COMMUNITY WEST BANCSHARES NE (CWBC)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
144
Reporting holders
$428.5M
Reported value
58.7%
Of shares outstanding
0.2%
Held as options
+21
Holder change
Institutions report 15,937,697 shares against 27,131,078 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $64.1M | 2,386,807 | 0.00% | 8q | +26.3%+$13.4M |
| DIMENSIONAL FUND ADVISORS LP | $34.0M | 1,265,092 | 0.01% | 9q | +50.5%+$11.4M |
| WELLINGTON MANAGEMENT GROUP LLP | $30.5M | 1,136,107 | 0.01% | 9q | +275.2%+$22.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $28.9M | 1,075,657 | 0.00% | 2q | +44.4%+$8.9M |
| STATE STREET CORP | $21.9M | 815,651 | 0.00% | 9q | +139.1%+$12.7M |
| GEODE CAPITAL MANAGEMENT, LLC | $16.6M | 616,973 | 0.00% | 9q | +55.6%+$5.9M |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $13.4M | 500,161 | 0.27% | 9q | +21.8%+$2.4M |
| Bridgewealth Advisory Group, LLC | $13.3M | 494,690 | 2.51% | 9q | +1817.4%+$12.6M |
| PRIVATE MANAGEMENT GROUP INC | $13.0M | 485,589 | 0.34% | 9q | -8.3%-$1.2M |
| AMERICAN CENTURY COMPANIES INC | $10.4M | 385,572 | 0.00% | 9q | +16.5%+$1.5M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $9.1M | 338,451 | 0.01% | 9q | HELD |
| PL Capital Advisors, LLC | $8.9M | 329,551 | 2.46% | 9q | HELD |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $8.8M | 326,583 | 0.00% | 4q | +361.2%+$6.9M |
| FMR LLC | $8.0M | 296,127 | 0.00% | 9q | HELD |
| TWO SIGMA INVESTMENTS, LP | $7.7M | 286,953 | 0.01% | new | NEW |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $7.5M | 277,860 | 0.02% | 2q | +0.7%+$48.3K |
| RENAISSANCE TECHNOLOGIES LLC | $7.0M | 259,325 | 0.01% | 9q | +80.5%+$3.1M |
| BANC FUNDS CO LLC | $6.5M | 240,606 | 1.07% | new | NEW |
| CITADEL ADVISORS LLC | $6.0M | 221,531 | 0.00% | 3q | +2109.3%+$5.7M |
| NORTHERN TRUST CORP | $5.6M | 209,607 | 0.00% | 9q | +46.5%+$1.8M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $5.5M | 205,949 | 0.00% | 2q | +112.5%+$2.9M |
| FRANKLIN RESOURCES INC | $4.6M | 169,407 | 0.00% | 3q | +1096.8%+$4.2M |
| Cutler Capital Management, LLC | $4.4M | 162,139 | 1.13% | 7q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $4.2M | 157,284 | 0.00% | 2q | +37.4%+$1.1M |
| GOLDMAN SACHS GROUP INC | $4.2M | 155,829 | 0.00% | 8q | +86.0%+$1.9M |
| Squarepoint Ops LLC | $4.0M | 150,357 | 0.00% | new | NEW |
| UBS Group AG | $3.5M | 130,451 | 0.00% | 9q | +420.2%+$2.8M |
| Siena Capital Partners GP, LLC | $3.4M | 127,116 | 0.83% | 9q | HELD |
| Connor, Clark & Lunn Investment Management Ltd. | $2.9M | 107,832 | 0.01% | 7q | +91.1%+$1.4M |
| Arbiter Partners Capital Management LLC | $2.8M | 104,128 | 0.74% | 6q | +137.4%+$1.6M |
| MARSHALL WACE, LLP | $2.7M | 101,851 | 0.00% | new | NEW |
| MORGAN STANLEY | $2.7M | 98,680 | 0.00% | 9q | +1.8%+$46.3K |
| Bank of New York Mellon Corp | $2.6M | 96,820 | 0.00% | 9q | +58.3%+$957.9K |
| PRUDENTIAL FINANCIAL INC | $2.6M | 95,615 | 0.00% | 2q | +322.1%+$2.0M |
| FIRST TRUST ADVISORS LP | $2.3M | 87,057 | 0.00% | 8q | +7.6%+$165.8K |
| CALDWELL SUTTER CAPITAL, INC. | $2.1M | 78,625 | 0.80% | 9q | +6.1%+$122.2K |
| AQR CAPITAL MANAGEMENT LLC | $2.1M | 77,984 | 0.00% | 5q | +14.7%+$268.0K |
| Creative Planning | $1.9M | 71,675 | 0.00% | 2q | +83.1%+$873.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.9M | 69,792 | 0.00% | 7q | +113.8%+$997.9K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.9M | 69,767 | 0.00% | 9q | +63.8%+$730.2K |
| Sixth Street Partners Management Company, L.P. | $1.9M | 69,767 | 0.00% | new | NEW |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $1.8M | 68,003 | 0.01% | 2q | +21.3%+$320.7K |
| BARCLAYS PLC | $1.8M | 67,076 | 0.00% | 9q | +64.9%+$708.9K |
| XTX Topco Ltd | $1.8M | 65,966 | 0.02% | 3q | +440.4%+$1.4M |
| ALLIANCEBERNSTEIN L.P. | $1.6M | 67,460 | 0.00% | new | NEW |
| ALGERT GLOBAL LLC | $1.5M | 55,552 | 0.02% | 3q | -71.6%-$3.8M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $1.4M | 52,414 | 0.03% | 2q | +160.6%+$867.6K |
| D. E. Shaw & Co., Inc. | $1.4M | 51,345 | 0.00% | new | NEW |
| SageView Advisory Group, LLC | $1.4M | 50,881 | 0.04% | 2q | +93.9%+$661.7K |
| VICTORY CAPITAL MANAGEMENT INC | $1.3M | 47,000 | 0.00% | 8q | +4.4%+$53.7K |
| Orion Porfolio Solutions, LLC | $1.2M | 43,256 | 0.01% | 9q | +3.2%+$36.0K |
| Destination Wealth Management | $1.1M | 42,723 | 0.03% | new | NEW |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.1M | 42,103 | 0.01% | 9q | HELD |
| Nuveen, LLC | $1.0M | 38,202 | 0.00% | 6q | +72.2%+$430.2K |
| SEI INVESTMENTS CO | $1.0M | 37,907 | 0.00% | 3q | -46.6%-$888.4K |
| PRINCIPAL FINANCIAL GROUP INC | $968.1K | 36,043 | 0.00% | 2q | +7.5%+$67.8K |
| Schonfeld Strategic Advisors LLC | $909.9K | 33,874 | 0.00% | 2q | +218.2%+$624.0K |
| Quantinno Capital Management LP | $869.9K | 32,388 | 0.00% | 4q | +23.9%+$168.1K |
| CITIGROUP INC | $863.3K | 32,140 | 0.00% | 9q | +482.5%+$715.1K |
| Cerity Partners LLC | $862.2K | 32,099 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $845.2K | 31,467 | 0.00% | 9q | +49.4%+$279.6K |
| Invesco Ltd. | $835.6K | 31,110 | 0.00% | 9q | +9.7%+$73.9K |
| BOOTHBAY FUND MANAGEMENT, LLC | $831.6K | 30,962 | 0.01% | 7q | +36.7%+$223.2K |
| BANK OF AMERICA CORP /DE/ | $748.2K | 27,854 | 0.00% | 9q | -35.4%-$410.3K |
| AMERIPRISE FINANCIAL INC | $683.5K | 25,445 | 0.00% | 2q | -49.9%-$681.0K |
| ZACKS INVESTMENT MANAGEMENT | $679.6K | 25,300 | 0.00% | 3q | HELD |
| Platform Wealth Management, LLC | $665.9K | 24,791 | 0.24% | 2q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $644.6K | options only | 0.00% | 3q | OPTIONS |
| DEUTSCHE BANK AG\ | $644.6K | 23,999 | 0.00% | 9q | +89.2%+$303.9K |
| WELLS FARGO & COMPANY/MN | $644.0K | 23,976 | 0.00% | 9q | +2.8%+$17.6K |
| MENDON CAPITAL ADVISORS CORP | $639.2K | 23,796 | 0.23% | 2q | -4.0%-$26.9K |
| Pinnacle Holdings, LLC | $588.4K | 21,906 | 0.18% | 9q | HELD |
| Quantbot Technologies LP | $560.5K | 20,869 | 0.02% | new | NEW |
| Private Advisor Group, LLC | $533.7K | 19,869 | 0.00% | new | NEW |
| Engineers Gate Manager LP | $484.9K | 18,053 | 0.01% | new | NEW |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $468.7K | 17,448 | 0.01% | new | NEW |
| Russell Investments Group, Ltd. | $448.2K | 16,687 | 0.00% | 6q | +747.5%+$395.3K |
| Rafferty Asset Management, LLC | $440.7K | 16,409 | 0.00% | new | NEW |
| Planning Center, Inc. | $437.4K | 16,283 | 0.04% | new | NEW |
| MetLife Investment Management, LLC | $414.3K | 15,426 | 0.00% | 9q | +25.9%+$85.2K |
| ROYAL BANK OF CANADA | $403.0K | 15,013 | 0.00% | 9q | +2302.1%+$386.2K |
| Empowered Funds, LLC | $380.0K | 14,148 | 0.00% | new | NEW |
| Graham Capital Management, L.P. | $330.8K | 12,315 | 0.01% | new | NEW |
| Daytona Street Capital LLC | $319.7K | 11,850 | 0.23% | 3q | HELD |
| Sequoia Financial Advisors, LLC | $310.6K | 11,563 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $307.9K | 11,502 | 0.00% | 9q | +53.8%+$107.7K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $304.1K | 11,322 | 0.00% | 9q | +40.2%+$87.2K |
| NEW YORK STATE COMMON RETIREMENT FUND | $286.0K | 10,646 | 0.00% | 9q | +76.5%+$123.9K |
| Integrated Quantitative Investments LLC | $285.6K | 10,632 | 0.05% | 2q | HELD |
| Integrated Wealth Concepts LLC | $281.0K | 10,462 | 0.00% | 2q | +6.3%+$16.6K |
| Composition Wealth, LLC | $279.2K | 10,396 | 0.00% | new | NEW |
| Sharper & Granite LLC | $278.3K | 10,362 | 0.09% | 9q | HELD |
| CHANNEL WEALTH LLC | $259.1K | 9,646 | 0.06% | 9q | HELD |
| R Squared Ltd | $254.3K | 9,469 | 0.13% | new | NEW |
| OCCUDO QUANTITATIVE STRATEGIES LP | $246.4K | 9,175 | 0.01% | new | NEW |
| RS CRUM INC. | $238.3K | 8,873 | 0.04% | 2q | HELD |
| ELCO Management Co., LLC | $236.3K | 8,796 | 0.10% | 2q | -10.2%-$26.9K |
| Vanguard Global Advisers, LLC | $229.9K | 8,558 | 0.00% | 2q | +40.4%+$66.1K |
| IEQ CAPITAL, LLC | $226.7K | 8,440 | 0.00% | 2q | -3.1%-$7.3K |
| Mraz, Amerine & Associates, Inc. | $221.5K | 8,247 | 0.03% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | Fourthstone LLCwith 5 co-filers | 0.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 144 | $428.5M | 15,937,697 | 33 | 71 | 16 | 0.2% |
| Q1 2026 | 123 | $261.4M | 11,273,845 | 28 | 41 | 24 | 0.4% |
| Q4 2025 | 106 | $230.1M | 10,294,420 | 16 | 33 | 30 | 0.3% |
| Q3 2025 | 97 | $210.1M | 10,083,337 | 10 | 33 | 24 | 0.0% |
| Q2 2025 | 93 | $191.0M | 9,786,652 | 9 | 30 | 28 | 0.0% |
| Q1 2025 | 95 | $176.4M | 9,536,181 | 10 | 26 | 30 | 0.1% |
| Q4 2024 | 87 | $182.8M | 9,434,685 | 13 | 30 | 16 | 0.0% |
| Q3 2024 | 81 | $182.1M | 9,371,209 | 8 | 20 | 24 | 0.9% |
| Q2 2024 | 76 | $167.7M | 9,020,982 | 73 | 0 | 1 | 0.5% |
| Q1 2024 | 36 | $81.9M | 4,600,510 | 9 | 11 | 8 | 0.0% |
| Q4 2023 | 33 | $48.0M | 2,759,798 | 9 | 9 | 7 | 0.0% |
| Q3 2023 | 27 | $30.1M | 2,328,277 | 3 | 8 | 4 | 0.0% |
| Q2 2023 | 27 | $28.8M | 2,309,550 | 3 | 7 | 7 | 0.0% |
| Q1 2023 | 23 | $27.5M | 2,169,975 | 2 | 5 | 5 | 0.0% |
| Q4 2022 | 22 | $29.1M | 1,939,182 | 3 | 5 | 1 | 0.0% |
| Q3 2022 | 25 | $32.8M | 2,400,891 | 0 | 6 | 6 | 0.0% |
| Q2 2022 | 28 | $34.3M | 2,445,984 | 2 | 9 | 6 | 0.0% |
| Q1 2022 | 27 | $33.8M | 2,410,174 | 4 | 5 | 7 | 0.0% |
| Q4 2021 | 24 | $30.2M | 2,258,697 | 1 | 8 | 6 | 0.0% |
| Q3 2021 | 22 | $28.3M | 2,160,873 | 2 | 7 | 8 | 0.0% |
| Q2 2021 | 22 | $34.5M | 2,588,527 | 2 | 8 | 3 | 0.0% |
| Q1 2021 | 22 | $26.5M | 2,061,741 | 2 | 9 | 4 | 0.0% |
| Q4 2020 | 20 | $17.0M | 1,875,513 | 4 | 6 | 4 | 0.0% |
| Q3 2020 | 19 | $14.8M | 1,844,740 | 2 | 5 | 2 | 0.0% |
| Q2 2020 | 20 | $15.9M | 1,856,672 | 2 | 4 | 4 | 0.0% |
| Q1 2020 | 21 | $11.7M | 1,923,746 | 0 | 8 | 4 | 0.0% |
| Q4 2019 | 22 | $21.9M | 1,968,765 | 2 | 3 | 5 | 0.0% |
| Q3 2019 | 27 | $20.1M | 2,037,255 | 2 | 6 | 9 | 0.0% |
| Q2 2019 | 26 | $19.9M | 2,065,089 | 0 | 9 | 7 | 0.0% |
| Q1 2019 | 27 | $20.8M | 2,046,792 | 1 | 14 | 6 | 0.0% |
| Q4 2018 | 28 | $22.4M | 2,237,755 | 0 | 0 | 1 | 0.0% |