Customers Bancorp Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of CUBI.PRE?
Owner Type	Number of Shares	Ownership Percentage
State or Government	7,263	0.0232%
General Public	295,311	0.942%
Individual Insiders	2,116,910	6.75%
Institutions	28,929,774	92.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 72.45% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
14.4%	BlackRock, Inc.	4,514,593	US$215.4m	-1.35%	no data
8.99%	Wellington Management Group LLP	2,816,915	US$134.4m	-12.6%	0.02%
7%	The Vanguard Group, Inc.	2,195,467	US$104.7m	-1.07%	no data
6.96%	Dimensional Fund Advisors LP	2,182,728	US$104.1m	-2.65%	0.02%
5.68%	State Street Global Advisors, Inc.	1,781,976	US$85.0m	10.5%	no data
4.84%	Jay Sidhu	1,518,157	US$72.4m	-17.3%	no data
3.35%	Hood River Capital Management LLC	1,049,616	US$50.1m	91.2%	0.76%
2.33%	American Century Investment Management Inc	730,807	US$34.9m	6.4%	0.02%
2.19%	Geode Capital Management, LLC	687,130	US$32.8m	2.68%	no data
1.78%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	556,501	US$26.6m	7.34%	0.01%
1.63%	Charles Schwab Investment Management, Inc.	509,469	US$24.3m	2.41%	no data
1.53%	Assenagon Asset Management S.A.	479,739	US$22.9m	88.9%	0.04%
1.33%	Aristotle Capital Boston, LLC	415,503	US$19.8m	4.71%	0.66%
1.11%	Invesco Capital Management LLC	349,416	US$16.7m	11.2%	0.01%
1.02%	Northern Trust Global Investments	320,460	US$15.3m	3.48%	no data
0.97%	Arrowstreet Capital, Limited Partnership	305,411	US$14.6m	0%	0.01%
0.95%	LSV Asset Management	298,000	US$14.2m	-7.97%	0.03%
0.93%	JP Morgan Asset Management	291,998	US$13.9m	0.29%	no data
0.87%	Eaton Vance Management	272,972	US$13.0m	-10.4%	no data
0.83%	Great Lakes Advisors, LLC	260,822	US$12.4m	-5.47%	0.11%
0.8%	Jacobs Levy Equity Management Inc	249,588	US$11.9m	-1.61%	0.04%
0.75%	Tieton Capital Management, LLC	236,203	US$11.3m	-0.32%	5.56%
0.74%	BNY Asset Management	231,947	US$11.1m	-11.1%	no data
0.74%	Morgan Stanley, Investment Banking and Brokerage Investments	230,792	US$11.0m	1.08%	no data
0.72%	Qube Research & Technologies Ltd	227,229	US$10.8m	116%	0.02%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 04:14
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Customers Bancorp, Inc. is covered by 21 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Matthew Schultheis	Boenning & Scattergood, Inc.
Harold Goetsch	B. Riley Securities, Inc.
Stephen Moss	CGS International