Who owns CUBI (CUBI)
Which tracked institutional funds hold CUBI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CUBI company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
54 tracked funds added or opened CUBI while 70 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CUBI’s largest tracked holder by dollar value, WELLINGTON MANAGEMENT GROUP LLP, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CUBI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 281 tracked filers holding CUBI, 156 increased or opened the position and 122 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CUBI between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 16
- VANGUARD CAPITAL MANAGEMENT LLC$95M
- VANGUARD PORTFOLIO MANAGEMENT LLC$45M
- VANGUARD FIDUCIARY TRUST CO$14M
- HRT FINANCIAL LP$2M
- Walleye Capital LLC$2M
- Vanguard Global Advisers, LLC$2M
Full exits 23
- VANGUARD GROUP INC$143M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$14M
- First Eagle Investment Management, LLC$10M
- TUDOR INVESTMENT CORP ET AL$6M
- Brandywine Global Investment Management, LLC$5M
- Informed Momentum Co LLC$4M
Largest adds
- UBS Group AG$51M
- Assenagon Asset Management S.A.$36M
- WELLINGTON MANAGEMENT GROUP LLP$22M
- TWO SIGMA INVESTMENTS, LP$11M
- GOLDMAN SACHS GROUP INC$9M
- Invesco Ltd.$7M
Largest trims
- BlackRock, Inc.$128M
- JPMORGAN CHASE & CO$18M
- Driehaus Capital Management LLC$13M
- PRICE T ROWE ASSOCIATES INC /MD/$13M
- MORGAN STANLEY$9M
- Nuveen, LLC$7M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP added | 3,889,544 | $270M | 11.4% | 2026-Q1 |
| BlackRock, Inc. trimmed | 3,422,477 | $238M | 10.0% | 2026-Q1 |
| STATE STREET CORP added | 1,990,570 | $138M | 5.8% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,942,989 | $135M | 5.7% | 2026-Q1 |
| Hood River Capital Management LLC added | 1,731,310 | $120M | 5.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,363,616 | $95M | 4.0% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 1,105,548 | $77M | 3.2% | 2026-Q1 |
| UBS Group AG added | 1,028,913 | $71M | 3.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 882,320 | $61M | 2.6% | 2026-Q1 |
| Assenagon Asset Management S.A. added | 778,789 | $54M | 2.3% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 737,884 | $51M | 2.2% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 642,720 | $45M | 1.9% | 2026-Q1 |
| Driehaus Capital Management LLC trimmed | 623,514 | $43M | 1.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 537,293 | $37M | 1.6% | 2026-Q1 |
| Nuveen, LLC trimmed | 486,933 | $34M | 1.4% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 461,956 | $33M | 1.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 414,648 | $29M | 1.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 414,330 | $29M | 1.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 410,282 | $28M | 1.2% | 2026-Q1 |
| EMERALD ADVISERS, LLC added | 343,209 | $24M | 1.0% | 2026-Q1 |
| Invesco Ltd. added | 314,863 | $22M | 0.9% | 2026-Q1 |
| Tidal Investments LLC trimmed | 303,642 | $21M | 0.9% | 2026-Q1 |
| Aristotle Capital Boston, LLC added | 284,407 | $20M | 0.8% | 2026-Q1 |
| Tieton Capital Management, LLC trimmed | 261,743 | $18M | 0.8% | 2026-Q1 |
| SEI INVESTMENTS CO added | 254,971 | $18M | 0.7% | 2026-Q1 |
| EMERALD MUTUAL FUND ADVISERS TRUST added | 242,313 | $17M | 0.7% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 240,333 | $17M | 0.7% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 232,716 | $16M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 206,056 | $14M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 210,519 | $14M | 0.6% | 2026-Q1 |
| Crawford Fund Management, LLC added | 203,750 | $14M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 201,197 | $14M | 0.6% | 2026-Q1 |
| ROYCE & ASSOCIATES LP trimmed | 200,122 | $14M | 0.6% | 2026-Q1 |
| Gator Capital Management, LLC added | 191,571 | $13M | 0.6% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 179,720 | $12M | 0.5% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 172,489 | $12M | 0.5% | 2026-Q1 |
| HEARTLAND ADVISORS INC trimmed | 170,775 | $12M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 164,595 | $11M | 0.5% | 2026-Q1 |
| Empowered Funds, LLC added | 153,602 | $11M | 0.4% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 146,702 | $10M | 0.4% | 2026-Q1 |
| Access Investment Management LLC added | 139,940 | $10M | 0.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 137,874 | $10M | 0.4% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 136,218 | $9M | 0.4% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 134,101 | $9M | 0.4% | 2026-Q1 |
| Public Sector Pension Investment Board added | 132,287 | $9M | 0.4% | 2026-Q1 |
| Philadelphia Financial Management of San Francisco, LLC trimmed | 124,100 | $9M | 0.4% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 122,711 | $9M | 0.4% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 108,994 | $8M | 0.3% | 2026-Q1 |
| South Dakota Investment Council trimmed | 107,604 | $7M | 0.3% | 2026-Q1 |
| MEEDER ASSET MANAGEMENT INC added | 107,099 | $7M | 0.3% | 2026-Q1 |
| National Philanthropic Trust | 103,200 | $7M | 0.3% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 98,315 | $7M | 0.3% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 96,216 | $7M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 93,081 | $6M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 87,320 | $6M | 0.3% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 85,865 | $6M | 0.3% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 81,947 | $6M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 80,617 | $6M | 0.2% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 77,380 | $5M | 0.2% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 75,271 | $5M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 71,614 | $5M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 67,917 | $5M | 0.2% | 2026-Q1 |
| SG Americas Securities, LLC trimmed | 66,308 | $5M | 0.2% | 2026-Q1 |
| Swiss National Bank | 64,000 | $4M | 0.2% | 2026-Q1 |
| De Lisle Partners LLP | 63,658 | $4M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 62,286 | $4M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 61,535 | $4M | 0.2% | 2026-Q1 |
| Jump Financial, LLC added | 61,110 | $4M | 0.2% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 56,526 | $4M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 50,608 | $4M | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 48,427 | $3M | 0.1% | 2026-Q1 |
| INTECH INVESTMENT MANAGEMENT LLC trimmed | 46,045 | $3M | 0.1% | 2026-Q1 |
| Rafferty Asset Management, LLC added | 43,683 | $3M | 0.1% | 2026-Q1 |
| Sippican Capital Advisors trimmed | 39,754 | $3M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 39,610 | $3M | 0.1% | 2026-Q1 |
| CREDIT AGRICOLE S A | 39,559 | $3M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 38,619 | $3M | 0.1% | 2026-Q1 |
| Mraz, Amerine & Associates, Inc. trimmed | 36,633 | $3M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 34,607 | $3M | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 33,101 | $2M | 0.1% | 2026-Q1 |
| WEDGE CAPITAL MANAGEMENT L L P/NC trimmed | 33,034 | $2M | 0.1% | 2026-Q1 |
| HENNESSY ADVISORS INC trimmed | 33,000 | $2M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 1,961,815 | $143M | 6.0% | 2025-Q4 stale |
| Anatole Investment Management Ltd new | 299,500 | $18M | 0.7% | 2025-Q2 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 222,636 | $14M | 0.6% | 2025-Q4 stale |
| First Eagle Investment Management, LLC added | 139,293 | $10M | 0.4% | 2025-Q4 stale |
| TUDOR INVESTMENT CORP ET AL | 90,102 | $6M | 0.2% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 86,939 | $6M | 0.2% | 2025-Q3 stale |
| SOROS FUND MANAGEMENT LLC new | 78,560 | $5M | 0.2% | 2025-Q3 stale |
| Brandywine Global Investment Management, LLC trimmed | 65,372 | $5M | 0.2% | 2025-Q4 stale |
| Informed Momentum Co LLC added | 57,392 | $4M | 0.2% | 2025-Q4 stale |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. new | 56,490 | $4M | 0.2% | 2025-Q4 stale |
| WOLVERINE ASSET MANAGEMENT LLC added | 81,034 | $4M | 0.2% | 2025-Q1 stale |
| Cubist Systematic Strategies, LLC added | 78,561 | $4M | 0.2% | 2025-Q1 stale |
| Burkehill Global Management, LP new | 60,000 | $4M | 0.2% | 2025-Q3 stale |
| Schonfeld Strategic Advisors LLC added | 46,869 | $3M | 0.1% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP trimmed | 46,600 | $3M | 0.1% | 2025-Q3 stale |
| Trexquant Investment LP added | 40,635 | $3M | 0.1% | 2025-Q4 stale |
| Fortress Investment Group LLC new | 43,756 | $3M | 0.1% | 2025-Q3 stale |
| Weiss Asset Management LP new | 30,276 | $2M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.