Customers Bancorp Ownership | Who Owns Customers Bancorp?
Customers Bancorp Ownership Summary
Customers Bancorp is owned by 98.20% institutional investors, 9.69% insiders. 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 5.67% of its assets in Customers Bancorp shares.
CUBI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Customers Bancorp | 98.20% | 9.69% | -7.89% |
| Sector | Financial Services Stocks | 746.79% | 13.83% | -660.62% |
| Industry | Regional Banks Stocks | 38.12% | 12.89% | 48.99% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 4.58M | 14.54% | $219.58M |
| Blackrock funding, inc. /de | 4.87M | 14.29% | $385.16M |
| Wellington management group llp | 3.89M | 11.38% | $269.97M |
| Vanguard group | 2.22M | 6.50% | $162.42M |
| State street | 2.08M | 6.10% | $164.50M |
| Dimensional fund advisors lp | 2.01M | 5.90% | $159.15M |
| Hood river capital management | 1.73M | 5.06% | $120.17M |
| American century companies | 1.11M | 3.23% | $76.74M |
| Ubs group | 1.03M | 3.01% | $71.42M |
| Geode capital management | 882.32K | 2.58% | $61.25M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Tieton capital management | 256.18K | 5.83% | $20.26M |
| Access investment management | 140.55K | 2.85% | $11.12M |
| Crawford fund management | 203.75K | 2.72% | $14.14M |
| Gator capital management | 191.57K | 2.72% | $13.30M |
| Philadelphia financial management of san francisco | 124.10K | 2.49% | $8.61M |
| Sippican capital advisors | 39.75K | 1.92% | $3.14M |
| Aristotle capital boston | 284.41K | 1.23% | $19.74M |
| Hood river capital management | 1.73M | 1.20% | $120.17M |
| 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 |
| Wellington management group llp | 3.89M | 0.05% | 504.21K |
| Vanguard fiduciary trust | 206.06K | 0.00% | 206.06K |
| Two sigma investments, lp | 232.72K | 0.01% | 156.67K |
| American century companies | 1.11M | 0.04% | 143.12K |
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 |
| Assenagon asset management | 583.57K | 0.06% | -195.22K |
| Driehaus capital management | 623.51K | 0.32% | -142.69K |
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 |
| Scotia capital | 28.03K | 0.01% | 28.03K | $2.22M |
| Vanguard global advisers | 27.02K | 0.00% | 27.02K | $1.88M |
Sold Out
| Holder | Change |
|---|---|
| Parallel advisors | -1.00 |
| Mendota financial group | -3.00 |
| Annis gardner whiting capital advisors | -3.00 |
| Huntington national bank | -4.00 |
| Hexagon capital partners | -6.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 281 | -1.75% | 33,575,085 | 4.09% | 98 | 1.10% | 155 | -4.32% | 80 | -11.11% |
| 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 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.92M | 5.67% | -4.02K |
| Avantis US Small Cap Value ETF | 1.01M | 3.00% | 1.18K |
| Hood River Small-Cap Growth Instl | 966.03K | 2.87% | - |
| Vanguard US Total Market Shares ETF | 901.22K | 2.86% | - |
| Vanguard Total Stock Mkt Idx Inv | 967.50K | 2.86% | -15.38K |
| Vanguard Morn Total Stk Mkt Idx Investor | 967.50K | 2.86% | -15.38K |
| iShares Russell 2000 ETF | 791.65K | 2.34% | -14.02K |
| State Street® SPDR® S&PRgnllBkgETF | 497.34K | 1.47% | -26.72K |
| DFA US Small Cap Value I | 402.24K | 1.19% | - |
| US Small-Cap Growth II Equity Comp | 392.30K | 1.16% | -99.70K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 03, 2026 | SIDHU JAY S | Chairman | Sell | $5.51M |
| Jul 30, 2026 | SIDHU JAY S | Chairman | Sell | $65.97K |
| Jul 29, 2026 | SIDHU JAY S | Chairman | Sell | $2.40M |
| May 29, 2026 | Cunningham Lyle | Chief Banking Officer | Sell | $3.59M |
| May 27, 2026 | SIDHU JAY S | Chairman | Sell | $4.60M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 3 |
| 2026 Q2 | 1 | 3 |
| 2026 Q1 | - | - |
| 2024 Q3 | 1 | - |
| 2024 Q2 | - | - |
CUBI Ownership FAQ
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