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Customers Bancorp Ownership | Who Owns Customers Bancorp?

OverviewForecastRevenueFinancialsChartTranscripts

Customers Bancorp Ownership Summary

Customers Bancorp is owned by 87.78% institutional investors, 7.57% insiders, and 4.65% 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 5.73% of its assets in Customers Bancorp shares.

CUBI Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockCustomers Bancorp87.78%7.57%4.65%
SectorFinancial Services Stocks 40.29%14.61%45.11%
IndustryRegional Banks Stocks42.21%12.07%45.72%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock4.58M14.54%$219.58M
Blackrock funding, inc. /de4.57M14.47%$222.40M
Wellington management group llp2.63M8.33%$128.05M
Vanguard group2.14M6.77%$104.06M
Dimensional fund advisors lp2.14M6.77%$104.02M
State street1.89M5.98%$91.90M
Hood river capital management1.47M4.66%$71.61M
American century companies773.77K2.45%$37.67M
Geode capital management683.68K2.17%$33.29M
Morgan stanley533.40K1.69%$25.59M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Tieton capital management290.37K5.68%$14.13M
Gator capital management178.80K3.27%$8.70M
Access investment management94.20K1.33%$4.59M
Sippican capital advisors35.77K1.27%$1.74M
Srn advisors26.65K1.15%$1.30M
Hood river capital management1.47M1.06%$71.61M
Aristotle capital boston372.85K0.67%$18.15M
Heartland advisors157.60K0.42%$7.67M
Shellback capital, lp108.00K0.36%$5.26M
Harbor advisors44.45K0.34%$2.16M

Top Buyers

HolderShares% AssetsChange
Hood river capital management1.47M1.06%421.33K
Heartland advisors157.60K0.42%157.60K
Shellback capital, lp108.00K0.36%108.00K
Jpmorgan chase429.57K0.00%106.89K
State street1.89M0.00%105.88K

Top Sellers

HolderShares% AssetsChange
Arrowstreet capital, limited partnership---305.41K
Intrinsic edge capital management---250.00K
Wellington management group llp2.63M0.02%-186.47K
Invesco209.59K0.00%-157.81K
Great lakes advisors116.80K0.05%-144.03K

New Positions

HolderShares% AssetsChangeValue
Heartland advisors157.60K0.42%157.60K$7.67M
Shellback capital, lp108.00K0.36%108.00K$5.26M
First eagle investment management69.42K0.01%69.42K$3.38M
Exoduspoint capital management, lp60.80K0.02%60.80K$2.96M
Raymond james financial52.24K0.00%52.24K$2.54M

Sold Out

HolderChange
Mendota financial group-3.00
Huntington national bank-4.00
Capital performance advisors llp-7.00
C m bidwell & associates-10.00
Parallel advisors-13.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2024239-3.63%27,711,269-2.42%871.08%108-14.96%8630.30%
Sep 30, 20242477.86%28,388,599-0.25%891.11%1268.62%66-4.35%
Jun 30, 2024226-7.38%28,446,3464.57%901.20%116-67-20.24%
Mar 31, 2024244-6.15%27,203,2630.88%861.23%116-6.45%84-13.40%
Dec 31, 202326018.72%26,965,4485.73%831.26%12426.53%9721.25%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF1.80M5.73%-
Vanguard Total Stock Mkt Idx Inv902.87K2.87%-
Vanguard US Total Market Shares ETF901.22K2.86%-
Hood River Small-Cap Growth Instl877.38K2.80%250.12K
iShares Russell 2000 ETF802.19K2.55%-
Avantis US Small Cap Value ETF686.38K2.18%470.00
DFA US Small Cap Value I478.97K1.52%-12.77K
Vanguard Institutional Extnd Mkt Idx Tr439.13K1.40%2.40K
SPDR® S&P Regional Banking ETF370.94K1.18%1.85K
iShares S&P Small-Cap 600 Value ETF298.78K0.95%-

Recent Insider Transactions

DateNameRoleActivityValue
Jan 31, 2025SIDHU JAY S Chairman & CEOSell$1.90M
Feb 04, 2025SIDHU JAY S Chairman & CEOSell$3.81M
Jan 30, 2025Hedde Glenn Pres Mortgage WarehouseLendingSell$921.22K
Nov 20, 2024Mackay Robert Neil-Sell$215.12K
Nov 08, 2024SIDHU JAY S Chairman & CEOSell$665.91K

Insider Transactions Trends

DateBuySell
2026 Q1--
2024 Q31-
2024 Q2--
2024 Q1-2
2023 Q4-8

CUBI Ownership FAQ

Who Owns Customers Bancorp?

Customers Bancorp shareholders are primarily institutional investors at 87.78%, followed by 7.57% insiders and 4.65% retail investors. The average institutional ownership in Customers Bancorp's industry, Regional Banks Stocks, is 42.21%, which Customers Bancorp exceeds.

Who owns the most shares of Customers Bancorp?

Customers Bancorp’s largest shareholders are Blackrock (4.58M shares, 14.54%), Blackrock funding, inc. /de (4.57M shares, 14.47%), and Wellington management group llp (2.63M shares, 8.33%). Together, they hold 37.35% of Customers Bancorp’s total shares outstanding.

Does Blackrock own Customers Bancorp?

Yes, BlackRock owns 14.54% of Customers Bancorp, totaling 4.58M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 219.58M$. In the last quarter, BlackRock increased its holdings by 4.53K shares, a 0.10% change.

Who is Customers Bancorp’s biggest shareholder by percentage of total assets invested?

Tieton capital management is Customers Bancorp’s biggest shareholder by percentage of total assets invested, with 5.68% of its assets in 290.37K Customers Bancorp shares, valued at 14.14M$.

Who is the top mutual fund holder of Customers Bancorp shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Customers Bancorp shares, with 5.73% of its total shares outstanding invested in 1.8M Customers Bancorp shares.

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