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 2023
Institutional positions in Customers Bancorp, Inc. as of Mar 31, 2023. 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
- 174
- −34 vs. Q4 2022
- Shares held
- 25.9M
- −1.27M (−4.7%) vs. Q4 2022
- Total value
- $481.4M
- −$289.5M (−37.6%) vs. Q4 2022
- New holders
- 21
- 76 more added
- Sold out
- 55
- 56 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Customers Bancorp, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 11 | $0 | 0.00% | +5+83.3% | Added |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Parallel Advisors, LLC | 12 | $222 | 0.00% | +12 | New |
| Farmers & Merchants Investments Inc | 20 | $370 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 32 | $593 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 70 | $1.00K | 0.00% | +70 | New |
| Signaturefd, LLC | 75 | $1.39K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 75 | $1.39K | 0.00% | +75 | New |
| Northwestern Mutual Wealth Management Co | 85 | $1.57K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 125 | $2.00K | 0.00% | +125 | New |
| Assetmark, Inc | 131 | $2.43K | 0.00% | −419−76.2% | Reduced |
| Carolina Wealth Advisors, LLC | 137 | $2.54K | 0.00% | −12,189−98.9% | Reduced |
| Parkside Financial Bank & Trust | 154 | $2.85K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 199 | $3.69K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 200 | $3.70K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 207 | $4.00K | 0.00% | +60+40.8% | Added |
| TCI Wealth Advisors, Inc. | 250 | $4.63K | 0.00% | −28−10.1% | Reduced |
| Quadrant Capital Group LLC | 257 | $4.76K | 0.00% | −36−12.3% | Reduced |
| 7G Capital Management, LLC | 300 | $5.56K | 0.00% | +300 | New |
| Ronald Blue Trust, Inc. | 235 | $7.00K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 468 | $8.67K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 533 | $9.00K | 0.00% | +533 | New |
| Fifth Third Bancorp | 536 | $9.93K | 0.00% | +514+2,336.4% | Added |
| Quantbot Technologies LP | 642 | $11.9K | 0.00% | −17,854−96.5% | Reduced |
| CWM, LLC | 762 | $14.0K | 0.00% | +681+840.7% | Added |
| Quarry LP | 781 | $14.5K | 0.01% | +781 | New |
| US Bancorp | 965 | $17.9K | 0.00% | −20−2.0% | Reduced |
| Ridgewood Investments LLC | 1,000 | $18.5K | 0.01% | +1,000 | New |
| FinTrust Capital Advisors, LLC | 769 | $21.8K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,620 | $30.0K | 0.00% | −223−12.1% | Reduced |
| Tower Research Capital LLC (TRC) | 2,223 | $41.0K | 0.00% | +1,253+129.2% | Added |
| Citadel Advisors LLC | 2,255 | $41.8K | 0.00% | −168,020−98.7% | Reduced |
| Ameritas Investment Partners, Inc. | 2,287 | $42.4K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,311 | $43.0K | 0.00% | −1,842−44.4% | Reduced |
| Advisor Group Holdings, Inc. | 2,653 | $48.7K | 0.00% | +52+2.0% | Added |
| KBC Group NV | 2,634 | $49.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,673 | $49.5K | 0.00% | +2,348+722.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,789 | $51.7K | 0.00% | 00.0% | Unchanged |
| Amundi | 3,904 | $65.7K | 0.00% | +3,904 | New |
| Capital Impact Advisors, LLC | 3,709 | $68.7K | 0.08% | −5,264−58.7% | Reduced |
| Belvedere Trading LLC | 4,115 | $76.2K | 0.03% | +4,115 | New |
| Meeder Asset Management Inc | 5,053 | $93.6K | 0.01% | +4,872+2,691.7% | Added |
| FMR LLC | 5,130 | $95.0K | 0.00% | −592−10.3% | Reduced |
| The PNC Financial Services Group, Inc. | 5,262 | $97.5K | 0.00% | +2,963+128.9% | Added |
| Point72 Middle East FZE | 6,849 | $126.8K | 0.01% | +3,531+106.4% | Added |
| Dark Forest Capital Management LP | 6,918 | $128.1K | 0.03% | +6,918 | New |
| Simplex Trading, LLC | 7,153 | $132.0K | 0.01% | +7,153 | New |
| Nisa Investment Advisors, LLC | 7,550 | $140.0K | 0.00% | −15−0.2% | Reduced |
| Sageworth Trust Co | 9,077 | $168.1K | 0.01% | +3,598+65.7% | Added |
| Teachers Retirement System of the State of Kentucky | 9,325 | $172.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 9,825 | $182.0K | 0.00% | −335−3.3% | Reduced |
| Shell Asset Management Co | 9,841 | $182.0K | 0.01% | −35−0.4% | Reduced |
| Everence Capital Management Inc | 10,660 | $197.0K | 0.02% | +10,660 | New |
| Price T Rowe Associates Inc | 11,142 | $207.0K | 0.00% | +3,252+41.2% | Added |
| Manufacturers Life Insurance Company, The | 11,543 | $213.8K | 0.00% | −431−3.6% | Reduced |
| Eqis Capital Management, Inc. | 11,774 | $218.0K | 0.02% | −1,327−10.1% | Reduced |
| Maryland State Retirement & Pension System | 12,255 | $227.0K | 0.01% | −355−2.8% | Reduced |
| CenterStar Asset Management, LLC | 12,300 | $228.1K | 0.69% | +12,300 | New |
| Amalgamated Bank | 12,769 | $236.0K | 0.00% | −1,075−7.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 13,062 | $241.9K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 13,889 | $257.2K | 0.00% | +13,889 | New |
| Louisiana State Employees Retirement System | 14,200 | $263.0K | 0.01% | −300−2.1% | Reduced |
| Summit Global Investments | 14,300 | $265.0K | 0.02% | +14,300 | New |
| CWM Advisors, LLC | 14,749 | $273.2K | 0.03% | +6,452+77.8% | Added |
| SG Americas Securities, LLC | 14,788 | $274.0K | 0.00% | +14,788 | New |
| Wells Fargo & Company | 15,493 | $286.9K | 0.00% | +794+5.4% | Added |
| Veritable, L.P. | 15,715 | $291.0K | 0.01% | +90+0.6% | Added |
| MetLife Investment Management | 16,550 | $306.5K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 16,659 | $308.5K | 0.00% | +65+0.4% | Added |
| Yousif Capital Management, LLC | 17,202 | $318.6K | 0.00% | −2,080−10.8% | Reduced |
| Pinnacle Holdings, LLC | 17,615 | $326.2K | 0.15% | +2,025+13.0% | Added |
| HRT Financial LP | 17,918 | $331.0K | 0.00% | +1,319+7.9% | Added |
| State of Tennessee, Treasury Department | 18,270 | $338.4K | 0.00% | +1,490+8.9% | Added |
| Allianz Asset Management GmbH | 18,300 | $338.9K | 0.00% | +18,300 | New |
| Ensign Peak Advisors, Inc | 19,154 | $354.7K | 0.00% | +150+0.8% | Added |
| Citigroup Inc | 20,240 | $374.8K | 0.00% | −5,309−20.8% | Reduced |
| State of Alaska, Department of Revenue | 20,840 | $385.0K | 0.00% | −442−2.1% | Reduced |
| Janus Henderson Group PLC | 21,024 | $389.4K | 0.00% | +9,970+90.2% | Added |
| Martingale Asset Management L P | 21,391 | $396.2K | 0.01% | +5,300+32.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 22,617 | $418.9K | 0.05% | +11,061+95.7% | Added |
| SummerHaven Investment Management, LLC | 23,151 | $428.8K | 0.25% | +799+3.6% | Added |
| Walleye Capital LLC | 23,685 | $438.6K | 0.01% | +23,685 | New |
| BNP Paribas Arbitrage, SA | 24,173 | $447.7K | 0.00% | +4,545+23.2% | Added |
| ClariVest Asset Management LLC | 24,704 | $458.0K | 0.02% | +63+0.3% | Added |
| New York State Common Retirement Fund | 25,620 | $474.5K | 0.00% | −74,330−74.4% | Reduced |
| UBS Group AG | 26,293 | $486.9K | 0.00% | +12,628+92.4% | Added |
| Voya Investment Management LLC | 26,503 | $490.8K | 0.00% | +473+1.8% | Added |
| Credit Suisse AG | 26,884 | $497.9K | 0.00% | +80.0% | Added |
| Texas Permanent School Fund | 27,125 | $502.4K | 0.00% | +6,577+32.0% | Added |
| Two Sigma Investments, LP | 29,019 | $537.4K | 0.00% | −73,657−71.7% | Reduced |
| Susquehanna International Group, LLP | 29,993 | $555.5K | 0.00% | +2,467+9.0% | Added |
| HSBC Holdings PLC | 31,283 | $578.8K | 0.00% | −27,972−47.2% | Reduced |
| Great West Life Assurance Co | 31,495 | $584.0K | 0.00% | −274−0.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 32,222 | $596.8K | 0.01% | −488−1.5% | Reduced |
| Alliancebernstein L.P. | 32,504 | $602.0K | 0.00% | −4,511−12.2% | Reduced |
| STRS Ohio | 32,700 | $605.0K | 0.00% | +9,100+38.6% | Added |
| Algert Global LLC | 34,282 | $634.9K | 0.03% | −393−1.1% | Reduced |
| Baldwin Investment Management, LLC | 34,377 | $636.7K | 0.11% | 00.0% | Unchanged |
| Macquarie Group Ltd | 35,600 | $659.0K | 0.00% | 00.0% | Unchanged |