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Coastal Financial (CCB) Institutional Ownership

Coastal Financial logo
$114.29 +3.92 (+3.55%)
As of 03:38 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)
117
Total
Institutional Inflows
(last 12 months)
$427.83M
Number of
Institutional Sellers
(last 12 months)
74
Total
Institutional Outflows
(last 12 months)
$81.15M
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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
9/4/2025 Osaic Holdings Inc.446$43K0.0%-32.8%0.003%
8/27/2025 Orion Porfolio Solutions LLC63,168$6.12M0.1%+5.6%0.418%
8/18/2025 Nomura Holdings Inc.7,947$770K0.0%N/A0.053%
8/18/2025 Westwood Holdings Group Inc.424,967$41.17M0.3%-5.4%2.812%
8/15/2025 Tower Research Capital LLC TRC 1,262$122K0.0%+521.7%0.008%
8/15/2025 Rafferty Asset Management LLC17,102$1.66M0.0%+3.7%0.113%
8/15/2025 Orion Porfolio Solutions LLC66,394$6.43M0.0%+11.0%0.439%
8/15/2025 Militia Capital Partners LP32,900$3.19M1.5%+199.1%0.218%
8/15/2025 EJF Capital LLC13,547$1.31M1.0%+2.5%0.090%
8/15/2025 BNP Paribas Financial Markets7,141$692K0.0%+214.6%0.047%
8/15/2025 Boothbay Fund Management LLC110,915$10.74M0.2%+20.9%0.734%
8/15/2025 Bridgeway Capital Management LLC61,843$5.99M0.1%-8.8%0.409%
8/15/2025 Bank of America Corp DE46,160$4.47M0.0%+11.8%0.305%
8/15/2025 Ameriprise Financial Inc.14,503$1.41M0.0%-14.4%0.096%
8/14/2025 PDT Partners LLC13,769$1.33M0.1%-29.1%0.091%
8/14/2025 Raymond James Financial Inc.7,372$714K0.0%+17.6%0.049%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.7,071$685K0.0%-4.9%0.047%
8/14/2025 Diversify Wealth Management LLC8,345$859K0.1%-22.8%0.055%
8/14/2025 Alliancebernstein L.P.128,606$12.46M0.0%-3.1%0.851%
8/14/2025 The Manufacturers Life Insurance Company 362,067$35.07M0.0%-5.6%2.396%
8/14/2025 Sei Investments Co.21,020$2.04M0.0%+185.7%0.139%
8/14/2025 Azora Capital LP751,098$72.76M3.3%+26.4%4.971%
8/14/2025 Cooper Creek Partners Management LLC77,661$7.52M0.2%+20.0%0.514%
8/14/2025 Elizabeth Park Capital Advisors Ltd.39,311$3.81M3.4%-16.8%0.260%
8/13/2025 Jump Financial LLC3,400$329K0.0%N/A0.023%
8/13/2025 Amundi3,565$366K0.0%N/A0.024%
8/13/2025 Endeavour Capital Advisors Inc.311,495$30.18M10.4%-6.0%2.062%
8/13/2025 First Trust Advisors LP68,748$6.66M0.0%+657.4%0.455%
8/13/2025 Kennedy Capital Management LLC173,062$16.77M0.4%-11.1%1.145%
8/13/2025 Invesco Ltd.64,955$6.29M0.0%-24.8%0.430%
8/13/2025 Quantbot Technologies LP9,535$924K0.0%+12.5%0.063%
8/13/2025 Russell Investments Group Ltd.827$80K0.0%+229.5%0.005%
8/12/2025 XTX Topco Ltd5,852$567K0.0%-7.1%0.039%
8/12/2025 American Century Companies Inc.481,933$46.69M0.0%+133.5%3.206%
8/12/2025 Rhumbline Advisers19,101$1.85M0.0%+14.4%0.127%
8/12/2025 Franklin Resources Inc.40,886$3.96M0.0%-5.1%0.272%
8/12/2025 Legal & General Group Plc14,149$1.37M0.0%+25.0%0.094%
8/12/2025 JPMorgan Chase & Co.6,644$644K0.0%+2.3%0.044%
8/11/2025 Portside Wealth Group LLC4,505$436K0.1%+22.9%0.030%
8/11/2025 Intrust Bank NA11,574$1.12M0.1%-7.8%0.077%
8/11/2025 Persistent Asset Partners Ltd16,432$1.59M1.2%-24.7%0.109%
8/8/2025 Westwood Holdings Group Inc.424,967$41.17M0.4%-5.4%2.827%
8/8/2025 Intech Investment Management LLC7,055$683K0.0%-8.9%0.047%
8/8/2025 Creative Planning11,466$1.11M0.0%+16.0%0.076%
8/8/2025 SG Americas Securities LLC10,741$1.04M0.0%+69.1%0.071%
8/8/2025 Advisors Capital Management LLC141,658$13.72M0.2%+1.3%0.943%
8/8/2025 Geode Capital Management LLC304,365$29.49M0.0%+2.3%2.025%
8/4/2025 Atria Investments Inc2,198$213K0.0%-8.6%0.015%
8/4/2025 Emerald Mutual Fund Advisers Trust78,995$7.65M0.5%+21.8%0.526%
8/4/2025 Emerald Advisers LLC7,421$719K0.0%+2.5%0.049%
8/1/2025 Peregrine Capital Management LLC140,693$13.63M0.4%+25.0%0.936%
8/1/2025 Ashton Thomas Private Wealth LLC3,142$304K0.0%-10.2%0.021%
7/30/2025 FNY Investment Advisers LLC2,000$193K0.1%-56.5%0.013%
7/23/2025 Rosenthal Henry Capital Advisors Inc.29,102$2.82M2.8%-1.7%0.194%
7/23/2025 KLP Kapitalforvaltning AS2,700$262K0.0%+28.6%0.018%
7/18/2025 First Pacific Financial1,130$109K0.0%-9.5%0.008%
7/18/2025 Truist Financial Corp18,381$1.78M0.0%+10.2%0.122%
7/17/2025 SummerHaven Investment Management LLC17,303$1.68M1.1%+1.0%0.115%
7/16/2025 Cox Capital Mgt LLC47,175$4.57M3.1%-1.7%0.314%
7/15/2025 Norden Group LLC2,133$207K0.0%-36.2%0.014%
7/9/2025 First Bank & Trust14,166$1.37M0.2%-3.9%0.094%
6/27/2025 Goldman Sachs Group Inc.73,503$6.65M0.0%+44.8%0.489%
6/18/2025 Voya Investment Management LLC3,228$292K0.0%-10.6%0.021%
6/6/2025 Militia 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 Company383,632$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%
(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, 164 institutional investors and hedge funds held shares of Coastal Financial. The most heavily invested institutionals were T. Rowe Price Investment Management Inc. ($121.08M), Azora Capital LP ($72.76M), Vanguard Group Inc. ($66.84M), American Century Companies Inc. ($46.69M), Westwood Holdings Group Inc. ($41.17M), Wellington Management Group LLP ($40.34M), and The Manufacturers Life Insurance Company ($35.07M).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 131 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 ($751.10K), Westwood Holdings Group Inc. ($449.11K), T. Rowe Price Investment Management Inc. ($440.81K), American Century Companies Inc. ($352.90K), Driehaus Capital Management LLC ($216.88K), and Peregrine Capital Management LLC ($140.69K).

How much institutional buying is happening at Coastal Financial?

Institutional investors have bought a total of 4,998,984 shares in the last 24 months. This purchase volume represents approximately $427.83M in transactions.

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

Of the 74 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. ($312.97K), Jacobs Asset Management LLC ($105K), Westwood Holdings Group Inc. ($48.29K), The Manufacturers Life Insurance Company ($33.20K), Boothbay Fund Management LLC ($30.42K), Invesco Ltd. ($30.14K), and Geode Capital Management LLC ($29.18K).

How much institutional selling is happening at Coastal Financial?

Institutional investors have sold a total of 942,254 shares in the last 24 months. This volume of shares sold represents approximately $81.15M in transactions.


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This page (NASDAQ:CCB) was last updated on 9/18/2025 by MarketBeat.com Staff
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