Coastal Financial CCB Institutional Ownership

NASDAQ CCB

$45.97 -0.03 (-0.07%)

At close: Sep 18, 2026 · 4:00 PM EDT

Institutions by Trading Activity

197 Institutions

Increased 103 52.3%

Unchanged 28 14.2%

Reduced 66 33.5%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

85.20%

▼-0.26 pp QoQ

Shares Held by Institutions

12.99Mn

of 15.24Mn outstanding

▲+4.01% QoQ

Shares Outstanding

15.24Mn

2.26Mn held outside 13F filers

Institutional Investors

197

filed 13F for Jun 2026

▲+16 vs prior quarter

Net Shares Added (QoQ)

+500.61K

accumulated since last quarter

Value of Holdings

$597.03Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Coastal Financial Corp (NASDAQ:CCB) has 197 institutional investors with active 13F positions as of June 2026.

Collectively, these holders controlled 85.2% of Coastal Financial's outstanding shares in June 2026, down from 85.5% in March 2026.
They increased total shares held in Coastal Financial by 4.01% from last quarter, and the number of investors in CCB increased 11.93% annually.
Of these 197 funds, 103 grew their exposure to Coastal Financial, 66 cut back, and 28 maintained positions.
In total, institutional investors held 12.99Mn shares in Coastal Financial as of June 2026, up by 500.6K shares quarter on quarter, and up 706.47K shares year over year.
T. Rowe Price Investment Management, Inc. leads ownership in CCB with 1.35Mn shares as of June 30, 2026, equal to 8.88% of outstanding shares.
Top purchasers of CCB stock for the quarter ending June 2026 included CITADEL ADVISORS LLC (180.34K), ENDEAVOUR CAPITAL ADVISORS INC (156.1K), BlackRock, Inc. (128.31K), Sixth Street Partners Management Company, L.P. (110.03K), T. Rowe Price Investment Management, Inc. (78.56K).
The largest sales of CCB for the quarter ending June 2026 came from Azora Capital LP (201.28K), UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC (193.19K), WELLINGTON MANAGEMENT GROUP LLP (86.51K), FIRST TRUST ADVISORS LP (41.58K), PMC FIG Opportunities LLC (37.01K).
Coastal Financial's 10 largest shareholders as of June 2026 include T. Rowe Price Investment Management, Inc. (1.35Mn), BlackRock, Inc. (1.1Mn), State Street Corp (582.97K), VANGUARD CAPITAL MANAGEMENT LLC (573.58K), COOPER CREEK PARTNERS MANAGEMENT LLC (467.51K), Azora Capital LP (457.33K), ENDEAVOUR CAPITAL ADVISORS INC (429.7K), AMERICAN CENTURY COMPANIES INC (420.24K), FMR LLC (378.99K), DIMENSIONAL FUND ADVISORS LP (372.28K) per Business Quant data.

Form 13F Holdings

197 Institutional Holders

Report period 30 Jun, 2026

Total shares held 12.99Mn

Of outstanding 85.20%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	T. Rowe Price Investment Management, Inc.	0001897612	1,353,593	8.88%	▲78,559	+6.16%	$104.92K
2	BlackRock, Inc.	0002012383	1,102,172	7.23%	▲128,313	+13.18%	$85.43Mn
3	State Street Corp	0000093751	582,971	3.82%	▲28,013	+5.05%	$45.19Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	573,584	3.76%	▲11,362	+2.02%	$44.46Mn
5	COOPER CREEK PARTNERS MANAGEMENT LLC	0001512162	467,511	3.07%	▲17,377	+3.86%	$36.24K
6	Azora Capital LP	0001700272	457,333	3.00%	▼201,284	-30.56%	$35.45Mn
7	ENDEAVOUR CAPITAL ADVISORS INC	0001218749	429,702	2.82%	▲156,100	+57.05%	$33.31Mn
8	AMERICAN CENTURY COMPANIES INC	0000748054	420,240	2.76%	▲1,566	+0.37%	$32.57Mn
9	FMR LLC	0000315066	378,992	2.49%	▲8,236	+2.22%	$29.38Mn
10	DIMENSIONAL FUND ADVISORS LP	0000354204	372,280	2.44%	▲12,709	+3.53%	$28.85Mn
11	WELLINGTON MANAGEMENT GROUP LLP	0000902219	360,919	2.37%	▼86,513	-19.34%	$27.97Mn
12	GEODE CAPITAL MANAGEMENT, LLC	0001214717	341,127	2.24%	▲21,602	+6.76%	$26.45Mn
13	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0000928047	335,662	2.20%	▼2,157	-0.64%	$26.02Mn
14	LOOMIS SAYLES & CO L P	0000312348	284,468	1.87%	▼20,320	-6.67%	$22.05Mn
15	CITADEL ADVISORS LLC	0001423053	235,224	1.54%	▲180,340	+328.58%	$18.23Mn
16	EMERALD ADVISERS, LLC	0001015083	216,333	1.42%	▼4,849	-2.19%	$16.77Mn
17	GW&K Investment Management, LLC	0001082917	174,198	1.14%	▼7,790	-4.28%	$13.50K
18	KENNEDY CAPITAL MANAGEMENT LLC	0000884589	168,282	1.10%	▲9,519	+6.00%	$13.04Mn
19	EMERALD MUTUAL FUND ADVISERS TRUST	0001352895	156,664	1.03%	0	0.00%	$12.14Mn
20	Stieven Capital Advisors, L.P.	0001388279	155,771	1.02%	▲45,200	+40.88%	$12.07Mn

Showing 1 to 20 of 197 holders