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 |
|---|---|---|---|---|---|
|
Royce & Associates LP
|
Nov 12, 2025 Q3 2025 |
117,909
shares
|
$12.4 Million
0.14% of portfolio
|
Q3 2025
Reduced 20.67%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
112,862
shares
|
$11.8 Million
0.0% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
108,302
shares
|
$11.4 Million
0.0% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
105,441
shares
|
$11.1 Million
0.0% of portfolio
|
Q3 2025
Added 920.03%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2025 Q3 2025 |
103,257
shares
|
$10.8 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
96,253
shares
|
$10.1 Million
0.0% of portfolio
|
Q4 2024
Added 88.17%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
92,303
shares
|
$9.68 Million
0.0% of portfolio
|
Q3 2025
Added 9.56%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
85,723
shares
|
$8.99 Million
0.06% of portfolio
|
Q3 2025
Added 45.82%
|
|
|
Emerald Mutual Fund Advisers Trust
|
Oct 30, 2025 Q3 2025 |
78,182
shares
|
$8.2 Million
0.48% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
78,052
shares
|
$8.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.35%
|
|
|
Next Century Growth Investors LLC
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
77,493
shares
|
$8.13 Million
0.7% of portfolio
|
Q3 2025
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
76,977
shares
|
$8.07 Million
0.0% of portfolio
|
Q3 2025
Added 18.51%
|
|
|
Jacobs Asset Management, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
75,000
shares
|
$7.86 Million
4.95% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
72,393
shares
|
$7.59 Million
0.0% of portfolio
|
Q4 2023
Reduced 13.09%
|
|
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
Nov 13, 2025 Q3 2025 |
65,971
shares
|
$6.92 Million
1.41% of portfolio
|
Q3 2025
Reduced 25.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
65,679
shares
|
$6.89 Million
0.0% of portfolio
|
Q3 2025
Added 42.29%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
62,626
shares
|
$6.57 Million
0.12% of portfolio
|
Q3 2025
Reduced 43.54%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
59,831
shares
|
$6.27 Million
0.06% of portfolio
|
Q1 2025
Reduced 27.34%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
59,539
shares
|
$6.24 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.8%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
59,228
shares
|
$6.21 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.85%
|
|
|
Emerald Advisers, LLC
|
Oct 30, 2025 Q3 2025 |
59,086
shares
|
$6.2 Million
0.22% of portfolio
|
Q3 2025
Added 696.2%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
47,681
shares
|
$5 Million
0.05% of portfolio
|
Q3 2025
Reduced 24.52%
|
|
|
Cox Capital Mgt LLC
|
Oct 08, 2025 Q3 2025 |
47,119
shares
|
$4.94 Million
3.55% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
46,783
shares
|
$4.91 Million
0.0% of portfolio
|
Q3 2025
Added 11.07%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
46,477
shares
|
$4.87 Million
0.01% of portfolio
|
Q3 2025
Added 5519.95%
|
|