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 |
|---|---|---|---|---|---|
| Aigen Investment Management, LP | 3,625 | $208.9K | 0.04% | +3,625 | New |
| Vestcor Inc | 3,333 | $192.0K | 0.01% | +1,094+48.9% | Added |
| Arcus Capital Partners, LLC | 3,178 | $183.1K | 0.06% | −5,143−61.8% | Reduced |
| Hanseatic Management Services Inc | 3,176 | $183.0K | 0.32% | +3,176 | New |
| Point72 Asset Management, L.P. | 2,900 | $167.1K | 0.00% | −19−0.7% | Reduced |
| Ameritas Investment Partners, Inc. | 2,844 | $163.9K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,930 | $111.0K | 0.00% | −273−12.4% | Reduced |
| Metropolitan Life Insurance Co | 1,620 | $93.3K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,454 | $77.7K | 0.02% | +1,454 | New |
| Impact Partnership Wealth, LLC | 1,203 | $69.3K | 0.03% | −2,216−64.8% | Reduced |
| KBC Group NV | 1,136 | $65.0K | 0.00% | −159−12.3% | Reduced |
| Coppell Advisory Solutions LLC | 1,126 | $64.9K | 0.01% | +1,126 | New |
| Fifth Third Bancorp | 907 | $52.3K | 0.00% | −84−8.5% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 828 | $47.7K | 0.01% | +828 | New |
| FinTrust Capital Advisors, LLC | 815 | $47.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 421 | $24.0K | 0.00% | +421 | New |
| Farther Finance Advisors, LLC | 411 | $23.7K | 0.00% | +367+834.1% | Added |
| Cutler Group LP | 400 | $23.0K | 0.00% | +400 | New |
| Quarry LP | 390 | $22.5K | 0.01% | −320−45.1% | Reduced |
| Quadrant Capital Group LLC | 310 | $17.9K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 305 | $17.6K | 0.00% | +170+125.9% | Added |
| Versant Capital Management, Inc | 250 | $14.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 246 | $14.2K | 0.00% | +246 | New |
| Headlands Technologies LLC | 227 | $13.1K | 0.00% | +227 | New |
| First Horizon Advisors, Inc. | 227 | $13.1K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 206 | $11.9K | 0.02% | +206 | New |
| Macroview Investment Management LLC | 205 | $11.8K | 0.01% | −78−27.6% | Reduced |
| Glassman Wealth Services | 204 | $11.8K | 0.00% | −2−1.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 200 | $11.5K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 164 | $9.45K | 0.01% | +164 | New |
| Allworth Financial LP | 160 | $9.22K | 0.00% | +160 | New |
| 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 |
| Northwestern Mutual Wealth Management Co | 85 | $4.90K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 85 | $4.90K | 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 |
| Signaturefd, LLC | 75 | $4.32K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 71 | $4.09K | 0.00% | +71 | New |
| Spire Wealth Management | 75 | $3.88K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 46 | $3.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 48 | $2.77K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 39 | $2.24K | 0.00% | −1−2.5% | Reduced |
| Principal Securities, Inc. | 37 | $2.13K | 0.00% | +37 | New |
| Avion Wealth | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 28 | $1.61K | 0.00% | +28 | New |
| Carolinas Wealth Consulting LLC | 20 | $1.18K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $1.15K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 14 | $807 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 13 | $749 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 8 | $461 | 0.00% | −3,257−99.8% | Reduced |
| Abich Financial Wealth Management LLC | 7 | $403 | 0.00% | +7 | New |
| Abound Wealth Management | 5 | $289 | 0.00% | +5 | New |
| Rosenberg Matthew Hamilton | 5 | $288 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4 | $231 | 0.00% | −154−97.5% | Reduced |
| Covestor Ltd | 3 | $0 | 0.00% | −1−25.0% | Reduced |
| 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 |