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, Q2 2023
Institutional positions in Customers Bancorp, Inc. as of Jun 30, 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
- 190
- +16 vs. Q1 2023
- Shares held
- 25.7M
- −195.1K (−0.8%) vs. Q1 2023
- Total value
- $778.4M
- +$297.0M (+61.7%) vs. Q1 2023
- New holders
- 40
- 57 more added
- Sold out
- 24
- 67 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Customers Bancorp, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 27 | $0 | 0.00% | +27 | New |
| Rosenberg Matthew Hamilton | 5 | $151 | 0.00% | +5 | New |
| Federated Hermes, Inc. | 12 | $363 | 0.00% | −670,843−100.0% | Reduced |
| Sofos Investments, Inc. | 30 | $596 | 0.00% | +11+57.9% | Added |
| Farmers & Merchants Investments Inc | 20 | $605 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 22 | $653 | 0.00% | +22 | New |
| Bessemer Group Inc | 46 | $1.00K | 0.00% | +46 | New |
| Farther Finance Advisors, LLC | 44 | $1.33K | 0.00% | +12+37.5% | Added |
| Massmutual Trust Co FSB | 48 | $1.45K | 0.00% | +48 | New |
| Glassman Wealth Services | 65 | $1.97K | 0.00% | +65 | New |
| Signaturefd, LLC | 75 | $2.27K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 75 | $2.27K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 85 | $2.57K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 83 | $3.00K | 0.00% | −24,621−99.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 235 | $4.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 130 | $4.00K | 0.00% | −77−37.2% | Reduced |
| Assetmark, Inc | 135 | $4.08K | 0.00% | +4+3.1% | Added |
| Parkside Financial Bank & Trust | 158 | $4.78K | 0.00% | +4+2.6% | Added |
| Steward Partners Investment Advisory, LLC | 200 | $6.05K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 250 | $7.57K | 0.00% | +51+25.6% | Added |
| 7G Capital Management, LLC | 300 | $9.08K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 310 | $9.38K | 0.00% | +53+20.6% | Added |
| First Horizon Advisors, Inc. | 397 | $12.0K | 0.00% | +397 | New |
| Macroview Investment Management LLC | 445 | $13.5K | 0.02% | +445 | New |
| FinTrust Capital Advisors, LLC | 769 | $21.8K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 722 | $21.8K | 0.00% | −1,501−67.5% | Reduced |
| Citadel Advisors LLC | 854 | $25.8K | 0.00% | −1,401−62.1% | Reduced |
| Quarry LP | 887 | $26.8K | 0.02% | +106+13.6% | Added |
| US Bancorp | 965 | $29.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 970 | $29.4K | 0.00% | +434+81.0% | Added |
| Ridgewood Investments LLC | 1,000 | $30.3K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,013 | $30.7K | 0.00% | +1,001+8,341.7% | Added |
| Simplex Trading, LLC | 1,312 | $39.0K | 0.00% | −5,841−81.7% | Reduced |
| Metropolitan Life Insurance Co | 1,620 | $49.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,638 | $49.6K | 0.00% | −24,655−93.8% | Reduced |
| Coppell Advisory Solutions LLC | 1,820 | $56.3K | 0.02% | +1,820 | New |
| CWM, LLC | 2,094 | $63.0K | 0.00% | +1,332+174.8% | Added |
| Ameritas Investment Partners, Inc. | 2,287 | $69.2K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,350 | $71.0K | 0.00% | −284−10.8% | Reduced |
| Cutler Group LP | 3,051 | $92.0K | 0.02% | +2,518+472.4% | Added |
| Impact Partnership Wealth, LLC | 3,158 | $95.6K | 0.03% | +3,158 | New |
| Advisor Group Holdings, Inc. | 3,189 | $97.5K | 0.00% | +536+20.2% | Added |
| Royal Bank of Canada | 3,259 | $98.0K | 0.00% | +948+41.0% | Added |
| Amundi | 3,832 | $118.5K | 0.00% | −72−1.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,737 | $143.3K | 0.00% | +1,948+69.8% | Added |
| Capital Impact Advisors, LLC | 5,054 | $152.9K | 0.17% | +1,345+36.3% | Added |
| Belvedere Trading LLC | 6,350 | $192.2K | 0.06% | +2,235+54.3% | Added |
| The PNC Financial Services Group, Inc. | 6,479 | $196.1K | 0.00% | +1,217+23.1% | Added |
| Harbor Advisors LLC | 7,000 | $211.8K | 0.05% | +7,000 | New |
| FMR LLC | 7,441 | $225.2K | 0.00% | +2,311+45.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 7,671 | $232.1K | 0.00% | +7,671 | New |
| Nisa Investment Advisors, LLC | 7,717 | $233.5K | 0.00% | +167+2.2% | Added |
| Delphia (USA) Inc. | 7,943 | $240.4K | 0.38% | +7,943 | New |
| Everence Capital Management Inc | 10,660 | $245.0K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 8,105 | $245.0K | 0.00% | +8,105 | New |
| State Board of Administration of Florida Retirement System | 8,131 | $246.0K | 0.00% | +8,131 | New |
| Arizona State Retirement System | 8,433 | $255.2K | 0.00% | +8,433 | New |
| Sageworth Trust Co | 9,077 | $274.7K | 0.02% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 9,125 | $276.1K | 0.00% | −700−7.1% | Reduced |
| SG Americas Securities, LLC | 9,283 | $281.0K | 0.00% | −5,505−37.2% | Reduced |
| Raymond James & Associates | 9,748 | $295.0K | 0.00% | +9,748 | New |
| LPL Financial LLC | 9,768 | $295.6K | 0.00% | +9,768 | New |
| Shell Asset Management Co | 9,786 | $296.0K | 0.01% | −55−0.6% | Reduced |
| Centiva Capital, LP | 9,789 | $296.2K | 0.01% | +9,789 | New |
| Teachers Retirement System of the State of Kentucky | 9,860 | $299.0K | 0.00% | +535+5.7% | Added |
| Allianz Asset Management GmbH | 9,900 | $299.6K | 0.00% | −8,400−45.9% | Reduced |
| First Wilshire Securities Management Inc | 9,900 | $300.0K | 0.10% | +9,900 | New |
| Cubist Systematic Strategies, LLC | 9,944 | $300.9K | 0.00% | −60,549−85.9% | Reduced |
| Envestnet Asset Management Inc | 10,058 | $304.4K | 0.00% | +10,058 | New |
| CWM Advisors, LLC | 10,374 | $313.9K | 0.04% | −4,375−29.7% | Reduced |
| Manufacturers Life Insurance Company, The | 10,986 | $332.4K | 0.00% | −557−4.8% | Reduced |
| Quadrature Capital Ltd | 11,370 | $343.9K | 0.01% | +11,370 | New |
| Maryland State Retirement & Pension System | 11,444 | $346.3K | 0.01% | −811−6.6% | Reduced |
| Price T Rowe Associates Inc | 11,529 | $349.0K | 0.00% | +387+3.5% | Added |
| Amalgamated Bank | 11,865 | $359.0K | 0.00% | −904−7.1% | Reduced |
| Exchange Traded Concepts, LLC | 12,502 | $378.3K | 0.01% | +12,502 | New |
| Quantbot Technologies LP | 12,646 | $382.7K | 0.03% | +12,004+1,869.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 13,062 | $395.3K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 13,840 | $418.8K | 0.00% | +13,840 | New |
| Tudor Investment Corp Et Al | 13,889 | $420.3K | 0.01% | −61,271−81.5% | Reduced |
| Wells Fargo & Company | 14,165 | $428.6K | 0.00% | −1,328−8.6% | Reduced |
| Janney Montgomery Scott LLC | 14,530 | $440.0K | 0.00% | +14,530 | New |
| Louisiana State Employees Retirement System | 15,400 | $466.0K | 0.01% | +1,200+8.5% | Added |
| Corton Capital Inc. | 15,405 | $466.2K | 0.22% | +15,405 | New |
| American International Group, Inc. | 15,413 | $466.4K | 0.00% | −1,246−7.5% | Reduced |
| Yousif Capital Management, LLC | 15,487 | $468.6K | 0.01% | −1,715−10.0% | Reduced |
| Veritable, L.P. | 15,675 | $474.3K | 0.01% | −40−0.3% | Reduced |
| MetLife Investment Management | 16,550 | $500.8K | 0.00% | 00.0% | Unchanged |
| SummerHaven Investment Management, LLC | 16,724 | $506.1K | 0.32% | −6,427−27.8% | Reduced |
| Man Group plc | 17,024 | $515.1K | 0.00% | – | – |
| Pinnacle Holdings, LLC | 17,705 | $535.8K | 0.24% | +90+0.5% | Added |
| Lazard Asset Management LLC | 17,767 | $537.0K | 0.00% | +17,756+161,418.2% | Added |
| State of Tennessee, Treasury Department | 18,270 | $552.9K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 19,154 | $579.6K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 19,328 | $584.0K | 0.01% | −1,512−7.3% | Reduced |
| HSBC Holdings PLC | 19,819 | $606.9K | 0.00% | −11,464−36.6% | Reduced |
| Mach-1 Financial Group, Inc. | 20,844 | $630.7K | 0.25% | +20,844 | New |
| Dark Forest Capital Management LP | 20,851 | $631.0K | 0.07% | +13,933+201.4% | Added |
| UBS Asset Management Americas Inc | 36,261 | $671.6K | 0.00% | 00.0% | Unchanged |