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Customers Bancorp (CUBI) Institutional Ownership

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$72.69 -1.22 (-1.65%)
Closing price 05/13/2026 03:59 PM Eastern
Extended Trading
$72.27 -0.42 (-0.58%)
As of 04:08 AM 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)
185
Total
Institutional Inflows
(last 12 months)
$463.38M
Number of
Institutional Sellers
(last 12 months)
100
Total
Institutional Outflows
(last 12 months)
$172.41M
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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
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%
5/14/2026 Walleye 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%
5/8/2026 Summit Global Investments15,335$1.06M0.1%+93.5%0.046%
5/7/2026 Meeder Asset Management Inc.107,099$7.43M0.4%+0.2%0.318%
5/7/2026 Dimensional Fund Advisors LP1,942,989$134.86M0.0%+3.5%5.769%
5/7/2026 Heartland Advisors Inc.170,775$11.85M0.6%-6.6%0.507%
5/6/2026 Arcus Capital Partners LLC9,377$651K0.2%+18.3%0.028%
5/6/2026 Bessemer Group Inc.528$37K0.0%+78.4%0.002%
5/6/2026 Allspring Global Investments Holdings LLC461,956$32.78M0.1%+9.5%1.372%
5/5/2026 Bank of New York Mellon Corp201,197$13.97M0.0%-2.7%0.597%
5/5/2026 Illinois Municipal Retirement Fund16,424$1.14M0.0%+6.9%0.049%
5/5/2026 Hillsdale Investment Management Inc.4,520$314K0.0%+3,666.7%0.013%
5/4/2026 Emerald Mutual Fund Advisers Trust242,313$16.82M0.8%+14.1%0.719%
5/4/2026 Emerald Advisers LLC343,209$23.82M0.8%+3.9%1.019%
5/4/2026 Principal Financial Group Inc.240,333$16.68M0.0%-17.1%0.714%
5/1/2026 Fifth Third Bancorp16,035$1.11M0.0%+2,688.7%0.048%
4/30/2026 Hsbc Holdings PLC7,541$519K0.0%N/A0.022%
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%
4/23/2026 Inspire 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%
4/16/2026 SG 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%
2/19/2026 Invesco 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%
2/18/2026 Summit 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%
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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%
2/18/2026 Inspire 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%
2/17/2026 Russell 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%
2/16/2026 MML 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%
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%
2/13/2026Charles Schwab Investment Management Inc.524,745$38.37M0.0%+8.0%1.536%
2/13/2026State Street Corp1,832,570$134.00M0.0%+1.8%5.363%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC92,831$6.79M0.0%+56.1%0.272%
2/13/2026De Lisle Partners LLP63,658$4.66M0.6%+22.4%0.186%
2/13/2026 Wells Fargo & Company MN36,532$2.67M0.0%+59.3%0.107%
2/13/2026Gator Capital Management LLC164,330$12.02M2.4%+1.6%0.481%
2/12/2026DRW Securities LLC9,674$707K0.0%+175.8%0.028%
2/12/2026MetLife Investment Management LLC17,625$1.29M0.0%+1.3%0.052%
2/12/2026Renaissance Technologies LLC133,920$9.79M0.0%-29.9%0.392%
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2/12/2026 Dimensional Fund Advisors LP1,877,035$137.25M0.0%-2.9%5.494%
2/12/2026 Federated Hermes Inc.102,485$7.49M0.0%+22.9%0.300%
2/12/2026Ensign Peak Advisors Inc3,334$244K0.0%-64.7%0.010%
2/12/2026Informed Momentum Co LLC57,392$4.20M0.5%+32.9%0.168%
2/12/2026 New York State Common Retirement Fund10,641$778K0.0%+15.1%0.031%
2/12/2026Campbell & CO Investment Adviser LLC5,842$427K0.0%N/A0.017%
2/12/2026Bank of Montreal Can3,075$225K0.0%-11.4%0.009%
2/12/2026South Dakota Investment Council123,938$9.06M0.2%-11.9%0.363%
2/12/2026 Swiss National Bank64,000$4.68M0.0%+10.0%0.187%
2/12/2026 Great Lakes Advisors LLC11,576$846K0.0%-1.2%0.034%


CUBI Institutional Ownership - Frequently Asked Questions

During the previous two years, 277 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 240 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: Assenagon Asset Management S.A. ($1.00M), Wellington Management Group LLP ($905.87K), Price T Rowe Associates Inc. MD ($847.37K), 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 7,734,411 shares in the last 24 months. This purchase volume represents approximately $502.36M in transactions.

Of the 100 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), Balyasny Asset Management L.P. ($152.53K), LSV Asset Management ($137.80K), SG Americas Securities LLC ($113.95K), Assenagon Asset Management S.A. ($107.62K), and State Street Corp ($104.68K).

Institutional investors have sold a total of 2,619,595 shares in the last 24 months. This volume of shares sold represents approximately $175.43M in transactions.



This page (NYSE:CUBI) was last updated on 5/14/2026 by MarketBeat.com Staff.
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