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 |
|---|---|---|---|---|---|
| Hazlett, Burt & Watson, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 104 | $5.00K | 0.00% | +104 | New |
| CIBC Private Wealth Group, LLC | 91 | $4.37K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 85 | $4.08K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 77 | $3.69K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 75 | $3.60K | 0.00% | −35−31.8% | Reduced |
| Spire Wealth Management | 75 | $3.60K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 48 | $2.30K | 0.00% | −31−39.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 47 | $2.25K | 0.00% | +47 | New |
| Fortitude Family Office, LLC | 46 | $2.21K | 0.00% | −118−72.0% | Reduced |
| Bessemer Group Inc | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 37 | $1.77K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 21 | $1.01K | 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 |
| Farmers & Merchants Investments Inc | 20 | $960 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 18 | $863 | 0.00% | −209−92.1% | Reduced |
| Umb Bank N A | 15 | $720 | 0.00% | +3+25.0% | Added |
| Parallel Advisors, LLC | 13 | $624 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $480 | 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 |
| Parkside Financial Bank & Trust | 4 | $192 | 0.00% | 00.0% | Unchanged |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −154,614−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −127,316−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −78,100−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −71,278−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −50,330−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −34,556−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −24,765−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −21,632−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −20,967−100.0% | Sold out |
| Options Solutions, LLC | 0 | $0 | 0.00% | −19,890−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −15,422−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −14,992−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −13,900−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −13,500−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −11,006−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −10,945−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −7,110−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −7,034−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −6,342−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −5,697−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,614−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −5,443−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −5,129−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −5,049−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −13,062−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −4,297−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −4,144−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −4,034−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −4,006−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −3,799−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −1,954−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,730−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −1,563−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −901−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −493−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | 0 | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |