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, Q3 2025
Institutional positions in Customers Bancorp, Inc. as of Sep 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
- 265
- +28 vs. Q2 2025
- Shares held
- 30.9M
- +2.70M (+9.6%) vs. Q2 2025
- Total value
- $2.02B
- +$362.3M (+21.8%) vs. Q2 2025
- New holders
- 47
- 100 more added
- Sold out
- 19
- 79 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Customers Bancorp, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | −10−83.3% | Reduced |
| Parallel Advisors, LLC | 1 | $65 | 0.00% | +1 | New |
| Abound Wealth Management | 3 | $197 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4 | $261 | 0.00% | +4 | Added |
| True Wealth Design, LLC | 4 | $262 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4 | $270 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5 | $327 | 0.00% | −3−37.5% | Reduced |
| DecisionPoint Financial, LLC | 9 | $581 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $654 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 10 | $654 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 10 | $654 | 0.00% | +1+11.1% | Added |
| Financial Consulate, Inc | 10 | $654 | 0.00% | +10 | New |
| Avion Wealth | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $1.31K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 20 | $1.31K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 20 | $1.31K | 0.00% | +20 | New |
| UMA Financial Services, Inc. | 20 | $1.31K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 21 | $1.35K | 0.00% | +21 | New |
| Cullen/Frost Bankers, Inc. | 22 | $1.44K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 22 | $1.44K | 0.00% | +2+10.0% | Added |
| Atlantic Trust, LLC | 32 | $2.09K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 40 | $2.62K | 0.00% | +40 | New |
| Clearstead Advisors, LLC | 41 | $2.68K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 45 | $2.94K | 0.00% | −20−30.8% | Reduced |
| Massmutual Trust Co FSB | 48 | $3.14K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 50 | $3.27K | 0.00% | +50 | New |
| Colonial Trust Co | 50 | $3.33K | 0.00% | −6−10.7% | Reduced |
| Parkside Financial Bank & Trust | 63 | $4.12K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 75 | $4.90K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 90 | $5.88K | 0.00% | +90 | New |
| Salomon & Ludwin, LLC | 94 | $6.06K | 0.00% | +94 | New |
| Hopwood Financial Services, Inc. | 100 | $6.54K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 101 | $6.60K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 104 | $6.80K | 0.00% | +19+22.4% | Added |
| Optiver Holding B.V. | 106 | $6.93K | 0.00% | +106 | New |
| Hazlett, Burt & Watson, Inc. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 110 | $7.19K | 0.00% | +110 | New |
| SRS Capital Advisors, Inc. | 111 | $7.26K | 0.00% | +93+516.7% | Added |
| South State Corp. | 115 | $7.52K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 123 | $8.04K | 0.00% | +24+24.2% | Added |
| Hantz Financial Services, Inc. | 162 | $11.0K | 0.00% | +123+315.4% | Added |
| Transamerica Financial Advisors, Inc. | 187 | $12.2K | 0.00% | +187 | New |
| Steward Partners Investment Advisory, LLC | 200 | $13.1K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 198 | $13.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 208 | $13.6K | 0.00% | +133+177.3% | Added |
| Harbor Capital Advisors, Inc. | 237 | $15.0K | 0.00% | −46−16.3% | Reduced |
| Rockefeller Capital Management L.P. | 230 | $15.0K | 0.00% | +230 | New |
| Allworth Financial LP | 247 | $16.1K | 0.00% | +15+6.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 266 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 279 | $18.0K | 0.00% | +61+28.0% | Added |
| Group One Trading, L.P. | 342 | $22.4K | 0.00% | +342 | New |
| Versant Capital Management, Inc | 346 | $22.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 371 | $24.3K | 0.00% | +371 | New |
| Principal Securities, Inc. | 373 | $24.4K | 0.00% | +184+97.4% | Added |
| Nomura Asset Management Co Ltd | 440 | $28.8K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 440 | $28.8K | 0.02% | +440 | New |
| Quarry LP | 499 | $32.6K | 0.01% | +4+0.8% | Added |
| Public Employees Retirement System of Ohio | 517 | $33.8K | 0.00% | −3−0.6% | Reduced |
| Assetmark, Inc | 537 | $35.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 593 | $38.8K | 0.00% | +27+4.8% | Added |
| Farther Finance Advisors, LLC | 672 | $43.9K | 0.00% | +260+63.1% | Added |
| Aster Capital Management (DIFC) Ltd | 937 | $61.3K | 0.03% | +767+451.2% | Added |
| US Bancorp | 964 | $63.0K | 0.00% | +6+0.6% | Added |
| KBC Group NV | 999 | $65.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 1,024 | $67.0K | 0.00% | +1,024 | New |
| Shell Asset Management Co | 1,178 | $77.0K | 0.01% | −1,421−54.7% | Reduced |
| DekaBank Deutsche Girozentrale | 1,181 | $77.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,387 | $90.0K | 0.00% | −3,401−71.0% | Reduced |
| Smartleaf Asset Management LLC | 1,755 | $115.1K | 0.01% | +256+17.1% | Added |
| GAMMA Investing LLC | 1,919 | $125.4K | 0.01% | +23+1.2% | Added |
| Tower Research Capital LLC (TRC) | 1,932 | $126.3K | 0.00% | −3,769−66.1% | Reduced |
| Central Trust Co | 2,000 | $130.7K | 0.00% | +2,000 | New |
| Longaeva Partners L.P. | 2,080 | $136.0K | 0.03% | +2,080 | New |
| Advisor Group Holdings, Inc. | 2,256 | $148.2K | 0.00% | +135+6.4% | Added |
| CWM, LLC | 2,392 | $156.0K | 0.00% | −42−1.7% | Reduced |
| Ameritas Investment Partners, Inc. | 2,472 | $161.6K | 0.00% | −626−20.2% | Reduced |
| CIBC Bancorp USA Inc. | 3,155 | $206.2K | 0.00% | +3,155 | New |
| PharVision Advisers, LLC | 3,234 | $211.4K | 0.12% | +3,234 | New |
| Mutual of America Capital Management LLC | 3,294 | $215.3K | 0.00% | −480−12.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,376 | $220.7K | 0.01% | +3,376 | New |
| Wealth Enhancement Advisory Services, LLC | 3,367 | $220.7K | 0.00% | −710−17.4% | Reduced |
| Bank of Montreal | 3,471 | $226.9K | 0.00% | −1,787−34.0% | Reduced |
| DRW Securities, LLC | 3,508 | $228.4K | 0.01% | −59−1.7% | Reduced |
| Corton Capital Inc. | 3,640 | $237.9K | 0.59% | +119+3.4% | Added |
| Los Angeles Capital Management LLC | 3,658 | $239.1K | 0.00% | +3,658 | New |
| Teacher Retirement System of Texas | 3,920 | $256.3K | 0.00% | −622−13.7% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 4,000 | $261.5K | 0.10% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 4,049 | $264.5K | 0.00% | +4,049 | New |
| Maryland State Retirement & Pension System | 4,228 | $276.4K | 0.01% | −4,405−51.0% | Reduced |
| Pictet Asset Management Holding SA | 4,443 | $290.4K | 0.00% | +758+20.6% | Added |
| JustInvest LLC | 4,547 | $297.3K | 0.00% | +75+1.7% | Added |
| Victory Capital Management Inc | 4,637 | $303.1K | 0.00% | −643−12.2% | Reduced |
| Yorktown Management & Research Co Inc | 4,850 | $317.0K | 0.25% | +4,850 | New |
| First Wilshire Securities Management Inc | 4,900 | $320.3K | 0.09% | 00.0% | Unchanged |
| HBK Investments L P | 4,942 | $323.1K | 0.00% | +4,942 | New |
| Entropy Technologies, LP | 4,989 | $326.1K | 0.02% | +4,989 | New |
| Corsair Capital Management, L.P. | 5,000 | $326.9K | 0.06% | +5,000 | New |
| Occudo Quantitative Strategies LP | 5,317 | $347.6K | 0.04% | +5,317 | New |
| Amundi | 5,290 | $348.3K | 0.00% | +490+10.2% | Added |