Skip to main content

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.

Institutional holdersQ4 2023: 256 institutions
Q1 2021: 173 institutionsQ2 2021: 195 institutionsQ3 2021: 207 institutionsQ4 2021: 222 institutionsQ1 2022: 232 institutionsQ2 2022: 212 institutionsQ3 2022: 206 institutionsQ4 2022: 209 institutionsQ1 2023: 174 institutionsQ2 2023: 190 institutionsQ3 2023: 210 institutionsQ4 2023: 256 institutionsQ1 2024: 242 institutionsQ2 2024: 224 institutionsQ3 2024: 240 institutionsQ4 2024: 239 institutionsQ1 2025: 239 institutionsQ2 2025: 241 institutionsQ3 2025: 265 institutionsQ4 2025: 284 institutionsQ1 2026: 282 institutionsQ2 2026: 298 institutions
Value heldQ4 2023: $1.56B
Q1 2021: $776.6MQ2 2021: $1.01BQ3 2021: $1.12BQ4 2021: $1.81BQ1 2022: $1.49BQ2 2022: $943.4MQ3 2022: $810.4MQ4 2022: $771.4MQ1 2023: $481.4MQ2 2023: $778.4MQ3 2023: $878.6MQ4 2023: $1.56BQ1 2024: $1.45BQ2 2024: $1.37BQ3 2024: $1.32BQ4 2024: $1.35BQ1 2025: $1.43BQ2 2025: $1.66BQ3 2025: $2.02BQ4 2025: $2.34BQ1 2026: $2.34BQ2 2026: $2.66B
Institutions holding CUBI and their total value by quarter
QuarterHoldersValue
Q2 2026298$2.66B
Q1 2026282$2.34B
Q4 2025284$2.34B
Q3 2025265$2.02B
Q2 2025241$1.66B
Q1 2025239$1.43B
Q4 2024239$1.35B
Q3 2024240$1.32B
Q2 2024224$1.37B
Q1 2024242$1.45B
Q4 2023256$1.56B
Q3 2023210$878.6M
Q2 2023190$778.4M
Q1 2023174$481.4M
Q4 2022209$771.4M
Q3 2022206$810.4M
Q2 2022212$943.4M
Q1 2022232$1.49B
Q4 2021222$1.81B
Q3 2021207$1.12B
Q2 2021195$1.01B
Q1 2021173$776.6M

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Customers Bancorp, Inc.; share changes are against Q3 2023.

Institutions holding CUBI in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Wakefield Asset Management LLLP21,920$1.26M0.47%+1,859+9.3%Added
Cornercap Investment Counsel Inc21,755$1.25M0.21%+21,755New
Tower Research Capital LLC (TRC)21,344$1.23M0.02%+17,936+526.3%Added
O'Shaughnessy Asset Management, LLC21,178$1.22M0.02%+3,583+20.4%Added
Marshall Wace, LLP20,273$1.17M0.00%+20,273New
SummerHaven Investment Management, LLC20,202$1.16M0.75%+205+1.0%Added
HRT Financial LP20,001$1.15M0.01%−21,943−52.3%Reduced
Semanteon Capital Management, LP19,701$1.14M0.77%+19,701New
Ensign Peak Advisors, Inc19,154$1.10M0.00%00.0%Unchanged
Numerai GP LLC18,250$1.05M0.37%+7,722+73.3%Added
Empowered Funds, LLC17,728$1.02M0.03%+1,536+9.5%Added
Pinnacle Holdings, LLC17,705$1.02M0.42%00.0%Unchanged
State of Alaska, Department of Revenue17,413$1.00M0.01%−121−0.7%Reduced
Walleye Capital LLC17,281$995.7K0.01%−6,521−27.4%Reduced
Gsa Capital Partners LLP16,887$973.0K0.08%−10,757−38.9%Reduced
Emerald Mutual Fund Advisers Trust16,849$970.8K0.05%−7,249−30.1%Reduced
Quantbot Technologies LP16,184$932.5K0.05%−9,298−36.5%Reduced
Yousif Capital Management, LLC15,582$897.8K0.01%+1,580+11.3%Added
American International Group, Inc.15,559$896.5K0.00%−123−0.8%Reduced
Illinois Municipal Retirement Fund15,328$883.0K0.01%−2,398−13.5%Reduced
Teacher Retirement System of Texas14,958$862.0K0.01%+14,958New
AE Wealth Management LLC15,736$856.5K0.00%−2,054−11.5%Reduced
MetLife Investment Management14,786$852.0K0.01%00.0%Unchanged
Comerica Bank14,738$849.2K0.00%−27−0.2%Reduced
Engineers Gate Manager LP14,553$838.5K0.02%+14,553New
Manufacturers Life Insurance Company, The14,259$821.6K0.00%+164+1.2%Added
Louisiana State Employees Retirement System14,100$812.4K0.02%−200−1.4%Reduced
Canada Pension Plan Investment Board13,989$806.0K0.00%+13,989New
Bailard, Inc.13,900$800.9K0.02%+13,900New
Lazard Asset Management LLC13,295$765.0K0.00%−9,670−42.1%Reduced
Janney Montgomery Scott LLC13,190$760.0K0.00%−1,317−9.1%Reduced
Mirae Asset Global Investments Co., Ltd.13,062$752.6K0.00%00.0%Unchanged
State of Tennessee, Treasury Department12,932$745.1K0.00%−3,452−21.1%Reduced
Price T Rowe Associates Inc12,546$723.0K0.00%+752+6.4%Added
Shell Asset Management Co12,173$701.0K0.03%−3,650−23.1%Reduced
Affinity Investment Advisors, LLC11,426$658.4K0.45%−8,240−41.9%Reduced
US Bancorp11,230$647.1K0.00%+10,265+1,063.7%Added
Truist Financial Corp11,156$642.8K0.00%−361−3.1%Reduced
First Hawaiian Bank11,130$641.3K0.02%−1,830−14.1%Reduced
Amalgamated Bank10,808$623.0K0.00%−323−2.9%Reduced
Virtue Capital Management, LLC12,075$620.8K0.13%+12,075New
Aquatic Capital Management LLC10,700$617.0K0.02%+6,600+161.0%Added
Everence Capital Management Inc10,660$614.0K0.04%00.0%Unchanged
Quadrature Capital Ltd10,508$604.9K0.01%−4,199−28.6%Reduced
Maryland State Retirement & Pension System10,373$597.7K0.01%00.0%Unchanged
Bayesian Capital Management, LP10,131$583.7K0.06%+10,131New
First Wilshire Securities Management Inc9,900$570.0K0.18%00.0%Unchanged
Teachers Retirement System of the State of Kentucky9,860$569.0K0.01%00.0%Unchanged
ExodusPoint Capital Management, LP9,827$566.0K0.01%+9,827New
Royal Bank of Canada9,564$551.0K0.00%+4,290+81.3%Added
Envestnet Asset Management Inc9,535$549.4K0.00%+536+6.0%Added
LPL Financial LLC9,527$548.9K0.00%−278−2.8%Reduced
Alpha DNA Investment Management LLC9,260$533.6K0.32%−6,617−41.7%Reduced
Wells Fargo & Company8,894$512.5K0.00%+1,137+14.7%Added
Corton Capital Inc.8,826$508.6K0.16%−1,042−10.6%Reduced
Arizona State Retirement System8,310$478.8K0.00%−142−1.7%Reduced
Oregon Public Employees Retirement Fund8,277$476.9K0.01%−148−1.8%Reduced
Group One Trading, L.P.8,265$476.2K0.01%+7,286+744.2%Added
State of Wisconsin Investment Board8,219$473.6K0.00%−7,517−47.8%Reduced
State Board of Administration of Florida Retirement System8,171$470.8K0.00%00.0%Unchanged
Mach-1 Financial Group, Inc.8,154$469.8K0.18%−5,913−42.0%Reduced
Teza Capital Management LLC7,899$455.1K0.08%+7,899New
Pathstone Holdings, LLC7,789$448.8K0.00%+7,789New
Cambria Investment Management, L.P.7,647$440.6K0.03%+7,647New
FMR LLC7,547$434.9K0.00%+110+1.5%Added
Zurcher Kantonalbank (Zurich Cantonalbank)7,381$425.3K0.00%+2,644+55.8%Added
Exchange Traded Concepts, LLC7,378$425.1K0.01%−3,667−33.2%Reduced
Nisa Investment Advisors, LLC7,152$412.1K0.00%−580−7.5%Reduced
SG Americas Securities, LLC7,011$404.0K0.00%+7,011New
Harbor Advisors LLC7,000$403.3K0.08%00.0%Unchanged
Verition Fund Management LLC6,961$401.1K0.00%−4,538−39.5%Reduced
Wolverine Trading, LLC6,753$389.1K0.00%+6,753New
CWM Advisors, LLC6,598$380.2K0.04%−2,172−24.8%Reduced
Winton Group Ltd6,388$368.1K0.03%−5,046−44.1%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys6,101$351.5K0.00%−12,727−67.6%Reduced
STRS Ohio6,100$351.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.5,929$341.6K0.00%−60−1.0%Reduced
Point72 Middle East FZE5,771$332.5K0.02%+5,771New
Occudo Quantitative Strategies LP5,757$331.7K0.05%+5,757New
DekaBank Deutsche Girozentrale5,455$322.0K0.00%−2,996−35.5%Reduced
The PNC Financial Services Group, Inc.5,557$320.2K0.00%−543−8.9%Reduced
Vontobel Holding Ltd.5,456$314.4K0.00%+5,456New
Sageworth Trust Co5,452$314.1K0.02%+5,452New
Quest Partners LLC5,415$312.0K0.07%+5,415New
ProShare Advisors LLC5,365$309.1K0.00%+5,365New
Y-Intercept (Hong Kong) Ltd5,032$289.9K0.03%−12,314−71.0%Reduced
Mutual of America Capital Management LLC4,948$285.1K0.00%+4,948New
Captrust Financial Advisors4,896$282.1K0.00%+4,896New
Fox Run Management, L.L.C.4,800$276.6K0.07%+4,800New
Mariner, LLC4,415$254.4K0.00%+4,415New
Deerfield Management Company, L.P. (Series C)4,311$248.4K0.00%+4,311New
UBS Group AG4,199$241.9K0.00%−22,288−84.1%Reduced
Mackenzie Financial Corp4,133$238.1K0.00%+4,133New
Versor Investments LP4,098$236.1K0.05%+4,098New
Cookson Peirce & Co Inc4,068$234.0K0.01%+4,068New
Axq Capital, LP4,000$230.5K0.06%+4,000New
Oracle Alpha Inc.3,860$222.4K0.29%+3,860New
Coldstream Capital Management Inc3,785$218.1K0.01%+3,785New
Bank of Montreal3,652$217.5K0.00%+3,652New
Pictet Asset Management Holding SA3,748$216.0K0.00%+3,748New