CUSTOMERS BANCORP INC (CUBI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
271
Reporting holders
$2.7B
Reported value
100.1%
Of shares outstanding
0.1%
Held as options
+14
Holder change
Institutions report 33,816,335 shares against 33,783,799 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $385.2M | 4,869,339 | 0.01% | 8q | -2.5%-$9.7M |
| WELLINGTON MANAGEMENT GROUP LLP | $319.2M | 4,035,500 | 0.06% | 13q | +3.8%+$11.5M |
| STATE STREET CORP | $164.5M | 2,079,651 | 0.00% | 31q | +4.5%+$7.0M |
| DIMENSIONAL FUND ADVISORS LP | $159.2M | 2,012,060 | 0.03% | 31q | +3.6%+$5.5M |
| Hood River Capital Management LLC | $153.6M | 1,941,996 | 1.11% | 11q | +12.2%+$16.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $107.5M | 1,359,670 | 0.00% | 2q | HELD |
| AMERICAN CENTURY COMPANIES INC | $92.8M | 1,173,042 | 0.04% | 26q | +6.1%+$5.3M |
| Assenagon Asset Management S.A. | $92.3M | 1,167,136 | 0.06% | 18q | +49.9%+$30.7M |
| GEODE CAPITAL MANAGEMENT, LLC | $72.0M | 910,283 | 0.00% | 31q | +3.2%+$2.2M |
| UBS Group AG | $55.2M | 698,088 | 0.01% | 31q | -32.2%-$26.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $52.6M | 665,407 | 0.00% | 2q | +3.5%+$1.8M |
| Driehaus Capital Management LLC | $50.2M | 634,687 | 0.29% | 4q | +1.8%+$883.8K |
| Allspring Global Investments Holdings, LLC | $45.0M | 562,917 | 0.07% | 19q | +21.9%+$8.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $39.8M | 503,291 | 0.01% | 31q | -6.3%-$2.7M |
| Sixth Street Partners Management Company, L.P. | $39.8M | 503,291 | 0.01% | new | NEW |
| Nuveen, LLC | $39.0M | 493,505 | 0.01% | 6q | +1.3%+$519.8K |
| NORTHERN TRUST CORP | $33.9M | 428,826 | 0.00% | 31q | +3.4%+$1.1M |
| MORGAN STANLEY | $31.8M | 401,607 | 0.00% | 35q | -2.1%-$686.2K |
| Invesco Ltd. | $30.7M | 388,415 | 0.00% | 31q | +13.1%+$3.6M |
| EMERALD ADVISERS, LLC | $26.5M | 334,660 | 0.62% | 4q | -2.5%-$676.2K |
| GOLDMAN SACHS GROUP INC | $24.2M | 306,467 | 0.00% | 31q | -26.0%-$8.5M |
| TWO SIGMA INVESTMENTS, LP | $24.0M | 303,141 | 0.02% | 9q | +30.3%+$5.6M |
| Tidal Investments LLC | $23.7M | 299,421 | 0.04% | 19q | -1.4%-$333.9K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $20.8M | 263,275 | 0.37% | 5q | +52.6%+$7.2M |
| Public Sector Pension Investment Board | $20.6M | 260,338 | 0.03% | 31q | +96.8%+$10.1M |
| JPMORGAN CHASE & CO | $19.9M | 249,943 | 0.00% | 31q | +18.7%+$3.1M |
| PRINCIPAL FINANCIAL GROUP INC | $19.6M | 247,896 | 0.01% | 31q | +3.1%+$598.2K |
| Aristotle Capital Boston, LLC | $19.2M | 242,607 | 1.29% | 32q | -14.7%-$3.3M |
| EMERALD MUTUAL FUND ADVISERS TRUST | $19.0M | 240,511 | 0.67% | 4q | -0.7%-$142.5K |
| ROYCE & ASSOCIATES LP | $17.6M | 222,888 | 0.14% | 31q | +11.4%+$1.8M |
| D. E. Shaw & Co., Inc. | $17.6M | 222,140 | 0.01% | 17q | +51.4%+$6.0M |
| VANGUARD FIDUCIARY TRUST CO | $16.6M | 209,318 | 0.00% | 2q | +1.6%+$258.0K |
| Bank of New York Mellon Corp | $16.4M | 206,943 | 0.00% | 31q | +2.9%+$454.5K |
| Crawford Fund Management, LLC | $16.1M | 203,750 | 2.47% | 3q | HELD |
| Qube Research & Technologies Ltd | $15.7M | 198,243 | 0.01% | 4q | +156.2%+$9.6M |
| SEI INVESTMENTS CO | $15.4M | 194,769 | 0.01% | 31q | -23.6%-$4.8M |
| FEDERATED HERMES, INC. | $13.5M | 170,103 | 0.02% | 22q | +56.1%+$4.8M |
| Gator Capital Management, LLC | $12.7M | 161,030 | 2.67% | 10q | -15.9%-$2.4M |
| Empowered Funds, LLC | $12.5M | 158,088 | 0.07% | 5q | +2.9%+$354.8K |
| RENAISSANCE TECHNOLOGIES LLC | $12.5M | 157,520 | 0.02% | 10q | -12.4%-$1.8M |
| HEARTLAND ADVISORS INC | $11.9M | 150,000 | 0.53% | 7q | -12.2%-$1.6M |
| FRANKLIN RESOURCES INC | $11.6M | 146,884 | 0.00% | 13q | +6.5%+$712.7K |
| BANK OF AMERICA CORP /DE/ | $11.2M | 141,686 | 0.00% | 31q | -13.9%-$1.8M |
| Access Investment Management LLC | $11.1M | 140,549 | 2.85% | 10q | HELD |
| Squarepoint Ops LLC | $10.9M | 137,530 | 0.01% | 11q | +39.9%+$3.1M |
| VICTORY CAPITAL MANAGEMENT INC | $10.3M | 130,021 | 0.01% | 12q | -4.5%-$490.2K |
| RAYMOND JAMES FINANCIAL INC | $9.1M | 115,479 | 0.00% | 7q | +24.1%+$1.8M |
| MEEDER ASSET MANAGEMENT INC | $8.9M | 112,372 | 0.45% | 5q | +4.9%+$417.1K |
| Philadelphia Financial Management of San Francisco, LLC | $8.9M | 112,143 | 1.79% | 5q | -9.6%-$945.8K |
| National Philanthropic Trust | $8.2M | 103,200 | 0.12% | 10q | HELD |
| CITADEL ADVISORS LLC | $7.8M | 94,910 | 0.00% | 27q | +54.2%+$2.7M |
| Russell Investments Group, Ltd. | $7.6M | 95,660 | 0.01% | 31q | +16.7%+$1.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $6.7M | 84,136 | 0.00% | 31q | +4.4%+$278.4K |
| RHUMBLINE ADVISERS | $6.1M | 76,799 | 0.00% | 31q | -12.0%-$832.2K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $6.0M | 76,119 | 0.01% | 4q | +1.1%+$67.1K |
| MACKENZIE FINANCIAL CORP | $5.9M | 74,572 | 0.01% | 6q | +31.9%+$1.4M |
| Legal & General Group Plc | $5.7M | 72,107 | 0.00% | 31q | +0.7%+$39.0K |
| PRUDENTIAL FINANCIAL INC | $5.4M | 68,011 | 0.01% | 31q | -44.6%-$4.3M |
| Swiss National Bank | $5.2M | 65,200 | 0.00% | 31q | +1.9%+$94.9K |
| AMERIPRISE FINANCIAL INC | $5.1M | 64,319 | 0.00% | 31q | -52.6%-$5.7M |
| De Lisle Partners LLP | $4.7M | 59,658 | 0.52% | 10q | -6.3%-$316.5K |
| ENVESTNET ASSET MANAGEMENT INC | $4.5M | 57,098 | 0.00% | 13q | +17.9%+$685.9K |
| CITIGROUP INC | $4.1M | 51,207 | 0.00% | 31q | +1.2%+$47.4K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $3.9M | 49,235 | 0.02% | 16q | -42.7%-$2.9M |
| FIRST TRUST ADVISORS LP | $3.6M | 45,135 | 0.00% | 12q | +90.8%+$1.7M |
| Y-Intercept (Hong Kong) Ltd | $3.2M | 40,690 | 0.06% | 5q | +300.6%+$2.4M |
| Militia Capital Management LLC | $3.2M | 40,000 | 0.09% | 2q | +60.4%+$1.2M |
| Sippican Capital Advisors | $3.1M | 39,754 | 1.92% | 9q | HELD |
| CREDIT AGRICOLE S A | $3.1M | 39,559 | 0.01% | 7q | HELD |
| Trexquant Investment LP | $3.1M | 38,756 | 0.02% | new | NEW |
| Mraz, Amerine & Associates, Inc. | $2.8M | 35,967 | 0.41% | 28q | -1.8%-$52.7K |
| MILLENNIUM MANAGEMENT LLC | $2.8M | 35,486 | 0.00% | 21q | -73.5%-$7.8M |
| HENNESSY ADVISORS INC | $2.8M | 35,000 | 0.09% | 7q | +6.1%+$158.2K |
| XTX Topco Ltd | $2.7M | 34,706 | 0.04% | 3q | +11.1%+$275.1K |
| ALLIANCEBERNSTEIN L.P. | $2.7M | 39,337 | 0.00% | 31q | +13.7%+$328.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.7M | 8,292 | 0.00% | 25q | -78.5%-$9.9M |
| AQR CAPITAL MANAGEMENT LLC | $2.7M | 33,614 | 0.00% | 31q | +21.6%+$471.8K |
| BNP PARIBAS FINANCIAL MARKETS | $2.6M | 33,292 | 0.00% | 31q | +102.4%+$1.3M |
| DEUTSCHE BANK AG\ | $2.6M | 33,161 | 0.00% | 34q | -46.8%-$2.3M |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $2.5M | 31,275 | 0.04% | 9q | -5.3%-$139.1K |
| Rafferty Asset Management, LLC | $2.4M | 30,774 | 0.01% | 22q | -29.6%-$1.0M |
| WINTON GROUP Ltd | $2.4M | 29,848 | 0.08% | 12q | +43.7%+$717.7K |
| MARTINGALE ASSET MANAGEMENT L P | $2.2M | 28,122 | 0.05% | 2q | +13.7%+$268.3K |
| SCOTIA CAPITAL INC. | $2.2M | 28,033 | 0.01% | new | NEW |
| VOYA INVESTMENT MANAGEMENT LLC | $2.2M | 27,641 | 0.00% | 31q | +24.2%+$425.6K |
| Quantinno Capital Management LP | $2.2M | 27,579 | 0.00% | 6q | +35.3%+$568.9K |
| WELLS FARGO & COMPANY/MN | $2.2M | 27,387 | 0.00% | 31q | +4.5%+$94.2K |
| Integrated Quantitative Investments LLC | $2.1M | 26,912 | 0.35% | new | NEW |
| Vanguard Global Advisers, LLC | $2.1M | 26,217 | 0.00% | 2q | -3.0%-$63.1K |
| Louisiana State Employees Retirement System | $2.1M | 27,900 | 0.02% | 24q | +97.9%+$1.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | $2.0M | 25,173 | 0.00% | 2q | +14.9%+$257.5K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $1.9M | 24,634 | 0.04% | 9q | +13.5%+$231.4K |
| Harbor Advisors LLC | $1.8M | 23,000 | 0.23% | 13q | HELD |
| STATE OF WISCONSIN INVESTMENT BOARD | $1.7M | 21,749 | 0.00% | 4q | +217.8%+$1.2M |
| Quantbot Technologies LP | $1.7M | 21,402 | 0.07% | 17q | +7.8%+$122.0K |
| HUSSMAN STRATEGIC ADVISORS, INC. | $1.7M | 21,000 | 0.38% | new | NEW |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.7M | 20,937 | 0.00% | new | NEW |
| Horizon Investments, LLC | $1.6M | 20,045 | 0.02% | 2q | +69.0%+$647.4K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $1.5M | 19,089 | 0.00% | 31q | HELD |
| MetLife Investment Management, LLC | $1.4M | 18,179 | 0.01% | 32q | +1.9%+$26.6K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-13 | 13G/A | Wellington Management Group LLPwith 3 co-filers | 11.9% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 271 | $2.7B | 33,816,335 | 39 | 110 | 69 | 0.1% |
| Q1 2026 | 257 | $2.3B | 32,387,725 | 28 | 109 | 62 | 0.2% |
| Q4 2025 | 258 | $2.2B | 30,382,498 | 41 | 90 | 86 | 0.1% |
| Q3 2025 | 239 | $2.0B | 30,719,588 | 44 | 94 | 58 | 0.1% |
| Q2 2025 | 213 | $1.6B | 27,523,939 | 31 | 60 | 70 | 0.4% |
| Q1 2025 | 211 | $1.4B | 27,551,229 | 28 | 71 | 70 | 0.4% |
| Q4 2024 | 213 | $1.3B | 26,775,068 | 28 | 60 | 75 | 0.7% |
| Q3 2024 | 213 | $1.3B | 27,819,204 | 37 | 75 | 55 | 0.8% |
| Q2 2024 | 196 | $1.3B | 28,062,779 | 20 | 72 | 60 | 0.3% |
| Q1 2024 | 210 | $1.5B | 28,093,991 | 23 | 70 | 74 | 1.6% |
| Q4 2023 | 220 | $1.6B | 27,330,576 | 47 | 55 | 73 | 0.4% |
| Q3 2023 | 180 | $845.6M | 24,324,490 | 32 | 45 | 66 | 1.2% |
| Q2 2023 | 161 | $727.6M | 23,880,236 | 35 | 46 | 53 | 1.4% |
| Q1 2023 | 138 | $433.9M | 23,166,074 | 15 | 59 | 43 | 1.3% |
| Q4 2022 | 155 | $562.3M | 19,803,691 | 18 | 58 | 47 | 0.4% |
| Q3 2022 | 198 | $813.4M | 27,504,725 | 23 | 67 | 62 | 0.3% |
| Q2 2022 | 207 | $958.2M | 27,822,652 | 28 | 78 | 64 | 1.5% |
| Q1 2022 | 226 | $1.5B | 28,512,668 | 30 | 68 | 90 | 0.6% |
| Q4 2021 | 221 | $1.8B | 27,886,738 | 32 | 55 | 97 | 0.8% |
| Q3 2021 | 206 | $1.1B | 26,098,112 | 24 | 52 | 81 | 0.4% |
| Q2 2021 | 196 | $1.0B | 25,900,489 | 35 | 62 | 58 | 0.2% |
| Q1 2021 | 175 | $779.0M | 24,420,074 | 39 | 51 | 61 | 0.3% |
| Q4 2020 | 149 | $432.0M | 23,651,594 | 21 | 44 | 49 | 0.1% |
| Q3 2020 | 138 | $267.2M | 23,841,962 | 11 | 39 | 52 | 0.0% |
| Q2 2020 | 147 | $300.3M | 25,004,230 | 21 | 60 | 36 | 0.0% |
| Q1 2020 | 137 | $278.2M | 25,432,406 | 12 | 60 | 40 | 0.0% |
| Q4 2019 | 155 | $619.9M | 26,034,581 | 24 | 50 | 46 | 0.0% |
| Q3 2019 | 148 | $519.9M | 25,042,218 | 12 | 53 | 42 | 0.1% |
| Q2 2019 | 150 | $530.0M | 25,113,577 | 16 | 47 | 43 | 0.5% |
| Q1 2019 | 153 | $471.2M | 25,632,461 | 14 | 53 | 47 | 0.0% |
| Q4 2018 | 160 | $456.3M | 25,004,717 | 5 | 3 | 2 | 0.1% |