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 2026
Institutional positions in Customers Bancorp, Inc. as of Jun 30, 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
- 298
- +18 vs. Q1 2026
- Shares held
- 33.7M
- −18.6K (−0.1%) vs. Q1 2026
- Total value
- $2.66B
- +$324.1M (+13.8%) vs. Q1 2026
- New holders
- 41
- 115 more added
- Sold out
- 23
- 89 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Customers Bancorp, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evolution Advisers, Inc. | 12 | $0 | 0.00% | +12 | New |
| Clear Street Markets LLC | 1 | $79 | 0.00% | +1 | New |
| Abound Wealth Management | 1 | $80 | 0.00% | −2−66.7% | Reduced |
| Davis Capital Management | 2 | $158 | 0.00% | +2 | New |
| GHP Investment Advisors, Inc. | 2 | $159 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 2 | $159 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2 | $159 | 0.00% | +2 | New |
| IFP Advisors, Inc | 4 | $316 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 4 | $316 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $317 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 6 | $475 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 7 | $554 | 0.00% | +7 | New |
| Plante Moran Financial Advisors, LLC | 8 | $633 | 0.00% | +8 | New |
| DecisionPoint Financial, LLC | 9 | $719 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 11 | $870 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 8 | $1.00K | 0.00% | +6+300.0% | Added |
| Larson Financial Group LLC | 14 | $1.11K | 0.00% | +3+27.3% | Added |
| Whipplewood Advisors, LLC | 15 | $1.19K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 16 | $1.27K | 0.00% | −1−5.9% | Reduced |
| Global Retirement Partners, LLC | 16 | $1.27K | 0.00% | +16 | New |
| Farmers & Merchants Investments Inc | 17 | $1.34K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 17 | $1.34K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 18 | $1.42K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 19 | $1.50K | 0.00% | +19 | New |
| Valued Wealth Advisors LLC | 21 | $1.66K | 0.00% | +21 | New |
| Cullen/Frost Bankers, Inc. | 22 | $1.74K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 22 | $1.74K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 23 | $1.82K | 0.00% | +23 | New |
| Keating Financial Advisory Services, Inc. | 25 | $1.98K | 0.00% | −1−3.8% | Reduced |
| Avion Wealth | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 35 | $2.77K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 50 | $3.94K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 54 | $4.27K | 0.00% | +54 | New |
| Rothschild Investment LLC | 56 | $4.43K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 63 | $4.98K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 71 | $5.62K | 0.00% | −5−6.6% | Reduced |
| South State Corp. | 90 | $7.12K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 91 | $7.20K | 0.00% | −25−21.6% | Reduced |
| Quarry LP | 93 | $7.36K | 0.00% | +22+31.0% | Added |
| Vision Retirement, LLC | 95 | $7.51K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 99 | $7.83K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 101 | $7.99K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 118 | $9.33K | 0.00% | −41−25.8% | Reduced |
| Colonial Trust Advisors | 145 | $11.5K | 0.00% | +145 | New |
| EverSource Wealth Advisors, LLC | 153 | $12.1K | 0.00% | −10−6.1% | Reduced |
| Umb Bank N A | 164 | $13.0K | 0.00% | +11+7.2% | Added |
| SRS Capital Advisors, Inc. | 183 | $14.5K | 0.00% | +113+161.4% | Added |
| Bard Associates Inc | 200 | $15.8K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 200 | $15.8K | 0.00% | +1+0.5% | Added |
| GWM Advisors LLC | 250 | $19.8K | 0.00% | +250 | New |
| Optiver Holding B.V. | 279 | $22.1K | 0.00% | +240+615.4% | Added |
| Allworth Financial LP | 281 | $22.2K | 0.00% | +2+0.7% | Added |
| Hantz Financial Services, Inc. | 301 | $24.0K | 0.00% | +46+18.0% | Added |
| Salomon & Ludwin, LLC | 425 | $33.9K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 422 | $34.0K | 0.00% | −106−20.1% | Reduced |
| Farther Finance Advisors, LLC | 436 | $34.5K | 0.00% | −15−3.3% | Reduced |
| Eurizon Capital SGR S.p.A. | 442 | $35.0K | 0.00% | +442 | New |
| Public Employees Retirement System of Ohio | 503 | $39.8K | 0.00% | −1−0.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 500 | $40.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 561 | $44.4K | 0.00% | +163+41.0% | Added |
| Assetmark, Inc | 596 | $47.1K | 0.00% | +30+5.3% | Added |
| Signature Equity Partners, LLC | 683 | $54.0K | 0.02% | −52−7.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 764 | $60.4K | 0.01% | +15+2.0% | Added |
| Smartleaf Asset Management LLC | 832 | $65.8K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 958 | $75.8K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,181 | $80.0K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 1,160 | $91.8K | 0.08% | +1,160 | New |
| CX Institutional | 1,376 | $109.0K | 0.00% | +57+4.3% | Added |
| KBC Group NV | 1,595 | $126.0K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 1,602 | $126.7K | 0.02% | −631−28.3% | Reduced |
| State of Wyoming | 1,646 | $130.2K | 0.01% | +1,646 | New |
| Transamerica Financial Advisors, Inc. | 1,752 | $138.6K | 0.01% | +520+42.2% | Added |
| Rockefeller Capital Management L.P. | 1,966 | $155.5K | 0.00% | +80+4.2% | Added |
| GAMMA Investing LLC | 1,967 | $155.6K | 0.01% | +83+4.4% | Added |
| Nykredit A/S | 1,979 | $156.5K | 0.00% | +1,979 | New |
| Central Trust Co | 2,000 | $158.2K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,095 | $165.7K | 0.01% | −5,986−74.1% | Reduced |
| Hamilton Capital Partners Inc. | 2,114 | $167.2K | 0.00% | −140−6.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,234 | $176.7K | 0.00% | +2,234 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,261 | $178.8K | 0.00% | +1,746+339.0% | Added |
| Tower Research Capital LLC (TRC) | 2,609 | $206.4K | 0.01% | +202+8.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 2,811 | $215.4K | 0.00% | +2,811 | New |
| Coldstream Capital Management Inc | 2,794 | $221.0K | 0.00% | +2,794 | New |
| Ameritas Investment Partners, Inc. | 2,834 | $224.2K | 0.01% | +235+9.0% | Added |
| Vestcor Inc | 2,854 | $226.0K | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 2,891 | $228.7K | 0.00% | +2,891 | New |
| Profund Advisors LLC | 2,934 | $232.1K | 0.01% | −72−2.4% | Reduced |
| Virtus ETF Advisers LLC | 3,075 | $243.2K | 0.09% | +75+2.5% | Added |
| Ensign Peak Advisors, Inc | 3,284 | $259.8K | 0.00% | −19,796−85.8% | Reduced |
| Graham Capital Management, L.P. | 3,318 | $262.5K | 0.01% | −9,161−73.4% | Reduced |
| LPL Financial LLC | 3,353 | $265.2K | 0.00% | +120+3.7% | Added |
| Canada Pension Plan Investment Board | 3,400 | $268.9K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,408 | $269.6K | 0.00% | +3,408 | New |
| Hillsdale Investment Management Inc. | 3,410 | $269.7K | 0.01% | −1,110−24.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,417 | $270.3K | 0.00% | +3,417 | New |
| Contravisory Investment Management, Inc. | 3,457 | $273.4K | 0.05% | −57−1.6% | Reduced |
| Advisor Group Holdings, Inc. | 3,464 | $274.0K | 0.00% | +493+16.6% | Added |
| Cary Street Partners Financial LLC | 3,500 | $276.9K | 0.01% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 3,603 | $285.0K | 0.00% | −36−1.0% | Reduced |
| Neuberger Berman Group LLC | 3,765 | $297.8K | 0.00% | +131+3.6% | Added |