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, Q2 2025
Institutional positions in Customers Bancorp, Inc. as of Jun 30, 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
- 241
- +3 vs. Q1 2025
- Shares held
- 28.3M
- −184.2K (−0.6%) vs. Q1 2025
- Total value
- $1.66B
- +$233.4M (+16.3%) vs. Q1 2025
- New holders
- 33
- 76 more added
- Sold out
- 30
- 88 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Customers Bancorp, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Abound Wealth Management | 3 | $177 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $235 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4 | $236 | 0.00% | −8−66.7% | Reduced |
| Larson Financial Group LLC | 8 | $470 | 0.00% | +3+60.0% | Added |
| Kilter Group LLC | 9 | $529 | 0.00% | +9 | New |
| DecisionPoint Financial, LLC | 9 | $560 | 0.00% | +9 | New |
| Rise Advisors, LLC | 10 | $587 | 0.00% | −8−44.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $587 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 15 | $881 | 0.00% | −1−6.3% | Reduced |
| Covestor Ltd | 12 | $1.00K | 0.00% | −25−67.6% | Reduced |
| Avion Wealth | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 24 | $1.00K | 0.00% | −5−17.2% | Reduced |
| SRS Capital Advisors, Inc. | 18 | $1.06K | 0.00% | +18 | New |
| First Horizon Advisors, Inc. | 19 | $1.12K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 20 | $1.18K | 0.00% | −14−41.2% | Reduced |
| Farmers & Merchants Investments Inc | 20 | $1.18K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 20 | $1.18K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 20 | $1.18K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 22 | $1.29K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 32 | $1.88K | 0.00% | +32 | New |
| Hantz Financial Services, Inc. | 39 | $2.00K | 0.00% | +36+1,200.0% | Added |
| Clearstead Advisors, LLC | 41 | $2.41K | 0.00% | +41 | New |
| Massmutual Trust Co FSB | 48 | $2.82K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 54 | $3.17K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 56 | $3.29K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 63 | $3.70K | 0.00% | +49+350.0% | Added |
| Rothschild Investment LLC | 65 | $3.82K | 0.00% | +10+18.2% | Added |
| Signaturefd, LLC | 75 | $4.41K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 75 | $4.41K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 79 | $4.64K | 0.00% | +79 | New |
| EverSource Wealth Advisors, LLC | 85 | $4.99K | 0.00% | +42+97.7% | Added |
| Skopos Labs, Inc. | 88 | $5.17K | 0.00% | −6−6.4% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 84 | $5.50K | 0.00% | +84 | New |
| Umb Bank N A | 99 | $5.82K | 0.00% | −22−18.2% | Reduced |
| Hopwood Financial Services, Inc. | 100 | $5.87K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 101 | $5.93K | 0.00% | +55+119.6% | Added |
| Hazlett, Burt & Watson, Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $6.58K | 0.00% | 0 | Unchanged |
| South State Corp. | 115 | $6.76K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 170 | $9.99K | 0.00% | +170 | New |
| Principal Securities, Inc. | 189 | $11.1K | 0.00% | +189 | New |
| Steward Partners Investment Advisory, LLC | 200 | $11.7K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 198 | $12.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 218 | $13.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 232 | $13.6K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 266 | $16.0K | 0.00% | +266 | New |
| Harbor Capital Advisors, Inc. | 283 | $17.0K | 0.00% | −27−8.7% | Reduced |
| Versant Capital Management, Inc | 346 | $20.3K | 0.00% | +41+13.4% | Added |
| Farther Finance Advisors, LLC | 412 | $24.2K | 0.00% | −23−5.3% | Reduced |
| Nomura Asset Management Co Ltd | 440 | $25.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 495 | $29.1K | 0.01% | +209+73.1% | Added |
| Public Employees Retirement System of Ohio | 520 | $30.5K | 0.00% | +2+0.4% | Added |
| Assetmark, Inc | 537 | $31.5K | 0.00% | +88+19.6% | Added |
| Fifth Third Bancorp | 566 | $33.2K | 0.00% | −75−11.7% | Reduced |
| Quest Partners LLC | 741 | $43.5K | 0.00% | −20,638−96.5% | Reduced |
| US Bancorp | 958 | $56.3K | 0.00% | +51+5.6% | Added |
| Ridgewood Investments LLC | 1,000 | $58.7K | 0.03% | 00.0% | Unchanged |
| KBC Group NV | 999 | $59.0K | 0.00% | −496−33.2% | Reduced |
| DekaBank Deutsche Girozentrale | 1,181 | $70.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,200 | $70.5K | 0.00% | −17,816−93.7% | Reduced |
| Smartleaf Asset Management LLC | 1,499 | $88.4K | 0.01% | −15−1.0% | Reduced |
| GAMMA Investing LLC | 1,896 | $111.4K | 0.01% | +9+0.5% | Added |
| Advisor Group Holdings, Inc. | 2,121 | $124.2K | 0.00% | +421+24.8% | Added |
| CWM, LLC | 2,434 | $143.0K | 0.00% | +85+3.6% | Added |
| Shell Asset Management Co | 2,599 | $153.0K | 0.01% | −657−20.2% | Reduced |
| Ameritas Investment Partners, Inc. | 3,098 | $182.0K | 0.01% | 00.0% | Unchanged |
| Corton Capital Inc. | 3,521 | $206.8K | 0.24% | +3,521 | New |
| DRW Securities, LLC | 3,567 | $211.7K | 0.01% | +3,567 | New |
| CIBC World Markets Corp | 3,646 | $214.2K | 0.00% | −2,925−44.5% | Reduced |
| Pictet Asset Management Holding SA | 3,685 | $216.5K | 0.00% | −957−20.6% | Reduced |
| Mutual of America Capital Management LLC | 3,774 | $221.7K | 0.00% | −472−11.1% | Reduced |
| Mariner, LLC | 3,884 | $228.1K | 0.00% | −1,869−32.5% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 4,000 | $235.0K | 0.09% | −1,000−20.0% | Reduced |
| EP Wealth Advisors, LLC | 4,143 | $243.4K | 0.00% | −288−6.5% | Reduced |
| Creative Planning | 4,260 | $250.2K | 0.00% | +4,260 | New |
| Squarepoint Ops LLC | 4,383 | $257.5K | 0.00% | −42,440−90.6% | Reduced |
| JustInvest LLC | 4,472 | $262.7K | 0.00% | −71−1.6% | Reduced |
| Teacher Retirement System of Texas | 4,542 | $266.8K | 0.00% | +185+4.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,077 | $268.9K | 0.00% | +4,077 | New |
| Martingale Asset Management L P | 4,634 | $272.2K | 0.01% | +4,634 | New |
| Simplex Trading, LLC | 4,788 | $281.0K | 0.01% | −2,867−37.5% | Reduced |
| Balyasny Asset Management LLC | 4,840 | $284.3K | 0.00% | +4,840 | New |
| First Wilshire Securities Management Inc | 4,900 | $287.8K | 0.08% | 00.0% | Unchanged |
| Bank of Montreal | 5,258 | $308.9K | 0.00% | +38+0.7% | Added |
| Amundi | 4,800 | $309.8K | 0.00% | −7,035−59.4% | Reduced |
| Victory Capital Management Inc | 5,280 | $310.1K | 0.00% | −1,502−22.1% | Reduced |
| The PNC Financial Services Group, Inc. | 5,428 | $318.8K | 0.00% | −166−3.0% | Reduced |
| Sageworth Trust Co | 5,452 | $320.3K | 0.02% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 5,562 | $326.7K | 0.01% | +243+4.6% | Added |
| Lido Advisors, LLC | 5,657 | $332.3K | 0.00% | +5,657 | New |
| KLP Kapitalforvaltning AS | 5,700 | $334.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,701 | $334.9K | 0.01% | +4,000+235.2% | Added |
| Teza Capital Management LLC | 5,952 | $349.6K | 0.26% | −310−5.0% | Reduced |
| Pathstone Holdings, LLC | 5,992 | $352.0K | 0.00% | +1,261+26.7% | Added |
| Arcus Capital Partners, LLC | 6,227 | $365.8K | 0.16% | +150+2.5% | Added |
| CWM Advisors, LLC | 6,560 | $385.3K | 0.04% | −268−3.9% | Reduced |
| ProShare Advisors LLC | 6,602 | $387.8K | 0.00% | −364−5.2% | Reduced |
| Gsa Capital Partners LLP | 6,646 | $390.0K | 0.03% | −21,879−76.7% | Reduced |
| Oregon Public Employees Retirement Fund | 6,771 | $397.7K | 0.01% | +100+1.5% | Added |
| MML Investors Services, LLC | 6,775 | $398.0K | 0.00% | +2,049+43.4% | Added |