Across its top 20 institutional holders, CUBI's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 4/100, avg. turnover score 24/100).

Quarterly Activity

Recent Activity

+$1.4B

Total Buy Value

$896.8M

Total Sell Value

New buy31

Trim80

Add117

Sold out34

148

Net Buyers

114

Net Sellers

Smart Money Convergence

CUBI does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/CUBI

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

Filings (14d)

Data as of 2026-07-23

2026-07-23

AI summary pending

View Full Filing (SEC EDGAR)

2026-07-08

Customers Bancorp (CUBI) entered into a new supplemental executive retirement plan for executive Lyle Cunningham on July 8, replacing the prior plan from 2022. The plan provides a monthly benefit of $12,500 upon retirement and covers early termination, change-in-control, disability, and death scenarios. It also includes clawback, noncompete, and non-disclosure provisions.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

23204G100

FAQ

Who are the top institutional investors holding CUSTOMERS BANCORP INC (CUBI)?

Major stakeholders currently include BlackRock, Inc. ($346.5M), Wellington Management Group LLP ($270.0M), State Street CORP ($138.2M). Based on the latest 13F filings, there are a total of 277 tracked investment funds and institutions maintaining positions in CUBI.

What is the overall institutional sentiment toward CUBI recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $74.6M, driven by 148 managers accumulating shares while 114 reduced their exposure.

Which institutions have been selling or reducing their CUBI positions?

In the latest period, 80 funds trimmed their holdings, and 34 managers completely exited their positions. The aggregate reported sell value was $896.8M.

Are there any notable investors adding CUBI to their portfolios?

Yes, buying activity remains notable. 31 institutions opened new positions in {ticker}, and 117 existing holders added to their shares. The total reported buy value for the quarter amounted to $1.4B.

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Developer Access

Access CUBI's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/CUBI

CLI

npx alphasmo stocks get CUBI

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