Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in CUBI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 5.0M | $346.5M | -0.1% | 14.821% | 0.01% |
| 2 | WELLINGTON MANAGEMENT GROUP LLP | 3.9M | $270.0M | +14.9% | 11.548% | 0.05% |
| 3 | STATE STREET CORP | 2.0M | $138.2M | +8.6% | 5.910% | 0.00% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 1.9M | $134.9M | +3.5% | 5.769% | 0.03% |
| 5 | Hood River Capital Management LLC | 1.7M | $120.2M | +0.3% | 5.140% | 1.20% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 1.4M | $94.6M | — | 4.049% | 0.00% |
| 7 | AMERICAN CENTURY COMPANIES INC | 1.1M | $76.7M | +14.9% | 3.282% | 0.04% |
| 8 | UBS Group AG | 1.0M | $71.4M | +275.6% | 3.055% | 0.01% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 882K | $61.3M | +16.4% | 2.620% | 0.00% |
| 10 | Assenagon Asset Management S.A. | 779K | $54.1M | +213.0% | 2.312% | 0.09% |
| 11 | VANGUARD PORTFOLIO MANAGEMENT LLC | 643K | $44.6M | — | 1.908% | 0.00% |
| 12 | DRIEHAUS CAPITAL MANAGEMENT LLC | 624K | $43.3M | -18.6% | 1.851% | 0.32% |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 537K | $37.3M | +2.4% | 1.595% | 0.01% |
| 14 | Nuveen, LLC | 487K | $33.8M | -13.6% | 1.446% | 0.01% |
| 15 | Allspring Global Investments Holdings, LLC | 462K | $32.8M | +9.5% | 1.372% | 0.05% |
| 16 | NORTHERN TRUST CORP | 415K | $28.8M | +2.2% | 1.231% | 0.00% |
| 17 | GOLDMAN SACHS GROUP INC | 414K | $28.8M | +50.4% | 1.230% | 0.00% |
| 18 | MORGAN STANLEY | 410K | $28.5M | -19.8% | 1.218% | 0.00% |
| 19 | Invesco Ltd. | 343K | $23.8M | +71.2% | 1.019% | 0.00% |
| 20 | EMERALD ADVISERS, LLC | 343K | $23.8M | +3.9% | 1.019% | 0.75% |
| 21 | Aristotle Capital Boston, LLC | 284K | $19.7M | +5.3% | 0.844% | 1.23% |
| 22 | SEI INVESTMENTS CO | 255K | $17.7M | +41.2% | 0.757% | 0.02% |
| 23 | EMERALD MUTUAL FUND ADVISERS TRUST | 242K | $16.8M | +14.1% | 0.719% | 0.82% |
| 24 | PRINCIPAL FINANCIAL GROUP INC | 240K | $16.7M | -17.1% | 0.714% | 0.01% |
| 25 | TWO SIGMA INVESTMENTS, LP | 233K | $16.2M | +206.0% | 0.691% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CUBI — a direct measure of their conviction.
Filings activity in CUBI during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 273 | 1.1% | 83.23% | 1.07 pp | $2.19B | 1.3% |
| Q4 2025 | 276 | +8.7% | 84.30% | +10.12 pp | $2.22B | +14% |
| Q3 2025 | 254 | +9.0% | 74.18% | +14.04 pp | $1.95B | +23% |
| Q2 2025 | 233 | +1.7% | 60.14% | +9.17 pp | $1.58B | +18% |
| Q1 2025 | 229 | 0.9% | 50.97% | 66.89 pp | $1.34B | 57% |
| Q4 2024 | 231 | 0.9% | 117.86% | +69.96 pp | $3.10B | +146% |
| Q3 2024 | 233 | +5.4% | 47.90% | 1.58 pp | $1.26B | 3.2% |
| Q2 2024 | 221 | — | 49.48% | — | $1.30B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying CUBI stock.
Based on Q1 2026 13F filings, institutional ownership of Customers Bancorp, Inc. stands at 83.2%, held across 273 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of CUBI, with approximately 4,991,930 shares worth $0.35B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of CUBI, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for CUBI is 34 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
42 institutions opened new positions in CUBI during Q1 2026, while 45 fully exited. 90 added to existing positions and 139 trimmed.
CUBI institutional ownership fell by 1.07 percentage points quarter-over-quarter, with a net change of -3 holders.
The top 10 institutions account for 62.4% of all reported 13F value in CUBI, and the top 25 account for 81.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Customers Bancorp, Inc. (CUBI) Institutional Ownership