Customers Bancorp Ownership 2024 | Who Owns Customers Bancorp Now?
Institutional Ownership
43.62%
Insider Ownership
7.51%
Retail Ownership
48.86%
Institutional Holders
112.00
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. | 14.57% | 0.01% | 4,571,866 | 12,068 | 0.26% | 242,583,210 | Mar 31, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 7.08% | 0.03% | 2,220,819 | 66,867 | 3.10% | 117,836,656 | Mar 31, 2024 |
| VANGUARD GROUP INC | 6.97% | 0.00% | 2,186,920 | 111,654 | 5.38% | 116,037,975 | Mar 31, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 6.53% | 0.02% | 2,048,513 | 333,459 | 19.44% | 108,694,100 | Mar 31, 2024 |
| STATE STREET CORP | 5.00% | 0.00% | 1,570,326 | 83,982 | 5.65% | 83,321,498 | Mar 31, 2024 |
| JPMORGAN CHASE & CO | 2.03% | 0.00% | 636,163 | -51,780 | -7.53% | 33,754,809 | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.00% | 0.00% | 628,258 | 20,999 | 3.46% | 33,340,354 | Mar 31, 2024 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 1.92% | 0.32% | 602,354 | -83,789 | -12.21% | 31,960,903 | Mar 31, 2024 |
| MORGAN STANLEY | 1.92% | 0.00% | 601,098 | -7,655 | -1.26% | 31,894,330 | Mar 31, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.91% | 0.02% | 599,268 | 138,110 | 29.95% | 31,797,160 | Mar 31, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 1.83% | 0.01% | 573,692 | 46,272 | 8.77% | 30,440,097 | Mar 31, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.32% | 0.01% | 412,890 | 4,970 | 1.22% | 21,907,943 | Mar 31, 2024 |
| ARISTOTLE CAPITAL BOSTON, LLC | 1.28% | 0.65% | 402,526 | -52,949 | -11.63% | 21,358,030 | Mar 31, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 1.14% | 0.08% | 358,074 | -103,440 | -22.41% | 18,999,406 | Mar 31, 2024 |
| INVESCO LTD. | 1.11% | 0.00% | 347,597 | 7,203 | 2.12% | 18,443,496 | Mar 31, 2024 |
| LSV ASSET MANAGEMENT | 1.04% | 0.04% | 327,200 | -26,200 | -7.41% | 17,361,000 | Mar 31, 2024 |
| NORTHERN TRUST CORP | 0.98% | 0.00% | 306,951 | -10,615 | -3.34% | 16,286,819 | Mar 31, 2024 |
| GREAT LAKES ADVISORS, LLC | 0.97% | 0.14% | 305,428 | 14,843 | 5.11% | 16,206,010 | Mar 31, 2024 |
| PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC | 0.95% | 2.71% | 299,013 | 95,832 | 47.17% | 15,865,630 | Mar 31, 2024 |
| HOOD RIVER CAPITAL MANAGEMENT LLC | 0.90% | 0.33% | 282,601 | -5,079 | -1.77% | 14,994,809 | Mar 31, 2024 |
Customers Bancorp's largest institutional shareholder is BLACKROCK INC., holding 14.57% of the company's total share outstanding, currently valued at $242.58M. The top 10 institutional shareholders own together 49.91% 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 | 0.77% | 6.68% | 240,153 | 1,505 | 0.63% | 12,743,000 | Mar 31, 2024 |
| ACCESS INVESTMENT MANAGEMENT LLC | 0.90% | 4.93% | 281,130 | 75 | 0.03% | 14,916,758 | Mar 31, 2024 |
| GATOR CAPITAL MANAGEMENT, LLC | 0.35% | 3.00% | 110,100 | 110,100 | 100.00% | 5,841,906 | Mar 31, 2024 |
| PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC | 0.95% | 2.71% | 299,013 | 95,832 | 47.17% | 15,865,630 | Mar 31, 2024 |
| ELIZABETH PARK CAPITAL ADVISORS, LTD. | 0.15% | 2.04% | 46,239 | 504 | 1.10% | 2,453,441 | Mar 31, 2024 |
| QUANTEDGE CAPITAL PTE LTD | 0.25% | 1.74% | 78,100 | -11,100 | -12.44% | 4,143,986 | Mar 31, 2024 |
| CRAWFORD FUND MANAGEMENT, LLC | 0.37% | 1.49% | 116,824 | 15,900 | 15.75% | 6,198,682 | Mar 31, 2024 |
| EJF CAPITAL LLC | 0.12% | 1.43% | 38,827 | -10,194 | -20.80% | 2,060,161 | Mar 31, 2024 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 0.80% | 1.04% | 250,000 | 250,000 | 100.00% | 13,265,000 | Mar 31, 2024 |
| SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 0.06% | 0.68% | 20,382 | 180 | 0.89% | 1,081,469 | Mar 31, 2024 |
| ARISTOTLE CAPITAL BOSTON, LLC | 1.28% | 0.65% | 402,526 | -52,949 | -11.63% | 21,358,030 | Mar 31, 2024 |
| DE LISLE PARTNERS LLP | 0.17% | 0.64% | 52,020 | 52,020 | 100.00% | 2,758,880 | Mar 31, 2024 |
| OPTIONS SOLUTIONS, LLC | 0.06% | 0.60% | 19,890 | 19,890 | 100.00% | 1,055,363 | Mar 31, 2024 |
| DENALI ADVISORS LLC | 0.11% | 0.54% | 34,344 | -50,600 | -59.57% | 1,822,293 | Mar 31, 2024 |
| HUSSMAN STRATEGIC ADVISORS, INC. | 0.13% | 0.52% | 42,000 | - | - | 2,228,520 | Mar 31, 2024 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 0.38% | 0.50% | 120,000 | 120,000 | 100.00% | 6,367,200 | Mar 31, 2024 |
| MRAZ, AMERINE & ASSOCIATES, INC. | 0.13% | 0.42% | 42,349 | -2,063 | -4.65% | 2,247,038 | Mar 31, 2024 |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 0.11% | 0.42% | 35,935 | -9,432 | -20.79% | 1,906,711 | Mar 31, 2024 |
| NUMERAI GP LLC | 0.06% | 0.40% | 17,253 | -997 | -5.46% | 915,444 | Mar 31, 2024 |
| WAKEFIELD ASSET MANAGEMENT LLLP | 0.07% | 0.39% | 20,967 | -953 | -4.35% | 1,112,510 | Mar 31, 2024 |
The largest Customers Bancorp shareholder by % of total assets is TIETON CAPITAL MANAGEMENT, LLC. The company owns 240.15K shares of Customers Bancorp (CUBI), representing 6.68% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 6.53% | 0.02% | 2,048,513 | 333,459 | 19.44% | 108,694,100 | Mar 31, 2024 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 0.80% | 1.04% | 250,000 | 250,000 | 100.00% | 13,265,000 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.56% | 0.00% | 175,600 | 175,600 | 100.00% | 9,317,336 | Mar 31, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.91% | 0.02% | 599,268 | 138,110 | 29.95% | 31,797,160 | Mar 31, 2024 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 0.38% | 0.50% | 120,000 | 120,000 | 100.00% | 6,367,200 | Mar 31, 2024 |
| VANGUARD GROUP INC | 6.97% | 0.00% | 2,186,920 | 111,654 | 5.38% | 116,037,975 | Mar 31, 2024 |
| GATOR CAPITAL MANAGEMENT, LLC | 0.35% | 3.00% | 110,100 | 110,100 | 100.00% | 5,841,906 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.34% | 0.00% | 106,600 | 106,600 | 100.00% | 5,656,196 | Mar 31, 2024 |
| PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC | 0.95% | 2.71% | 299,013 | 95,832 | 47.17% | 15,865,630 | Mar 31, 2024 |
| STATE STREET CORP | 5.00% | 0.00% | 1,570,326 | 83,982 | 5.65% | 83,321,498 | Mar 31, 2024 |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 0.26% | 0.34% | 80,400 | 80,400 | 100.00% | 4,266,024 | Mar 31, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 7.08% | 0.03% | 2,220,819 | 66,867 | 3.10% | 117,836,656 | Mar 31, 2024 |
| EAGLE ASSET MANAGEMENT INC | 0.41% | 0.03% | 127,316 | 63,456 | 99.37% | 6,594,968 | Mar 31, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.20% | 0.01% | 61,820 | 61,820 | 100.00% | 3,280,000 | Mar 31, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.19% | 0.01% | 59,902 | 59,902 | 100.00% | 3,178,400 | Mar 31, 2024 |
| DE LISLE PARTNERS LLP | 0.17% | 0.64% | 52,020 | 52,020 | 100.00% | 2,758,880 | Mar 31, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.49% | 0.01% | 154,614 | 51,134 | 49.41% | 8,204,000 | Mar 31, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 1.83% | 0.01% | 573,692 | 46,272 | 8.77% | 30,440,097 | Mar 31, 2024 |
| FRANKLIN RESOURCES INC | 0.19% | 0.00% | 58,900 | 36,488 | 162.81% | 3,125,234 | Mar 31, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 0.57% | 0.01% | 177,384 | 29,974 | 20.33% | 9,411,995 | Mar 31, 2024 |
As of Mar 31 2024, Customers Bancorp's largest institutional buyer is WELLINGTON MANAGEMENT GROUP LLP. The company purchased 333.46K stocks of CUBI, valued at $108.69M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TOROSO INVESTMENTS, LLC | 0.63% | 0.17% | 197,290 | -252,250 | -56.11% | 10,468,207 | Mar 31, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.23% | 0.01% | 72,135 | -111,034 | -60.62% | 3,827,483 | Mar 31, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 1.14% | 0.08% | 358,074 | -103,440 | -22.41% | 18,999,406 | Mar 31, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | - | - | - | -94,860 | -100.00% | - | Mar 31, 2024 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 1.92% | 0.32% | 602,354 | -83,789 | -12.21% | 31,960,903 | Mar 31, 2024 |
| EAM GLOBAL INVESTORS LLC | - | - | - | -78,116 | -100.00% | - | Mar 31, 2024 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | - | - | - | -71,000 | -100.00% | - | Mar 31, 2024 |
| EAM INVESTORS, LLC | - | - | - | -69,864 | -100.00% | - | Mar 31, 2024 |
| ADVISORY RESEARCH INC | - | - | - | -54,080 | -100.00% | - | Mar 31, 2024 |
| ARISTOTLE CAPITAL BOSTON, LLC | 1.28% | 0.65% | 402,526 | -52,949 | -11.63% | 21,358,030 | Mar 31, 2024 |
| JPMORGAN CHASE & CO | 2.03% | 0.00% | 636,163 | -51,780 | -7.53% | 33,754,809 | Mar 31, 2024 |
| DENALI ADVISORS LLC | 0.11% | 0.54% | 34,344 | -50,600 | -59.57% | 1,822,293 | Mar 31, 2024 |
| CITADEL ADVISORS LLC | 0.28% | 0.00% | 87,106 | -44,533 | -33.83% | 4,621,844 | Mar 31, 2024 |
| JANE STREET GROUP, LLC | 0.04% | 0.00% | 11,251 | -38,024 | -77.17% | 596,978 | Mar 31, 2024 |
| AMUNDI | 0.02% | 0.00% | 5,018 | -32,624 | -86.67% | 234,993 | Mar 31, 2024 |
| DEUTSCHE BANK AG\ | 0.35% | 0.00% | 110,658 | -26,985 | -19.61% | 5,871,513 | Mar 31, 2024 |
| LSV ASSET MANAGEMENT | 1.04% | 0.04% | 327,200 | -26,200 | -7.41% | 17,361,000 | Mar 31, 2024 |
| NEW YORK STATE COMMON RETIREMENT FUND | 0.08% | 0.00% | 26,340 | -26,175 | -49.84% | 1,398,000 | Mar 31, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.83% | 0.00% | 261,078 | -25,366 | -8.86% | 13,852,820 | Mar 31, 2024 |
| CAPULA MANAGEMENT LTD | - | - | - | -25,177 | -100.00% | - | Mar 31, 2024 |
As of Mar 31 2024, Customers Bancorp's biggest institutional seller is TOROSO INVESTMENTS, LLC. The company sold -0.25M shares of CUBI, valued at $10.47M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.56% | 0.00% | 175,600 | 175,600 | 100.00% | 9,317,336 | Mar 31, 2024 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 0.38% | 0.50% | 120,000 | 120,000 | 100.00% | 6,367,200 | Mar 31, 2024 |
| GATOR CAPITAL MANAGEMENT, LLC | 0.35% | 3.00% | 110,100 | 110,100 | 100.00% | 5,841,906 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.34% | 0.00% | 106,600 | 106,600 | 100.00% | 5,656,196 | Mar 31, 2024 |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 0.26% | 0.34% | 80,400 | 80,400 | 100.00% | 4,266,024 | Mar 31, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.19% | 0.01% | 59,902 | 59,902 | 100.00% | 3,178,400 | Mar 31, 2024 |
| DE LISLE PARTNERS LLP | 0.17% | 0.64% | 52,020 | 52,020 | 100.00% | 2,758,880 | Mar 31, 2024 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.08% | 0.06% | 25,117 | 25,117 | 100.00% | 1,332,708 | Mar 31, 2024 |
| JUMP FINANCIAL, LLC | 0.07% | 0.03% | 23,333 | 23,333 | 100.00% | 1,238,049 | Mar 31, 2024 |
| OPTIONS SOLUTIONS, LLC | 0.06% | 0.60% | 19,890 | 19,890 | 100.00% | 1,055,363 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.05% | 0.00% | 16,056 | 16,056 | 100.00% | 851,931 | Mar 31, 2024 |
| SUMMIT GLOBAL INVESTMENTS | 0.03% | 0.04% | 10,945 | 10,945 | 100.00% | 581,000 | Mar 31, 2024 |
| ALPS ADVISORS INC | 0.02% | 0.00% | 6,460 | 6,460 | 100.00% | 342,768 | Mar 31, 2024 |
| INTEGRATED ADVISORS NETWORK LLC | 0.02% | 0.02% | 6,342 | 6,342 | 100.00% | 336,507 | Mar 31, 2024 |
| HANCOCK WHITNEY CORP | 0.02% | 0.01% | 5,925 | 5,925 | 100.00% | 314,386 | Mar 31, 2024 |
| 0.02% | 0.01% | 5,697 | 5,697 | 100.00% | 302,283 | Mar 31, 2024 | |
| CENTIVA CAPITAL, LP | 0.02% | 0.01% | 5,614 | 5,614 | 100.00% | 297,879 | Mar 31, 2024 |
| OMERS ADMINISTRATION CORP | 0.01% | 0.00% | 4,200 | 4,200 | 100.00% | 222,852 | Mar 31, 2024 |
| CAPSTONE INVESTMENT ADVISORS, LLC | 0.01% | 0.00% | 4,144 | 4,144 | 100.00% | 219,881 | Mar 31, 2024 |
| HSBC HOLDINGS PLC | 0.01% | 0.00% | 4,006 | 4,006 | 100.00% | 212,525 | Mar 31, 2024 |
| 0.00% | 0.00% | 230 | 230 | 100.00% | 11,268 | Mar 31, 2024 | |
| CIBC PRIVATE WEALTH GROUP, LLC | 0.00% | - | 91 | 91 | 100.00% | 4,714,000 | Mar 31, 2024 |
| HARBOR INVESTMENT ADVISORY, LLC | 0.00% | 0.00% | 38 | 38 | 100.00% | 2,016,000 | Mar 31, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.00% | 21 | 21 | 100.00% | 1,114 | Mar 31, 2024 |
| CONTINUUM ADVISORY, LLC | 0.00% | 0.00% | 21 | 21 | 100.00% | 1,016,000 | Mar 31, 2024 |
| UMB BANK, N.A. | - | - | 12 | 12 | 100.00% | 637 | Mar 31, 2024 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | - | - | 10 | 10 | 100.00% | 531,000 | Mar 31, 2024 |
Customers Bancorp's largest new institutional shareholder by number of shares is SUSQUEHANNA INTERNATIONAL GROUP, LLP, purchased 175.60K shares, valued at $9.32M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| JEFFERIES FINANCIAL GROUP INC. | - | - | - | -94,860 | -100.00% | - | Mar 31, 2024 |
| EAM GLOBAL INVESTORS LLC | - | - | - | -78,116 | -100.00% | - | Mar 31, 2024 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | - | - | - | -71,000 | -100.00% | - | Mar 31, 2024 |
| EAM INVESTORS, LLC | - | - | - | -69,864 | -100.00% | - | Mar 31, 2024 |
| ADVISORY RESEARCH INC | - | - | - | -54,080 | -100.00% | - | Mar 31, 2024 |
| CAPULA MANAGEMENT LTD | - | - | - | -25,177 | -100.00% | - | Mar 31, 2024 |
| MARSHALL WACE, LLP | - | - | - | -20,273 | -100.00% | - | Mar 31, 2024 |
| SEMANTEON CAPITAL MANAGEMENT, LP | - | - | - | -19,701 | -100.00% | - | Mar 31, 2024 |
| WALLEYE CAPITAL LLC | - | - | - | -17,281 | -100.00% | - | Mar 31, 2024 |
| AE WEALTH MANAGEMENT LLC | - | - | - | -15,736 | -100.00% | - | Mar 31, 2024 |
| CANADA PENSION PLAN INVESTMENT BOARD | - | - | - | -13,989 | -100.00% | - | Mar 31, 2024 |
| AFFINITY INVESTMENT ADVISORS, LLC | - | - | - | -11,426 | -100.00% | - | Mar 31, 2024 |
| FIRST HAWAIIAN BANK | - | - | - | -11,130 | -100.00% | - | Mar 31, 2024 |
| BAYESIAN CAPITAL MANAGEMENT, LP | - | - | - | -10,131 | -100.00% | - | Mar 31, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -9,827 | -100.00% | - | Mar 31, 2024 |
| ALPHA DNA INVESTMENT MANAGEMENT LLC | - | - | - | -9,260 | -100.00% | - | Mar 31, 2024 |
| CORTON CAPITAL INC. | - | - | - | -8,826 | -100.00% | - | Mar 31, 2024 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | - | - | - | -8,171 | -100.00% | - | Mar 31, 2024 |
| MACH-1 FINANCIAL GROUP, LLC | - | - | - | -8,154 | -100.00% | - | Mar 31, 2024 |
| STRS OHIO | - | - | - | -6,100 | -100.00% | - | Mar 31, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | - | - | - | -5,757 | -100.00% | - | Mar 31, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | - | - | - | -5,032 | -100.00% | - | Mar 31, 2024 |
| WOLVERINE TRADING, LLC | - | - | - | -5,000 | -100.00% | - | Mar 31, 2024 |
| CAPTRUST FINANCIAL ADVISORS | - | - | - | -4,896 | -100.00% | - | Mar 31, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | - | - | - | -4,800 | -100.00% | - | Mar 31, 2024 |
| AXQ CAPITAL, LP | - | - | - | -4,000 | -100.00% | - | Mar 31, 2024 |
| ORACLE ALPHA INC. | - | - | - | -3,860 | -100.00% | - | Mar 31, 2024 |
| PICTET ASSET MANAGEMENT HOLDING SA | - | - | - | -3,748 | -100.00% | - | Mar 31, 2024 |
| ARCUS CAPITAL PARTNERS, LLC | - | - | - | -3,178 | -100.00% | - | Mar 31, 2024 |
| CUTLER GROUP LLC / CA | - | - | - | -400 | -100.00% | - | Mar 31, 2024 |
| NEWEDGE ADVISORS, LLC | - | - | - | -246 | -100.00% | - | Mar 31, 2024 |
| HEADLANDS TECHNOLOGIES LLC | - | - | - | -227 | -100.00% | - | Mar 31, 2024 |
| WEST TOWER GROUP, LLC | - | - | - | -206 | -100.00% | - | Mar 31, 2024 |
| GLASSMAN WEALTH SERVICES | - | - | - | -204 | -100.00% | - | Mar 31, 2024 |
| THOMPSON SIEGEL & WALMSLEY LLC | - | - | - | -104 | -100.00% | - | Mar 31, 2024 |
| BOKF, NA | - | - | - | -85 | -100.00% | - | Mar 31, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -83 | -100.00% | - | Mar 31, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -40 | -100.00% | - | Mar 31, 2024 |
| HUNTINGTON NATIONAL BANK | - | - | - | -28 | -100.00% | - | Mar 31, 2024 |
| CAROLINAS WEALTH CONSULTING LLC | - | - | - | -20 | -100.00% | - | Mar 31, 2024 |
| TFO-TDC, LLC | - | - | - | -14 | -100.00% | - | Mar 31, 2024 |
| ROSENBERG MATTHEW HAMILTON | - | - | - | -5 | -100.00% | - | Mar 31, 2024 |
Customers Bancorp's largest sold out institutional shareholder by shares sold is JEFFERIES FINANCIAL GROUP INC., sold -94.86K shares, valued at -, as of undefined.
Customers Bancorp Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| MATTHEW 25 FUND | 7.45% | 352,500 | - | - | Dec 31, 2023 |
| Vanguard Montgomery Funds | 1.23% | 49,479 | 27,076 | 120.86% | Dec 31, 2023 |
| Manager Directed Portfolios | 0.83% | 135,304 | - | - | Jan 31, 2024 |
| LORD ABBETT DEVELOPING GROWTH FUND, INC. | 0.68% | 633,861 | - | - | Jan 31, 2024 |
| Siren ETF Trust | 0.58% | 32,631 | 12,614 | 63.02% | Dec 31, 2023 |
| Angel Oak Financial Strategies Income Term Trust | 0.40% | 1,750,000 | - | - | Jan 31, 2024 |
| World Funds Trust | 0.18% | 102,313 | 17,025 | 19.96% | Jan 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 |
| BUFFALO FUNDS | 0.14% | 297,705 | - | - | Dec 31, 2023 |
| LORD ABBETT RESEARCH FUND INC | 0.11% | 108,511 | - | - | Feb 29, 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 |
| Vericimetry Funds | 0.09% | 9,915 | - | - | Dec 31, 2023 |
| EntrepreneurShares Series Trust | 0.09% | 22,761 | - | - | Dec 31, 2023 |
| ROYCE CAPITAL FUND | 0.08% | 30,300 | -1,700 | -5.31% | Dec 31, 2023 |
| 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 |
| ROYCE VALUE TRUST, INC. | 0.05% | 57,093 | -1,658 | -2.82% | Dec 31, 2023 |
| VICTORY VARIABLE INSURANCE FUNDS | 0.05% | 23,230 | - | - | Dec 31, 2023 |
| Amplify ETF Trust | 0.04% | 483,530 | 174,806 | 56.62% | Jan 31, 2024 |
| AMG Funds I | 0.04% | 62,419 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.04% | 19,111 | - | - | Dec 31, 2023 |
| VANGUARD ADMIRAL FUNDS | 0.04% | 153,491 | -11,327 | -6.87% | Feb 29, 2024 |
| BRIDGEWAY FUNDS INC | 0.03% | 79,591 | - | - | Dec 29, 2023 |
| 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 |
| ROYCE FUND | 0.02% | 148,875 | 76,375 | 105.34% | Dec 31, 2023 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.02% | 13,932 | -217 | -1.53% | Mar 31, 2024 |
| FORUM FUNDS II | 0.02% | 16,235 | - | - | Jan 31, 2024 |
| SYNTAX ETF TRUST | 0.02% | 491 | -210 | -29.96% | Dec 31, 2023 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.01% | 54,211 | -30,976 | -36.36% | Jan 31, 2024 |
| DRIEHAUS MUTUAL FUNDS | 0.01% | 105,922 | 25,282 | 31.35% | Dec 29, 2023 |
| 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 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 4,386 | 178 | 4.23% | Dec 31, 2023 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 12 | 0.01% | 7,600 | - | - | Jan 31, 2024 |
| IndexIQ ETF Trust | 0.01% | 19,375 | - | - | Jan 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 52,129 | 4,453 | 9.34% | Dec 31, 2023 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.01% | 94,600 | - | - | Dec 31, 2023 |
| VANGUARD HORIZON FUNDS | 0.01% | 122,735 | 53,260 | 76.66% | Dec 31, 2023 |
| Listed Funds Trust | 0.01% | 2,496 | - | - | Feb 29, 2024 |
| Bernstein Fund Inc | 0.01% | 57,640 | 21,540 | 59.67% | Dec 31, 2023 |
| Advisors Preferred Trust | 0.00% | 34,556 | 11,285 | 48.49% | Mar 31, 2024 |
| DIREXION FUNDS | 0.00% | 7,000 | - | - | Feb 29, 2024 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) | 0.00% | 166,634 | - | - | Dec 31, 2023 |
| 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 | - | - | Dec 31, 2023 |
| VANGUARD INDEX FUNDS | 0.00% | 1,670,834 | 320,982 | 23.78% | Dec 31, 2023 |
| 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 |
| VANGUARD QUANTITATIVE FUNDS | 0.00% | 26,400 | 24,265 | 1136.53% | Dec 31, 2023 |
| ETF Managers Trust | 0.00% | 22,120 | - | - | Dec 31, 2023 |
| VICTORY PORTFOLIOS | 0.00% | 85,107 | - | - | Dec 31, 2023 |
| TIAA-CREF LIFE FUNDS | 0.00% | 7,337 | -119 | -1.60% | Dec 31, 2023 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 217,075 | 107,166 | 97.50% | 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 |
| ALLSPRING MASTER TRUST | 0.00% | 156,127 | -27,850 | -15.14% | Feb 29, 2024 |
| UNIFIED SERIES TRUST | 0.00% | 10,000 | -10,000 | -50.00% | Feb 29, 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 |
| SCHWAB STRATEGIC TRUST | 0.00% | 262,094 | 254,772 | 3479.54% | Feb 29, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 248,289 | 8,709 | 3.64% | Feb 29, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 2,844 | - | - | Dec 31, 2023 |
| AdvisorShares Trust | 0.00% | 3,380 | - | - | Dec 29, 2023 |
| 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 |
| LORD ABBETT SERIES FUND INC | 0.00% | 23,836 | - | - | Dec 31, 2023 |
| RYDEX VARIABLE TRUST | 0.00% | 1,168 | 1,151 | 6770.59% | Dec 31, 2023 |
| Nushares ETF Trust | 0.00% | 7,006 | - | - | Jan 31, 2024 |
| PRAXIS MUTUAL FUNDS | 0.00% | 10,660 | - | - | Dec 31, 2023 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.00% | 2,111 | -5,340 | -71.67% | Dec 31, 2023 |
| Cambria ETF Trust | 0.00% | 7,647 | 1,299 | 20.46% | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 26,094 | -172 | -0.65% | Dec 31, 2023 |
| SHELTON FUNDS | 0.00% | 1,375 | - | - | Feb 29, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 3,081 | - | - | Dec 31, 2023 |
| VANGUARD TAX-MANAGED FUNDS | 0.00% | 234,515 | -1,671 | -0.71% | Dec 31, 2023 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 8,600 | - | - | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 18,959 | 1,992 | 11.74% | Dec 31, 2023 |
| JPMORGAN INSURANCE TRUST | 0.00% | 8,400 | - | - | Mar 31, 2023 |
| STEWARD FUNDS, INC. | 0.00% | 1,474 | -216 | -12.78% | Jan 31, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 83,764 | 19,362 | 30.06% | Dec 31, 2023 |
| Brinker Capital Destinations Trust | 0.00% | 35,913 | -12,741 | -26.19% | Feb 29, 2024 |
| STERLING CAPITAL FUNDS | 0.00% | 11,156 | -361 | -3.13% | Dec 29, 2023 |
| ALPS ETF Trust | 0.00% | 6,124 | - | - | Feb 29, 2024 |
| SunAmerica Specialty Series | 0.00% | 237 | - | - | Apr 30, 2021 |
| TIMOTHY PLAN | 0.00% | 2,015 | - | - | Mar 31, 2024 |
| ETF Series Solutions | 0.00% | 7,110 | -3,589 | -33.55% | Feb 29, 2024 |
| RBB FUND, INC. | 0.00% | 40,026 | - | - | Feb 29, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 52,500 | - | - | Dec 31, 2023 |
| GPS Funds I | 0.00% | 2,096 | - | - | Dec 31, 2023 |
Customers Bancorp's largest mutual fund holder by % of total assets is "MATTHEW 25 FUND", owning 352.50K shares, compromising 7.45% of its total assets.
Customers Bancorp Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 31 Mar, 24 | 112 | -56.08% |
| 31 Dec, 23 | 255 | 18.60% |
| 30 Sep, 23 | 215 | 9.69% |
| 30 Jun, 23 | 196 | 10.73% |
| 31 Mar, 23 | 177 | -14.49% |
| 31 Dec, 22 | 207 | 2.99% |
| 30 Sep, 22 | 201 | -5.63% |
| 30 Jun, 22 | 213 | -8.58% |
| 31 Mar, 22 | 233 | 4.02% |
| 31 Dec, 21 | 224 | 8.21% |
| 30 Sep, 21 | 207 | 4.55% |
| 30 Jun, 21 | 198 | 13.14% |
| 31 Mar, 21 | 175 | 17.45% |
| 31 Dec, 20 | 149 | 8.76% |
| 30 Sep, 20 | 137 | -6.16% |
| 30 Jun, 20 | 146 | 6.57% |
| 31 Mar, 20 | 137 | -10.46% |
| 31 Dec, 19 | 153 | 3.38% |
| 30 Sep, 19 | 148 | -1.33% |
| 30 Jun, 19 | 150 | -1.96% |
| 31 Mar, 19 | 153 | -4.38% |
| 31 Dec, 18 | 160 | 1.27% |
| 30 Sep, 18 | 158 | -8.67% |
| 30 Jun, 18 | 173 | 1.76% |
| 31 Mar, 18 | 170 | -3.41% |
| 31 Dec, 17 | 176 | -2.22% |
| 30 Sep, 17 | 180 | 1.12% |
| 30 Jun, 17 | 178 | 2.30% |
| 31 Mar, 17 | 174 | -2.25% |
| 31 Dec, 16 | 178 | 14.84% |
| 30 Sep, 16 | 155 | -4.32% |
| 30 Jun, 16 | 162 | 10.96% |
| 31 Mar, 16 | 146 | 6.57% |
| 31 Dec, 15 | 137 | 5.38% |
| 30 Sep, 15 | 130 | 1.56% |
| 30 Jun, 15 | 128 | 1.59% |
| 31 Mar, 15 | 126 | 9.57% |
| 31 Dec, 14 | 115 | 6.48% |
| 30 Sep, 14 | 108 | - |
| 30 Jun, 14 | 108 | 8.00% |
| 31 Mar, 14 | 100 | 23.46% |
| 31 Dec, 13 | 81 | 9.46% |
| 30 Sep, 13 | 74 | 15.63% |
| 30 Jun, 13 | 64 | - |
| 30 Sep, 12 | 1 | - |
| 30 Jun, 12 | 1 | - |
| 31 Dec, 10 | 1 | - |
As of 31 Mar 24, 112 institutions are holding Customers Bancorp's shares, representing a decrease of -56.08% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 31 Mar, 24 | 13,690,700 | -49.07% |
| 31 Dec, 23 | 26,879,768 | 5.57% |
| 30 Sep, 23 | 25,461,973 | -0.81% |
| 30 Jun, 23 | 25,670,919 | -0.86% |
| 31 Mar, 23 | 25,892,913 | -4.60% |
| 31 Dec, 22 | 27,141,216 | -1.00% |
| 30 Sep, 22 | 27,414,981 | -1.29% |
| 30 Jun, 22 | 27,774,424 | -2.35% |
| 31 Mar, 22 | 28,441,779 | 2.54% |
| 31 Dec, 21 | 27,736,473 | 6.28% |
| 30 Sep, 21 | 26,098,128 | 0.84% |
| 30 Jun, 21 | 25,881,282 | 6.02% |
| 31 Mar, 21 | 24,412,573 | 3.46% |
| 31 Dec, 20 | 23,596,496 | -0.94% |
| 30 Sep, 20 | 23,821,521 | -4.66% |
| 30 Jun, 20 | 24,985,665 | -1.27% |
| 31 Mar, 20 | 25,307,047 | -1.32% |
| 31 Dec, 19 | 25,645,433 | 2.88% |
| 30 Sep, 19 | 24,928,477 | -0.14% |
| 30 Jun, 19 | 24,963,864 | -1.38% |
| 31 Mar, 19 | 25,313,859 | 5.02% |
| 31 Dec, 18 | 24,102,839 | -4.62% |
| 30 Sep, 18 | 25,270,723 | -2.46% |
| 30 Jun, 18 | 25,908,766 | 3.38% |
| 31 Mar, 18 | 25,062,743 | 0.21% |
| 31 Dec, 17 | 25,011,109 | -7.34% |
| 30 Sep, 17 | 26,993,523 | -0.16% |
| 30 Jun, 17 | 27,037,434 | -1.22% |
| 31 Mar, 17 | 27,372,181 | 5.19% |
| 31 Dec, 16 | 26,022,689 | 12.26% |
| 30 Sep, 16 | 23,179,708 | 0.19% |
| 30 Jun, 16 | 23,135,128 | 7.69% |
| 31 Mar, 16 | 21,482,314 | 3.05% |
| 31 Dec, 15 | 20,846,394 | -31.47% |
| 30 Sep, 15 | 30,419,311 | 49.20% |
| 30 Jun, 15 | 20,388,547 | -0.37% |
| 31 Mar, 15 | 20,463,343 | 1.53% |
| 31 Dec, 14 | 20,154,674 | 2.27% |
| 30 Sep, 14 | 19,708,076 | 6.61% |
| 30 Jun, 14 | 18,486,423 | 20.92% |
| 31 Mar, 14 | 15,287,850 | 6.51% |
| 31 Dec, 13 | 14,354,096 | 4.74% |
| 30 Sep, 13 | 13,703,977 | 18.07% |
| 30 Jun, 13 | 11,607,063 | - |
| 30 Sep, 12 | 416 | - |
| 30 Jun, 12 | 416 | - |
| 31 Dec, 10 | 360,397 | - |
Customers Bancorp (CUBI) has 13.69M shares outstanding as of 31 Mar 24, down -49.07% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 31 Mar, 24 | 43.62% | 0.63% |
| 31 Dec, 23 | 83.54% | 1.26% |
| 30 Sep, 23 | 81.47% | 1.25% |
| 30 Jun, 23 | 80.68% | 1.22% |
| 31 Mar, 23 | 81.38% | 1.18% |
| 31 Dec, 22 | 83.17% | 1.17% |
| 30 Sep, 22 | 84.47% | 1.17% |
| 30 Jun, 22 | 84.90% | 1.14% |
| 31 Mar, 22 | 86.30% | 1.17% |
| 31 Dec, 21 | 85.84% | 1.33% |
| 30 Sep, 21 | 80.43% | 1.25% |
| 30 Jun, 21 | 80.18% | 1.37% |
| 31 Mar, 21 | 76.57% | 1.37% |
| 31 Dec, 20 | 74.89% | 1.31% |
| 30 Sep, 20 | 75.58% | 1.20% |
| 30 Jun, 20 | 79.38% | 1.22% |
| 31 Mar, 20 | 80.62% | 1.19% |
| 31 Dec, 19 | 82.24% | 1.29% |
| 30 Sep, 19 | 79.84% | 1.24% |
| 30 Jun, 19 | 80.13% | 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 | 82.08% | 1.29% |
| 31 Mar, 18 | 79.76% | 1.21% |
| 31 Dec, 17 | 81.09% | 1.05% |
| 30 Sep, 17 | 87.81% | 1.13% |
| 30 Jun, 17 | 88.24% | 1.09% |
| 31 Mar, 17 | 90.02% | 1.12% |
| 31 Dec, 16 | 89.80% | 1.25% |
| 30 Sep, 16 | 84.70% | 1.16% |
| 30 Jun, 16 | 85.43% | 1.34% |
| 31 Mar, 16 | 79.73% | 1.33% |
| 31 Dec, 15 | 77.53% | 0.61% |
| 30 Sep, 15 | 113.20% | 1.98% |
| 30 Jun, 15 | 75.66% | 1.30% |
| 31 Mar, 15 | 76.27% | 1.34% |
| 31 Dec, 14 | 75.56% | 1.39% |
| 30 Sep, 14 | 73.72% | 1.54% |
| 30 Jun, 14 | 69.16% | 2.11% |
| 31 Mar, 14 | 57.21% | 1.97% |
| 31 Dec, 13 | 53.87% | 2.12% |
| 30 Sep, 13 | 50.45% | 2.76% |
| 30 Jun, 13 | 42.79% | - |
| 30 Sep, 12 | 0.00% | 27460.61% |
| 30 Jun, 12 | 0.00% | - |
| 31 Dec, 10 | 3.41% | - |
As of 31 Mar 24, Customers Bancorp is held by 43.62% institutional shareholders, representing a 0.63% growth compared to 31 Dec 23.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 51 | -58.20% |
| 31 Dec, 23 | 122 | 24.49% |
| 30 Sep, 23 | 98 | - |
| 30 Jun, 23 | 98 | 3.16% |
| 31 Mar, 23 | 95 | -9.52% |
| 31 Dec, 22 | 105 | 3.96% |
| 30 Sep, 22 | 101 | -9.01% |
| 30 Jun, 22 | 111 | 7.77% |
| 31 Mar, 22 | 103 | 3.00% |
| 31 Dec, 21 | 100 | 25.00% |
| 30 Sep, 21 | 80 | -22.33% |
| 30 Jun, 21 | 103 | 11.96% |
| 31 Mar, 21 | 92 | 35.29% |
| 31 Dec, 20 | 68 | 33.33% |
| 30 Sep, 20 | 51 | -37.80% |
| 30 Jun, 20 | 82 | 7.89% |
| 31 Mar, 20 | 76 | -6.17% |
| 31 Dec, 19 | 81 | 26.56% |
| 30 Sep, 19 | 64 | -3.03% |
| 30 Jun, 19 | 66 | -10.81% |
| 31 Mar, 19 | 74 | -11.90% |
| 31 Dec, 18 | 84 | 3.70% |
| 30 Sep, 18 | 81 | -10.99% |
| 30 Jun, 18 | 91 | 1.11% |
| 31 Mar, 18 | 90 | 8.43% |
| 31 Dec, 17 | 83 | -7.78% |
| 30 Sep, 17 | 90 | -15.09% |
| 30 Jun, 17 | 106 | 11.58% |
| 31 Mar, 17 | 95 | -15.93% |
| 31 Dec, 16 | 113 | 41.25% |
| 30 Sep, 16 | 80 | - |
| 30 Jun, 16 | 80 | 8.11% |
| 31 Mar, 16 | 74 | 4.23% |
| 31 Dec, 15 | 71 | -12.35% |
| 30 Sep, 15 | 81 | 37.29% |
| 30 Jun, 15 | 59 | -13.24% |
| 31 Mar, 15 | 68 | 19.30% |
| 31 Dec, 14 | 57 | -3.39% |
| 30 Sep, 14 | 59 | -30.59% |
| 30 Jun, 14 | 85 | 54.55% |
| 31 Mar, 14 | 55 | 1.85% |
| 31 Dec, 13 | 54 | 8.00% |
| 30 Sep, 13 | 50 | -21.88% |
| 30 Jun, 13 | 64 | - |
| 30 Sep, 12 | - | -100.00% |
| 30 Jun, 12 | 1 | - |
| 31 Dec, 10 | 1 | - |
51 institutional shareholders have increased their position in CUBI stock as of 31 Mar 24 compared to 122 in the previous quarter (a -58.20% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 33 | -65.26% |
| 31 Dec, 23 | 95 | 21.79% |
| 30 Sep, 23 | 78 | 18.18% |
| 30 Jun, 23 | 66 | 17.86% |
| 31 Mar, 23 | 56 | -23.29% |
| 31 Dec, 22 | 73 | 10.61% |
| 30 Sep, 22 | 66 | -4.35% |
| 30 Jun, 22 | 69 | -27.37% |
| 31 Mar, 22 | 95 | -2.06% |
| 31 Dec, 21 | 97 | 7.78% |
| 30 Sep, 21 | 90 | 50.00% |
| 30 Jun, 21 | 60 | 1.69% |
| 31 Mar, 21 | 59 | 11.32% |
| 31 Dec, 20 | 53 | -1.85% |
| 30 Sep, 20 | 54 | 45.95% |
| 30 Jun, 20 | 37 | -9.76% |
| 31 Mar, 20 | 41 | -10.87% |
| 31 Dec, 19 | 46 | -2.13% |
| 30 Sep, 19 | 47 | 4.44% |
| 30 Jun, 19 | 45 | - |
| 31 Mar, 19 | 45 | -8.16% |
| 31 Dec, 18 | 49 | -3.92% |
| 30 Sep, 18 | 51 | 2.00% |
| 30 Jun, 18 | 50 | -1.96% |
| 31 Mar, 18 | 51 | -19.05% |
| 31 Dec, 17 | 63 | 6.78% |
| 30 Sep, 17 | 59 | 31.11% |
| 30 Jun, 17 | 45 | -11.76% |
| 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 | 9.09% |
| 31 Dec, 15 | 44 | 51.72% |
| 30 Sep, 15 | 29 | -40.82% |
| 30 Jun, 15 | 49 | 22.50% |
| 31 Mar, 15 | 40 | 17.65% |
| 31 Dec, 14 | 34 | 6.25% |
| 30 Sep, 14 | 32 | 68.42% |
| 30 Jun, 14 | 19 | -40.63% |
| 31 Mar, 14 | 32 | 88.24% |
| 31 Dec, 13 | 17 | 30.77% |
| 30 Sep, 13 | 13 | - |
| 30 Jun, 13 | - | - |
| 30 Sep, 12 | - | - |
| 30 Jun, 12 | - | - |
| 31 Dec, 10 | - | - |
33 institutional shareholders have reduced their position in CUBI stock as of 31 Mar 24 compared to 95 in the previous quarter (a -65.26% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 31 Mar, 24 | 112 | -56.08% | 13,690,700 | -49.07% | 43.62% | 0.63% | 51 | -58.20% | 33 | -65.26% |
| 31 Dec, 23 | 255 | 18.60% | 26,879,768 | 5.57% | 83.54% | 1.26% | 122 | 24.49% | 95 | 21.79% |
| 30 Sep, 23 | 215 | 9.69% | 25,461,973 | -0.81% | 81.47% | 1.25% | 98 | - | 78 | 18.18% |
| 30 Jun, 23 | 196 | 10.73% | 25,670,919 | -0.86% | 80.68% | 1.22% | 98 | 3.16% | 66 | 17.86% |
| 31 Mar, 23 | 177 | -14.49% | 25,892,913 | -4.60% | 81.38% | 1.18% | 95 | -9.52% | 56 | -23.29% |
| 31 Dec, 22 | 207 | 2.99% | 27,141,216 | -1.00% | 83.17% | 1.17% | 105 | 3.96% | 73 | 10.61% |
| 30 Sep, 22 | 201 | -5.63% | 27,414,981 | -1.29% | 84.47% | 1.17% | 101 | -9.01% | 66 | -4.35% |
| 30 Jun, 22 | 213 | -8.58% | 27,774,424 | -2.35% | 84.90% | 1.14% | 111 | 7.77% | 69 | -27.37% |
| 31 Mar, 22 | 233 | 4.02% | 28,441,779 | 2.54% | 86.30% | 1.17% | 103 | 3.00% | 95 | -2.06% |
| 31 Dec, 21 | 224 | 8.21% | 27,736,473 | 6.28% | 85.84% | 1.33% | 100 | 25.00% | 97 | 7.78% |
| 30 Sep, 21 | 207 | 4.55% | 26,098,128 | 0.84% | 80.43% | 1.25% | 80 | -22.33% | 90 | 50.00% |
| 30 Jun, 21 | 198 | 13.14% | 25,881,282 | 6.02% | 80.18% | 1.37% | 103 | 11.96% | 60 | 1.69% |
| 31 Mar, 21 | 175 | 17.45% | 24,412,573 | 3.46% | 76.57% | 1.37% | 92 | 35.29% | 59 | 11.32% |
| 31 Dec, 20 | 149 | 8.76% | 23,596,496 | -0.94% | 74.89% | 1.31% | 68 | 33.33% | 53 | -1.85% |
| 30 Sep, 20 | 137 | -6.16% | 23,821,521 | -4.66% | 75.58% | 1.20% | 51 | -37.80% | 54 | 45.95% |
| 30 Jun, 20 | 146 | 6.57% | 24,985,665 | -1.27% | 79.38% | 1.22% | 82 | 7.89% | 37 | -9.76% |
| 31 Mar, 20 | 137 | -10.46% | 25,307,047 | -1.32% | 80.62% | 1.19% | 76 | -6.17% | 41 | -10.87% |
| 31 Dec, 19 | 153 | 3.38% | 25,645,433 | 2.88% | 82.24% | 1.29% | 81 | 26.56% | 46 | -2.13% |
| 30 Sep, 19 | 148 | -1.33% | 24,928,477 | -0.14% | 79.84% | 1.24% | 64 | -3.03% | 47 | 4.44% |
| 30 Jun, 19 | 150 | -1.96% | 24,963,864 | -1.38% | 80.13% | 1.21% | 66 | -10.81% | 45 | - |
| 31 Mar, 19 | 153 | -4.38% | 25,313,859 | 5.02% | 81.53% | 1.40% | 74 | -11.90% | 45 | -8.16% |
| 31 Dec, 18 | 160 | 1.27% | 24,102,839 | -4.62% | 76.35% | 1.20% | 84 | 3.70% | 49 | -3.92% |
| 30 Sep, 18 | 158 | -8.67% | 25,270,723 | -2.46% | 79.79% | 1.18% | 81 | -10.99% | 51 | 2.00% |
| 30 Jun, 18 | 173 | 1.76% | 25,908,766 | 3.38% | 82.08% | 1.29% | 91 | 1.11% | 50 | -1.96% |
| 31 Mar, 18 | 170 | -3.41% | 25,062,743 | 0.21% | 79.76% | 1.21% | 90 | 8.43% | 51 | -19.05% |
| 31 Dec, 17 | 176 | -2.22% | 25,011,109 | -7.34% | 81.09% | 1.05% | 83 | -7.78% | 63 | 6.78% |
| 30 Sep, 17 | 180 | 1.12% | 26,993,523 | -0.16% | 87.81% | 1.13% | 90 | -15.09% | 59 | 31.11% |
| 30 Jun, 17 | 178 | 2.30% | 27,037,434 | -1.22% | 88.24% | 1.09% | 106 | 11.58% | 45 | -11.76% |
| 31 Mar, 17 | 174 | -2.25% | 27,372,181 | 5.19% | 90.02% | 1.12% | 95 | -15.93% | 51 | 8.51% |
| 31 Dec, 16 | 178 | 14.84% | 26,022,689 | 12.26% | 89.80% | 1.25% | 113 | 41.25% | 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 | 10.96% | 23,135,128 | 7.69% | 85.43% | 1.34% | 80 | 8.11% | 54 | 12.50% |
| 31 Mar, 16 | 146 | 6.57% | 21,482,314 | 3.05% | 79.73% | 1.33% | 74 | 4.23% | 48 | 9.09% |
| 31 Dec, 15 | 137 | 5.38% | 20,846,394 | -31.47% | 77.53% | 0.61% | 71 | -12.35% | 44 | 51.72% |
| 30 Sep, 15 | 130 | 1.56% | 30,419,311 | 49.20% | 113.20% | 1.98% | 81 | 37.29% | 29 | -40.82% |
| 30 Jun, 15 | 128 | 1.59% | 20,388,547 | -0.37% | 75.66% | 1.30% | 59 | -13.24% | 49 | 22.50% |
| 31 Mar, 15 | 126 | 9.57% | 20,463,343 | 1.53% | 76.27% | 1.34% | 68 | 19.30% | 40 | 17.65% |
| 31 Dec, 14 | 115 | 6.48% | 20,154,674 | 2.27% | 75.56% | 1.39% | 57 | -3.39% | 34 | 6.25% |
| 30 Sep, 14 | 108 | - | 19,708,076 | 6.61% | 73.72% | 1.54% | 59 | -30.59% | 32 | 68.42% |
| 30 Jun, 14 | 108 | 8.00% | 18,486,423 | 20.92% | 69.16% | 2.11% | 85 | 54.55% | 19 | -40.63% |
| 31 Mar, 14 | 100 | 23.46% | 15,287,850 | 6.51% | 57.21% | 1.97% | 55 | 1.85% | 32 | 88.24% |
| 31 Dec, 13 | 81 | 9.46% | 14,354,096 | 4.74% | 53.87% | 2.12% | 54 | 8.00% | 17 | 30.77% |
| 30 Sep, 13 | 74 | 15.63% | 13,703,977 | 18.07% | 50.45% | 2.76% | 50 | -21.88% | 13 | - |
| 30 Jun, 13 | 64 | - | 11,607,063 | - | 42.79% | - | 64 | - | - | - |
| 30 Sep, 12 | 1 | - | 416 | - | 0.00% | 27460.61% | - | -100.00% | - | - |
| 30 Jun, 12 | 1 | - | 416 | - | 0.00% | - | 1 | - | - | - |
| 31 Dec, 10 | 1 | - | 360,397 | - | 3.41% | - | 1 | - | - | - |
Customers Bancorp Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
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).
Customers Bancorp Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2026 | - | 3 | - |
| Q2 2024 | 11 | 26 | 42.31% |
| 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% |
| Q4 2019 | 15 | 7 | 214.29% |
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 | - | - | - |
| 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% |
| Q4 2019 | - | - | - |
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 |
|---|---|
| CATY | Cathay General Bancorp |
| CLBK | Columbia Financial, Inc. |
| GBCI | Glacier Bancorp, Inc. |
| OCFC | OceanFirst Financial Corp. |
| CFFN | Capitol Federal Financial, Inc. |
| PPBI | Pacific Premier Bancorp, Inc. |
| VLY | Valley National Bancorp |
| BY | Byline Bancorp, Inc. |
| IBTX | Independent Bank Group, Inc. |
| HOMB | Home Bancshares, Inc. (Conway, AR) |
| ABCB | Ameris Bancorp |
| CNOB | ConnectOne Bancorp, Inc. |
| FFIN | First Financial Bankshares, Inc. |
| KRNY | Kearny Financial Corp. |
CUBI Ownership FAQ
Who Owns Customers Bancorp?
Customers Bancorp is owned by institutional shareholders (43.62%), insiders (7.51%), and public (48.86%). The largest institutional shareholder of Customers Bancorp is BLACKROCK INC. (14.57% of total shares) and the top mutual fund owner is MATTHEW 25 FUND (7.45% of total shares).
Who are the major institutional shareholders of Customers Bancorp?
Customers Bancorp's major institutional shareholders are BLACKROCK INC., DIMENSIONAL FUND ADVISORS LP, VANGUARD GROUP INC, WELLINGTON MANAGEMENT GROUP LLP, and STATE STREET CORP. The top five shareholders own together 40.14% of the company's share outstanding.
How many Customers Bancorp shareholders are there?
As of Mar 2024, there are 112 institutional shareholders of Customers Bancorp.
What percentage of Customers Bancorp is owned by BLACKROCK INC?
BLACKROCK INC owns 4.57M shares of Customers Bancorp, representing 14.57% of the company's total shares outstanding, valued at $242.58M (as of Mar 2024).
What percentage of Customers Bancorp is owned by DIMENSIONAL FUND ADVISORS LP?
As of Mar 2024, DIMENSIONAL FUND ADVISORS LP holds 2.22M shares of Customers Bancorp (CUBI), compromising 7.08% of the company, valued at $117.84M.
What percentage of Customers Bancorp is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of Customers Bancorp. The company owns 2.19M of the company's shares outstanding (worth $116.04M).