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 2026
Institutional positions in Customers Bancorp, Inc. as of Mar 31, 2026. 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
- 282
- +5 vs. Q4 2025
- Shares held
- 33.7M
- +4.04M (+13.6%) vs. Q4 2025
- Total value
- $2.34B
- +$171.3M (+7.9%) vs. Q4 2025
- New holders
- 38
- 117 more added
- Sold out
- 33
- 82 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Customers Bancorp, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 2 | $139 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2 | $139 | 0.00% | +2 | New |
| Abound Wealth Management | 3 | $209 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 3 | $209 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $278 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4 | $278 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 4 | $278 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 6 | $416 | 0.00% | +6 | New |
| DecisionPoint Financial, LLC | 9 | $625 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 11 | $764 | 0.00% | −311−96.6% | Reduced |
| Torren Management, LLC | 11 | $764 | 0.00% | −15−57.7% | Reduced |
| Avion Wealth | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 15 | $1.04K | 0.00% | +15 | New |
| Cedar Mountain Advisors, LLC | 17 | $1.18K | 0.00% | −19−52.8% | Reduced |
| Farmers & Merchants Investments Inc | 17 | $1.18K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 17 | $1.18K | 0.00% | +1+6.3% | Added |
| Root Financial Partners, LLC | 17 | $1.18K | 0.00% | +17 | New |
| Westside Investment Management, Inc. | 18 | $1.25K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 22 | $1.53K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 22 | $1.53K | 0.00% | +22 | New |
| MAI Capital Management | 24 | $1.67K | 0.00% | +24 | New |
| Keating Financial Advisory Services, Inc. | 26 | $1.80K | 0.00% | +26 | New |
| Twin Peaks Wealth Advisors, LLC | 33 | $2.29K | 0.00% | +33 | New |
| UMA Financial Services, Inc. | 35 | $2.43K | 0.00% | +8+29.6% | Added |
| Optiver Holding B.V. | 39 | $2.71K | 0.00% | +22+129.4% | Added |
| Colonial Trust Co | 50 | $3.35K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 56 | $3.89K | 0.00% | +11+24.4% | Added |
| Parkside Financial Bank & Trust | 63 | $4.37K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 70 | $4.86K | 0.00% | −284−80.2% | Reduced |
| Quarry LP | 71 | $4.93K | 0.00% | −18−20.2% | Reduced |
| JPL Wealth Management, LLC | 76 | $5.28K | 0.00% | +76 | New |
| South State Corp. | 90 | $6.25K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 95 | $6.59K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 99 | $6.87K | 0.00% | −2−2.0% | Reduced |
| Massmutual Trust Co FSB | 101 | $7.01K | 0.00% | +53+110.4% | Added |
| Advisory Services Network, LLC | 103 | $7.15K | 0.00% | +103 | New |
| Signaturefd, LLC | 116 | $8.05K | 0.00% | −2−1.7% | Reduced |
| Umb Bank N A | 153 | $10.6K | 0.00% | +12+8.5% | Added |
| Hilton Head Capital Partners, LLC | 159 | $11.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 163 | $11.3K | 0.00% | +62+61.4% | Added |
| Hughes Financial Services, LLC | 199 | $13.8K | 0.00% | +1+0.5% | Added |
| Bard Associates Inc | 200 | $13.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 200 | $13.9K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 202 | $14.0K | 0.00% | −300−59.8% | Reduced |
| Hantz Financial Services, Inc. | 255 | $18.0K | 0.00% | −23−8.3% | Reduced |
| Allworth Financial LP | 279 | $19.4K | 0.00% | +16+6.1% | Added |
| Quadrant Capital Group LLC | 294 | $20.4K | 0.00% | −85−22.4% | Reduced |
| Versant Capital Management, Inc | 398 | $27.6K | 0.00% | +39+10.9% | Added |
| Salomon & Ludwin, LLC | 425 | $29.9K | 0.00% | +168+65.4% | Added |
| Nomura Asset Management Co Ltd | 440 | $30.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 451 | $32.0K | 0.00% | +13+3.0% | Added |
| Public Employees Retirement System of Ohio | 504 | $35.0K | 0.00% | −2−0.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 500 | $35.0K | 0.01% | +400+400.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 515 | $35.7K | 0.00% | +83+19.2% | Added |
| Bessemer Group Inc | 528 | $37.0K | 0.00% | +232+78.4% | Added |
| Assetmark, Inc | 566 | $39.3K | 0.00% | +77+15.7% | Added |
| Simplex Trading, LLC | 734 | $50.9K | 0.00% | +734 | New |
| Signature Equity Partners, LLC | 735 | $51.0K | 0.03% | −22−2.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 749 | $52.0K | 0.01% | +29+4.0% | Added |
| Smartleaf Asset Management LLC | 832 | $56.0K | 0.00% | −932−52.8% | Reduced |
| US Bancorp | 958 | $66.5K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,181 | $81.0K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,232 | $85.5K | 0.01% | +641+108.5% | Added |
| CX Institutional | 1,319 | $92.0K | 0.00% | +130+10.9% | Added |
| KBC Group NV | 1,595 | $111.0K | 0.00% | 00.0% | Unchanged |
| Forum Finance Group S.A. | 2,100 | $120.0K | 0.07% | +2,100 | New |
| GAMMA Investing LLC | 1,884 | $130.8K | 0.01% | −126−6.3% | Reduced |
| Rockefeller Capital Management L.P. | 1,886 | $130.9K | 0.00% | +441+30.5% | Added |
| Central Trust Co | 2,000 | $138.8K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 2,233 | $155.0K | 0.02% | +796+55.4% | Added |
| Hamilton Capital Partners Inc. | 2,254 | $156.4K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 2,301 | $159.7K | 0.00% | −58−2.5% | Reduced |
| Tower Research Capital LLC (TRC) | 2,407 | $167.1K | 0.00% | +1,193+98.3% | Added |
| Ameritas Investment Partners, Inc. | 2,599 | $180.4K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 2,854 | $198.0K | 0.01% | +2,854 | New |
| Two Sigma Securities, LLC | 2,898 | $201.2K | 0.02% | +2,898 | New |
| Advisor Group Holdings, Inc. | 2,971 | $206.2K | 0.00% | +771+35.0% | Added |
| Virtus ETF Advisers LLC | 3,000 | $208.2K | 0.10% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,006 | $208.6K | 0.01% | −1,365−31.2% | Reduced |
| M&T Bank Corp | 3,076 | $213.5K | 0.00% | −6−0.2% | Reduced |
| Colony Group, LLC | 3,171 | $220.1K | 0.00% | +297+10.3% | Added |
| LPL Financial LLC | 3,233 | $224.4K | 0.00% | +3,233 | New |
| Virginia Retirement Systems Et Al | 3,350 | $232.5K | 0.00% | −5,900−63.8% | Reduced |
| Canada Pension Plan Investment Board | 3,400 | $236.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 3,500 | $242.9K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 3,514 | $243.9K | 0.05% | 00.0% | Unchanged |
| Marex Group plc | 3,627 | $251.8K | 0.00% | +3,627 | New |
| Neuberger Berman Group LLC | 3,634 | $252.2K | 0.00% | +388+12.0% | Added |
| Mutual of America Capital Management LLC | 3,639 | $252.6K | 0.00% | +7+0.2% | Added |
| Capstone Investment Advisors, LLC | 3,690 | $256.1K | 0.00% | +3,690 | New |
| Los Angeles Capital Management LLC | 3,881 | $269.4K | 0.00% | +223+6.1% | Added |
| Swiss Life Asset Management Ltd | 3,883 | $269.5K | 0.00% | +71+1.9% | Added |
| Xponance, Inc. | 4,057 | $281.6K | 0.00% | +503+14.2% | Added |
| Cetera Investment Advisers | 4,071 | $282.6K | 0.00% | +1,001+32.6% | Added |
| Aigen Investment Management, LP | 4,174 | $289.7K | 0.07% | +4,174 | New |
| LSV Asset Management | 4,200 | $292.0K | 0.00% | −77,800−94.9% | Reduced |
| EP Wealth Advisors, LLC | 4,429 | $307.4K | 0.00% | +338+8.3% | Added |
| Hillsdale Investment Management Inc. | 4,520 | $313.7K | 0.01% | +4,400+3,666.7% | Added |
| GTS Securities LLC | 4,567 | $317.0K | 0.01% | +4,567 | New |