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Customers Bancorp, Inc. (CUBI) institutional ownership

Latest close $76.78 Jul 20, 2026
Market cap$2.0B 52-week range SectorFinancial Services
Funds holding · Q1 2026
260
reported CUBI position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
147 buyers · 113 sellers

Customers Bancorp, Inc. (CUBI) price and institutional activity

Dates

Q1 2026

$0 bought by 147 investors
UBS Group AGAssenagon Asset Management S.A. +145 more
$0 sold by 113 investors
JPMorgan Chase & CoDriehaus Capital Management LLC +111 more
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Bought Sold Totals per quarter; hover a bar for the names.

Customers Bancorp, Inc. (CUBI) institutional activity · 260

Investor Type Est. change Change Δ Own Date
UBS Group AG · Added
Change +755K Date Q1 2026
UBS Group AG Added· Q1 2026 +755K Q1 2026
Assenagon Asset Management S.A. · Added
Change +530K Date Q1 2026
Assenagon Asset Management S.A. Added· Q1 2026 +530K Q1 2026
Wellington Management Group LLP · Added
Change +504K Δ Own +14.9% Date Q1 2026
Wellington Management Group LLP Added· Q1 2026 +504K +14.9% Q1 2026
JPMorgan Chase & Co · Reduced
Change −225K Date Q1 2026
JPMorgan Chase & Co Reduced· Q1 2026 −225K Q1 2026
State Street · Added
Change +158K Date Q1 2026
State Street Added· Q1 2026 +158K Q1 2026
Two Sigma Investments, LP · Added
Change +157K Δ Own +206.0% Date Q1 2026
Two Sigma Investments, LP Added· Q1 2026 +157K +206.0% Q1 2026
American Century Companies Inc · Added
Change +143K Date Q1 2026
American Century Companies Inc Added· Q1 2026 +143K Q1 2026
Invesco Ltd. · Added
Change +143K Δ Own +71.2% Date Q1 2026
Invesco Ltd. Added· Q1 2026 +143K +71.2% Q1 2026
Driehaus Capital Management LLC · Reduced
Change −143K Date Q1 2026
Driehaus Capital Management LLC Reduced· Q1 2026 −143K Q1 2026
First Eagle Investment Management, LLC · Exited
Change −139K Δ Own −100.0% Date Q1 2026
First Eagle Investment Management, LLC Exited· Q1 2026 −139K −100.0% Q1 2026
Goldman Sachs Group Inc · Added
Change +139K Date Q1 2026
Goldman Sachs Group Inc Added· Q1 2026 +139K Q1 2026
T. Rowe Price Associates · Reduced
Change −134K Date Q1 2026
T. Rowe Price Associates Reduced· Q1 2026 −134K Q1 2026
Geode · Added
Change +124K Date Q1 2026
Geode Added· Q1 2026 +124K Q1 2026
Morgan Stanley · Reduced
Change −102K Date Q1 2026
Morgan Stanley Reduced· Q1 2026 −102K Q1 2026
Millennium Management LLC · Added
Change +91K Date Q1 2026
Millennium Management LLC Added· Q1 2026 +91K Q1 2026
Data through Q1 2026 · filed Jun 2, 2026
15 of 260

Famous investor activity in Customers Bancorp, Inc. (CUBI)

Customers Bancorp, Inc. (CUBI) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Rothermel Daniel K. · Director Grant (A) $30K
Price $78.21 Qty 385 Owned 116K Trade date Jun 15, 2026 Filed date Jun 16, 2026
Rothermel Daniel K. Director Grant (A) $78.21 385 $30K 116K Jun 15, 2026 Jun 16, 2026
Mackay Robert Neil · Director Grant (A) $41K
Price $78.21 Qty 522 Owned 10K Trade date Jun 15, 2026 Filed date Jun 16, 2026
Mackay Robert Neil Director Grant (A) $78.21 522 $41K 10K Jun 15, 2026 Jun 16, 2026
Zuckerman Steven J. · Director Grant (A) $75K
Price $78.21 Qty 958 Owned 74K Trade date Jun 15, 2026 Filed date Jun 16, 2026
Zuckerman Steven J. Director Grant (A) $78.21 958 $75K 74K Jun 15, 2026 Jun 16, 2026
Sirmans Dalton Talley · Director Grant (A) $58K
Price $78.21 Qty 737 Owned 3K Trade date Jun 15, 2026 Filed date Jun 16, 2026
Sirmans Dalton Talley Director Grant (A) $78.21 737 $58K 3K Jun 15, 2026 Jun 16, 2026
Way T. Lawrence · Director Grant (A) $66K
Price $78.21 Qty 849 Owned 127K Trade date Jun 15, 2026 Filed date Jun 16, 2026
Way T. Lawrence Director Grant (A) $78.21 849 $66K 127K Jun 15, 2026 Jun 16, 2026
Looney Susan Dianne · Director Grant (A) $49K
Price $78.21 Qty 625 Owned 2K Trade date Jun 15, 2026 Filed date Jun 16, 2026
Looney Susan Dianne Director Grant (A) $78.21 625 $49K 2K Jun 15, 2026 Jun 16, 2026
Banks Bernard Bennett · Director Grant (A) $69K
Price $78.21 Qty 881 Owned 10K Trade date Jun 15, 2026 Filed date Jun 16, 2026
Banks Bernard Bennett Director Grant (A) $78.21 881 $69K 10K Jun 15, 2026 Jun 16, 2026
Allon Andrea R. · Director Grant (A) $49K
Price $78.21 Qty 625 Owned 40K Trade date Jun 15, 2026 Filed date Jun 16, 2026
Allon Andrea R. Director Grant (A) $78.21 625 $49K 40K Jun 15, 2026 Jun 16, 2026
Krasne Robert Morris · Director Grant (A) $66K
Price $78.21 Qty 849 Owned 2K Trade date Jun 15, 2026 Filed date Jun 16, 2026
Krasne Robert Morris Director Grant (A) $78.21 849 $66K 2K Jun 15, 2026 Jun 16, 2026
Gill Mike · Director Grant (A) $49K
Price $78.21 Qty 625 Owned 2K Trade date Jun 15, 2026 Filed date Jun 16, 2026
Gill Mike Director Grant (A) $78.21 625 $49K 2K Jun 15, 2026 Jun 16, 2026
Buford Robert J. · Director Grant (A) $66K
Price $78.21 Qty 849 Owned 24K Trade date Jun 15, 2026 Filed date Jun 16, 2026
Buford Robert J. Director Grant (A) $78.21 849 $66K 24K Jun 15, 2026 Jun 16, 2026
Cunningham Lyle · Officer Sell −$3.6M
Price $75.03 Qty −48K Owned 20K Trade date May 29, 2026 Filed date Jun 1, 2026
Cunningham Lyle Officer Sell $75.03 −48K −$3.6M 20K May 29, 2026 Jun 1, 2026
Cunningham Lyle · Officer 4 operations $765K
Price $19.28–$28.37 Qty 30K Owned 0 Trade date May 29, 2026 Filed date Jun 1, 2026
Cunningham Lyle Officer 4 operations $19.28–$28.37 30K $765K 0 May 29, 2026 Jun 1, 2026
Sidhu Jay S. · Director Sell −$4.6M
Price $76.23 Qty −60K Owned 768K Trade date May 27, 2026 Filed date May 28, 2026
Sidhu Jay S. Director Sell $76.23 −60K −$4.6M 768K May 27, 2026 May 28, 2026
Sidhu Samvir S. · Director Buy +$73K
Price $72.58 Qty +1K Owned 522K Trade date May 12, 2026 Filed date May 12, 2026
Sidhu Samvir S. Director Buy $72.58 +1K +$73K 522K May 12, 2026 May 12, 2026
15 of 104
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Customers Bancorp, Inc. (CUBI) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
BlackRock Inc. 4.6M
% of shares outstanding 14.5% Filing date Jan 23, 2024
BlackRock Inc. 4.6M 14.5% Jan 23, 2024
Wellington Management Group LLP 2.8M
% of shares outstanding 8.9% Filing date Nov 8, 2024
Wellington Management Group LLP 2.8M 8.9% Nov 8, 2024
Dimensional Fund Advisors LP 2.2M
% of shares outstanding 6.9% Filing date Feb 9, 2024
Dimensional Fund Advisors LP 2.2M 6.9% Feb 9, 2024
Vanguard Group Inc 2.1M
% of shares outstanding 6.6% Filing date Feb 13, 2024
Vanguard Group Inc 2.1M 6.6% Feb 13, 2024
Bay Pond Partners, L.P. 1.8M
% of shares outstanding 5.6% Filing date May 3, 2024
Bay Pond Partners, L.P. 1.8M 5.6% May 3, 2024
State Street Corp 1.8M
% of shares outstanding 5.6% Filing date Oct 17, 2024
State Street Corp 1.8M 5.6% Oct 17, 2024
Bay Pond Partners, L.P. 1.7M
% of shares outstanding 5.0% Filing date May 18, 2026
Bay Pond Partners, L.P. 1.7M 5.0% May 18, 2026
Lord, Abbett & Co. LLC
% of shares outstanding 0.0% Filing date Feb 10, 2023
Lord, Abbett & Co. LLC 0.0% Feb 10, 2023
8 of 8

Customers Bancorp, Inc. (CUBI) ownership FAQ

Who owns CUBI?

260 reporting institutions disclosed CUBI position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.