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, Q3 2024
Institutional positions in Customers Bancorp, Inc. as of Sep 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
- 240
- +19 vs. Q2 2024
- Shares held
- 28.5M
- +4.60M (+19.3%) vs. Q2 2024
- Total value
- $1.32B
- +$177.4M (+15.5%) vs. Q2 2024
- New holders
- 40
- 87 more added
- Sold out
- 21
- 65 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Customers Bancorp, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Mendota Financial Group, LLC | 3 | $140 | 0.00% | +3 | New |
| Abound Wealth Management | 4 | $186 | 0.00% | −1−20.0% | Reduced |
| Parkside Financial Bank & Trust | 4 | $186 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 4 | $186 | 0.00% | +4 | New |
| Larson Financial Group LLC | 5 | $232 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 7 | $325 | 0.00% | +7 | New |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $465 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 10 | $551 | 0.00% | −11−52.4% | Reduced |
| Parallel Advisors, LLC | 13 | $604 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 15 | $697 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 18 | $836 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $929 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 26 | $1.00K | 0.00% | −1−3.7% | Reduced |
| Hemington Wealth Management | 29 | $1.00K | 0.00% | +29 | New |
| Jaffetilchin Investment Partners, LLC | 23 | $1.07K | 0.00% | +23 | New |
| Rothschild Investment LLC | 30 | $1.39K | 0.00% | +25+500.0% | Added |
| Geneos Wealth Management Inc. | 34 | $1.58K | 0.00% | +34 | New |
| Principal Securities, Inc. | 37 | $1.72K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 46 | $2.14K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 47 | $2.18K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 48 | $2.23K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 56 | $2.53K | 0.00% | +56 | New |
| Signaturefd, LLC | 75 | $3.48K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 75 | $3.48K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 77 | $3.58K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 85 | $3.95K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 81 | $4.00K | 0.00% | +35+76.1% | Added |
| CIBC Private Wealth Group, LLC | 91 | $4.23K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 129 | $5.99K | 0.01% | −89−40.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 200 | $9.29K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 228 | $10.9K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 229 | $11.0K | 0.00% | +229 | New |
| Allworth Financial LP | 272 | $12.6K | 0.00% | −25−8.4% | Reduced |
| LRI Investments, LLC | 230 | $12.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 305 | $14.2K | 0.00% | +55+22.0% | Added |
| Quadrant Capital Group LLC | 310 | $14.4K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 359 | $16.7K | 0.00% | +31+9.5% | Added |
| Smartleaf Asset Management LLC | 388 | $17.6K | 0.00% | −65−14.3% | Reduced |
| Picton Mahoney Asset Management | 396 | $19.0K | 0.00% | +292+280.8% | Added |
| Farther Finance Advisors, LLC | 511 | $23.7K | 0.00% | +5+1.0% | Added |
| Basswood Capital Management, L.L.C. | 561 | $26.1K | 0.00% | +561 | New |
| Coppell Advisory Solutions LLC | 776 | $35.2K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 815 | $37.9K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 818 | $38.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 907 | $42.1K | 0.00% | −6,303−87.4% | Reduced |
| Fifth Third Bancorp | 909 | $42.2K | 0.00% | +12+1.3% | Added |
| Ridgewood Investments LLC | 1,000 | $46.5K | 0.02% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,181 | $53.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,580 | $73.4K | 0.01% | +282+21.7% | Added |
| Quest Partners LLC | 1,633 | $75.9K | 0.01% | +962+143.4% | Added |
| Point72 (DIFC) Ltd | 1,815 | $84.3K | 0.01% | +1,815 | New |
| CWM, LLC | 2,198 | $102.0K | 0.00% | +274+14.2% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,500 | $116.1K | 0.04% | +2,500 | New |
| Ameritas Investment Partners, Inc. | 2,844 | $132.1K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 3,333 | $155.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,378 | $156.0K | 0.00% | −397−10.5% | Reduced |
| Tower Research Capital LLC (TRC) | 3,494 | $162.3K | 0.00% | −13,648−79.6% | Reduced |
| Advisor Group Holdings, Inc. | 4,153 | $192.9K | 0.00% | +187+4.7% | Added |
| Mutual of America Capital Management LLC | 4,434 | $206.0K | 0.00% | −249−5.3% | Reduced |
| DRW Securities, LLC | 4,500 | $209.0K | 0.01% | +4,500 | New |
| Pictet Asset Management Holding SA | 4,642 | $215.6K | 0.00% | +4,642 | New |
| AXA S.A. | 4,701 | $218.4K | 0.00% | +4,701 | New |
| Point72 Asset Management, L.P. | 4,795 | $222.7K | 0.00% | +4,795 | New |
| Shell Asset Management Co | 4,944 | $230.0K | 0.01% | +4,944 | New |
| Amundi | 5,243 | $234.9K | 0.00% | +599+12.9% | Added |
| Mariner, LLC | 5,108 | $237.2K | 0.00% | +5,108 | New |
| Hancock Whitney Corp | 5,196 | $241.4K | 0.01% | +95+1.9% | Added |
| SG Americas Securities, LLC | 5,246 | $244.0K | 0.00% | +5,246 | New |
| The PNC Financial Services Group, Inc. | 5,451 | $253.2K | 0.00% | −97−1.7% | Reduced |
| Sageworth Trust Co | 5,452 | $253.2K | 0.02% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 5,800 | $269.4K | 0.00% | +5,800 | New |
| Mackenzie Financial Corp | 6,099 | $283.3K | 0.00% | +249+4.3% | Added |
| Cambria Investment Management, L.P. | 6,142 | $285.3K | 0.02% | +413+7.2% | Added |
| ProShare Advisors LLC | 6,176 | $286.9K | 0.00% | +1,772+40.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,301 | $292.7K | 0.00% | +163+2.7% | Added |
| Los Angeles Capital Management LLC | 6,321 | $293.6K | 0.00% | +6,321 | New |
| Philadelphia Financial Management of San Francisco, LLC | 6,614 | $307.2K | 0.07% | −484,627−98.7% | Reduced |
| Credit Agricole S A | 6,637 | $308.3K | 0.00% | +6,637 | New |
| Oregon Public Employees Retirement Fund | 6,971 | $323.8K | 0.01% | +94+1.4% | Added |
| Prelude Capital Management, LLC | 7,143 | $331.8K | 0.03% | +7,143 | New |
| Keebeck Alpha, LP | 7,143 | $331.8K | 0.22% | +7,143 | New |
| Nisa Investment Advisors, LLC | 7,152 | $332.2K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 7,263 | $337.4K | 0.00% | −446−5.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,381 | $342.8K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 7,399 | $343.7K | 0.00% | +971+15.1% | Added |
| Semanteon Capital Management, LP | 7,610 | $353.5K | 0.24% | +7,610 | New |
| State Board of Administration of Florida Retirement System | 7,721 | $358.6K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 8,659 | $402.2K | 0.00% | +286+3.4% | Added |
| Amalgamated Bank | 8,674 | $403.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 8,700 | $404.1K | 0.00% | +4,000+85.1% | Added |
| Teza Capital Management LLC | 8,898 | $413.3K | 0.05% | −3,038−25.5% | Reduced |
| CWM Advisors, LLC | 8,929 | $414.8K | 0.04% | +1,626+22.3% | Added |
| Pathstone Holdings, LLC | 9,427 | $437.9K | 0.00% | −27−0.3% | Reduced |
| Cubist Systematic Strategies, LLC | 9,564 | $444.3K | 0.01% | +9,564 | New |
| Lazard Asset Management LLC | 9,804 | $453.0K | 0.00% | +2,762+39.2% | Added |
| Brevan Howard Capital Management LP | 9,793 | $454.9K | 0.02% | +9,793 | New |
| Teachers Retirement System of the State of Kentucky | 9,860 | $458.0K | 0.00% | 00.0% | Unchanged |