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 |
|---|---|---|---|---|---|
| Algert Global LLC | 77,604 | $4.47M | 0.18% | +4,483+6.1% | Added |
| EAM Global Investors LLC | 78,116 | $4.50M | 1.09% | +78,116 | New |
| Millennium Management LLC | 81,564 | $4.70M | 0.00% | −11,152−12.0% | Reduced |
| Legal & General Group Plc | 81,576 | $4.70M | 0.00% | +329+0.4% | Added |
| Voloridge Investment Management, LLC | 81,586 | $4.70M | 0.02% | −26,977−24.8% | Reduced |
| Rhumbline Advisers | 84,112 | $4.85M | 0.01% | −5,938−6.6% | Reduced |
| Denali Advisors LLC | 84,944 | $4.89M | 1.50% | 00.0% | Unchanged |
| First Trust Advisors LP | 85,577 | $4.93M | 0.01% | +46,104+116.8% | Added |
| Brandywine Global Investment Management, LLC | 86,132 | $4.96M | 0.04% | −8,946−9.4% | Reduced |
| Barclays PLC | 88,471 | $5.10M | 0.00% | −10,656−10.7% | Reduced |
| Quantedge Capital Pte Ltd | 89,200 | $5.14M | 2.51% | +25,900+40.9% | Added |
| Alliancebernstein L.P. | 90,234 | $5.20M | 0.00% | +90+0.1% | Added |
| Jefferies Financial Group Inc. | 94,860 | $5.47M | 0.09% | +94,860 | New |
| Bridgeway Capital Management, LLC | 97,319 | $5.61M | 0.12% | +1,536+1.6% | Added |
| Crawford Fund Management, LLC | 100,924 | $5.82M | 4.90% | +100,924 | New |
| National Philanthropic Trust | 103,200 | $5.95M | 0.16% | +103,200 | New |
| Arrowstreet Capital, Limited Partnership | 103,480 | $5.96M | 0.01% | +73,154+241.2% | Added |
| SEI Investments Co | 104,733 | $6.03M | 0.01% | +30,056+40.2% | Added |
| Russell Investments Group, Ltd. | 111,643 | $6.43M | 0.01% | −11,437−9.3% | Reduced |
| Citadel Advisors LLC | 131,639 | $7.59M | 0.01% | +92,896+239.8% | Added |
| Deutsche Bank AG | 137,643 | $7.93M | 0.00% | +122,955+837.1% | Added |
| Federated Hermes, Inc. | 138,196 | $7.96M | 0.02% | +134,638+3,784.1% | Added |
| Prudential Financial Inc | 139,893 | $8.06M | 0.01% | −23,370−14.3% | Reduced |
| Bank of America Corp | 141,871 | $8.17M | 0.00% | +38,593+37.4% | Added |
| Principal Financial Group Inc | 147,410 | $8.49M | 0.01% | −4,888−3.2% | Reduced |
| Kennedy Capital Management, Inc. | 152,221 | $8.77M | 0.19% | −3,139−2.0% | Reduced |
| Assenagon Asset Management S.A. | 183,169 | $10.6M | 0.03% | +91,311+99.4% | Added |
| D. E. Shaw & Co., Inc. | 188,570 | $10.9M | 0.02% | +70,494+59.7% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 203,181 | $11.7M | 2.90% | +21,763+12.0% | Added |
| Tieton Capital Management, LLC | 238,648 | $13.8M | 7.75% | −3,715−1.5% | Reduced |
| Goldman Sachs Group Inc | 248,174 | $14.3M | 0.00% | −21,739−8.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 254,800 | $14.7M | 0.02% | −38,296−13.1% | Reduced |
| Royce & Associates LP | 273,180 | $15.7M | 0.15% | +105,461+62.9% | Added |
| Access Investment Management LLC | 281,055 | $16.2M | 6.04% | +281,055 | New |
| Bank of New York Mellon Corp | 286,444 | $16.5M | 0.00% | −42,493−12.9% | Reduced |
| Hood River Capital Management LLC | 287,680 | $16.6M | 0.46% | +287,680 | New |
| Great Lakes Advisors, LLC | 290,585 | $16.7M | 0.16% | −2,649−0.9% | Reduced |
| Ameriprise Financial Inc | 292,774 | $16.9M | 0.01% | −66,977−18.6% | Reduced |
| Northern Trust Corp | 317,566 | $18.3M | 0.00% | +1,689+0.5% | Added |
| Invesco Ltd. | 340,394 | $19.6M | 0.00% | +185,810+120.2% | Added |
| LSV Asset Management | 353,400 | $20.4M | 0.04% | −11,100−3.0% | Reduced |
| Charles Schwab Investment Management Inc | 407,920 | $23.5M | 0.01% | +35,230+9.5% | Added |
| Toroso Investments, LLC | 449,540 | $25.9M | 0.62% | +60,294+15.5% | Added |
| Aristotle Capital Boston, LLC | 455,475 | $26.2M | 0.80% | +599+0.1% | Added |
| American Century Companies Inc | 461,158 | $26.6M | 0.02% | +96,391+26.4% | Added |
| Jacobs Levy Equity Management, Inc | 461,514 | $26.6M | 0.13% | −130,906−22.1% | Reduced |
| Nuveen Asset Management, LLC | 527,420 | $30.4M | 0.01% | +53,082+11.2% | Added |
| Geode Capital Management, LLC | 607,259 | $35.0M | 0.00% | +25,224+4.3% | Added |
| Morgan Stanley | 608,753 | $35.1M | 0.00% | −1,779−0.3% | Reduced |
| Driehaus Capital Management LLC | 686,143 | $39.5M | 0.48% | +686,143 | New |
| JPMorgan Chase & Co | 687,943 | $39.6M | 0.00% | −379,546−35.6% | Reduced |
| State Street Corp | 1,486,344 | $85.6M | 0.00% | −134,222−8.3% | Reduced |
| Wellington Management Group LLP | 1,715,054 | $98.8M | 0.02% | −417,151−19.6% | Reduced |
| Vanguard Group Inc | 2,075,266 | $119.6M | 0.00% | −79,031−3.7% | Reduced |
| Dimensional Fund Advisors LP | 2,153,952 | $124.1M | 0.04% | +40,134+1.9% | Added |
| BlackRock Inc. | 4,559,798 | $262.7M | 0.01% | +141,467+3.2% | Added |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −161,820−100.0% | Sold out |
| Capital Impact Advisors, LLC | 0 | $0 | 0.00% | −22,761−100.0% | Sold out |
| Baldwin Investment Management, LLC | 0 | $0 | 0.00% | −19,377−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −17,609−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −12,522−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −12,453−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −10,122−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −9,845−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −9,455−100.0% | Sold out |
| Cox Capital Mgt LLC | 0 | $0 | 0.00% | −9,180−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −8,213−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −8,213−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −2,511−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −1,938−100.0% | Sold out |
| BluePath Capital Management, LLC | 0 | $0 | 0.00% | −899−100.0% | Sold out |
| 7G Capital Management, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |