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Coastal Financial (CCB) Institutional Ownership

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$102.00 +3.65 (+3.71%)
As of 03:22 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)
110
Total
Institutional Inflows
(last 12 months)
$369.83M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$71.35M
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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
8/11/2025Portside Wealth Group LLC4,505$436K0.1%+22.9%0.030%
8/11/2025Intrust Bank NA11,574$1.12M0.1%-7.8%0.077%
8/11/2025Persistent 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%
6/27/2025Goldman 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%
5/27/2025 Advisors 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%
5/16/2025 Ashton 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%
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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%
5/14/2025 AlphaQuest 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%
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%
5/9/2025 Westwood 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%
5/8/2025 Alberta Investment Management Corp22,124$2M0.0%N/A0.147%
5/8/2025 US 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%
5/7/2025 Norden 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%
5/1/2025 Emerald Advisers LLC7,242$655K0.0%+32.8%0.048%
5/1/2025Arizona State Retirement System3,844$348K0.0%+15.8%0.026%
5/1/2025 Emerald 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%
4/30/2025 Arcus Capital Partners LLC12,619$1.14M0.5%N/A0.084%
4/30/2025 Rosenthal Henry Capital Advisors Inc.29,595$2.68M2.7%-1.7%0.197%
4/29/2025 Envestnet Asset Management Inc.48,494$4.38M0.0%-23.5%0.323%
4/29/2025 Bank of New York Mellon Corp39,989$3.62M0.0%+4.7%0.266%
4/28/2025 Principal Financial Group Inc.14,303$1.29M0.0%+87.5%0.095%
4/28/2025 First Horizon Advisors Inc.2,058$186K0.0%-13.1%0.014%
4/28/2025 First Bank & Trust14,745$1.33M0.3%-12.0%0.098%
4/25/2025 Peregrine Capital Management LLC112,594$10.18M0.3%N/A0.750%
4/21/2025 Riverwater Partners LLC29,859$2.70M1.4%-18.6%0.199%
4/17/2025 FNY Investment Advisers LLC4,600$415K0.3%+15.0%0.031%
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4/16/2025 SummerHaven Investment Management LLC17,138$1.55M1.1%+0.9%0.114%
4/15/2025 USA Financial Formulas1,254$113K0.0%-13.0%0.008%
4/15/2025 SG Americas Securities LLC6,350$574K0.0%-2.6%0.042%
4/14/2025Portside Wealth Group LLC3,666$331K0.1%-23.0%0.024%
4/11/2025 Magnus Financial Group LLC4,668$422K0.0%-14.7%0.031%
4/9/2025 Cox Capital Mgt LLC47,977$4.34M3.2%-1.3%0.320%
4/8/2025Rhumbline Advisers16,700$1.51M0.0%+8.2%0.111%
4/8/2025 Parallel Advisors LLC5,978$540K0.0%-25.0%0.040%
4/7/2025 GAMMA 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%
(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, 157 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. ($41.17M), 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 124 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), Peregrine Capital Management LLC ($140.69K), and Vanguard Group Inc. ($139.05K).

How much institutional buying is happening at Coastal Financial?

Institutional investors have bought a total of 4,406,744 shares in the last 24 months. This purchase volume represents approximately $369.83M in transactions.

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

Of the 66 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), Boothbay Fund Management LLC ($30.42K), Geode Capital Management LLC ($29.18K), and Los Angeles Capital Management LLC ($28.52K).

How much institutional selling is happening at Coastal Financial?

Institutional investors have sold a total of 884,455 shares in the last 24 months. This volume of shares sold represents approximately $71.35M in transactions.


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This page (NASDAQ:CCB) was last updated on 8/12/2025 by MarketBeat.com Staff
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