Customers Bancorp Ownership | Who Owns Customers Bancorp?
Customers Bancorp Ownership Summary
Customers Bancorp is owned by 89.09% institutional investors, 8.19% insiders, and 2.72% retail investors. Blackrock is the largest institutional shareholder, holding 14.54% of CUBI shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.55% of its assets in Customers Bancorp shares.
CUBI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Customers Bancorp | 89.09% | 8.19% | 2.72% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Regional Banks Stocks | 54.08% | 12.36% | 33.57% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 4.58M | 14.54% | $219.58M |
| Blackrock funding, inc. /de | 4.33M | 13.72% | $254.50M |
| Wellington management group llp | 2.63M | 8.33% | $128.05M |
| Vanguard group | 2.14M | 6.77% | $104.06M |
| Dimensional fund advisors lp | 2.14M | 6.77% | $104.02M |
| State street | 1.89M | 5.98% | $91.90M |
| Hood river capital management | 1.52M | 4.82% | $89.46M |
| American century companies | 876.63K | 2.78% | $51.49M |
| Geode capital management | 683.68K | 2.17% | $33.29M |
| Morgan stanley | 533.40K | 1.69% | $25.59M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Tieton capital management | 290.37K | 5.68% | $14.13M |
| Gator capital management | 168.25K | 3.06% | $9.88M |
| Anatole investment management | 299.50K | 3.03% | $17.59M |
| Access investment management | 114.42K | 1.91% | $6.72M |
| Philadelphia financial management of san francisco | 269.49K | 1.86% | $15.83M |
| Sippican capital advisors | 35.77K | 1.27% | $1.74M |
| Hood river capital management | 1.52M | 1.25% | $89.46M |
| Srn advisors | 20.18K | 1.08% | $1.19M |
| Aristotle capital boston | 301.52K | 0.90% | $17.71M |
| Militia capital partners, lp | 25.00K | 0.68% | $1.47M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Anatole investment management | 299.50K | 3.03% | 299.50K |
| Philadelphia financial management of san francisco | 269.49K | 1.86% | 269.49K |
| Heartland advisors | 157.60K | 0.42% | 157.60K |
| Access investment management | 114.42K | 1.91% | 114.42K |
| Jpmorgan chase | 429.57K | 0.00% | 106.89K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Intrinsic edge capital management | - | - | -250.00K |
| Wellington management group llp | 2.63M | 0.02% | -186.47K |
| Blackrock funding, inc. /de | 4.33M | 0.00% | -167.28K |
| Invesco | 209.59K | 0.00% | -157.81K |
| Shellback capital, lp | - | - | -130.42K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Anatole investment management | 299.50K | 3.03% | 299.50K | $17.59M |
| Philadelphia financial management of san francisco | 269.49K | 1.86% | 269.49K | $15.83M |
| Heartland advisors | 157.60K | 0.42% | 157.60K | $7.67M |
| Access investment management | 114.42K | 1.91% | 114.42K | $6.72M |
| Meeder asset management | 106.86K | 0.39% | 106.86K | $6.28M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -3.00 |
| Huntington national bank | -4.00 |
| Corecap advisors | -6.00 |
| Hexagon capital partners | -6.00 |
| Capital performance advisors llp | -7.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 247 | 7.86% | 28,388,599 | -0.25% | 89 | 1.11% | 126 | 8.62% | 66 | -4.35% |
| Jun 30, 2024 | 226 | -7.38% | 28,446,346 | 4.57% | 90 | 1.20% | 116 | - | 67 | -20.24% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.75M | 5.55% | 268.00 |
| Vanguard US Total Market Shares ETF | 901.22K | 2.86% | - |
| Vanguard Total Stock Mkt Idx Inv | 883.21K | 2.79% | -19.59K |
| Hood River Small-Cap Growth Instl | 858.28K | 2.72% | -19.10K |
| Avantis US Small Cap Value ETF | 735.21K | 2.33% | 400.00 |
| iShares Russell 2000 ETF | 695.52K | 2.20% | -13.23K |
| DFA US Small Cap Value I | 443.90K | 1.40% | -10.29K |
| Vanguard Institutional Extnd Mkt Idx Tr | 315.09K | 1.00% | -140.00K |
| Amplify Transformational Data Shrg ETF | 313.86K | 0.99% | - |
| Fidelity Small Cap Index | 299.25K | 0.95% | -288.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jan 31, 2025 | SIDHU JAY S | Chairman & CEO | Sell | $1.90M |
| Feb 04, 2025 | SIDHU JAY S | Chairman & CEO | Sell | $3.81M |
| Jan 30, 2025 | Hedde Glenn | Pres Mortgage WarehouseLending | Sell | $921.22K |
| Nov 20, 2024 | Mackay Robert Neil | - | Sell | $215.12K |
| Nov 08, 2024 | SIDHU JAY S | Chairman & CEO | Sell | $665.91K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2024 Q3 | 1 | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | 2 |
| 2023 Q4 | - | 8 |
CUBI Ownership FAQ
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