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Coastal Financial (CCB) Institutional Ownership

Coastal Financial logo
$51.56 +0.92 (+1.83%)
As of 02:13 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)
104
Total
Institutional Inflows
(last 12 months)
$246.85M
Number of
Institutional Sellers
(last 12 months)
81
Total
Institutional Outflows
(last 12 months)
$235.62M
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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
8/13/2026Ranger Investment Management L.P.138,897$10.77M0.7%N/A0.908%
8/6/2026 Bank of New York Mellon Corp38,871$3.01M0.0%N/A0.255%
7/9/2026 First Bank & Trust12,012$931K0.1%+5.5%0.079%
6/3/2026 Parallel Advisors LLC2,636$201K0.0%-9.8%0.017%
5/22/2026 Segall Bryant & Hamill LLC69,579$5.30M0.1%-4.9%0.456%
5/19/2026Bank of America Corp DE86,657$6.60M0.0%+71.2%0.568%
5/18/2026Royal Bank of Canada4,294$327K0.0%-11.4%0.028%
5/18/2026Ranger Investment Management L.P.151,099$11.50M0.8%-0.6%0.991%
5/16/2026The Manufacturers Life Insurance Company337,819$25.71M0.0%+1.4%2.215%
5/16/2026Quantinno 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%
5/15/2026Jacobs Asset Management LLC89,146$6.78M4.1%+0.8%0.585%
5/15/2026Cooper Creek Partners Management LLC450,134$34.26M1.2%+105.0%2.952%
5/15/2026Entropy Technologies LP2,646$201K0.0%N/A0.017%
5/14/2026Renaissance Technologies LLC22,600$1.72M0.0%N/A0.148%
5/14/2026Sei 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%
5/6/2026Arcus 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%
2/19/2026T. Rowe Price Investment Management Inc.1,269,841$145.51M0.1%-8.0%8.398%
2/19/2026Invesco Ltd.75,974$8.71M0.0%-1.3%0.502%
2/18/2026Ameriflex 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%
2/18/2026XTX Topco Ltd3,937$451K0.0%N/A0.026%
2/18/2026Wellington Management Group LLP466,867$53.50M0.0%-4.0%3.088%
2/18/2026Numerai GP LLC8,531$978K0.1%N/A0.056%
2/18/2026Janus Henderson Group PLC6,160$705K0.0%-85.5%0.041%
2/18/2026Elizabeth Park Capital Advisors Ltd.19,011$2.18M1.8%-34.2%0.126%
2/18/2026Balyasny Asset Management L.P.2,567$294K0.0%+16.2%0.017%
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2/18/2026Azora Capital LP618,244$70.85M4.5%+4.6%4.089%
2/18/2026Bridgeway Capital Management LLC24,832$2.85M0.1%-11.1%0.164%
2/18/2026Boothbay Fund Management LLC106,342$12.19M0.2%+69.8%0.703%
2/17/2026AQR Capital Management LLC7,073$810K0.0%-9.5%0.047%
2/17/2026Jain Global LLC7,204$826K0.0%N/A0.048%
2/17/2026 Amundi2,946$338K0.0%-17.4%0.019%
2/17/2026Jump Financial LLC2,284$262K0.0%N/A0.015%
2/17/2026Price T Rowe Associates Inc. MD105,734$12.12M0.0%+0.3%0.699%
2/17/2026T. Rowe Price Investment Management Inc.489,868$56.13M0.1%-64.5%3.240%
2/17/2026California 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%
2/17/2026State of Wisconsin Investment Board110,795$12.70M0.0%+7.3%0.733%
2/17/2026Royal 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%
2/16/2026Thornburg Investment Management Inc.19,252$2.21M0.0%N/A0.127%
2/16/2026Verition Fund Management LLC2,100$241K0.0%-70.6%0.014%
2/16/2026 MML Investors Services LLC3,247$372K0.0%+16.0%0.021%
2/16/2026Next 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%
2/16/2026Jacobs Asset Management LLC88,449$10.14M5.6%+17.9%0.585%
2/16/2026Kennedy Capital Management LLC168,825$19.35M0.4%+19.0%1.117%
2/16/2026Barclays PLC25,781$2.95M0.0%+29.8%0.171%
2/13/2026Marshall Wace LLP3,200$367K0.0%N/A0.021%
2/13/2026The 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%
2/13/2026Rafferty 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%
2/13/2026Charles 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%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC162,186$18.59M0.0%-3.9%1.073%
2/13/2026Wells Fargo & Company MN14,133$1.62M0.0%+78.3%0.093%
2/12/2026DRW Securities LLC1,866$214K0.0%N/A0.012%
2/12/2026Brooklyn Investment Group5,885$690K0.0%+185.3%0.039%
2/12/2026Orion Porfolio Solutions LLC46,209$5.30M0.0%-3.1%0.306%
2/12/2026MetLife 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%
2/12/2026Informed 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%
2/12/2026Loomis 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%
2/11/2026Franklin Resources Inc.34,685$3.98M0.0%-5.7%0.229%
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2/11/2026 Parallel Advisors LLC2,924$335K0.0%-36.9%0.019%
2/10/2026Goldman 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%
2/9/2026Royce & Associates LP123,852$14.19M0.1%+5.0%0.819%
2/9/2026 Endeavour Capital Advisors Inc.161,924$18.56M5.2%-5.5%1.071%
2/9/2026Coldstream 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%
2/6/2026Stieven Capital Advisors L.P.65,771$7.54M1.4%-0.3%0.435%


CCB Institutional Ownership - Frequently Asked Questions

During the previous two years, 200 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.

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

Of the 170 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. ($354.82K), Cooper Creek Partners Management LLC ($327.92K), and Ranger Investment Management L.P. ($295.08K).

Institutional investors have bought a total of 2,483,352 shares in the last 24 months. This purchase volume represents approximately $246.85M in transactions.

Of the 80 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), Azora Capital LP ($160.08K), Endeavour Capital Advisors Inc. ($149.57K), GW&K Investment Management LLC ($90.70K), Boothbay Fund Management LLC ($48.29K), UBS Group AG ($44.43K), and Bridgeway Capital Management LLC ($43.01K).

Institutional investors have sold a total of 2,109,772 shares in the last 24 months. This volume of shares sold represents approximately $235.62M in transactions.


Related Companies

Institutional ownership data for NASDAQ:CCB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/13/2026. New 13F filings are added each quarter as they're published.
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