Customers Bancorp (CUBI) Institutional Ownership

$66.87

+2.82 (+4.40%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 89.29%
Number of Institutional Buyers (last 12 months): 97
Total Institutional Inflows (last 12 months): $179.81M

Number of Institutional Sellers (last 12 months): 77
Total Institutional Outflows (last 12 months): $118.57M

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CUBI Institutional Buying and Selling by Quarter

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Customers Bancorp Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Access Investment Management LLC	281,425	$13.50M	4.4%	+0.1%	0.894%
7/26/2024	Allspring Global Investments Holdings LLC	229,281	$11.00M	0.0%	-12.4%	0.728%
7/26/2024	Bank of New York Mellon Corp	261,907	$12.57M	0.0%	+0.3%	0.832%
7/24/2024	Louisiana State Employees Retirement System	14,300	$686K	0.0%	+2.1%	0.045%
7/24/2024	SummerHaven Investment Management LLC	20,723	$994K	0.7%	+1.7%	0.066%
7/19/2024	Raymond James & Associates	54,759	$2.63M	0.0%	-0.9%	0.174%
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7/18/2024	Assenagon Asset Management S.A.	253,954	$12.19M	0.0%	+252.1%	0.806%
7/17/2024	Wedge Capital Management L L P NC	52,274	$2.51M	0.0%	N/A	0.166%
6/14/2024	SRN Advisors LLC	28,903	$1.53M	1.2%	-9.2%	0.092%
6/4/2024	DekaBank Deutsche Girozentrale	1,181	$62K	0.0%	-78.4%	0.004%
5/17/2024	Comerica Bank	13,498	$716K	0.0%	-8.4%	0.043%
5/17/2024	Hancock Whitney Corp	5,925	$314K	0.0%	N/A	0.019%
5/17/2024	Tidal Investments LLC	197,290	$10.47M	0.2%	-56.1%	0.627%
5/16/2024	California State Teachers Retirement System	29,724	$1.58M	0.0%	-4.7%	0.094%
5/16/2024	EJF Capital LLC	38,827	$2.06M	1.4%	-20.8%	0.123%
5/16/2024	Jacobs Levy Equity Management Inc.	358,074	$19.00M	0.1%	-22.4%	1.137%
5/16/2024	Janus Henderson Group PLC	30,662	$1.63M	0.0%	-5.4%	0.097%
5/16/2024	Kennedy Capital Management LLC	149,290	$7.92M	0.2%	-1.9%	0.474%
5/15/2024	Public Employees Retirement System of Ohio	40,809	$2.17M	0.0%	-9.3%	0.130%
5/15/2024	Price T Rowe Associates Inc. MD	13,576	$721K	0.0%	+8.2%	0.043%
5/15/2024	Hood River Capital Management LLC	282,601	$15.00M	0.3%	-1.8%	0.898%
5/15/2024	Lazard Asset Management LLC	6,071	$321K	0.0%	-54.3%	0.019%
5/15/2024	Quadrature Capital Ltd	12,090	$642K	0.0%	+15.1%	0.038%
5/14/2024	Shell Asset Management Co.	10,192	$541K	0.0%	-16.3%	0.032%
5/14/2024	CANADA LIFE ASSURANCE Co	42,945	$2.28M	0.0%	-2.0%	0.136%
5/13/2024	O Shaughnessy Asset Management LLC	22,404	$1.19M	0.0%	+5.8%	0.071%
5/11/2024	Hillsdale Investment Management Inc.	80,400	$4.27M	0.3%	N/A	0.255%
5/10/2024	Vanguard Group Inc.	2,186,920	$116.04M	0.0%	+5.4%	6.946%
5/9/2024	Pacific Ridge Capital Partners LLC	35,935	$1.91M	0.4%	-20.8%	0.114%
5/8/2024	Advisors Preferred LLC	34,556	$1.79M	0.3%	+48.5%	0.110%
5/8/2024	ProShare Advisors LLC	5,763	$306K	0.0%	+7.4%	0.018%
5/8/2024	US Bancorp DE	9,947	$528K	0.0%	-11.4%	0.032%
5/8/2024	Russell Investments Group Ltd.	98,916	$5.25M	0.0%	-11.4%	0.314%
5/7/2024	Sei Investments Co.	86,230	$4.58M	0.0%	-17.7%	0.274%
5/7/2024	Susquehanna Fundamental Investments LLC	25,117	$1.33M	0.1%	N/A	0.080%
5/7/2024	Illinois Municipal Retirement Fund	16,066	$852K	0.0%	+4.8%	0.051%
5/7/2024	SG Americas Securities LLC	21,632	$1.15M	0.0%	+208.5%	0.069%
5/7/2024	Empowered Funds LLC	19,128	$1.02M	0.0%	+7.9%	0.061%
5/6/2024	Quantbot Technologies LP	17,401	$923K	0.1%	+7.5%	0.055%
5/6/2024	LSV Asset Management	327,200	$17.36M	0.0%	-7.4%	1.039%
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5/6/2024	Texas Permanent School Fund Corp	24,765	$1.31M	0.0%	+1.4%	0.079%
5/3/2024	GSA Capital Partners LLP	14,244	$756K	0.1%	-15.7%	0.045%
5/1/2024	Wakefield Asset Management LLLP	20,967	$1.11M	0.4%	-4.3%	0.067%
5/1/2024	Capstone Investment Advisors LLC	4,144	$220K	0.0%	N/A	0.013%
5/1/2024	Janney Montgomery Scott LLC	11,493	$610K	0.0%	-12.9%	0.036%
5/1/2024	BNP Paribas Financial Markets	44,466	$2.36M	0.0%	-10.1%	0.141%
4/30/2024	Allspring Global Investments Holdings LLC	261,847	$13.89M	0.0%	+2.8%	0.832%
4/29/2024	Principal Financial Group Inc.	177,384	$9.41M	0.0%	+20.3%	0.563%
4/26/2024	Yousif Capital Management LLC	12,769	$678K	0.0%	-18.1%	0.041%
4/24/2024	Assenagon Asset Management S.A.	72,135	$3.83M	0.0%	-60.6%	0.229%
4/23/2024	Raymond James Financial Services Advisors Inc.	68,795	$3.65M	0.0%	+40.2%	0.218%
4/19/2024	Denali Advisors LLC	34,344	$1.82M	0.5%	-59.6%	0.109%
4/18/2024	Allspring Global Investments Holdings LLC	261,847	$13.89M	0.0%	+2.8%	0.832%
3/25/2024	Quadrature Capital Ltd	10,508	$605K	0.0%	-28.6%	0.033%
3/22/2024	PNC Financial Services Group Inc.	5,557	$320K	0.0%	-8.9%	0.018%
3/21/2024	Healthcare of Ontario Pension Plan Trust Fund	71,000	$4.09M	0.0%	+51.1%	0.225%
3/11/2024	Vanguard Group Inc.	2,075,266	$119.58M	0.0%	-3.7%	6.590%
3/5/2024	Wellington Management Group LLP	1,715,054	$98.82M	0.0%	-19.6%	5.446%
2/13/2024	Quantedge Capital Pte Ltd	89,200	$5.14M	2.5%	+40.9%	0.285%
2/13/2024	Rafferty Asset Management LLC	57,848	$3.33M	0.0%	-6.9%	0.185%
2/12/2024	Eagle Asset Management Inc.	63,860	$3.68M	0.0%	N/A	0.204%
2/12/2024	Alpha DNA Investment Management LLC	9,260	$534K	0.2%	-41.7%	0.030%
2/12/2024	TFO Wealth Partners LLC	5,801	$334K	0.0%	+41,335.7%	0.019%
2/12/2024	Pacific Ridge Capital Partners LLC	45,367	$2.61M	0.5%	-20.9%	0.145%
2/9/2024	US Bancorp DE	11,230	$647K	0.0%	+1,063.7%	0.036%
2/9/2024	Affinity Investment Advisors LLC	11,426	$658K	0.4%	-41.9%	0.037%
2/9/2024	Tieton Capital Management LLC	238,648	$13.75M	7.8%	-1.5%	0.764%
2/9/2024	Aigen Investment Management LP	3,625	$209K	0.0%	N/A	0.012%
2/9/2024	Quest Partners LLC	5,415	$312K	0.1%	N/A	0.017%
2/9/2024	Trexquant Investment LP	28,657	$1.65M	0.0%	N/A	0.092%
2/9/2024	Coldstream Capital Management Inc.	3,785	$218K	0.0%	N/A	0.012%
2/9/2024	PNC Financial Services Group Inc.	5,557	$320K	0.0%	-8.9%	0.018%
2/8/2024	Great Lakes Advisors LLC	290,585	$16.74M	0.2%	-0.9%	0.930%
2/8/2024	Janney Montgomery Scott LLC	13,190	$760K	0.0%	-9.1%	0.042%
2/8/2024	Massachusetts Financial Services Co. MA	31,566	$1.82M	0.0%	+6.3%	0.101%
2/7/2024	Principal Financial Group Inc.	147,410	$8.49M	0.0%	-3.2%	0.472%
2/7/2024	Dimensional Fund Advisors LP	2,153,952	$124.11M	0.0%	+1.9%	6.893%
2/7/2024	BNP Paribas Financial Markets	49,459	$2.85M	0.0%	-38.8%	0.158%
2/7/2024	Teacher Retirement System of Texas	14,958	$862K	0.0%	N/A	0.048%
2/7/2024	Access Investment Management LLC	281,055	$16.19M	6.0%	N/A	0.899%
2/7/2024	Versor Investments LP	4,098	$236K	0.0%	N/A	0.013%
2/6/2024	Charles Schwab Investment Management Inc.	407,920	$23.50M	0.0%	+9.5%	1.305%
2/6/2024	LSV Asset Management	353,400	$20.36M	0.0%	-3.0%	1.131%
2/6/2024	Amalgamated Bank	10,808	$623K	0.0%	-2.9%	0.035%
2/6/2024	Swiss National Bank	58,600	$3.38M	0.0%	-10.4%	0.188%
2/5/2024	Victory Capital Management Inc.	44,794	$2.58M	0.0%	-9.9%	0.143%
2/5/2024	Mach 1 Financial Group LLC	8,154	$470K	0.2%	-42.0%	0.026%
2/5/2024	SummerHaven Investment Management LLC	20,202	$1.16M	0.7%	+1.0%	0.065%
2/5/2024	Russell Investments Group Ltd.	111,643	$6.43M	0.0%	-9.3%	0.357%
2/2/2024	Truist Financial Corp	11,156	$643K	0.0%	-3.1%	0.036%
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2/2/2024	Semanteon Capital Management LP	19,701	$1.14M	0.8%	N/A	0.063%
2/2/2024	Bailard Inc.	13,900	$801K	0.0%	N/A	0.044%
2/1/2024	Yousif Capital Management LLC	15,582	$898K	0.0%	+11.3%	0.050%
2/1/2024	GAMMA Investing LLC	1,454	$78K	0.0%	N/A	0.005%
2/1/2024	New York State Common Retirement Fund	52,515	$3.03M	0.0%	-8.1%	0.168%
2/1/2024	Illinois Municipal Retirement Fund	15,328	$883K	0.0%	-13.5%	0.049%
2/1/2024	Hussman Strategic Advisors Inc.	42,000	$2.42M	0.6%	-45.8%	0.134%
2/1/2024	CWM LLC	1,930	$111K	0.0%	-12.4%	0.006%
1/31/2024	Federated Hermes Inc.	138,196	$7.96M	0.0%	+3,784.1%	0.442%
1/31/2024	Mraz Amerine & Associates Inc.	44,412	$2.56M	0.5%	-0.8%	0.142%

(Data available from 1/1/2016 forward)

CUBI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CUBI shares?: During the previous two years, 191 institutional investors and hedge funds held shares of Customers Bancorp. The most heavily invested institutionals were Dimensional Fund Advisors LP ($124.11M), Vanguard Group Inc. ($116.04M), Wellington Management Group LLP ($98.82M), JPMorgan Chase & Co. ($23.56M), Charles Schwab Investment Management Inc. ($23.50M), Jacobs Levy Equity Management Inc. ($19.00M), and Aristotle Capital Boston LLC ($17.65M).Learn more on CUBI's institutional investors.
What percentage of Customers Bancorp stock is owned by institutional investors?: 89.29% of Customers Bancorp stock is owned by institutional investors. Learn more on CUBI's institutional investor holdings.
Which institutional investors have been buying Customers Bancorp stock?: Of the 157 institutional investors that purchased Customers Bancorp stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($739.48K), Thrivent Financial for Lutherans ($587.47K), Assenagon Asset Management S.A. ($581.83K), Allspring Global Investments Holdings LLC ($508.47K), Wellington Management Group LLP ($475.91K), Federated Hermes Inc. ($403.15K), and Portolan Capital Management LLC ($327.93K).

How much institutional buying is happening at Customers Bancorp?: Institutional investors have bought a total of 9,664,561 shares in the last 24 months. This purchase volume represents approximately $323.70M in transactions.
Which Customers Bancorp major shareholders have been selling company stock?: Of the 106 institutional investors that sold Customers Bancorp stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Victory Capital Management Inc. ($1.03M), Assenagon Asset Management S.A. ($462.38K), Wellington Management Group LLP ($417.15K), Dimensional Fund Advisors LP ($331.19K), Basswood Capital Management L.L.C. ($277.59K), Tidal Investments LLC ($252.25K), and Thrivent Financial for Lutherans ($211.52K).
How much institutional selling is happening at Customers Bancorp?: Institutional investors have sold a total of 5,268,300 shares in the last 24 months. This volume of shares sold represents approximately $191.72M in transactions.