Coastal Financial CCB Institutional Ownership

NASDAQ CCB

$43.31 -0.29 (-0.67%)

At close: Oct 21, 2026 · 4:00 PM EDT

As of the 13F quarter ended Jun 30, 2026, 194 institutions held 83.99% of Coastal Financial (CCB) shares outstanding. Versus the prior quarter, institutional ownership was down 1.43 percentage points, the holder count rose by 13 and shares held were down 1.26%. The largest holder is T. Rowe Price Investment Management, Inc. with 1.35Mn shares (8.88% of outstanding).

Updated Oct 11, 2026 Coastal Financial (CCB) stock price and overview

Institutions by Trading Activity

194 Institutions

Increased 100 51.5%

Unchanged 28 14.4%

Reduced 66 34.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

83.99%

▼-1.43 pp QoQ

Shares Held by Institutions

12.80Mn

of 15.24Mn outstanding

▼-1.26% QoQ

Shares Outstanding

15.24Mn

2.44Mn held outside 13F filers

Institutional Investors

194

filed 13F for Jun 2026

▲+13 vs prior quarter

Net Shares Added (QoQ)

-163.18K

distributed since last quarter

Value of Holdings

$558.21Mn

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

Updated Oct 11, 2026

Coastal Financial Corp (NASDAQ:CCB) appeared in the 13F filings of 194 institutional investors for the quarter ended June 30, 2026.

These investors held 83.99% of Coastal Financial's outstanding shares at the end of Q2 2026, down from 85.42% in Q1 2026.
Total shares held in CCB fell 1.26% from Q1 2026; the number of holders rose 12.14% from Q2 2025.
Looking at the 194 holders of CCB individually, 100 added to their positions, 66 reduced their stakes and 28 left their positions unchanged.
Combined, institutional investors held 12.8Mn shares of CCB as of Q2 2026, down 163.18K from the prior quarter and up 1.65Mn from a year earlier.
T. Rowe Price Investment Management, Inc. was the top holder of Coastal Financial as of June 30, 2026, with 1.35Mn shares, or 8.88% of shares outstanding.
Holders that added the most shares of Coastal Financial in Q2 2026 were Citadel Advisors LLC (+180.34K shares), Endeavour Capital Advisors Inc (+156.1K shares), BlackRock, Inc. (+128.31K shares), T. Rowe Price Investment Management, Inc. (+78.56K shares) and Qube Research & Technologies Ltd (+55.32K shares).
On the other side, among holders that kept a position in Coastal Financial, the largest reductions in Q2 2026 came from Azora Capital LP (-201.28K shares), UBS Asset Management Americas (-193.19K shares), Wellington Management Group LLP (-86.51K shares), First Trust Advisors LP (-41.58K shares) and PMC FIG Opportunities LLC (-37.01K shares).
Business Quant data shows the 10 biggest positions in Coastal Financial as of Q2 2026 were held by T. Rowe Price Investment Management, Inc. (1.35Mn shares), BlackRock, Inc. (1.1Mn shares), State Street Corp (582.97K shares), Vanguard Capital Management LLC (573.58K shares), Cooper Creek Partners Management LLC (467.51K shares), Azora Capital LP (457.33K shares), Endeavour Capital Advisors Inc (429.7K shares), American Century Companies Inc (420.24K shares), FMR LLC (378.99K shares) and Dimensional Fund Advisors LP (372.28K shares).

Form 13F Holdings

194 Institutional Holders

Report period 30 Jun, 2026

Total shares held 12.80Mn

Of outstanding 83.99%

#	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 194 holders