Customers BancorpCUBI

13F holders, Q2 2024 (June 30)
224holders −17
23new positions
42sold out
5famous investors
$47.99avg. 13F price*

At the end of Q2 2024, 224 institutions reported holding Customers Bancorp Inc. (CUBI) in their 13F filings, down 17 from Q1 2024. 23 opened new positions and 42 sold out. The largest holders were BlackRock Inc. ($219.6M), Wellington Management Group LLP ($154.6M) and Dimensional Fund Advisors LP ($107.6M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Customers Bancorp Inc.
CUSIP
23204G100
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 241Q1 2024Q2 2024: 224Q2 2024Q3 2024: 240Q3 2024Q4 2024: 238Q4 2024Q1 2025: 238Q1 2025Q2 2025: 240Q2 2025Q3 2025: 265Q3 2025Q4 2025: 284Q4 2025Q1 2026: 282Q1 2026Q2 2026: 298Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions23$21.9M
Exits42$54.2M

All 13F filers, Q1 2024 → Q2 2024: 3,303,946 shares bought and 2,085,548 shares sold, net +1,218,398 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 224 holders

BlackRock Inc. 0.01% Add +0.1% 4,576,399 $219.6M
Wellington Management Group LLP 0.03% Add +57.3% 3,222,906 $154.6M
Dimensional Fund Advisors LP 0.03% Add +1.0% 2,242,121 $107.6M
Vanguard Group Inc. 0.00% Add +1.5% 2,219,118 $106.5M
State Street Corp. 0.00% Add +2.6% 1,611,994 $77.3M
American Century Companies Inc. 0.02% Add +14.6% 686,825 $33.0M
Geode Capital Management, LLC 0.00% Add +6.5% 669,189 $32.1M
Hood River Capital Management LLC 0.55% Add +94.3% 549,063 $26.3M
Morgan Stanley 0.00% Reduce -11.3% 533,403 $25.6M
Nuveen Asset Management, LLC 0.01% Reduce -9.2% 520,951 $25.0M
Charles Schwab Investment Management Inc. 0.00% Add +20.5% 497,469 $23.9M
Philadelphia Financial Management of San Francisco, LLC 5.48% Add +64.3% 491,241 $23.6M
Driehaus Capital Management LLC 0.22% Reduce -22.2% 468,456 $22.5M
JPMorgan Chase & Co. 0.00% Reduce -30.1% 444,540 $21.3M
Aristotle Capital Boston, LLC 0.64% Reduce -1.4% 396,803 $19.0M
Invesco Ltd. 0.00% Reduce -3.8% 334,490 $16.0M
LSV Asset Management 0.03% Reduce -1.0% 323,800 $15.5M
Northern Trust Corp. 0.00% Add +0.9% 309,674 $14.9M
Royce & Associates LP 0.13% Add +10.9% 287,575 $13.8M
Access Investment Management LLC 4.39% Add +0.1% 281,425 $13.5M
Great Lakes Advisors, LLC 0.12% Reduce -9.7% 275,913 $13.2M
Bank of New York Mellon Corp 0.00% Add +0.3% 261,907 $12.6M
Assenagon Asset Management S.A. 0.03% Add +252.1% 253,954 $12.2M
Jacobs Levy Equity Management, Inc. 0.05% Reduce -29.2% 253,665 $12.2M
Goldman Sachs Group Inc. 0.00% Add +4.7% 245,996 $11.8M
Tieton Capital Management, LLC 6.31% Reduce -1.3% 236,953 $11.4M
Allspring Global Investments Holdings, LLC 0.02% Reduce -12.4% 229,281 $11.0M
Ameriprise Financial Inc. 0.00% Reduce -30.9% 187,828 $9.0M
Tidal Investments LLC 0.12% Reduce -5.6% 186,193 $8.9M
Prudential Financial Inc. 0.01% Add +20.1% 181,898 $8.7M
Principal Financial Group Inc. 0.01% Reduce -1.0% 175,540 $8.4M
Citadel Advisors 0.01% Add +95.1% 169,920 $8.2M
Peregrine Capital Management LLC 0.22% New 160,279 $7.7M
Kennedy Capital Management LLC 0.16% Add +1.6% 151,686 $7.3M
D. E. Shaw & Co. 0.01% Reduce -16.3% 142,374 $6.8M
Federated Hermes, Inc. 0.02% Add +0.5% 140,698 $6.8M
Sei Investments Co. 0.01% Add +53.1% 132,048 $6.3M
Bank of America Corp. 0.00% Reduce -9.7% 128,782 $6.2M
Deutsche Bank AG 0.00% Add +14.8% 127,038 $6.1M
Crawford Fund Management, LLC 4.64% Add +4.5% 122,024 $5.9M
Gator Capital Management, LLC 2.75% Add +2.7% 113,100 $5.4M
Voloridge Investment Management, LLC 0.02% Add +62.8% 108,437 $5.2M
Qube Research & Technologies Ltd 0.01% Add +75.9% 105,358 $5.1M
South Dakota Investment Council 0.10% New 104,180 $5.0M
National Philanthropic Trust 0.09% No change 103,200 $5.0M
Alliancebernstein L.P. 0.00% Add +18.9% 100,717 $4.8M
Bridgeway Capital Management, LLC 0.11% Add +1.5% 100,159 $4.8M
Rafferty Asset Management, LLC 0.02% Add +39.6% 99,777 $4.8M
Citigroup Inc. 0.00% Add +10.4% 92,435 $4.4M
Rhumbline Advisers 0.00% Add +3.9% 87,248 $4.2M
Squarepoint Ops LLC 0.02% Add +392.6% 83,697 $4.0M
Algert Global LLC 0.13% Add +2.9% 83,312 $4.0M
Legal & General Group Plc 0.00% Add +1.3% 82,373 $4.0M
Brandywine Global Investment Management, LLC 0.03% Reduce -4.6% 81,596 $3.9M
Russell Investments Group, Ltd. 0.01% Reduce -19.1% 80,069 $3.8M
Thrivent Financial for Lutherans 0.01% Add +26.6% 71,473 $3.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +56.3% 65,912 $3.2M
Hussman Strategic Advisors, Inc. 0.83% Add +50.0% 63,000 $3.0M
First Trust Advisors LP 0.00% Reduce -1.7% 62,982 $3.0M
Public Sector Pension Investment Board 0.02% Add +8.0% 62,656 $3.0M
Barclays PLC 0.00% Reduce -22.6% 61,196 $2.9M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -11.2% 61,073 $2.9M
Franklin Resources Inc. 0.00% Add +2.6% 60,455 $2.9M
Swiss National Bank 0.00% No change 58,600 $2.8M
Raymond James & Associates 0.00% Reduce -0.9% 54,759 $2.6M
Hillsdale Investment Management Inc. 0.20% Reduce -32.6% 54,200 $2.6M
Renaissance Technologies 0.00% Reduce -12.9% 53,820 $2.6M
Wedge Capital Management L L P 0.04% New 52,274 $2.5M
De Lisle Partners LLP 0.55% No change 52,020 $2.5M
Elizabeth Park Capital Advisors, Ltd. 2.02% Add +5.4% 48,739 $2.3M
Susquehanna Fundamental Investments, LLC 0.05% Add +93.4% 48,587 $2.3M
Denali Advisors LLC 0.62% Add +37.0% 47,044 $2.3M
CANADA LIFE ASSURANCE Co 0.00% Add +8.3% 46,510 $2.2M
AQR Capital Management 0.00% Reduce -6.7% 45,217 $2.2M
UBS Group AG 0.00% Add +69.8% 45,169 $2.2M
Victory Capital Management Inc. 0.00% Add +18.4% 43,654 $2.1M
Mraz, Amerine & Associates, Inc. 0.41% Reduce -0.8% 41,991 $2.0M
New York State Teachers Retirement System 0.00% Add +2.4% 38,400 $1.8M
EJF Capital LP 1.32% Reduce -4.4% 37,113 $1.8M
Pacific Ridge Capital Partners, LLC 0.41% Add +0.1% 35,982 $1.7M
Trexquant Investment LP 0.02% Reduce -18.9% 33,197 $1.6M
Canada Pension Plan Investment Board 0.00% New 32,900 $1.6M
Millennium Management 0.00% Reduce -49.8% 32,805 $1.6M
Quantbot Technologies LP 0.08% Add +86.6% 32,463 $1.6M
Jump Financial, LLC 0.03% Add +36.7% 31,897 $1.5M
Macquarie Group Ltd. 0.00% No change 30,400 $1.5M
Public Employees Retirement System of Ohio 0.01% Reduce -25.9% 30,224 $1.5M
Janus Henderson Group PLC 0.00% Reduce -4.7% 29,225 $1.4M
Two Sigma Investments, LP 0.00% New 29,227 $1.4M
California State Teachers Retirement System 0.00% Reduce -1.9% 29,160 $1.4M
Martingale Asset Management L P 0.03% Add +40.5% 28,524 $1.4M
Comerica Bank 0.01% Add +109.0% 28,216 $1.4M
New York State Common Retirement Fund 0.00% Add +3.0% 27,141 $1.3M
Gsa Capital Partners LLP 0.09% Add +90.6% 27,144 $1.3M
Teacher Retirement System of Texas 0.01% Add +2.6% 26,294 $1.3M
Voya Investment Management LLC 0.00% Add +0.8% 24,233 $1.2M
Jane Street Group, LLC 0.00% Add +111.9% 23,839 $1.1M
O'shaughnessy Asset Management, LLC 0.01% Add +1.2% 22,673 $1.1M
Quadrature Capital Ltd 0.02% Add +84.0% 22,250 $1.1M
Susquehanna International Group, LLP 0.00% Add +38.4% 22,227 $1.1M
State of Wisconsin Investment Board 0.00% Add +52.6% 22,152 $1.1M
Cornercap Investment Counsel Inc. 0.17% Reduce -0.9% 21,563 $1.0M
SummerHaven Investment Management, LLC 0.65% Add +1.7% 20,723 $994K
WINTON GROUP Ltd 0.07% Add +14.9% 20,628 $990K
Empowered Funds, LLC 0.02% Add +7.5% 20,568 $987K
BNP Paribas Financial Markets 0.00% Reduce -58.3% 18,554 $890K
Ensign Peak Advisors, Inc 0.00% No change 18,234 $875K
Pinnacle Holdings, LLC 0.39% Reduce -0.2% 17,460 $838K
Tower Research Capital LLC (TRC) 0.01% Add +586.5% 17,142 $822K
Corebridge Financial, Inc. 0.00% — 17,130 $822K
MetLife Investment Management, LLC 0.00% Add +14.1% 16,876 $810K
Emerald Mutual Fund Advisers Trust 0.04% No change 16,849 $808K
State of Alaska, Department of Revenue 0.01% Reduce -3.0% 16,726 $802K
Illinois Municipal Retirement Fund 0.01% Reduce -2.1% 15,735 $755K
Virtue Capital Management, LLC 0.13% Reduce -1.2% 11,642 $740K
Manufacturers Life Insurance Company, The 0.00% Add +5.8% 15,164 $728K
HRT Financial LP 0.00% Reduce -55.0% 14,877 $713K
T. Rowe Price Associates Inc. 0.00% Add +9.1% 14,816 $711K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 14,643 $703K
Intech Investment Management LLC 0.01% New 14,552 $698K
Louisiana State Employees Retirement System 0.01% Add +2.1% 14,300 $686K
Wells Fargo & Company 0.00% Add +32.4% 13,496 $648K
Janney Montgomery Scott LLC 0.00% Add +14.9% 13,209 $634K
Level Four Advisory Services, LLC 0.03% New 12,692 $609K
Teza Capital Management LLC 0.07% Add +21.7% 11,936 $573K
Envestnet Asset Management Inc. 0.00% Add +14.1% 11,643 $559K
Yousif Capital Management, LLC 0.01% Reduce -10.5% 11,424 $548K
SRN Advisors, LLC 0.45% Reduce -60.9% 11,309 $543K
Truist Financial Corp. 0.00% No change 11,243 $539K
Sippican Capital Advisors 0.42% New 11,069 $531K
Numerai GP LLC 0.19% Reduce -37.8% 10,737 $515K
Praxis Investment Management Inc. 0.03% No change 10,660 $487K
Engineers Gate Manager LP 0.01% Reduce -63.7% 9,982 $479K
Maryland State Retirement & Pension System 0.01% Reduce -2.6% 9,932 $477K
First Wilshire Securities Management Inc. 0.15% No change 9,900 $475K
Teachers Retirement System of the State of Kentucky 0.00% No change 9,860 $473K
Pathstone Holdings, LLC 0.00% Add +18.8% 9,454 $454K
Bank of Montreal 0.00% Add +47.4% 8,900 $429K
Amalgamated Bank 0.00% Reduce -0.3% 8,674 $416K
Arizona State Retirement System 0.00% Add +2.1% 8,373 $402K
Sanctuary Advisors, LLC 0.00% — 8,346 $391K
LPL Financial LLC 0.00% Reduce -23.0% 8,127 $390K
State Board of Administration of Florida Retirement System 0.00% New 7,721 $370K
State of Tennessee, Department of Treasury 0.00% No change 7,709 $370K
FMR LLC 0.00% Reduce -6.6% 7,406 $355K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 7,381 $354K
Inspire Investing, LLC 0.04% Add +8.3% 7,303 $350K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 7,226 $347K
US Bancorp \de 0.00% Reduce -27.5% 7,210 $346K
Nisa Investment Advisors, LLC 0.00% No change 7,152 $343K
Precision Wealth Strategies, LLC 0.35% New 7,065 $339K
Lazard Asset Management LLC 0.00% Add +16.0% 7,042 $336K
Harbor Advisors LLC 0.06% No change 7,000 $336K
Oregon Public Employees Retirement Fund 0.01% Reduce -9.2% 6,877 $330K
Verition Fund Management LLC 0.00% Reduce -30.2% 6,561 $315K
Alps Advisors Inc. 0.00% Reduce -0.5% 6,428 $308K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +0.4% 6,138 $295K
Walleye Capital LLC 0.00% New 6,043 $290K
Mackenzie Financial Corp. 0.00% Add +10.4% 5,850 $281K
Cambria Investment Management, L.P. 0.02% Reduce -20.4% 5,729 $275K
PNC Financial Services Group, Inc. 0.00% Reduce -0.2% 5,548 $266K
Sageworth Trust Co 0.02% No change 5,452 $262K
Hancock Whitney Corp. 0.01% Reduce -13.9% 5,101 $245K
Vontobel Holding Ltd. 0.00% Add +3.4% 4,967 $238K
Two Sigma Advisers, LP 0.00% New 4,700 $226K
Amundi 0.00% Reduce -7.5% 4,644 $225K
Mutual of America Capital Management LLC 0.00% Reduce -3.9% 4,683 $225K
Balyasny Asset Management L.P. 0.00% Reduce -66.8% 4,416 $212K
ProShare Advisors LLC 0.00% Reduce -23.6% 4,404 $211K
Group One Trading LLC 0.01% Reduce -69.9% 4,050 $194K
Osaic Holdings, Inc. 0.00% Reduce -6.6% 3,966 $190K
Royal Bank of Canada 0.00% Add +174.9% 3,775 $182K
Hanseatic Management Services Inc. 0.25% Reduce -0.2% 3,509 $168K
Vestcor Inc 0.01% No change 3,333 $160K
Ashton Thomas Private Wealth, LLC 0.01% New 3,157 $151K
Ameritas Investment Partners, Inc. 0.00% No change 2,844 $136K
Cwm, LLC 0.00% Reduce -1.3% 1,924 $92K
Innealta Capital, LLC 0.02% New 1,551 $74K
GAMMA Investing LLC 0.01% Reduce -9.4% 1,298 $62K
DekaBank Deutsche Girozentrale 0.00% No change 1,181 $55K
Ridgewood Investments LLC 0.02% New 1,000 $48K
Fifth Third Bancorp 0.00% No change 897 $43K
FinTrust Capital Advisors, LLC 0.01% No change 815 $39K
KBC Group NV 0.00% No change 818 $39K
Coppell Advisory Solutions LLC 0.01% — 776 $37K
AlphaQuest LLC 0.00% Reduce -94.9% 671 $32K
Farther Finance Advisors, LLC 0.00% Add +20.2% 506 $24K
Smartleaf Asset Management LLC 0.00% New 453 $21K
Benjamin F. Edwards & Company, Inc. 0.00% Add +0.5% 424 $20K
Allworth Financial LP 0.00% Add +85.6% 297 $18K
Assetmark, Inc. 0.00% Add +2.2% 328 $16K
Quadrant Capital Group LLC 0.00% No change 310 $15K
Versant Capital Management, Inc 0.00% No change 250 $12K
LRI Investments, LLC 0.00% No change 230 $11K
ClariVest Asset Management LLC 0.00% Add +174.7% 228 $11K
State of Wyoming 0.00% New 221 $11K
Abich Financial Wealth Management LLC 0.01% Add +55.7% 218 $10K
nVerses Capital, LLC 0.01% New 200 $10K
Steward Partners Investment Advisory, LLC 0.00% No change 200 $10K
Simplex Trading, LLC 0.00% New 171 $8K
Hazlett, Burt & Watson, Inc. 0.00% No change 100 $5K
Picton Mahoney Asset Management 0.00% New 104 $5K
CIBC Private Wealth Group LLC 0.00% No change 91 $4K
Northwestern Mutual Wealth Management Co. 0.00% No change 85 $4K
Macroview Investment Management LLC 0.00% No change 77 $4K
Signaturefd, LLC 0.00% Reduce -31.8% 75 $4K
Spire Wealth Management 0.00% No change 75 $4K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -39.2% 48 $2K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 47 $2K
Fortitude Family Office, LLC 0.00% Reduce -72.0% 46 $2K
Bessemer Group Inc. 0.00% No change 46 $2K
Principal Securities, Inc. 0.00% No change 37 $2K
Continuum Advisory, LLC 0.00% No change 21 $1K
Covestor Ltd 0.00% Add +1250.0% 27 $1K
Avion Wealth 0.00% No change 27 $1K
Farmers & Merchants Investments Inc. 0.00% No change 20 $960
First Horizon Advisors, Inc. 0.00% Reduce -92.1% 18 $863
UMB Bank, n.a. 0.00% Add +25.0% 15 $720
Parallel Advisors, LLC 0.00% No change 13 $624
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 10 $480
Abound Wealth Management 0.00% No change 5 $240
Rothschild Investment LLC 0.00% No change 5 $240
Larson Financial Group LLC 0.00% New 5 $240
Parkside Financial Bank & Trust 0.00% No change 4 $192

"% of holder's portfolio" is CUBI's weight in each manager's 13F, not the share of Customers Bancorp Inc. the manager owns.