COASTAL FINANCIAL CORP - Common Stock (CCB) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2018 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
CCB on Nasdaq
Shares outstanding
15,034,241
Price per share
$114.59
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
12,147,877
Total reported value
$1,314,079,767
% of total 13F portfolios
0.01%
Share change
+953,125
Value change
+$104,520,843
Number of holders
185
Price from insider filings
$114.59
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of COASTAL FINANCIAL CORP - Common Stock (CCB) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
T. Rowe Price Investment Management, Inc. 9% $116,761,298 1,322,325 T. Rowe Price Investment Management, Inc. 31 Dec 2024
BlackRock, Inc. 7.2% $94,453,892 1,069,693 BlackRock, Inc. 31 Dec 2024
VANGUARD GROUP INC 5.1% $73,837,801 762,236 The Vanguard Group 30 Jun 2025
ENDEAVOUR CAPITAL ADVISORS INC 3% $40,196,721 455,229 Endeavour Capital Advisors Inc. 31 Dec 2024

As of 30 Sep 2025, 185 institutional investors reported holding 12,147,877 shares of COASTAL FINANCIAL CORP - Common Stock (CCB). This represents 81% of the company’s total 15,034,241 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of COASTAL FINANCIAL CORP - Common Stock (CCB) together control 61% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
T. Rowe Price Investment Management, Inc. 9.2% 1,380,943 +6.7% 0.09% $149,377,000
BlackRock, Inc. 6.4% 967,873 -3.3% 0% $104,694,849
VANGUARD GROUP INC 5.1% 766,037 +0.5% 0% $82,862,222
Azora Capital LP 3.9% 591,020 -21% 3% $63,930,633
AMERICAN CENTURY COMPANIES INC 3.4% 510,549 +5.9% 0.03% $55,226,372
WELLINGTON MANAGEMENT GROUP LLP 3.2% 486,197 +9% 0.01% $52,591,929
STATE STREET CORP 3% 447,935 +9.6% 0% $48,453,129
Driehaus Capital Management LLC 2.4% 356,488 +65% 0.28% $38,561,307
WESTWOOD HOLDINGS GROUP INC 2.4% 354,643 -17% 0.27% $38,362,000
DIMENSIONAL FUND ADVISORS LP 2.3% 348,353 -3% 0.01% $37,692,332
MANUFACTURERS LIFE INSURANCE COMPANY, THE 2.3% 346,704 -4.2% 0.03% $37,502,972
FMR LLC 2.2% 327,656 +145% 0% $35,442,562
GEODE CAPITAL MANAGEMENT, LLC 2.1% 316,540 +4% 0% $34,245,136
LOOMIS SAYLES & CO L P 1.5% 229,569 0.03% $24,832,479
GW&K Investment Management, LLC 1.2% 185,403 -33% 0.18% $20,055,000
ENDEAVOUR CAPITAL ADVISORS INC 1.1% 171,424 -45% 5.6% $18,542,934
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC 1.1% 168,764 +364% 0% $18,255,202
UBS Group AG 1.1% 166,185 +159% 0% $17,976,231
COOPER CREEK PARTNERS MANAGEMENT LLC 1.1% 162,099 +109% 0.66% $17,534,000
Ranger Investment Management, L.P. 1% 156,185 1.2% $16,894,531
PEREGRINE CAPITAL MANAGEMENT LLC 0.98% 147,553 +4.9% 0.48% $15,960,808
KENNEDY CAPITAL MANAGEMENT LLC 0.94% 141,911 -18% 0.34% $15,350,513
JCSD Capital, LLC 0.86% 130,040 0% 25% $14,066,427
D.A. DAVIDSON & CO. 0.84% 125,539 0.09% $13,579,554
Advisors Capital Management, LLC 0.83% 124,840 -12% 0.17% $13,504,018

Institutional Holders of COASTAL FINANCIAL CORP - Common Stock (CCB) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 127,265 $14,398,527 +$1,689,159 $114.59 19
2025 Q3 12,147,877 $1,314,079,767 +$104,520,843 $108.17 185
2025 Q2 11,193,122 $1,084,357,923 +$23,850,313 $96.87 175
2025 Q1 10,886,031 $984,117,738 +$70,355,280 $90.41 176
2024 Q4 10,175,244 $863,992,022 +$150,061,974 $84.91 169
2024 Q3 8,425,683 $455,089,763 +$14,934,691 $53.99 146
2024 Q2 8,086,204 $373,110,384 +$10,880,662 $46.14 125
2024 Q1 7,923,881 $307,999,100 +$1,925,991 $38.87 117
2023 Q4 8,036,243 $356,555,424 +$7,251,190 $44.41 116
2023 Q3 7,774,457 $333,490,283 +$3,601,449 $42.91 116
2023 Q2 7,709,585 $290,434,914 -$275,311 $37.65 109
2023 Q1 7,712,965 $277,721,975 -$1,899,544 $36.01 120
2022 Q4 7,669,998 $364,419,389 +$14,737,282 $47.52 126
2022 Q3 7,219,015 $286,884,538 -$29,287,120 $39.74 111
2022 Q2 7,481,644 $285,196,127 +$11,341,660 $38.12 100
2022 Q1 7,339,494 $335,570,216 -$1,626,995 $45.75 111
2021 Q4 7,480,633 $378,474,403 +$50,303,849 $50.62 99
2021 Q3 6,497,838 $205,857,951 +$2,197,825 $31.86 79
2021 Q2 6,452,394 $184,255,040 +$7,915,568 $28.56 69
2021 Q1 6,180,645 $162,043,036 -$5,522,937 $26.22 71
2020 Q4 6,498,227 $136,569,514 +$14,565,845 $21.00 63
2020 Q3 5,835,644 $71,490,650 +$1,168,978 $12.25 61
2020 Q2 5,832,539 $84,389,358 +$1,286,770 $14.52 64
2020 Q1 5,756,762 $60,763,785 -$3,894,317 $10.51 66
2019 Q4 5,734,082 $94,430,877 +$2,171,681 $16.47 71
2019 Q3 5,632,907 $85,254,308 +$5,461,764 $15.11 62
2019 Q2 5,242,649 $81,641,754 +$10,118,963 $15.47 52
2019 Q1 4,627,071 $78,606,080 +$16,357,367 $16.99 50
2018 Q4 3,663,142 $55,807,574 +$3,210,161 $15.23 48
2018 Q3 3,433,360 $58,374,000 +$58,373,999 $17.00 43