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 |
|---|---|---|---|---|---|
| Colony Group, LLC | 3,171 | $220.1K | 0.00% | +297+10.3% | Added |
| M&T Bank Corp | 3,076 | $213.5K | 0.00% | −6−0.2% | Reduced |
| Profund Advisors LLC | 3,006 | $208.6K | 0.01% | −1,365−31.2% | Reduced |
| Virtus ETF Advisers LLC | 3,000 | $208.2K | 0.10% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,971 | $206.2K | 0.00% | +771+35.0% | Added |
| Two Sigma Securities, LLC | 2,898 | $201.2K | 0.02% | +2,898 | New |
| Vestcor Inc | 2,854 | $198.0K | 0.01% | +2,854 | New |
| Ameritas Investment Partners, Inc. | 2,599 | $180.4K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,407 | $167.1K | 0.00% | +1,193+98.3% | Added |
| CWM, LLC | 2,301 | $159.7K | 0.00% | −58−2.5% | Reduced |
| Hamilton Capital Partners Inc. | 2,254 | $156.4K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 2,233 | $155.0K | 0.02% | +796+55.4% | Added |
| Central Trust Co | 2,000 | $138.8K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,886 | $130.9K | 0.00% | +441+30.5% | Added |
| GAMMA Investing LLC | 1,884 | $130.8K | 0.01% | −126−6.3% | Reduced |
| Forum Finance Group S.A. | 2,100 | $120.0K | 0.07% | +2,100 | New |
| KBC Group NV | 1,595 | $111.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 1,319 | $92.0K | 0.00% | +130+10.9% | Added |
| Transamerica Financial Advisors, Inc. | 1,232 | $85.5K | 0.01% | +641+108.5% | Added |
| DekaBank Deutsche Girozentrale | 1,181 | $81.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 958 | $66.5K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 832 | $56.0K | 0.00% | −932−52.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 749 | $52.0K | 0.01% | +29+4.0% | Added |
| Signature Equity Partners, LLC | 735 | $51.0K | 0.03% | −22−2.9% | Reduced |
| Simplex Trading, LLC | 734 | $50.9K | 0.00% | +734 | New |
| Assetmark, Inc | 566 | $39.3K | 0.00% | +77+15.7% | Added |
| Bessemer Group Inc | 528 | $37.0K | 0.00% | +232+78.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 515 | $35.7K | 0.00% | +83+19.2% | Added |
| Hazlett, Burt & Watson, Inc. | 500 | $35.0K | 0.01% | +400+400.0% | Added |
| Public Employees Retirement System of Ohio | 504 | $35.0K | 0.00% | −2−0.4% | Reduced |
| Farther Finance Advisors, LLC | 451 | $32.0K | 0.00% | +13+3.0% | Added |
| Nomura Asset Management Co Ltd | 440 | $30.5K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 425 | $29.9K | 0.00% | +168+65.4% | Added |
| Versant Capital Management, Inc | 398 | $27.6K | 0.00% | +39+10.9% | Added |
| Quadrant Capital Group LLC | 294 | $20.4K | 0.00% | −85−22.4% | Reduced |
| Allworth Financial LP | 279 | $19.4K | 0.00% | +16+6.1% | Added |
| Hantz Financial Services, Inc. | 255 | $18.0K | 0.00% | −23−8.3% | Reduced |
| Group One Trading, L.P. | 202 | $14.0K | 0.00% | −300−59.8% | Reduced |
| Bard Associates Inc | 200 | $13.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 200 | $13.9K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 199 | $13.8K | 0.00% | +1+0.5% | Added |
| EverSource Wealth Advisors, LLC | 163 | $11.3K | 0.00% | +62+61.4% | Added |
| Hilton Head Capital Partners, LLC | 159 | $11.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 153 | $10.6K | 0.00% | +12+8.5% | Added |
| Signaturefd, LLC | 116 | $8.05K | 0.00% | −2−1.7% | Reduced |
| Advisory Services Network, LLC | 103 | $7.15K | 0.00% | +103 | New |
| Massmutual Trust Co FSB | 101 | $7.01K | 0.00% | +53+110.4% | Added |
| Fortitude Family Office, LLC | 99 | $6.87K | 0.00% | −2−2.0% | Reduced |
| Vision Retirement, LLC | 95 | $6.59K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 90 | $6.25K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 76 | $5.28K | 0.00% | +76 | New |
| Quarry LP | 71 | $4.93K | 0.00% | −18−20.2% | Reduced |
| SRS Capital Advisors, Inc. | 70 | $4.86K | 0.00% | −284−80.2% | Reduced |
| Parkside Financial Bank & Trust | 63 | $4.37K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 56 | $3.89K | 0.00% | +11+24.4% | Added |
| Colonial Trust Co | 50 | $3.35K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 39 | $2.71K | 0.00% | +22+129.4% | Added |
| UMA Financial Services, Inc. | 35 | $2.43K | 0.00% | +8+29.6% | Added |
| Twin Peaks Wealth Advisors, LLC | 33 | $2.29K | 0.00% | +33 | New |
| Keating Financial Advisory Services, Inc. | 26 | $1.80K | 0.00% | +26 | New |
| MAI Capital Management | 24 | $1.67K | 0.00% | +24 | New |
| Cullen/Frost Bankers, Inc. | 22 | $1.53K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 22 | $1.53K | 0.00% | +22 | New |
| Westside Investment Management, Inc. | 18 | $1.25K | 0.00% | 00.0% | Unchanged |
| 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 |
| Whipplewood Advisors, LLC | 15 | $1.04K | 0.00% | +15 | New |
| Avion Wealth | 27 | $1.00K | 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 |
| DecisionPoint Financial, LLC | 9 | $625 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 6 | $416 | 0.00% | +6 | New |
| 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 |
| Abound Wealth Management | 3 | $209 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 3 | $209 | 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 |
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 0 | $0 | 0.00% | −139,293−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −57,392−100.0% | Sold out |
| Nomura Asset Management International Inc. | 0 | $0 | 0.00% | −56,490−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −40,635−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −30,276−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −21,448−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −21,228−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −20,985−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −18,051−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −17,443−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −16,114−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −13,200−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Odyssean, LLC | 0 | $0 | 0.00% | −10,044−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −9,457−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −5,924−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −5,898−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −5,842−100.0% | Sold out |