Customers Bancorp (CUBI) Institutional Ownership

$79.84 +0.27 (+0.34%)

As of 08/21/2026 03:58 PM Eastern

Current Institutional Ownership Percentage: 89.29%
Number of Institutional Buyers (last 12 months): 183
Total Institutional Inflows (last 12 months): $898.39M

Number of Institutional Sellers (last 12 months): 84
Total Institutional Outflows (last 12 months): $164.76M

Get CUBI Insider Trade Alerts

Want to know when executives and insiders are buying or selling Customers Bancorp stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

CUBI Institutional Buying and Selling by Quarter

Customers Bancorp Major Shareholders & Ownership History

Export

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/22/2026	Concurrent Investment Advisors LLC	9,729	$770K	0.0%	-4.3%	0.029%
8/21/2026	Nykredit A S	1,979	$157K	0.0%	N/A	0.006%
8/20/2026	Susquehanna Fundamental Investments LLC	24,634	$1.95M	0.0%	+13.5%	0.073%
8/20/2026	Hennessy Advisors Inc.	35,000	$2.77M	0.1%	+6.1%	0.104%
8/19/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	84,136	$6.66M	0.0%	+4.4%	0.249%
8/19/2026	Wellington Management Group LLP	4,035,500	$319.21M	0.1%	+3.8%	11.946%
8/18/2026	Empowered Funds LLC	158,088	$12.51M	0.1%	N/A	0.468%
8/18/2026	Public Employees Retirement System of Ohio	503	$40K	0.0%	N/A	0.001%
8/17/2026	Capstone Investment Advisors LLC	5,029	$398K	0.0%	N/A	0.015%
8/17/2026	Transamerica Financial Advisors LLC	1,752	$139K	0.0%	N/A	0.005%
Get the Latest News and Ratings for CUBI and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Customers Bancorp and its competitors with MarketBeat's FREE daily newsletter.
8/17/2026	Corient Private Wealth LP	2,882	$228K	0.0%	N/A	0.009%
8/17/2026	Philadelphia Financial Management of San Francisco LLC	112,143	$8.87B	1.8%	N/A	0.332%
8/17/2026	Bank of America Corp DE	141,686	$11.21M	0.0%	N/A	0.419%
8/15/2026	Jupiter Topco LLC	15,722	$1.24M	0.0%	N/A	0.047%
8/14/2026	Canada Pension Plan Investment Board	3,400	$269K	0.0%	N/A	0.010%
8/14/2026	Legal & General Group Plc	72,107	$5.70M	0.0%	N/A	0.213%
8/14/2026	The Manufacturers Life Insurance Company	15,377	$1.22M	0.0%	N/A	0.046%
8/13/2026	Pinnacle Holdings LLC	17,370	$1.37M	0.4%	N/A	0.051%
8/12/2026	Quantbot Technologies LP	21,402	$1.69M	0.1%	N/A	0.063%
8/12/2026	De Lisle Partners LLP	59,658	$4.72M	0.5%	N/A	0.176%
8/12/2026	Heartland Advisors Inc.	150,000	$11.87M	0.5%	N/A	0.444%
8/11/2026	Virtus Advisers LLC	3,075	$243K	0.1%	N/A	0.009%
8/10/2026	Tieton Capital Management LLC	256,178	$20.26M	5.8%	N/A	0.757%
8/10/2026	Great Lakes Advisors LLC	10,238	$810K	0.0%	N/A	0.030%
8/8/2026	Meeder Asset Management Inc.	112,372	$8.89M	0.5%	N/A	0.332%
8/7/2026	BlackRock Inc.	4,869,339	$385.17M	0.0%	N/A	14.394%
8/7/2026	Deutsche Bank AG	33,161	$2.62M	0.0%	N/A	0.098%
8/7/2026	Mitsubishi UFJ Asset Management Co. Ltd.	2,234	$177K	0.0%	N/A	0.007%
8/6/2026	Bank of New York Mellon Corp	206,943	$16.37M	0.0%	N/A	0.612%
8/6/2026	State of Wyoming	1,646	$130K	0.0%	N/A	0.005%
8/3/2026	Summit Global Investments	12,850	$1.02M	0.1%	N/A	0.038%
7/10/2026	Wedge Capital Management L L P NC	31,275	$2.47M	0.0%	-5.3%	0.092%
7/10/2026	Handelsbanken Fonder AB	5,800	$459K	0.0%	N/A	0.017%
7/8/2026	Assenagon Asset Management S.A.	583,568	$46.16M	0.1%	-25.1%	1.725%
7/2/2026	Versant Capital Management Inc	561	$44K	0.0%	+41.0%	0.002%
6/12/2026	Militia Capital Management LLC	12,465	$865K	0.2%	N/A	0.037%
5/22/2026	Access Investment Management LLC	139,940	$9.71M	2.6%	+5.7%	0.414%
5/19/2026	Bank of America Corp DE	164,595	$11.43M	0.0%	+62.0%	0.487%
5/19/2026	Janus Henderson Group PLC	15,722	$1.09M	0.0%	-84.3%	0.046%
5/19/2026	South Dakota Investment Council	107,604	$7.47M	0.1%	-13.2%	0.318%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad) The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions. See the 5 stocks to avoid
5/18/2026	Amundi	6,419	$446K	0.0%	+46.9%	0.019%
5/18/2026	California State Teachers Retirement System	39,610	$2.75M	0.0%	+33.8%	0.117%
5/18/2026	Royal Bank of Canada	10,114	$702K	0.0%	+509.3%	0.030%
5/18/2026	Empowered Funds LLC	153,602	$10.66M	0.1%	+4.9%	0.454%
5/16/2026	The Manufacturers Life Insurance Company	14,700	$1.02M	0.0%	+2.5%	0.043%
5/16/2026	Quantinno Capital Management LP	20,387	$1.42M	0.0%	+73.3%	0.060%
5/16/2026	Lazard Asset Management LLC	6,024	$418K	0.0%	+6.2%	0.018%
5/14/2026	Healthcare of Ontario Pension Plan Trust Fund	4,607	$320K	0.0%	-91.0%	0.014%
5/14/2026	Renaissance Technologies LLC	179,720	$12.47M	0.0%	+34.2%	0.531%
5/14/2026	Inceptionr LLC	9,351	$649K	0.2%	N/A	0.028%
5/14/2026	Sei Investments Co.	254,971	$17.70M	0.0%	+41.2%	0.754%
5/14/2026	Lido Advisors LLC	7,069	$491K	0.0%	+15.2%	0.021%
5/14/2026	Walleye Capital LLC	28,507	$1.98M	0.0%	N/A	0.084%
5/13/2026	Cetera Investment Advisers	4,071	$283K	0.0%	+32.6%	0.012%
5/13/2026	Militia Capital Management LLC	12,465	$865K	0.2%	N/A	0.037%
5/13/2026	First Trust Advisors LP	23,657	$1.64M	0.0%	-4.2%	0.070%
5/8/2026	Summit Global Investments	15,335	$1.06M	0.1%	+93.5%	0.046%
5/7/2026	Meeder Asset Management Inc.	107,099	$7.43M	0.4%	+0.2%	0.318%
5/7/2026	Dimensional Fund Advisors LP	1,942,989	$134.86M	0.0%	+3.5%	5.769%
5/7/2026	Heartland Advisors Inc.	170,775	$11.85M	0.6%	-6.6%	0.507%
5/6/2026	Arcus Capital Partners LLC	9,377	$651K	0.2%	+18.3%	0.028%
5/6/2026	Bessemer Group Inc.	528	$37K	0.0%	+78.4%	0.002%
5/6/2026	Allspring Global Investments Holdings LLC	461,956	$32.78M	0.1%	+9.5%	1.372%
5/5/2026	Bank of New York Mellon Corp	201,197	$13.97M	0.0%	-2.7%	0.597%
5/5/2026	Illinois Municipal Retirement Fund	16,424	$1.14M	0.0%	+6.9%	0.049%
5/5/2026	Hillsdale Investment Management Inc.	4,520	$314K	0.0%	+3,666.7%	0.013%
5/4/2026	Emerald Mutual Fund Advisers Trust	242,313	$16.82M	0.8%	+14.1%	0.719%
5/4/2026	Emerald Advisers LLC	343,209	$23.82M	0.8%	+3.9%	1.019%
5/4/2026	Principal Financial Group Inc.	240,333	$16.68M	0.0%	-17.1%	0.714%
5/1/2026	Fifth Third Bancorp	16,035	$1.11M	0.0%	+2,688.7%	0.048%
4/30/2026	Hsbc Holdings PLC	7,541	$519K	0.0%	N/A	0.022%
4/27/2026	New York State Teachers Retirement System	21,342	$1.48M	0.0%	-46.8%	0.063%
4/27/2026	Y Intercept Hong Kong Ltd	10,156	$705K	0.0%	+62.6%	0.030%
4/23/2026	Inspire Investing LLC	7,440	$516K	0.0%	+16.2%	0.022%
4/23/2026	Sippican Capital Advisors	39,754	$2.76M	1.9%	-2.0%	0.118%
4/22/2026	Pictet Asset Management Holding SA	5,604	$389K	0.0%	+13.6%	0.017%
4/22/2026	Sterling Capital Management LLC	5,763	$400K	0.0%	-37.6%	0.017%
4/21/2026	Louisiana State Employees Retirement System	14,100	$979K	0.0%	N/A	0.042%
4/20/2026	Assenagon Asset Management S.A.	778,789	$54.06M	0.1%	+213.0%	2.312%
4/16/2026	SG Americas Securities LLC	66,308	$4.60M	0.0%	-35.9%	0.197%
3/17/2026	Rockefeller Capital Management L.P.	1,445	$106K	0.0%	+528.3%	0.004%
3/9/2026	Corient Private Wealth LLC	2,999	$219K	0.0%	N/A	0.009%
2/19/2026	Invesco Ltd.	200,521	$14.66M	0.0%	-9.2%	0.587%
2/19/2026	Corient Private Wealth LLC	2,999	$219K	0.0%	N/A	0.009%
2/18/2026	Mercer Global Advisors Inc. ADV	3,795	$277K	0.0%	N/A	0.011%
2/18/2026	Summit Global Investments	7,927	$580K	0.0%	N/A	0.023%
2/18/2026	State of Tennessee Department of Treasury	14,531	$1.15M	0.0%	-10.6%	0.043%
2/18/2026	EP Wealth Advisors LLC	4,091	$299K	0.0%	N/A	0.012%
2/18/2026	Mackenzie Financial Corp	30,494	$2.23M	0.0%	+9.2%	0.089%
2/18/2026	XTX Topco Ltd	3,701	$271K	0.0%	N/A	0.011%
Ready to give options a try? Your first trade (Ticker included) -INSIDE (Ad) Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and stinging losses? Dave Aquino is giving away the exact 11-hour options strategy he uses in volatile markets. You get the plain English blueprint behind the strategy and the very same "rinse and repeat" ticker he's traded nearly 900 times with a 95.3% success rate. It's so simple to understand, you could trade it tomorrow.
2/18/2026	nVerses Capital LLC	2,821	$206K	0.5%	N/A	0.008%
2/18/2026	Voloridge Investment Management LLC	166,836	$12.20M	0.0%	+2.4%	0.488%
2/18/2026	Wellington Management Group LLP	3,385,333	$247.54M	0.1%	-8.5%	9.908%
2/18/2026	Susquehanna Fundamental Investments LLC	19,429	$1.42M	0.0%	+14.6%	0.057%
2/18/2026	Odyssean LLC	10,044	$734K	0.5%	N/A	0.029%
2/18/2026	Millennium Management LLC	42,825	$3.13M	0.0%	-86.9%	0.125%
2/18/2026	Inspire Investing LLC	6,404	$468K	0.0%	-9.1%	0.019%
2/18/2026	Janus Henderson Group PLC	100,165	$7.32M	0.0%	+29.6%	0.293%
2/18/2026	Engineers Gate Manager LP	31,977	$2.34M	0.0%	-7.2%	0.094%
2/18/2026	Aristotle Capital Boston LLC	270,214	$19.76M	1.1%	-9.8%	0.791%

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 Philadelphia Financial Management of San Francisco LLC ($8.87B), BlackRock Inc. ($385.17M), Wellington Management Group LLP ($319.21M), Vanguard Group Inc. ($162.42M), Dimensional Fund Advisors LP ($134.86M), State Street Corp ($134.00M), and Hood River Capital Management LLC ($89.46M).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 246 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: BlackRock Inc. ($4.87M), Wellington Management Group LLP ($1.05M), Price T Rowe Associates Inc. MD ($846.34K), Assenagon Asset Management S.A. ($821.15K), Nuveen LLC ($563.65K), Millennium Management LLC ($464.24K), and Northwestern Mutual Wealth Management Co. ($445.09K).

Institutional investors have bought a total of 12,016,846 shares in the last 24 months. This purchase volume represents approximately $898.39M in transactions.

Of the 84 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), Dimensional Fund Advisors LP ($104.12K), LSV Asset Management ($97.50K), and South Dakota Investment Council ($88.29K).

Institutional investors have sold a total of 2,310,490 shares in the last 24 months. This volume of shares sold represents approximately $164.76M in transactions.

Related Companies

Institutional ownership data for NYSE:CUBI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.

From Our Partners

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Customers Bancorp (CUBI) Institutional Ownership

CUBI Institutional Buying and Selling by Quarter

Customers Bancorp Major Shareholders & Ownership History

CUBI Institutional Ownership - Frequently Asked Questions

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Customers Bancorp (CUBI) Institutional Ownership

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

CUBI Institutional Buying and Selling by Quarter

Customers Bancorp Major Shareholders & Ownership History

CUBI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CUBI shares?

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

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

How much institutional buying is happening at Customers Bancorp?

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

How much institutional selling is happening at Customers Bancorp?

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools