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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, 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.

Institutional holdersQ1 2025: 239 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 heldQ1 2025: $1.43B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Customers Bancorp, Inc.; share changes are against Q4 2024.

Institutions holding CUBI in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Hughes Financial Services, LLC198$10.1K0.00%+198New
Steward Partners Investment Advisory, LLC200$10.0K0.00%00.0%Unchanged
Umb Bank N A121$6.07K0.00%+38+45.8%Added
South State Corp.115$5.77K0.00%+115New
Boston Private Wealth LLC106$5.32K0.00%+106New
Hopwood Financial Services, Inc.100$5.02K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.100$5.00K0.00%00.0%Unchanged
Skopos Labs, Inc.94$4.72K0.00%+19+25.3%Added
Signaturefd, LLC75$3.77K0.00%00.0%Unchanged
Spire Wealth Management75$3.77K0.00%00.0%Unchanged
Colonial Trust Co56$2.80K0.00%00.0%Unchanged
Rothschild Investment LLC55$2.76K0.00%+20+57.1%Added
Thurston, Springer, Miller, Herd & Titak, Inc.54$2.71K0.00%−205−79.2%Reduced
Massmutual Trust Co FSB48$2.41K0.00%00.0%Unchanged
Fortitude Family Office, LLC46$2.31K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC43$2.16K0.00%+22+104.8%Added
Covestor Ltd37$2.00K0.00%−46−55.4%Reduced
UMA Financial Services, Inc.34$1.71K0.00%+34New
Group One Trading, L.P.31$1.56K0.00%−201−86.6%Reduced
Cullen/Frost Bankers, Inc.22$1.10K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc20$1.00K0.00%00.0%Unchanged
SBI Securities Co., Ltd.20$1.00K0.00%00.0%Unchanged
Painted Porch Advisors LLC20$1.00K0.00%00.0%Unchanged
Avion Wealth27$1.00K0.00%00.0%Unchanged
Hemington Wealth Management29$1.00K0.00%00.0%Unchanged
First Horizon Advisors, Inc.19$9530.00%+19New
Rise Advisors, LLC18$9040.00%+18New
Whipplewood Advisors, LLC16$7530.00%+1+6.7%Added
Parkside Financial Bank & Trust14$7030.00%+10+250.0%Added
Jones Financial Companies LLLP12$6020.00%+12New
Kayne Anderson Rudnick Investment Management LLC10$5020.00%00.0%Unchanged
Stephens Consulting, LLC10$5020.00%+10New
Hexagon Capital Partners LLC6$3010.00%00.0%Unchanged
CoreCap Advisors, LLC6$3010.00%+6New
Larson Financial Group LLC5$2510.00%00.0%Unchanged
IFP Advisors, Inc0$2010.00%0Unchanged
True Wealth Design, LLC4$2010.00%+4New
Abound Wealth Management3$1510.00%−1−25.0%Reduced
Hantz Financial Services, Inc.3$00.00%+3New
Balyasny Asset Management LLC0$00.00%−80,716−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−36,000−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−21,085−100.0%Sold out
Marshall Wace, LLP0$00.00%−20,354−100.0%Sold out
Sanctuary Advisors, LLC0$00.00%−9,714−100.0%Sold out
Cornercap Investment Counsel Inc0$00.00%−10,261−100.0%Sold out
Crawford Fund Management, LLC0$00.00%−10,000−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−9,480−100.0%Sold out
Alps Advisors Inc0$00.00%−7,399−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−6,839−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−6,650−100.0%Sold out
Martingale Asset Management L P0$00.00%−6,614−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−5,504−100.0%Sold out
HSBC Holdings PLC0$00.00%−4,170−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−3,800−100.0%Sold out
R Squared Ltd0$00.00%−870−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−776−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−582−100.0%Sold out
Kestra Investment Management, LLC0$00.00%−483−100.0%Sold out
LRI Investments, LLC0$00.00%−230−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−169−100.0%Sold out
Creative Planning0$00.00%−94−100.0%Sold out
CIBC Private Wealth Group, LLC0$00.00%−91−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−85−100.0%Sold out
WPG Advisers, LLC0$00.00%−47−100.0%Sold out
Geneos Wealth Management Inc.0$00.00%−33−100.0%Sold out
Synergy Financial Management, LLC0$00.00%−12−100.0%Sold out
Continuum Advisory, LLC0$00.00%−10−100.0%Sold out
Capital A Wealth Management, LLC0$00.00%−1−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
Access Investment Management LLC––––Not filed
Global Retirement Partners, LLC––––Not filed