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, Q4 2024
Institutional positions in Customers Bancorp, Inc. as of Dec 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
- 239
- +4 vs. Q3 2024
- Shares held
- 27.8M
- −637.2K (−2.2%) vs. Q3 2024
- Total value
- $1.35B
- +$31.8M (+2.4%) vs. Q3 2024
- New holders
- 42
- 71 more added
- Sold out
- 38
- 86 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Customers Bancorp, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital A Wealth Management, LLC | 1 | $49 | 0.00% | +1 | New |
| Parkside Financial Bank & Trust | 4 | $195 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $195 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $195 | 0.00% | 0 | New |
| Larson Financial Group LLC | 5 | $243 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 6 | $292 | 0.00% | +6 | New |
| Continuum Advisory, LLC | 10 | $487 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $487 | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 12 | $557 | 0.00% | +12 | New |
| Quarry LP | 15 | $730 | 0.00% | +15 | New |
| Whipplewood Advisors, LLC | 15 | $730 | 0.00% | +15 | New |
| Farmers & Merchants Investments Inc | 20 | $974 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 20 | $974 | 0.00% | +20 | New |
| Painted Porch Advisors LLC | 20 | $974 | 0.00% | +20 | New |
| Avion Wealth | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 21 | $1.02K | 0.00% | +21 | New |
| Cullen/Frost Bankers, Inc. | 22 | $1.07K | 0.00% | +22 | New |
| Geneos Wealth Management Inc. | 33 | $1.61K | 0.00% | −1−2.9% | Reduced |
| Rothschild Investment LLC | 35 | $1.70K | 0.00% | +5+16.7% | Added |
| Fortitude Family Office, LLC | 46 | $2.24K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 47 | $2.29K | 0.00% | +47 | New |
| Massmutual Trust Co FSB | 48 | $2.34K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 49 | $2.38K | 0.00% | +49 | New |
| Colonial Trust Co | 56 | $2.71K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 75 | $3.65K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 75 | $3.65K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 75 | $3.65K | 0.00% | +75 | New |
| Bessemer Group Inc | 81 | $4.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 83 | $4.00K | 0.00% | +57+219.2% | Added |
| Umb Bank N A | 83 | $4.04K | 0.00% | +68+453.3% | Added |
| Northwestern Mutual Wealth Management Co | 85 | $4.14K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 91 | $4.29K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 94 | $4.58K | 0.00% | +94 | New |
| Hopwood Financial Services, Inc. | 100 | $4.87K | 0.00% | +100 | New |
| Hazlett, Burt & Watson, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 169 | $8.23K | 0.00% | +169 | New |
| Steward Partners Investment Advisory, LLC | 200 | $9.74K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 226 | $11.0K | 0.00% | −3−1.3% | Reduced |
| LRI Investments, LLC | 230 | $11.2K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 232 | $11.3K | 0.00% | +232 | New |
| Allworth Financial LP | 232 | $11.6K | 0.00% | −40−14.7% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 259 | $12.6K | 0.00% | +212+451.1% | Added |
| Versant Capital Management, Inc | 305 | $14.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 310 | $15.1K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 404 | $19.7K | 0.00% | +45+12.5% | Added |
| Public Employees Retirement System of Ohio | 458 | $22.3K | 0.00% | −29,751−98.5% | Reduced |
| Kestra Investment Management, LLC | 483 | $23.5K | 0.00% | +483 | New |
| Farther Finance Advisors, LLC | 491 | $23.9K | 0.00% | −20−3.9% | Reduced |
| Picton Mahoney Asset Management | 585 | $28.0K | 0.00% | +189+47.7% | Added |
| Caitong International Asset Management Co., Ltd | 582 | $28.3K | 0.03% | +582 | New |
| Coppell Advisory Solutions LLC | 776 | $37.7K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 779 | $37.9K | 0.00% | −130−14.3% | Reduced |
| R Squared Ltd | 870 | $42.4K | 0.04% | +870 | New |
| US Bancorp | 907 | $44.2K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 941 | $45.8K | 0.01% | +941 | New |
| Sterling Capital Management LLC | 948 | $46.1K | 0.00% | −10,311−91.6% | Reduced |
| Ridgewood Investments LLC | 1,000 | $48.7K | 0.02% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,181 | $56.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,484 | $72.2K | 0.01% | −96−6.1% | Reduced |
| KBC Group NV | 1,495 | $73.0K | 0.00% | +677+82.8% | Added |
| Smartleaf Asset Management LLC | 1,643 | $79.7K | 0.01% | +1,255+323.5% | Added |
| Advisor Group Holdings, Inc. | 1,801 | $87.7K | 0.00% | −2,352−56.6% | Reduced |
| CWM, LLC | 2,435 | $119.0K | 0.00% | +237+10.8% | Added |
| Point72 (DIFC) Ltd | 3,093 | $150.6K | 0.01% | +1,278+70.4% | Added |
| Ameritas Investment Partners, Inc. | 3,098 | $150.8K | 0.00% | +254+8.9% | Added |
| Point72 Asset Management, L.P. | 3,800 | $185.0K | 0.00% | −995−20.8% | Reduced |
| HSBC Holdings PLC | 4,170 | $202.3K | 0.00% | +4,170 | New |
| EP Wealth Advisors, LLC | 4,208 | $204.8K | 0.00% | +4,208 | New |
| JustInvest LLC | 4,223 | $205.6K | 0.00% | +4,223 | New |
| Mutual of America Capital Management LLC | 4,417 | $215.0K | 0.00% | −17−0.4% | Reduced |
| Mariner, LLC | 4,426 | $215.5K | 0.00% | −682−13.4% | Reduced |
| Lazard Asset Management LLC | 4,580 | $221.0K | 0.00% | −5,224−53.3% | Reduced |
| Pictet Asset Management Holding SA | 4,642 | $226.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,791 | $234.0K | 0.00% | +1,413+41.8% | Added |
| Shell Asset Management Co | 4,944 | $241.0K | 0.01% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,000 | $242.6K | 0.10% | +2,500+100.0% | Added |
| Victory Capital Management Inc | 5,386 | $262.2K | 0.00% | −18,420−77.4% | Reduced |
| Sageworth Trust Co | 5,452 | $265.4K | 0.02% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 5,504 | $267.9K | 0.00% | −27,625−83.4% | Reduced |
| The PNC Financial Services Group, Inc. | 5,575 | $271.4K | 0.00% | +124+2.3% | Added |
| SG Americas Securities, LLC | 5,579 | $272.0K | 0.00% | +333+6.3% | Added |
| Readystate Asset Management LP | 6,220 | $302.8K | 0.01% | +6,220 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,224 | $303.0K | 0.00% | −77−1.2% | Reduced |
| Allianz Asset Management GmbH | 6,300 | $306.7K | 0.00% | +500+8.6% | Added |
| Los Angeles Capital Management LLC | 6,321 | $307.7K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 6,324 | $307.9K | 0.00% | +6,324 | New |
| Walleye Capital LLC | 6,394 | $311.3K | 0.00% | −32,056−83.4% | Reduced |
| Martingale Asset Management L P | 6,614 | $322.0K | 0.01% | −24,116−78.5% | Reduced |
| Parallax Volatility Advisers, L.P. | 6,650 | $323.7K | 0.01% | +6,650 | New |
| Campbell & CO Investment Adviser LLC | 6,839 | $332.9K | 0.03% | +6,839 | New |
| Oregon Public Employees Retirement Fund | 6,871 | $334.5K | 0.01% | −100−1.4% | Reduced |
| State of Tennessee, Treasury Department | 6,959 | $338.8K | 0.00% | −304−4.2% | Reduced |
| Teza Capital Management LLC | 7,098 | $345.5K | 0.05% | −1,800−20.2% | Reduced |
| Nisa Investment Advisors, LLC | 7,152 | $348.2K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 7,399 | $360.2K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 7,621 | $371.0K | 0.00% | −100−1.3% | Reduced |
| Graham Capital Management, L.P. | 7,742 | $376.9K | 0.01% | +7,742 | New |
| Pathstone Holdings, LLC | 7,813 | $380.3K | 0.00% | −1,614−17.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,179 | $398.2K | 0.00% | +798+10.8% | Added |