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Customers Bancorp (CUBI) Institutional Ownership

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$49.84 +0.86 (+1.75%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. 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)
100
Total
Institutional Inflows
(last 12 months)
$151.53M
Number of
Institutional Sellers
(last 12 months)
72
Total
Institutional Outflows
(last 12 months)
$164.93M
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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
1/17/2025 Inspire Investing LLC8,270$403K0.0%-7.4%0.026%
1/17/2025 SG Americas Securities LLC5,579$272K0.0%+6.3%0.018%
1/15/2025 Wedge Capital Management L L P NC53,741$2.62M0.0%-1.1%0.171%
1/15/2025 Hennessy Advisors Inc.27,000$1.31M0.0%N/A0.086%
1/14/2025 Assenagon Asset Management S.A.420,766$20.48M0.0%-12.3%1.342%
12/26/2024JPMorgan Chase & Co.322,677$14.99M0.0%-27.4%1.029%
12/19/2024Principal Financial Group Inc.138,981$6.46M0.0%-20.8%0.443%
11/27/2024Franklin Resources Inc.62,515$3.01M0.0%+3.4%0.199%
11/25/2024Tidal Investments LLC120,803$5.61M0.1%-35.1%0.385%
11/25/2024Sanctuary Advisors LLC9,412$437K0.0%+12.8%0.030%
11/16/2024Geode Capital Management LLC687,130$31.92M0.0%+2.7%2.192%
11/15/2024Barclays PLC89,879$4.18M0.0%+46.9%0.287%
11/15/2024Y Intercept Hong Kong Ltd15,853$736K0.0%N/A0.051%
11/15/2024Wellington Management Group LLP2,816,915$130.85M0.0%-12.6%8.985%
11/15/2024State Street Corp1,781,976$82.77M0.0%+10.5%5.684%
11/15/2024Systematic Financial Management LP12,360$574K0.0%N/A0.039%
11/15/2024Quadrature Capital Ltd10,620$493K0.0%-52.3%0.034%
11/15/2024Philadelphia Financial Management of San Francisco LLC6,614$307K0.0%-98.7%0.021%
11/15/2024Point72 DIFC Ltd1,815$84K0.0%N/A0.006%
11/15/2024Point72 Asset Management L.P.4,795$223K0.0%N/A0.015%
11/15/2024Jacobs Levy Equity Management Inc.249,588$11.59M0.0%-1.6%0.796%
11/15/2024Janus Henderson Group PLC27,910$1.30M0.0%-4.5%0.089%
11/15/2024Harbor Advisors LLC33,375$1.55M0.3%+376.8%0.106%
11/15/2024Basswood Capital Management L.L.C.561$26K0.0%N/A0.002%
11/14/2024Verition Fund Management LLC27,918$1.30M0.0%+325.5%0.088%
11/14/2024Walleye Capital LLC38,450$1.79M0.0%+536.3%0.121%
11/14/2024Martingale Asset Management L P30,730$1.43M0.0%+7.7%0.097%
11/14/2024Crawford Fund Management LLC67,353$3.13M0.7%-44.8%0.212%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC58,616$2.72M0.0%-11.1%0.185%
11/14/2024De Lisle Partners LLP42,020$1.95M0.3%-19.2%0.133%
11/13/2024BNP Paribas Financial Markets40,425$1.88M0.0%+117.9%0.128%
11/13/2024FMR LLC15,720$730K0.0%+112.3%0.050%
11/13/2024Quantbot Technologies LP63,036$2.93M0.1%+94.2%0.199%
11/13/2024The Manufacturers Life Insurance Company14,914$693K0.0%-1.6%0.047%
11/12/2024Algert Global LLC39,449$1.83M0.0%-52.6%0.124%
11/12/2024Tieton Capital Management LLC236,203$10.97M5.7%-0.3%0.745%
11/12/2024Citigroup Inc.107,596$5.00M0.0%+16.4%0.339%
11/12/2024Charles Schwab Investment Management Inc.509,469$23.67M0.0%+2.4%1.607%
11/9/2024Intech Investment Management LLC25,349$1.18M0.0%+74.2%0.080%
11/8/2024Connor Clark & Lunn Investment Management Ltd.19,965$927K0.0%+176.3%0.063%
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11/7/2024Quest Partners LLC1,633$76K0.0%+143.4%0.005%
11/7/2024Thrivent Financial for Lutherans69,125$3.21M0.0%-3.3%0.218%
11/6/2024Mutual of America Capital Management LLC4,434$206K0.0%-5.3%0.014%
11/6/2024Empowered Funds LLC21,640$1.01M0.0%+5.2%0.068%
11/6/2024Royce & Associates LP214,802$9.98M0.1%-25.3%0.678%
11/6/2024Cornercap Investment Counsel Inc.10,261$477K0.1%-52.4%0.032%
11/5/2024Victory Capital Management Inc.23,806$1.11M0.0%-45.5%0.075%
11/5/2024GSA Capital Partners LLP30,001$1.39M0.1%+10.5%0.095%
11/4/2024Access Investment Management LLC94,110$4.37M1.3%-66.6%0.297%
11/4/2024Wolverine Asset Management LLC74,694$3.47M0.0%N/A0.236%
11/4/2024Los Angeles Capital Management LLC6,321$294K0.0%N/A0.020%
10/31/2024Principal Financial Group Inc.138,981$6.46M0.0%-20.8%0.438%
10/31/2024Olympiad Research LP7,143$332K0.2%N/A0.023%
10/28/2024US Bancorp DE907$42K0.0%-87.4%0.003%
10/28/2024Sippican Capital Advisors26,579$1.24M0.9%+140.1%0.084%
10/24/2024Semanteon Capital Management LP7,610$353K0.2%N/A0.024%
10/24/2024SRN Advisors LLC26,652$1.24M1.1%+135.7%0.085%
10/23/2024Mraz Amerine & Associates Inc.40,777$1.89M0.3%-2.9%0.130%
10/23/2024 Assenagon Asset Management S.A.479,739$22.28M0.0%+88.9%1.524%
10/19/2024Allspring Global Investments Holdings LLC194,917$9.05M0.0%-15.0%0.619%
10/11/2024 Wedge Capital Management L L P NC54,341$2.52M0.0%+4.0%0.171%
10/10/2024Exchange Traded Concepts LLC19,977$928K0.0%N/A0.063%
10/10/2024 Inspire Investing LLC8,929$415K0.0%+22.3%0.028%
10/8/2024CWM LLC2,198$102K0.0%+14.2%0.007%
10/7/2024 GAMMA Investing LLC1,580$73K0.0%+21.7%0.005%
10/3/2024 SG Americas Securities LLC5,246$244K0.0%N/A0.017%
9/5/2024Sanctuary Advisors LLC8,346$391K0.0%N/A0.027%
8/29/2024SRN Advisors LLC11,309$543K0.5%-60.9%0.036%
8/16/2024Algert Global LLC83,312$4.00M0.1%+2.9%0.265%
8/16/2024Driehaus Capital Management LLC468,456$22.48M0.2%-22.2%1.488%
8/15/2024Susquehanna Fundamental Investments LLC48,587$2.33M0.1%+93.4%0.154%
8/15/2024Mackenzie Financial Corp5,850$281K0.0%+10.4%0.019%
8/15/2024The Manufacturers Life Insurance Company15,164$728K0.0%+5.8%0.048%
8/15/2024Elizabeth Park Capital Advisors Ltd.48,739$2.34M2.0%+5.4%0.155%
8/15/2024AQR Capital Management LLC45,217$2.17M0.0%-6.7%0.144%
8/14/2024Bank of Montreal Can8,900$429K0.0%+47.4%0.028%
8/14/2024Public Sector Pension Investment Board62,656$3.01M0.0%+8.0%0.199%
8/14/2024Hood River Capital Management LLC549,063$26.34M0.5%+94.3%1.744%
8/14/2024ProShare Advisors LLC4,404$211K0.0%-23.6%0.014%
8/13/2024Hancock Whitney Corp5,101$245K0.0%-13.9%0.016%
8/13/2024Thrivent Financial for Lutherans71,473$3.43M0.0%+26.6%0.227%
8/13/2024Sei Investments Co.132,048$6.34M0.0%+53.1%0.419%
8/13/2024Canada Pension Plan Investment Board32,900$1.58M0.0%N/A0.104%
8/12/2024Intech Investment Management LLC14,552$698K0.0%N/A0.046%
8/12/2024 Inspire Investing LLC7,303$350K0.0%+8.3%0.023%
8/10/2024Tieton Capital Management LLC236,953$11.37M6.3%-1.3%0.753%
8/10/2024Denali Advisors LLC47,044$2.26M0.6%+37.0%0.149%
8/9/2024Renaissance Technologies LLC53,820$2.58M0.0%-12.9%0.171%
8/9/2024Dimensional Fund Advisors LP2,242,121$107.58M0.0%+1.0%7.121%
8/9/2024WINTON GROUP Ltd20,628$990K0.1%+14.9%0.066%
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8/8/2024Federated Hermes Inc.140,698$6.75M0.0%+0.5%0.447%
8/8/2024Cornercap Investment Counsel Inc.21,563$1.04M0.2%-0.9%0.068%
8/8/2024American Century Companies Inc.686,825$32.95M0.0%+14.6%2.181%
8/7/2024Texas Permanent School Fund Corp35,731$1.71M0.0%+44.3%0.113%
8/7/2024Ashton Thomas Private Wealth LLC3,157$151K0.0%N/A0.010%
8/6/2024Quest Partners LLC671$32K0.0%-94.9%0.002%
8/6/2024LSV Asset Management323,800$15.54M0.0%-1.0%1.028%
8/6/2024Great Lakes Advisors LLC275,913$13.24M0.1%-9.7%0.876%
8/5/2024Victory Capital Management Inc.43,654$2.10M0.0%+18.4%0.139%
8/1/2024Rhumbline Advisers87,248$4.19M0.0%+3.9%0.277%
(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, 193 institutional investors and hedge funds held shares of Customers Bancorp. The most heavily invested institutionals were Wellington Management Group LLP ($130.85M), Vanguard Group Inc. ($116.04M), Dimensional Fund Advisors LP ($107.58M), State Street Corp ($82.77M), American Century Companies Inc. ($32.95M), Geode Capital Management LLC ($31.92M), and Hood River Capital Management LLC ($26.34M).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 158 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. ($738.94K), Assenagon Asset Management S.A. ($649.26K), Allspring Global Investments Holdings LLC ($508.47K), Wellington Management Group LLP ($475.91K), Portolan Capital Management LLC ($327.93K), Great Lakes Advisors LLC ($293.23K), and Access Investment Management LLC ($281.35K).

How much institutional buying is happening at Customers Bancorp?

Institutional investors have bought a total of 8,474,777 shares in the last 24 months. This purchase volume represents approximately $311.60M in transactions.

Which Customers Bancorp major shareholders have been selling company stock?

Of the 108 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. ($939.26K), Wellington Management Group LLP ($823.14K), Philadelphia Financial Management of San Francisco LLC ($484.63K), Assenagon Asset Management S.A. ($420.27K), Tidal Investments LLC ($317.64K), Basswood Capital Management L.L.C. ($277.59K), and Dimensional Fund Advisors LP ($274.22K).

How much institutional selling is happening at Customers Bancorp?

Institutional investors have sold a total of 6,395,252 shares in the last 24 months. This volume of shares sold represents approximately $256.66M in transactions.



This page (NYSE:CUBI) was last updated on 1/21/2025 by MarketBeat.com Staff
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