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.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 4,869,339 | $385M | 15.1% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 4,035,500 | $319M | 12.5% | 2026-Q2 |
| STATE STREET CORP added | 2,079,651 | $165M | 6.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 2,012,060 | $159M | 6.2% | 2026-Q2 |
| Hood River Capital Management LLC added | 1,941,996 | $154M | 6.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 1,359,670 | $108M | 4.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 1,173,042 | $93M | 3.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 910,283 | $72M | 2.8% | 2026-Q2 |
| UBS Group AG trimmed | 698,088 | $55M | 2.2% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 665,407 | $53M | 2.1% | 2026-Q2 |
| Driehaus Capital Management LLC added | 634,687 | $50M | 2.0% | 2026-Q2 |
| Assenagon Asset Management S.A. trimmed | 583,568 | $46M | 1.8% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 562,917 | $45M | 1.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 503,291 | $40M | 1.6% | 2026-Q2 |
| Nuveen, LLC added | 493,505 | $39M | 1.5% | 2026-Q2 |
| NORTHERN TRUST CORP added | 428,826 | $34M | 1.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 401,607 | $32M | 1.2% | 2026-Q2 |
| Invesco Ltd. added | 388,415 | $31M | 1.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 373,967 | $30M | 1.2% | 2026-Q2 |
| EMERALD ADVISERS, LLC trimmed | 334,660 | $26M | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 306,467 | $24M | 1.0% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 303,141 | $24M | 0.9% | 2026-Q2 |
| Tidal Investments LLC trimmed | 299,421 | $24M | 0.9% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 263,275 | $21M | 0.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 249,943 | $20M | 0.8% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 247,896 | $20M | 0.8% | 2026-Q2 |
| Aristotle Capital Boston, LLC trimmed | 242,607 | $19M | 0.8% | 2026-Q2 |
| EMERALD MUTUAL FUND ADVISERS TRUST trimmed | 240,511 | $19M | 0.7% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 222,888 | $18M | 0.7% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 222,140 | $18M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 209,318 | $17M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp added | 206,943 | $16M | 0.6% | 2026-Q2 |
| Crawford Fund Management, LLC | 203,750 | $16M | 0.6% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 198,243 | $16M | 0.6% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 194,769 | $15M | 0.6% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 170,103 | $13M | 0.5% | 2026-Q2 |
| Gator Capital Management, LLC trimmed | 161,030 | $13M | 0.5% | 2026-Q2 |
| Empowered Funds, LLC added | 158,088 | $13M | 0.5% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 157,520 | $12M | 0.5% | 2026-Q2 |
| HEARTLAND ADVISORS INC trimmed | 150,000 | $12M | 0.5% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 146,884 | $12M | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 141,686 | $11M | 0.4% | 2026-Q2 |
| Access Investment Management LLC added | 140,549 | $11M | 0.4% | 2026-Q2 |
| Squarepoint Ops LLC added | 137,530 | $11M | 0.4% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 130,169 | $10M | 0.4% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 130,021 | $10M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 115,479 | $9M | 0.4% | 2026-Q2 |
| MEEDER ASSET MANAGEMENT INC added | 112,372 | $9M | 0.3% | 2026-Q2 |
| Philadelphia Financial Management of San Francisco, LLC trimmed | 112,143 | $9M | 0.3% | 2026-Q2 |
| National Philanthropic Trust | 103,200 | $8M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 95,660 | $8M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 94,910 | $8M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 84,136 | $7M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 76,799 | $6M | 0.2% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 76,119 | $6M | 0.2% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 74,572 | $6M | 0.2% | 2026-Q2 |
| Legal & General Group Plc added | 72,107 | $6M | 0.2% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 68,011 | $5M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 65,200 | $5M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 64,319 | $5M | 0.2% | 2026-Q2 |
| De Lisle Partners LLP trimmed | 59,658 | $5M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 57,098 | $5M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 51,207 | $4M | 0.2% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 49,235 | $4M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 45,135 | $4M | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd added | 40,690 | $3M | 0.1% | 2026-Q2 |
| Militia Capital Management LLC added | 40,000 | $3M | 0.1% | 2026-Q2 |
| Sippican Capital Advisors | 39,754 | $3M | 0.1% | 2026-Q2 |
| CREDIT AGRICOLE S A | 39,559 | $3M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 39,337 | $3M | 0.1% | 2026-Q2 |
| Trexquant Investment LP trimmed | 38,756 | $3M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 38,589 | $3M | 0.1% | 2026-Q2 |
| Mraz, Amerine & Associates, Inc. trimmed | 35,967 | $3M | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 35,486 | $3M | 0.1% | 2026-Q2 |
| HENNESSY ADVISORS INC added | 35,000 | $3M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 34,706 | $3M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 33,614 | $3M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 33,292 | $3M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 33,161 | $3M | 0.1% | 2026-Q2 |
| WEDGE CAPITAL MANAGEMENT L L P/NC trimmed | 31,275 | $2M | 0.1% | 2026-Q2 |
| Rafferty Asset Management, LLC trimmed | 30,774 | $2M | 0.1% | 2026-Q2 |
| WINTON GROUP Ltd added | 29,848 | $2M | 0.1% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P added | 28,122 | $2M | 0.1% | 2026-Q2 |
| SCOTIA CAPITAL INC. new | 28,033 | $2M | 0.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 27,641 | $2M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 27,579 | $2M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 27,387 | $2M | 0.1% | 2026-Q2 |
| Integrated Quantitative Investments LLC new | 26,912 | $2M | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 26,217 | $2M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 25,173 | $2M | 0.1% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 24,634 | $2M | 0.1% | 2026-Q2 |
| Harbor Advisors LLC | 23,000 | $2M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 21,749 | $2M | 0.1% | 2026-Q2 |
| Quantbot Technologies LP added | 21,402 | $2M | 0.1% | 2026-Q2 |
| HUSSMAN STRATEGIC ADVISORS, INC. added | 21,000 | $2M | 0.1% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 20,937 | $2M | 0.1% | 2026-Q2 |
| VIRGINIA RETIREMENT SYSTEMS ET Al added | 20,450 | $2M | 0.1% | 2026-Q2 |
| Horizon Investments, LLC added | 20,045 | $2M | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,089 | $2M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 18,179 | $1M | 0.1% | 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.
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.