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 253 institutions that hold shares in the stock, with a total of 29.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
37
shares
|
$1,877
0.0% of portfolio
|
Q1 2025
Reduced 55.42%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
34
shares
|
$1,725
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
31
shares
|
$1,573
0.0% of portfolio
|
Q1 2025
Reduced 86.64%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
29
shares
|
$1,471
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
27
shares
|
$1,370
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
22
shares
|
$1,116
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
20
shares
|
$1,015
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
20
shares
|
$1,015
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
19
shares
|
$964
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
18
shares
|
$913
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
16
shares
|
$812
0.0% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
14
shares
|
$710
0.0% of portfolio
|
Q1 2025
Added 250.0%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
10
shares
|
$507
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
10
shares
|
$507
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
6
shares
|
$304
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
6
shares
|
$304
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
5
shares
|
$253
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
4
shares
|
$203
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
3
shares
|
$152
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
3
shares
|
$152
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|