Institutional Ownership Customers Bancorp, Inc. (CUBI)
This table provides information about the institutional ownership of Customers Bancorp, Inc. (CUBI). We have compiled data on the 282 institutions that hold shares in the stock, with a total of 31.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
237
shares
|
$15,829
0.0% of portfolio
|
Q3 2025
Reduced 16.25%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
230
shares
|
$15,361
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
228
shares
|
$15,228
0.0% of portfolio
|
Q2 2024
Added 174.7%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
208
shares
|
$13,892
0.0% of portfolio
|
Q3 2025
Added 177.33%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
200
shares
|
$13,358
0.0% of portfolio
|
Q2 2022
Reduced 78.72%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
200
shares
|
$13,358
0.0% of portfolio
|
Q4 2022
Reduced 92.59%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
198
shares
|
$13,224
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
187
shares
|
$12,489
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
162
shares
|
$10,819
0.0% of portfolio
|
Q3 2025
Added 315.38%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
123
shares
|
$8,215
0.0% of portfolio
|
Q3 2025
Added 24.24%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
115
shares
|
$7,680
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
111
shares
|
$7,413
0.0% of portfolio
|
Q3 2025
Added 516.67%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
110
shares
|
$7,346
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
106
shares
|
$7,079
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
104
shares
|
$6,946
0.0% of portfolio
|
Q3 2025
Added 22.35%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
101
shares
|
$6,745
0.0% of portfolio
|
Q2 2025
Added 119.57%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
100
shares
|
$6,679
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
100
shares
|
$6,679
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
94
shares
|
$6,278
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
90
shares
|
$6,011
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
75
shares
|
$5,009
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
63
shares
|
$4,207
0.0% of portfolio
|
Q2 2025
Added 350.0%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
50
shares
|
$3,339
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
50
shares
|
$3,339
0.0% of portfolio
|
Q3 2025
Reduced 10.71%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
48
shares
|
$3,205
0.0% of portfolio
|
Q2 2024
Reduced 39.24%
|
|