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 |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | −126−96.9% | Reduced |
| Avion Wealth | 27 | $0 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 5 | $172 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 14 | $424 | 0.00% | +14 | New |
| Parallel Advisors, LLC | 13 | $448 | 0.00% | −1,000−98.7% | Reduced |
| Farmers & Merchants Investments Inc | 20 | $689 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 20 | $824 | 0.00% | −2−9.1% | Reduced |
| Farther Finance Advisors, LLC | 44 | $1.52K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 40 | $1.59K | 0.00% | +10+33.3% | Added |
| Massmutual Trust Co FSB | 48 | $1.65K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 75 | $2.58K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 75 | $2.58K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 85 | $2.93K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 83 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 85 | $3.42K | 0.00% | +85 | New |
| Assetmark, Inc | 135 | $4.65K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 158 | $5.44K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 200 | $6.89K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 235 | $7.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 206 | $7.10K | 0.00% | +141+216.9% | Added |
| First Horizon Advisors, Inc. | 227 | $7.82K | 0.00% | −170−42.8% | Reduced |
| Versant Capital Management, Inc | 250 | $8.61K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 283 | $9.75K | 0.01% | −162−36.4% | Reduced |
| 7G Capital Management, LLC | 300 | $10.3K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 310 | $10.7K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 710 | $24.5K | 0.02% | −177−20.0% | Reduced |
| FinTrust Capital Advisors, LLC | 815 | $28.1K | 0.01% | +46+6.0% | Added |
| BluePath Capital Management, LLC | 899 | $31.0K | 0.03% | +899 | New |
| US Bancorp | 965 | $33.2K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 979 | $33.7K | 0.00% | +979 | New |
| Fifth Third Bancorp | 991 | $34.1K | 0.00% | +21+2.2% | Added |
| KBC Group NV | 1,295 | $45.0K | 0.00% | −1,055−44.9% | Reduced |
| Metropolitan Life Insurance Co | 1,620 | $55.8K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,938 | $66.8K | 0.00% | +1,938 | New |
| CWM, LLC | 2,203 | $76.0K | 0.00% | +109+5.2% | Added |
| Vestcor Inc | 2,239 | $77.0K | 0.00% | +2,239 | New |
| Counterpoint Mutual Funds LLC | 2,511 | $86.5K | 0.07% | +2,511 | New |
| Ameritas Investment Partners, Inc. | 2,844 | $98.0K | 0.00% | +557+24.4% | Added |
| Point72 Asset Management, L.P. | 2,919 | $100.6K | 0.00% | +2,919 | New |
| C M Bidwell & Associates Ltd | 3,265 | $112.5K | 0.09% | +3,265 | New |
| Amundi | 3,609 | $115.0K | 0.00% | −223−5.8% | Reduced |
| Tower Research Capital LLC (TRC) | 3,408 | $117.4K | 0.00% | +2,686+372.0% | Added |
| Impact Partnership Wealth, LLC | 3,419 | $117.8K | 0.04% | +261+8.3% | Added |
| Federated Hermes, Inc. | 3,558 | $122.6K | 0.00% | +3,546+29,550.0% | Added |
| Aquatic Capital Management LLC | 4,100 | $141.0K | 0.01% | +4,100 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,737 | $163.2K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 5,274 | $182.0K | 0.00% | +2,015+61.8% | Added |
| Advisor Group Holdings, Inc. | 5,989 | $206.3K | 0.00% | +2,800+87.8% | Added |
| STRS Ohio | 6,100 | $210.0K | 0.00% | −16,900−73.5% | Reduced |
| The PNC Financial Services Group, Inc. | 6,100 | $210.1K | 0.00% | −379−5.8% | Reduced |
| Harbor Advisors LLC | 7,000 | $241.2K | 0.05% | 00.0% | Unchanged |
| FMR LLC | 7,437 | $256.2K | 0.00% | −4−0.1% | Reduced |
| Nisa Investment Advisors, LLC | 7,732 | $266.4K | 0.00% | +15+0.2% | Added |
| Wells Fargo & Company | 7,757 | $267.2K | 0.00% | −6,408−45.2% | Reduced |
| DekaBank Deutsche Girozentrale | 8,451 | $270.0K | 0.00% | +8,451 | New |
| State Board of Administration of Florida Retirement System | 8,171 | $281.5K | 0.00% | +40+0.5% | Added |
| Prelude Capital Management, LLC | 8,213 | $282.9K | 0.03% | +8,213 | New |
| Keebeck Alpha, LP | 8,213 | $282.9K | 0.28% | +8,213 | New |
| Arcus Capital Partners, LLC | 8,321 | $286.7K | 0.09% | +8,321 | New |
| Oregon Public Employees Retirement Fund | 8,425 | $290.2K | 0.00% | −700−7.7% | Reduced |
| Arizona State Retirement System | 8,452 | $291.2K | 0.00% | +19+0.2% | Added |
| CWM Advisors, LLC | 8,770 | $302.1K | 0.04% | −1,604−15.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 8,796 | $303.0K | 0.00% | +1,125+14.7% | Added |
| Envestnet Asset Management Inc | 8,999 | $310.0K | 0.00% | −1,059−10.5% | Reduced |
| Cox Capital Mgt LLC | 9,180 | $316.3K | 0.22% | +9,180 | New |
| Raymond James & Associates | 9,356 | $322.3K | 0.00% | −392−4.0% | Reduced |
| Belvedere Trading LLC | 9,455 | $325.7K | 0.04% | +3,105+48.9% | Added |
| LPL Financial LLC | 9,805 | $337.8K | 0.00% | +37+0.4% | Added |
| Teachers Retirement System of the State of Kentucky | 9,860 | $339.0K | 0.00% | 00.0% | Unchanged |
| AXS Investments LLC | 9,845 | $339.2K | 0.09% | +9,845 | New |
| Corton Capital Inc. | 9,868 | $340.0K | 0.17% | −5,537−35.9% | Reduced |
| First Wilshire Securities Management Inc | 9,900 | $341.0K | 0.12% | 00.0% | Unchanged |
| XTX Topco Ltd | 10,122 | $348.7K | 0.06% | +10,122 | New |
| Maryland State Retirement & Pension System | 10,373 | $357.4K | 0.01% | −1,071−9.4% | Reduced |
| Numerai GP LLC | 10,528 | $362.7K | 0.12% | +10,528 | New |
| Everence Capital Management Inc | 10,660 | $367.0K | 0.03% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 11,045 | $380.5K | 0.01% | −1,457−11.7% | Reduced |
| Amalgamated Bank | 11,131 | $383.0K | 0.00% | −734−6.2% | Reduced |
| Winton Group Ltd | 11,434 | $393.9K | 0.03% | +11,434 | New |
| Verition Fund Management LLC | 11,499 | $396.1K | 0.01% | +11,499 | New |
| Truist Financial Corp | 11,517 | $396.8K | 0.00% | −2,323−16.8% | Reduced |
| Price T Rowe Associates Inc | 11,794 | $407.0K | 0.00% | +265+2.3% | Added |
| Dark Forest Capital Management LP | 12,453 | $429.0K | 0.04% | −8,398−40.3% | Reduced |
| Balyasny Asset Management LLC | 12,522 | $431.4K | 0.00% | +12,522 | New |
| First Hawaiian Bank | 12,960 | $446.5K | 0.02% | +12,960 | New |
| Mirae Asset Global Investments Co., Ltd. | 13,062 | $450.0K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 14,002 | $482.4K | 0.01% | −1,485−9.6% | Reduced |
| Mach-1 Financial Group, Inc. | 14,067 | $484.6K | 0.20% | −6,777−32.5% | Reduced |
| Manufacturers Life Insurance Company, The | 14,095 | $485.6K | 0.00% | +3,109+28.3% | Added |
| Louisiana State Employees Retirement System | 14,300 | $492.6K | 0.01% | −1,100−7.1% | Reduced |
| Janney Montgomery Scott LLC | 14,507 | $500.0K | 0.00% | −23−0.2% | Reduced |
| Deutsche Bank AG | 14,688 | $506.0K | 0.00% | −49,858−77.2% | Reduced |
| Quadrature Capital Ltd | 14,707 | $506.9K | 0.01% | +3,337+29.3% | Added |
| Comerica Bank | 14,765 | $508.6K | 0.00% | +14,765 | New |
| MetLife Investment Management | 14,786 | $509.4K | 0.00% | −1,764−10.7% | Reduced |
| American International Group, Inc. | 15,682 | $540.2K | 0.00% | +269+1.7% | Added |
| State of Wisconsin Investment Board | 15,736 | $542.1K | 0.00% | −14,536−48.0% | Reduced |
| Shell Asset Management Co | 15,823 | $545.0K | 0.02% | +6,037+61.7% | Added |