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Customers Bancorp (CUBI) Institutional Ownership

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$65.06 +0.54 (+0.83%)
Closing price 03:59 PM Eastern
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$65.05 -0.02 (-0.02%)
As of 04:03 PM Eastern
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Institutional Ownership Changes (13F Filings) for Customers Bancorp (NYSE:CUBI)

Current
Institutional Ownership
Percentage
89.29%
Number of
Institutional Buyers
(last 12 months)
138
Total
Institutional Inflows
(last 12 months)
$337.58M
Number of
Institutional Sellers
(last 12 months)
107
Total
Institutional Outflows
(last 12 months)
$213.74M
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CUBI Institutional Buying and Selling by Quarter

Customers Bancorp Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2025Voya Investment Management LLC20,623$1.35M0.0%-15.8%0.065%
10/7/2025 Assenagon Asset Management S.A.290,919$19.02M0.0%+29.0%0.920%
9/24/2025Texas Permanent School Fund Corp62,862$3.69M0.0%+8.3%0.199%
9/4/2025Osaic Holdings Inc.2,121$124K0.0%+24.8%0.007%
8/26/2025Thrivent Financial for Lutherans23,716$1.39M0.0%-39.1%0.075%
8/16/2025Public Sector Pension Investment Board120,225$7.06M0.0%+7.3%0.380%
8/15/2025CANADA LIFE ASSURANCE Co31,914$1.88M0.0%-1.6%0.101%
8/15/2025Tower Research Capital LLC TRC 5,701$335K0.0%+235.2%0.018%
8/15/2025Anatole Investment Management Ltd299,500$17.59M3.0%N/A0.947%
8/15/2025Teza Capital Management LLC5,952$350K0.3%-5.0%0.019%
8/15/2025Tidal Investments LLC301,982$17.74M0.1%+45.3%0.955%
8/15/2025Rafferty Asset Management LLC38,339$2.25M0.0%-17.5%0.121%
8/15/2025Militia Capital Partners LP25,000$1.47M0.7%+56.3%0.079%
8/15/2025Lazard Asset Management LLC7,872$461K0.0%+7.7%0.025%
8/15/2025EP Wealth Advisors LLC4,143$243K0.0%-6.5%0.013%
8/15/2025Engineers Gate Manager LP23,426$1.38M0.0%-60.8%0.074%
8/15/2025BNP Paribas Financial Markets13,301$781K0.0%+64.2%0.042%
8/15/2025Bridgeway Capital Management LLC110,662$6.50M0.2%N/A0.350%
8/15/2025Bank of America Corp DE93,929$5.52M0.0%-7.1%0.297%
8/15/2025Ameriprise Financial Inc.86,710$5.09M0.0%-2.0%0.274%
8/14/2025California State Teachers Retirement System27,801$1.63M0.0%-1.1%0.088%
8/14/2025Raymond James Financial Inc.134,837$7.92M0.0%+32.2%0.426%
8/14/2025Quantinno Capital Management LP7,478$439K0.0%+22.9%0.024%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.16,219$953K0.0%-8.0%0.051%
8/14/2025The Manufacturers Life Insurance Company 14,857$873K0.0%-1.5%0.047%
8/14/2025Sei Investments Co.112,308$6.60M0.0%+12.7%0.355%
8/14/2025Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna4,000$235K0.1%N/A0.013%
8/14/2025State Street Corp1,481,444$87.02M0.0%-6.6%4.685%
8/14/2025WINTON GROUP Ltd8,341$490K0.0%-64.2%0.026%
8/14/2025Hood River Capital Management LLC1,523,025$89.46M1.2%+1.6%4.817%
8/13/2025Jump Financial LLC31,000$1.82M0.0%-9.3%0.098%
8/13/2025Amundi4,800$310K0.0%-59.4%0.015%
8/13/2025Marshall Wace LLP45,127$2.65M0.0%N/A0.143%
8/13/2025Walleye Capital LLC21,185$1.24M0.0%+92.9%0.067%
8/13/2025First Trust Advisors LP66,181$3.89M0.0%-23.2%0.209%
8/13/2025Harbor Advisors LLC23,000$1.35M0.2%-35.2%0.073%
8/13/2025Invesco Ltd.234,782$13.79M0.0%+93.1%0.742%
8/13/2025Arrowstreet Capital Limited Partnership15,518$912K0.0%N/A0.049%
8/13/2025Quantbot Technologies LP31,797$1.87M0.0%-25.4%0.101%
8/13/2025Lido Advisors LLC5,657$332K0.0%N/A0.018%
8/13/2025Gator Capital Management LLC168,250$9.88M3.1%-5.7%0.532%
8/13/2025Russell Investments Group Ltd.80,896$4.75M0.0%+0.3%0.256%
8/12/2025Tieton Capital Management LLC281,218$16.52M6.7%-0.8%0.889%
8/12/2025Prudential Financial Inc.169,588$9.96M0.0%+5.9%0.536%
8/12/2025American Century Companies Inc.876,625$51.49M0.0%+5.6%2.772%
8/12/2025Rhumbline Advisers88,554$5.20M0.0%+1.0%0.280%
8/12/2025Legal & General Group Plc80,542$4.73M0.0%+1.5%0.255%
8/12/2025Brandywine Global Investment Management LLC70,284$4.13M0.0%-3.7%0.222%
8/12/2025JPMorgan Chase & Co.435,637$25.59M0.0%+9.4%1.378%
8/12/2025Swiss National Bank57,100$3.35M0.0%-1.0%0.181%
8/12/2025Ensign Peak Advisors Inc14,534$854K0.0%-20.3%0.046%
8/11/2025Empowered Funds LLC90,662$5.33M0.1%N/A0.287%
8/11/2025LSV Asset Management179,500$10.54M0.0%-18.3%0.568%
8/8/2025Intech Investment Management LLC70,045$4.11M0.0%+4.1%0.222%
8/8/2025Creative Planning4,260$250K0.0%N/A0.013%
8/8/2025SG Americas Securities LLC66,440$3.90M0.0%-39.4%0.210%
8/8/2025Commonwealth of Pennsylvania Public School Empls Retrmt SYS7,542$443K0.0%+8.1%0.024%
8/8/2025Police & Firemen s Retirement System of New Jersey6,872$404K0.0%+8.7%0.022%
8/8/2025Geode Capital Management LLC695,204$40.84M0.0%+0.4%2.201%
8/8/2025PNC Financial Services Group Inc.5,428$319K0.0%-3.0%0.017%
8/8/2025KBC Group NV999$59K0.0%-33.2%0.003%
8/7/2025ProShare Advisors LLC6,602$388K0.0%-5.2%0.021%
8/6/2025First Eagle Investment Management LLC99,717$5.86M0.0%+15.8%0.316%
8/5/2025Hussman Strategic Advisors Inc.21,000$1.23M0.3%N/A0.066%
8/5/2025Bank of New York Mellon Corp220,460$12.95M0.0%-0.4%0.698%
8/5/2025Access Investment Management LLC114,415$6.72M1.9%N/A0.362%
8/5/2025Corton Capital Inc.3,521$207K0.2%N/A0.011%
8/5/2025South Dakota Investment Council195,897$11.51M0.2%+2.6%0.620%
8/1/2025Teacher Retirement System of Texas4,542$267K0.0%+4.2%0.014%
8/1/2025Y Intercept Hong Kong Ltd8,176$480K0.0%N/A0.026%
8/1/2025Envestnet Asset Management Inc.22,328$1.31M0.0%+17.1%0.071%
7/31/2025AlphaQuest LLC741$44K0.0%-96.5%0.002%
7/30/2025First Citizens Bank & Trust Co.7,407$435K0.0%N/A0.023%
7/29/2025Mutual of America Capital Management LLC3,774$222K0.0%-11.1%0.012%
7/25/2025Envestnet Portfolio Solutions Inc.7,116$418K0.0%N/A0.023%
7/25/2025Allspring Global Investments Holdings LLC369,795$22.98M0.0%+16.4%1.171%
7/25/2025Sippican Capital Advisors40,639$2.39M1.7%+4.7%0.129%
7/25/2025Concurrent Investment Advisors LLC5,562$327K0.0%+4.6%0.018%
7/24/2025Inspire Investing LLC6,560$385K0.0%-3.9%0.021%
7/16/2025State of Alaska Department of Revenue17,480$1.03M0.0%+8.2%0.055%
7/11/2025Wedge Capital Management L L P NC38,769$2.28M0.0%-4.1%0.123%
7/11/2025 Assenagon Asset Management S.A.225,537$13.25M0.0%-22.5%0.714%
7/10/2025Wealth Enhancement Advisory Services LLC4,077$239K0.0%N/A0.013%
6/18/2025Voya Investment Management LLC24,741$1.24M0.0%+30.9%0.078%
6/6/2025Militia Capital Partners LP16,000$803K0.6%+255.6%0.051%
6/3/2025Inspire Investing LLC6,828$343K0.0%-17.4%0.022%
5/29/2025Rhumbline Advisers87,638$4.40M0.0%-4.2%0.277%
5/20/2025Intech Investment Management LLC67,262$3.38M0.0%+20.3%0.213%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC68,502$3.44M0.0%-9.6%0.217%
5/16/2025Great Lakes Advisors LLC14,144$710K0.0%-87.9%0.045%
5/16/2025Goldman Sachs Group Inc.248,485$12.47M0.0%-9.5%0.787%
5/16/2025Jones Financial Companies Lllp739$37K0.0%N/A0.002%
5/16/2025Teza Capital Management LLC6,262$314K0.1%-11.8%0.020%
5/16/2025Shellback Capital LP130,423$6.55M0.6%+20.8%0.414%
5/16/2025Millennium Management LLC274,730$13.79M0.0%+71.4%0.873%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.17,625$885K0.0%+4.7%0.056%
5/16/2025AQR Capital Management LLC57,427$2.88M0.0%-21.6%0.182%
5/16/2025Amundi11,835$594K0.0%-16.9%0.038%
5/15/2025EP Wealth Advisors LLC4,431$222K0.0%+5.3%0.014%
5/15/2025Royal Bank of Canada5,344$269K0.0%+11.5%0.017%
(Data available from 1/1/2016 forward)

CUBI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CUBI shares?

During the previous two years, 245 institutional investors and hedge funds held shares of Customers Bancorp. The most heavily invested institutionals were Wellington Management Group LLP ($177.35M), Dimensional Fund Advisors LP ($104.02M), Vanguard Group Inc. ($103.88M), Hood River Capital Management LLC ($89.46M), State Street Corp ($87.02M), American Century Companies Inc. ($51.49M), and Geode Capital Management LLC ($40.84M).Learn more on Customers Bancorp's institutional investors.

What percentage of Customers Bancorp's stock is owned by institutional investors?

89.29% of Customers Bancorp's stock is owned by institutional investors. Learn more on CUBI's institutional investor holdings.

Which institutional investors have been buying Customers Bancorp's stock?

Of the 197 institutional investors that purchased Customers Bancorp's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wellington Management Group LLP ($1.38M), Hood River Capital Management LLC ($711.21K), Assenagon Asset Management S.A. ($564.30K), Nuveen LLC ($530.92K), Access Investment Management LLC ($395.77K), Anatole Investment Management Ltd ($299.50K), and American Century Companies Inc. ($279.72K).

How much institutional buying is happening at Customers Bancorp?

Institutional investors have bought a total of 6,614,296 shares in the last 24 months. This purchase volume represents approximately $337.58M in transactions.

Which of Customers Bancorp's major shareholders have been selling company stock?

Of the 107 institutional investors that sold Customers Bancorp's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($592.46K), Philadelphia Financial Management of San Francisco LLC ($484.63K), Assenagon Asset Management S.A. ($254.20K), Great Lakes Advisors LLC ($246.68K), Invesco Ltd. ($245.79K), Access Investment Management LLC ($187.32K), and Vanguard Group Inc. ($126.08K).

How much institutional selling is happening at Customers Bancorp?

Institutional investors have sold a total of 4,350,086 shares in the last 24 months. This volume of shares sold represents approximately $213.74M in transactions.



This page (NYSE:CUBI) was last updated on 10/9/2025 by MarketBeat.com Staff
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