.00%−16,426−100.0%Sold out
Versor Investments LP0$00.00%−15,463−100.0%Sold out
Truist Financial Corp0$00.00%−15,177−100.0%Sold out
Guggenheim Capital LLC0$00.00%−12,290−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−9,899−100.0%Sold out
Acadian Asset Management LLC0$00.00%−9,820−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−9,787−100.0%Sold out
Wellington Management Group LLP0$00.00%−8,835−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−7,937−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−7,539−100.0%Sold out
LPL Financial LLC0$00.00%−6,094−100.0%Sold out
Alps Advisors Inc0$00.00%−6,087−100.0%Sold out
Captrust Financial Advisors0$00.00%−3,714−100.0%Sold out
Robeco Institutional Asset Management B.V.0$00.00%−2,361−100.0%Sold out
First Horizon Advisors, Inc.0$00.00%−195−100.0%Sold out
TD Waterhouse Canada Inc.0$00.00%−30−100.0%Sold out
Denali Advisors LLC0$00.00%−43−100.0%Sold out
Simplex Trading, LLC0$00.00%−51−100.0%Sold out
Global Retirement Partners, LLC0$00.00%−13−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−12−100.0%Sold out
Steward Financial Group LLC0$00.00%−5−100.0%Sold out
Fieldpoint Private Securities, LLC––––Not filed
B. Riley Wealth Management, Inc.––––Not filed