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CUBI — CUSTOMERS BANCORP INC

Reported value held$1.37B
Funds holding (latest)43
SectorFinancials
Funds holding (Q2 2026)37
Institutional value$1.19B · 15.45M sh
New / Add / Cut / Exit2 / 20 / 13 / 1
Top-5 / Top-10 concentration73.1% / 85.2%
Institutional holdings change Reducing -2.9% (-466.18K sh)
Institutional value change Up +13.2%

As of Q2 2026, 37 SEC-registered investment managers reported holding CUBI (CUSTOMERS BANCORP INC) in their latest 13F filings, with a combined reported value of $1.19B across 15.45M shares. That is -2.9% by share count (-466.18K shares) versus the previous quarter, while reported value moved +13.2%. Ownership is concentrated: the five largest holders account for 73.1% of reported value and the top ten for 85.2%.

Compared with the prior quarter, 2 opened new positions, 20 added to existing stakes, 13 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

CUBI is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
BlackRock Inc history Q2 2026 4.87M $385.16M 0.01% Reduce
Wellington Management Group history Q2 2026 4.04M $319.21M 0.06% Add
Vanguard Group history Q4 2025 2.22M $162.42M 0.00% Add
Geode Capital Management history Q2 2026 910.28K $72.02M 0.00% Add
UBS Group AG history Q2 2026 698.09K $55.22M 0.01% Reduce
Charles Schwab Investment Management history Q2 2026 503.29K $39.81M 0.01% Reduce
Northern Trust Corp history Q2 2026 428.83K $33.92M 0.00% Add
Morgan Stanley history Q2 2026 401.61K $31.77M 0.00% Reduce
Invesco Ltd history Q2 2026 388.42K $30.72M 0.00% Add
Goldman Sachs Group history Q2 2026 306.47K $24.24M 0.00% Reduce
Two Sigma Investments history Q2 2026 303.14K $23.98M 0.02% Add
JPMorgan Chase & Co history Q2 2026 249.94K $19.89M 0.00% New
Principal Global Investors history Q2 2026 247.90K $19.61M 0.01% Add
Royce & Associates history Q2 2026 222.89K $17.63M 0.14% Add
D. E. Shaw & Co history Q2 2026 222.14K $17.57M 0.01% Add
BNY Mellon history Q2 2026 206.94K $16.37M 0.00% Add
Renaissance Technologies history Q2 2026 157.52K $12.46M 0.02% Reduce
Franklin Resources history Q2 2026 146.88K $11.62M 0.00% Add
Bank of America Corp history Q2 2026 141.69K $11.21M 0.00% Reduce
PSP Investments history Q2 2026 130.17K $10.30M 0.03% Reduce

View all 43 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 4.51M 4.57M 4.50M 4.33M 4.32M 5.00M 4.99M 4.87M
Wellington Management Group — — 4.89K 8.84K — — — 1.66M 2.13M 1.72M 2.05M 3.22M 2.82M 2.63M 3.53M 3.69M 3.70M 3.39M 3.89M 4.04M
Geode Capital Management 520.13K 522.35K 544.95K 600.84K 621.49K 597.70K 588.40K 572.62K 582.03K 607.26K 628.26K 669.19K 687.13K 683.68K 692.71K 695.20K 693.86K 757.85K 882.32K 910.28K
UBS Group AG 24.81K 3.18K 30.82K 19.70K 27.94K 13.66K 26.29K 1.64K 26.49K 4.20K 26.59K 45.17K 49.81K 140.73K 266.97K 210.49K 222.21K 273.93K 1.03M 698.09K
Charles Schwab Investment Management 220.33K 210.41K 230.71K 281.47K 311.15K 331.17K 330.93K 358.53K 372.69K 407.92K 412.89K 497.47K 509.47K 489.29K 441.42K 434.32K 485.88K 524.75K 537.29K 503.29K
Northern Trust Corp 393.63K 391.59K 377.34K 376.81K 303.57K 313.89K 311.40K 320.29K 315.88K 317.57K 306.95K 309.67K 320.46K 381.68K 372.39K 368.80K 404.64K 405.65K 414.65K 428.83K
Morgan Stanley 122.44K 123.66K 179.62K 359.38K 256.90K 271.81K 368.51K 547.35K 610.53K 608.75K 601.10K 533.40K 503.77K 491.42K 468.33K 480.47K 544.26K 511.85K 410.28K 401.61K
Invesco Ltd 329.59K 295.81K 229.37K 318.39K 295.53K 107.55K 155.58K 162.19K 154.58K 340.39K 347.60K 334.49K 367.40K 209.59K 121.61K 234.78K 220.90K 200.52K 343.34K 388.42K
Goldman Sachs Group 212.65K 93.49K 151.52K 104.99K 329.19K 329.63K 213.19K 259.23K 269.91K 248.17K 234.94K 246.00K 267.82K 274.66K 248.49K 207.96K 236.75K 275.49K 414.33K 306.47K
Two Sigma Investments — — 67.00K 309.13K 176.20K 102.68K 29.02K — — — — 29.23K 57.13K 56.08K 124.25K 173.70K 174.96K 76.05K 232.72K 303.14K
JPMorgan Chase & Co 526.26K 557.24K 361.40K 361.94K 483.04K 543.64K 1.29K 778.51K 1.07M 687.94K 636.16K 444.54K 322.68K 429.57K 398.33K 435.64K 428.41K 435.45K — 249.94K
Principal Global Investors 246.99K 240.76K 229.22K 225.66K 201.90K 186.87K 184.15K 167.20K 152.30K 147.41K 177.38K 175.54K 138.98K 141.40K 145.20K 145.68K 179.76K 289.86K 240.33K 247.90K
Royce & Associates 38.21K 33.72K 27.31K 28.18K 34.68K 44.23K 95.17K 170.30K 167.72K 273.18K 259.24K 287.57K 214.80K 252.59K 261.51K 284.96K 267.83K 237.55K 200.12K 222.89K
D. E. Shaw & Co 4.88K — — 75.97K 74.03K 116.18K 151.71K 89.07K 118.08K 188.57K 170.06K 142.37K 173.84K 227.14K 448.07K 381.26K 279.44K 180.87K 146.70K 222.14K
BNY Mellon 347.65K 344.70K 323.90K 312.12K 318.58K 357.48K 338.30K 333.54K 328.94K 286.44K 261.08K 261.91K 232.96K 229.03K 221.25K 220.46K 218.54K 206.86K 201.20K 206.94K
Renaissance Technologies 73.82K 144.22K 92.12K — 100.92K 171.72K 145.02K 144.02K 161.82K — 61.82K 53.82K 116.52K 71.37K 88.92K 122.72K 191.12K 133.92K 179.72K 157.52K
Franklin Resources — — — — — — — 24.16K 22.44K 22.41K 58.90K 60.45K 62.52K 62.04K 62.68K 62.76K 64.82K 67.22K 137.87K 146.88K
Bank of America Corp 117.09K 113.78K 105.56K 57.47K 45.06K 111.38K 160.53K 109.35K 103.28K 141.87K 142.64K 128.78K 135.53K 48.53K 101.15K 93.93K 113.77K 101.57K 164.59K 141.69K
PSP Investments 60.65K 60.65K 56.51K 56.17K 56.17K 55.60K 53.52K 52.14K 34.81K 58.67K 58.01K 62.66K 62.66K 72.63K 112.09K 120.22K 133.69K 128.17K 132.29K 130.17K
Citadel Advisors 115.24K 60.40K 157.24K 280.01K 129.72K 212.97K 116.36K 77.35K 99.04K 152.14K 123.11K 175.22K 198.11K 331.24K 308.73K 72.26K 243.05K 105.35K 72.73K 98.41K

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