CUBI Institutional Ownership & Shareholders
CUSTOMERS BANCORP INC (CUBI) is currently held by 292 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.59B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of CUBI tracked by InsiderSet, reporting ownership valued at approximately $385.16M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $409.80M, representing an estimated gain of +6.40% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed CUBI value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Wellington Management Group Llp, State Street Corp, and several other long-term asset managers with concentrated positions in CUSTOMERS BANCORP INC (CUBI).
This page ranks the largest institutional CUBI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
292
Total Reported Value
$2.59B
Largest Holder
Blackrock, Inc.
Largest Position
$385.16M
Insider Transactions (90d)
13
Latest Filing Quarter
Q2 2026
New Institutional Positions
37
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.01% | 4,869,339 | $385,164,724 | $409,803,570 | +$24,638,846 | +6.40% | |
| Wellington Management Group Llp | 0.06% | 4,035,500 | $319,208,050 | $339,627,680 | +$20,419,630 | +6.40% | |
| State Street Corp | 0.00% | 2,079,651 | $164,500,394 | $175,023,428 | +$10,523,034 | +6.40% | |
| Dimensional Fund Advisors Lp | 0.03% | 2,012,060 | $159,154,907 | $169,334,970 | +$10,180,063 | +6.40% | |
| Hood River Capital Management Llc | 1.11% | 1,941,996 | $153,611,884 | $163,438,383 | +$9,826,499 | +6.40% | |
| Vanguard Capital Management Llc | 0.00% | 1,359,670 | $107,549,897 | $114,429,827 | +$6,879,930 | +6.40% | |
| American Century Companies Inc | 0.04% | 1,173,042 | $92,787,622 | $98,723,215 | +$5,935,593 | +6.40% | |
| Geode Capital Management, Llc | 0.00% | 910,283 | $72,015,632 | $76,609,417 | +$4,593,785 | +6.38% | |
| Ubs Group Ag | 0.01% | 698,088 | $55,218,761 | $58,751,086 | +$3,532,325 | +6.40% | |
| Vanguard Portfolio Management Llc | 0.00% | 665,407 | $52,633,694 | $56,000,653 | +$3,366,959 | +6.40% | |
| Driehaus Capital Management Llc | 0.29% | 634,687 | $50,203,742 | $53,415,258 | +$3,211,516 | +6.40% | |
| Allspring Global Investments Holdings, Llc | 0.07% | 562,917 | $44,960,181 | $47,375,095 | +$2,414,914 | +5.37% | |
| Charles Schwab Investment Management Inc | 0.01% | 503,291 | $39,810,318 | $42,356,971 | +$2,546,653 | +6.40% | |
| Nuveen, Llc | 0.01% | 493,505 | $39,036,246 | $41,533,381 | +$2,497,135 | +6.40% | |
| Northern Trust Corp | 0.00% | 428,826 | $33,920,137 | $36,089,996 | +$2,169,859 | +6.40% | |
| Morgan Stanley | 0.00% | 401,607 | $31,767,162 | $33,799,245 | +$2,032,083 | +6.40% | |
| Invesco Ltd. | 0.00% | 388,415 | $30,723,627 | $32,689,006 | +$1,965,379 | +6.40% | |
| Price T Rowe Associates Inc | 0.00% | 373,967 | $29,582,000 | $31,473,063 | +$1,891,063 | +6.39% | |
| Emerald Advisers, Llc | 0.62% | 334,660 | $26,471,606 | $28,164,986 | +$1,693,380 | +6.40% | |
| Goldman Sachs Group Inc | 0.00% | 306,467 | $24,241,539 | $25,792,263 | +$1,550,724 | +6.40% | |
| Assenagon Asset Management S.A. | 0.02% | 326,171 | $24,136,654 | $27,450,551 | +$3,313,897 | +13.73% | |
| Two Sigma Investments, Lp | 0.02% | 303,141 | $23,978,453 | $25,512,347 | +$1,533,894 | +6.40% | |
| Tidal Investments Llc | 0.06% | 299,421 | $23,684,201 | $25,199,271 | +$1,515,070 | +6.40% | |
| Bridgeway Capital Management, Llc | 0.37% | 263,275 | $20,825,053 | $22,157,224 | +$1,332,171 | +6.40% | |
| Jpmorgan Chase & Co | 0.00% | 249,943 | $19,894,329 | $21,035,203 | +$1,140,874 | +5.73% | |
| Aristotle Capital Boston, Llc | 1.29% | 242,607 | $19,190,214 | $20,417,805 | +$1,227,591 | +6.40% | |
| Emerald Mutual Fund Advisers Trust | 0.67% | 240,511 | $19,024,420 | $20,241,406 | +$1,216,986 | +6.40% | |
| Royce & Associates Lp | 0.14% | 222,888 | $17,630,441 | $18,758,254 | +$1,127,813 | +6.40% | |
| D. E. Shaw & Co., Inc. | 0.01% | 222,140 | $17,571,274 | $18,695,302 | +$1,124,028 | +6.40% | |
| Vanguard Fiduciary Trust Co | 0.00% | 209,318 | $16,557,054 | $17,616,203 | +$1,059,149 | +6.40% | |
| Bank Of New York Mellon Corp | 0.00% | 206,943 | $16,369,195 | $17,416,323 | +$1,047,128 | +6.40% | |
| Crawford Fund Management, Llc | 4.94% | 203,750 | $16,116,625 | $17,147,600 | +$1,030,975 | +6.40% | |
| Qube Research & Technologies Ltd | 0.02% | 198,243 | $15,681,021 | $16,684,131 | +$1,003,110 | +6.40% | |
| Sei Investments Co | 0.01% | 194,769 | $15,406,184 | $16,391,759 | +$985,575 | +6.40% | |
| Federated Hermes, Inc. | 0.02% | 170,103 | $13,455,148 | $14,315,868 | +$860,720 | +6.40% | |
| Gator Capital Management, Llc | 2.74% | 161,030 | $12,737,473 | $13,552,285 | +$814,812 | +6.40% | |
| Empowered Funds, Llc | 0.07% | 158,088 | $12,504,761 | $13,304,686 | +$799,925 | +6.40% | |
| Renaissance Technologies LLC | Jim Simons | 0.02% | 157,520 | $12,459,832 | $13,256,883 | +$797,051 | +6.40% |
| Heartland Advisors Inc | 0.53% | 150,000 | $11,865,000 | $12,624,000 | +$759,000 | +6.40% | |
| Principal Financial Group Inc | 0.01% | 151,886 | $11,239,564 | $12,782,726 | +$1,543,162 | +13.73% | |
| Bank Of America Corp | 0.00% | 141,686 | $11,207,362 | $11,924,294 | +$716,932 | +6.40% | |
| Squarepoint Ops Llc | 0.02% | 137,530 | $10,878,623 | $11,574,525 | +$695,902 | +6.40% | |
| Access Investment Management Llc | 2.55% | 142,009 | $10,508,666 | $11,951,477 | +$1,442,811 | +13.73% | |
| Public Sector Pension Investment Board | 0.03% | 130,169 | $10,296,368 | $10,955,023 | +$658,655 | +6.40% | |
| Victory Capital Management Inc | 0.01% | 130,021 | $10,284,661 | $10,942,567 | +$657,906 | +6.40% | |
| Raymond James Financial Inc | 0.00% | 115,479 | $9,134,389 | $9,718,713 | +$584,324 | +6.40% | |
| Meeder Asset Management Inc | 0.45% | 112,372 | $8,888,627 | $9,457,228 | +$568,601 | +6.40% | |
| Philadelphia Financial Management Of San Francisco, Llc | 2.43% | 112,143 | $8,870,511 | $9,437,955 | +$567,444 | +6.40% | |
| National Philanthropic Trust | 0.12% | 103,200 | $8,163,120 | $8,685,312 | +$522,192 | +6.40% | |
| Russell Investments Group, Ltd. | 0.01% | 95,660 | $7,566,705 | $8,050,746 | +$484,041 | +6.40% |
Frequently asked questions about CUBI
Who are the largest institutional holders of CUBI?
The largest institutional holders of CUBI reported in the latest SEC Form 13F filings include Blackrock, Inc., Wellington Management Group Llp, State Street Corp, Dimensional Fund Advisors Lp, and Hood River Capital Management Llc. InsiderSet ranks institutional holders by their latest reported CUBI position.
What is CUBI institutional ownership?
This page tracks CUBI positions reported by institutional investment managers through SEC Form 13F. CUSTOMERS BANCORP INC (CUBI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CUBI?
InsiderSet currently tracks 292 institutional managers reporting CUBI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CUBI shareholders.
How much CUBI stock do institutions own?
Institutional investment managers disclosed approximately $2.59B in CUBI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CUBI institutional ownership last updated?
The latest CUBI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CUBI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CUBI position after the reporting date.
Are institutions buying or selling CUBI?
Institutional buying and selling can be analyzed by comparing CUBI positions across consecutive 13F reporting periods. InsiderSet's CUBI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CUBI ownership changes.
How has CUBI institutional ownership changed over time?
InsiderSet tracks CUBI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.