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 |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 189 | $11.1K | 0.00% | +189 | New |
| Aster Capital Management (DIFC) Ltd | 170 | $9.99K | 0.00% | +170 | New |
| South State Corp. | 115 | $6.76K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $6.58K | 0.00% | 0 | Unchanged |
| Hazlett, Burt & Watson, Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 101 | $5.93K | 0.00% | +55+119.6% | Added |
| Hopwood Financial Services, Inc. | 100 | $5.87K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 99 | $5.82K | 0.00% | −22−18.2% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 84 | $5.50K | 0.00% | +84 | New |
| Skopos Labs, Inc. | 88 | $5.17K | 0.00% | −6−6.4% | Reduced |
| EverSource Wealth Advisors, LLC | 85 | $4.99K | 0.00% | +42+97.7% | Added |
| MAI Capital Management | 79 | $4.64K | 0.00% | +79 | New |
| Signaturefd, LLC | 75 | $4.41K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 75 | $4.41K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 65 | $3.82K | 0.00% | +10+18.2% | Added |
| Parkside Financial Bank & Trust | 63 | $3.70K | 0.00% | +49+350.0% | Added |
| Colonial Trust Co | 56 | $3.29K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 54 | $3.17K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 48 | $2.82K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 41 | $2.41K | 0.00% | +41 | New |
| Hantz Financial Services, Inc. | 39 | $2.00K | 0.00% | +36+1,200.0% | Added |
| Atlantic Trust, LLC | 32 | $1.88K | 0.00% | +32 | New |
| Cullen/Frost Bankers, Inc. | 22 | $1.29K | 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 |
| First Horizon Advisors, Inc. | 19 | $1.12K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 18 | $1.06K | 0.00% | +18 | New |
| 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 |
| Whipplewood Advisors, LLC | 15 | $881 | 0.00% | −1−6.3% | Reduced |
| Rise Advisors, LLC | 10 | $587 | 0.00% | −8−44.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $587 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 9 | $560 | 0.00% | +9 | New |
| Kilter Group LLC | 9 | $529 | 0.00% | +9 | New |
| Larson Financial Group LLC | 8 | $470 | 0.00% | +3+60.0% | Added |
| Jones Financial Companies LLLP | 4 | $236 | 0.00% | −8−66.7% | Reduced |
| True Wealth Design, LLC | 4 | $235 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $177 | 0.00% | 00.0% | Unchanged |
| Shellback Capital, LP | 0 | $0 | 0.00% | −130,423−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −107,559−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −81,034−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −78,561−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −50,397−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −22,481−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −15,449−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −14,693−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −13,361−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −12,739−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −11,115−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −9,823−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −9,395−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −7,372−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −6,321−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −5,864−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −5,780−100.0% | Sold out |
| Haverford Trust Co | 0 | $0 | 0.00% | −4,970−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −4,215−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −4,151−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −2,979−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −560−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −484−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −310−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Credit Agricole S A | – | – | – | – | Not filed |