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Institutional Ownership · SEC Form 13F

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.

281
Institutional holders
32,168,074
Shares held (tracked funds)
94.1%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
WELLINGTON MANAGEMENT GROUP LLP added3,889,544$270M11.4%2026-Q1
BlackRock, Inc. trimmed3,422,477$238M10.0%2026-Q1
STATE STREET CORP added1,990,570$138M5.8%2026-Q1
DIMENSIONAL FUND ADVISORS LP added1,942,989$135M5.7%2026-Q1
Hood River Capital Management LLC added1,731,310$120M5.1%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new1,363,616$95M4.0%2026-Q1
AMERICAN CENTURY COMPANIES INC added1,105,548$77M3.2%2026-Q1
UBS Group AG added1,028,913$71M3.0%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added882,320$61M2.6%2026-Q1
Assenagon Asset Management S.A. added778,789$54M2.3%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ trimmed737,884$51M2.2%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new642,720$45M1.9%2026-Q1
Driehaus Capital Management LLC trimmed623,514$43M1.8%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added537,293$37M1.6%2026-Q1
Nuveen, LLC trimmed486,933$34M1.4%2026-Q1
Allspring Global Investments Holdings, LLC added461,956$33M1.4%2026-Q1
NORTHERN TRUST CORP added414,648$29M1.2%2026-Q1
GOLDMAN SACHS GROUP INC added414,330$29M1.2%2026-Q1
MORGAN STANLEY trimmed410,282$28M1.2%2026-Q1
EMERALD ADVISERS, LLC added343,209$24M1.0%2026-Q1
Invesco Ltd. added314,863$22M0.9%2026-Q1
Tidal Investments LLC trimmed303,642$21M0.9%2026-Q1
Aristotle Capital Boston, LLC added284,407$20M0.8%2026-Q1
Tieton Capital Management, LLC trimmed261,743$18M0.8%2026-Q1
SEI INVESTMENTS CO added254,971$18M0.7%2026-Q1
EMERALD MUTUAL FUND ADVISERS TRUST added242,313$17M0.7%2026-Q1
PRINCIPAL FINANCIAL GROUP INC trimmed240,333$17M0.7%2026-Q1
TWO SIGMA INVESTMENTS, LP added232,716$16M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new206,056$14M0.6%2026-Q1
JPMORGAN CHASE & CO trimmed210,519$14M0.6%2026-Q1
Crawford Fund Management, LLC added203,750$14M0.6%2026-Q1
Bank of New York Mellon Corp trimmed201,197$14M0.6%2026-Q1
ROYCE & ASSOCIATES LP trimmed200,122$14M0.6%2026-Q1
Gator Capital Management, LLC added191,571$13M0.6%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added179,720$12M0.5%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC added172,489$12M0.5%2026-Q1
HEARTLAND ADVISORS INC trimmed170,775$12M0.5%2026-Q1
BANK OF AMERICA CORP /DE/ added164,595$11M0.5%2026-Q1
Empowered Funds, LLC added153,602$11M0.4%2026-Q1
D. E. Shaw & Co., Inc. trimmed146,702$10M0.4%2026-Q1
Access Investment Management LLC added139,940$10M0.4%2026-Q1
FRANKLIN RESOURCES INC added137,874$10M0.4%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added136,218$9M0.4%2026-Q1
MILLENNIUM MANAGEMENT LLC added134,101$9M0.4%2026-Q1
Public Sector Pension Investment Board added132,287$9M0.4%2026-Q1
Philadelphia Financial Management of San Francisco, LLC trimmed124,100$9M0.4%2026-Q1
PRUDENTIAL FINANCIAL INC added122,711$9M0.4%2026-Q1
FEDERATED HERMES, INC. added108,994$8M0.3%2026-Q1
South Dakota Investment Council trimmed107,604$7M0.3%2026-Q1
MEEDER ASSET MANAGEMENT INC added107,099$7M0.3%2026-Q1
National Philanthropic Trust103,200$7M0.3%2026-Q1
Squarepoint Ops LLC trimmed98,315$7M0.3%2026-Q1
Thrivent Financial for Lutherans added96,216$7M0.3%2026-Q1
RAYMOND JAMES FINANCIAL INC added93,081$6M0.3%2026-Q1
RHUMBLINE ADVISERS added87,320$6M0.3%2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed85,865$6M0.3%2026-Q1
Russell Investments Group, Ltd. added81,947$6M0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed80,617$6M0.2%2026-Q1
Qube Research & Technologies Ltd added77,380$5M0.2%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH trimmed75,271$5M0.2%2026-Q1
Legal & General Group Plc trimmed71,614$5M0.2%2026-Q1
AMERIPRISE FINANCIAL INC trimmed67,917$5M0.2%2026-Q1
SG Americas Securities, LLC trimmed66,308$5M0.2%2026-Q1
Swiss National Bank64,000$4M0.2%2026-Q1
De Lisle Partners LLP63,658$4M0.2%2026-Q1
DEUTSCHE BANK AG\ added62,286$4M0.2%2026-Q1
CITADEL ADVISORS LLC trimmed61,535$4M0.2%2026-Q1
Jump Financial, LLC added61,110$4M0.2%2026-Q1
MACKENZIE FINANCIAL CORP added56,526$4M0.2%2026-Q1
CITIGROUP INC added50,608$4M0.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added48,427$3M0.1%2026-Q1
INTECH INVESTMENT MANAGEMENT LLC trimmed46,045$3M0.1%2026-Q1
Rafferty Asset Management, LLC added43,683$3M0.1%2026-Q1
Sippican Capital Advisors trimmed39,754$3M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added39,610$3M0.1%2026-Q1
CREDIT AGRICOLE S A39,559$3M0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added38,619$3M0.1%2026-Q1
Mraz, Amerine & Associates, Inc. trimmed36,633$3M0.1%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed34,607$3M0.1%2026-Q1
HRT FINANCIAL LP trimmed33,101$2M0.1%2026-Q1
WEDGE CAPITAL MANAGEMENT L L P/NC trimmed33,034$2M0.1%2026-Q1
HENNESSY ADVISORS INC trimmed33,000$2M0.1%2026-Q1
VANGUARD GROUP INC trimmed1,961,815$143M6.0%2025-Q4 stale
Anatole Investment Management Ltd new299,500$18M0.7%2025-Q2 stale
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added222,636$14M0.6%2025-Q4 stale
First Eagle Investment Management, LLC added139,293$10M0.4%2025-Q4 stale
TUDOR INVESTMENT CORP ET AL90,102$6M0.2%2025-Q4 stale
JANE STREET GROUP, LLC added86,939$6M0.2%2025-Q3 stale
SOROS FUND MANAGEMENT LLC new78,560$5M0.2%2025-Q3 stale
Brandywine Global Investment Management, LLC trimmed65,372$5M0.2%2025-Q4 stale
Informed Momentum Co LLC added57,392$4M0.2%2025-Q4 stale
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. new56,490$4M0.2%2025-Q4 stale
WOLVERINE ASSET MANAGEMENT LLC added81,034$4M0.2%2025-Q1 stale
Cubist Systematic Strategies, LLC added78,561$4M0.2%2025-Q1 stale
Burkehill Global Management, LP new60,000$4M0.2%2025-Q3 stale
Schonfeld Strategic Advisors LLC added46,869$3M0.1%2025-Q3 stale
TWO SIGMA ADVISERS, LP trimmed46,600$3M0.1%2025-Q3 stale
Trexquant Investment LP added40,635$3M0.1%2025-Q4 stale
Fortress Investment Group LLC new43,756$3M0.1%2025-Q3 stale
Weiss Asset Management LP new30,276$2M0.1%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.

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.

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