CWBC Institutional Ownership & Shareholders

COMMUNITY WEST BANCSHARES (CWBC) is currently held by 145 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $414.51M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Blackrock, Inc. is currently the largest disclosed institutional shareholder of CWBC tracked by InsiderSet, reporting ownership valued at approximately $64.11M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $62.92M, representing an estimated loss of -1.86% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed CWBC value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Dimensional Fund Advisors Lp, Wellington Management Group Llp, and several other long-term asset managers with concentrated positions in COMMUNITY WEST BANCSHARES (CWBC).

This page ranks the largest institutional CWBC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

145

Total Reported Value

$414.51M

Largest Holder

Blackrock, Inc.

Largest Position

$64.11M

Insider Transactions (90d)

7

Latest Filing Quarter

Q2 2026

New Institutional Positions

124

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Blackrock, Inc.0.00%2,386,807$64,109,636$62,916,233-$1,193,403-1.86%
Dimensional Fund Advisors Lp0.01%1,265,092$33,980,096$33,347,825-$632,271-1.86%
Wellington Management Group Llp0.01%1,136,107$30,515,834$29,947,781-$568,053-1.86%
Vanguard Capital Management Llc0.00%1,075,657$28,892,147$28,354,319-$537,828-1.86%
State Street Corp0.00%815,651$21,908,386$21,500,560-$407,826-1.86%
Geode Capital Management, Llc0.00%616,973$16,575,186$16,263,408-$311,778-1.88%
Systematic Financial Management Lp0.27%500,161$13,434,323$13,184,244-$250,079-1.86%
Bridgewealth Advisory Group, Llc2.51%494,690$13,287,373$13,040,028-$247,345-1.86%
Private Management Group Inc0.34%485,589$13,042,921$12,800,126-$242,795-1.86%
American Century Companies Inc0.00%385,572$10,356,464$10,163,678-$192,786-1.86%
Manufacturers Life Insurance Company, The0.01%338,451$9,090,794$8,921,568-$169,226-1.86%
Pl Capital Advisors, Llc2.46%329,551$8,851,740$8,686,964-$164,776-1.86%
Arrowstreet Capital, Limited Partnership0.00%326,583$8,772,019$8,608,728-$163,291-1.86%
Fmr Llc0.00%296,127$7,953,981$7,805,908-$148,073-1.86%
Two Sigma Investments, Lp0.01%286,953$7,707,558$7,564,081-$143,477-1.86%
Hotchkis & Wiley Capital Management Llc0.02%277,860$7,463,320$7,324,390-$138,930-1.86%
Renaissance Technologies LLCJim Simons0.01%259,325$6,965,469$6,835,807-$129,662-1.86%
Citadel Advisors Llc0.00%221,531$5,950,323$5,839,557-$110,766-1.86%
Northern Trust Corp0.00%209,607$5,630,044$5,525,241-$104,803-1.86%
Vanguard Portfolio Management Llc0.00%205,949$5,531,790$5,428,816-$102,974-1.86%
Cutler Capital Management, Llc1.13%162,139$4,355,057$4,273,984-$81,073-1.86%
Vanguard Fiduciary Trust Co0.00%157,284$4,224,648$4,146,006-$78,642-1.86%
Goldman Sachs Group Inc0.00%155,829$4,185,567$4,107,652-$77,915-1.86%
Squarepoint Ops Llc0.01%150,357$4,038,589$3,963,411-$75,178-1.86%
Ubs Group Ag0.00%130,451$3,503,913$3,438,688-$65,225-1.86%
Siena Capital Partners Gp, Llc0.83%127,116$3,414,336$3,350,778-$63,558-1.86%
Connor, Clark & Lunn Investment Management Ltd.0.01%107,832$2,896,368$2,842,452-$53,916-1.86%
Marshall Wace, Llp0.00%101,851$2,735,718$2,684,792-$50,926-1.86%
Morgan Stanley0.00%98,680$2,650,582$2,601,205-$49,377-1.86%
Bank Of New York Mellon Corp0.00%96,820$2,600,588$2,552,175-$48,413-1.86%
Prudential Financial Inc0.00%95,615$2,568,219$2,520,411-$47,808-1.86%
First Trust Advisors Lp0.00%87,057$2,338,351$2,294,823-$43,528-1.86%
Caldwell Sutter Capital, Inc.0.80%78,625$2,111,868$2,072,555-$39,313-1.86%
Aqr Capital Management Llc0.00%77,984$2,094,656$2,055,658-$38,998-1.86%
Charles Schwab Investment Management Inc0.00%69,767$1,873,942$1,839,058-$34,884-1.86%
Los Angeles Capital Management Llc0.01%68,003$1,826,560$1,792,559-$34,001-1.86%
Barclays Plc0.00%67,076$1,801,662$1,768,123-$33,539-1.86%
Xtx Topco Ltd0.02%65,966$1,771,847$1,738,864-$32,983-1.86%
Alliancebernstein L.P.0.00%67,460$1,571,818$1,778,246+$206,428+13.13%
Algert Global Llc0.02%55,552$1,492,127$1,464,351-$27,776-1.86%
Susquehanna Fundamental Investments, Llc0.03%52,414$1,407,840$1,381,633-$26,207-1.86%
Arbiter Partners Capital ManagementPaul Isaac0.75%52,064$1,398,439$1,372,407-$26,032-1.86%
D. E. Shaw & Co., Inc.0.00%51,345$1,379,127$1,353,454-$25,673-1.86%
Victory Capital Management Inc0.00%47,000$1,262,420$1,238,920-$23,500-1.86%
Hrt Financial Lp0.00%46,289$1,243,000$1,220,178-$22,822-1.84%
Orion Porfolio Solutions, Llc0.01%43,256$1,161,868$1,140,228-$21,640-1.86%
Destination Wealth Management0.03%42,723$1,147,540$1,126,178-$21,362-1.86%
Kestra Private Wealth Services, Llc0.01%42,225$1,099,541$1,113,051+$13,510+1.23%
Nuveen, Llc0.00%38,202$1,026,105$1,007,005-$19,100-1.86%
Sei Investments Co0.00%37,907$1,018,184$999,229-$18,955-1.86%
Showing 50 of 144

Frequently asked questions about CWBC

  • Who are the largest institutional holders of CWBC?

    The largest institutional holders of CWBC reported in the latest SEC Form 13F filings include Blackrock, Inc., Dimensional Fund Advisors Lp, Wellington Management Group Llp, Vanguard Capital Management Llc, and State Street Corp. InsiderSet ranks institutional holders by their latest reported CWBC position.

  • What is CWBC institutional ownership?

    This page tracks CWBC positions reported by institutional investment managers through SEC Form 13F. COMMUNITY WEST BANCSHARES (CWBC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own CWBC?

    InsiderSet currently tracks 145 institutional managers reporting CWBC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CWBC shareholders.

  • How much CWBC stock do institutions own?

    Institutional investment managers disclosed approximately $414.51M in CWBC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was CWBC institutional ownership last updated?

    The latest CWBC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional CWBC holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CWBC position after the reporting date.

  • Are institutions buying or selling CWBC?

    Institutional buying and selling can be analyzed by comparing CWBC positions across consecutive 13F reporting periods. InsiderSet's CWBC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CWBC ownership changes.

  • How has CWBC institutional ownership changed over time?

    InsiderSet tracks CWBC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.