Customers Bancorp Ownership | Who Owns Customers Bancorp?
Customers Bancorp Ownership Summary
Customers Bancorp is owned by 78.58% institutional investors, 6.96% insiders, and 14.47% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.60% of CUBI shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.72% of its assets in Customers Bancorp shares.
CUBI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Customers Bancorp | 78.58% | 6.96% | 14.47% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Regional Banks Stocks | 31.75% | 12.70% | 55.55% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 4.99M | 14.60% | $346.49M |
| Blackrock | 4.58M | 14.54% | $219.58M |
| Wellington management group llp | 3.70M | 11.71% | $241.76M |
| Vanguard group | 2.22M | 6.50% | $162.42M |
| State street | 1.80M | 5.70% | $117.67M |
| Dimensional fund advisors lp | 1.94M | 5.68% | $134.86M |
| Hood river capital management | 1.71M | 5.42% | $111.92M |
| Ubs group | 1.03M | 3.01% | $71.42M |
| American century companies | 945.83K | 2.99% | $61.83M |
| Assenagon asset management | 778.79K | 2.28% | $54.06M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Tieton capital management | 261.74K | 6.08% | $18.17M |
| Gator capital management | 191.57K | 2.72% | $13.30M |
| Philadelphia financial management of san francisco | 124.10K | 2.49% | $8.61M |
| Access investment management | 132.41K | 2.33% | $8.66M |
| Sippican capital advisors | 39.75K | 1.89% | $2.76M |
| Hood river capital management | 1.71M | 1.32% | $111.92M |
| Aristotle capital boston | 284.41K | 1.23% | $19.74M |
| Shellback capital, lp | 264.62K | 1.10% | $17.30M |
| Srn advisors | 20.18K | 1.08% | $1.19M |
| Ejf capital | 22.00K | 1.08% | $1.53M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs group | 1.03M | 0.01% | 754.98K |
| Assenagon asset management | 778.79K | 0.08% | 529.99K |
| State street | 1.80M | 0.00% | 318.68K |
| Shellback capital, lp | 264.62K | 1.10% | 264.62K |
| Vanguard fiduciary trust | 206.06K | 0.00% | 206.06K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Anatole investment management | - | - | -299.50K |
| Jpmorgan chase | 210.52K | 0.00% | -224.93K |
| Northwestern mutual wealth management | - | - | -222.64K |
| Driehaus capital management | 623.51K | 0.32% | -142.69K |
| First eagle investment management | - | - | -139.29K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 206.06K | 0.00% | 206.06K | $14.30M |
| Burkehill global management, lp | 60.00K | 0.22% | 60.00K | $3.92M |
| Fortress investment group | 43.76K | 0.38% | 43.76K | $2.86M |
| Walleye capital | 28.51K | 0.01% | 28.51K | $1.98M |
| Vanguard global advisers | 27.02K | 0.00% | 27.02K | $1.88M |
Sold Out
| Holder | Change |
|---|---|
| Parallel advisors | -1.00 |
| Mendota financial group | -3.00 |
| Huntington national bank | -4.00 |
| Hexagon capital partners | -6.00 |
| Corecap advisors | -6.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 231 | -13.81% | 26,864,459 | -12.89% | 78 | 0.82% | 134 | -8.22% | 68 | -13.92% |
| Sep 30, 2025 | 261 | 6.10% | 30,833,995 | 9.24% | 97 | 1.22% | 141 | 25.89% | 79 | -9.20% |
| Jun 30, 2025 | 243 | 0.83% | 28,140,210 | -0.82% | 89 | 1.09% | 111 | 3.74% | 85 | -3.41% |
| Mar 31, 2025 | 238 | -2.06% | 28,350,432 | 2.30% | 90 | 1.17% | 106 | -3.64% | 87 | - |
| Dec 31, 2024 | 239 | -3.63% | 27,711,269 | -2.42% | 87 | 1.08% | 108 | -14.96% | 86 | 30.30% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.93M | 5.72% | - |
| Vanguard US Total Market Shares ETF | 901.22K | 2.86% | - |
| Vanguard Total Stock Mkt Idx Inv | 976.90K | 2.86% | 7.28K |
| Hood River Small-Cap Growth Instl | 966.03K | 2.83% | 966.03K |
| Avantis US Small Cap Value ETF | 883.82K | 2.62% | - |
| iShares Russell 2000 ETF | 769.74K | 2.28% | - |
| State Street® SPDR® S&PRgnllBkgETF | 543.40K | 1.61% | -5.02K |
| US Small-Cap Growth II Equity Comp | 392.30K | 1.16% | -99.70K |
| T. Rowe Price New Horizons | 392.30K | 1.15% | -99.20K |
| DFA US Small Cap Value I | 375.99K | 1.12% | 13.27K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 12, 2026 | Sidhu Samvir S. | CEO | Buy | $72.58K |
| May 11, 2026 | Watkins Philip | EVP, Head of Corp Development | Sell | $227.02K |
| Dec 09, 2025 | Velasquez Jessie John Deano | Chief Accounting Officer | Sell | $159.29K |
| Dec 03, 2025 | SIDHU JAY S | Chairman & CEO | Sell | $8.90M |
| Nov 25, 2025 | SIDHU JAY S | Chairman & CEO | Sell | $523.95K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 1 | 1 |
| 2026 Q1 | - | - |
| 2024 Q3 | 1 | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | 2 |
CUBI Ownership FAQ
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