CWBC Institutional Ownership
Who owns Community West Bancshares and what the big funds did with it last quarter, from every SEC 13F filing. 149 funds reported holding CWBC at Jun 30, 2026, together owning 58.7% of the company.
- ▲110 buying vs 31 selling
- ▲Held by funds +17.5 pts
- ▲Funds holding +22
- ▲Superinvestors: 2 added, 0 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 149 | 127 | +17.3% |
| In funds' top 10 | 0 | 1 | −100.0% |
| 13F shares | 15.9M | 11.2M | +42.6% |
| Held by funds | 58.7% | 41.1% | +17.5 pts |
| New positions | 35 | 29 | +20.7% |
| Increased | 75 | 45 | +66.7% |
| Reduced | 19 | 27 | −29.6% |
| Sold out | 12 | 13 | −7.7% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in CWBC
All superinvestors →
Who owns CWBC
share of fund held shares- Index and passive funds43.5%
- Active managers and hedge funds49.3%
- Banks and brokers4.9%
- Pensions, insurers and other2.2%
The top 10 holders own 57.5% of all CWBC shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
15 funds changed their position- Principal Financial Group IncAdded+69K sh
- Creative PlanningTrimmed−4,231 sh
- Farther Finance Advisors, LLCTrimmed−2,248 sh
- DeDora Capital, Inc.New+2,000 sh
- State of Alaska, Department of RevenueAdded+399 sh
🔒 Free account: see all 15.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 8.80% | 2.4M | $64.1M | +498K |
| 2 | Dimensional Fund Advisors LP | 4.66% | 1.3M | $34M | +425K |
| 3 | Wellington Management Group LLP | 4.19% | 1.1M | $30.5M | +833K |
| 4 | Vanguard Capital Management LLC | 3.96% | 1.1M | $28.9M | +331K |
| 5 | State Street Corp | 3.01% | 816K | $21.9M | +474K |
| 6 | Geode Capital Management, LLC | 2.27% | 617K | $16.6M | +220K |
| 7 | Systematic Financial Management LP | 1.84% | 500K | $13.4M | +90K |
| 8 | Bridgewealth Advisory Group, LLC | 1.82% | 495K | $13.3M | +469K |
| 9 | Private Management Group Inc | 1.79% | 486K | $13M | −44K |
| 10 | American Century Companies Inc | 1.42% | 386K | $10.4M | +55K |
- Wellington Management Group LLP+833K sh+$22.4M
- BlackRock, Inc.+498K sh+$13.4M
- State Street Corp+474K sh+$12.7M
- Bridgewealth Advisory Group, LLC+469K sh+$12.6M
- Dimensional Fund Advisors LP+425K sh+$11.4M
- Vanguard Capital Management LLC+331K sh+$8.9M
- Two Sigma Investments, LP+287K sh+$7.7M
- Arrowstreet Capital, Limited Partnership+256K sh+$6.9M
- Fourthstone LLC−1.4M sh−$31.7M
- Qube Research & Technologies Ltd−65K sh−$1.5M
- Private Management Group Inc−44K sh−$1.2M
- Algert Global LLC−42K sh−$1.1M
- Sei Investments Co−33K sh−$888K
- DRW Securities, LLC−25K sh−$587K
- HSBC Holdings PLC−21K sh−$492K
- Potentia Wealth−20K sh−$470K
CWBC institutional ownership FAQ
Who owns the most CWBC stock?
In Q2 2026 13F filings the largest holder of CWBC was BlackRock, Inc., followed by Dimensional Fund Advisors LP and Wellington Management Group LLP. Index fund managers are usually the biggest holders of large companies.
What percentage of CWBC is owned by institutions?
Funds that file 13F reports held 58.7% of CWBC's shares at Jun 30, 2026, compared with 41.1% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying CWBC?
In Q2 2026, 110 funds bought CWBC (35 of them new positions) and 31 sold (12 sold out completely). Among well known investors, 2 added and 0 cut. Our fund sentiment for CWBC is strongly bullish.
What is CWBC's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this CWBC ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.