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Customers Bancorp (CUBI) Institutional Ownership

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$75.47 +1.44 (+1.95%)
Closing price 10/2/2026 03:59 PM Eastern
Extended Trading
$75.50 +0.02 (+0.03%)
As of 10/2/2026 07:30 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 Massive. 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)
183
Total
Institutional Inflows
(last 12 months)
$904.17M
Number of
Institutional Sellers
(last 12 months)
85
Total
Institutional Outflows
(last 12 months)
$165.32M
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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
9/23/2026Envestnet Portfolio Solutions Inc.7,104$562K0.0%+6.9%0.021%
9/9/2026Tidal Investments LLC299,421$23.68M0.0%-1.4%0.886%
9/9/2026WINTON GROUP Ltd29,848$2.36M0.1%+43.7%0.088%
9/9/2026Engineers Gate Manager LP4,730$374K0.0%-73.0%0.014%
9/9/2026Integrated Wealth Concepts LLC894$71K0.0%N/A0.003%
9/9/2026Squarepoint Ops LLC137,530$10.88M0.0%+39.9%0.407%
9/9/2026Arcus Capital Partners LLC11,276$892K0.4%+20.3%0.033%
9/8/2026Mraz Amerine & Associates Inc.35,967$2.85M0.4%-1.8%0.106%
9/8/2026Nykredit A S1,979$157K0.0%N/A0.006%
8/27/2026Corient Private Wealth LP2,891$229K0.0%N/A0.009%
8/26/2026Amundi5,674$449K0.0%-11.6%0.017%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al20,450$1.62M0.0%N/A0.061%
8/22/2026Concurrent Investment Advisors LLC9,729$770K0.0%-4.3%0.029%
8/21/2026Nykredit A S1,979$157K0.0%N/A0.006%
8/20/2026Susquehanna Fundamental Investments LLC24,634$1.95M0.0%+13.5%0.073%
8/20/2026Hennessy Advisors Inc.35,000$2.77M0.1%+6.1%0.104%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC84,136$6.66M0.0%+4.4%0.249%
8/19/2026Wellington Management Group LLP4,035,500$319.21M0.1%+3.8%11.946%
8/18/2026Empowered Funds LLC158,088$12.51M0.1%N/A0.468%
8/18/2026Public Employees Retirement System of Ohio503$40K0.0%N/A0.001%
8/17/2026Capstone Investment Advisors LLC5,029$398K0.0%N/A0.015%
8/17/2026Transamerica Financial Advisors LLC1,752$139K0.0%N/A0.005%
8/17/2026Corient Private Wealth LP2,882$228K0.0%N/A0.009%
8/17/2026Philadelphia Financial Management of San Francisco LLC112,143$8.87M0.0%N/A0.332%
8/17/2026Bank of America Corp DE141,686$11.21M0.0%N/A0.419%
8/15/2026Jupiter Topco LLC15,722$1.24M0.0%N/A0.047%
8/14/2026Canada Pension Plan Investment Board3,400$269K0.0%N/A0.010%
8/14/2026Legal & General Group Plc72,107$5.70M0.0%N/A0.213%
8/14/2026The Manufacturers Life Insurance Company15,377$1.22M0.0%N/A0.046%
8/13/2026Pinnacle Holdings LLC17,370$1.37M0.4%N/A0.051%
8/12/2026Quantbot Technologies LP21,402$1.69M0.1%N/A0.063%
8/12/2026De Lisle Partners LLP59,658$4.72M0.5%N/A0.176%
8/12/2026Heartland Advisors Inc.150,000$11.87M0.5%N/A0.444%
8/11/2026Virtus Advisers LLC3,075$243K0.1%N/A0.009%
8/10/2026Tieton Capital Management LLC256,178$20.26M5.8%N/A0.757%
8/10/2026Great Lakes Advisors LLC10,238$810K0.0%N/A0.030%
8/8/2026Meeder Asset Management Inc.112,372$8.89M0.5%N/A0.332%
8/7/2026BlackRock Inc.4,869,339$385.17M0.0%N/A14.394%
8/7/2026Deutsche Bank AG33,161$2.62M0.0%N/A0.098%
8/7/2026Mitsubishi UFJ Asset Management Co. Ltd.2,234$177K0.0%N/A0.007%
They didn't warn anyone in 1971. This time someone is warning you. (Ad)

On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.tc pixel

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8/6/2026Bank of New York Mellon Corp206,943$16.37M0.0%N/A0.612%
8/6/2026State of Wyoming1,646$130K0.0%N/A0.005%
8/3/2026Summit Global Investments12,850$1.02M0.1%N/A0.038%
7/10/2026Wedge Capital Management L L P NC31,275$2.47M0.0%-5.3%0.092%
7/10/2026Handelsbanken Fonder AB5,800$459K0.0%N/A0.017%
7/8/2026Assenagon Asset Management S.A.583,568$46.16M0.1%-25.1%1.725%
7/2/2026Versant 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 Company14,700$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%
4/27/2026New York State Teachers Retirement System21,342$1.48M0.0%-46.8%0.063%
4/27/2026Y Intercept Hong Kong Ltd10,156$705K0.0%+62.6%0.030%
4/23/2026Inspire Investing LLC7,440$516K0.0%+16.2%0.022%
4/23/2026Sippican Capital Advisors39,754$2.76M1.9%-2.0%0.118%
4/22/2026Pictet Asset Management Holding SA5,604$389K0.0%+13.6%0.017%
4/22/2026Sterling Capital Management LLC5,763$400K0.0%-37.6%0.017%
4/21/2026Louisiana State Employees Retirement System14,100$979K0.0%N/A0.042%
They didn't warn anyone in 1971. This time someone is warning you. (Ad)

On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.tc pixel

Request the free guide in 30 seconds and get positioned now
4/20/2026Assenagon 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%


CUBI Institutional Ownership - Frequently Asked Questions

During the previous two years, 278 institutional investors and hedge funds held shares of Customers Bancorp. The most heavily invested institutionals were 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), Hood River Capital Management LLC ($89.46M), and Price T Rowe Associates Inc. MD ($63.73M).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 247 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 12,088,481 shares in the last 24 months. This purchase volume represents approximately $904.17M in transactions.

Of the 85 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 2,313,689 shares in the last 24 months. This volume of shares sold represents approximately $165.32M in transactions.



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 9/23/2026. New 13F filings are added each quarter as they're published.
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