Customers Bancorp Ownership 2024 | Who Owns Customers Bancorp Now?
Institutional Ownership
31.39%
Insider Ownership
7.52%
Retail Ownership
61.09%
Institutional Holders
127.00
Customers Bancorp Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 14.54% | 0.01% | 4,576,399 | 4,533 | 0.10% | 219,575,626 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 10.24% | 0.03% | 3,222,906 | 1,174,393 | 57.33% | 154,635,030 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 7.12% | 0.03% | 2,242,121 | 21,302 | 0.96% | 107,574,806 | Jun 30, 2024 |
| VANGUARD GROUP INC | 7.05% | 0.00% | 2,219,118 | 32,198 | 1.47% | 106,473,282 | Jun 30, 2024 |
| STATE STREET CORP | 5.12% | 0.00% | 1,611,994 | 41,668 | 2.65% | 77,343,472,000 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 2.18% | 0.02% | 686,825 | 87,557 | 14.61% | 32,953,863 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.13% | 0.00% | 669,189 | 40,931 | 6.51% | 32,113,727 | Jun 30, 2024 |
| HOOD RIVER CAPITAL MANAGEMENT LLC | 1.74% | 0.55% | 549,063 | 266,462 | 94.29% | 26,344,043 | Jun 30, 2024 |
| MORGAN STANLEY | 1.69% | 0.00% | 533,403 | -67,695 | -11.26% | 25,592,700 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 1.66% | 0.01% | 520,951 | -52,741 | -9.19% | 24,995,229 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.58% | 0.00% | 497,469 | 84,579 | 20.48% | 23,868,563 | Jun 30, 2024 |
| PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC | 1.56% | 4.13% | 491,241 | 192,228 | 64.29% | 23,569,743 | Jun 30, 2024 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 1.49% | 0.22% | 468,456 | -133,898 | -22.23% | 22,476,519 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 1.41% | 0.00% | 444,540 | -191,623 | -30.12% | 21,329,029 | Jun 30, 2024 |
| ARISTOTLE CAPITAL BOSTON, LLC | 1.26% | 0.64% | 396,803 | -5,723 | -1.42% | 19,038,608 | Jun 30, 2024 |
| INVESCO LTD. | 1.06% | 0.00% | 334,490 | -13,107 | -3.77% | 16,048,830 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 1.03% | 0.03% | 323,800 | -3,400 | -1.04% | 15,536,000 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.98% | 0.00% | 309,674 | 2,723 | 0.89% | 14,858,159,000 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 0.91% | 0.13% | 287,575 | 28,338 | 10.93% | 13,797,849 | Jun 30, 2024 |
| ACCESS INVESTMENT MANAGEMENT LLC | 0.89% | 4.39% | 281,425 | 295 | 0.10% | 13,502,772 | Jun 30, 2024 |
Customers Bancorp's largest institutional shareholder is BLACKROCK INC., holding 14.54% of the company's total share outstanding, currently valued at $219.58M. The top 10 institutional shareholders own together 53.48% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TIETON CAPITAL MANAGEMENT, LLC | 0.75% | 6.31% | 236,953 | -3,200 | -1.33% | 11,369,000 | Jun 30, 2024 |
| ACCESS INVESTMENT MANAGEMENT LLC | 0.89% | 4.39% | 281,425 | 295 | 0.10% | 13,502,772 | Jun 30, 2024 |
| PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC | 1.56% | 4.13% | 491,241 | 192,228 | 64.29% | 23,569,743 | Jun 30, 2024 |
| GATOR CAPITAL MANAGEMENT, LLC | 0.36% | 2.75% | 113,100 | 3,000 | 2.72% | 5,426,538 | Jun 30, 2024 |
| ELIZABETH PARK CAPITAL ADVISORS, LTD. | 0.15% | 2.02% | 48,739 | 2,500 | 5.41% | 2,338,497 | Jun 30, 2024 |
| CRAWFORD FUND MANAGEMENT, LLC | 0.39% | 1.48% | 122,024 | 5,200 | 4.45% | 5,854,711 | Jun 30, 2024 |
| EJF CAPITAL LLC | 0.12% | 1.32% | 37,113 | -1,714 | -4.41% | 1,780,682 | Jun 30, 2024 |
| HUSSMAN STRATEGIC ADVISORS, INC. | 0.20% | 0.83% | 63,000 | 21,000 | 50.00% | 3,022,740 | Jun 30, 2024 |
| SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 0.07% | 0.65% | 20,723 | 341 | 1.67% | 994,290 | Jun 30, 2024 |
| ARISTOTLE CAPITAL BOSTON, LLC | 1.26% | 0.64% | 396,803 | -5,723 | -1.42% | 19,038,608 | Jun 30, 2024 |
| DENALI ADVISORS LLC | 0.15% | 0.62% | 47,044 | 12,700 | 36.98% | 2,257,171 | Jun 30, 2024 |
| HOOD RIVER CAPITAL MANAGEMENT LLC | 1.74% | 0.55% | 549,063 | 266,462 | 94.29% | 26,344,043 | Jun 30, 2024 |
| DE LISLE PARTNERS LLP | 0.17% | 0.55% | 52,020 | - | - | 2,497,220 | Jun 30, 2024 |
| SIPPICAN CAPITAL ADVISORS | 0.04% | 0.42% | 11,069 | 11,069 | 100.00% | 531,091 | Jun 30, 2024 |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 0.11% | 0.41% | 35,982 | 47 | 0.13% | 1,726,416 | Jun 30, 2024 |
| MRAZ, AMERINE & ASSOCIATES, INC. | 0.13% | 0.41% | 41,991 | -358 | -0.85% | 2,014,728 | Jun 30, 2024 |
| PRECISION WEALTH STRATEGIES, LLC | 0.02% | 0.35% | 7,065 | 7,065 | 100.00% | 338,979 | Jun 30, 2024 |
| PINNACLE HOLDINGS, LLC | 0.06% | 0.34% | 17,460 | -35 | -0.20% | 837,731 | Jun 30, 2024 |
| HANSEATIC MANAGEMENT SERVICES INC | 0.01% | 0.25% | 3,509 | -8 | -0.23% | 168,362 | Jun 30, 2024 |
| PEREGRINE CAPITAL MANAGEMENT LLC | 0.51% | 0.22% | 160,279 | 160,279 | 100.00% | 7,690,186 | Jun 30, 2024 |
The largest Customers Bancorp shareholder by % of total assets is TIETON CAPITAL MANAGEMENT, LLC. The company owns 236.95K shares of Customers Bancorp (CUBI), representing 6.31% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 10.24% | 0.03% | 3,222,906 | 1,174,393 | 57.33% | 154,635,030 | Jun 30, 2024 |
| HOOD RIVER CAPITAL MANAGEMENT LLC | 1.74% | 0.55% | 549,063 | 266,462 | 94.29% | 26,344,043 | Jun 30, 2024 |
| PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC | 1.56% | 4.13% | 491,241 | 192,228 | 64.29% | 23,569,743 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.81% | 0.03% | 253,954 | 181,819 | 252.05% | 12,184,713 | Jun 30, 2024 |
| PEREGRINE CAPITAL MANAGEMENT LLC | 0.51% | 0.22% | 160,279 | 160,279 | 100.00% | 7,690,186 | Jun 30, 2024 |
| SOUTH DAKOTA INVESTMENT COUNCIL | 0.33% | 0.10% | 104,180 | 104,180 | 100.00% | 4,999,000 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 2.18% | 0.02% | 686,825 | 87,557 | 14.61% | 32,953,863 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.58% | 0.00% | 497,469 | 84,579 | 20.48% | 23,868,563 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.27% | 0.01% | 83,697 | 66,705 | 392.57% | 4,015,782 | Jun 30, 2024 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 0.17% | 0.04% | 52,274 | 52,274 | 100.00% | 2,508,107 | Jun 30, 2024 |
| SEI INVESTMENTS CO | 0.42% | 0.01% | 132,048 | 45,818 | 53.13% | 6,335,938,000 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.33% | 0.01% | 105,358 | 45,456 | 75.88% | 5,055,077 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.34% | 0.02% | 108,437 | 41,833 | 62.81% | 5,202,807 | Jun 30, 2024 |
| STATE STREET CORP | 5.12% | 0.00% | 1,611,994 | 41,668 | 2.65% | 77,343,472,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.13% | 0.00% | 669,189 | 40,931 | 6.51% | 32,113,727 | Jun 30, 2024 |
| CANADA PENSION PLAN INVESTMENT BOARD | 0.10% | 0.00% | 32,900 | 32,900 | 100.00% | 1,578,542 | Jun 30, 2024 |
| VANGUARD GROUP INC | 7.05% | 0.00% | 2,219,118 | 32,198 | 1.47% | 106,473,282 | Jun 30, 2024 |
| PRUDENTIAL FINANCIAL INC | 0.58% | 0.01% | 181,898 | 30,475 | 20.13% | 8,727,466 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.09% | 0.00% | 29,227 | 29,227 | 100.00% | 1,402,311 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 0.91% | 0.13% | 287,575 | 28,338 | 10.93% | 13,797,849 | Jun 30, 2024 |
As of Jun 30 2024, Customers Bancorp's largest institutional buyer is WELLINGTON MANAGEMENT GROUP LLP. The company purchased 1.17M stocks of CUBI, valued at $154.64M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 1.41% | 0.00% | 444,540 | -191,623 | -30.12% | 21,329,029 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | - | - | - | -154,614 | -100.00% | - | Jun 30, 2024 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 1.49% | 0.22% | 468,456 | -133,898 | -22.23% | 22,476,519 | Jun 30, 2024 |
| EAGLE ASSET MANAGEMENT INC | - | - | - | -127,316 | -100.00% | - | Jun 30, 2024 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | - | - | - | -120,000 | -100.00% | - | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.81% | 0.05% | 253,665 | -104,409 | -29.16% | 12,170,847 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.60% | 0.00% | 187,828 | -84,053 | -30.92% | 9,011,986 | Jun 30, 2024 |
| QUANTEDGE CAPITAL PTE LTD | - | - | - | -78,100 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -71,278 | -100.00% | - | Jun 30, 2024 |
| MORGAN STANLEY | 1.69% | 0.00% | 533,403 | -67,695 | -11.26% | 25,592,700 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 1.66% | 0.01% | 520,951 | -52,741 | -9.19% | 24,995,229 | Jun 30, 2024 |
| AXA S.A. | - | - | - | -50,330 | -100.00% | - | Jun 30, 2024 |
| ADVISORS PREFERRED, LLC | - | - | - | -34,556 | -100.00% | - | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.73% | 0.02% | 229,281 | -32,566 | -12.44% | 11,000,909 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.10% | 0.00% | 32,805 | -32,502 | -49.77% | 1,573,984 | Jun 30, 2024 |
| GREAT LAKES ADVISORS, LLC | 0.88% | 0.12% | 275,913 | -29,515 | -9.66% | 13,238,306 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.45% | 0.01% | 142,374 | -27,690 | -16.28% | 6,831,105 | Jun 30, 2024 |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 0.17% | 0.20% | 54,200 | -26,200 | -32.59% | 2,600,516 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.06% | 0.00% | 18,554 | -25,912 | -58.27% | 890,221 | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -21,632 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Customers Bancorp's biggest institutional seller is JPMORGAN CHASE & CO. The company sold -0.19M shares of CUBI, valued at $21.33M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PEREGRINE CAPITAL MANAGEMENT LLC | 0.51% | 0.22% | 160,279 | 160,279 | 100.00% | 7,690,186 | Jun 30, 2024 |
| SOUTH DAKOTA INVESTMENT COUNCIL | 0.33% | 0.10% | 104,180 | 104,180 | 100.00% | 4,999,000 | Jun 30, 2024 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 0.17% | 0.04% | 52,274 | 52,274 | 100.00% | 2,508,107 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.09% | 0.00% | 29,227 | 29,227 | 100.00% | 1,402,311 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.08% | 0.00% | 25,000 | 25,000 | 100.00% | 1,199,500 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 17,130 | 17,130 | 100.00% | 821,897 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 14,643 | 14,643 | 100.00% | 702,571 | Jun 30, 2024 |
| INTECH INVESTMENT MANAGEMENT LLC | 0.05% | 0.01% | 14,552 | 14,552 | 100.00% | 698,205 | Jun 30, 2024 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 0.04% | 0.03% | 12,692 | 12,692 | 100.00% | 608,962 | Jun 30, 2024 |
| SIPPICAN CAPITAL ADVISORS | 0.04% | 0.42% | 11,069 | 11,069 | 100.00% | 531,091 | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.02% | 0.00% | 7,226 | 7,226 | 100.00% | 346,703 | Jun 30, 2024 |
| PRECISION WEALTH STRATEGIES, LLC | 0.02% | 0.35% | 7,065 | 7,065 | 100.00% | 338,979 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 0.01% | 0.01% | 3,157 | 3,157 | 100.00% | 151,473 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.02% | 1,551 | 1,551 | 100.00% | 74,417 | Jun 30, 2024 |
| RIDGEWOOD INVESTMENTS LLC | 0.00% | 0.02% | 1,000 | 1,000 | 100.00% | 47,980 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | 0.00% | 0.01% | 776 | 776 | 100.00% | 37,232 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 453 | 453 | 100.00% | 21,223 | Jun 30, 2024 |
| STATE OF WYOMING | 0.00% | 0.00% | 221 | 221 | 100.00% | 10,604 | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | 0.00% | 0.01% | 200 | 200 | 100.00% | 9,596 | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | 0.00% | - | 171 | 171 | 100.00% | 8,000 | Jun 30, 2024 |
| PICTON MAHONEY ASSET MANAGEMENT | 0.00% | 0.00% | 104 | 104 | 100.00% | 5,000 | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.00% | 0.00% | 47 | 47 | 100.00% | 2,255 | Jun 30, 2024 |
| COVESTOR LTD | 0.00% | 0.00% | 27 | 27 | 100.00% | 1,000 | Jun 30, 2024 |
| LARSON FINANCIAL GROUP LLC | - | - | 5 | 5 | 100.00% | 240 | Jun 30, 2024 |
Customers Bancorp's largest new institutional shareholder by number of shares is PEREGRINE CAPITAL MANAGEMENT LLC, purchased 160.28K shares, valued at $7.69M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | - | - | - | -154,614 | -100.00% | - | Jun 30, 2024 |
| EAGLE ASSET MANAGEMENT INC | - | - | - | -127,316 | -100.00% | - | Jun 30, 2024 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | - | - | - | -120,000 | -100.00% | - | Jun 30, 2024 |
| QUANTEDGE CAPITAL PTE LTD | - | - | - | -78,100 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -71,278 | -100.00% | - | Jun 30, 2024 |
| AXA S.A. | - | - | - | -50,330 | -100.00% | - | Jun 30, 2024 |
| ADVISORS PREFERRED, LLC | - | - | - | -34,556 | -100.00% | - | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -21,632 | -100.00% | - | Jun 30, 2024 |
| WAKEFIELD ASSET MANAGEMENT LLLP | - | - | - | -20,967 | -100.00% | - | Jun 30, 2024 |
| OPTIONS SOLUTIONS, LLC | - | - | - | -19,890 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -15,422 | -100.00% | - | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | - | - | - | -14,992 | -100.00% | - | Jun 30, 2024 |
| BAILARD, INC. | - | - | - | -13,900 | -100.00% | - | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -13,500 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -13,062 | -100.00% | - | Jun 30, 2024 |
| VERSOR INVESTMENTS LP | - | - | - | -11,006 | -100.00% | - | Jun 30, 2024 |
| SUMMIT GLOBAL INVESTMENTS | - | - | - | -10,945 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -8,300 | -100.00% | - | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -7,110 | -100.00% | - | Jun 30, 2024 |
| EXCHANGE TRADED CONCEPTS, LLC | - | - | - | -7,034 | -100.00% | - | Jun 30, 2024 |
| INTEGRATED ADVISORS NETWORK LLC | - | - | - | -6,342 | -100.00% | - | Jun 30, 2024 |
| POINT72 (DIFC) LTD | - | - | - | -5,697 | -100.00% | - | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | - | - | - | -5,614 | -100.00% | - | Jun 30, 2024 |
| COOKSON PEIRCE & CO INC | - | - | - | -5,443 | -100.00% | - | Jun 30, 2024 |
| AIGEN INVESTMENT MANAGEMENT, LP | - | - | - | -5,129 | -100.00% | - | Jun 30, 2024 |
| MARINER, LLC | - | - | - | -5,049 | -100.00% | - | Jun 30, 2024 |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | - | - | - | -4,297 | -100.00% | - | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | - | - | - | -4,200 | -100.00% | - | Jun 30, 2024 |
| CAPSTONE INVESTMENT ADVISORS, LLC | - | - | - | -4,144 | -100.00% | - | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | - | - | - | -4,034 | -100.00% | - | Jun 30, 2024 |
| HSBC HOLDINGS PLC | - | - | - | -4,006 | -100.00% | - | Jun 30, 2024 |
| COLDSTREAM CAPITAL MANAGEMENT INC | - | - | - | -3,799 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | - | - | - | -1,954 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -1,563 | -100.00% | - | Jun 30, 2024 |
| IMPACT PARTNERSHIP WEALTH, LLC | - | - | - | -901 | -100.00% | - | Jun 30, 2024 |
| QUARRY LP | - | - | - | -493 | -100.00% | - | Jun 30, 2024 |
| SJS INVESTMENT CONSULTING INC. | - | - | - | -71 | -100.00% | - | Jun 30, 2024 |
| HARBOR INVESTMENT ADVISORY, LLC | - | - | - | -38 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -21 | -100.00% | - | Jun 30, 2024 |
| C M BIDWELL & ASSOCIATES LTD | - | - | - | -10 | -100.00% | - | Jun 30, 2024 |
Customers Bancorp's largest sold out institutional shareholder by shares sold is ARROWSTREET CAPITAL, LIMITED PARTNERSHIP, sold -0.15M shares, valued at -, as of undefined.
Customers Bancorp Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| MATTHEW 25 FUND | 6.73% | 352,500 | - | - | Mar 31, 2024 |
| FOXBY CORP. | 3.56% | 20,000 | - | - | Jun 30, 2023 |
| Manager Directed Portfolios | 0.83% | 135,304 | - | - | Jan 31, 2024 |
| Siren ETF Trust | 0.78% | 28,903 | -3,728 | -11.42% | Mar 31, 2024 |
| LORD ABBETT DEVELOPING GROWTH FUND, INC. | 0.68% | 633,861 | - | - | Jan 31, 2024 |
| AMERICAN PENSION INVESTORS TRUST | 0.58% | 3,510,000 | - | - | Jan 31, 2024 |
| AMERICAN PENSION INVESTORS TRUST | 0.49% | 3,000,000 | - | - | Jan 31, 2024 |
| Angel Oak Financial Strategies Income Term Trust | 0.40% | 1,750,000 | - | - | Jan 31, 2024 |
| Vanguard Montgomery Funds | 0.20% | 46,660 | -2,819 | -5.70% | Mar 31, 2024 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.18% | 12,802 | - | - | Sep 30, 2022 |
| DSS AMERICAFIRST QUANTITATIVE FUNDS | 0.16% | 3,742 | - | - | Dec 29, 2023 |
| LORD ABBETT RESEARCH FUND INC | 0.11% | 108,511 | - | - | Feb 29, 2024 |
| Vericimetry Funds | 0.11% | 9,915 | - | - | Mar 31, 2024 |
| CGM TRUST | 0.10% | 140,000 | - | - | Sep 30, 2022 |
| THIRD AVENUE TRUST | 0.10% | 560,141 | - | - | Jan 31, 2024 |
| RMB INVESTORS TRUST | 0.10% | 50,000 | - | - | Dec 31, 2023 |
| EntrepreneurShares Series Trust | 0.09% | 22,761 | - | - | Dec 31, 2023 |
| ROYCE CAPITAL FUND | 0.08% | 30,300 | - | - | Mar 31, 2024 |
| Federated Hermes MDT Series | 0.05% | 127,745 | -171,856 | -57.36% | Jan 31, 2024 |
| HENNESSY FUNDS TRUST | 0.05% | 100,000 | - | - | Jan 31, 2024 |
| VICTORY VARIABLE INSURANCE FUNDS | 0.05% | 23,230 | - | - | Mar 31, 2024 |
| BUFFALO FUNDS | 0.04% | 297,705 | - | - | Mar 31, 2024 |
| Two Roads Shared Trust | 0.04% | 1,473,000 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.04% | 19,111 | - | - | Mar 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.04% | 153,491 | -11,327 | -6.87% | Feb 29, 2024 |
| ROYCE VALUE TRUST, INC. | 0.03% | 27,769 | -29,324 | -51.36% | Mar 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.03% | 79,591 | - | - | Mar 28, 2024 |
| AMG Funds I | 0.03% | 62,419 | - | - | Jan 31, 2024 |
| LORD ABBETT SECURITIES TRUST | 0.03% | 125,935 | - | - | Jan 31, 2024 |
| BNY MELLON INDEX FUNDS, INC. | 0.03% | 28,836 | -3,457 | -10.71% | Jan 31, 2024 |
| Two Roads Shared Trust | 0.03% | 1,000,000 | - | - | Jan 31, 2024 |
| BMO FUNDS, INC. | 0.02% | 1,000,000 | - | - | Nov 30, 2021 |
| ROYCE FUND | 0.02% | 161,328 | 12,453 | 8.36% | Mar 31, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.02% | 13,932 | -217 | -1.53% | Mar 31, 2024 |
| SYNTAX ETF TRUST | 0.02% | 641 | 150 | 30.55% | Mar 31, 2024 |
| FORUM FUNDS II | 0.02% | 17,520 | 1,285 | 7.91% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.01% | 54,211 | -30,976 | -36.36% | Jan 31, 2024 |
| Angel Oak Funds Trust | 0.01% | 1,050,000 | - | - | Jan 31, 2024 |
| PFM Multi-Manager Series Trust | 0.01% | 9,761 | -2,000 | -17.01% | Dec 31, 2023 |
| Angel Oak Funds Trust | 0.01% | 1,000,000 | - | - | Jan 31, 2024 |
| HUSSMAN INVESTMENT TRUST | 0.01% | 42,000 | -35,500 | -45.81% | Dec 31, 2023 |
| DRIEHAUS MUTUAL FUNDS | 0.01% | 95,998 | -9,924 | -9.37% | Mar 28, 2024 |
| IndexIQ ETF Trust | 0.01% | 19,375 | - | - | Jan 31, 2024 |
| World Funds Trust | 0.01% | 102,313 | 17,025 | 19.96% | Jan 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 50,311 | -1,818 | -3.49% | Mar 31, 2024 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.01% | 94,600 | - | - | Mar 31, 2024 |
| VANGUARD HORIZON FUNDS | 0.01% | 173,282 | 50,547 | 41.18% | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 4,233 | -153 | -3.49% | Mar 31, 2024 |
| Amplify ETF Trust | 0.01% | 197,290 | -111,434 | -36.10% | Mar 31, 2024 |
| Bernstein Fund Inc | 0.01% | 53,020 | -4,620 | -8.02% | Mar 31, 2024 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) | 0.01% | 166,634 | - | - | Mar 31, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.01% | 125,000 | - | - | Jan 31, 2024 |
| Advisors Preferred Trust | 0.00% | 34,556 | 11,285 | 48.49% | Mar 31, 2024 |
| DIREXION FUNDS | 0.00% | 7,000 | - | - | Feb 29, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 524,152 | 113,939 | 27.78% | Feb 29, 2024 |
| Humankind Benefit Corp | 0.00% | 94 | -30 | -24.19% | Dec 31, 2023 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 919 | - | - | Mar 31, 2024 |
| VANGUARD QUANTITATIVE FUNDS | 0.00% | 17,859 | -8,541 | -32.35% | Mar 31, 2024 |
| EXCHANGE TRADED CONCEPTS TRUST | 0.00% | 19,839 | - | - | Feb 29, 2024 |
| DIREXION FUNDS | 0.00% | 5,038 | - | - | Feb 29, 2024 |
| North Square Investments Trust | 0.00% | 31,265 | 255 | 0.82% | Feb 29, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 128,227 | 22,689 | 21.50% | Jan 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 1,273,909 | -396,925 | -23.76% | Mar 31, 2024 |
| ETF Managers Trust | 0.00% | 22,120 | - | - | Dec 31, 2023 |
| VICTORY PORTFOLIOS | 0.00% | 85,107 | - | - | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 217,075 | 107,166 | 97.50% | Jan 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 12 | 0.00% | 7,600 | - | - | Jan 31, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 30,446 | 29,973 | 6336.79% | Mar 31, 2024 |
| KP Funds | 0.00% | 109,776 | - | - | Sep 30, 2020 |
| TIAA-CREF LIFE FUNDS | 0.00% | 6,528 | -809 | -11.03% | Mar 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 156,127 | -27,850 | -15.14% | Feb 29, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.00% | 5,274 | -12,926 | -71.02% | Feb 29, 2024 |
| Legg Mason ETF Investment Trust | 0.00% | 4,468 | - | - | Mar 31, 2024 |
| MASSMUTUAL PREMIER FUNDS | 0.00% | 54,790 | - | - | Dec 31, 2023 |
| VALIC Co II | 0.00% | 56,900 | 600 | 1.07% | Feb 28, 2021 |
| JNL VARIABLE FUND LLC | 0.00% | 9,303 | - | - | Mar 31, 2020 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 1,609,534 | 137,584 | 9.35% | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 248,289 | 8,709 | 3.64% | Feb 29, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 2,844 | - | - | Mar 31, 2024 |
| VANGUARD TAX-MANAGED FUNDS | 0.00% | 214,418 | -20,097 | -8.57% | Mar 31, 2024 |
| TARGET PORTFOLIO TRUST | 0.00% | 21,700 | - | - | Jan 31, 2024 |
| Dimensional ETF Trust | 0.00% | 461,452 | 89,092 | 23.93% | Jan 31, 2024 |
| Meeder Funds | 0.00% | 5,053 | - | - | Mar 31, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 1,168 | 1,151 | 6770.59% | Dec 31, 2023 |
| PRAXIS MUTUAL FUNDS | 0.00% | 10,660 | - | - | Dec 31, 2023 |
| Nushares ETF Trust | 0.00% | 7,006 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.00% | 2,111 | - | - | Mar 31, 2024 |
| Cambria ETF Trust | 0.00% | 7,647 | 1,299 | 20.46% | Jan 31, 2024 |
| AdvisorShares Trust | 0.00% | 3,380 | - | - | Mar 28, 2024 |
| SHELTON FUNDS | 0.00% | 1,375 | - | - | Feb 29, 2024 |
| Investment Managers Series Trust II | 0.00% | 9,845 | - | - | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 24,047 | -2,047 | -7.84% | Mar 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 3,081 | - | - | Mar 31, 2024 |
| OPTIMUM FUND TRUST | 0.00% | 30,400 | - | - | Mar 28, 2024 |
| JPMORGAN INSURANCE TRUST | 0.00% | 8,400 | - | - | Mar 31, 2023 |
| UNIFIED SERIES TRUST | 0.00% | 10,000 | -10,000 | -50.00% | Feb 29, 2024 |
| STEWARD FUNDS, INC. | 0.00% | 1,474 | -216 | -12.78% | Jan 31, 2024 |
| Brinker Capital Destinations Trust | 0.00% | 35,913 | -12,741 | -26.19% | Feb 29, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 17,591 | -1,368 | -7.22% | Mar 31, 2024 |
| PUTNAM ASSET ALLOCATION FUNDS | 0.00% | 18,450 | -290 | -1.55% | Mar 31, 2024 |
Customers Bancorp's largest mutual fund holder by % of total assets is "MATTHEW 25 FUND", owning 352.50K shares, compromising 6.73% of its total assets.
Customers Bancorp Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 127 | -47.95% |
| 31 Mar, 24 | 244 | -6.15% |
| 31 Dec, 23 | 260 | 18.72% |
| 30 Sep, 23 | 219 | 9.50% |
| 30 Jun, 23 | 200 | 10.50% |
| 31 Mar, 23 | 181 | -13.81% |
| 31 Dec, 22 | 210 | 2.44% |
| 30 Sep, 22 | 205 | -5.09% |
| 30 Jun, 22 | 216 | -8.47% |
| 31 Mar, 22 | 236 | 3.51% |
| 31 Dec, 21 | 228 | 9.62% |
| 30 Sep, 21 | 208 | 3.48% |
| 30 Jun, 21 | 201 | 14.20% |
| 31 Mar, 21 | 176 | 16.56% |
| 31 Dec, 20 | 151 | 8.63% |
| 30 Sep, 20 | 139 | -6.08% |
| 30 Jun, 20 | 148 | 7.25% |
| 31 Mar, 20 | 138 | -10.97% |
| 31 Dec, 19 | 155 | 2.65% |
| 30 Sep, 19 | 151 | -1.31% |
| 30 Jun, 19 | 153 | - |
| 31 Mar, 19 | 153 | -4.38% |
| 31 Dec, 18 | 160 | - |
| 30 Sep, 18 | 160 | -9.60% |
| 30 Jun, 18 | 177 | 1.14% |
| 31 Mar, 18 | 175 | -2.23% |
| 31 Dec, 17 | 179 | -1.65% |
| 30 Sep, 17 | 182 | 1.68% |
| 30 Jun, 17 | 179 | 1.70% |
| 31 Mar, 17 | 176 | -2.22% |
| 31 Dec, 16 | 180 | 16.13% |
| 30 Sep, 16 | 155 | -4.32% |
| 30 Jun, 16 | 162 | 10.20% |
| 31 Mar, 16 | 147 | 6.52% |
| 31 Dec, 15 | 138 | 5.34% |
| 30 Sep, 15 | 131 | 1.55% |
| 30 Jun, 15 | 129 | 1.57% |
| 31 Mar, 15 | 127 | 8.55% |
| 31 Dec, 14 | 117 | 7.34% |
| 30 Sep, 14 | 109 | -0.91% |
| 30 Jun, 14 | 110 | 10.00% |
| 31 Mar, 14 | 100 | 21.95% |
| 31 Dec, 13 | 82 | 9.33% |
| 30 Sep, 13 | 75 | 15.38% |
| 30 Jun, 13 | 65 | - |
| 30 Sep, 12 | 1 | - |
| 30 Jun, 12 | 1 | - |
| 31 Dec, 10 | 1 | - |
As of 30 Jun 24, 127 institutions are holding Customers Bancorp's shares, representing a decrease of -47.95% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 9,880,100 | -63.68% |
| 31 Mar, 24 | 27,203,263 | 0.88% |
| 31 Dec, 23 | 26,965,448 | 5.73% |
| 30 Sep, 23 | 25,503,022 | -0.92% |
| 30 Jun, 23 | 25,739,729 | -0.97% |
| 31 Mar, 23 | 25,991,865 | -4.51% |
| 31 Dec, 22 | 27,218,581 | -0.97% |
| 30 Sep, 22 | 27,485,504 | -1.23% |
| 30 Jun, 22 | 27,827,115 | -2.42% |
| 31 Mar, 22 | 28,517,459 | 2.58% |
| 31 Dec, 21 | 27,799,455 | 6.52% |
| 30 Sep, 21 | 26,098,128 | 0.79% |
| 30 Jun, 21 | 25,893,112 | 6.06% |
| 31 Mar, 21 | 24,412,573 | 3.41% |
| 31 Dec, 20 | 23,607,476 | -0.95% |
| 30 Sep, 20 | 23,834,652 | -4.65% |
| 30 Jun, 20 | 24,996,938 | -1.23% |
| 31 Mar, 20 | 25,307,147 | -1.32% |
| 31 Dec, 19 | 25,645,533 | 2.54% |
| 30 Sep, 19 | 25,009,761 | 0.02% |
| 30 Jun, 19 | 25,003,938 | -1.22% |
| 31 Mar, 19 | 25,313,859 | 5.02% |
| 31 Dec, 18 | 24,102,839 | -4.62% |
| 30 Sep, 18 | 25,270,823 | -2.74% |
| 30 Jun, 18 | 25,982,715 | 3.26% |
| 31 Mar, 18 | 25,161,852 | 0.30% |
| 31 Dec, 17 | 25,087,105 | -7.29% |
| 30 Sep, 17 | 27,060,873 | 0.09% |
| 30 Jun, 17 | 27,037,434 | -1.22% |
| 31 Mar, 17 | 27,372,181 | 5.17% |
| 31 Dec, 16 | 26,025,882 | 12.28% |
| 30 Sep, 16 | 23,179,708 | 0.19% |
| 30 Jun, 16 | 23,135,128 | 7.39% |
| 31 Mar, 16 | 21,543,100 | 3.04% |
| 31 Dec, 15 | 20,906,726 | -31.44% |
| 30 Sep, 15 | 30,492,652 | 48.95% |
| 30 Jun, 15 | 20,472,214 | -0.23% |
| 31 Mar, 15 | 20,518,472 | 0.19% |
| 31 Dec, 14 | 20,478,839 | 2.17% |
| 30 Sep, 14 | 20,042,952 | 6.83% |
| 30 Jun, 14 | 18,762,274 | 22.73% |
| 31 Mar, 14 | 15,287,850 | 6.47% |
| 31 Dec, 13 | 14,358,748 | 4.69% |
| 30 Sep, 13 | 13,714,895 | 18.14% |
| 30 Jun, 13 | 11,608,671 | - |
| 30 Sep, 12 | 416 | - |
| 30 Jun, 12 | 416 | - |
| 31 Dec, 10 | 360,397 | - |
Customers Bancorp (CUBI) has 9.88M shares outstanding as of 30 Jun 24, down -63.68% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 31.39% | 0.42% |
| 31 Mar, 24 | 86.68% | 1.23% |
| 31 Dec, 23 | 83.81% | 1.26% |
| 30 Sep, 23 | 81.60% | 1.25% |
| 30 Jun, 23 | 80.89% | 1.21% |
| 31 Mar, 23 | 81.69% | 1.17% |
| 31 Dec, 22 | 83.41% | 1.16% |
| 30 Sep, 22 | 84.69% | 1.17% |
| 30 Jun, 22 | 85.07% | 1.14% |
| 31 Mar, 22 | 86.53% | 1.17% |
| 31 Dec, 21 | 86.03% | 1.33% |
| 30 Sep, 21 | 80.43% | 1.25% |
| 30 Jun, 21 | 80.22% | 1.37% |
| 31 Mar, 21 | 76.57% | 1.36% |
| 31 Dec, 20 | 74.93% | 1.31% |
| 30 Sep, 20 | 75.62% | 1.20% |
| 30 Jun, 20 | 79.41% | 1.22% |
| 31 Mar, 20 | 80.62% | 1.19% |
| 31 Dec, 19 | 82.24% | 1.28% |
| 30 Sep, 19 | 80.10% | 1.24% |
| 30 Jun, 19 | 80.26% | 1.21% |
| 31 Mar, 19 | 81.53% | 1.40% |
| 31 Dec, 18 | 76.35% | 1.20% |
| 30 Sep, 18 | 79.79% | 1.18% |
| 30 Jun, 18 | 82.32% | 1.28% |
| 31 Mar, 18 | 80.07% | 1.21% |
| 31 Dec, 17 | 81.34% | 1.05% |
| 30 Sep, 17 | 88.03% | 1.13% |
| 30 Jun, 17 | 88.24% | 1.09% |
| 31 Mar, 17 | 90.02% | 1.12% |
| 31 Dec, 16 | 89.81% | 1.25% |
| 30 Sep, 16 | 84.70% | 1.16% |
| 30 Jun, 16 | 85.43% | 1.34% |
| 31 Mar, 16 | 79.95% | 1.32% |
| 31 Dec, 15 | 77.76% | 0.60% |
| 30 Sep, 15 | 113.47% | 1.97% |
| 30 Jun, 15 | 75.97% | 1.30% |
| 31 Mar, 15 | 76.47% | 1.30% |
| 31 Dec, 14 | 76.77% | 1.37% |
| 30 Sep, 14 | 74.97% | 1.52% |
| 30 Jun, 14 | 70.19% | 1.77% |
| 31 Mar, 14 | 62.93% | 1.79% |
| 31 Dec, 13 | 59.27% | 1.92% |
| 30 Sep, 13 | 55.54% | 2.51% |
| 30 Jun, 13 | 47.07% | - |
| 30 Sep, 12 | 0.00% | 22655.00% |
| 30 Jun, 12 | 0.00% | - |
| 31 Dec, 10 | 4.12% | - |
As of 30 Jun 24, Customers Bancorp is held by 31.39% institutional shareholders, representing a 0.42% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 60 | -48.28% |
| 31 Mar, 24 | 116 | -6.45% |
| 31 Dec, 23 | 124 | 26.53% |
| 30 Sep, 23 | 98 | -1.01% |
| 30 Jun, 23 | 99 | 2.06% |
| 31 Mar, 23 | 97 | -6.73% |
| 31 Dec, 22 | 104 | 4.00% |
| 30 Sep, 22 | 100 | -9.91% |
| 30 Jun, 22 | 111 | 5.71% |
| 31 Mar, 22 | 105 | 2.94% |
| 31 Dec, 21 | 102 | 25.93% |
| 30 Sep, 21 | 81 | -21.36% |
| 30 Jun, 21 | 103 | 10.75% |
| 31 Mar, 21 | 93 | 36.76% |
| 31 Dec, 20 | 68 | 30.77% |
| 30 Sep, 20 | 52 | -37.35% |
| 30 Jun, 20 | 83 | 9.21% |
| 31 Mar, 20 | 76 | -6.17% |
| 31 Dec, 19 | 81 | 22.73% |
| 30 Sep, 19 | 66 | -1.49% |
| 30 Jun, 19 | 67 | -9.46% |
| 31 Mar, 19 | 74 | -10.84% |
| 31 Dec, 18 | 83 | 3.75% |
| 30 Sep, 18 | 80 | -13.04% |
| 30 Jun, 18 | 92 | -1.08% |
| 31 Mar, 18 | 93 | 12.05% |
| 31 Dec, 17 | 83 | -8.79% |
| 30 Sep, 17 | 91 | -14.15% |
| 30 Jun, 17 | 106 | 10.42% |
| 31 Mar, 17 | 96 | -16.52% |
| 31 Dec, 16 | 115 | 43.75% |
| 30 Sep, 16 | 80 | - |
| 30 Jun, 16 | 80 | 6.67% |
| 31 Mar, 16 | 75 | 5.63% |
| 31 Dec, 15 | 71 | -12.35% |
| 30 Sep, 15 | 81 | 35.00% |
| 30 Jun, 15 | 60 | -13.04% |
| 31 Mar, 15 | 69 | 18.97% |
| 31 Dec, 14 | 58 | -3.33% |
| 30 Sep, 14 | 60 | -31.03% |
| 30 Jun, 14 | 87 | 61.11% |
| 31 Mar, 14 | 54 | -1.82% |
| 31 Dec, 13 | 55 | 7.84% |
| 30 Sep, 13 | 51 | -21.54% |
| 30 Jun, 13 | 65 | - |
| 30 Sep, 12 | - | -100.00% |
| 30 Jun, 12 | 1 | - |
| 31 Dec, 10 | 1 | - |
60 institutional shareholders have increased their position in CUBI stock as of 30 Jun 24 compared to 116 in the previous quarter (a -48.28% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 36 | -57.14% |
| 31 Mar, 24 | 84 | -13.40% |
| 31 Dec, 23 | 97 | 21.25% |
| 30 Sep, 23 | 80 | 19.40% |
| 30 Jun, 23 | 67 | 19.64% |
| 31 Mar, 23 | 56 | -26.32% |
| 31 Dec, 22 | 76 | 10.14% |
| 30 Sep, 22 | 69 | -2.82% |
| 30 Jun, 22 | 71 | -25.26% |
| 31 Mar, 22 | 95 | -2.06% |
| 31 Dec, 21 | 97 | 7.78% |
| 30 Sep, 21 | 90 | 47.54% |
| 30 Jun, 21 | 61 | 3.39% |
| 31 Mar, 21 | 59 | 9.26% |
| 31 Dec, 20 | 54 | - |
| 30 Sep, 20 | 54 | 45.95% |
| 30 Jun, 20 | 37 | -9.76% |
| 31 Mar, 20 | 41 | -12.77% |
| 31 Dec, 19 | 47 | -2.08% |
| 30 Sep, 19 | 48 | 4.35% |
| 30 Jun, 19 | 46 | 2.22% |
| 31 Mar, 19 | 45 | -8.16% |
| 31 Dec, 18 | 49 | -7.55% |
| 30 Sep, 18 | 53 | 6.00% |
| 30 Jun, 18 | 50 | -1.96% |
| 31 Mar, 18 | 51 | -21.54% |
| 31 Dec, 17 | 65 | 8.33% |
| 30 Sep, 17 | 60 | 30.43% |
| 30 Jun, 17 | 46 | -9.80% |
| 31 Mar, 17 | 51 | 8.51% |
| 31 Dec, 16 | 47 | -4.08% |
| 30 Sep, 16 | 49 | -9.26% |
| 30 Jun, 16 | 54 | 12.50% |
| 31 Mar, 16 | 48 | 6.67% |
| 31 Dec, 15 | 45 | 50.00% |
| 30 Sep, 15 | 30 | -38.78% |
| 30 Jun, 15 | 49 | 22.50% |
| 31 Mar, 15 | 40 | 14.29% |
| 31 Dec, 14 | 35 | 9.38% |
| 30 Sep, 14 | 32 | 68.42% |
| 30 Jun, 14 | 19 | -42.42% |
| 31 Mar, 14 | 33 | 94.12% |
| 31 Dec, 13 | 17 | 30.77% |
| 30 Sep, 13 | 13 | - |
| 30 Jun, 13 | - | - |
| 30 Sep, 12 | - | - |
| 30 Jun, 12 | - | - |
| 31 Dec, 10 | - | - |
36 institutional shareholders have reduced their position in CUBI stock as of 30 Jun 24 compared to 84 in the previous quarter (a -57.14% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 127 | -47.95% | 9,880,100 | -63.68% | 31.39% | 0.42% | 60 | -48.28% | 36 | -57.14% |
| 31 Mar, 24 | 244 | -6.15% | 27,203,263 | 0.88% | 86.68% | 1.23% | 116 | -6.45% | 84 | -13.40% |
| 31 Dec, 23 | 260 | 18.72% | 26,965,448 | 5.73% | 83.81% | 1.26% | 124 | 26.53% | 97 | 21.25% |
| 30 Sep, 23 | 219 | 9.50% | 25,503,022 | -0.92% | 81.60% | 1.25% | 98 | -1.01% | 80 | 19.40% |
| 30 Jun, 23 | 200 | 10.50% | 25,739,729 | -0.97% | 80.89% | 1.21% | 99 | 2.06% | 67 | 19.64% |
| 31 Mar, 23 | 181 | -13.81% | 25,991,865 | -4.51% | 81.69% | 1.17% | 97 | -6.73% | 56 | -26.32% |
| 31 Dec, 22 | 210 | 2.44% | 27,218,581 | -0.97% | 83.41% | 1.16% | 104 | 4.00% | 76 | 10.14% |
| 30 Sep, 22 | 205 | -5.09% | 27,485,504 | -1.23% | 84.69% | 1.17% | 100 | -9.91% | 69 | -2.82% |
| 30 Jun, 22 | 216 | -8.47% | 27,827,115 | -2.42% | 85.07% | 1.14% | 111 | 5.71% | 71 | -25.26% |
| 31 Mar, 22 | 236 | 3.51% | 28,517,459 | 2.58% | 86.53% | 1.17% | 105 | 2.94% | 95 | -2.06% |
| 31 Dec, 21 | 228 | 9.62% | 27,799,455 | 6.52% | 86.03% | 1.33% | 102 | 25.93% | 97 | 7.78% |
| 30 Sep, 21 | 208 | 3.48% | 26,098,128 | 0.79% | 80.43% | 1.25% | 81 | -21.36% | 90 | 47.54% |
| 30 Jun, 21 | 201 | 14.20% | 25,893,112 | 6.06% | 80.22% | 1.37% | 103 | 10.75% | 61 | 3.39% |
| 31 Mar, 21 | 176 | 16.56% | 24,412,573 | 3.41% | 76.57% | 1.36% | 93 | 36.76% | 59 | 9.26% |
| 31 Dec, 20 | 151 | 8.63% | 23,607,476 | -0.95% | 74.93% | 1.31% | 68 | 30.77% | 54 | - |
| 30 Sep, 20 | 139 | -6.08% | 23,834,652 | -4.65% | 75.62% | 1.20% | 52 | -37.35% | 54 | 45.95% |
| 30 Jun, 20 | 148 | 7.25% | 24,996,938 | -1.23% | 79.41% | 1.22% | 83 | 9.21% | 37 | -9.76% |
| 31 Mar, 20 | 138 | -10.97% | 25,307,147 | -1.32% | 80.62% | 1.19% | 76 | -6.17% | 41 | -12.77% |
| 31 Dec, 19 | 155 | 2.65% | 25,645,533 | 2.54% | 82.24% | 1.28% | 81 | 22.73% | 47 | -2.08% |
| 30 Sep, 19 | 151 | -1.31% | 25,009,761 | 0.02% | 80.10% | 1.24% | 66 | -1.49% | 48 | 4.35% |
| 30 Jun, 19 | 153 | - | 25,003,938 | -1.22% | 80.26% | 1.21% | 67 | -9.46% | 46 | 2.22% |
| 31 Mar, 19 | 153 | -4.38% | 25,313,859 | 5.02% | 81.53% | 1.40% | 74 | -10.84% | 45 | -8.16% |
| 31 Dec, 18 | 160 | - | 24,102,839 | -4.62% | 76.35% | 1.20% | 83 | 3.75% | 49 | -7.55% |
| 30 Sep, 18 | 160 | -9.60% | 25,270,823 | -2.74% | 79.79% | 1.18% | 80 | -13.04% | 53 | 6.00% |
| 30 Jun, 18 | 177 | 1.14% | 25,982,715 | 3.26% | 82.32% | 1.28% | 92 | -1.08% | 50 | -1.96% |
| 31 Mar, 18 | 175 | -2.23% | 25,161,852 | 0.30% | 80.07% | 1.21% | 93 | 12.05% | 51 | -21.54% |
| 31 Dec, 17 | 179 | -1.65% | 25,087,105 | -7.29% | 81.34% | 1.05% | 83 | -8.79% | 65 | 8.33% |
| 30 Sep, 17 | 182 | 1.68% | 27,060,873 | 0.09% | 88.03% | 1.13% | 91 | -14.15% | 60 | 30.43% |
| 30 Jun, 17 | 179 | 1.70% | 27,037,434 | -1.22% | 88.24% | 1.09% | 106 | 10.42% | 46 | -9.80% |
| 31 Mar, 17 | 176 | -2.22% | 27,372,181 | 5.17% | 90.02% | 1.12% | 96 | -16.52% | 51 | 8.51% |
| 31 Dec, 16 | 180 | 16.13% | 26,025,882 | 12.28% | 89.81% | 1.25% | 115 | 43.75% | 47 | -4.08% |
| 30 Sep, 16 | 155 | -4.32% | 23,179,708 | 0.19% | 84.70% | 1.16% | 80 | - | 49 | -9.26% |
| 30 Jun, 16 | 162 | 10.20% | 23,135,128 | 7.39% | 85.43% | 1.34% | 80 | 6.67% | 54 | 12.50% |
| 31 Mar, 16 | 147 | 6.52% | 21,543,100 | 3.04% | 79.95% | 1.32% | 75 | 5.63% | 48 | 6.67% |
| 31 Dec, 15 | 138 | 5.34% | 20,906,726 | -31.44% | 77.76% | 0.60% | 71 | -12.35% | 45 | 50.00% |
| 30 Sep, 15 | 131 | 1.55% | 30,492,652 | 48.95% | 113.47% | 1.97% | 81 | 35.00% | 30 | -38.78% |
| 30 Jun, 15 | 129 | 1.57% | 20,472,214 | -0.23% | 75.97% | 1.30% | 60 | -13.04% | 49 | 22.50% |
| 31 Mar, 15 | 127 | 8.55% | 20,518,472 | 0.19% | 76.47% | 1.30% | 69 | 18.97% | 40 | 14.29% |
| 31 Dec, 14 | 117 | 7.34% | 20,478,839 | 2.17% | 76.77% | 1.37% | 58 | -3.33% | 35 | 9.38% |
| 30 Sep, 14 | 109 | -0.91% | 20,042,952 | 6.83% | 74.97% | 1.52% | 60 | -31.03% | 32 | 68.42% |
| 30 Jun, 14 | 110 | 10.00% | 18,762,274 | 22.73% | 70.19% | 1.77% | 87 | 61.11% | 19 | -42.42% |
| 31 Mar, 14 | 100 | 21.95% | 15,287,850 | 6.47% | 62.93% | 1.79% | 54 | -1.82% | 33 | 94.12% |
| 31 Dec, 13 | 82 | 9.33% | 14,358,748 | 4.69% | 59.27% | 1.92% | 55 | 7.84% | 17 | 30.77% |
| 30 Sep, 13 | 75 | 15.38% | 13,714,895 | 18.14% | 55.54% | 2.51% | 51 | -21.54% | 13 | - |
| 30 Jun, 13 | 65 | - | 11,608,671 | - | 47.07% | - | 65 | - | - | - |
| 30 Sep, 12 | 1 | - | 416 | - | 0.00% | 22655.00% | - | -100.00% | - | - |
| 30 Jun, 12 | 1 | - | 416 | - | 0.00% | - | 1 | - | - | - |
| 31 Dec, 10 | 1 | - | 360,397 | - | 4.12% | - | 1 | - | - | - |
Customers Bancorp Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of Customers Bancorp's stock was made by SIDHU JAY S on Apr 08 2024, selling 2,980 shares at $50.43 per share (valued at $150.28K). The last insider buy of CUBI was made by Sidhu Samvir S. on Aug 14 2024, buying 2,500 shares at $45.53 per share (worth $113.83K).
Customers Bancorp Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2026 | - | 3 | - |
| Q3 2024 | 1 | - | - |
| Q2 2024 | 19 | 26 | 73.08% |
| Q1 2024 | 16 | 24 | 66.67% |
| Q4 2023 | 10 | 12 | 83.33% |
| Q3 2023 | 9 | 5 | 180.00% |
| Q2 2023 | 36 | 31 | 116.13% |
| Q1 2023 | 17 | 17 | 100.00% |
| Q4 2022 | 8 | 6 | 133.33% |
| Q3 2022 | 7 | 1 | 700.00% |
| Q2 2022 | 14 | 11 | 127.27% |
| Q1 2022 | 14 | 17 | 82.35% |
| Q4 2021 | 27 | 46 | 58.70% |
| Q3 2021 | 8 | 5 | 160.00% |
| Q2 2021 | 16 | 24 | 66.67% |
| Q1 2021 | 23 | 54 | 42.59% |
| Q4 2020 | 13 | 27 | 48.15% |
| Q3 2020 | 11 | 16 | 68.75% |
| Q2 2020 | 20 | 12 | 166.67% |
| Q1 2020 | 27 | 50 | 54.00% |
0 total buy trades, and 3 total sell trades (buy/sell ratio of 0.00%) were made by Customers Bancorp's insiders, as of Q1 2026.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2026 | - | - | - |
| Q3 2024 | 1 | - | - |
| Q2 2024 | - | - | - |
| Q1 2024 | - | 2 | - |
| Q4 2023 | - | 8 | - |
| Q3 2023 | - | 4 | - |
| Q2 2023 | - | - | - |
| Q1 2023 | 3 | - | - |
| Q4 2022 | - | - | - |
| Q3 2022 | - | - | - |
| Q2 2022 | 3 | 1 | 300.00% |
| Q1 2022 | - | - | - |
| Q4 2021 | - | 24 | - |
| Q3 2021 | - | - | - |
| Q2 2021 | 6 | 15 | 40.00% |
| Q1 2021 | - | 19 | - |
| Q4 2020 | - | 10 | - |
| Q3 2020 | - | 6 | - |
| Q2 2020 | - | - | - |
| Q1 2020 | 1 | 14 | 7.14% |
As of Q1 2026, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Customers Bancorp's stocks.
Customers Bancorp Peer Ownership
| Ticker | Company |
|---|---|
| IBTX | Independent Bank Group, Inc. |
| HOMB | Home Bancshares, Inc. (Conway, AR) |
| PPBI | Pacific Premier Bancorp, Inc. |
| ABCB | Ameris Bancorp |
| CLBK | Columbia Financial, Inc. |
| OCFC | OceanFirst Financial Corp. |
| GBCI | Glacier Bancorp, Inc. |
| VLY | Valley National Bancorp |
| CFFN | Capitol Federal Financial, Inc. |
| KRNY | Kearny Financial Corp. |
| CNOB | ConnectOne Bancorp, Inc. |
| CATY | Cathay General Bancorp |
| FFIN | First Financial Bankshares, Inc. |
| BY | Byline Bancorp, Inc. |
CUBI Ownership FAQ
Who Owns Customers Bancorp?
Customers Bancorp is owned by institutional shareholders (31.39%), insiders (7.52%), and public (61.09%). The largest institutional shareholder of Customers Bancorp is BLACKROCK INC. (14.54% of total shares) and the top mutual fund owner is MATTHEW 25 FUND (6.73% of total shares).
Who are the major institutional shareholders of Customers Bancorp?
Customers Bancorp's major institutional shareholders are BLACKROCK INC., WELLINGTON MANAGEMENT GROUP LLP, DIMENSIONAL FUND ADVISORS LP, VANGUARD GROUP INC, and STATE STREET CORP. The top five shareholders own together 44.08% of the company's share outstanding.
How many Customers Bancorp shareholders are there?
As of Jun 2024, there are 127 institutional shareholders of Customers Bancorp.
What percentage of Customers Bancorp is owned by BLACKROCK INC?
BLACKROCK INC owns 4.58M shares of Customers Bancorp, representing 14.54% of the company's total shares outstanding, valued at $219.58M (as of Jun 2024).
What percentage of Customers Bancorp is owned by WELLINGTON MANAGEMENT GROUP LLP?
As of Jun 2024, WELLINGTON MANAGEMENT GROUP LLP holds 3.22M shares of Customers Bancorp (CUBI), compromising 10.24% of the company, valued at $154.64M.
What percentage of Customers Bancorp is owned by DIMENSIONAL FUND ADVISORS LP?
DIMENSIONAL FUND ADVISORS LP is the third largest holder of Customers Bancorp. The company owns 2.24M of the company's shares outstanding (worth $107.57M).