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, Q4 2023
Institutional positions in Customers Bancorp, Inc. as of Dec 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
- 256
- +48 vs. Q3 2023
- Shares held
- 27.1M
- +1.64M (+6.5%) vs. Q3 2023
- Total value
- $1.56B
- +$682.9M (+77.9%) vs. Q3 2023
- New holders
- 67
- 59 more added
- Sold out
- 19
- 96 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Customers Bancorp, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | −1−25.0% | Reduced |
| Parkside Financial Bank & Trust | 4 | $231 | 0.00% | −154−97.5% | Reduced |
| Rosenberg Matthew Hamilton | 5 | $288 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 5 | $289 | 0.00% | +5 | New |
| Abich Financial Wealth Management LLC | 7 | $403 | 0.00% | +7 | New |
| C M Bidwell & Associates Ltd | 8 | $461 | 0.00% | −3,257−99.8% | Reduced |
| Parallel Advisors, LLC | 13 | $749 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 14 | $807 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $1.15K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 20 | $1.18K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 28 | $1.61K | 0.00% | +28 | New |
| Avion Wealth | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 37 | $2.13K | 0.00% | +37 | New |
| Sofos Investments, Inc. | 39 | $2.24K | 0.00% | −1−2.5% | Reduced |
| Massmutual Trust Co FSB | 48 | $2.77K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 46 | $3.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 75 | $3.88K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 71 | $4.09K | 0.00% | +71 | New |
| Signaturefd, LLC | 75 | $4.32K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 83 | $4.78K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 83 | $4.78K | 0.00% | +83 | New |
| Bokf, NA | 85 | $4.90K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 85 | $4.90K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 104 | $6.00K | 0.00% | −66,983−99.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 160 | $9.22K | 0.00% | +160 | New |
| Fortitude Family Office, LLC | 164 | $9.45K | 0.01% | +164 | New |
| Steward Partners Investment Advisory, LLC | 200 | $11.5K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 204 | $11.8K | 0.00% | −2−1.0% | Reduced |
| Macroview Investment Management LLC | 205 | $11.8K | 0.01% | −78−27.6% | Reduced |
| West Tower Group, LLC | 206 | $11.9K | 0.02% | +206 | New |
| First Horizon Advisors, Inc. | 227 | $13.1K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 227 | $13.1K | 0.00% | +227 | New |
| GWM Advisors LLC | 246 | $14.2K | 0.00% | +246 | New |
| Versant Capital Management, Inc | 250 | $14.4K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 305 | $17.6K | 0.00% | +170+125.9% | Added |
| Quadrant Capital Group LLC | 310 | $17.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 390 | $22.5K | 0.01% | −320−45.1% | Reduced |
| Cutler Group LP | 400 | $23.0K | 0.00% | +400 | New |
| Farther Finance Advisors, LLC | 411 | $23.7K | 0.00% | +367+834.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 421 | $24.0K | 0.00% | +421 | New |
| FinTrust Capital Advisors, LLC | 815 | $47.0K | 0.01% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 828 | $47.7K | 0.01% | +828 | New |
| Fifth Third Bancorp | 907 | $52.3K | 0.00% | −84−8.5% | Reduced |
| Coppell Advisory Solutions LLC | 1,126 | $64.9K | 0.01% | +1,126 | New |
| KBC Group NV | 1,136 | $65.0K | 0.00% | −159−12.3% | Reduced |
| Impact Partnership Wealth, LLC | 1,203 | $69.3K | 0.03% | −2,216−64.8% | Reduced |
| GAMMA Investing LLC | 1,454 | $77.7K | 0.02% | +1,454 | New |
| Metropolitan Life Insurance Co | 1,620 | $93.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,930 | $111.0K | 0.00% | −273−12.4% | Reduced |
| Ameritas Investment Partners, Inc. | 2,844 | $163.9K | 0.01% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 2,900 | $167.1K | 0.00% | −19−0.7% | Reduced |
| Hanseatic Management Services Inc | 3,176 | $183.0K | 0.32% | +3,176 | New |
| Arcus Capital Partners, LLC | 3,178 | $183.1K | 0.06% | −5,143−61.8% | Reduced |
| Vestcor Inc | 3,333 | $192.0K | 0.01% | +1,094+48.9% | Added |
| Aigen Investment Management, LP | 3,625 | $208.9K | 0.04% | +3,625 | New |
| Pictet Asset Management Holding SA | 3,748 | $216.0K | 0.00% | +3,748 | New |
| Bank of Montreal | 3,652 | $217.5K | 0.00% | +3,652 | New |
| Coldstream Capital Management Inc | 3,785 | $218.1K | 0.01% | +3,785 | New |
| Oracle Alpha Inc. | 3,860 | $222.4K | 0.29% | +3,860 | New |
| Axq Capital, LP | 4,000 | $230.5K | 0.06% | +4,000 | New |
| Cookson Peirce & Co Inc | 4,068 | $234.0K | 0.01% | +4,068 | New |
| Versor Investments LP | 4,098 | $236.1K | 0.05% | +4,098 | New |
| Mackenzie Financial Corp | 4,133 | $238.1K | 0.00% | +4,133 | New |
| UBS Group AG | 4,199 | $241.9K | 0.00% | −22,288−84.1% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 4,311 | $248.4K | 0.00% | +4,311 | New |
| Mariner, LLC | 4,415 | $254.4K | 0.00% | +4,415 | New |
| Fox Run Management, L.L.C. | 4,800 | $276.6K | 0.07% | +4,800 | New |
| Captrust Financial Advisors | 4,896 | $282.1K | 0.00% | +4,896 | New |
| Mutual of America Capital Management LLC | 4,948 | $285.1K | 0.00% | +4,948 | New |
| Y-Intercept (Hong Kong) Ltd | 5,032 | $289.9K | 0.03% | −12,314−71.0% | Reduced |
| ProShare Advisors LLC | 5,365 | $309.1K | 0.00% | +5,365 | New |
| Quest Partners LLC | 5,415 | $312.0K | 0.07% | +5,415 | New |
| Sageworth Trust Co | 5,452 | $314.1K | 0.02% | +5,452 | New |
| Vontobel Holding Ltd. | 5,456 | $314.4K | 0.00% | +5,456 | New |
| The PNC Financial Services Group, Inc. | 5,557 | $320.2K | 0.00% | −543−8.9% | Reduced |
| DekaBank Deutsche Girozentrale | 5,455 | $322.0K | 0.00% | −2,996−35.5% | Reduced |
| Occudo Quantitative Strategies LP | 5,757 | $331.7K | 0.05% | +5,757 | New |
| Point72 Middle East FZE | 5,771 | $332.5K | 0.02% | +5,771 | New |
| Advisor Group Holdings, Inc. | 5,929 | $341.6K | 0.00% | −60−1.0% | Reduced |
| STRS Ohio | 6,100 | $351.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,101 | $351.5K | 0.00% | −12,727−67.6% | Reduced |
| Winton Group Ltd | 6,388 | $368.1K | 0.03% | −5,046−44.1% | Reduced |
| CWM Advisors, LLC | 6,598 | $380.2K | 0.04% | −2,172−24.8% | Reduced |
| Wolverine Trading, LLC | 6,753 | $389.1K | 0.00% | +6,753 | New |
| Verition Fund Management LLC | 6,961 | $401.1K | 0.00% | −4,538−39.5% | Reduced |
| Harbor Advisors LLC | 7,000 | $403.3K | 0.08% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 7,011 | $404.0K | 0.00% | +7,011 | New |
| Nisa Investment Advisors, LLC | 7,152 | $412.1K | 0.00% | −580−7.5% | Reduced |
| Exchange Traded Concepts, LLC | 7,378 | $425.1K | 0.01% | −3,667−33.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,381 | $425.3K | 0.00% | +2,644+55.8% | Added |
| FMR LLC | 7,547 | $434.9K | 0.00% | +110+1.5% | Added |
| Cambria Investment Management, L.P. | 7,647 | $440.6K | 0.03% | +7,647 | New |
| Pathstone Holdings, LLC | 7,789 | $448.8K | 0.00% | +7,789 | New |
| Teza Capital Management LLC | 7,899 | $455.1K | 0.08% | +7,899 | New |
| Mach-1 Financial Group, Inc. | 8,154 | $469.8K | 0.18% | −5,913−42.0% | Reduced |
| State Board of Administration of Florida Retirement System | 8,171 | $470.8K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 8,219 | $473.6K | 0.00% | −7,517−47.8% | Reduced |
| Group One Trading, L.P. | 8,265 | $476.2K | 0.01% | +7,286+744.2% | Added |
| Oregon Public Employees Retirement Fund | 8,277 | $476.9K | 0.01% | −148−1.8% | Reduced |