Coastal Financial (CCB) Institutional Ownership $69.66 0.00 (0.00%) Closing price 05/22/2026 04:00 PM EasternExtended Trading$69.70 +0.05 (+0.06%) As of 05/22/2026 04:20 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more. Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Coastal Financial (NASDAQ:CCB)CurrentInstitutional OwnershipPercentage59.24%Number ofInstitutional Buyers(last 12 months)110TotalInstitutional Inflows(last 12 months)$292.91MNumber ofInstitutional Sellers(last 12 months)88TotalInstitutional Outflows(last 12 months)$251.48M Get CCB Insider Trade Alerts Want to know when executives and insiders are buying or selling Coastal Financial stock? 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Skip Chart & View Institutional Buying and Selling Data CCB Institutional Buying and Selling by Quarter Coastal Financial Major Shareholders & Ownership History ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/22/2026 Segall Bryant & Hamill LLC69,579$5.30M0.1%-4.9%0.456% 5/19/2026 Bank of America Corp DE86,657$6.60M0.0%+71.2%0.568% 5/18/2026 Royal Bank of Canada4,294$327K0.0%-11.4%0.028% 5/18/2026 Ranger Investment Management L.P.151,099$11.50M0.8%-0.6%0.991% 5/16/2026 The Manufacturers Life Insurance Company 337,819$25.71M0.0%+1.4%2.215% 5/16/2026 Quantinno Capital Management LP25,377$1.93M0.0%+1,026.9%0.166% 5/15/2026 Mendon Capital Advisors Corp56,000$4.26M1.2%+86.7%0.367% 5/15/2026 Jacobs Asset Management LLC89,146$6.78M4.1%+0.8%0.585% 5/15/2026 Cooper Creek Partners Management LLC450,134$34.26M1.2%+105.0%2.952% 5/15/2026 Entropy Technologies LP2,646$201K0.0%N/A0.017% Get the Latest News and Ratings for CCB and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Coastal Financial and its competitors with MarketBeat's FREE daily newsletter. 5/14/2026 Renaissance Technologies LLC22,600$1.72M0.0%N/A0.148% 5/14/2026 Sei Investments Co.33,298$2.53M0.0%-5.7%0.218% 5/13/2026 Militia Capital Management LLC48,559$3.70M0.8%N/A0.318% 5/13/2026 First Trust Advisors LP48,713$3.71M0.0%+11.3%0.319% 5/8/2026 PNC Financial Services Group Inc.32,201$2.45M0.0%+16,937.6%0.211% 5/7/2026 Dimensional Fund Advisors LP359,571$27.36M0.0%+7.6%2.361% 5/7/2026 Parallel Advisors LLC2,636$201K0.0%-9.8%0.017% 5/6/2026 Arcus Capital Partners LLC17,636$1.34M0.5%+37.1%0.116% 5/4/2026 Emerald Mutual Fund Advisers Trust156,664$11.92M0.6%+45.4%1.029% 5/4/2026 Emerald Advisers LLC221,182$16.83M0.5%+44.8%1.452% 5/2/2026 Diversify Wealth Management LLC9,232$699K0.0%+30.9%0.061% 4/30/2026 First Horizon Corp839$64K0.0%-25.7%0.006% 4/27/2026 Y Intercept Hong Kong Ltd24,768$1.89M0.0%N/A0.163% 4/24/2026 Peregrine Capital Management LLC139,607$10.62M0.4%-4.2%0.917% 4/16/2026 SG Americas Securities LLC13,719$1.04M0.0%+71.2%0.090% 3/3/2026 Caitong International Asset Management Co. Ltd438$50K0.0%N/A0.003% 2/19/2026 T. Rowe Price Investment Management Inc.1,269,841$145.51M0.1%-8.0%8.398% 2/19/2026 Invesco Ltd.75,974$8.71M0.0%-1.3%0.502% 2/18/2026 Ameriflex Group Inc.1,929$221K0.1%-50.0%0.013% 2/18/2026 Mendon Capital Advisors Corp30,000$3.44M1.0%+1.0%0.198% 2/18/2026 XTX Topco Ltd3,937$451K0.0%N/A0.026% 2/18/2026 Wellington Management Group LLP466,867$53.50M0.0%-4.0%3.088% 2/18/2026 Numerai GP LLC8,531$978K0.1%N/A0.056% 2/18/2026 Janus Henderson Group PLC6,160$705K0.0%-85.5%0.041% 2/18/2026 Elizabeth Park Capital Advisors Ltd.19,011$2.18M1.8%-34.2%0.126% 2/18/2026 Balyasny Asset Management L.P.2,567$294K0.0%+16.2%0.017% 2/18/2026 Azora Capital LP618,244$70.85M4.5%+4.6%4.089% 2/18/2026 Bridgeway Capital Management LLC24,832$2.85M0.1%-11.1%0.164% 2/18/2026 Boothbay Fund Management LLC106,342$12.19M0.2%+69.8%0.703% 2/17/2026 AQR Capital Management LLC7,073$810K0.0%-9.5%0.047% Your $29.97 book is free today (Ad)Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. 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Rowe Price Investment Management Inc.489,868$56.13M0.1%-64.5%3.240% 2/17/2026 California State Teachers Retirement System13,081$1.50M0.0%+4.0%0.087% 2/17/2026 Russell Investments Group Ltd.48,570$5.57M0.0%+4.5%0.321% 2/17/2026 State of Wisconsin Investment Board110,795$12.70M0.0%+7.3%0.733% 2/17/2026 Royal Bank of Canada4,844$555K0.0%+8.2%0.032% 2/17/2026 Persistent Asset Partners Ltd15,436$1.77M0.8%+69.8%0.102% 2/17/2026Militia Capital Partners LP19,000$2.18M0.8%+90.0%0.126% 2/16/2026 Thornburg Investment Management Inc.19,252$2.21M0.0%N/A0.127% 2/16/2026 Verition Fund Management LLC2,100$241K0.0%-70.6%0.014% 2/16/2026 MML Investors Services LLC3,247$372K0.0%+16.0%0.021% 2/16/2026 Next Century Growth Investors LLC178,224$20.42M1.4%+130.0%1.179% 2/16/2026 Focus Partners Wealth23,842$2.73M0.0%-1.5%0.158% 2/16/2026 Jacobs Asset Management LLC88,449$10.14M5.6%+17.9%0.585% 2/16/2026 Kennedy Capital Management LLC168,825$19.35M0.4%+19.0%1.117% 2/16/2026 Barclays PLC25,781$2.95M0.0%+29.8%0.171% 2/13/2026 Marshall Wace LLP3,200$367K0.0%N/A0.021% 2/13/2026 The Manufacturers Life Insurance Company 333,208$38.18M0.0%-3.9%2.204% 2/13/2026 Segall Bryant & Hamill LLC73,187$8.39M0.1%N/A0.484% 2/13/2026 Smartleaf Asset Management LLC624$72K0.0%+20,700.0%0.004% 2/13/2026 Rafferty Asset Management LLC15,909$1.82M0.0%-26.8%0.105% 2/13/2026 First Trust Advisors LP43,759$5.01M0.0%-26.1%0.289% 2/13/2026 Charles Schwab Investment Management Inc.107,255$12.29M0.0%-1.0%0.709% 2/13/2026 Police & Firemen s Retirement System of New Jersey3,371$386K0.0%-9.1%0.022% 2/13/2026 State Street Corp442,827$50.74M0.0%-1.1%2.929% 2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC162,186$18.59M0.0%-3.9%1.073% 2/13/2026 Wells Fargo & Company MN14,133$1.62M0.0%+78.3%0.093% 2/12/2026 DRW Securities LLC1,866$214K0.0%N/A0.012% 2/12/2026 Brooklyn Investment Group5,885$690K0.0%+185.3%0.039% 2/12/2026 Orion Porfolio Solutions LLC46,209$5.30M0.0%-3.1%0.306% 2/12/2026 MetLife Investment Management LLC7,307$837K0.0%-5.4%0.048% 2/12/2026 Dimensional Fund Advisors LP334,147$38.29M0.0%-4.1%2.210% 2/12/2026 Federated Hermes Inc.20,963$2.40M0.0%+87.9%0.139% 2/12/2026 Informed Momentum Co LLC29,427$3.37M0.4%-24.6%0.195% 2/12/2026 New York State Common Retirement Fund17,856$2.05M0.0%+318.2%0.118% 2/12/2026 Loomis Sayles & Co. L P330,230$37.84M0.0%+43.8%2.184% 2/12/2026 Swiss National Bank26,765$3.07M0.0%+2.3%0.177% 2/12/2026 Great Lakes Advisors LLC16,334$1.87M0.0%-30.1%0.108% 2/12/2026 Nuveen LLC77,174$8.84M0.0%-1.1%0.510% 2/11/2026 Deutsche Bank AG10,421$1.19M0.0%+6.1%0.069% 2/11/2026 GW&K Investment Management LLC197,829$22.67M0.2%+6.7%1.308% 2/11/2026 LPL Financial LLC5,044$578K0.0%+32.4%0.033% 2/11/2026 Franklin Resources Inc.34,685$3.98M0.0%-5.7%0.229% 2/11/2026 Parallel Advisors LLC2,924$335K0.0%-36.9%0.019% 2/10/2026 Goldman Sachs Group Inc.57,810$6.62M0.0%-37.4%0.382% 2/9/2026 Geode Capital Management LLC325,897$37.35M0.0%+3.0%2.155% 2/9/2026 Royce & Associates LP123,852$14.19M0.1%+5.0%0.819% Elon Musk’s $1 Quadrillion AI IPO (Ad)$1 quadrillion would be enough to send a $2.8 million check to every man, woman, and child in America. 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Early access is available today.Claim Your Stake Now2/9/2026 Endeavour Capital Advisors Inc.161,924$18.56M5.2%-5.5%1.071% 2/9/2026 Coldstream Capital Management Inc.3,067$351K0.0%+29.7%0.020% 2/9/2026Jefferies Financial Group Inc.2,045$234K0.0%N/A0.014% 2/6/2026 EverSource Wealth Advisors LLC300$34K0.0%+129.0%0.002% 2/6/2026 Legato Capital Management LLC12,070$1.38M0.1%+49.0%0.080% 2/6/2026 Stieven Capital Advisors L.P.65,771$7.54M1.4%-0.3%0.435% 2/6/2026 FourThought Financial Partners LLC2,324$266K0.0%N/A0.015% 2/6/2026 ProShare Advisors LLC2,360$270K0.0%+7.0%0.016% 2/5/2026 JCSD Capital LLC129,040$14.79M17.5%-10.4%0.853% 2/4/2026 Pacific Ridge Capital Partners LLC15,706$1.80M0.4%-6.1%0.104% CCB Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of CCB shares? During the previous two years, 203 institutional investors and hedge funds held shares of Coastal Financial. The most heavily invested institutionals were T. Rowe Price Investment Management Inc. ($145.51M), Vanguard Group Inc. ($89.87M), Azora Capital LP ($70.85M), American Century Companies Inc. ($55.23M), Wellington Management Group LLP ($53.50M), State Street Corp ($50.74M), and Westwood Holdings Group Inc. ($41.17M).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 171 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 ($875.52K), Azora Capital LP ($778.32K), Westwood Holdings Group Inc. ($449.11K), T. Rowe Price Investment Management Inc. ($440.81K), American Century Companies Inc. ($381.51K), Cooper Creek Partners Management LLC ($327.92K), and Driehaus Capital Management LLC ($216.88K). How much institutional buying is happening at Coastal Financial? Institutional investors have bought a total of 2,924,935 shares in the last 24 months. This purchase volume represents approximately $292.91M in transactions. Which of Coastal Financial's major shareholders have been selling company stock? Of the 88 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: T. Rowe Price Investment Management Inc. ($1.00M), Endeavour Capital Advisors Inc. ($169.37K), Azora Capital LP ($160.08K), GW&K Investment Management LLC ($90.70K), Kennedy Capital Management LLC ($52.86K), Westwood Holdings Group Inc. ($48.29K), and Boothbay Fund Management LLC ($48.29K). How much institutional selling is happening at Coastal Financial? Institutional investors have sold a total of 2,274,749 shares in the last 24 months. This volume of shares sold represents approximately $251.48M in transactions. Related Companies ABCB Major Shareholders BUSE Major Shareholders FFBC Major Shareholders FHB Major Shareholders FRME Major Shareholders HOPE Major Shareholders SBCF Major Shareholders WTFC Major Shareholders BY Major Shareholders SSB Major Shareholders This page (NASDAQ:CCB) was last updated on 5/25/2026 by MarketBeat.com Staff. 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