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Customers Bancorp (CUBI) Institutional Ownership

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$79.88 +1.20 (+1.52%)
As of 12:32 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)
179
Total
Institutional Inflows
(last 12 months)
$456.41M
Number of
Institutional Sellers
(last 12 months)
95
Total
Institutional Outflows
(last 12 months)
$184.43M
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CUBI Institutional Buying and Selling by Quarter

Customers Bancorp Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Wedge Capital Management L L P NC31,275$2.47M0.0%-5.3%0.092%
7/10/2026 Handelsbanken Fonder AB5,800$459K0.0%N/A0.017%
7/8/2026 Assenagon Asset Management S.A.583,568$46.16M0.1%-25.1%1.725%
7/2/2026 Versant Capital Management Inc561$44K0.0%+41.0%0.002%
6/12/2026Militia Capital Management LLC12,465$865K0.2%N/A0.037%
5/22/2026Access Investment Management LLC139,940$9.71M2.6%+5.7%0.414%
5/19/2026Bank of America Corp DE164,595$11.43M0.0%+62.0%0.487%
5/19/2026Janus Henderson Group PLC15,722$1.09M0.0%-84.3%0.046%
5/19/2026South Dakota Investment Council107,604$7.47M0.1%-13.2%0.318%
5/18/2026Amundi6,419$446K0.0%+46.9%0.019%
5/18/2026California State Teachers Retirement System39,610$2.75M0.0%+33.8%0.117%
5/18/2026Royal Bank of Canada10,114$702K0.0%+509.3%0.030%
5/18/2026Empowered Funds LLC153,602$10.66M0.1%+4.9%0.454%
5/16/2026The Manufacturers Life Insurance Company 14,700$1.02M0.0%+2.5%0.043%
5/16/2026Quantinno Capital Management LP20,387$1.42M0.0%+73.3%0.060%
5/16/2026Lazard Asset Management LLC6,024$418K0.0%+6.2%0.018%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund4,607$320K0.0%-91.0%0.014%
5/14/2026Renaissance Technologies LLC179,720$12.47M0.0%+34.2%0.531%
5/14/2026Inceptionr LLC9,351$649K0.2%N/A0.028%
5/14/2026Sei Investments Co.254,971$17.70M0.0%+41.2%0.754%
5/14/2026Lido Advisors LLC7,069$491K0.0%+15.2%0.021%
5/14/2026Walleye Capital LLC28,507$1.98M0.0%N/A0.084%
5/13/2026Cetera Investment Advisers4,071$283K0.0%+32.6%0.012%
5/13/2026Militia Capital Management LLC12,465$865K0.2%N/A0.037%
5/13/2026First Trust Advisors LP23,657$1.64M0.0%-4.2%0.070%
5/8/2026Summit Global Investments15,335$1.06M0.1%+93.5%0.046%
5/7/2026Meeder Asset Management Inc.107,099$7.43M0.4%+0.2%0.318%
5/7/2026Dimensional Fund Advisors LP1,942,989$134.86M0.0%+3.5%5.769%
5/7/2026Heartland Advisors Inc.170,775$11.85M0.6%-6.6%0.507%
5/6/2026Arcus Capital Partners LLC9,377$651K0.2%+18.3%0.028%
5/6/2026Bessemer Group Inc.528$37K0.0%+78.4%0.002%
5/6/2026Allspring Global Investments Holdings LLC461,956$32.78M0.1%+9.5%1.372%
5/5/2026Bank of New York Mellon Corp201,197$13.97M0.0%-2.7%0.597%
5/5/2026Illinois Municipal Retirement Fund16,424$1.14M0.0%+6.9%0.049%
5/5/2026Hillsdale Investment Management Inc.4,520$314K0.0%+3,666.7%0.013%
5/4/2026Emerald Mutual Fund Advisers Trust242,313$16.82M0.8%+14.1%0.719%
5/4/2026Emerald Advisers LLC343,209$23.82M0.8%+3.9%1.019%
5/4/2026Principal Financial Group Inc.240,333$16.68M0.0%-17.1%0.714%
5/1/2026Fifth Third Bancorp16,035$1.11M0.0%+2,688.7%0.048%
4/30/2026Hsbc Holdings PLC7,541$519K0.0%N/A0.022%
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4/27/2026 New York State Teachers Retirement System21,342$1.48M0.0%-46.8%0.063%
4/27/2026 Y Intercept Hong Kong Ltd10,156$705K0.0%+62.6%0.030%
4/23/2026Inspire Investing LLC7,440$516K0.0%+16.2%0.022%
4/23/2026 Sippican Capital Advisors39,754$2.76M1.9%-2.0%0.118%
4/22/2026 Pictet Asset Management Holding SA5,604$389K0.0%+13.6%0.017%
4/22/2026 Sterling Capital Management LLC5,763$400K0.0%-37.6%0.017%
4/21/2026 Louisiana State Employees Retirement System14,100$979K0.0%N/A0.042%
4/20/2026 Assenagon Asset Management S.A.778,789$54.06M0.1%+213.0%2.312%
4/16/2026SG Americas Securities LLC66,308$4.60M0.0%-35.9%0.197%
3/17/2026Rockefeller Capital Management L.P.1,445$106K0.0%+528.3%0.004%
3/9/2026Corient Private Wealth LLC2,999$219K0.0%N/A0.009%
2/19/2026Invesco Ltd.200,521$14.66M0.0%-9.2%0.587%
2/19/2026Corient Private Wealth LLC2,999$219K0.0%N/A0.009%
2/18/2026Mercer Global Advisors Inc. ADV3,795$277K0.0%N/A0.011%
2/18/2026Summit Global Investments7,927$580K0.0%N/A0.023%
2/18/2026State of Tennessee Department of Treasury14,531$1.15M0.0%-10.6%0.043%
2/18/2026EP Wealth Advisors LLC4,091$299K0.0%N/A0.012%
2/18/2026Mackenzie Financial Corp30,494$2.23M0.0%+9.2%0.089%
2/18/2026XTX Topco Ltd3,701$271K0.0%N/A0.011%
2/18/2026nVerses Capital LLC2,821$206K0.5%N/A0.008%
2/18/2026Voloridge Investment Management LLC166,836$12.20M0.0%+2.4%0.488%
2/18/2026Wellington Management Group LLP3,385,333$247.54M0.1%-8.5%9.908%
2/18/2026Susquehanna Fundamental Investments LLC19,429$1.42M0.0%+14.6%0.057%
2/18/2026Odyssean LLC10,044$734K0.5%N/A0.029%
2/18/2026Millennium Management LLC42,825$3.13M0.0%-86.9%0.125%
2/18/2026Inspire Investing LLC6,404$468K0.0%-9.1%0.019%
2/18/2026Janus Henderson Group PLC100,165$7.32M0.0%+29.6%0.293%
2/18/2026Engineers Gate Manager LP31,977$2.34M0.0%-7.2%0.094%
2/18/2026Aristotle Capital Boston LLC270,214$19.76M1.1%-9.8%0.791%
2/18/2026Balyasny Asset Management L.P.5,898$431K0.0%-96.3%0.017%
2/18/2026Bridgeway Capital Management LLC165,401$12.09M0.3%+36.5%0.484%
2/17/2026AQR Capital Management LLC23,955$1.75M0.0%+8.3%0.070%
2/17/2026Cetera Investment Advisers3,070$224K0.0%N/A0.009%
2/17/2026Lazard Asset Management LLC5,670$415K0.0%-28.0%0.017%
2/17/2026Trexquant Investment LP40,635$2.97M0.0%+89.7%0.119%
2/17/2026Amundi4,370$320K0.0%-17.4%0.013%
2/17/2026Jump Financial LLC50,900$3.72M0.0%+201.2%0.149%
2/17/2026Price T Rowe Associates Inc. MD871,596$63.73M0.0%+3,074.6%2.551%
2/17/2026Weiss Asset Management LP30,276$2.21M0.0%N/A0.089%
2/17/2026Russell Investments Group Ltd.79,401$5.81M0.0%-2.6%0.232%
2/17/2026 Maryland State Retirement & Pension System4,663$341K0.0%+10.3%0.014%
2/17/2026State of Wisconsin Investment Board7,452$545K0.0%-8.4%0.022%
2/17/2026Kemnay Advisory Services Inc.1,437$105K0.0%N/A0.004%
2/17/2026Royal Bank of Canada1,660$121K0.0%-95.8%0.005%
2/17/2026Graham Capital Management L.P.15,445$1.13M0.0%-2.6%0.045%
2/17/2026Militia Capital Partners LP20,000$1.46M0.6%N/A0.059%
2/16/2026Squarepoint Ops LLC109,401$8.00M0.0%+150.6%0.320%
2/16/2026Verition Fund Management LLC16,114$1.18M0.0%-31.8%0.047%
2/16/2026MML Investors Services LLC13,755$1.01M0.0%+49.4%0.040%
2/16/2026Healthcare of Ontario Pension Plan Trust Fund51,218$3.75M0.0%N/A0.150%
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2/16/2026Arax Advisory Partners354$26K0.0%+218.9%0.001%
2/16/2026Barclays PLC63,824$4.67M0.0%+42.3%0.187%
2/13/2026 Kestra Advisory Services LLC2,867$210K0.0%N/A0.008%
2/13/2026Transamerica Financial Advisors LLC591$43K0.0%+216.0%0.002%
2/13/2026Marshall Wace LLP7,566$553K0.0%-86.1%0.022%
2/13/2026CANADA LIFE ASSURANCE Co26,939$1.97M0.0%-17.6%0.079%
2/13/2026Virtus Advisers LLC3,000$219K0.1%N/A0.009%
2/13/2026Public Sector Pension Investment Board128,171$9.37M0.0%-4.1%0.375%
2/13/2026Rafferty Asset Management LLC39,870$2.92M0.0%-20.0%0.117%
2/13/2026First Trust Advisors LP24,706$1.81M0.0%-4.9%0.072%


CUBI Institutional Ownership - Frequently Asked Questions

During the previous two years, 272 institutional investors and hedge funds held shares of Customers Bancorp. The most heavily invested institutionals were Wellington Management Group LLP ($247.54M), Vanguard Group Inc. ($162.42M), Dimensional Fund Advisors LP ($134.86M), State Street Corp ($134.00M), Hood River Capital Management LLC ($89.46M), Price T Rowe Associates Inc. MD ($63.73M), and American Century Companies Inc. ($61.83M).Learn more on Customers Bancorp's institutional investors.

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

Of the 237 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 ($905.87K), Price T Rowe Associates Inc. MD ($846.34K), Assenagon Asset Management S.A. ($821.15K), Hood River Capital Management LLC ($711.21K), Nuveen LLC ($563.65K), Millennium Management LLC ($464.24K), and Northwestern Mutual Wealth Management Co. ($445.09K).

Institutional investors have bought a total of 6,724,890 shares in the last 24 months. This purchase volume represents approximately $456.41M in transactions.

Of the 95 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 ($313.01K), Millennium Management LLC ($284.96K), Assenagon Asset Management S.A. ($237.34K), Balyasny Asset Management L.P. ($152.53K), LSV Asset Management ($137.80K), SG Americas Securities LLC ($113.95K), and State Street Corp ($104.68K).

Institutional investors have sold a total of 2,644,580 shares in the last 24 months. This volume of shares sold represents approximately $184.43M in transactions.


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This page (NYSE:CUBI) was last updated on 8/3/2026 by MarketBeat.com Staff.
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