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 258 institutions that hold shares in the stock, with a total of 28.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inspire Investing, LLC
Meridian, ID |
Jul 24, 2025 Q2 2025 |
6,560
shares
|
$445,489
0.04% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Arcus Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
6,227
shares
|
$422,875
0.17% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
5,992
shares
|
$406,916
0.0% of portfolio
|
Q2 2025
Added 26.65%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,952
shares
|
$404,200
0.26% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
5,701
shares
|
$387,154
0.01% of portfolio
|
Q2 2025
Added 235.16%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Jul 23, 2025 Q2 2025 |
5,700
shares
|
$387,087
0.0% of portfolio
|
Q1 2025
Reduced 64.81%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
5,657
shares
|
$384,166
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
5,562
shares
|
$377,715
0.01% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
5,452
shares
|
$370,245
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
5,428
shares
|
$368,615
0.0% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
5,280
shares
|
$358,564
0.0% of portfolio
|
Q2 2025
Reduced 22.15%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
5,258
shares
|
$357,070
0.0% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Aug 13, 2025 Q2 2025 |
4,900
shares
|
$332,759
0.09% of portfolio
|
Q1 2025
Reduced 50.51%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,840
shares
|
$328,684
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Amundi
Paris, I0 |
Aug 13, 2025 Q2 2025 |
4,800
shares
|
$325,968
0.0% of portfolio
|
Q2 2025
Reduced 59.44%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
4,788
shares
|
$325,153
0.0% of portfolio
|
Q2 2025
Reduced 37.45%
|
|
|
Martingale Asset Management L P
Boston, MA |
Aug 11, 2025 Q2 2025 |
4,634
shares
|
$314,694
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Aug 01, 2025 Q2 2025 |
4,542
shares
|
$308,447
0.0% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
4,472
shares
|
$303,693
0.0% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
4,383
shares
|
$297,649
0.0% of portfolio
|
Q2 2025
Reduced 90.64%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
4,260
shares
|
$289,296
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
4,143
shares
|
$281,351
0.0% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
4,077
shares
|
$276,869
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
Aug 14, 2025 Q2 2025 |
4,000
shares
|
$271,640
0.09% of portfolio
|
Q3 2024
Reduced 37.5%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
3,884
shares
|
$263,762
0.0% of portfolio
|
Q2 2025
Reduced 32.49%
|