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 |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 1,181 | $62.0K | 0.00% | −4,274−78.4% | Reduced |
| Impact Partnership Wealth, LLC | 901 | $47.8K | 0.02% | −302−25.1% | Reduced |
| Fifth Third Bancorp | 897 | $47.6K | 0.00% | −10−1.1% | Reduced |
| FinTrust Capital Advisors, LLC | 815 | $43.2K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 818 | $43.0K | 0.00% | −318−28.0% | Reduced |
| Quarry LP | 493 | $26.2K | 0.01% | +103+26.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 422 | $22.0K | 0.00% | +1+0.2% | Added |
| Farther Finance Advisors, LLC | 421 | $21.8K | 0.00% | +10+2.4% | Added |
| Assetmark, Inc | 321 | $17.0K | 0.00% | +16+5.2% | Added |
| Quadrant Capital Group LLC | 310 | $16.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 250 | $13.3K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 230 | $12.2K | 0.00% | +230 | New |
| First Horizon Advisors, Inc. | 227 | $12.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 200 | $10.6K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 164 | $8.70K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 160 | $8.49K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 140 | $7.43K | 0.01% | +133+1,900.0% | Added |
| Signaturefd, LLC | 110 | $5.84K | 0.00% | +35+46.7% | Added |
| Hazlett, Burt & Watson, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 91 | $4.71K | 0.00% | +91 | New |
| Northwestern Mutual Wealth Management Co | 85 | $4.51K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 83 | $4.40K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 79 | $4.19K | 0.00% | +31+64.6% | Added |
| Macroview Investment Management LLC | 77 | $4.09K | 0.00% | −128−62.4% | Reduced |
| Spire Wealth Management | 75 | $3.98K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 71 | $3.77K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 38 | $2.02K | 0.00% | +38 | New |
| Bessemer Group Inc | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 37 | $1.96K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 21 | $1.11K | 0.00% | +21 | New |
| Farmers & Merchants Investments Inc | 20 | $1.06K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 21 | $1.02K | 0.00% | +21 | New |
| Parallel Advisors, LLC | 13 | $690 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 12 | $637 | 0.00% | +12 | New |
| 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 |
| Abound Wealth Management | 5 | $266 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $265 | 0.00% | +5 | New |
| Parkside Financial Bank & Trust | 4 | $213 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $20 | 0.00% | −39−100.0% | Reduced |
| Covestor Ltd | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −94,860−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −78,116−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −71,000−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −69,864−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −54,080−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −25,177−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −20,273−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −19,701−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −17,281−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −15,736−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −13,989−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −11,426−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −11,130−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −10,131−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −9,827−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −9,260−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −8,826−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −8,171−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −8,154−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −6,100−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −5,771−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −5,757−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,032−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −4,896−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Oracle Alpha Inc. | 0 | $0 | 0.00% | −3,860−100.0% | Sold out |
| Pictet Asset Management Holding SA | 0 | $0 | 0.00% | −3,748−100.0% | Sold out |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −3,178−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −246−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −227−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −206−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −204−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Rosenberg Matthew Hamilton | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |