Skip to main content
Institutional Ownership · SEC Form 13F

Who owns Customers Bancorp (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-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

273
Institutional holders
33M
Shares held (tracked funds)
96.7%
Of shares outstanding

How the tape is positioned

91 tracked funds added or opened CUBI while 42 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes CUBI more heavily than its largest holder by dollar value does.

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 2026-Q1 and 2026-Q2, across 273 tracked filers holding CUBI, 150 increased or opened the position and 127 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.

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 2026-Q1 and 2026-Q2 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 13

  • Trexquant Investment LP$3M
  • SCOTIA CAPITAL INC.$2M
  • Integrated Quantitative Investments LLC$2M
  • HUSSMAN STRATEGIC ADVISORS, INC.$2M
  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$2M
  • Mitsubishi UFJ Trust & Banking Corp$1M

Full exits 22

  • Tieton Capital Management, LLC$18M
  • South Dakota Investment Council$7M
  • Thrivent Financial for Lutherans$7M
  • SG Americas Securities, LLC$5M
  • HRT FINANCIAL LP$2M
  • Walleye Capital LLC$2M

Largest adds

  • BlackRock, Inc.$148M
  • WELLINGTON MANAGEMENT GROUP LLP$49M
  • Hood River Capital Management LLC$33M
  • STATE STREET CORP$26M
  • DIMENSIONAL FUND ADVISORS LP$24M
  • AMERICAN CENTURY COMPANIES INC$16M

Largest trims

  • PRICE T ROWE ASSOCIATES INC /MD/$22M
  • UBS Group AG$16M
  • Assenagon Asset Management S.A.$8M
  • MILLENNIUM MANAGEMENT LLC$7M
  • GOLDMAN SACHS GROUP INC$5M
  • Jump Financial, LLC$3M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added4,869,339$385M15.1%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP added4,035,500$319M12.5%2026-Q2
STATE STREET CORP added2,079,651$165M6.5%2026-Q2
DIMENSIONAL FUND ADVISORS LP added2,012,060$159M6.2%2026-Q2
Hood River Capital Management LLC added1,941,996$154M6.0%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC trimmed1,359,670$108M4.2%2026-Q2
AMERICAN CENTURY COMPANIES INC added1,173,042$93M3.6%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added910,283$72M2.8%2026-Q2
UBS Group AG trimmed698,088$55M2.2%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added665,407$53M2.1%2026-Q2
Driehaus Capital Management LLC added634,687$50M2.0%2026-Q2
Assenagon Asset Management S.A. trimmed583,568$46M1.8%2026-Q2
Allspring Global Investments Holdings, LLC added562,917$45M1.8%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed503,291$40M1.6%2026-Q2
Nuveen, LLC added493,505$39M1.5%2026-Q2
NORTHERN TRUST CORP added428,826$34M1.3%2026-Q2
MORGAN STANLEY trimmed401,607$32M1.2%2026-Q2
Invesco Ltd. added388,415$31M1.2%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ trimmed373,967$30M1.2%2026-Q2
EMERALD ADVISERS, LLC trimmed334,660$26M1.0%2026-Q2
GOLDMAN SACHS GROUP INC trimmed306,467$24M1.0%2026-Q2
TWO SIGMA INVESTMENTS, LP added303,141$24M0.9%2026-Q2
Tidal Investments LLC trimmed299,421$24M0.9%2026-Q2
BRIDGEWAY CAPITAL MANAGEMENT, LLC added263,275$21M0.8%2026-Q2
JPMORGAN CHASE & CO added249,943$20M0.8%2026-Q2
PRINCIPAL FINANCIAL GROUP INC added247,896$20M0.8%2026-Q2
Aristotle Capital Boston, LLC trimmed242,607$19M0.8%2026-Q2
EMERALD MUTUAL FUND ADVISERS TRUST trimmed240,511$19M0.7%2026-Q2
ROYCE & ASSOCIATES LP added222,888$18M0.7%2026-Q2
D. E. Shaw & Co., Inc. added222,140$18M0.7%2026-Q2
VANGUARD FIDUCIARY TRUST CO added209,318$17M0.7%2026-Q2
Bank of New York Mellon Corp added206,943$16M0.6%2026-Q2
Crawford Fund Management, LLC203,750$16M0.6%2026-Q2
Qube Research & Technologies Ltd added198,243$16M0.6%2026-Q2
SEI INVESTMENTS CO trimmed194,769$15M0.6%2026-Q2
FEDERATED HERMES, INC. added170,103$13M0.5%2026-Q2
Gator Capital Management, LLC trimmed161,030$13M0.5%2026-Q2
Empowered Funds, LLC added158,088$13M0.5%2026-Q2
RENAISSANCE TECHNOLOGIES LLC trimmed157,520$12M0.5%2026-Q2
HEARTLAND ADVISORS INC trimmed150,000$12M0.5%2026-Q2
FRANKLIN RESOURCES INC added146,884$12M0.5%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed141,686$11M0.4%2026-Q2
Access Investment Management LLC added140,549$11M0.4%2026-Q2
Squarepoint Ops LLC added137,530$11M0.4%2026-Q2
Public Sector Pension Investment Board trimmed130,169$10M0.4%2026-Q2
VICTORY CAPITAL MANAGEMENT INC trimmed130,021$10M0.4%2026-Q2
RAYMOND JAMES FINANCIAL INC added115,479$9M0.4%2026-Q2
MEEDER ASSET MANAGEMENT INC added112,372$9M0.3%2026-Q2
Philadelphia Financial Management of San Francisco, LLC trimmed112,143$9M0.3%2026-Q2
National Philanthropic Trust103,200$8M0.3%2026-Q2
Russell Investments Group, Ltd. added95,660$8M0.3%2026-Q2
CITADEL ADVISORS LLC added94,910$8M0.3%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added84,136$7M0.3%2026-Q2
RHUMBLINE ADVISERS trimmed76,799$6M0.2%2026-Q2
Universal- Beteiligungs- und Servicegesellschaft mbH added76,119$6M0.2%2026-Q2
MACKENZIE FINANCIAL CORP added74,572$6M0.2%2026-Q2
Legal & General Group Plc added72,107$6M0.2%2026-Q2
PRUDENTIAL FINANCIAL INC trimmed68,011$5M0.2%2026-Q2
Swiss National Bank added65,200$5M0.2%2026-Q2
AMERIPRISE FINANCIAL INC trimmed64,319$5M0.2%2026-Q2
De Lisle Partners LLP trimmed59,658$5M0.2%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added57,098$5M0.2%2026-Q2
CITIGROUP INC added51,207$4M0.2%2026-Q2
VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed49,235$4M0.2%2026-Q2
FIRST TRUST ADVISORS LP added45,135$4M0.1%2026-Q2
Y-Intercept (Hong Kong) Ltd added40,690$3M0.1%2026-Q2
Militia Capital Management LLC added40,000$3M0.1%2026-Q2
Sippican Capital Advisors39,754$3M0.1%2026-Q2
CREDIT AGRICOLE S A39,559$3M0.1%2026-Q2
ALLIANCEBERNSTEIN L.P. added39,337$3M0.1%2026-Q2
Trexquant Investment LP trimmed38,756$3M0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed38,589$3M0.1%2026-Q2
Mraz, Amerine & Associates, Inc. trimmed35,967$3M0.1%2026-Q2
MILLENNIUM MANAGEMENT LLC trimmed35,486$3M0.1%2026-Q2
HENNESSY ADVISORS INC added35,000$3M0.1%2026-Q2
XTX Topco Ltd added34,706$3M0.1%2026-Q2
AQR CAPITAL MANAGEMENT LLC added33,614$3M0.1%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added33,292$3M0.1%2026-Q2
DEUTSCHE BANK AG\ trimmed33,161$3M0.1%2026-Q2
WEDGE CAPITAL MANAGEMENT L L P/NC trimmed31,275$2M0.1%2026-Q2
Rafferty Asset Management, LLC trimmed30,774$2M0.1%2026-Q2
WINTON GROUP Ltd added29,848$2M0.1%2026-Q2
MARTINGALE ASSET MANAGEMENT L P added28,122$2M0.1%2026-Q2
SCOTIA CAPITAL INC. new28,033$2M0.1%2026-Q2
VOYA INVESTMENT MANAGEMENT LLC added27,641$2M0.1%2026-Q2
Quantinno Capital Management LP added27,579$2M0.1%2026-Q2
WELLS FARGO & COMPANY/MN added27,387$2M0.1%2026-Q2
Integrated Quantitative Investments LLC new26,912$2M0.1%2026-Q2
Vanguard Global Advisers, LLC trimmed26,217$2M0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added25,173$2M0.1%2026-Q2
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added24,634$2M0.1%2026-Q2
Harbor Advisors LLC23,000$2M0.1%2026-Q2
STATE OF WISCONSIN INVESTMENT BOARD added21,749$2M0.1%2026-Q2
Quantbot Technologies LP added21,402$2M0.1%2026-Q2
HUSSMAN STRATEGIC ADVISORS, INC. added21,000$2M0.1%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added20,937$2M0.1%2026-Q2
VIRGINIA RETIREMENT SYSTEMS ET Al added20,450$2M0.1%2026-Q2
Horizon Investments, LLC added20,045$2M0.1%2026-Q2
Zurcher Kantonalbank (Zurich Cantonalbank)19,089$2M0.1%2026-Q2
MetLife Investment Management, LLC added18,179$1M0.1%2026-Q2

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.

HoldersTotal shares

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.

Learn how to read institutional ownership