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, Q4 2025
Institutional positions in Customers Bancorp, Inc. as of Dec 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
- 284
- +23 vs. Q3 2025
- Shares held
- 32.0M
- +1.10M (+3.6%) vs. Q3 2025
- Total value
- $2.34B
- +$320.1M (+15.8%) vs. Q3 2025
- New holders
- 55
- 107 more added
- Sold out
- 32
- 90 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Customers Bancorp, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 2 | $147 | 0.00% | +2 | New |
| Abound Wealth Management | 3 | $220 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 3 | $220 | 0.00% | +3 | New |
| IFP Advisors, Inc | 4 | $292 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 4 | $292 | 0.00% | +4 | New |
| True Wealth Design, LLC | 4 | $293 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 7 | $512 | 0.00% | +7 | New |
| Flagship Harbor Advisors, LLC | 7 | $512 | 0.00% | +7 | New |
| Global Retirement Partners, LLC | 8 | $585 | 0.00% | +8 | New |
| DecisionPoint Financial, LLC | 9 | $659 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $731 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 12 | $877 | 0.00% | +12 | New |
| Avion Wealth | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 16 | $1.17K | 0.00% | +6+60.0% | Added |
| Optiver Holding B.V. | 17 | $1.24K | 0.00% | −89−84.0% | Reduced |
| Farmers & Merchants Investments Inc | 17 | $1.24K | 0.00% | −3−15.0% | Reduced |
| Westside Investment Management, Inc. | 18 | $1.32K | 0.00% | +18 | New |
| SJS Investment Consulting Inc. | 18 | $1.32K | 0.00% | +18 | New |
| Jones Financial Companies LLLP | 20 | $1.46K | 0.00% | +16+400.0% | Added |
| Turning Point Benefit Group, Inc. | 21 | $1.54K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 22 | $1.61K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 26 | $1.90K | 0.00% | +26 | New |
| UMA Financial Services, Inc. | 27 | $1.98K | 0.00% | +7+35.0% | Added |
| Cedar Mountain Advisors, LLC | 36 | $2.63K | 0.00% | −4−10.0% | Reduced |
| Rothschild Investment LLC | 45 | $3.29K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 48 | $3.51K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 50 | $3.65K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 63 | $4.61K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 89 | $6.51K | 0.00% | −410−82.2% | Reduced |
| South State Corp. | 90 | $6.58K | 0.00% | −25−21.7% | Reduced |
| Aster Capital Management (DIFC) Ltd | 94 | $6.87K | 0.00% | −843−90.0% | Reduced |
| Vision Retirement, LLC | 95 | $6.95K | 0.00% | +95 | New |
| Hazlett, Burt & Watson, Inc. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 101 | $7.38K | 0.00% | −3−2.9% | Reduced |
| Fortitude Family Office, LLC | 101 | $7.38K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 118 | $8.63K | 0.00% | −90−43.3% | Reduced |
| Hillsdale Investment Management Inc. | 120 | $8.77K | 0.00% | +10+9.1% | Added |
| Umb Bank N A | 141 | $10.3K | 0.00% | +18+14.6% | Added |
| Hilton Head Capital Partners, LLC | 159 | $11.6K | 0.01% | +159 | New |
| Hughes Financial Services, LLC | 198 | $14.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 200 | $14.6K | 0.00% | 00.0% | Unchanged |
| Bard Associates Inc | 200 | $14.6K | 0.00% | +200 | New |
| Harbor Capital Advisors, Inc. | 233 | $17.0K | 0.00% | −4−1.7% | Reduced |
| Allworth Financial LP | 263 | $19.2K | 0.00% | +16+6.5% | Added |
| Salomon & Ludwin, LLC | 257 | $19.6K | 0.00% | +163+173.4% | Added |
| Hantz Financial Services, Inc. | 278 | $20.0K | 0.00% | +116+71.6% | Added |
| Bessemer Group Inc | 296 | $22.0K | 0.00% | +17+6.1% | Added |
| Larson Financial Group LLC | 322 | $23.5K | 0.00% | +317+6,340.0% | Added |
| SRS Capital Advisors, Inc. | 354 | $25.9K | 0.00% | +243+218.9% | Added |
| Versant Capital Management, Inc | 359 | $26.3K | 0.00% | +13+3.8% | Added |
| Quadrant Capital Group LLC | 379 | $27.7K | 0.00% | +8+2.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 432 | $32.0K | 0.00% | +166+62.4% | Added |
| Farther Finance Advisors, LLC | 438 | $32.0K | 0.00% | −234−34.8% | Reduced |
| Nomura Asset Management Co Ltd | 440 | $32.2K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 489 | $35.8K | 0.00% | −48−8.9% | Reduced |
| Group One Trading, L.P. | 502 | $36.7K | 0.00% | +160+46.8% | Added |
| Public Employees Retirement System of Ohio | 506 | $37.0K | 0.00% | −11−2.1% | Reduced |
| Fifth Third Bancorp | 575 | $42.0K | 0.00% | −18−3.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 591 | $43.2K | 0.00% | +404+216.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 720 | $52.6K | 0.01% | +720 | New |
| Signature Equity Partners, LLC | 757 | $55.4K | 0.03% | +757 | New |
| DekaBank Deutsche Girozentrale | 1,181 | $61.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 958 | $70.0K | 0.00% | −6−0.6% | Reduced |
| CX Institutional | 1,189 | $87.0K | 0.00% | +165+16.1% | Added |
| Tower Research Capital LLC (TRC) | 1,214 | $88.8K | 0.00% | −718−37.2% | Reduced |
| Kemnay Advisory Services Inc. | 1,437 | $105.1K | 0.02% | +1,437 | New |
| Rockefeller Capital Management L.P. | 1,445 | $105.7K | 0.00% | +1,215+528.3% | Added |
| KBC Group NV | 1,595 | $117.0K | 0.00% | +596+59.7% | Added |
| Royal Bank of Canada | 1,660 | $121.0K | 0.00% | −37,639−95.8% | Reduced |
| Smartleaf Asset Management LLC | 1,764 | $129.5K | 0.00% | +9+0.5% | Added |
| Central Trust Co | 2,000 | $146.2K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,010 | $147.0K | 0.01% | +91+4.7% | Added |
| Advisor Group Holdings, Inc. | 2,200 | $160.9K | 0.00% | −56−2.5% | Reduced |
| Hamilton Capital Partners Inc. | 2,254 | $164.8K | 0.01% | +2,254 | New |
| Quantbot Technologies LP | 2,265 | $165.6K | 0.01% | −60,175−96.4% | Reduced |
| CWM, LLC | 2,359 | $172.0K | 0.00% | −33−1.4% | Reduced |
| Ameritas Investment Partners, Inc. | 2,599 | $190.0K | 0.01% | +127+5.1% | Added |
| nVerses Capital, LLC | 2,821 | $206.3K | 0.46% | +2,821 | New |
| Kestra Advisory Services, LLC | 2,867 | $209.6K | 0.00% | +2,867 | New |
| Colony Group, LLC | 2,874 | $210.1K | 0.00% | +2,874 | New |
| Coldstream Capital Management Inc | 2,949 | $215.6K | 0.00% | +2,949 | New |
| CI Private Wealth, LLC | 2,999 | $219.3K | 0.00% | +2,999 | New |
| Virtus ETF Advisers LLC | 3,000 | $219.4K | 0.10% | +3,000 | New |
| Cetera Investment Advisers | 3,070 | $224.5K | 0.00% | +3,070 | New |
| Bank of Montreal | 3,075 | $224.8K | 0.00% | −396−11.4% | Reduced |
| M&T Bank Corp | 3,082 | $225.4K | 0.00% | +3,082 | New |
| Neuberger Berman Group LLC | 3,246 | $237.3K | 0.00% | +3,246 | New |
| Abacus Wealth Partners, LLC | 3,279 | $239.8K | 0.02% | +3,279 | New |
| Ensign Peak Advisors, Inc | 3,334 | $243.8K | 0.00% | −6,100−64.7% | Reduced |
| Los Angeles Capital Management LLC | 3,658 | $246.0K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 3,400 | $248.6K | 0.00% | +3,400 | New |
| Ashton Thomas Private Wealth, LLC | 3,478 | $254.3K | 0.01% | +102+3.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,310 | $255.4K | 0.00% | −57−1.7% | Reduced |
| Cary Street Partners Financial LLC | 3,500 | $255.9K | 0.01% | +3,500 | New |
| Contravisory Investment Management, Inc. | 3,514 | $256.9K | 0.05% | +3,514 | New |
| Xponance, Inc. | 3,554 | $259.9K | 0.00% | +3,554 | New |
| Mutual of America Capital Management LLC | 3,632 | $265.6K | 0.00% | +338+10.3% | Added |
| XTX Topco Ltd | 3,701 | $270.6K | 0.01% | +3,701 | New |
| Mercer Global Advisors Inc | 3,795 | $277.5K | 0.00% | +3,795 | New |