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Customers Bancorp (CUBI) Institutional Ownership

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$72.80 -1.54 (-2.08%)
Closing price 03:58 PM Eastern
Extended Trading
$72.82 +0.03 (+0.04%)
As of 06:09 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)
183
Total
Institutional Inflows
(last 12 months)
$461.00M
Number of
Institutional Sellers
(last 12 months)
96
Total
Institutional Outflows
(last 12 months)
$174.06M
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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
5/22/2026 Access Investment Management LLC139,940$9.71M2.6%+5.7%0.414%
5/19/2026 Bank of America Corp DE164,595$11.43M0.0%+62.0%0.487%
5/19/2026 Janus Henderson Group PLC15,722$1.09M0.0%-84.3%0.046%
5/19/2026 South Dakota Investment Council107,604$7.47M0.1%-13.2%0.318%
5/18/2026 Amundi6,419$446K0.0%+46.9%0.019%
5/18/2026 California State Teachers Retirement System39,610$2.75M0.0%+33.8%0.117%
5/18/2026 Royal Bank of Canada10,114$702K0.0%+509.3%0.030%
5/18/2026 Empowered Funds LLC153,602$10.66M0.1%+4.9%0.454%
5/16/2026 The Manufacturers Life Insurance Company 14,700$1.02M0.0%+2.5%0.043%
5/16/2026 Quantinno Capital Management LP20,387$1.42M0.0%+73.3%0.060%
5/16/2026 Lazard Asset Management LLC6,024$418K0.0%+6.2%0.018%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund4,607$320K0.0%-91.0%0.014%
5/14/2026 Renaissance Technologies LLC179,720$12.47M0.0%+34.2%0.531%
5/14/2026 Inceptionr LLC9,351$649K0.2%N/A0.028%
5/14/2026 Sei Investments Co.254,971$17.70M0.0%+41.2%0.754%
5/14/2026 Lido Advisors LLC7,069$491K0.0%+15.2%0.021%
5/14/2026 Walleye Capital LLC28,507$1.98M0.0%N/A0.084%
5/13/2026 Cetera Investment Advisers4,071$283K0.0%+32.6%0.012%
5/13/2026 Militia Capital Management LLC12,465$865K0.2%N/A0.037%
5/13/2026 First 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%
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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%
3/17/2026 Rockefeller Capital Management L.P.1,445$106K0.0%+528.3%0.004%
3/9/2026 Corient Private Wealth LLC2,999$219K0.0%N/A0.009%
2/19/2026 Invesco Ltd.200,521$14.66M0.0%-9.2%0.587%
2/19/2026 Corient Private Wealth LLC2,999$219K0.0%N/A0.009%
2/18/2026 Mercer Global Advisors Inc. ADV3,795$277K0.0%N/A0.011%
2/18/2026 Summit Global Investments7,927$580K0.0%N/A0.023%
2/18/2026 State of Tennessee Department of Treasury14,531$1.15M0.0%-10.6%0.043%
2/18/2026 EP Wealth Advisors LLC4,091$299K0.0%N/A0.012%
2/18/2026 Mackenzie Financial Corp30,494$2.23M0.0%+9.2%0.089%
2/18/2026 XTX Topco Ltd3,701$271K0.0%N/A0.011%
2/18/2026 nVerses Capital LLC2,821$206K0.5%N/A0.008%
2/18/2026 Voloridge Investment Management LLC166,836$12.20M0.0%+2.4%0.488%
2/18/2026 Wellington Management Group LLP3,385,333$247.54M0.1%-8.5%9.908%
2/18/2026 Susquehanna Fundamental Investments LLC19,429$1.42M0.0%+14.6%0.057%
2/18/2026 Odyssean LLC10,044$734K0.5%N/A0.029%
2/18/2026 Millennium Management LLC42,825$3.13M0.0%-86.9%0.125%
2/18/2026 Inspire Investing LLC6,404$468K0.0%-9.1%0.019%
2/18/2026 Janus Henderson Group PLC100,165$7.32M0.0%+29.6%0.293%
2/18/2026 Engineers Gate Manager LP31,977$2.34M0.0%-7.2%0.094%
2/18/2026 Aristotle Capital Boston LLC270,214$19.76M1.1%-9.8%0.791%
2/18/2026 Balyasny Asset Management L.P.5,898$431K0.0%-96.3%0.017%
2/18/2026 Bridgeway Capital Management LLC165,401$12.09M0.3%+36.5%0.484%
2/17/2026 AQR Capital Management LLC23,955$1.75M0.0%+8.3%0.070%
2/17/2026 Cetera Investment Advisers3,070$224K0.0%N/A0.009%
2/17/2026 Lazard Asset Management LLC5,670$415K0.0%-28.0%0.017%
2/17/2026 Trexquant Investment LP40,635$2.97M0.0%+89.7%0.119%
2/17/2026 Amundi4,370$320K0.0%-17.4%0.013%
2/17/2026 Jump Financial LLC50,900$3.72M0.0%+201.2%0.149%
2/17/2026 Price T Rowe Associates Inc. MD871,596$63.73M0.0%+3,074.6%2.551%
2/17/2026 Weiss 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%
2/17/2026 State of Wisconsin Investment Board7,452$545K0.0%-8.4%0.022%
2/17/2026 Kemnay Advisory Services Inc.1,437$105K0.0%N/A0.004%
2/17/2026 Royal Bank of Canada1,660$121K0.0%-95.8%0.005%
2/17/2026 Graham 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%
2/16/2026 Squarepoint Ops LLC109,401$8.00M0.0%+150.6%0.320%
2/16/2026 Verition 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%
2/16/2026 Healthcare of Ontario Pension Plan Trust Fund51,218$3.75M0.0%N/A0.150%
2/16/2026 Arax Advisory Partners354$26K0.0%+218.9%0.001%
2/16/2026 Barclays PLC63,824$4.67M0.0%+42.3%0.187%
2/13/2026 Kestra Advisory Services LLC2,867$210K0.0%N/A0.008%
2/13/2026 Transamerica Financial Advisors LLC591$43K0.0%+216.0%0.002%
2/13/2026 Marshall Wace LLP7,566$553K0.0%-86.1%0.022%
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2/13/2026 CANADA LIFE ASSURANCE Co26,939$1.97M0.0%-17.6%0.079%
2/13/2026 Virtus Advisers LLC3,000$219K0.1%N/A0.009%
2/13/2026 Public Sector Pension Investment Board128,171$9.37M0.0%-4.1%0.375%
2/13/2026 Rafferty Asset Management LLC39,870$2.92M0.0%-20.0%0.117%
2/13/2026 First Trust Advisors LP24,706$1.81M0.0%-4.9%0.072%
2/13/2026 Charles Schwab Investment Management Inc.524,745$38.37M0.0%+8.0%1.536%
2/13/2026 State Street Corp1,832,570$134.00M0.0%+1.8%5.363%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC92,831$6.79M0.0%+56.1%0.272%
2/13/2026 De 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%


CUBI Institutional Ownership - Frequently Asked Questions

During the previous two years, 276 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 ($846.34K), 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 6,809,606 shares in the last 24 months. This purchase volume represents approximately $461.00M in transactions.

Of the 96 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 2,536,115 shares in the last 24 months. This volume of shares sold represents approximately $174.06M in transactions.



This page (NYSE:CUBI) was last updated on 6/3/2026 by MarketBeat.com Staff.
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