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Customers Bancorp (CUBI) Institutional Ownership

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$78.87 +0.01 (+0.02%)
Closing price 09/11/2026 03:58 PM Eastern
Extended Trading
$78.88 +0.00 (+0.00%)
As of 09/11/2026 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)
$1.14B
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
9/9/2026 Tidal Investments LLC299,421$23.68M0.0%-1.4%0.886%
9/9/2026 WINTON GROUP Ltd29,848$2.36M0.1%+43.7%0.088%
9/9/2026 Engineers Gate Manager LP4,730$374K0.0%-73.0%0.014%
9/9/2026 Integrated Wealth Concepts LLC894$71K0.0%N/A0.003%
9/9/2026 Squarepoint Ops LLC137,530$10.88M0.0%+39.9%0.407%
9/9/2026 Arcus Capital Partners LLC11,276$892K0.4%+20.3%0.033%
9/8/2026 Mraz Amerine & Associates Inc.35,967$2.85M0.4%-1.8%0.106%
9/8/2026 Nykredit A S1,979$157K0.0%N/A0.006%
8/27/2026 Corient Private Wealth LP2,891$229K0.0%N/A0.009%
8/26/2026 Amundi5,674$449K0.0%-11.6%0.017%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al20,450$1.62M0.0%N/A0.061%
8/24/2026 California State Teachers Retirement System3,052,390$241.44M0.0%+7,606.1%9.035%
8/22/2026 Concurrent Investment Advisors LLC9,729$770K0.0%-4.3%0.029%
8/21/2026 Nykredit A S1,979$157K0.0%N/A0.006%
8/20/2026 Susquehanna Fundamental Investments LLC24,634$1.95M0.0%+13.5%0.073%
8/20/2026 Hennessy Advisors Inc.35,000$2.77M0.1%+6.1%0.104%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC84,136$6.66M0.0%+4.4%0.249%
8/19/2026 Wellington Management Group LLP4,035,500$319.21M0.1%+3.8%11.946%
8/18/2026 Empowered Funds LLC158,088$12.51M0.1%N/A0.468%
8/18/2026 Public Employees Retirement System of Ohio503$40K0.0%N/A0.001%
8/17/2026 Capstone Investment Advisors LLC5,029$398K0.0%N/A0.015%
8/17/2026 Transamerica Financial Advisors LLC1,752$139K0.0%N/A0.005%
8/17/2026 Corient Private Wealth LP2,882$228K0.0%N/A0.009%
8/17/2026 Philadelphia Financial Management of San Francisco LLC112,143$8.87M0.0%N/A0.332%
8/17/2026 Bank of America Corp DE141,686$11.21M0.0%N/A0.419%
8/15/2026 Jupiter Topco LLC15,722$1.24M0.0%N/A0.047%
8/14/2026 Canada Pension Plan Investment Board3,400$269K0.0%N/A0.010%
8/14/2026 Legal & General Group Plc72,107$5.70M0.0%N/A0.213%
8/14/2026 The Manufacturers Life Insurance Company15,377$1.22M0.0%N/A0.046%
8/13/2026 Pinnacle Holdings LLC17,370$1.37M0.4%N/A0.051%
8/12/2026 Quantbot Technologies LP21,402$1.69M0.1%N/A0.063%
8/12/2026 De Lisle Partners LLP59,658$4.72M0.5%N/A0.176%
8/12/2026 Heartland Advisors Inc.150,000$11.87M0.5%N/A0.444%
8/11/2026 Virtus Advisers LLC3,075$243K0.1%N/A0.009%
8/10/2026 Tieton Capital Management LLC256,178$20.26M5.8%N/A0.757%
8/10/2026 Great Lakes Advisors LLC10,238$810K0.0%N/A0.030%
8/8/2026 Meeder Asset Management Inc.112,372$8.89M0.5%N/A0.332%
8/7/2026 BlackRock Inc.4,869,339$385.17M0.0%N/A14.394%
8/7/2026 Deutsche Bank AG33,161$2.62M0.0%N/A0.098%
8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.2,234$177K0.0%N/A0.007%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

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8/6/2026 Bank of New York Mellon Corp206,943$16.37M0.0%N/A0.612%
8/6/2026 State of Wyoming1,646$130K0.0%N/A0.005%
8/3/2026 Summit Global Investments12,850$1.02M0.1%N/A0.038%
7/10/2026 Wedge Capital Management L L P NC31,275$2.47M0.0%-5.3%0.092%
7/10/2026 Handelsbanken Fonder AB5,800$459K0.0%N/A0.017%
7/8/2026 Assenagon Asset Management S.A.583,568$46.16M0.1%-25.1%1.725%
7/2/2026 Versant Capital Management Inc561$44K0.0%+41.0%0.002%
6/12/2026 Militia Capital Management LLC12,465$865K0.2%N/A0.037%
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%
5/19/2026Janus 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 Company14,700$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%
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%
Why the Treasury still prices gold at 42 dollars an ounce (Ad)

The U.S. Treasury still values its gold reserves at 42.22 dollars an ounce, a price set in 1973. Gold trades near 4,500 dollars today, a 113-to-1 gap between book value and market reality. Treasury Secretary Scott Bessent has said he wants to monetize the asset side of the balance sheet. A revaluation could add more than 1 trillion dollars to the government's books overnight. Certain gold miners still trade as if gold were under 2,000 dollars, even as prices near record highs.tc pixel

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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%


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), California State Teachers Retirement System ($241.44M), 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 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), California State Teachers Retirement System ($3.02M), 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), and Millennium Management LLC ($464.24K).

Institutional investors have bought a total of 15,105,606 shares in the last 24 months. This purchase volume represents approximately $1.14B 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 9/9/2026. New 13F filings are added each quarter as they're published.
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