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 |
|---|---|---|---|---|---|
| Cary Street Partners Financial LLC | 3,500 | $276.9K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,464 | $274.0K | 0.00% | +493+16.6% | Added |
| Contravisory Investment Management, Inc. | 3,457 | $273.4K | 0.05% | −57−1.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,417 | $270.3K | 0.00% | +3,417 | New |
| Hillsdale Investment Management Inc. | 3,410 | $269.7K | 0.01% | −1,110−24.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,408 | $269.6K | 0.00% | +3,408 | New |
| Canada Pension Plan Investment Board | 3,400 | $268.9K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 3,353 | $265.2K | 0.00% | +120+3.7% | Added |
| Graham Capital Management, L.P. | 3,318 | $262.5K | 0.01% | −9,161−73.4% | Reduced |
| Ensign Peak Advisors, Inc | 3,284 | $259.8K | 0.00% | −19,796−85.8% | Reduced |
| Virtus ETF Advisers LLC | 3,075 | $243.2K | 0.09% | +75+2.5% | Added |
| Profund Advisors LLC | 2,934 | $232.1K | 0.01% | −72−2.4% | Reduced |
| CI Private Wealth, LLC | 2,891 | $228.7K | 0.00% | +2,891 | New |
| Vestcor Inc | 2,854 | $226.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,834 | $224.2K | 0.01% | +235+9.0% | Added |
| Coldstream Capital Management Inc | 2,794 | $221.0K | 0.00% | +2,794 | New |
| Wealth Enhancement Advisory Services, LLC | 2,811 | $215.4K | 0.00% | +2,811 | New |
| Tower Research Capital LLC (TRC) | 2,609 | $206.4K | 0.01% | +202+8.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,261 | $178.8K | 0.00% | +1,746+339.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,234 | $176.7K | 0.00% | +2,234 | New |
| Hamilton Capital Partners Inc. | 2,114 | $167.2K | 0.00% | −140−6.2% | Reduced |
| Aquatic Capital Management LLC | 2,095 | $165.7K | 0.01% | −5,986−74.1% | Reduced |
| Central Trust Co | 2,000 | $158.2K | 0.00% | 00.0% | Unchanged |
| Nykredit A/S | 1,979 | $156.5K | 0.00% | +1,979 | New |
| GAMMA Investing LLC | 1,967 | $155.6K | 0.01% | +83+4.4% | Added |
| Rockefeller Capital Management L.P. | 1,966 | $155.5K | 0.00% | +80+4.2% | Added |
| Transamerica Financial Advisors, Inc. | 1,752 | $138.6K | 0.01% | +520+42.2% | Added |
| State of Wyoming | 1,646 | $130.2K | 0.01% | +1,646 | New |
| Kemnay Advisory Services Inc. | 1,602 | $126.7K | 0.02% | −631−28.3% | Reduced |
| KBC Group NV | 1,595 | $126.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 1,376 | $109.0K | 0.00% | +57+4.3% | Added |
| Bayforest Capital Ltd | 1,160 | $91.8K | 0.08% | +1,160 | New |
| DekaBank Deutsche Girozentrale | 1,181 | $80.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 958 | $75.8K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 832 | $65.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 764 | $60.4K | 0.01% | +15+2.0% | Added |
| Signature Equity Partners, LLC | 683 | $54.0K | 0.02% | −52−7.1% | Reduced |
| Assetmark, Inc | 596 | $47.1K | 0.00% | +30+5.3% | Added |
| Versant Capital Management, Inc | 561 | $44.4K | 0.00% | +163+41.0% | Added |
| Hazlett, Burt & Watson, Inc. | 500 | $40.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 503 | $39.8K | 0.00% | −1−0.2% | Reduced |
| Eurizon Capital SGR S.p.A. | 442 | $35.0K | 0.00% | +442 | New |
| Farther Finance Advisors, LLC | 436 | $34.5K | 0.00% | −15−3.3% | Reduced |
| Bessemer Group Inc | 422 | $34.0K | 0.00% | −106−20.1% | Reduced |
| Salomon & Ludwin, LLC | 425 | $33.9K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 301 | $24.0K | 0.00% | +46+18.0% | Added |
| Allworth Financial LP | 281 | $22.2K | 0.00% | +2+0.7% | Added |
| Optiver Holding B.V. | 279 | $22.1K | 0.00% | +240+615.4% | Added |
| GWM Advisors LLC | 250 | $19.8K | 0.00% | +250 | New |
| Bard Associates Inc | 200 | $15.8K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 200 | $15.8K | 0.00% | +1+0.5% | Added |
| SRS Capital Advisors, Inc. | 183 | $14.5K | 0.00% | +113+161.4% | Added |
| Umb Bank N A | 164 | $13.0K | 0.00% | +11+7.2% | Added |
| EverSource Wealth Advisors, LLC | 153 | $12.1K | 0.00% | −10−6.1% | Reduced |
| Colonial Trust Advisors | 145 | $11.5K | 0.00% | +145 | New |
| Hilton Head Capital Partners, LLC | 118 | $9.33K | 0.00% | −41−25.8% | Reduced |
| Massmutual Trust Co FSB | 101 | $7.99K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 99 | $7.83K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 95 | $7.51K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 93 | $7.36K | 0.00% | +22+31.0% | Added |
| Signaturefd, LLC | 91 | $7.20K | 0.00% | −25−21.6% | Reduced |
| South State Corp. | 90 | $7.12K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 71 | $5.62K | 0.00% | −5−6.6% | Reduced |
| Parkside Financial Bank & Trust | 63 | $4.98K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 56 | $4.43K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 54 | $4.27K | 0.00% | +54 | New |
| Colonial Trust Co | 50 | $3.94K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 35 | $2.77K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 25 | $1.98K | 0.00% | −1−3.8% | Reduced |
| Bogart Wealth, LLC | 23 | $1.82K | 0.00% | +23 | 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 |
| Valued Wealth Advisors LLC | 21 | $1.66K | 0.00% | +21 | New |
| Tounjian Advisory Partners, LLC | 19 | $1.50K | 0.00% | +19 | New |
| Westside Investment Management, Inc. | 18 | $1.42K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 17 | $1.34K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 17 | $1.34K | 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 |
| Whipplewood Advisors, LLC | 15 | $1.19K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 14 | $1.11K | 0.00% | +3+27.3% | Added |
| Covestor Ltd | 8 | $1.00K | 0.00% | +6+300.0% | Added |
| Torren Management, LLC | 11 | $870 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 9 | $719 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 8 | $633 | 0.00% | +8 | New |
| Clearstead Advisors, LLC | 7 | $554 | 0.00% | +7 | New |
| Zions Bancorporation, National Association | 6 | $475 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $317 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4 | $316 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 4 | $316 | 0.00% | 00.0% | Unchanged |
| 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 |
| Davis Capital Management | 2 | $158 | 0.00% | +2 | New |
| Abound Wealth Management | 1 | $80 | 0.00% | −2−66.7% | Reduced |
| Clear Street Markets LLC | 1 | $79 | 0.00% | +1 | New |
| Evolution Advisers, Inc. | 12 | $0 | 0.00% | +12 | New |
| Walleye Capital LLC | 0 | $0 | 0.00% | −28,507−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −14,403−100.0% | Sold out |