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Coastal Financial (CCB) Institutional Ownership

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$100.59 +3.72 (+3.84%)
Closing price 04:00 PM Eastern
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$101.38 +0.79 (+0.79%)
As of 05:29 PM Eastern
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Institutional Ownership Changes (13F Filings) for Coastal Financial (NASDAQ:CCB)

Current
Institutional Ownership
Percentage
59.24%
Number of
Institutional Buyers
(last 12 months)
111
Total
Institutional Inflows
(last 12 months)
$367.64M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$68.68M
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CCB Institutional Buying and Selling by Quarter

Coastal Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/27/2025Goldman Sachs Group Inc.73,503$6.65M0.0%+44.8%0.489%
6/18/2025Voya Investment Management LLC3,228$292K0.0%-10.6%0.021%
6/6/2025Militia Capital Partners LP11,000$995K0.8%+22.2%0.073%
5/29/2025Rhumbline Advisers16,700$1.51M0.0%+8.2%0.111%
5/27/2025Advisors Capital Management LLC139,895$12.65M0.2%-12.3%0.931%
5/21/2025Mendon Capital Advisors Corp15,000$1.36M0.7%-50.0%0.100%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC26,465$2.39M0.0%+4.1%0.176%
5/16/2025Empowered Funds LLC12,439$1.13M0.0%+7.3%0.083%
5/16/2025Great Lakes Advisors LLC49,913$4.51M0.0%N/A0.332%
5/16/2025Ashton Thomas Private Wealth LLC3,500$316K0.0%-20.5%0.023%
5/16/2025Goldman Sachs Group Inc.73,503$6.65M0.0%+44.8%0.489%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.7,436$672K0.0%+15.1%0.049%
5/16/2025Jacobs Levy Equity Management Inc.16,176$1.46M0.0%-20.1%0.108%
5/16/2025EJF Capital LLC13,218$1.20M0.8%-34.4%0.088%
5/16/2025Boothbay Fund Management LLC91,715$8.29M0.2%-24.9%0.610%
5/16/2025Bridgeway Capital Management LLC67,839$6.13M0.2%+275.0%0.451%
5/16/2025AQR Capital Management LLC13,102$1.19M0.0%+3.7%0.087%
5/15/2025PDT Partners LLC19,408$1.76M0.1%+30.6%0.129%
5/15/2025Cubist Systematic Strategies LLC6,255$566K0.0%+208.1%0.042%
5/15/2025Royal Bank of Canada7,197$651K0.0%-6.5%0.048%
5/15/2025Azora Capital LP594,142$53.72M3.6%+49.3%3.954%
5/15/2025The Manufacturers Life Insurance Company 383,632$34.68M0.0%-0.5%2.553%
5/15/2025Driehaus Capital Management LLC216,882$19.61M0.2%+125.4%1.443%
5/15/2025Elizabeth Park Capital Advisors Ltd.47,256$4.27M3.8%+29.3%0.314%
5/14/2025Jacobs Asset Management LLC82,500$7.46M4.7%-25.1%0.550%
5/14/2025Rafferty Asset Management LLC16,486$1.49M0.0%+45.4%0.110%
5/14/2025Corebridge Financial Inc.6,132$554K0.0%+8.6%0.041%
5/14/2025MetLife Investment Management LLC7,272$657K0.0%+6.2%0.048%
5/14/2025AlphaQuest LLC2,079$188K0.0%N/A0.014%
5/14/2025T. Rowe Price Investment Management Inc.1,339,269$121.08M0.1%+1.3%8.924%
5/14/2025Quantbot Technologies LP8,476$766K0.0%+10,112.0%0.056%
5/14/2025Wellington Management Group LLP446,213$40.34M0.0%-2.3%2.973%
5/13/2025Northern Trust Corp116,160$10.50M0.0%+8.4%0.774%
5/13/2025American Century Companies Inc.206,433$18.66M0.0%+31.3%1.376%
5/13/2025Persistent Asset Partners Ltd21,814$1.97M1.7%+17.0%0.145%
5/13/2025Informed Momentum Co LLC36,471$3.30M0.6%-28.4%0.243%
5/12/2025Nuveen LLC87,060$7.87M0.0%N/A0.580%
5/12/2025Invesco Ltd.86,376$7.81M0.0%+10.3%0.576%
5/12/2025Townsquare Capital LLC17,017$1.54M0.0%-26.3%0.113%
5/9/2025Deutsche Bank AG9,866$892K0.0%-8.7%0.066%
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5/9/2025Charles Schwab Investment Management Inc.98,858$8.94M0.0%+6.3%0.659%
5/9/2025Vanguard Group Inc.739,322$66.84M0.0%+7.9%4.927%
5/9/2025Intrust Bank NA12,557$1.14M0.1%-8.2%0.084%
5/9/2025Westwood Holdings Group Inc.449,113$40.60M0.3%+400.4%2.993%
5/9/2025Pacific Ridge Capital Partners LLC18,969$1.72M0.5%-9.3%0.126%
5/8/2025Alberta Investment Management Corp22,124$2M0.0%N/A0.147%
5/8/2025US Bancorp DE11,831$1.07M0.0%+8.2%0.079%
5/8/2025XTX Topco Ltd6,301$570K0.0%N/A0.042%
5/8/2025Federated Hermes Inc.11,205$1.01M0.0%-1.1%0.075%
5/7/2025Norden Group LLC3,345$302K0.0%-11.1%0.022%
5/6/2025Royce & Associates LP106,339$9.61M0.1%+18.7%0.709%
5/5/2025GW&K Investment Management LLC277,950$25.13M0.2%-8.4%1.852%
5/1/2025Emerald Advisers LLC7,242$655K0.0%+32.8%0.048%
5/1/2025Arizona State Retirement System3,844$348K0.0%+15.8%0.026%
5/1/2025Emerald Mutual Fund Advisers Trust64,873$5.87M0.4%+9.9%0.432%
5/1/2025Stieven Capital Advisors L.P.88,471$8.00M1.5%-13.4%0.590%
5/1/2025Diversify Wealth Management LLC10,808$942K0.1%-23.3%0.072%
4/30/2025Arcus Capital Partners LLC12,619$1.14M0.5%N/A0.084%
4/30/2025Rosenthal Henry Capital Advisors Inc.29,595$2.68M2.7%-1.7%0.197%
4/29/2025Envestnet Asset Management Inc.48,494$4.38M0.0%-23.5%0.323%
4/29/2025Bank of New York Mellon Corp39,989$3.62M0.0%+4.7%0.266%
4/28/2025Principal Financial Group Inc.14,303$1.29M0.0%+87.5%0.095%
4/28/2025First Horizon Advisors Inc.2,058$186K0.0%-13.1%0.014%
4/28/2025First Bank & Trust14,745$1.33M0.3%-12.0%0.098%
4/25/2025Peregrine Capital Management LLC112,594$10.18M0.3%N/A0.750%
4/21/2025Riverwater Partners LLC29,859$2.70M1.4%-18.6%0.199%
4/17/2025FNY Investment Advisers LLC4,600$415K0.3%+15.0%0.031%
4/16/2025SummerHaven Investment Management LLC17,138$1.55M1.1%+0.9%0.114%
4/15/2025USA Financial Formulas1,254$113K0.0%-13.0%0.008%
4/15/2025SG Americas Securities LLC6,350$574K0.0%-2.6%0.042%
4/14/2025Portside Wealth Group LLC3,666$331K0.1%-23.0%0.024%
4/11/2025Magnus Financial Group LLC4,668$422K0.0%-14.7%0.031%
4/9/2025Cox Capital Mgt LLC47,977$4.34M3.2%-1.3%0.320%
4/8/2025Rhumbline Advisers16,700$1.51M0.0%+8.2%0.111%
4/8/2025Parallel Advisors LLC5,978$540K0.0%-25.0%0.040%
4/7/2025GAMMA Investing LLC3,526$319K0.0%+50,271.4%0.023%
3/24/2025Wellington Management Group LLP456,887$38.79M0.0%+1,067.9%3.373%
2/24/2025Ameriflex Group Inc.1,929$172K0.1%N/A0.014%
2/19/2025Public Employees Retirement System of Ohio5,280$448K0.0%N/A0.039%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC25,417$2.16M0.0%+101.7%0.188%
2/17/2025Westwood Holdings Group Inc.89,742$7.62M0.1%N/A0.663%
2/17/2025Squarepoint Ops LLC19,597$1.66M0.0%N/A0.145%
2/17/2025Two Sigma Advisers LP20,900$1.78M0.0%-5.4%0.154%
2/17/2025Two Sigma Investments LP43,681$3.71M0.0%+49.7%0.323%
2/17/2025Tidal Investments LLC4,032$342K0.0%N/A0.030%
2/17/2025Rafferty Asset Management LLC11,342$963K0.0%+4.9%0.084%
2/17/2025Point72 Asset Management L.P.3,300$280K0.0%-19.2%0.024%
2/17/2025ProShare Advisors LLC3,198$272K0.0%N/A0.024%
2/17/2025Nuveen Asset Management LLC96,253$8.17M0.0%+88.2%0.711%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.6,459$548K0.0%+5.6%0.048%
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2/17/2025Jacobs Asset Management LLC110,096$9.35M5.6%-41.3%0.813%
2/17/2025Jacobs Levy Equity Management Inc.20,246$1.72M0.0%-2.3%0.150%
2/17/2025Janus Henderson Group PLC11,229$954K0.0%-1.6%0.083%
2/17/2025Fiduciary Trust Co3,940$335K0.0%N/A0.029%
2/17/2025FJ Capital Management LLC55,877$4.75M0.6%N/A0.413%
2/17/2025Deutsche Bank AG10,806$918K0.0%+52.2%0.080%
2/17/2025Driehaus Capital Management LLC96,215$8.17M0.1%N/A0.711%
2/17/2025Corton Capital Inc.4,289$364K0.2%-59.1%0.032%
2/17/2025Cubist Systematic Strategies LLC2,030$172K0.0%-82.6%0.015%
2/17/2025Bridgeway Capital Management LLC18,091$1.54M0.0%+2.9%0.134%
(Data available from 1/1/2016 forward)

CCB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CCB shares?

During the previous two years, 159 institutional investors and hedge funds held shares of Coastal Financial. The most heavily invested institutionals were T. Rowe Price Investment Management Inc. ($121.08M), Vanguard Group Inc. ($66.84M), Azora Capital LP ($53.72M), Westwood Holdings Group Inc. ($40.60M), Wellington Management Group LLP ($40.34M), Endeavour Capital Advisors Inc. ($38.65M), and The Manufacturers Life Insurance Company ($34.68M).Learn more on Coastal Financial's institutional investors.

What percentage of Coastal Financial's stock is owned by institutional investors?

59.24% of Coastal Financial's stock is owned by institutional investors. Learn more on CCB's institutional investor holdings.

Which institutional investors have been buying Coastal Financial's stock?

Of the 127 institutional investors that purchased Coastal Financial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wellington Management Group LLP ($835.53K), Azora Capital LP ($594.14K), Westwood Holdings Group Inc. ($449.11K), T. Rowe Price Investment Management Inc. ($440.81K), Driehaus Capital Management LLC ($216.88K), Portside Wealth Group LLC ($145.16K), and Vanguard Group Inc. ($139.05K).

How much institutional buying is happening at Coastal Financial?

Institutional investors have bought a total of 4,425,307 shares in the last 24 months. This purchase volume represents approximately $367.64M in transactions.

Which of Coastal Financial's major shareholders have been selling company stock?

Of the 63 institutional investors that sold Coastal Financial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Endeavour Capital Advisors Inc. ($293.18K), Jacobs Asset Management LLC ($105K), Mendon Capital Advisors Corp ($75K), The Manufacturers Life Insurance Company ($34.37K), Los Angeles Capital Management LLC ($32.08K), Boothbay Fund Management LLC ($30.42K), and Geode Capital Management LLC ($29.18K).

How much institutional selling is happening at Coastal Financial?

Institutional investors have sold a total of 867,841 shares in the last 24 months. This volume of shares sold represents approximately $68.68M in transactions.


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This page (NASDAQ:CCB) was last updated on 7/1/2025 by MarketBeat.com Staff
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