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, Q3 2023
Institutional positions in Customers Bancorp, Inc. as of Sep 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
- 210
- +20 vs. Q2 2023
- Shares held
- 25.5M
- −253.9K (−1.0%) vs. Q2 2023
- Total value
- $878.6M
- +$100.2M (+12.9%) vs. Q2 2023
- New holders
- 38
- 58 more added
- Sold out
- 18
- 80 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Customers Bancorp, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 4,418,331 | $152.2M | 0.00% | −49,340−1.1% | Reduced |
| Vanguard Group Inc | 2,154,297 | $74.2M | 0.00% | −12,651−0.6% | Reduced |
| Wellington Management Group LLP | 2,132,205 | $73.5M | 0.01% | +475,907+28.7% | Added |
| Dimensional Fund Advisors LP | 2,113,818 | $72.8M | 0.02% | −4,266−0.2% | Reduced |
| State Street Corp | 1,620,566 | $55.8M | 0.00% | −159,060−8.9% | Reduced |
| JPMorgan Chase & Co | 1,067,489 | $36.8M | 0.00% | +288,975+37.1% | Added |
| Morgan Stanley | 610,532 | $21.0M | 0.00% | +63,183+11.5% | Added |
| Jacobs Levy Equity Management, Inc | 592,420 | $20.4M | 0.12% | −6,067−1.0% | Reduced |
| Geode Capital Management, LLC | 582,035 | $20.1M | 0.00% | +9,411+1.6% | Added |
| Nuveen Asset Management, LLC | 474,338 | $16.3M | 0.01% | +93,166+24.4% | Added |
| Aristotle Capital Boston, LLC | 454,876 | $15.7M | 0.51% | −128,488−22.0% | Reduced |
| Toroso Investments, LLC | 389,246 | $13.4M | 0.41% | −92,998−19.3% | Reduced |
| Charles Schwab Investment Management Inc | 372,690 | $12.8M | 0.00% | +14,158+3.9% | Added |
| American Century Companies Inc | 364,767 | $12.6M | 0.01% | +46,347+14.6% | Added |
| LSV Asset Management | 364,500 | $12.6M | 0.03% | +26,331+7.8% | Added |
| Ameriprise Financial Inc | 359,751 | $12.4M | 0.00% | −79,067−18.0% | Reduced |
| Bank of New York Mellon Corp | 328,937 | $11.3M | 0.00% | −4,607−1.4% | Reduced |
| Northern Trust Corp | 315,877 | $10.9M | 0.00% | −4,414−1.4% | Reduced |
| Great Lakes Advisors, LLC | 293,234 | $10.1M | 0.09% | +25,565+9.6% | Added |
| Allspring Global Investments Holdings, LLC | 293,096 | $10.1M | 0.02% | +13,556+4.8% | Added |
| Goldman Sachs Group Inc | 269,913 | $9.30M | 0.00% | +10,679+4.1% | Added |
| Intrinsic Edge Capital Management LLC | 250,000 | $8.61M | 1.06% | 00.0% | Unchanged |
| Tieton Capital Management, LLC | 242,363 | $8.35M | 5.26% | −86,070−26.2% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 181,418 | $6.25M | 1.81% | +181,418 | New |
| Royce & Associates LP | 167,719 | $5.78M | 0.06% | −2,584−1.5% | Reduced |
| Prudential Financial Inc | 163,263 | $5.62M | 0.01% | −20,210−11.0% | Reduced |
| Renaissance Technologies LLC | 161,820 | $5.58M | 0.01% | +17,800+12.4% | Added |
| Kennedy Capital Management, Inc. | 155,360 | $5.35M | 0.13% | +5,355+3.6% | Added |
| Invesco Ltd. | 154,584 | $5.33M | 0.00% | −7,607−4.7% | Reduced |
| Principal Financial Group Inc | 152,298 | $5.25M | 0.00% | −14,904−8.9% | Reduced |
| Russell Investments Group, Ltd. | 123,080 | $4.24M | 0.01% | −4,207−3.3% | Reduced |
| D. E. Shaw & Co., Inc. | 118,076 | $4.07M | 0.01% | +29,002+32.6% | Added |
| Voloridge Investment Management, LLC | 108,563 | $3.74M | 0.02% | −46,695−30.1% | Reduced |
| Bank of America Corp | 103,278 | $3.56M | 0.00% | −6,071−5.6% | Reduced |
| Barclays PLC | 99,127 | $3.41M | 0.00% | −421−0.4% | Reduced |
| Bridgeway Capital Management, LLC | 95,783 | $3.30M | 0.08% | +16,192+20.3% | Added |
| Brandywine Global Investment Management, LLC | 95,078 | $3.28M | 0.03% | +13,138+16.0% | Added |
| Millennium Management LLC | 92,716 | $3.19M | 0.00% | +36,980+66.3% | Added |
| Assenagon Asset Management S.A. | 91,858 | $3.16M | 0.01% | −10,854−10.6% | Reduced |
| Alliancebernstein L.P. | 90,144 | $3.11M | 0.00% | +57,640+177.3% | Added |
| Rhumbline Advisers | 90,050 | $3.10M | 0.00% | −3,071−3.3% | Reduced |
| Denali Advisors LLC | 84,944 | $2.93M | 1.03% | +46,944+123.5% | Added |
| Legal & General Group Plc | 81,247 | $2.80M | 0.00% | −1,727−2.1% | Reduced |
| BNP Paribas Arbitrage, SA | 80,863 | $2.79M | 0.01% | +3,891+5.1% | Added |
| Hussman Strategic Advisors, Inc. | 77,500 | $2.67M | 0.51% | 00.0% | Unchanged |
| SEI Investments Co | 74,677 | $2.57M | 0.00% | −35,116−32.0% | Reduced |
| Algert Global LLC | 73,121 | $2.52M | 0.12% | −84,931−53.7% | Reduced |
| AQR Capital Management LLC | 70,512 | $2.43M | 0.01% | −40,007−36.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 67,087 | $2.31M | 0.04% | −196,753−74.6% | Reduced |
| Swiss National Bank | 65,400 | $2.25M | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 64,191 | $2.21M | 0.01% | −90,952−58.6% | Reduced |
| Quantedge Capital Pte Ltd | 63,300 | $2.18M | 1.19% | +63,300 | New |
| Rafferty Asset Management, LLC | 62,112 | $2.14M | 0.01% | −20,369−24.7% | Reduced |
| Cubist Systematic Strategies, LLC | 59,145 | $2.04M | 0.03% | +49,201+494.8% | Added |
| Pacific Ridge Capital Partners, LLC | 57,330 | $1.98M | 0.46% | −10,527−15.5% | Reduced |
| New York State Common Retirement Fund | 57,162 | $1.97M | 0.00% | +14,721+34.7% | Added |
| EJF Capital LLC | 53,200 | $1.83M | 0.81% | +15,000+39.3% | Added |
| Victory Capital Management Inc | 49,708 | $1.71M | 0.00% | +49,708 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 47,000 | $1.62M | 0.01% | +47,000 | New |
| Public Employees Retirement System of Ohio | 47,002 | $1.62M | 0.01% | +34+0.1% | Added |
| Great West Life Assurance Co | 46,555 | $1.60M | 0.00% | +1,098+2.4% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 45,735 | $1.58M | 1.30% | +45,735 | New |
| Mraz, Amerine & Associates, Inc. | 44,786 | $1.54M | 0.35% | −355−0.8% | Reduced |
| Citigroup Inc | 44,341 | $1.53M | 0.00% | −36,672−45.3% | Reduced |
| Virginia Retirement Systems Et Al | 42,700 | $1.47M | 0.01% | +200+0.5% | Added |
| HRT Financial LP | 41,944 | $1.44M | 0.01% | +15,651+59.5% | Added |
| Putnam Investments LLC | 39,900 | $1.37M | 0.00% | −343−0.9% | Reduced |
| First Trust Advisors LP | 39,473 | $1.36M | 0.00% | +39,473 | New |
| Citadel Advisors LLC | 38,743 | $1.33M | 0.00% | +37,889+4,436.7% | Added |
| New York State Teachers Retirement System | 38,471 | $1.32M | 0.00% | −1,166−2.9% | Reduced |
| UBS Asset Management Americas Inc | 38,223 | $1.32M | 0.00% | +1,962+5.4% | Added |
| Credit Suisse AG | 35,570 | $1.24M | 0.00% | +2,272+6.8% | Added |
| Macquarie Group Ltd | 35,600 | $1.23M | 0.00% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 34,808 | $1.20M | 0.01% | −17,333−33.2% | Reduced |
| Martingale Asset Management L P | 33,251 | $1.15M | 0.02% | −9,516−22.3% | Reduced |
| California State Teachers Retirement System | 32,541 | $1.12M | 0.00% | −1,295−3.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 30,326 | $1.04M | 0.00% | −2,020−6.2% | Reduced |
| Janus Henderson Group PLC | 30,181 | $1.04M | 0.00% | +585+2.0% | Added |
| Massachusetts Financial Services Co | 29,697 | $1.02M | 0.00% | +29,697 | New |
| Gsa Capital Partners LLP | 27,644 | $952.0K | 0.08% | +27,644 | New |
| UBS Group AG | 26,487 | $912.5K | 0.00% | +24,849+1,517.0% | Added |
| Voya Investment Management LLC | 26,266 | $904.9K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 25,482 | $877.9K | 0.06% | +12,836+101.5% | Added |
| Emerald Mutual Fund Advisers Trust | 24,098 | $830.2K | 0.05% | −23,881−49.8% | Reduced |
| Texas Permanent School Fund | 23,906 | $823.6K | 0.01% | −1,781−6.9% | Reduced |
| Walleye Capital LLC | 23,802 | $820.0K | 0.01% | +23,802 | New |
| Lazard Asset Management LLC | 22,965 | $791.0K | 0.00% | +5,198+29.3% | Added |
| Capital Impact Advisors, LLC | 22,761 | $784.1K | 1.31% | +17,707+350.4% | Added |
| Franklin Resources Inc | 22,440 | $773.1K | 0.00% | −1,723−7.1% | Reduced |
| Susquehanna International Group, LLP | 21,032 | $724.6K | 0.00% | −4,825−18.7% | Reduced |
| Wakefield Asset Management LLLP | 20,061 | $691.1K | 0.31% | −18,562−48.1% | Reduced |
| SRN Advisors, LLC | 20,017 | $689.6K | 0.68% | −22,936−53.4% | Reduced |
| SummerHaven Investment Management, LLC | 19,997 | $688.9K | 0.51% | +3,273+19.6% | Added |
| Affinity Investment Advisors, LLC | 19,666 | $677.5K | 0.44% | +19,666 | New |
| Baldwin Investment Management, LLC | 19,377 | $667.5K | 0.11% | −15,000−43.6% | Reduced |
| Pathstone Family Office, LLC | 19,169 | $660.4K | 0.01% | +19,169 | New |
| Ensign Peak Advisors, Inc | 19,154 | $659.9K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,828 | $648.6K | 0.01% | −14,377−43.3% | Reduced |
| AE Wealth Management LLC | 17,790 | $612.9K | 0.00% | −6,487−26.7% | Reduced |
| Illinois Municipal Retirement Fund | 17,726 | $611.0K | 0.01% | +17,726 | New |