Customers Bancorp, Inc. - Common Stock (CUBI) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
CUBI on NYSE
Shares outstanding
34,172,297
Price per share
$78.95
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
31,920,597
Total reported value
$2,333,641,103
% of total 13F portfolios
0%
Share change
+1,038,775
Value change
+$80,343,584
Number of holders
278
Price from insider filings
$78.95
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Customers Bancorp, Inc. - Common Stock (CUBI) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 14% +8.5% $338,845,636 +$27,800,408 4,634,097 +8.9% BlackRock, Inc. 31 Dec 2025
WELLINGTON MANAGEMENT GROUP LLP 11% +7% $266,255,072 +$18,719,184 3,641,339 +7.6% Wellington Management Group LLP 30 Jan 2026
DIMENSIONAL FUND ADVISORS LP 5.5% $137,248,987 1,877,035 Dimensional Fund Advisors LP 31 Dec 2025
STATE STREET CORP 5.3% +12% $117,673,910 +$20,831,915 1,800,121 +22% STATE STREET CORPORATION 30 Sep 2025
Hood River Capital Management LLC 5% -0.4% $126,183,257 +$994,359 1,725,701 +0.79% Hood River Capital Management LLC 31 Dec 2025
Bay Pond Partners, L.P. 5% -24% $126,093,685 -$28,914,134 1,724,476 -19% Bay Pond Partners, L.P. 31 Dec 2025

As of 31 Dec 2025, 278 institutional investors reported holding 31,920,597 shares of Customers Bancorp, Inc. - Common Stock (CUBI). This represents 93% of the company’s total 34,172,297 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Customers Bancorp, Inc. - Common Stock (CUBI) together control 73% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 15% 4,999,040 +16% 0.01% $365,529,814
WELLINGTON MANAGEMENT GROUP LLP 9.9% 3,385,333 -8.5% 0.04% $247,535,549
VANGUARD GROUP INC 6.5% 2,221,339 +3.1% 0% $162,424,307
DIMENSIONAL FUND ADVISORS LP 5.5% 1,877,035 -2.9% 0.03% $137,249,023
STATE STREET CORP 5.4% 1,832,570 +1.8% 0% $133,997,518
Hood River Capital Management LLC 5.1% 1,725,701 +0.79% 1.4% $126,183,257
AMERICAN CENTURY COMPANIES INC 2.8% 962,430 +1.8% 0.04% $70,372,882
PRICE T ROWE ASSOCIATES INC /MD/ 2.6% 871,596 +3075% 0.01% $63,732,000
Driehaus Capital Management LLC 2.2% 766,207 +80% 0.38% $56,025,056
GEODE CAPITAL MANAGEMENT, LLC 2.2% 757,845 +9.2% 0% $55,422,982
Nuveen, LLC 1.6% 563,757 +6.2% 0.01% $41,221,912
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.5% 524,745 +8% 0.01% $38,369,354
MORGAN STANLEY 1.5% 511,848 -6% 0% $37,426,482
JPMORGAN CHASE & CO 1.3% 435,448 +1.6% 0% $31,839,958
Allspring Global Investments Holdings, LLC 1.2% 421,852 +5.8% 0.05% $31,427,974
NORTHERN TRUST CORP 1.2% 405,651 +0.25% 0% $29,661,199
EMERALD ADVISERS, LLC 0.97% 330,310 +43% 0.74% $24,152,267
Tidal Investments LLC 0.93% 318,647 -7.4% 0.1% $23,299,469
PRINCIPAL FINANCIAL GROUP INC 0.85% 289,856 +61% 0.01% $21,194,272
Tieton Capital Management, LLC 0.85% 289,602 -0.22% 7.2% $21,176,000
GOLDMAN SACHS GROUP INC 0.81% 275,493 +16% 0% $20,144,048
UBS Group AG 0.8% 273,933 +23% 0% $20,029,981
Aristotle Capital Boston, LLC 0.79% 270,214 -9.8% 1.1% $19,758,048
Assenagon Asset Management S.A. 0.73% 248,802 -14% 0.03% $18,192,402
ROYCE & ASSOCIATES LP 0.7% 237,547 -11% 0.18% $17,369,437

Institutional Holders of Customers Bancorp, Inc. - Common Stock (CUBI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 31,920,597 $2,333,641,103 +$80,343,584 $73.12 278
2025 Q3 30,840,158 $2,015,635,506 +$176,264,510 $65.37 263
2025 Q2 28,226,851 $1,659,365,782 -$9,331,841 $58.74 240
2025 Q1 28,398,963 $1,425,747,926 +$41,652,131 $50.20 236
2024 Q4 27,694,975 $1,347,985,788 -$33,875,655 $48.68 237
2024 Q3 28,396,414 $1,319,375,741 +$454,374 $46.45 238
2024 Q2 28,444,138 $1,364,721,022 +$57,173,465 $47.98 220
2024 Q1 27,202,093 $1,442,946,637 +$9,725,251 $53.06 238
2023 Q4 26,965,419 $1,553,371,803 +$78,351,405 $57.62 253
2023 Q3 25,502,975 $878,556,021 -$4,372,009 $34.45 207
2023 Q2 25,692,496 $777,466,506 +$8,359,125 $30.26 184
2023 Q1 25,990,674 $481,317,921 -$54,659,320 $18.52 168
2022 Q4 27,244,428 $772,132,733 -$8,108,734 $28.34 203
2022 Q3 27,496,636 $810,715,940 -$16,219,556 $29.48 197
2022 Q2 27,818,667 $943,283,571 -$62,801,623 $33.90 200
2022 Q1 28,512,526 $1,486,435,296 +$24,922,151 $52.14 222
2021 Q4 27,797,607 $1,813,830,756 +$113,771,966 $65.37 217
2021 Q3 26,097,672 $1,121,311,108 +$9,106,660 $43.02 200
2021 Q2 25,892,725 $1,009,007,491 +$60,493,814 $38.99 194
2021 Q1 24,395,170 $776,303,532 +$35,526,880 $31.82 172
2020 Q4 23,531,988 $427,800,446 -$8,867,338 $18.18 145
2020 Q3 23,837,068 $267,042,427 -$13,830,233 $11.20 136
2020 Q2 24,996,395 $300,161,008 -$2,742,118 $12.02 142
2020 Q1 25,271,629 $276,061,296 -$8,584,353 $10.93 136
2019 Q4 25,641,585 $610,455,744 +$15,714,532 $23.81 152
2019 Q3 25,009,688 $518,790,872 +$1,414,110 $20.74 148
2019 Q2 24,980,816 $524,322,049 +$20,156,164 $21.00 147
2019 Q1 25,443,289 $467,766,002 +$20,225,614 $18.31 148
2018 Q4 23,969,545 $436,253,960 -$34,248,054 $18.20 157
2018 Q3 25,270,716 $594,505,293 -$20,240,943 $23.53 156
2018 Q2 25,966,550 $736,949,015 +$23,251,680 $28.38 168
2018 Q1 25,161,438 $733,480,007 +$6,371,068 $29.15 166
2017 Q4 25,082,055 $652,505,611 -$58,697,206 $25.99 173
2017 Q3 27,060,806 $882,675,896 +$2,624,251 $32.62 179
2017 Q2 27,037,366 $764,601,143 -$13,214,155 $28.28 177
2017 Q1 27,372,137 $862,770,791 +$143,567,994 $31.53 170
2016 Q4 25,859,027 $925,679,243 +$104,697,152 $35.82 173
2016 Q3 23,170,409 $582,960,023 -$6,065,506 $25.16 154
2016 Q2 23,135,016 $581,453,304 +$42,423,573 $25.13 160
2016 Q1 21,478,346 $507,710,541 +$6,840,684 $23.63 144
2015 Q4 20,933,577 $570,082,171 -$10,482,691 $27.22 138
2015 Q3 21,635,357 $556,021,205 +$29,106,222 $25.70 129
2015 Q2 20,472,150 $550,493,263 -$3,621,547 $26.89 128
2015 Q1 20,518,282 $501,257,633 +$8,474,554 $24.36 125
2014 Q4 20,472,998 $398,389,220 +$16,754,510 $19.46 115
2014 Q3 20,042,911 $359,978,763 +$16,892,529 $17.96 109
2014 Q2 18,723,532 $374,638,362 +$68,527,563 $20.01 109
2014 Q1 15,287,809 $319,149,382 +$18,165,350 $20.87 100