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, Q1 2024
Institutional positions in Customers Bancorp, Inc. as of Mar 31, 2024. 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
- 242
- −12 vs. Q4 2023
- Shares held
- 27.3M
- +279.3K (+1.0%) vs. Q4 2023
- Total value
- $1.45B
- −$108.9M (−7.0%) vs. Q4 2023
- New holders
- 29
- 86 more added
- Sold out
- 41
- 88 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Customers Bancorp, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| Sofos Investments, Inc. | 0 | $20 | 0.00% | −39−100.0% | Reduced |
| Parkside Financial Bank & Trust | 4 | $213 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $265 | 0.00% | +5 | New |
| Abound Wealth Management | 5 | $266 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 10 | $531 | 0.00% | +2+25.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $531 | 0.00% | +10 | New |
| Umb Bank N A | 12 | $637 | 0.00% | +12 | New |
| Parallel Advisors, LLC | 13 | $690 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 21 | $1.02K | 0.00% | +21 | New |
| Farmers & Merchants Investments Inc | 20 | $1.06K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 21 | $1.11K | 0.00% | +21 | New |
| Principal Securities, Inc. | 37 | $1.96K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 38 | $2.02K | 0.00% | +38 | New |
| SJS Investment Consulting Inc. | 71 | $3.77K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 75 | $3.98K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 77 | $4.09K | 0.00% | −128−62.4% | Reduced |
| Massmutual Trust Co FSB | 79 | $4.19K | 0.00% | +31+64.6% | Added |
| ClariVest Asset Management LLC | 83 | $4.40K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 85 | $4.51K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 91 | $4.71K | 0.00% | +91 | New |
| Hazlett, Burt & Watson, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 110 | $5.84K | 0.00% | +35+46.7% | Added |
| Abich Financial Wealth Management LLC | 140 | $7.43K | 0.01% | +133+1,900.0% | Added |
| Allworth Financial LP | 160 | $8.49K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 164 | $8.70K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 200 | $10.6K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 227 | $12.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 230 | $12.2K | 0.00% | +230 | New |
| Versant Capital Management, Inc | 250 | $13.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 310 | $16.4K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 321 | $17.0K | 0.00% | +16+5.2% | Added |
| Farther Finance Advisors, LLC | 421 | $21.8K | 0.00% | +10+2.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 422 | $22.0K | 0.00% | +1+0.2% | Added |
| Quarry LP | 493 | $26.2K | 0.01% | +103+26.4% | Added |
| KBC Group NV | 818 | $43.0K | 0.00% | −318−28.0% | Reduced |
| FinTrust Capital Advisors, LLC | 815 | $43.2K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 897 | $47.6K | 0.00% | −10−1.1% | Reduced |
| Impact Partnership Wealth, LLC | 901 | $47.8K | 0.02% | −302−25.1% | Reduced |
| DekaBank Deutsche Girozentrale | 1,181 | $62.0K | 0.00% | −4,274−78.4% | Reduced |
| Royal Bank of Canada | 1,373 | $73.0K | 0.00% | −8,191−85.6% | Reduced |
| GAMMA Investing LLC | 1,432 | $76.0K | 0.02% | −22−1.5% | Reduced |
| Metropolitan Life Insurance Co | 1,563 | $82.9K | 0.00% | −57−3.5% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,730 | $91.8K | 0.03% | +1,730 | New |
| CWM, LLC | 1,949 | $103.0K | 0.00% | +19+1.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 1,954 | $103.7K | 0.03% | +1,126+136.0% | Added |
| Tower Research Capital LLC (TRC) | 2,497 | $132.5K | 0.00% | −18,847−88.3% | Reduced |
| Ameritas Investment Partners, Inc. | 2,844 | $150.9K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 3,333 | $177.0K | 0.01% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 3,517 | $186.6K | 0.28% | +341+10.7% | Added |
| Coldstream Capital Management Inc | 3,799 | $201.6K | 0.01% | +14+0.4% | Added |
| HSBC Holdings PLC | 4,006 | $212.5K | 0.00% | +4,006 | New |
| Wolverine Trading, LLC | 4,034 | $214.0K | 0.00% | −2,719−40.3% | Reduced |
| Capstone Investment Advisors, LLC | 4,144 | $219.9K | 0.00% | +4,144 | New |
| Omers Administration Corp | 4,200 | $222.9K | 0.00% | +4,200 | New |
| Advisor Group Holdings, Inc. | 4,246 | $225.3K | 0.00% | −1,683−28.4% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 4,297 | $228.0K | 0.00% | −14−0.3% | Reduced |
| Amundi | 5,018 | $235.0K | 0.00% | −32,624−86.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 13,062 | $239.8K | 0.00% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 4,804 | $254.9K | 0.00% | −652−12.0% | Reduced |
| Mutual of America Capital Management LLC | 4,875 | $258.7K | 0.00% | −73−1.5% | Reduced |
| Mariner, LLC | 5,049 | $267.9K | 0.00% | +634+14.4% | Added |
| Aigen Investment Management, LP | 5,129 | $272.1K | 0.06% | +1,504+41.5% | Added |
| Mackenzie Financial Corp | 5,301 | $281.3K | 0.00% | +1,168+28.3% | Added |
| Cookson Peirce & Co Inc | 5,443 | $289.0K | 0.02% | +1,375+33.8% | Added |
| Sageworth Trust Co | 5,452 | $289.3K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,557 | $294.9K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 5,614 | $297.9K | 0.02% | +5,614 | New |
| Point72 (DIFC) Ltd | 5,697 | $302.3K | 0.02% | +5,697 | New |
| ProShare Advisors LLC | 5,763 | $305.8K | 0.00% | +398+7.4% | Added |
| Hancock Whitney Corp | 5,925 | $314.4K | 0.01% | +5,925 | New |
| Bank of Montreal | 6,038 | $320.6K | 0.00% | +2,386+65.3% | Added |
| Lazard Asset Management LLC | 6,071 | $321.0K | 0.00% | −7,224−54.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,111 | $324.3K | 0.00% | +10+0.2% | Added |
| Integrated Advisors Network LLC | 6,342 | $336.5K | 0.02% | +6,342 | New |
| Alps Advisors Inc | 6,460 | $342.8K | 0.00% | +6,460 | New |
| CWM Advisors, LLC | 6,746 | $357.9K | 0.04% | +148+2.2% | Added |
| Harbor Advisors LLC | 7,000 | $371.4K | 0.07% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 7,034 | $373.2K | 0.01% | −344−4.7% | Reduced |
| XTX Topco Ltd | 7,110 | $377.3K | 0.05% | +7,110 | New |
| Nisa Investment Advisors, LLC | 7,152 | $379.5K | 0.00% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 7,196 | $381.8K | 0.02% | −451−5.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,381 | $391.6K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 7,577 | $402.0K | 0.01% | −700−8.5% | Reduced |
| State of Tennessee, Treasury Department | 7,709 | $409.0K | 0.00% | −5,223−40.4% | Reduced |
| FMR LLC | 7,929 | $420.7K | 0.00% | +382+5.1% | Added |
| Pathstone Holdings, LLC | 7,959 | $422.3K | 0.00% | +170+2.2% | Added |
| Arizona State Retirement System | 8,202 | $435.2K | 0.00% | −108−1.3% | Reduced |
| Point72 Asset Management, L.P. | 8,300 | $440.4K | 0.00% | +5,400+186.2% | Added |
| Shell Asset Management Co | 9,588 | $460.0K | 0.02% | −2,585−21.2% | Reduced |
| Amalgamated Bank | 8,700 | $462.0K | 0.00% | −2,108−19.5% | Reduced |
| Maryland State Retirement & Pension System | 10,196 | $476.9K | 0.01% | −177−1.7% | Reduced |
| Verition Fund Management LLC | 9,401 | $498.8K | 0.00% | +2,440+35.1% | Added |
| Teza Capital Management LLC | 9,809 | $520.5K | 0.07% | +1,910+24.2% | Added |
| Teachers Retirement System of the State of Kentucky | 9,860 | $524.0K | 0.00% | 00.0% | Unchanged |
| First Wilshire Securities Management Inc | 9,900 | $525.0K | 0.15% | 00.0% | Unchanged |
| US Bancorp | 9,947 | $527.8K | 0.00% | −1,283−11.4% | Reduced |
| Wells Fargo & Company | 10,195 | $540.9K | 0.00% | +1,301+14.6% | Added |