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Community West Bancshares (CWBC) Institutional Ownership

Community West Bancshares logo
$26.19 -0.10 (-0.38%)
As of 09/11/2026 04:00 PM 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)
57
Total
Institutional Inflows
(last 12 months)
$129.75M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$11.00M
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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
9/9/2026 Sequoia Financial Advisors LLC11,563$311K0.0%N/A0.043%
9/9/2026 Engineers Gate Manager LP18,053$485K0.0%N/A0.067%
9/9/2026 Integrated Wealth Concepts LLC10,462$281K0.0%+6.3%0.039%
9/9/2026 Squarepoint Ops LLC150,357$4.04M0.0%N/A0.554%
9/8/2026 Mraz Amerine & Associates Inc.8,247$222K0.0%N/A0.030%
8/24/2026 California State Teachers Retirement System8,676$233K0.0%+857.6%0.032%
8/20/2026 Susquehanna Fundamental Investments LLC52,414$1.41M0.0%+160.6%0.193%
8/20/2026 Private Management Group Inc.485,589$13.04M0.3%-8.3%1.790%
8/19/2026 Wellington Management Group LLP1,136,107$30.52M0.0%+275.2%4.187%
8/18/2026 Empowered Funds LLC14,148$380K0.0%N/A0.052%
8/17/2026 Bank of America Corp DE27,854$748K0.0%N/A0.103%
8/14/2026 Legal & General Group Plc2,370$64K0.0%N/A0.009%
8/14/2026 The Manufacturers Life Insurance Company338,451$9.09M0.0%N/A1.248%
8/14/2026 Algert Global LLC55,552$1.49M0.0%-43.1%0.205%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.107,832$2.90M0.0%N/A0.397%
8/13/2026 Pinnacle Holdings LLC21,906$588K0.2%N/A0.081%
8/12/2026 Quantbot Technologies LP20,869$561K0.0%N/A0.077%
8/12/2026 Ieq Capital LLC8,440$227K0.0%N/A0.031%
8/11/2026 Allworth Financial LP7,375$198K0.0%N/A0.027%
8/7/2026 BlackRock Inc.2,386,807$64.11M0.0%N/A8.796%
8/7/2026 Deutsche Bank AG23,999$645K0.0%N/A0.088%
8/6/2026 Bank of New York Mellon Corp96,820$2.60M0.0%N/A0.357%
5/19/2026 Bank of America Corp DE43,131$1.01M0.0%+14.2%0.159%
5/16/2026 The Manufacturers Life Insurance Company338,920$7.90M0.0%-1.4%1.249%
5/16/2026 Quantinno Capital Management LP26,130$609K0.0%+33.2%0.096%
5/15/2026 Mendon Capital Advisors Corp24,796$578K0.2%N/A0.091%
5/14/2026 Renaissance Technologies LLC143,708$3.35M0.0%-14.0%0.750%
5/14/2026 Arrowstreet Capital Limited Partnership70,814$1.65M0.0%+90.6%0.369%
5/14/2026 Systematic Financial Management LP410,578$9.57M0.2%-0.3%2.142%
5/14/2026 Sei Investments Co.70,984$1.65M0.0%+159.1%0.370%
5/13/2026 First 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%
2/18/2026 Mercer Global Advisors Inc. ADV29,657$667K0.0%+11.9%0.155%
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2/18/2026 XTX Topco Ltd15,807$356K0.0%N/A0.083%
2/18/2026 Zacks Investment Management20,696$466K0.0%N/A0.108%
2/18/2026 Wellington Management Group LLP164,621$3.70M0.0%+3.8%0.859%
2/18/2026 Occudo Quantitative Strategies LP14,146$318K0.0%N/A0.074%
2/18/2026 Millennium Management LLC11,163$251K0.0%N/A0.058%
2/18/2026 Bridgeway Capital Management LLC14,930$336K0.0%-63.3%0.078%
2/17/2026 AQR Capital Management LLC56,073$1.26M0.0%+31.1%0.293%
2/17/2026 Jump Financial LLC33,692$758K0.0%N/A0.176%
2/17/2026 Price T Rowe Associates Inc. MD9,957$225K0.0%N/A0.052%
2/16/2026 Barclays PLC66,643$1.50M0.0%+15.0%0.348%
2/13/2026 Marshall Wace LLP50,273$1.13M0.0%-34.0%0.262%
2/13/2026 The Manufacturers Life Insurance Company 343,891$7.74M0.0%-0.9%1.795%
2/13/2026 Fourthstone LLC1,310,897$29.50M5.5%-10.4%6.842%
2/13/2026 First Trust Advisors LP61,444$1.38M0.0%-2.6%0.321%
2/13/2026 Charles Schwab Investment Management Inc.48,169$1.08M0.0%-1.1%0.251%
2/13/2026 State 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%
2/12/2026 Orion Porfolio Solutions LLC43,202$972K0.0%+54.2%0.225%
2/12/2026 Renaissance 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%
2/11/2026 Franklin Resources Inc.11,224$253K0.0%N/A0.059%
2/11/2026Brandywine Global Investment Management LLC14,055$316K0.0%N/A0.073%
2/11/2026 Platform Wealth Management LLC24,791$558K0.1%N/A0.129%
2/10/2026 Goldman 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%
2/9/2026 Geode Capital Management LLC390,477$8.79M0.0%-1.0%2.038%
2/9/2026 Systematic Financial Management LP411,859$9.27M0.2%+34.1%2.150%
2/4/2026 NWM 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%
1/1/2026 JPMorgan Chase & Co.29,358$612K0.0%+37.5%0.153%
11/17/2025 Mercer Global Advisors Inc. ADV26,497$552K0.0%+21.9%0.138%
11/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.7,840$163K0.0%-14.6%0.041%
11/17/2025 Bank of America Corp DE31,825$663K0.0%-2.5%0.166%
11/17/2025 Alliancebernstein L.P.19,612$409K0.0%-37.1%0.102%
11/17/2025 Ameriprise Financial Inc.299,656$6.25M0.0%-0.5%1.564%
11/14/2025 Two Sigma Investments LP42,356$883K0.0%+75.0%0.221%
11/14/2025 Bridgeway 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%
11/13/2025 Arrowstreet 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%
11/13/2025 First Trust Advisors LP63,054$1.31M0.0%+418.3%0.330%
11/12/2025 Barclays PLC57,945$1.21M0.0%-3.4%0.303%
11/12/2025 Dimensional Fund Advisors LP786,040$16.38M0.0%+2.2%4.109%
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11/12/2025 Victory 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%
11/7/2025 JPMorgan 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%
8/27/2025 Orion Porfolio Solutions LLC28,321$553K0.0%+4.1%0.148%
8/15/2025 Tower Research Capital LLC TRC 3,237$63K0.0%+75.5%0.017%
8/15/2025 Orion Porfolio Solutions LLC28,321$553K0.0%+4.1%0.148%
8/15/2025 BNP Paribas Financial Markets4,705$92K0.0%-74.7%0.025%
8/15/2025 Bridgeway Capital Management LLC46,701$911K0.0%-40.3%0.244%


CWBC Institutional Ownership - Frequently Asked Questions

During the previous two years, 95 institutional investors and hedge funds held shares of Community West Bancshares. The most heavily invested institutionals were BlackRock Inc. ($64.11M), Wellington Management Group LLP ($30.52M), Fourthstone LLC ($29.50M), Vanguard Group Inc. ($19.70M), Dimensional Fund Advisors LP ($19.58M), Private Management Group Inc. ($13.04M), and Systematic Financial Management LP ($9.57M).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 81 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), BlackRock Inc. ($2.39M), Wellington Management Group LLP ($902.15K), The Manufacturers Life Insurance Company ($338.45K), Squarepoint Ops LLC ($167.34K), Cutler Capital Management LLC ($162.06K), and Connor Clark & Lunn Investment Management Ltd. ($157.58K).

Institutional investors have bought a total of 4,969,897 shares in the last 24 months. This purchase volume represents approximately $129.75M in transactions.

Of the 25 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 ($151.89K), PL Capital Advisors LLC ($96K), Private Management Group Inc. ($55.05K), Algert Global LLC ($42.11K), Bridgeway Capital Management LLC ($31.77K), Marshall Wace LLP ($25.88K), and Renaissance Technologies LLC ($23.30K).

Institutional investors have sold a total of 473,773 shares in the last 24 months. This volume of shares sold represents approximately $11.00M in transactions.



Institutional ownership data for NASDAQ:CWBC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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