DaveManuel.com · Institutional Ownership · Who Owns It
CUSTOMERS BANCORP INC (CUBI)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
300
Reporting holders
$2.7B
Reported value
101.5%
Of shares outstanding
0.1%
Calls
0.0%
Puts
+17
Holder change
Institutions report 34,277,554 shares against 33,783,799 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $385.2M | 4,869,339 | 0.01% | 8q | -2.5%-$9.7M |
| WELLINGTON MANAGEMENT GROUP LLP | $319.2M | 4,035,500 | 0.06% | 13q | +3.8%+$11.5M |
| STATE STREET CORP | $164.5M | 2,079,651 | 0.00% | 31q | +4.5%+$7.0M |
| DIMENSIONAL FUND ADVISORS LP | $159.2M | 2,012,060 | 0.03% | 31q | +3.6%+$5.5M |
| Hood River Capital Management LLC | $153.6M | 1,941,996 | 1.11% | 11q | +12.2%+$16.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $107.5M | 1,359,670 | 0.00% | 2q | HELD |
| AMERICAN CENTURY COMPANIES INC | $92.8M | 1,173,042 | 0.04% | 26q | +6.1%+$5.3M |
| Assenagon Asset Management S.A. | $92.3M | 1,167,136 | 0.06% | 18q | +49.9%+$30.7M |
| GEODE CAPITAL MANAGEMENT, LLC | $72.0M | 910,283 | 0.00% | 31q | +3.2%+$2.2M |
| UBS Group AG | $55.2M | 698,088 | 0.01% | 31q | -32.2%-$26.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $52.6M | 665,407 | 0.00% | 2q | +3.5%+$1.8M |
| Driehaus Capital Management LLC | $50.2M | 634,687 | 0.29% | 4q | +1.8%+$883.8K |
| Allspring Global Investments Holdings, LLC | $45.0M | 562,917 | 0.07% | 19q | +21.9%+$8.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $39.8M | 503,291 | 0.01% | 31q | -6.3%-$2.7M |
| Nuveen, LLC | $39.0M | 493,505 | 0.01% | 6q | +1.3%+$519.8K |
| NORTHERN TRUST CORP | $33.9M | 428,826 | 0.00% | 31q | +3.4%+$1.1M |
| MORGAN STANLEY | $31.8M | 401,607 | 0.00% | 35q | -2.1%-$686.2K |
| Invesco Ltd. | $30.7M | 388,415 | 0.00% | 31q | +13.1%+$3.6M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $29.6M | 373,967 | 0.00% | 22q | -49.3%-$28.8M |
| EMERALD ADVISERS, LLC | $26.5M | 334,660 | 0.62% | 4q | -2.5%-$676.2K |
| GOLDMAN SACHS GROUP INC | $24.2M | 306,467 | 0.00% | 31q | -26.0%-$8.5M |
| TWO SIGMA INVESTMENTS, LP | $24.0M | 303,141 | 0.02% | 9q | +30.3%+$5.6M |
| Tidal Investments LLC | $23.7M | 299,421 | 0.04% | 19q | -1.4%-$333.9K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $20.8M | 263,275 | 0.37% | 5q | +52.6%+$7.2M |
| Tieton Capital Management, LLC | $20.3M | 256,178 | 5.83% | 31q | -2.1%-$440.2K |
| JPMORGAN CHASE & CO | $19.9M | 249,943 | 0.00% | 31q | +18.7%+$3.1M |
| PRINCIPAL FINANCIAL GROUP INC | $19.6M | 247,896 | 0.01% | 31q | +3.1%+$598.2K |
| Aristotle Capital Boston, LLC | $19.2M | 242,607 | 1.29% | 32q | -14.7%-$3.3M |
| EMERALD MUTUAL FUND ADVISERS TRUST | $19.0M | 240,511 | 0.67% | 4q | -0.7%-$142.5K |
| ROYCE & ASSOCIATES LP | $17.6M | 222,888 | 0.14% | 31q | +11.4%+$1.8M |
| D. E. Shaw & Co., Inc. | $17.6M | 222,140 | 0.01% | 17q | +51.4%+$6.0M |
| VANGUARD FIDUCIARY TRUST CO | $16.6M | 209,318 | 0.00% | 2q | +1.6%+$258.0K |
| Bank of New York Mellon Corp | $16.4M | 206,943 | 0.00% | 31q | +2.9%+$454.5K |
| Crawford Fund Management, LLC | $16.1M | 203,750 | 2.47% | 3q | HELD |
| Qube Research & Technologies Ltd | $15.7M | 198,243 | 0.01% | 4q | +156.2%+$9.6M |
| SEI INVESTMENTS CO | $15.4M | 194,769 | 0.01% | 31q | -23.6%-$4.8M |
| FEDERATED HERMES, INC. | $13.5M | 170,103 | 0.02% | 22q | +56.1%+$4.8M |
| Gator Capital Management, LLC | $12.7M | 161,030 | 2.67% | 10q | -15.9%-$2.4M |
| Empowered Funds, LLC | $12.5M | 158,088 | 0.07% | 5q | +2.9%+$354.8K |
| RENAISSANCE TECHNOLOGIES LLC | $12.5M | 157,520 | 0.02% | 10q | -12.4%-$1.8M |
| HEARTLAND ADVISORS INC | $11.9M | 150,000 | 0.53% | 7q | -12.2%-$1.6M |
| FRANKLIN RESOURCES INC | $11.6M | 146,884 | 0.00% | 13q | +6.5%+$712.7K |
| BANK OF AMERICA CORP /DE/ | $11.2M | 141,686 | 0.00% | 31q | -13.9%-$1.8M |
| Access Investment Management LLC | $11.1M | 140,549 | 2.85% | 10q | HELD |
| Squarepoint Ops LLC | $10.9M | 137,530 | 0.01% | 11q | +39.9%+$3.1M |
| Public Sector Pension Investment Board | $10.3M | 130,169 | 0.03% | 31q | -1.6%-$167.5K |
| VICTORY CAPITAL MANAGEMENT INC | $10.3M | 130,021 | 0.01% | 12q | -4.5%-$490.2K |
| RAYMOND JAMES FINANCIAL INC | $9.1M | 115,479 | 0.00% | 7q | +24.1%+$1.8M |
| MEEDER ASSET MANAGEMENT INC | $8.9M | 112,372 | 0.45% | 5q | +4.9%+$417.1K |
| Philadelphia Financial Management of San Francisco, LLC | $8.9M | 112,143 | 1.79% | 5q | -9.6%-$945.8K |
| National Philanthropic Trust | $8.2M | 103,200 | 0.12% | 11q | HELD |
| CITADEL ADVISORS LLC | $7.8M incl. $276.9K options CALL | 94,910 | 0.00% | 27q | +54.2%+$2.7M |
| Russell Investments Group, Ltd. | $7.6M | 95,660 | 0.01% | 31q | +16.7%+$1.1M |
| Thrivent Financial for Lutherans | $7.6M | 95,649 | 0.01% | 31q | -0.6%-$44.9K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $6.7M | 84,136 | 0.00% | 31q | +4.4%+$278.4K |
| RHUMBLINE ADVISERS | $6.1M | 76,799 | 0.00% | 31q | -12.0%-$832.2K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $6.0M | 76,119 | 0.01% | 4q | +1.1%+$67.1K |
| MACKENZIE FINANCIAL CORP | $5.9M | 74,572 | 0.01% | 6q | +31.9%+$1.4M |
| Legal & General Group Plc | $5.7M | 72,107 | 0.00% | 31q | +0.7%+$39.0K |
| South Dakota Investment Council | $5.6M | 70,221 | 0.10% | 9q | -34.7%-$3.0M |
| PRUDENTIAL FINANCIAL INC | $5.4M | 68,011 | 0.01% | 31q | -44.6%-$4.3M |
| Swiss National Bank | $5.2M | 65,200 | 0.00% | 31q | +1.9%+$94.9K |
| AMERIPRISE FINANCIAL INC | $5.1M | 64,319 | 0.00% | 31q | -5.3%-$284.8K |
| De Lisle Partners LLP | $4.7M | 59,658 | 0.52% | 10q | -6.3%-$316.5K |
| ENVESTNET ASSET MANAGEMENT INC | $4.5M | 57,098 | 0.00% | 13q | +17.9%+$685.9K |
| CITIGROUP INC | $4.1M | 51,207 | 0.00% | 31q | +1.2%+$47.4K |
| Forum Finance Group S.A. | $4.0M | 62,100 | 1.43% | 2q | +2857.1%+$3.8M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $3.9M | 49,235 | 0.02% | 16q | -42.7%-$2.9M |
| FIRST TRUST ADVISORS LP | $3.6M | 45,135 | 0.00% | 12q | +90.8%+$1.7M |
| Y-Intercept (Hong Kong) Ltd | $3.2M | 40,690 | 0.06% | 5q | +300.6%+$2.4M |
| Militia Capital Management LLC | $3.2M | 40,000 | 0.09% | 2q | +7.0%+$206.1K |
| Sippican Capital Advisors | $3.1M | 39,754 | 1.92% | 9q | HELD |
| CREDIT AGRICOLE S A | $3.1M | 39,559 | 0.01% | 7q | HELD |
| Trexquant Investment LP | $3.1M | 38,756 | 0.02% | new | NEW |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3.1M | 38,589 | 0.00% | 31q | -2.6%-$80.8K |
| Mraz, Amerine & Associates, Inc. | $2.8M | 35,967 | 0.41% | 28q | -1.8%-$52.7K |
| MILLENNIUM MANAGEMENT LLC | $2.8M | 35,486 | 0.00% | 21q | -73.5%-$7.8M |
| HRT FINANCIAL LP | $2.8M | 35,269 | 0.01% | 2q | +6.5%+$171.4K |
| HENNESSY ADVISORS INC | $2.8M | 35,000 | 0.09% | 7q | +6.1%+$158.2K |
| XTX Topco Ltd | $2.7M | 34,706 | 0.04% | 3q | +11.1%+$275.1K |
| ALLIANCEBERNSTEIN L.P. | $2.7M | 39,337 | 0.00% | 31q | +13.7%+$328.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.7M incl. $2.0M options CALL+PUT | 8,292 | 0.00% | 25q | -78.5%-$9.9M |
| AQR CAPITAL MANAGEMENT LLC | $2.7M | 33,614 | 0.00% | 31q | +21.6%+$471.8K |
| BNP PARIBAS FINANCIAL MARKETS | $2.6M | 33,292 | 0.00% | 31q | +102.4%+$1.3M |
| DEUTSCHE BANK AG\ | $2.6M | 33,161 | 0.00% | 34q | -46.8%-$2.3M |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $2.5M | 31,275 | 0.04% | 9q | -5.3%-$139.1K |
| Rafferty Asset Management, LLC | $2.4M | 30,774 | 0.01% | 22q | -29.6%-$1.0M |
| WINTON GROUP Ltd | $2.4M | 29,848 | 0.08% | 12q | +43.7%+$717.7K |
| MARTINGALE ASSET MANAGEMENT L P | $2.2M | 28,122 | 0.05% | 2q | +13.7%+$268.3K |
| SCOTIA CAPITAL INC. | $2.2M | 28,033 | 0.01% | new | NEW |
| VOYA INVESTMENT MANAGEMENT LLC | $2.2M | 27,641 | 0.00% | 31q | +24.2%+$425.6K |
| Quantinno Capital Management LP | $2.2M | 27,579 | 0.00% | 6q | +35.3%+$568.9K |
| WELLS FARGO & COMPANY/MN | $2.2M | 27,387 | 0.00% | 31q | +109.1%+$1.1M |
| Integrated Quantitative Investments LLC | $2.1M | 26,912 | 0.35% | new | NEW |
| NATIXIS ADVISORS, LLC | $2.1M | 26,430 | 0.00% | 3q | +54.5%+$737.0K |
| Vanguard Global Advisers, LLC | $2.1M | 26,217 | 0.00% | 2q | -3.0%-$63.1K |
| VANGUARD ASSET MANAGEMENT, Ltd | $2.0M | 25,173 | 0.00% | 2q | +14.9%+$257.5K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $1.9M | 24,634 | 0.04% | 9q | +13.5%+$231.4K |
| CANADA LIFE ASSURANCE Co | $1.9M | 24,167 | 0.00% | 27q | -6.3%-$129.5K |
| Harbor Advisors LLC | $1.8M | 23,000 | 0.23% | 13q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-08 | 13G | Bay Pond Partners, L.P. | 5.1% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-03 | SIDHU JAY S | Chairman | Sold | 68,821 | $5.5M |
| 2026-05-27 | SIDHU JAY S | Chairman | Sold | 60,315 | $4.6M |
| 2026-05-29 | Cunningham Lyle | Chief Banking Officer | Sold | 47,914 | $3.6M |
| 2026-07-29 | SIDHU JAY S | Chairman | Sold | 30,344 | $2.4M |
| 2026-08-13 | Allon Andrea R. | Director | Sold | 10,000 | $828.1K |
| 2026-05-11 | Watkins Philip | EVP, Head of Corp Development | Sold | 3,000 | $227.0K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 61 | $55.4M | 749,192 | 8 | 16 | 15 | 0.0% |
| Q2 2026 | 300 | $2.7B | 34,277,554 | 38 | 114 | 83 | 0.1% |
| Q1 2026 | 283 | $2.3B | 33,755,559 | 33 | 114 | 75 | 0.2% |
| Q4 2025 | 285 | $2.3B | 32,057,084 | 46 | 101 | 92 | 0.2% |
| Q3 2025 | 264 | $2.1B | 31,371,768 | 45 | 100 | 69 | 0.1% |
| Q2 2025 | 243 | $1.7B | 28,335,390 | 33 | 67 | 84 | 0.5% |
| Q1 2025 | 239 | $1.4B | 28,499,541 | 30 | 76 | 85 | 0.4% |
| Q4 2024 | 241 | $1.4B | 27,802,675 | 29 | 69 | 83 | 0.8% |
| Q3 2024 | 244 | $1.4B | 28,822,291 | 41 | 83 | 62 | 1.0% |
| Q2 2024 | 224 | $1.4B | 28,968,140 | 24 | 80 | 65 | 0.5% |
| Q1 2024 | 242 | $1.6B | 29,166,283 | 25 | 80 | 84 | 1.9% |
| Q4 2023 | 256 | $1.6B | 28,415,714 | 55 | 59 | 90 | 0.8% |
| Q3 2023 | 211 | $893.4M | 25,503,022 | 37 | 53 | 75 | 1.7% |
| Q2 2023 | 192 | $794.7M | 25,739,729 | 42 | 53 | 67 | 2.0% |
| Q1 2023 | 174 | $501.8M | 26,635,372 | 26 | 73 | 50 | 1.7% |
| Q4 2022 | 208 | $773.9M | 27,218,566 | 24 | 74 | 72 | 0.3% |
| Q3 2022 | 192 | $3.2B | 109,705,955 | 23 | 65 | 60 | 0.1% |
| Q2 2022 | 204 | $3.8B | 111,451,069 | 31 | 77 | 62 | 0.4% |
| Q1 2022 | 222 | $5.6B | 107,154,263 | 30 | 65 | 89 | 0.2% |
| Q4 2021 | 219 | $8.2B | 125,408,919 | 34 | 55 | 95 | 0.2% |
| Q3 2021 | 203 | $2.9B | 68,391,288 | 25 | 50 | 81 | 0.1% |
| Q2 2021 | 193 | $2.3B | 58,888,619 | 36 | 61 | 56 | 0.1% |
| Q1 2021 | 171 | $1.8B | 55,518,953 | 40 | 49 | 61 | 0.1% |
| Q4 2020 | 146 | $821.3M | 45,065,532 | 21 | 44 | 48 | 0.1% |
| Q3 2020 | 136 | $507.4M | 45,254,656 | 12 | 38 | 52 | 0.1% |
| Q2 2020 | 144 | $619.1M | 51,527,271 | 21 | 60 | 34 | 0.0% |
| Q1 2020 | 135 | $719.5M | 65,809,703 | 12 | 58 | 40 | 0.0% |
| Q4 2019 | 152 | $862.5M | 36,220,501 | 24 | 48 | 46 | 0.0% |
| Q3 2019 | 145 | $746.6M | 35,960,822 | 12 | 51 | 42 | 0.1% |
| Q2 2019 | 147 | $2.6B | 122,924,908 | 17 | 46 | 42 | 0.1% |
| Q1 2019 | 150 | $4.1B | 225,891,835 | 14 | 50 | 48 | 0.0% |
| Q4 2018 | 157 | $1.3B | 71,951,928 | 5 | 3 | 2 | 0.0% |