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Customers Bancorp (CUBI) Institutional Ownership

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$61.15 -0.88 (-1.41%)
Closing price 08/7/2025 03:59 PM Eastern
Extended Trading
$61.30 +0.14 (+0.23%)
As of 08/7/2025 05:55 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Customers Bancorp (NYSE:CUBI)

Current
Institutional Ownership
Percentage
89.29%
Number of
Institutional Buyers
(last 12 months)
132
Total
Institutional Inflows
(last 12 months)
$301.02M
Number of
Institutional Sellers
(last 12 months)
99
Total
Institutional Outflows
(last 12 months)
$201.03M
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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
8/7/2025ProShare Advisors LLC6,602$388K0.0%-5.2%0.021%
8/6/2025 First Eagle Investment Management LLC99,717$5.86M0.0%+15.8%0.316%
8/5/2025 Hussman Strategic Advisors Inc.21,000$1.23M0.3%N/A0.066%
8/5/2025 Bank of New York Mellon Corp220,460$12.95M0.0%-0.4%0.698%
8/5/2025 Access Investment Management LLC114,415$6.72M1.9%N/A0.362%
8/5/2025 Corton Capital Inc.3,521$207K0.2%N/A0.011%
8/5/2025 South Dakota Investment Council195,897$11.51M0.2%+2.6%0.620%
8/1/2025 Teacher Retirement System of Texas4,542$267K0.0%+4.2%0.014%
8/1/2025 Y Intercept Hong Kong Ltd8,176$480K0.0%N/A0.026%
8/1/2025 Envestnet Asset Management Inc.22,328$1.31M0.0%+17.1%0.071%
7/31/2025 AlphaQuest LLC741$44K0.0%-96.5%0.002%
7/30/2025 First Citizens Bank & Trust Co.7,407$435K0.0%N/A0.023%
7/29/2025 Mutual of America Capital Management LLC3,774$222K0.0%-11.1%0.012%
7/25/2025 Envestnet Portfolio Solutions Inc.7,116$418K0.0%N/A0.023%
7/25/2025 Allspring Global Investments Holdings LLC369,795$22.98M0.0%+16.4%1.171%
7/25/2025 Sippican Capital Advisors40,639$2.39M1.7%+4.7%0.129%
7/25/2025 Concurrent Investment Advisors LLC5,562$327K0.0%+4.6%0.018%
7/24/2025 Inspire Investing LLC6,560$385K0.0%-3.9%0.021%
7/16/2025 State of Alaska Department of Revenue17,480$1.03M0.0%+8.2%0.055%
7/11/2025 Wedge 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%
7/10/2025 Wealth 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%
6/3/2025 Inspire 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%
5/15/2025Cubist Systematic Strategies LLC78,561$3.94M0.0%+164.9%0.250%
Trump set to Boost Social Security Checks by 400%? (Ad)

If you're collecting or planning to collect social security... You should see this presentation about President Trump's Executive Order #14196. Legendary investor Louis Navellier believes it could soon not only save Social Security from collapse... But BOOST benefits for millions of retirees by up to 400%. No wonder the financial times called this new initiative...

Click here to see the details because the stakes couldn't be any higher.
5/15/2025SRN Advisors LLC16,425$825K0.9%-38.4%0.052%
5/15/2025Trexquant Investment LP107,559$5.40M0.1%+207.1%0.342%
5/14/2025Rafferty Asset Management LLC46,473$2.33M0.0%-39.0%0.148%
5/14/2025Corebridge Financial Inc.15,449$776K0.0%-1.9%0.049%
5/14/2025Comerica Bank18,439$926K0.0%-40.9%0.059%
5/14/2025MetLife Investment Management LLC17,792$893K0.0%-1.3%0.057%
5/14/2025Walleye Capital LLC10,983$551K0.0%+71.8%0.035%
5/14/2025Jump Financial LLC34,160$1.72M0.0%-8.1%0.109%
5/14/2025Haverford Trust Co4,970$249K0.0%N/A0.016%
5/14/2025 AlphaQuest LLC21,379$1.07M0.1%+53.1%0.068%
5/14/2025First Wilshire Securities Management Inc.4,900$246K0.1%-50.5%0.016%
5/14/2025Quantbot Technologies LP42,628$2.14M0.1%-17.6%0.135%
5/14/2025Wellington Management Group LLP3,532,851$177.35M0.0%+34.3%11.227%
5/13/2025Northern Trust Corp372,387$18.69M0.0%-2.4%1.183%
5/13/2025Algert Global LLC94,549$4.75M0.1%+185.4%0.300%
5/13/2025Raymond James Financial Inc.101,999$5.12M0.0%+95.2%0.324%
5/13/2025Gator Capital Management LLC178,415$8.96M3.4%-0.2%0.567%
5/13/2025American Century Companies Inc.830,023$41.67M0.0%+7.3%2.638%
5/13/2025Brandywine Global Investment Management LLC72,984$3.66M0.0%-3.8%0.232%
5/13/2025 Fox Run Management L.L.C.22,481$1.13M0.2%+99.5%0.071%
5/13/2025Sei Investments Co.99,692$4.86M0.0%-3.8%0.317%
5/13/2025 Ground Swell Capital LLC4,151$208K0.4%N/A0.013%
5/13/2025Russell Investments Group Ltd.80,652$4.05M0.0%+5.2%0.256%
5/12/2025Public Sector Pension Investment Board112,092$5.63M0.0%+54.3%0.356%
5/12/2025Nuveen LLC530,922$26.65M0.0%N/A1.687%
5/12/2025Invesco Ltd.121,610$6.11M0.0%-42.0%0.386%
5/12/2025Connor Clark & Lunn Investment Management Ltd.11,115$558K0.0%N/A0.035%
5/12/2025 Wolverine Asset Management LLC81,034$4.07M0.0%+31.4%0.258%
5/12/2025Swiss National Bank57,700$2.90M0.0%-2.5%0.183%
5/12/2025 Maryland State Retirement & Pension System8,504$427K0.0%-14.4%0.027%
5/9/2025Deutsche Bank AG86,358$4.34M0.0%+21.4%0.274%
5/9/2025Charles Schwab Investment Management Inc.441,416$22.16M0.0%-9.8%1.403%
5/9/2025Vanguard Group Inc.2,069,391$103.88M0.0%-3.2%6.576%
5/9/2025Pacific Ridge Capital Partners LLC25,670$1.29M0.3%-0.8%0.082%
5/9/2025LSV Asset Management219,800$11.03M0.0%-3.5%0.699%
5/8/2025 GSA Capital Partners LLP28,525$1.43M0.1%+105.8%0.091%
5/8/2025Federated Hermes Inc.83,475$4.19M0.0%-25.2%0.265%
5/7/2025Mackenzie Financial Corp30,144$1.51M0.0%N/A0.096%
5/7/2025Heartland Advisors Inc.185,839$9.33M0.5%+17.9%0.591%
5/6/2025Royce & Associates LP261,506$13.13M0.1%+3.5%0.831%
5/6/2025Readystate Asset Management LP7,798$391K0.0%+25.4%0.025%
5/6/2025 KLP Kapitalforvaltning AS5,700$286K0.0%-64.8%0.018%
5/5/2025 Allianz Asset Management GmbH8,500$427K0.0%+34.9%0.027%
5/5/2025 South Dakota Investment Council190,897$9.58M0.2%-7.1%0.607%
5/2/2025Victory Capital Management Inc.6,782$340K0.0%+25.9%0.022%
5/1/2025 Louisiana State Employees Retirement System13,700$688K0.0%-2.8%0.044%
4/30/2025 Arcus Capital Partners LLC6,077$305K0.1%N/A0.019%
4/30/2025 Nisa Investment Advisors LLC7,422$373K0.0%+3.8%0.024%
4/29/2025 Envestnet Asset Management Inc.19,075$958K0.0%+7.3%0.061%
4/29/2025 Concurrent Investment Advisors LLC5,319$267K0.0%N/A0.017%
Trump set to Boost Social Security Checks by 400%? (Ad)

If you're collecting or planning to collect social security... You should see this presentation about President Trump's Executive Order #14196. Legendary investor Louis Navellier believes it could soon not only save Social Security from collapse... But BOOST benefits for millions of retirees by up to 400%. No wonder the financial times called this new initiative...

Click here to see the details because the stakes couldn't be any higher.
4/29/2025 Bank of New York Mellon Corp221,252$11.11M0.0%-3.4%0.703%
4/28/2025Principal Financial Group Inc.145,201$7.29M0.0%+2.7%0.461%
4/28/2025 Teacher Retirement System of Texas4,357$219K0.0%N/A0.014%
4/28/2025 Sippican Capital Advisors38,824$1.95M1.5%+8.5%0.123%
4/25/2025 New York State Teachers Retirement System38,008$1.91M0.0%-1.0%0.121%
4/25/2025 Amalgamated Bank8,344$419K0.0%-3.0%0.027%
4/24/2025 Allspring Global Investments Holdings LLC317,584$16.13M0.0%+11.3%1.009%
4/24/2025Illinois Municipal Retirement Fund15,914$799K0.0%-4.3%0.051%
4/21/2025 State of Alaska Department of Revenue16,154$810K0.0%-2.5%0.051%
4/16/2025 Hennessy Advisors Inc.37,000$1.86M0.1%+37.0%0.118%
(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, 241 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), State Street Corp ($82.77M), Hood River Capital Management LLC ($71.61M), American Century Companies Inc. ($41.67M), and Geode Capital Management LLC ($33.29M).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 191 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), JPMorgan Chase & Co. ($845.83K), Hood River Capital Management LLC ($687.80K), Nuveen LLC ($530.92K), Assenagon Asset Management S.A. ($498.92K), Access Investment Management LLC ($395.77K), and Great Lakes Advisors LLC ($293.23K).

How much institutional buying is happening at Customers Bancorp?

Institutional investors have bought a total of 6,014,977 shares in the last 24 months. This purchase volume represents approximately $296.79M in transactions.

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

Of the 99 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 Driehaus Capital Management LLC ($133.90K).

How much institutional selling is happening at Customers Bancorp?

Institutional investors have sold a total of 4,165,748 shares in the last 24 months. This volume of shares sold represents approximately $201.02M in transactions.



This page (NYSE:CUBI) was last updated on 8/8/2025 by MarketBeat.com Staff
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