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 255 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 $1.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
346
shares
|
$22,133
0.0% of portfolio
|
Q2 2025
Added 13.44%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
310
shares
|
$19,830
0.0% of portfolio
|
Q2 2023
Added 20.62%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
286
shares
|
$18,295
0.0% of portfolio
|
Q1 2025
Added 1806.67%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
283
shares
|
$18,103
0.0% of portfolio
|
Q2 2025
Reduced 8.71%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
232
shares
|
$14,841
0.0% of portfolio
|
Q4 2024
Reduced 14.71%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
228
shares
|
$14,585
0.0% of portfolio
|
Q2 2024
Added 174.7%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
218
shares
|
$13,945
0.0% of portfolio
|
Q1 2025
Added 169.14%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
200
shares
|
$12,794
0.0% of portfolio
|
Q2 2022
Reduced 78.72%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
200
shares
|
$12,794
0.0% of portfolio
|
Q4 2022
Reduced 92.59%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
198
shares
|
$12,666
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
129
shares
|
$8,252
0.01% of portfolio
|
Q3 2024
Reduced 40.83%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
115
shares
|
$7,356
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
106
shares
|
$6,780
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
100
shares
|
$6,397
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
100
shares
|
$6,397
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
99
shares
|
$6,333
0.0% of portfolio
|
Q2 2025
Reduced 18.18%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
94
shares
|
$6,013
0.0% of portfolio
|
Q1 2025
Added 25.33%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
75
shares
|
$4,797
0.0% of portfolio
|
Q2 2024
Reduced 31.82%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
75
shares
|
$4,797
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
56
shares
|
$3,582
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
55
shares
|
$3,518
0.0% of portfolio
|
Q1 2025
Added 57.14%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
54
shares
|
$3,454
0.0% of portfolio
|
Q1 2025
Reduced 79.15%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
49
shares
|
$3,134
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
48
shares
|
$3,070
0.0% of portfolio
|
Q2 2024
Reduced 39.24%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
46
shares
|
$2,942
0.0% of portfolio
|
Q2 2024
Reduced 71.95%
|