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 |
|---|---|---|---|---|---|
| SEI Investments Co | 103,639 | $5.05M | 0.01% | −46,185−30.8% | Reduced |
| Shellback Capital, LP | 108,000 | $5.26M | 0.36% | +108,000 | New |
| Federated Hermes, Inc. | 111,572 | $5.43M | 0.01% | −28,710−20.5% | Reduced |
| Qube Research & Technologies Ltd | 112,257 | $5.46M | 0.01% | −114,972−50.6% | Reduced |
| Great Lakes Advisors, LLC | 116,796 | $5.69M | 0.05% | −144,026−55.2% | Reduced |
| Toroso Investments, LLC | 126,083 | $6.14M | 0.05% | +5,280+4.4% | Added |
| Voloridge Investment Management, LLC | 128,207 | $6.24M | 0.02% | +57,903+82.4% | Added |
| UBS Group AG | 140,732 | $6.85M | 0.00% | +90,920+182.5% | Added |
| Principal Financial Group Inc | 141,399 | $6.88M | 0.00% | +2,418+1.7% | Added |
| Prudential Financial Inc | 143,293 | $6.98M | 0.01% | −38,710−21.3% | Reduced |
| Squarepoint Ops LLC | 154,474 | $7.52M | 0.02% | +27,622+21.8% | Added |
| Heartland Advisors Inc | 157,600 | $7.67M | 0.42% | +157,600 | New |
| Millennium Management LLC | 160,300 | $7.80M | 0.01% | +81,755+104.1% | Added |
| Gator Capital Management, LLC | 178,801 | $8.70M | 3.29% | +102,701+135.0% | Added |
| South Dakota Investment Council | 205,597 | $10.0M | 0.20% | +6,298+3.2% | Added |
| Invesco Ltd. | 209,586 | $10.2M | 0.00% | −157,812−43.0% | Reduced |
| D. E. Shaw & Co., Inc. | 227,143 | $11.1M | 0.01% | +53,302+30.7% | Added |
| LSV Asset Management | 227,800 | $11.1M | 0.03% | −70,200−23.6% | Reduced |
| Bank of New York Mellon Corp | 229,032 | $11.1M | 0.00% | −3,928−1.7% | Reduced |
| Royce & Associates LP | 252,590 | $12.3M | 0.11% | +37,788+17.6% | Added |
| Goldman Sachs Group Inc | 274,657 | $13.4M | 0.00% | +6,835+2.6% | Added |
| Allspring Global Investments Holdings, LLC | 285,368 | $13.6M | 0.02% | +90,451+46.4% | Added |
| Tieton Capital Management, LLC | 290,373 | $14.1M | 5.68% | +54,170+22.9% | Added |
| Citadel Advisors LLC | 305,540 | $14.9M | 0.01% | +122,029+66.5% | Added |
| Aristotle Capital Boston, LLC | 372,846 | $18.2M | 0.67% | −42,657−10.3% | Reduced |
| Northern Trust Corp | 381,684 | $18.6M | 0.00% | +61,224+19.1% | Added |
| Assenagon Asset Management S.A. | 420,766 | $20.5M | 0.04% | −58,973−12.3% | Reduced |
| JPMorgan Chase & Co | 429,572 | $20.9M | 0.00% | +106,895+33.1% | Added |
| Charles Schwab Investment Management Inc | 489,287 | $23.8M | 0.00% | −20,182−4.0% | Reduced |
| Morgan Stanley | 491,424 | $23.9M | 0.00% | −12,351−2.5% | Reduced |
| Nuveen Asset Management, LLC | 530,574 | $25.8M | 0.01% | −29,579−5.3% | Reduced |
| Geode Capital Management, LLC | 683,684 | $33.3M | 0.00% | −3,446−0.5% | Reduced |
| American Century Companies Inc | 773,772 | $37.7M | 0.02% | +42,965+5.9% | Added |
| Hood River Capital Management LLC | 1,470,951 | $71.6M | 1.06% | +421,335+40.1% | Added |
| State Street Corp | 1,887,856 | $91.9M | 0.00% | +105,880+5.9% | Added |
| Dimensional Fund Advisors LP | 2,136,723 | $104.0M | 0.02% | −46,005−2.1% | Reduced |
| Vanguard Group Inc | 2,137,632 | $104.1M | 0.00% | −57,835−2.6% | Reduced |
| Wellington Management Group LLP | 2,630,445 | $128.1M | 0.02% | −186,470−6.6% | Reduced |
| BlackRock, Inc. | 4,568,602 | $222.4M | 0.00% | +54,009+1.2% | Added |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −305,411−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −249,588−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −122,967−100.0% | Sold out |
| Peregrine Capital Management LLC | 0 | $0 | 0.00% | −121,095−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −101,231−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −93,430−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −63,000−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −47,044−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −23,471−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −21,640−100.0% | Sold out |
| EJF Capital LLC | 0 | $0 | 0.00% | −20,113−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −19,965−100.0% | Sold out |
| Black Maple Capital Management LP | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −12,695−100.0% | Sold out |
| Systematic Financial Management LP | 0 | $0 | 0.00% | −12,360−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −10,660−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −10,320−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −9,793−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −7,610−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −7,143−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −7,143−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −6,614−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −6,142−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −6,099−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −5,196−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −4,701−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −3,333−100.0% | Sold out |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −561−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |
| ClariVest Asset Management LLC | – | – | – | – | Not filed |
| Abich Financial Wealth Management LLC | – | – | – | – | Not filed |