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Customers Bancorp (CUBI) Institutional Ownership

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$68.80 +0.08 (+0.12%)
Closing price 03:59 PM Eastern
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$68.61 -0.19 (-0.27%)
As of 04:19 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)
137
Total
Institutional Inflows
(last 12 months)
$333.67M
Number of
Institutional Sellers
(last 12 months)
107
Total
Institutional Outflows
(last 12 months)
$213.43M
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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
8/16/2025 Public Sector Pension Investment Board120,225$7.06M0.0%+7.3%0.380%
8/15/2025 CANADA LIFE ASSURANCE Co31,914$1.88M0.0%-1.6%0.101%
8/15/2025 Tower Research Capital LLC TRC 5,701$335K0.0%+235.2%0.018%
8/15/2025 Anatole Investment Management Ltd299,500$17.59M3.0%N/A0.947%
8/15/2025 Teza Capital Management LLC5,952$350K0.3%-5.0%0.019%
8/15/2025 Tidal Investments LLC301,982$17.74M0.1%+45.3%0.955%
8/15/2025 Rafferty Asset Management LLC38,339$2.25M0.0%-17.5%0.121%
8/15/2025 Militia Capital Partners LP25,000$1.47M0.7%+56.3%0.079%
8/15/2025 Lazard Asset Management LLC7,872$461K0.0%+7.7%0.025%
8/15/2025 EP Wealth Advisors LLC4,143$243K0.0%-6.5%0.013%
8/15/2025 Engineers Gate Manager LP23,426$1.38M0.0%-60.8%0.074%
8/15/2025 BNP Paribas Financial Markets13,301$781K0.0%+64.2%0.042%
8/15/2025 Bridgeway Capital Management LLC110,662$6.50M0.2%N/A0.350%
8/15/2025 Bank of America Corp DE93,929$5.52M0.0%-7.1%0.297%
8/15/2025 Ameriprise Financial Inc.86,710$5.09M0.0%-2.0%0.274%
8/14/2025 California State Teachers Retirement System27,801$1.63M0.0%-1.1%0.088%
8/14/2025 Raymond James Financial Inc.134,837$7.92M0.0%+32.2%0.426%
8/14/2025 Quantinno Capital Management LP7,478$439K0.0%+22.9%0.024%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.16,219$953K0.0%-8.0%0.051%
8/14/2025 The Manufacturers Life Insurance Company 14,857$873K0.0%-1.5%0.047%
8/14/2025 Sei Investments Co.112,308$6.60M0.0%+12.7%0.355%
8/14/2025 Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna4,000$235K0.1%N/A0.013%
8/14/2025 State Street Corp1,481,444$87.02M0.0%-6.6%4.685%
8/14/2025 WINTON GROUP Ltd8,341$490K0.0%-64.2%0.026%
8/14/2025 Hood River Capital Management LLC1,523,025$89.46M1.2%+1.6%4.817%
8/13/2025 Jump Financial LLC31,000$1.82M0.0%-9.3%0.098%
8/13/2025 Amundi4,800$310K0.0%-59.4%0.015%
8/13/2025 Marshall Wace LLP45,127$2.65M0.0%N/A0.143%
8/13/2025 Walleye Capital LLC21,185$1.24M0.0%+92.9%0.067%
8/13/2025 First Trust Advisors LP66,181$3.89M0.0%-23.2%0.209%
8/13/2025 Harbor Advisors LLC23,000$1.35M0.2%-35.2%0.073%
8/13/2025 Invesco Ltd.234,782$13.79M0.0%+93.1%0.742%
8/13/2025 Arrowstreet Capital Limited Partnership15,518$912K0.0%N/A0.049%
8/13/2025 Quantbot Technologies LP31,797$1.87M0.0%-25.4%0.101%
8/13/2025 Lido Advisors LLC5,657$332K0.0%N/A0.018%
8/13/2025 Gator Capital Management LLC168,250$9.88M3.1%-5.7%0.532%
8/13/2025 Russell Investments Group Ltd.80,896$4.75M0.0%+0.3%0.256%
8/12/2025 Tieton Capital Management LLC281,218$16.52M6.7%-0.8%0.889%
8/12/2025 Prudential Financial Inc.169,588$9.96M0.0%+5.9%0.536%
8/12/2025 American Century Companies Inc.876,625$51.49M0.0%+5.6%2.772%
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8/12/2025 Rhumbline Advisers88,554$5.20M0.0%+1.0%0.280%
8/12/2025 Legal & General Group Plc80,542$4.73M0.0%+1.5%0.255%
8/12/2025 Brandywine Global Investment Management LLC70,284$4.13M0.0%-3.7%0.222%
8/12/2025 JPMorgan Chase & Co.435,637$25.59M0.0%+9.4%1.378%
8/12/2025 Swiss National Bank57,100$3.35M0.0%-1.0%0.181%
8/12/2025 Ensign Peak Advisors Inc14,534$854K0.0%-20.3%0.046%
8/11/2025 Empowered Funds LLC90,662$5.33M0.1%N/A0.287%
8/11/2025 LSV Asset Management179,500$10.54M0.0%-18.3%0.568%
8/8/2025 Intech Investment Management LLC70,045$4.11M0.0%+4.1%0.222%
8/8/2025 Creative Planning4,260$250K0.0%N/A0.013%
8/8/2025 SG Americas Securities LLC66,440$3.90M0.0%-39.4%0.210%
8/8/2025 Commonwealth of Pennsylvania Public School Empls Retrmt SYS7,542$443K0.0%+8.1%0.024%
8/8/2025 Police & Firemen s Retirement System of New Jersey6,872$404K0.0%+8.7%0.022%
8/8/2025 Geode Capital Management LLC695,204$40.84M0.0%+0.4%2.201%
8/8/2025 PNC Financial Services Group Inc.5,428$319K0.0%-3.0%0.017%
8/8/2025 KBC Group NV999$59K0.0%-33.2%0.003%
8/7/2025 ProShare Advisors LLC6,602$388K0.0%-5.2%0.021%
8/6/2025 First Eagle Investment Management LLC99,717$5.86M0.0%+15.8%0.316%
8/5/2025 Hussman Strategic Advisors Inc.21,000$1.23M0.3%N/A0.066%
8/5/2025 Bank of New York Mellon Corp220,460$12.95M0.0%-0.4%0.698%
8/5/2025 Access Investment Management LLC114,415$6.72M1.9%N/A0.362%
8/5/2025 Corton Capital Inc.3,521$207K0.2%N/A0.011%
8/5/2025 South Dakota Investment Council195,897$11.51M0.2%+2.6%0.620%
8/1/2025 Teacher Retirement System of Texas4,542$267K0.0%+4.2%0.014%
8/1/2025 Y Intercept Hong Kong Ltd8,176$480K0.0%N/A0.026%
8/1/2025 Envestnet Asset Management Inc.22,328$1.31M0.0%+17.1%0.071%
7/31/2025 AlphaQuest LLC741$44K0.0%-96.5%0.002%
7/30/2025 First Citizens Bank & Trust Co.7,407$435K0.0%N/A0.023%
7/29/2025 Mutual of America Capital Management LLC3,774$222K0.0%-11.1%0.012%
7/25/2025 Envestnet Portfolio Solutions Inc.7,116$418K0.0%N/A0.023%
7/25/2025 Allspring Global Investments Holdings LLC369,795$22.98M0.0%+16.4%1.171%
7/25/2025 Sippican Capital Advisors40,639$2.39M1.7%+4.7%0.129%
7/25/2025 Concurrent Investment Advisors LLC5,562$327K0.0%+4.6%0.018%
7/24/2025 Inspire Investing LLC6,560$385K0.0%-3.9%0.021%
7/16/2025 State of Alaska Department of Revenue17,480$1.03M0.0%+8.2%0.055%
7/11/2025 Wedge Capital Management L L P NC38,769$2.28M0.0%-4.1%0.123%
7/11/2025 Assenagon Asset Management S.A.225,537$13.25M0.0%-22.5%0.714%
7/10/2025 Wealth Enhancement Advisory Services LLC4,077$239K0.0%N/A0.013%
6/18/2025 Voya Investment Management LLC24,741$1.24M0.0%+30.9%0.078%
6/6/2025 Militia Capital Partners LP16,000$803K0.6%+255.6%0.051%
6/3/2025 Inspire Investing LLC6,828$343K0.0%-17.4%0.022%
5/29/2025 Rhumbline Advisers87,638$4.40M0.0%-4.2%0.277%
5/20/2025 Intech Investment Management LLC67,262$3.38M0.0%+20.3%0.213%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC68,502$3.44M0.0%-9.6%0.217%
5/16/2025 Great Lakes Advisors LLC14,144$710K0.0%-87.9%0.045%
5/16/2025 Goldman Sachs Group Inc.248,485$12.47M0.0%-9.5%0.787%
5/16/2025 Jones Financial Companies Lllp739$37K0.0%N/A0.002%
5/16/2025 Teza Capital Management LLC6,262$314K0.1%-11.8%0.020%
5/16/2025 Shellback Capital LP130,423$6.55M0.6%+20.8%0.414%
5/16/2025 Millennium Management LLC274,730$13.79M0.0%+71.4%0.873%
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5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.17,625$885K0.0%+4.7%0.056%
5/16/2025 AQR Capital Management LLC57,427$2.88M0.0%-21.6%0.182%
5/16/2025 Amundi11,835$594K0.0%-16.9%0.038%
5/15/2025 EP Wealth Advisors LLC4,431$222K0.0%+5.3%0.014%
5/15/2025 Royal Bank of Canada5,344$269K0.0%+11.5%0.017%
5/15/2025 Cubist Systematic Strategies LLC78,561$3.94M0.0%+164.9%0.250%
5/15/2025 SRN Advisors LLC16,425$825K0.9%-38.4%0.052%
5/15/2025 Trexquant Investment LP107,559$5.40M0.1%+207.1%0.342%
5/14/2025 Rafferty Asset Management LLC46,473$2.33M0.0%-39.0%0.148%
5/14/2025 Corebridge Financial Inc.15,449$776K0.0%-1.9%0.049%
(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, 244 institutional investors and hedge funds held shares of Customers Bancorp. The most heavily invested institutionals were Wellington Management Group LLP ($177.35M), Dimensional Fund Advisors LP ($104.02M), Vanguard Group Inc. ($103.88M), Hood River Capital Management LLC ($89.46M), State Street Corp ($87.02M), American Century Companies Inc. ($51.49M), and Geode Capital Management LLC ($40.84M).Learn more on Customers Bancorp's institutional investors.

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

89.29% of Customers Bancorp's stock is owned by institutional investors. Learn more on CUBI's institutional investor holdings.

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

Of the 196 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: Wellington Management Group LLP ($1.38M), Hood River Capital Management LLC ($711.21K), Nuveen LLC ($530.92K), Assenagon Asset Management S.A. ($498.92K), Access Investment Management LLC ($395.77K), Anatole Investment Management Ltd ($299.50K), and American Century Companies Inc. ($279.72K).

How much institutional buying is happening at Customers Bancorp?

Institutional investors have bought a total of 6,557,835 shares in the last 24 months. This purchase volume represents approximately $333.67M in transactions.

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

Of the 107 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 ($592.46K), Philadelphia Financial Management of San Francisco LLC ($484.63K), Assenagon Asset Management S.A. ($254.20K), Great Lakes Advisors LLC ($246.68K), Invesco Ltd. ($245.79K), Access Investment Management LLC ($187.32K), and Vanguard Group Inc. ($126.08K).

How much institutional selling is happening at Customers Bancorp?

Institutional investors have sold a total of 4,348,605 shares in the last 24 months. This volume of shares sold represents approximately $213.43M in transactions.



This page (NYSE:CUBI) was last updated on 8/25/2025 by MarketBeat.com Staff
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