Coastal Financial Corp (CCB) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

15,100,316Shares Outstanding

347,726Shares held by institutions

$29,789,686Value of institutional holdings

77.74%Institutional ownership %

-0.55%Shares Changed QoQ

195No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Coastal Financial Corp (NASDAQ:CCB) is held by 195 institutional firms.

Coastal Financial saw its institutional ownership percentage fell to 77.7% in December 2025 from 80.4% in September 2025.
Institutional share ownership changed by -0.55% QoQ, while the number of institutional owners saw an increase of 15.38% YoY.
The latest 13F cycle for Coastal Financial reveals that of 195 total investors, 97 funds grew their exposure, whereas 70 reduced theirs and 28 made no changes.
The aggregate institutional position in Coastal Financial now stands at 11.74Mn shares as of December 2025, after investors decreased their holdings (down by 64.68K shares quarter on quarter which is up 1.56Mn shares year over year).
The top institutional stake in Coastal Financial as of December 31, 2025 belongs to BlackRock, Inc., which owns 984.83K shares, or 6.52% of the company.
Among the most significant buyers of Coastal Financial during December 2025 were Brevan Howard Capital Management LP (110.00K), NEXT CENTURY GROWTH INVESTORS LLC (100.73K), LOOMIS SAYLES & CO L P (100.66K), EMERALD ADVISERS, LLC (93.67K), SEGALL BRYANT & HAMILL, LLC (73.19K).
Leading sellers of Coastal Financial stock in December 2025 included T. Rowe Price Investment Management, Inc. (891.08K), UBS Group AG (44.42K), JANUS HENDERSON GROUP PLC (36.20K), GOLDMAN SACHS GROUP INC (34.49K), WELLINGTON MANAGEMENT GROUP LLP (19.33K).
The top 10 institutional holders of Coastal Financial for the quarter ending December 2025 included BlackRock, Inc. (984.83K), VANGUARD GROUP INC (784.23K), Azora Capital LP (618.24K), AMERICAN CENTURY COMPANIES INC (540.47K), T. Rowe Price Investment Management, Inc. (489.87K), WELLINGTON MANAGEMENT GROUP LLP (466.87K), STATE STREET CORP (442.83K), FMR LLC (370.03K), DRIEHAUS CAPITAL MANAGEMENT LLC (344.36K), WESTWOOD HOLDINGS GROUP INC (337.04K).

195 Institutional Holders

347,726 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	984,825	16,952	1.75%	$112,851,126.00
VANGUARD GROUP INC	31 Dec, 2025	784,230	18,193	2.37%	$89,864,917.00
Azora Capital LP	31 Dec, 2025	618,244	27,224	4.61%	$70,844,580.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	540,469	29,920	5.86%	$61,932,548.00
T. Rowe Price Investment Management, Inc.	31 Dec, 2025	489,868	-891,075	-64.53%	$56,134.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	466,867	-19,330	-3.98%	$53,498,290.00
STATE STREET CORP	31 Dec, 2025	442,827	-5,108	-1.14%	$50,743,546.00
FMR LLC	31 Dec, 2025	370,033	42,377	12.93%	$42,402,013.00
DRIEHAUS CAPITAL MANAGEMENT LLC	31 Dec, 2025	344,364	-12,124	-3.40%	$39,460,671.00
WESTWOOD HOLDINGS GROUP INC	31 Dec, 2025	337,040	-17,603	-4.96%	$38,621,414.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	334,147	-14,206	-4.08%	$38,289,943.00
MANUFACTURERS LIFE INSURANCE COMPANY, THE	31 Dec, 2025	333,208	-13,496	-3.89%	$38,182,305.00
LOOMIS SAYLES & CO L P	31 Dec, 2025	330,230	100,661	43.85%	$37,841,055.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	325,897	9,357	2.96%	$37,350,622.00
COOPER CREEK PARTNERS MANAGEMENT LLC	31 Dec, 2025	219,597	57,498	35.47%	$25,164.00
GW&K Investment Management, LLC	31 Dec, 2025	197,829	12,426	6.70%	$22,669.00
NEXT CENTURY GROWTH INVESTORS LLC	31 Dec, 2025	178,224	100,731	129.99%	$20,422,688.00
KENNEDY CAPITAL MANAGEMENT LLC	31 Dec, 2025	168,825	26,914	18.97%	$19,345,657.00
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	31 Dec, 2025	162,186	-6,578	-3.90%	$18,584,894.00
ENDEAVOUR CAPITAL ADVISORS INC	31 Dec, 2025	161,924	-9,500	-5.54%	$18,554,871.00

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