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CUBI Institutional Ownership & 13F Holders | SmartMoneyDB

CUBICUSTOMERS BANCORP INC

COM · CUSIP 23204G100

Smart Money Ownership

Of the 11 tracked institutions holding CUBI, 5 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +7.1pt. It's a gauge of who owns the name, not just how many.

CUBI (CUSTOMERS BANCORP INC) Institutional Ownership Summary

Among the 11 tracked institutional investors we monitor, CUBI (CUSTOMERS BANCORP INC) is held with a combined value of $997.24M across 14,248,585 shares. The largest holder is BlackRock, Inc. with a position worth $346.49M. 6 funds increased their holdings. 5 funds reduced their position.

Total Institutional Value

$997.24M

Total Shares Held

14,248,585

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

WELLINGTON MANAGEMENT GROUP LLP+15% shares~$35.0M STATE STREET CORP+9% shares~$10.9M MILLENNIUM MANAGEMENT LLC+213% shares~$6.3M VANGUARD GROUP INC+3% shares~$4.9M RENAISSANCE TECHNOLOGIES LLC+34% shares~$3.2M

13F Institutional Holders

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BlackRock, Inc.

0.01% of book-0.1%

$346.49M

WELLINGTON MANAGEMENT GROUP LLP

PRICE T ROWE ASSOCIATES INC /MD/

0.01% of book-15.3%

$51.22M

RENAISSANCE TECHNOLOGIES LLC

0.02% of book+34.2%

$12.47M

MILLENNIUM MANAGEMENT LLC

AQR CAPITAL MANAGEMENT LLC

#	Fund	Value↓	Shares	Portfolio %	Change
1	BlackRock, Inc.	$346.49M	4,991,930	0.01%	-0.1%
2	WELLINGTON MANAGEMENT GROUP LLP	$269.97M	3,889,544	0.05%	+14.9%
3	VANGUARD GROUP INC	$162.42M	2,221,339	0.00%	+3.1%
4	STATE STREET CORP	$138.17M	1,990,570	0.00%	+8.6%
5	PRICE T ROWE ASSOCIATES INC /MD/	$51.22M	737,884	0.01%	-15.3%
6	RENAISSANCE TECHNOLOGIES LLC	$12.47M	179,720	0.02%	+34.2%
7	MILLENNIUM MANAGEMENT LLC	$9.31M	134,101	0.00%	+213.1%
8	CITADEL ADVISORS LLC	$4.27M	61,535	0.00%	-38.7%
9	AQR CAPITAL MANAGEMENT LLC	$1.92M	27,650	0.00%	+15.4%
10	FMR LLC	$592.85K	8,541	0.00%	-0.7%

Frequently Asked Questions

Which institutional investors own the most CUBI stock?

As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of CUBI with a position worth $346.49M, representing 0.01% of their portfolio. In total, 11 institutional investors hold CUBI with a combined value of $997.24M.

What percentage of CUBI is owned by institutional investors?

Institutional investors hold $997.24M worth of CUBI stock across 11 positions. The largest institutional holder is BlackRock, Inc. with $346.49M in holdings.

What is a 13F filing and why does it matter for CUBI?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For CUBI, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track CUBI institutional moves

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