Coastal Financial Corp (CCB) Institutional Ownership

Ownership Summary

A total of 188 institutions have reported a stake in Coastal Financial Corp (NASDAQ:CCB) as of September 2025, according to recent 13F filings with the SEC.

• Institutional ownership in Coastal Financial edged up to 80.4% in September 2025, compared to 76.4% in June 2025.
• Institutional share ownership changed by 9.70% QoQ, while the number of institutional owners saw an increase of 28.77% YoY.
• The latest 13F cycle for Coastal Financial reveals that of 188 total investors, 88 funds grew their exposure, whereas 73 reduced theirs and 27 made no changes.
• This class of investors increased its holdings in Coastal Financial to 12.14Mn shares for the 13F-cycle ending September 2025, up by 1.07Mn shares quarter on quarter, and up 3.75Mn shares year over year.
• T. Rowe Price Investment Management, Inc. continues to be the largest institutional holder of Coastal Financial as of September 30, 2025, with a position of 1.38Mn shares, representing 9.15% of the company's outstanding stock.
• Among the most significant buyers of Coastal Financial during September 2025 were LOOMIS SAYLES & CO L P (229.57K), FMR LLC (193.78K), Ranger Investment Management, L.P. (156.19K), DRIEHAUS CAPITAL MANAGEMENT LLC (140.78K), UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC (132.40K).
• Leading sellers of Coastal Financial stock in September 2025 included Azora Capital LP (160.08K), ENDEAVOUR CAPITAL ADVISORS INC (140.07K), GW&K Investment Management, LLC (90.70K), WESTWOOD HOLDINGS GROUP INC (70.32K), BOOTHBAY FUND MANAGEMENT, LLC (48.29K).
• The top 10 institutional holders of Coastal Financial for the quarter ending September 2025 included T. Rowe Price Investment Management, Inc. (1.38Mn), BlackRock, Inc. (967.87K), VANGUARD GROUP INC (766.04K), Azora Capital LP (591.02K), AMERICAN CENTURY COMPANIES INC (510.55K), WELLINGTON MANAGEMENT GROUP LLP (486.20K), STATE STREET CORP (447.94K), DRIEHAUS CAPITAL MANAGEMENT LLC (356.49K), WESTWOOD HOLDINGS GROUP INC (354.64K), DIMENSIONAL FUND ADVISORS LP (348.35K).