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Community West Bancshares (CWBC) Institutional Ownership

Community West Bancshares logo
$23.99 +0.64 (+2.74%)
As of 09:38 AM Eastern

Institutional Ownership Changes (13F Filings) for Community West Bancshares (NASDAQ:CWBC)

Current
Institutional Ownership
Percentage
33.80%
Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$21.23M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$14.47M
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CWBC Institutional Buying and Selling by Quarter

Community West Bancshares Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2026Systematic Financial Management LP410,578$9.57M0.2%-0.3%2.142%
5/14/2026Sei Investments Co.70,984$1.65M0.0%+159.1%0.370%
5/13/2026First Trust Advisors LP80,886$1.89M0.0%+31.6%0.422%
5/8/2026 PNC Financial Services Group Inc.4,188$98K0.0%+56.3%0.022%
5/7/2026 Dimensional Fund Advisors LP840,454$19.58M0.0%+4.7%4.384%
5/4/2026 Principal Financial Group Inc.33,519$781K0.0%N/A0.175%
4/30/2026 Hsbc Holdings PLC21,145$492K0.0%-7.7%0.110%
4/29/2026 KERR FINANCIAL PLANNING Corp1,569$38K0.0%N/A0.008%
4/20/2026 Kestra Private Wealth Services LLC41,916$977K0.0%+72.2%0.219%
3/20/2026 Hsbc Holdings PLC22,919$517K0.0%+3.3%0.120%
2/19/2026 Invesco Ltd.26,120$588K0.0%-3.0%0.136%
2/18/2026Mercer Global Advisors Inc. ADV29,657$667K0.0%+11.9%0.155%
2/18/2026XTX Topco Ltd15,807$356K0.0%N/A0.083%
2/18/2026Zacks Investment Management20,696$466K0.0%N/A0.108%
2/18/2026Wellington Management Group LLP164,621$3.70M0.0%+3.8%0.859%
2/18/2026Occudo Quantitative Strategies LP14,146$318K0.0%N/A0.074%
2/18/2026Millennium Management LLC11,163$251K0.0%N/A0.058%
2/18/2026Bridgeway Capital Management LLC14,930$336K0.0%-63.3%0.078%
2/17/2026AQR Capital Management LLC56,073$1.26M0.0%+31.1%0.293%
2/17/2026Jump Financial LLC33,692$758K0.0%N/A0.176%
2/17/2026Price T Rowe Associates Inc. MD9,957$225K0.0%N/A0.052%
2/16/2026Barclays PLC66,643$1.50M0.0%+15.0%0.348%
2/13/2026Marshall Wace LLP50,273$1.13M0.0%-34.0%0.262%
2/13/2026The Manufacturers Life Insurance Company 343,891$7.74M0.0%-0.9%1.795%
2/13/2026Fourthstone LLC1,310,897$29.50M5.5%-10.4%6.842%
2/13/2026First Trust Advisors LP61,444$1.38M0.0%-2.6%0.321%
2/13/2026Charles Schwab Investment Management Inc.48,169$1.08M0.0%-1.1%0.251%
2/13/2026State Street Corp334,322$7.52M0.0%+5.1%1.745%
2/13/2026 Wells Fargo & Company MN25,799$580K0.0%+8.5%0.135%
2/12/2026 Jane Street Group LLC23,175$521K0.0%-1.8%0.121%
2/12/2026Orion Porfolio Solutions LLC43,202$972K0.0%+54.2%0.225%
2/12/2026Renaissance Technologies LLC167,008$3.76M0.0%+85.5%0.872%
2/12/2026 Dimensional Fund Advisors LP802,410$18.05M0.0%+2.1%4.188%
2/12/2026 Nuveen LLC22,186$499K0.0%-4.8%0.116%
2/12/2026 Private Management Group Inc.537,638$12.10M0.4%-1.5%2.806%
2/11/2026Franklin Resources Inc.11,224$253K0.0%N/A0.059%
2/11/2026Brandywine Global Investment Management LLC14,055$316K0.0%N/A0.073%
2/11/2026Platform Wealth Management LLC24,791$558K0.1%N/A0.129%
2/10/2026Goldman Sachs Group Inc.70,771$1.59M0.0%+70.6%0.369%
2/10/2026 PL Capital Advisors LLC329,551$7.42M2.3%-22.6%1.720%
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2/9/2026Geode Capital Management LLC390,477$8.79M0.0%-1.0%2.038%
2/9/2026Systematic Financial Management LP411,859$9.27M0.2%+34.1%2.150%
2/4/2026NWM Advisors LLC32,430$730K0.6%N/A0.169%
2/3/2026 Channel Wealth LLC10,056$226K0.1%-6.6%0.052%
1/26/2026CWM LLC3,744$84K0.0%+17.6%0.020%
1/23/2026 Farther Finance Advisors LLC3,381$76K0.0%+2,945.9%0.018%
1/21/2026 Daytona Street Capital LLC11,850$267K0.2%N/A0.062%
1/1/2026JPMorgan Chase & Co.29,358$612K0.0%+37.5%0.153%
11/17/2025Mercer Global Advisors Inc. ADV26,497$552K0.0%+21.9%0.138%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.7,840$163K0.0%-14.6%0.041%
11/17/2025Bank of America Corp DE31,825$663K0.0%-2.5%0.166%
11/17/2025Alliancebernstein L.P.19,612$409K0.0%-37.1%0.102%
11/17/2025Ameriprise Financial Inc.299,656$6.25M0.0%-0.5%1.564%
11/14/2025Two Sigma Investments LP42,356$883K0.0%+75.0%0.221%
11/14/2025Bridgeway Capital Management LLC40,701$848K0.0%-12.8%0.212%
11/14/2025 Private Management Group Inc.545,631$11.37M0.3%-0.5%2.852%
11/13/2025Arrowstreet Capital Limited Partnership14,574$304K0.0%N/A0.076%
11/13/2025 BNP Paribas Financial Markets7,795$162K0.0%+65.7%0.041%
11/13/2025 Russell Investments Group Ltd.1,983$41K0.0%+623.7%0.010%
11/13/2025First Trust Advisors LP63,054$1.31M0.0%+418.3%0.330%
11/12/2025Barclays PLC57,945$1.21M0.0%-3.4%0.303%
11/12/2025 Dimensional Fund Advisors LP786,040$16.38M0.0%+2.2%4.109%
11/12/2025Victory Capital Management Inc.52,000$1.08M0.0%-4.2%0.272%
11/7/2025Vanguard Group Inc.945,253$19.70M0.0%-0.6%4.941%
11/7/2025JPMorgan Chase & Co.29,358$612K0.0%+37.5%0.153%
11/6/2025 Rhumbline Advisers23,497$490K0.0%-9.1%0.123%
10/15/2025CWM LLC3,184$66K0.0%+255.4%0.017%
8/27/2025Orion Porfolio Solutions LLC28,321$553K0.0%+4.1%0.148%
8/15/2025Tower Research Capital LLC TRC 3,237$63K0.0%+75.5%0.017%
8/15/2025Orion Porfolio Solutions LLC28,321$553K0.0%+4.1%0.148%
8/15/2025 BNP Paribas Financial Markets4,705$92K0.0%-74.7%0.025%
8/15/2025Bridgeway Capital Management LLC46,701$911K0.0%-40.3%0.244%
8/15/2025Black Maple Capital Management LP13,415$262K0.1%N/A0.070%
8/15/2025Bank of America Corp DE32,651$637K0.0%+195.4%0.171%
8/14/2025 Jane Street Group LLC23,843$465K0.0%-25.4%0.125%
8/14/2025Raymond James Financial Inc.2,366$46K0.0%N/A0.012%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.9,175$179K0.0%-9.9%0.048%
8/14/2025The Manufacturers Life Insurance Company 352,351$6.87M0.0%-0.7%1.842%
8/14/2025Fourthstone LLC1,573,924$30.71M6.0%-12.3%8.228%
8/13/2025Marshall Wace LLP55,451$1.08M0.0%+192.6%0.290%
8/13/2025First Trust Advisors LP12,165$237K0.0%+7.0%0.064%
8/13/2025 Invesco Ltd.19,471$380K0.0%-3.8%0.102%
8/13/2025Systematic Financial Management LP308,375$6.02M0.2%+2.0%1.612%
8/13/2025 Hsbc Holdings PLC24,884$485K0.0%N/A0.130%
8/13/2025 Elevation Point Wealth Partners LLC25,458$497K0.0%+75.6%0.133%
8/12/2025American Century Companies Inc.90,053$1.76M0.0%-4.6%0.472%
8/12/2025 Private Management Group Inc.548,634$10.70M0.4%-0.3%2.878%
8/12/2025 Rhumbline Advisers25,850$504K0.0%+46.2%0.136%
8/12/2025JPMorgan Chase & Co.21,357$417K0.0%+42.5%0.112%
8/8/2025Geode Capital Management LLC396,070$7.73M0.0%-0.2%2.078%
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8/7/2025 Connor Clark & Lunn Investment Management Ltd.49,747$971K0.0%+7.9%0.261%
8/4/2025Bridgewealth Advisory Group LLC25,800$503K0.1%+110.8%0.135%
6/27/2025Goldman Sachs Group Inc.47,590$879K0.0%-5.4%0.250%
5/29/2025Rhumbline Advisers17,677$327K0.0%-17.3%0.093%
5/19/2025Jane Street Group LLC31,982$591K0.0%N/A0.168%
5/16/2025Empowered Funds LLC31,579$584K0.0%-52.9%0.166%
5/16/2025Goldman Sachs Group Inc.47,590$879K0.0%-5.4%0.250%
5/15/2025Cubist Systematic Strategies LLC11,339$210K0.0%N/A0.059%
5/15/2025Royal Bank of Canada12,025$222K0.0%-15.1%0.063%
5/14/2025Systematic Financial Management LP302,435$5.59M0.2%+0.8%1.587%


CWBC Institutional Ownership - Frequently Asked Questions

During the previous two years, 88 institutional investors and hedge funds held shares of Community West Bancshares. The most heavily invested institutionals were Fourthstone LLC ($29.50M), Vanguard Group Inc. ($19.70M), Dimensional Fund Advisors LP ($19.58M), Private Management Group Inc. ($12.10M), Systematic Financial Management LP ($9.57M), Geode Capital Management LLC ($8.79M), and The Manufacturers Life Insurance Company ($7.74M).Learn more on Community West Bancshares' institutional investors.

33.80% of Community West Bancshares' stock is owned by institutional investors. Learn more on CWBC's institutional investor holdings.

Of the 76 institutional investors that purchased Community West Bancshares' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: PL Capital Advisors LLC ($7.82M), Dimensional Fund Advisors LP ($581.84K), Systematic Financial Management LP ($413.15K), The Manufacturers Life Insurance Company ($243.17K), Cutler Capital Management LLC ($162.06K), Fourthstone LLC ($149.51K), and Renaissance Technologies LLC ($139.35K).

Institutional investors have bought a total of 975,595 shares in the last 24 months. This purchase volume represents approximately $21.23M in transactions.

Of the 28 institutional investors that sold Community West Bancshares' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Fourthstone LLC ($373.53K), PL Capital Advisors LLC ($96K), Bridgeway Capital Management LLC ($63.35K), Empowered Funds LLC ($35.44K), Marshall Wace LLP ($25.88K), BNP Paribas Financial Markets ($13.93K), and Private Management Group Inc. ($12.44K).

Institutional investors have sold a total of 692,232 shares in the last 24 months. This volume of shares sold represents approximately $14.47M in transactions.



This page (NASDAQ:CWBC) was last updated on 5/14/2026 by MarketBeat.com Staff.
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