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 2022
Institutional positions in Customers Bancorp, Inc. as of Dec 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
- 209
- +4 vs. Q3 2022
- Shares held
- 27.2M
- −264.2K (−1.0%) vs. Q3 2022
- Total value
- $771.4M
- −$38.9M (−4.8%) vs. Q3 2022
- New holders
- 23
- 80 more added
- Sold out
- 19
- 78 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Customers Bancorp, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 9 | $0 | 0.00% | −6−40.0% | Reduced |
| Steward Financial Group LLC | 5 | $0 | 0.00% | +5 | New |
| Disciplined Investments, LLC | 1 | $28 | 0.00% | −1−50.0% | Reduced |
| SJS Investment Consulting Inc. | 2 | $57 | 0.00% | +1+100.0% | Added |
| JFS Wealth Advisors, LLC | 3 | $85 | 0.00% | −4−57.1% | Reduced |
| Schubert & Co | 10 | $283 | 0.00% | −3−23.1% | Reduced |
| Tfo-TDC, LLC | 4 | $309 | 0.00% | +4 | New |
| Farmers & Merchants Investments Inc | 20 | $567 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 22 | $623 | 0.00% | −1,265−98.3% | Reduced |
| Farther Finance Advisors, LLC | 32 | $907 | 0.00% | +32 | New |
| Sageworth Trust Co of South Dakota | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 41 | $1.16K | 0.00% | +41 | New |
| EverSource Wealth Advisors, LLC | 51 | $1.45K | 0.00% | −17−25.0% | Reduced |
| CWM, LLC | 81 | $2.00K | 0.00% | −7−8.0% | Reduced |
| Sofos Investments, Inc. | 28 | $2.01K | 0.02% | −552−95.2% | Reduced |
| Signaturefd, LLC | 75 | $2.13K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 85 | $2.41K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 147 | $4.00K | 0.00% | +18+14.0% | Added |
| Parkside Financial Bank & Trust | 154 | $4.36K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 181 | $5.13K | 0.00% | +4+2.3% | Added |
| Versant Capital Management, Inc | 199 | $5.64K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 200 | $5.67K | 0.00% | −2,500−92.6% | Reduced |
| Ronald Blue Trust, Inc. | 235 | $7.00K | 0.00% | +235 | New |
| TCI Wealth Advisors, Inc. | 278 | $7.88K | 0.00% | −90−24.5% | Reduced |
| Quadrant Capital Group LLC | 293 | $8.30K | 0.00% | +16+5.8% | Added |
| Belpointe Asset Management LLC | 325 | $9.21K | 0.00% | +325 | New |
| Riverview Trust Co | 468 | $13.0K | 0.01% | +468 | New |
| Assetmark, Inc | 550 | $15.6K | 0.00% | +1+0.2% | Added |
| FinTrust Capital Advisors, LLC | 769 | $21.8K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 985 | $27.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 970 | $28.0K | 0.00% | −5,780−85.6% | Reduced |
| Gyon Technologies Capital Management, LP | 1,358 | $38.5K | 0.01% | +1,358 | New |
| Metropolitan Life Insurance Co | 1,843 | $52.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,299 | $65.2K | 0.00% | +171+8.0% | Added |
| Ameritas Investment Partners, Inc. | 2,287 | $73.9K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,601 | $74.0K | 0.00% | +10.0% | Added |
| KBC Group NV | 2,634 | $75.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,789 | $79.0K | 0.00% | −1,346−32.6% | Reduced |
| Point72 Middle East FZE | 3,318 | $94.0K | 0.01% | +3,318 | New |
| Royal Bank of Canada | 4,153 | $117.0K | 0.00% | +3,740+905.6% | Added |
| Sageworth Trust Co | 5,479 | $156.0K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 5,722 | $162.2K | 0.00% | +758+15.3% | Added |
| Meritage Portfolio Management | 7,146 | $203.0K | 0.02% | +245+3.6% | Added |
| LPL Financial LLC | 7,258 | $205.7K | 0.00% | +7,258 | New |
| Nisa Investment Advisors, LLC | 7,565 | $214.0K | 0.00% | −11−0.1% | Reduced |
| Price T Rowe Associates Inc | 7,890 | $224.0K | 0.00% | +553+7.5% | Added |
| CWM Advisors, LLC | 8,297 | $235.1K | 0.03% | +1,275+18.2% | Added |
| Arizona State Retirement System | 8,700 | $246.6K | 0.00% | +186+2.2% | Added |
| SevenOneSeven Capital Management | 8,713 | $246.9K | 0.53% | +315+3.8% | Added |
| Dynamic Technology Lab Private Ltd | 8,930 | $253.0K | 0.03% | −12,490−58.3% | Reduced |
| Capital Impact Advisors, LLC | 8,973 | $254.3K | 0.25% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 9,325 | $265.0K | 0.00% | +1,105+13.4% | Added |
| State Board of Administration of Florida Retirement System | 9,621 | $272.7K | 0.00% | 00.0% | Unchanged |
| Versor Investments LP | 9,675 | $274.2K | 0.02% | +9,675 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 9,716 | $275.4K | 0.00% | +9,716 | New |
| Shell Asset Management Co | 9,876 | $280.0K | 0.01% | −2,073−17.3% | Reduced |
| First Wilshire Securities Management Inc | 9,932 | $281.0K | 0.10% | −157−1.6% | Reduced |
| CSS LLC | 10,000 | $283.4K | 0.02% | +1,000+11.1% | Added |
| Oregon Public Employees Retirement Fund | 10,160 | $287.9K | 0.00% | +163+1.6% | Added |
| Janus Henderson Group PLC | 11,054 | $313.3K | 0.00% | −912−7.6% | Reduced |
| Corsair Capital Management, L.P. | 11,201 | $317.4K | 0.12% | −11,036−49.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 11,556 | $327.5K | 0.05% | +11,556 | New |
| Manufacturers Life Insurance Company, The | 11,974 | $339.3K | 0.00% | −377−3.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 12,100 | $342.9K | 0.04% | 00.0% | Unchanged |
| XTX Topco Ltd | 12,290 | $348.3K | 0.07% | +12,290 | New |
| Carolina Wealth Advisors, LLC | 12,326 | $349.0K | 0.22% | +1,506+13.9% | Added |
| Maryland State Retirement & Pension System | 12,610 | $357.4K | 0.01% | +182+1.5% | Added |
| Jump Financial, LLC | 12,886 | $365.2K | 0.02% | +12,886 | New |
| Fox Run Management, L.L.C. | 13,061 | $370.1K | 0.15% | +13,061 | New |
| Mirae Asset Global Investments Co., Ltd. | 13,062 | $370.2K | 0.00% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 13,101 | $371.3K | 0.04% | −245−1.8% | Reduced |
| Engineers Gate Manager LP | 13,444 | $381.0K | 0.02% | +4,842+56.3% | Added |
| UBS Group AG | 13,665 | $387.3K | 0.00% | −14,272−51.1% | Reduced |
| Amalgamated Bank | 13,844 | $392.0K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 14,500 | $411.0K | 0.01% | −100−0.7% | Reduced |
| First Hawaiian Bank | 14,656 | $415.0K | 0.01% | −33−0.2% | Reduced |
| Wells Fargo & Company | 14,699 | $416.6K | 0.00% | −3,753−20.3% | Reduced |
| Connacht Asset Management LP | 15,474 | $438.5K | 0.89% | +1,421+10.1% | Added |
| Pinnacle Holdings, LLC | 15,590 | $441.8K | 0.20% | −60−0.4% | Reduced |
| Veritable, L.P. | 15,625 | $442.8K | 0.01% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 15,979 | $452.8K | 0.00% | −5,616−26.0% | Reduced |
| Martingale Asset Management L P | 16,091 | $456.0K | 0.01% | +718+4.7% | Added |
| Aquatic Capital Management LLC | 16,500 | $468.0K | 0.03% | +16,500 | New |
| MetLife Investment Management | 16,550 | $469.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 16,599 | $470.0K | 0.01% | −1,268−7.1% | Reduced |
| American International Group, Inc. | 16,594 | $470.3K | 0.00% | −125−0.7% | Reduced |
| State of Tennessee, Treasury Department | 16,780 | $475.0K | 0.00% | −3,782−18.4% | Reduced |
| Interval Partners, LP | 16,795 | $476.0K | 0.04% | −1,036−5.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 17,000 | $481.8K | 0.00% | −30,700−64.4% | Reduced |
| Kula Investments, LLC | 17,422 | $493.7K | 0.17% | +17,422 | New |
| State of Wisconsin Investment Board | 18,243 | $517.0K | 0.00% | +18,243 | New |
| Jane Street Group, LLC | 18,303 | $518.7K | 0.00% | +2,146+13.3% | Added |
| Quantbot Technologies LP | 18,496 | $524.2K | 0.04% | +14,304+341.2% | Added |
| Los Angeles Capital Management LLC | 18,513 | $524.7K | 0.00% | −2,329−11.2% | Reduced |
| Comerica Bank | 18,054 | $532.0K | 0.00% | −5,236−22.5% | Reduced |
| Ensign Peak Advisors, Inc | 19,004 | $538.6K | 0.00% | +1,300+7.3% | Added |
| Yousif Capital Management, LLC | 19,282 | $546.5K | 0.01% | −8,440−30.4% | Reduced |
| BNP Paribas Arbitrage, SA | 19,628 | $556.3K | 0.00% | −3,019−13.3% | Reduced |