Customers Bancorp Ownership | Who Owns Customers Bancorp?
Customers Bancorp Ownership Summary
Customers Bancorp is owned by 89.93% institutional investors, 7.29% insiders, and 2.78% retail investors. Blackrock is the largest institutional shareholder, holding 14.54% of CUBI shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.02% of its assets in Customers Bancorp shares.
CUBI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Customers Bancorp | 89.93% | 7.29% | 2.78% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Regional Banks Stocks | 51.67% | 12.06% | 36.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 4.58M | 14.54% | $219.58M |
| Wellington management group llp | 3.22M | 10.24% | $154.64M |
| Dimensional fund advisors lp | 2.24M | 7.12% | $107.57M |
| Vanguard group | 2.22M | 7.05% | $106.47M |
| State street | 1.61M | 5.12% | $77.34M |
| American century companies | 686.83K | 2.18% | $32.95M |
| Geode capital management | 669.19K | 2.13% | $32.11M |
| Hood river capital management | 549.06K | 1.74% | $26.34M |
| Morgan stanley | 533.40K | 1.69% | $25.59M |
| Nuveen asset management | 520.95K | 1.66% | $25.00M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Tieton capital management | 236.95K | 6.31% | $11.37M |
| Access investment management | 281.43K | 4.39% | $13.50M |
| Philadelphia financial management of san francisco | 491.24K | 4.13% | $23.57M |
| Gator capital management | 113.10K | 2.75% | $5.43M |
| Crawford fund management | 122.02K | 1.48% | $5.85M |
| Ejf capital | 37.11K | 1.32% | $1.78M |
| Hussman strategic advisors | 63.00K | 0.83% | $3.02M |
| Aristotle capital boston | 396.80K | 0.64% | $19.04M |
| Denali advisors | 47.04K | 0.62% | $2.26M |
| Hood river capital management | 549.06K | 0.55% | $26.34M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 3.22M | 0.03% | 1.17M |
| Hood river capital management | 549.06K | 0.55% | 266.46K |
| Philadelphia financial management of san francisco | 491.24K | 4.13% | 192.23K |
| Assenagon asset management | 253.95K | 0.03% | 181.82K |
| Peregrine capital management | 160.28K | 0.22% | 160.28K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Intrinsic edge capital management | - | - | -250.00K |
| Jpmorgan chase | 444.54K | 0.00% | -191.62K |
| Susquehanna group, llp | 19.60K | 0.00% | -156.00K |
| Arrowstreet capital, limited partnership | - | - | -154.61K |
| Driehaus capital management | 468.46K | 0.22% | -133.90K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Peregrine capital management | 160.28K | 0.22% | 160.28K | $7.69M |
| South dakota investment council | 104.18K | 0.10% | 104.18K | $5.00M |
| Wedge capital management l l p/nc | 52.27K | 0.04% | 52.27K | $2.51M |
| Two sigma investments, lp | 29.23K | 0.00% | 29.23K | $1.40M |
| Squarepoint ops | 25.00K | 0.00% | 25.00K | $1.20M |
Sold Out
| Holder | Change |
|---|---|
| C m bidwell & associates | -10.00 |
| Nelson, van denburg & campbell wealth management group | -21.00 |
| Harbor investment advisory | -38.00 |
| Sjs investment consulting | -71.00 |
| Nverses capital | -200.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 247 | 7.86% | 28,388,599 | -0.25% | 89 | 1.11% | 126 | 8.62% | 66 | -4.35% |
| Jun 30, 2024 | 226 | -7.38% | 28,446,346 | 4.57% | 90 | 1.20% | 116 | - | 67 | -20.24% |
| Mar 31, 2024 | 244 | -6.15% | 27,203,263 | 0.88% | 86 | 1.23% | 116 | -6.45% | 84 | -13.40% |
| Dec 31, 2023 | 260 | 18.72% | 26,965,448 | 5.73% | 83 | 1.26% | 124 | 26.53% | 97 | 21.25% |
| Sep 30, 2023 | 219 | 9.50% | 25,503,022 | -0.92% | 81 | 1.25% | 98 | -1.01% | 80 | 19.40% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.89M | 6.02% | - |
| Vanguard Total Stock Mkt Idx Inv | 902.69K | 2.88% | 1.47K |
| iShares Russell 2000 ETF | 833.13K | 2.66% | - |
| SPDR® S&P Regional Banking ETF | 770.43K | 2.46% | -2.33K |
| Avantis US Small Cap Value ETF | 629.26K | 2.01% | 1.10K |
| Hood River Small-Cap Growth Instl | 627.26K | 2.00% | 297.71K |
| DFA US Small Cap Value I | 523.49K | 1.67% | 11.35K |
| Vanguard Institutional Extnd Mkt Idx Tr | 442.72K | 1.41% | -1.18K |
| Fidelity Small Cap Index | 303.58K | 0.97% | -7.42K |
| Nuveen Quant Small Cap Equity R6 | 289.83K | 0.92% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 20, 2024 | Mackay Robert Neil | - | Sell | $215.12K |
| Nov 08, 2024 | SIDHU JAY S | Chairman & CEO | Sell | $665.91K |
| Nov 07, 2024 | SIDHU JAY S | Chairman & CEO | Sell | $47.07K |
| Nov 11, 2024 | SIDHU JAY S | Chairman & CEO | Sell | $4.90M |
| Nov 06, 2024 | Hedde Glenn | Pres Mortgage WarehouseLending | Sell | $268.50K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2024 Q3 | 1 | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | 2 |
| 2023 Q4 | - | 8 |
CUBI Ownership FAQ
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