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Community West Bancshares (CWBC) Institutional Ownership

Community West Bancshares logo
$26.53 +0.29 (+1.11%)
As of 10/2/2026 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Community West Bancshares (NASDAQ:CWBC)

Current
Institutional Ownership
Percentage
33.80%
Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$129.54M
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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026Sequoia Financial Advisors LLC11,563$311K0.0%N/A0.043%
9/9/2026Engineers Gate Manager LP18,053$485K0.0%N/A0.067%
9/9/2026Integrated Wealth Concepts LLC10,462$281K0.0%+6.3%0.039%
9/9/2026Squarepoint Ops LLC150,357$4.04M0.0%N/A0.554%
9/8/2026Mraz Amerine & Associates Inc.8,247$222K0.0%N/A0.030%
8/20/2026Susquehanna Fundamental Investments LLC52,414$1.41M0.0%+160.6%0.193%
8/20/2026Private Management Group Inc.485,589$13.04M0.3%-8.3%1.790%
8/19/2026Wellington Management Group LLP1,136,107$30.52M0.0%+275.2%4.187%
8/18/2026Empowered Funds LLC14,148$380K0.0%N/A0.052%
8/17/2026Bank of America Corp DE27,854$748K0.0%N/A0.103%
8/14/2026Legal & General Group Plc2,370$64K0.0%N/A0.009%
8/14/2026The Manufacturers Life Insurance Company338,451$9.09M0.0%N/A1.248%
8/14/2026Algert Global LLC55,552$1.49M0.0%-43.1%0.205%
8/13/2026Connor Clark & Lunn Investment Management Ltd.107,832$2.90M0.0%N/A0.397%
8/13/2026Pinnacle Holdings LLC21,906$588K0.2%N/A0.081%
8/12/2026Quantbot Technologies LP20,869$561K0.0%N/A0.077%
8/12/2026Ieq Capital LLC8,440$227K0.0%N/A0.031%
8/11/2026Allworth Financial LP7,375$198K0.0%N/A0.027%
8/7/2026BlackRock Inc.2,386,807$64.11M0.0%N/A8.796%
8/7/2026Deutsche Bank AG23,999$645K0.0%N/A0.088%
8/6/2026Bank of New York Mellon Corp96,820$2.60M0.0%N/A0.357%
5/19/2026Bank of America Corp DE43,131$1.01M0.0%+14.2%0.159%
5/16/2026The Manufacturers Life Insurance Company338,920$7.90M0.0%-1.4%1.249%
5/16/2026Quantinno Capital Management LP26,130$609K0.0%+33.2%0.096%
5/15/2026Mendon Capital Advisors Corp24,796$578K0.2%N/A0.091%
5/14/2026Renaissance Technologies LLC143,708$3.35M0.0%-14.0%0.750%
5/14/2026Arrowstreet Capital Limited Partnership70,814$1.65M0.0%+90.6%0.369%
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%
5/8/2026PNC Financial Services Group Inc.4,188$98K0.0%+56.3%0.022%
5/7/2026Dimensional Fund Advisors LP840,454$19.58M0.0%+4.7%4.384%
5/4/2026Principal Financial Group Inc.33,519$781K0.0%N/A0.175%
4/30/2026Hsbc Holdings PLC21,145$492K0.0%-7.7%0.110%
4/29/2026KERR FINANCIAL PLANNING Corp1,569$38K0.0%N/A0.008%
4/20/2026Kestra Private Wealth Services LLC41,916$977K0.0%+72.2%0.219%
3/20/2026Hsbc Holdings PLC22,919$517K0.0%+3.3%0.120%
2/19/2026Invesco 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%
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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%
2/13/2026Wells Fargo & Company MN25,799$580K0.0%+8.5%0.135%
2/12/2026Jane 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%
2/12/2026Dimensional Fund Advisors LP802,410$18.05M0.0%+2.1%4.188%
2/12/2026Nuveen LLC22,186$499K0.0%-4.8%0.116%
2/12/2026Private 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%
2/10/2026PL Capital Advisors LLC329,551$7.42M2.3%-22.6%1.720%
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%
2/3/2026Channel Wealth LLC10,056$226K0.1%-6.6%0.052%
1/26/2026CWM LLC3,744$84K0.0%+17.6%0.020%
1/23/2026Farther Finance Advisors LLC3,381$76K0.0%+2,945.9%0.018%
1/21/2026Daytona 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%
11/14/2025Private Management Group Inc.545,631$11.37M0.3%-0.5%2.852%
11/13/2025Arrowstreet Capital Limited Partnership14,574$304K0.0%N/A0.076%
11/13/2025BNP Paribas Financial Markets7,795$162K0.0%+65.7%0.041%
11/13/2025Russell 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%
11/12/2025Dimensional 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%
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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%
11/6/2025Rhumbline 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%
8/15/2025BNP 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%


CWBC Institutional Ownership - Frequently Asked Questions

During the previous two years, 93 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 79 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 4,962,127 shares in the last 24 months. This purchase volume represents approximately $129.54M 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.


Related Companies

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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