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, Q1 2025
Institutional positions in Customers Bancorp, Inc. as of Mar 31, 2025. 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
- +3 vs. Q4 2024
- Shares held
- 28.5M
- +1.30M (+4.8%) vs. Q4 2024
- Total value
- $1.43B
- +$106.8M (+8.1%) vs. Q4 2024
- New holders
- 32
- 77 more added
- Sold out
- 29
- 86 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Customers Bancorp, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 3 | $0 | 0.00% | +3 | New |
| Abound Wealth Management | 3 | $151 | 0.00% | −1−25.0% | Reduced |
| IFP Advisors, Inc | 0 | $201 | 0.00% | 0 | Unchanged |
| True Wealth Design, LLC | 4 | $201 | 0.00% | +4 | New |
| Larson Financial Group LLC | 5 | $251 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 6 | $301 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6 | $301 | 0.00% | +6 | New |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $502 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 10 | $502 | 0.00% | +10 | New |
| Jones Financial Companies LLLP | 12 | $602 | 0.00% | +12 | New |
| Parkside Financial Bank & Trust | 14 | $703 | 0.00% | +10+250.0% | Added |
| Whipplewood Advisors, LLC | 16 | $753 | 0.00% | +1+6.7% | Added |
| Rise Advisors, LLC | 18 | $904 | 0.00% | +18 | New |
| First Horizon Advisors, Inc. | 19 | $953 | 0.00% | +19 | New |
| Avion Wealth | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 22 | $1.10K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 31 | $1.56K | 0.00% | −201−86.6% | Reduced |
| UMA Financial Services, Inc. | 34 | $1.71K | 0.00% | +34 | New |
| Covestor Ltd | 37 | $2.00K | 0.00% | −46−55.4% | Reduced |
| EverSource Wealth Advisors, LLC | 43 | $2.16K | 0.00% | +22+104.8% | Added |
| Fortitude Family Office, LLC | 46 | $2.31K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 48 | $2.41K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 54 | $2.71K | 0.00% | −205−79.2% | Reduced |
| Rothschild Investment LLC | 55 | $2.76K | 0.00% | +20+57.1% | Added |
| Colonial Trust Co | 56 | $2.80K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 75 | $3.77K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 75 | $3.77K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 94 | $4.72K | 0.00% | +19+25.3% | Added |
| Hazlett, Burt & Watson, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 100 | $5.02K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 106 | $5.32K | 0.00% | +106 | New |
| South State Corp. | 115 | $5.77K | 0.00% | +115 | New |
| Umb Bank N A | 121 | $6.07K | 0.00% | +38+45.8% | Added |
| Steward Partners Investment Advisory, LLC | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 198 | $10.1K | 0.00% | +198 | New |
| Bessemer Group Inc | 218 | $11.0K | 0.00% | +137+169.1% | Added |
| Allworth Financial LP | 232 | $11.7K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 286 | $14.4K | 0.00% | +271+1,806.7% | Added |
| Versant Capital Management, Inc | 305 | $15.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 310 | $15.6K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 310 | $16.0K | 0.00% | +84+37.2% | Added |
| Nomura Asset Management Co Ltd | 440 | $22.1K | 0.00% | +440 | New |
| Farther Finance Advisors, LLC | 435 | $22.1K | 0.00% | −56−11.4% | Reduced |
| Assetmark, Inc | 449 | $22.5K | 0.00% | +45+11.1% | Added |
| Picton Mahoney Asset Management | 484 | $24.0K | 0.00% | −101−17.3% | Reduced |
| Public Employees Retirement System of Ohio | 518 | $26.0K | 0.00% | +60+13.1% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 560 | $28.1K | 0.01% | −381−40.5% | Reduced |
| Fifth Third Bancorp | 641 | $32.2K | 0.00% | −138−17.7% | Reduced |
| US Bancorp | 907 | $45.5K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 1,000 | $50.2K | 0.02% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,181 | $58.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,495 | $75.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,514 | $75.9K | 0.01% | −129−7.9% | Reduced |
| Advisor Group Holdings, Inc. | 1,700 | $85.3K | 0.00% | −101−5.6% | Reduced |
| Tower Research Capital LLC (TRC) | 1,701 | $85.4K | 0.00% | −7,638−81.8% | Reduced |
| GAMMA Investing LLC | 1,887 | $94.7K | 0.01% | +403+27.2% | Added |
| CWM, LLC | 2,349 | $118.0K | 0.00% | −86−3.5% | Reduced |
| Coldstream Capital Management Inc | 2,979 | $149.5K | 0.00% | +2,979 | New |
| Ameritas Investment Partners, Inc. | 3,098 | $155.5K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 3,256 | $163.0K | 0.01% | −1,688−34.1% | Reduced |
| Ground Swell Capital, LLC | 4,151 | $208.4K | 0.47% | +4,151 | New |
| Point72 (DIFC) Ltd | 4,215 | $211.6K | 0.02% | +1,122+36.3% | Added |
| Mutual of America Capital Management LLC | 4,246 | $213.1K | 0.00% | −171−3.9% | Reduced |
| Centiva Capital, LP | 4,345 | $218.1K | 0.01% | +4,345 | New |
| Teacher Retirement System of Texas | 4,357 | $218.7K | 0.00% | +4,357 | New |
| EP Wealth Advisors, LLC | 4,431 | $222.4K | 0.00% | +223+5.3% | Added |
| JustInvest LLC | 4,543 | $228.1K | 0.00% | +320+7.6% | Added |
| Pictet Asset Management Holding SA | 4,642 | $233.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 4,726 | $237.0K | 0.00% | +4,726 | New |
| Pathstone Holdings, LLC | 4,731 | $237.5K | 0.00% | −3,082−39.4% | Reduced |
| First Wilshire Securities Management Inc | 4,900 | $246.0K | 0.07% | −5,000−50.5% | Reduced |
| Haverford Trust Co | 4,970 | $249.5K | 0.00% | +4,970 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,000 | $251.0K | 0.12% | 00.0% | Unchanged |
| Bank of Montreal | 5,220 | $262.0K | 0.00% | +5,220 | New |
| Concurrent Investment Advisors, LLC | 5,319 | $267.0K | 0.01% | +5,319 | New |
| Royal Bank of Canada | 5,344 | $269.0K | 0.00% | +553+11.5% | Added |
| Sageworth Trust Co | 5,452 | $273.7K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,594 | $280.8K | 0.00% | +19+0.3% | Added |
| KLP Kapitalforvaltning AS | 5,700 | $286.1K | 0.00% | −10,500−64.8% | Reduced |
| Mariner, LLC | 5,753 | $288.8K | 0.00% | +1,327+30.0% | Added |
| Mach-1 Financial Group, Inc. | 5,780 | $290.2K | 0.09% | +5,780 | New |
| Oxford Asset Management LLP | 5,864 | $294.4K | 0.13% | +5,864 | New |
| Arcus Capital Partners, LLC | 6,077 | $305.1K | 0.12% | +6,077 | New |
| Quantinno Capital Management LP | 6,084 | $305.4K | 0.00% | +6,084 | New |
| Teza Capital Management LLC | 6,262 | $314.4K | 0.14% | −836−11.8% | Reduced |
| Los Angeles Capital Management LLC | 6,321 | $317.3K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 6,324 | $317.5K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Corp | 6,571 | $329.9K | 0.00% | +6,571 | New |
| Oregon Public Employees Retirement Fund | 6,671 | $334.9K | 0.01% | −200−2.9% | Reduced |
| Victory Capital Management Inc | 6,782 | $340.5K | 0.00% | +1,396+25.9% | Added |
| CWM Advisors, LLC | 6,828 | $342.8K | 0.04% | −1,442−17.4% | Reduced |
| State of Tennessee, Treasury Department | 6,959 | $349.3K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 6,966 | $349.7K | 0.00% | −1,949−21.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,976 | $350.2K | 0.00% | +752+12.1% | Added |
| Lazard Asset Management LLC | 7,311 | $365.0K | 0.00% | +2,731+59.6% | Added |
| Quadrature Capital Ltd | 7,372 | $370.2K | 0.01% | −4,628−38.6% | Reduced |