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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.

Institutional holdersQ3 2024: 240 institutions
Q1 2021: 173 institutionsQ2 2021: 195 institutionsQ3 2021: 207 institutionsQ4 2021: 222 institutionsQ1 2022: 232 institutionsQ2 2022: 212 institutionsQ3 2022: 206 institutionsQ4 2022: 209 institutionsQ1 2023: 174 institutionsQ2 2023: 190 institutionsQ3 2023: 210 institutionsQ4 2023: 256 institutionsQ1 2024: 242 institutionsQ2 2024: 224 institutionsQ3 2024: 240 institutionsQ4 2024: 239 institutionsQ1 2025: 239 institutionsQ2 2025: 241 institutionsQ3 2025: 265 institutionsQ4 2025: 284 institutionsQ1 2026: 282 institutionsQ2 2026: 298 institutions
Value heldQ3 2024: $1.32B
Q1 2021: $776.6MQ2 2021: $1.01BQ3 2021: $1.12BQ4 2021: $1.81BQ1 2022: $1.49BQ2 2022: $943.4MQ3 2022: $810.4MQ4 2022: $771.4MQ1 2023: $481.4MQ2 2023: $778.4MQ3 2023: $878.6MQ4 2023: $1.56BQ1 2024: $1.45BQ2 2024: $1.37BQ3 2024: $1.32BQ4 2024: $1.35BQ1 2025: $1.43BQ2 2025: $1.66BQ3 2025: $2.02BQ4 2025: $2.34BQ1 2026: $2.34BQ2 2026: $2.66B
Institutions holding CUBI and their total value by quarter
QuarterHoldersValue
Q2 2026298$2.66B
Q1 2026282$2.34B
Q4 2025284$2.34B
Q3 2025265$2.02B
Q2 2025241$1.66B
Q1 2025239$1.43B
Q4 2024239$1.35B
Q3 2024240$1.32B
Q2 2024224$1.37B
Q1 2024242$1.45B
Q4 2023256$1.56B
Q3 2023210$878.6M
Q2 2023190$778.4M
Q1 2023174$481.4M
Q4 2022209$771.4M
Q3 2022206$810.4M
Q2 2022212$943.4M
Q1 2022232$1.49B
Q4 2021222$1.81B
Q3 2021207$1.12B
Q2 2021195$1.01B
Q1 2021173$776.6M

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Customers Bancorp, Inc.; share changes are against Q2 2024.

Institutions holding CUBI in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Assetmark, Inc359$16.7K0.00%+31+9.5%Added
Quadrant Capital Group LLC310$14.4K0.00%00.0%Unchanged
Versant Capital Management, Inc305$14.2K0.00%+55+22.0%Added
LRI Investments, LLC230$12.7K0.00%00.0%Unchanged
Allworth Financial LP272$12.6K0.00%−25−8.4%Reduced
Harbor Capital Advisors, Inc.229$11.0K0.00%+229New
ClariVest Asset Management LLC228$10.9K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC200$9.29K0.00%00.0%Unchanged
Abich Financial Wealth Management LLC129$5.99K0.01%−89−40.8%Reduced
Hazlett, Burt & Watson, Inc.100$5.00K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC91$4.23K0.00%00.0%Unchanged
Bessemer Group Inc81$4.00K0.00%+35+76.1%Added
Northwestern Mutual Wealth Management Co85$3.95K0.00%00.0%Unchanged
Macroview Investment Management LLC77$3.58K0.00%00.0%Unchanged
Signaturefd, LLC75$3.48K0.00%00.0%Unchanged
Spire Wealth Management75$3.48K0.00%00.0%Unchanged
Colonial Trust Co56$2.53K0.00%+56New
Massmutual Trust Co FSB48$2.23K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.47$2.18K0.00%00.0%Unchanged
Fortitude Family Office, LLC46$2.14K0.00%00.0%Unchanged
Principal Securities, Inc.37$1.72K0.00%00.0%Unchanged
Geneos Wealth Management Inc.34$1.58K0.00%+34New
Rothschild Investment LLC30$1.39K0.00%+25+500.0%Added
Jaffetilchin Investment Partners, LLC23$1.07K0.00%+23New
Avion Wealth27$1.00K0.00%00.0%Unchanged
Covestor Ltd26$1.00K0.00%−1−3.7%Reduced
Hemington Wealth Management29$1.00K0.00%+29New
Farmers & Merchants Investments Inc20$9290.00%00.0%Unchanged
First Horizon Advisors, Inc.18$8360.00%00.0%Unchanged
Umb Bank N A15$6970.00%00.0%Unchanged
Parallel Advisors, LLC13$6040.00%00.0%Unchanged
Continuum Advisory, LLC10$5510.00%−11−52.4%Reduced
Kayne Anderson Rudnick Investment Management LLC10$4650.00%00.0%Unchanged
Capital Performance Advisors LLP7$3250.00%+7New
Larson Financial Group LLC5$2320.00%00.0%Unchanged
Abound Wealth Management4$1860.00%−1−20.0%Reduced
Parkside Financial Bank & Trust4$1860.00%00.0%Unchanged
Huntington National Bank4$1860.00%+4New
Mendota Financial Group, LLC3$1400.00%+3New
Clear Street Markets LLC1$00.00%+1New
Hillsdale Investment Management Inc.0$00.00%−54,200−100.0%Sold out
Elizabeth Park Capital Advisors, Ltd.0$00.00%−48,739−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−32,900−100.0%Sold out
Jump Financial, LLC0$00.00%−31,897−100.0%Sold out
SummerHaven Investment Management, LLC0$00.00%−20,723−100.0%Sold out
Emerald Mutual Fund Advisers Trust0$00.00%−16,849−100.0%Sold out
Virtue Capital Management, LLC0$00.00%−11,642−100.0%Sold out
Janney Montgomery Scott LLC0$00.00%−13,209−100.0%Sold out
Truist Financial Corp0$00.00%−11,243−100.0%Sold out
Numerai GP LLC0$00.00%−10,737−100.0%Sold out
Bank of Montreal0$00.00%−8,900−100.0%Sold out
LPL Financial LLC0$00.00%−8,127−100.0%Sold out
Precision Wealth Strategies, LLC0$00.00%−7,065−100.0%Sold out
Vontobel Holding Ltd.0$00.00%−4,967−100.0%Sold out
Group One Trading, L.P.0$00.00%−4,050−100.0%Sold out
Hanseatic Management Services Inc0$00.00%−3,509−100.0%Sold out
Ashton Thomas Private Wealth, LLC0$00.00%−3,157−100.0%Sold out
Innealta Capital, LLC0$00.00%−1,551−100.0%Sold out
State of Wyoming0$00.00%−221−100.0%Sold out
nVerses Capital, LLC0$00.00%−200−100.0%Sold out
Simplex Trading, LLC0$00.00%−171−100.0%Sold out
BlackRock Inc.––––Not filed
Susquehanna Fundamental Investments, LLC––––Not filed
Benjamin F. Edwards & Company, Inc.––––Not filed