Institutional Ownership Coastal Financial Corp (CCB)
This table provides information about the institutional ownership of Coastal Financial Corp (CCB). We have compiled data on the 196 institutions that hold shares in the stock, with a total of 12.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
1,380,943
shares
|
$145 Million
0.09% of portfolio
|
Q3 2025
Added 6.69%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,069,305
shares
|
$112 Million
0.0% of portfolio
|
Q2 2024
Added 26.27%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
766,037
shares
|
$80.3 Million
0.0% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Azora Capital LP
Miami, FL |
Nov 14, 2025 Q3 2025 |
591,020
shares
|
$62 Million
3.41% of portfolio
|
Q3 2025
Reduced 21.31%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
510,549
shares
|
$53.5 Million
0.03% of portfolio
|
Q3 2025
Added 5.94%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
486,197
shares
|
$51 Million
0.01% of portfolio
|
Q3 2025
Added 8.96%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
447,935
shares
|
$47 Million
0.0% of portfolio
|
Q3 2025
Added 9.59%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
356,488
shares
|
$37.4 Million
0.33% of portfolio
|
Q3 2025
Added 65.26%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
354,643
shares
|
$37.2 Million
0.29% of portfolio
|
Q3 2025
Reduced 16.55%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
348,353
shares
|
$36.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
346,704
shares
|
$36.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
316,540
shares
|
$33.2 Million
0.0% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
229,569
shares
|
$24.1 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
185,403
shares
|
$19.4 Million
0.18% of portfolio
|
Q3 2025
Reduced 32.85%
|
|
|
Endeavour Capital Advisors Inc
Greenwich, CT |
Nov 07, 2025 Q3 2025 |
171,424
shares
|
$18 Million
6.4% of portfolio
|
Q3 2025
Reduced 44.97%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
168,764
shares
|
$17.7 Million
0.0% of portfolio
|
Q3 2025
Added 364.13%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
166,185
shares
|
$17.4 Million
0.0% of portfolio
|
Q3 2025
Added 158.65%
|
|
|
Cooper Creek Partners Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
162,099
shares
|
$17 Million
0.75% of portfolio
|
Q3 2025
Added 108.73%
|
|
|
Ranger Investment Management, L.P.
Dallas, TX |
Nov 05, 2025 Q3 2025 |
156,185
shares
|
$16.4 Million
1.28% of portfolio
|
Q3 2025
New holding
|
|
|
Peregrine Capital Management LLC
|
Oct 23, 2025 Q3 2025 |
147,553
shares
|
$15.5 Million
0.52% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Nov 13, 2025 Q3 2025 |
141,911
shares
|
$14.9 Million
0.37% of portfolio
|
Q3 2025
Reduced 18.0%
|
|
|
Jcsd Capital, LLC
|
Oct 17, 2025 Q3 2025 |
130,040
shares
|
$13.6 Million
12.22% of portfolio
|
Q2 2025
Added 11.42%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
125,539
shares
|
$13.2 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
124,840
shares
|
$13.1 Million
0.18% of portfolio
|
Q3 2025
Reduced 11.87%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
122,456
shares
|
$12.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.78%
|
|