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Coastal Financial (CCB) Institutional Ownership

Coastal Financial logo
$74.74 +1.10 (+1.49%)
Closing price 04:00 PM Eastern
Extended Trading
$74.68 -0.06 (-0.08%)
As of 04:10 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.
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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)
121
Total
Institutional Inflows
(last 12 months)
$358.77M
Number of
Institutional Sellers
(last 12 months)
91
Total
Institutional Outflows
(last 12 months)
$262.04M
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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
5/4/2026Emerald Mutual Fund Advisers Trust156,664$11.92M0.6%+45.4%1.029%
5/4/2026Emerald 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%
3/3/2026Caitong 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%
2/18/2026Mendon 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%
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%
2/17/2026Amundi2,946$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%
2/17/2026Russell 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%
2/17/2026Persistent 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%
2/16/2026MML 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%
2/16/2026Focus 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%
2/13/2026Segall Bryant & Hamill LLC73,187$8.39M0.1%N/A0.484%
2/13/2026Smartleaf Asset Management LLC624$72K0.0%+20,700.0%0.004%
2/13/2026Rafferty Asset Management LLC15,909$1.82M0.0%-26.8%0.105%
2/13/2026First 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%
2/13/2026State 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%
2/12/2026 Brooklyn 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%
2/12/2026Dimensional Fund Advisors LP334,147$38.29M0.0%-4.1%2.210%
2/12/2026Federated 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%
2/12/2026New 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%
2/12/2026Swiss National Bank26,765$3.07M0.0%+2.3%0.177%
2/12/2026Great Lakes Advisors LLC16,334$1.87M0.0%-30.1%0.108%
2/12/2026 Nuveen LLC77,174$8.84M0.0%-1.1%0.510%
2/11/2026Deutsche Bank AG10,421$1.19M0.0%+6.1%0.069%
2/11/2026GW&K Investment Management LLC197,829$22.67M0.2%+6.7%1.308%
2/11/2026LPL Financial LLC5,044$578K0.0%+32.4%0.033%
2/11/2026Franklin Resources Inc.34,685$3.98M0.0%-5.7%0.229%
2/11/2026Parallel Advisors LLC2,924$335K0.0%-36.9%0.019%
2/10/2026Goldman Sachs Group Inc.57,810$6.62M0.0%-37.4%0.382%
2/9/2026Geode Capital Management LLC325,897$37.35M0.0%+3.0%2.155%
2/9/2026Royce & Associates LP123,852$14.19M0.1%+5.0%0.819%
2/9/2026Endeavour 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%
2/6/2026EverSource Wealth Advisors LLC300$34K0.0%+129.0%0.002%
2/6/2026Legato 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%
2/6/2026FourThought 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%
2/4/2026Pacific Ridge Capital Partners LLC15,706$1.80M0.4%-6.1%0.104%
2/3/2026 Diversify Wealth Management LLC7,054$779K0.0%-4.0%0.047%
2/2/2026 Truist Financial Corp15,855$1.82M0.0%+13.1%0.105%
1/29/2026 Pictet Asset Management Holding SA2,456$281K0.0%+24.7%0.016%
1/29/2026UBS Group AG121,760$13.95M0.0%-26.7%0.805%
1/29/2026Sanctuary Advisors LLC1,852$212K0.0%N/A0.012%
1/29/2026 Quent Capital LLC19,889$2.28M0.2%N/A0.132%
1/29/2026 Advisors Capital Management LLC124,703$14.29M0.2%-0.1%0.825%
1/29/2026Vanguard Group Inc.784,230$89.87M0.0%+2.4%5.187%
1/28/2026 Arizona State Retirement System3,775$433K0.0%-5.3%0.025%
1/28/2026 Turtle Creek Wealth Advisors LLC3,517$403K0.0%N/A0.023%
1/28/2026 Peregrine Capital Management LLC145,706$16.70M0.5%-1.3%0.964%
1/26/2026 Phocas Financial Corp.34,453$3.95M0.5%N/A0.228%
1/23/2026 Farther Finance Advisors LLC2,889$331K0.0%+222.4%0.019%
1/23/2026 State of Alaska Department of Revenue2,868$327K0.0%+384.5%0.019%
1/22/2026 Madrona Financial Services LLC4,865$557K0.1%-73.7%0.032%
1/21/2026Portside Wealth Group LLC2,427$278K0.0%-26.9%0.016%
1/21/2026 Phocas Financial Corp.34,453$3.95M0.5%N/A0.228%
1/14/2026 Cox Capital Mgt LLC47,775$5.27M3.3%+1.4%0.316%


CCB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CCB shares?

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.

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 168 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), Driehaus Capital Management LLC ($216.88K), and Ranger Investment Management L.P. ($156.19K).

How much institutional buying is happening at Coastal Financial?

Institutional investors have bought a total of 3,580,270 shares in the last 24 months. This purchase volume represents approximately $358.77M in transactions.

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

Of the 91 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), Boothbay Fund Management LLC ($78.70K), Kennedy Capital Management LLC ($52.86K), and Westwood Holdings Group Inc. ($48.29K).

How much institutional selling is happening at Coastal Financial?

Institutional investors have sold a total of 2,390,357 shares in the last 24 months. This volume of shares sold represents approximately $262.04M in transactions.


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This page (NASDAQ:CCB) was last updated on 5/5/2026 by MarketBeat.com Staff.
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