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 |
|---|---|---|---|---|---|
| HRT Financial LP | 17,918 | $331.0K | 0.00% | +1,319+7.9% | Added |
| Pinnacle Holdings, LLC | 17,615 | $326.2K | 0.15% | +2,025+13.0% | Added |
| Yousif Capital Management, LLC | 17,202 | $318.6K | 0.00% | −2,080−10.8% | Reduced |
| American International Group, Inc. | 16,659 | $308.5K | 0.00% | +65+0.4% | Added |
| MetLife Investment Management | 16,550 | $306.5K | 0.00% | 00.0% | Unchanged |
| Veritable, L.P. | 15,715 | $291.0K | 0.01% | +90+0.6% | Added |
| Wells Fargo & Company | 15,493 | $286.9K | 0.00% | +794+5.4% | Added |
| SG Americas Securities, LLC | 14,788 | $274.0K | 0.00% | +14,788 | New |
| CWM Advisors, LLC | 14,749 | $273.2K | 0.03% | +6,452+77.8% | Added |
| Summit Global Investments | 14,300 | $265.0K | 0.02% | +14,300 | New |
| Louisiana State Employees Retirement System | 14,200 | $263.0K | 0.01% | −300−2.1% | Reduced |
| Verition Fund Management LLC | 13,889 | $257.2K | 0.00% | +13,889 | New |
| Mirae Asset Global Investments Co., Ltd. | 13,062 | $241.9K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 12,769 | $236.0K | 0.00% | −1,075−7.8% | Reduced |
| CenterStar Asset Management, LLC | 12,300 | $228.1K | 0.69% | +12,300 | New |
| Maryland State Retirement & Pension System | 12,255 | $227.0K | 0.01% | −355−2.8% | Reduced |
| Eqis Capital Management, Inc. | 11,774 | $218.0K | 0.02% | −1,327−10.1% | Reduced |
| Manufacturers Life Insurance Company, The | 11,543 | $213.8K | 0.00% | −431−3.6% | Reduced |
| Price T Rowe Associates Inc | 11,142 | $207.0K | 0.00% | +3,252+41.2% | Added |
| Everence Capital Management Inc | 10,660 | $197.0K | 0.02% | +10,660 | New |
| Shell Asset Management Co | 9,841 | $182.0K | 0.01% | −35−0.4% | Reduced |
| Oregon Public Employees Retirement Fund | 9,825 | $182.0K | 0.00% | −335−3.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,325 | $172.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 9,077 | $168.1K | 0.01% | +3,598+65.7% | Added |
| Nisa Investment Advisors, LLC | 7,550 | $140.0K | 0.00% | −15−0.2% | Reduced |
| Simplex Trading, LLC | 7,153 | $132.0K | 0.01% | +7,153 | New |
| Dark Forest Capital Management LP | 6,918 | $128.1K | 0.03% | +6,918 | New |
| Point72 Middle East FZE | 6,849 | $126.8K | 0.01% | +3,531+106.4% | Added |
| The PNC Financial Services Group, Inc. | 5,262 | $97.5K | 0.00% | +2,963+128.9% | Added |
| FMR LLC | 5,130 | $95.0K | 0.00% | −592−10.3% | Reduced |
| Meeder Asset Management Inc | 5,053 | $93.6K | 0.01% | +4,872+2,691.7% | Added |
| Belvedere Trading LLC | 4,115 | $76.2K | 0.03% | +4,115 | New |
| Capital Impact Advisors, LLC | 3,709 | $68.7K | 0.08% | −5,264−58.7% | Reduced |
| Amundi | 3,904 | $65.7K | 0.00% | +3,904 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,789 | $51.7K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,673 | $49.5K | 0.00% | +2,348+722.5% | Added |
| KBC Group NV | 2,634 | $49.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,653 | $48.7K | 0.00% | +52+2.0% | Added |
| Royal Bank of Canada | 2,311 | $43.0K | 0.00% | −1,842−44.4% | Reduced |
| Ameritas Investment Partners, Inc. | 2,287 | $42.4K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 2,255 | $41.8K | 0.00% | −168,020−98.7% | Reduced |
| Tower Research Capital LLC (TRC) | 2,223 | $41.0K | 0.00% | +1,253+129.2% | Added |
| Metropolitan Life Insurance Co | 1,620 | $30.0K | 0.00% | −223−12.1% | Reduced |
| FinTrust Capital Advisors, LLC | 769 | $21.8K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 1,000 | $18.5K | 0.01% | +1,000 | New |
| US Bancorp | 965 | $17.9K | 0.00% | −20−2.0% | Reduced |
| Quarry LP | 781 | $14.5K | 0.01% | +781 | New |
| CWM, LLC | 762 | $14.0K | 0.00% | +681+840.7% | Added |
| Quantbot Technologies LP | 642 | $11.9K | 0.00% | −17,854−96.5% | Reduced |
| Fifth Third Bancorp | 536 | $9.93K | 0.00% | +514+2,336.4% | Added |
| Cutler Group LP | 533 | $9.00K | 0.00% | +533 | New |
| Riverview Trust Co | 468 | $8.67K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 235 | $7.00K | 0.00% | 00.0% | Unchanged |
| 7G Capital Management, LLC | 300 | $5.56K | 0.00% | +300 | New |
| Quadrant Capital Group LLC | 257 | $4.76K | 0.00% | −36−12.3% | Reduced |
| TCI Wealth Advisors, Inc. | 250 | $4.63K | 0.00% | −28−10.1% | Reduced |
| Covestor Ltd | 207 | $4.00K | 0.00% | +60+40.8% | Added |
| Steward Partners Investment Advisory, LLC | 200 | $3.70K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 199 | $3.69K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 154 | $2.85K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 137 | $2.54K | 0.00% | −12,189−98.9% | Reduced |
| Assetmark, Inc | 131 | $2.43K | 0.00% | −419−76.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 125 | $2.00K | 0.00% | +125 | New |
| Northwestern Mutual Wealth Management Co | 85 | $1.57K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 75 | $1.39K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 75 | $1.39K | 0.00% | +75 | New |
| Capital Advisors, Ltd. LLC | 70 | $1.00K | 0.00% | +70 | New |
| Farther Finance Advisors, LLC | 32 | $593 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $370 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 12 | $222 | 0.00% | +12 | New |
| Lazard Asset Management LLC | 11 | $0 | 0.00% | +5+83.3% | Added |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 19 | – | – | −9−32.1% | Reduced |
| Emerald Advisers, LLC | 0 | $0 | 0.00% | −566,076−100.0% | Sold out |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −489,004−100.0% | Sold out |
| Peregrine Capital Management LLC | 0 | $0 | 0.00% | −320,660−100.0% | Sold out |
| Kornitzer Capital Management Inc | 0 | $0 | 0.00% | −297,705−100.0% | Sold out |
| Phocas Financial Corp. | 0 | $0 | 0.00% | −196,082−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −152,826−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −149,336−100.0% | Sold out |
| Ambassador Advisors, LLC | 0 | $0 | 0.00% | −139,901−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −105,000−100.0% | Sold out |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −96,504−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −89,819−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −83,200−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −68,201−100.0% | Sold out |
| Ulysses Management LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Ziegler Capital Management, LLC | 0 | $0 | 0.00% | −32,713−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −31,117−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −26,149−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −25,588−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −20,828−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −20,175−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −18,513−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −18,303−100.0% | Sold out |
| Kula Investments, LLC | 0 | $0 | 0.00% | −17,422−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −16,795−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −16,500−100.0% | Sold out |