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, Q2 2024
Institutional positions in Customers Bancorp, Inc. as of Jun 30, 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
- 224
- −16 vs. Q1 2024
- Shares held
- 28.5M
- +1.26M (+4.6%) vs. Q1 2024
- Total value
- $1.37B
- −$77.1M (−5.3%) vs. Q1 2024
- New holders
- 27
- 89 more added
- Sold out
- 43
- 68 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Customers Bancorp, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 4 | $192 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 5 | $240 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $240 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5 | $240 | 0.00% | +5 | New |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $480 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 13 | $624 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 15 | $720 | 0.00% | +3+25.0% | Added |
| First Horizon Advisors, Inc. | 18 | $863 | 0.00% | −209−92.1% | Reduced |
| Farmers & Merchants Investments Inc | 20 | $960 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 27 | $1.00K | 0.00% | +25+1,250.0% | Added |
| Continuum Advisory, LLC | 21 | $1.01K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 37 | $1.77K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 46 | $2.21K | 0.00% | −118−72.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 47 | $2.25K | 0.00% | +47 | New |
| Massmutual Trust Co FSB | 48 | $2.30K | 0.00% | −31−39.2% | Reduced |
| Signaturefd, LLC | 75 | $3.60K | 0.00% | −35−31.8% | Reduced |
| Spire Wealth Management | 75 | $3.60K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 77 | $3.69K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 85 | $4.08K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 91 | $4.37K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 104 | $5.00K | 0.00% | +104 | New |
| Simplex Trading, LLC | 171 | $8.00K | 0.00% | +171 | New |
| Steward Partners Investment Advisory, LLC | 200 | $9.60K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 200 | $9.60K | 0.01% | +200 | New |
| Abich Financial Wealth Management LLC | 218 | $10.5K | 0.01% | +78+55.7% | Added |
| State of Wyoming | 221 | $10.6K | 0.00% | +221 | New |
| ClariVest Asset Management LLC | 228 | $10.9K | 0.00% | +145+174.7% | Added |
| LRI Investments, LLC | 230 | $11.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 250 | $12.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 310 | $14.9K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 328 | $15.7K | 0.00% | +7+2.2% | Added |
| Allworth Financial LP | 297 | $18.4K | 0.00% | +137+85.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 424 | $20.0K | 0.00% | +2+0.5% | Added |
| Smartleaf Asset Management LLC | 453 | $21.2K | 0.00% | +453 | New |
| Farther Finance Advisors, LLC | 506 | $24.4K | 0.00% | +85+20.2% | Added |
| Quest Partners LLC | 671 | $32.2K | 0.00% | −12,454−94.9% | Reduced |
| Coppell Advisory Solutions LLC | 776 | $37.2K | 0.01% | +776 | New |
| KBC Group NV | 818 | $39.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 815 | $39.1K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 897 | $43.0K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 1,000 | $48.0K | 0.02% | +1,000 | New |
| DekaBank Deutsche Girozentrale | 1,181 | $55.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,298 | $62.3K | 0.01% | −134−9.4% | Reduced |
| Innealta Capital, LLC | 1,551 | $74.4K | 0.02% | +1,551 | New |
| CWM, LLC | 1,924 | $92.0K | 0.00% | −25−1.3% | Reduced |
| Ameritas Investment Partners, Inc. | 2,844 | $136.5K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 3,157 | $151.5K | 0.01% | +3,157 | New |
| Vestcor Inc | 3,333 | $160.0K | 0.01% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 3,509 | $168.4K | 0.25% | −8−0.2% | Reduced |
| Royal Bank of Canada | 3,775 | $182.0K | 0.00% | +2,402+174.9% | Added |
| Advisor Group Holdings, Inc. | 3,966 | $190.3K | 0.00% | −280−6.6% | Reduced |
| Group One Trading, L.P. | 4,050 | $194.3K | 0.01% | −9,390−69.9% | Reduced |
| ProShare Advisors LLC | 4,404 | $211.3K | 0.00% | −1,359−23.6% | Reduced |
| Balyasny Asset Management LLC | 4,416 | $211.9K | 0.00% | −8,905−66.8% | Reduced |
| Mutual of America Capital Management LLC | 4,683 | $224.7K | 0.00% | −192−3.9% | Reduced |
| Amundi | 4,644 | $224.7K | 0.00% | −374−7.5% | Reduced |
| Two Sigma Advisers, LP | 4,700 | $225.5K | 0.00% | +4,700 | New |
| Vontobel Holding Ltd. | 4,967 | $238.3K | 0.00% | +163+3.4% | Added |
| Hancock Whitney Corp | 5,101 | $244.8K | 0.01% | −824−13.9% | Reduced |
| Sageworth Trust Co | 5,452 | $261.6K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,548 | $266.2K | 0.00% | −9−0.2% | Reduced |
| Cambria Investment Management, L.P. | 5,729 | $274.9K | 0.02% | −1,467−20.4% | Reduced |
| Mackenzie Financial Corp | 5,850 | $280.7K | 0.00% | +549+10.4% | Added |
| Walleye Capital LLC | 6,043 | $289.9K | 0.00% | +6,043 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,138 | $294.5K | 0.00% | +27+0.4% | Added |
| Alps Advisors Inc | 6,428 | $308.4K | 0.00% | −32−0.5% | Reduced |
| Verition Fund Management LLC | 6,561 | $314.8K | 0.00% | −2,840−30.2% | Reduced |
| Oregon Public Employees Retirement Fund | 6,877 | $330.0K | 0.01% | −700−9.2% | Reduced |
| Harbor Advisors LLC | 7,000 | $335.9K | 0.06% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 7,042 | $336.0K | 0.00% | +971+16.0% | Added |
| Precision Wealth Strategies, LLC | 7,065 | $339.0K | 0.35% | +7,065 | New |
| Nisa Investment Advisors, LLC | 7,152 | $343.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 7,210 | $345.9K | 0.00% | −2,737−27.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 7,226 | $346.7K | 0.00% | +7,226 | New |
| CWM Advisors, LLC | 7,303 | $350.4K | 0.04% | +557+8.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,381 | $354.1K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 7,406 | $355.3K | 0.00% | −523−6.6% | Reduced |
| State of Tennessee, Treasury Department | 7,709 | $369.9K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 7,721 | $370.5K | 0.00% | +7,721 | New |
| LPL Financial LLC | 8,127 | $389.9K | 0.00% | −2,427−23.0% | Reduced |
| Sanctuary Advisors, LLC | 8,346 | $390.8K | 0.00% | +8,346 | New |
| Arizona State Retirement System | 8,373 | $401.7K | 0.00% | +171+2.1% | Added |
| Amalgamated Bank | 8,674 | $416.0K | 0.00% | −26−0.3% | Reduced |
| Bank of Montreal | 8,900 | $428.8K | 0.00% | +2,862+47.4% | Added |
| Pathstone Holdings, LLC | 9,454 | $453.6K | 0.00% | +1,495+18.8% | Added |
| Teachers Retirement System of the State of Kentucky | 9,860 | $473.0K | 0.00% | 00.0% | Unchanged |
| First Wilshire Securities Management Inc | 9,900 | $475.0K | 0.15% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 9,932 | $476.5K | 0.01% | −264−2.6% | Reduced |
| Engineers Gate Manager LP | 9,982 | $478.9K | 0.01% | −17,547−63.7% | Reduced |
| Everence Capital Management Inc | 10,660 | $487.0K | 0.03% | 00.0% | Unchanged |
| Numerai GP LLC | 10,737 | $515.2K | 0.19% | −6,516−37.8% | Reduced |
| Sippican Capital Advisors | 11,069 | $531.1K | 0.42% | +11,069 | New |
| Truist Financial Corp | 11,243 | $539.4K | 0.00% | 00.0% | Unchanged |
| SRN Advisors, LLC | 11,309 | $542.6K | 0.45% | −17,594−60.9% | Reduced |
| Yousif Capital Management, LLC | 11,424 | $548.1K | 0.01% | −1,345−10.5% | Reduced |
| Envestnet Asset Management Inc | 11,643 | $558.6K | 0.00% | +1,435+14.1% | Added |
| Teza Capital Management LLC | 11,936 | $572.7K | 0.07% | +2,127+21.7% | Added |