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Livermore
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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

Q2 2023 vs. Q1 2023

How the institutions holding Customers Bancorp, Inc. changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of CUBI: Q1 2023 compared with Q2 2023
MeasureQ1 2023Q2 2023Change
Holders174190+16
Shares25.9M25.7M−195.1K (−0.8%)
Value$481.4M$778.4M+$297.0M (+61.7%)

New holders (40)

Institutions that held Customers Bancorp, Inc. at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to CUBI in Q2 2023
InstitutionSharesValue% of portfolio
Wellington Management Group LLP1,656,298$50.1M0.01%
Great Lakes Advisors, LLC267,669$8.10M0.08%
Intrinsic Edge Capital Management LLC250,000$7.57M0.59%
Brandywine Global Investment Management, LLC81,940$2.48M0.02%
Jane Street Group, LLC75,058$2.27M0.00%
Emerald Mutual Fund Advisers Trust47,979$1.45M0.08%
Wakefield Asset Management LLLP38,623$1.17M0.47%
EJF Capital LLC38,200$1.16M0.53%
Denali Advisors LLC38,000$1.15M0.40%
Arrowstreet Capital, Limited Partnership32,346$979.0K0.00%
Alpha DNA Investment Management LLC29,469$891.7K0.51%
AE Wealth Management LLC24,277$734.6K0.00%
Franklin Resources Inc24,163$731.2K0.00%
Mach-1 Financial Group, Inc.20,844$630.7K0.25%
Corton Capital Inc.15,405$466.2K0.22%
Janney Montgomery Scott LLC14,530$440.0K0.00%
Truist Financial Corp13,840$418.8K0.00%
Exchange Traded Concepts, LLC12,502$378.3K0.01%
Quadrature Capital Ltd11,370$343.9K0.01%
Envestnet Asset Management Inc10,058$304.4K0.00%
First Wilshire Securities Management Inc9,900$300.0K0.10%
Centiva Capital, LP9,789$296.2K0.01%
LPL Financial LLC9,768$295.6K0.00%
Raymond James & Associates9,748$295.0K0.00%
Arizona State Retirement System8,433$255.2K0.00%
State Board of Administration of Florida Retirement System8,131$246.0K0.00%
Mercer Global Advisors Inc8,105$245.0K0.00%
Delphia (USA) Inc.7,943$240.4K0.38%
Raymond James Financial Services Advisors, Inc.7,671$232.1K0.00%
Harbor Advisors LLC7,000$211.8K0.05%
Impact Partnership Wealth, LLC3,158$95.6K0.03%
Coppell Advisory Solutions LLC1,820$56.3K0.02%
Macroview Investment Management LLC445$13.5K0.02%
First Horizon Advisors, Inc.397$12.0K0.00%
Glassman Wealth Services65$1.97K0.00%
Massmutual Trust Co FSB48$1.45K0.00%
Bessemer Group Inc46$1.00K0.00%
Carolinas Wealth Consulting LLC22$6530.00%
Rosenberg Matthew Hamilton5$1510.00%
Avion Wealth27$00.00%

Sold out (24)

Institutions that held Customers Bancorp, Inc. at the end of Q1 2023 and filed for Q2 2023 without it.

Institutions that sold out of CUBI in Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Newtyn Management, LLC625,000$11.6M
Basswood Capital Management, L.L.C.226,256$4.19M
First Trust Advisors LP139,121$2.58M
Jump Financial, LLC83,207$1.54M
Qube Research & Technologies Ltd76,104$1.41M
Gsa Capital Partners LLP71,668$1.33M
Squarepoint Ops LLC48,775$903.3K
Knights of Columbus Asset Advisors LLC38,554$714.0K
TD Asset Management Inc37,800$700.1K
Two Sigma Investments, LP29,019$537.4K
Walleye Capital LLC23,685$438.6K
Summit Global Investments14,300$265.0K
Verition Fund Management LLC13,889$257.2K
CenterStar Asset Management, LLC12,300$228.1K
Eqis Capital Management, Inc.11,774$218.0K
Point72 Middle East FZE6,849$126.8K
Meeder Asset Management Inc5,053$93.6K
Belpointe Asset Management LLC2,673$49.5K
Riverview Trust Co468$8.67K
TCI Wealth Advisors, Inc.250$4.63K
Carolina Wealth Advisors, LLC137$2.54K
FNY Investment Advisers, LLC125$2.00K
Capital Advisors, Ltd. LLC70$1.00K
Clear Street Markets LLC1$0