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
$118.97
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
7,761,027
Total reported value
$889,140,128
% of total 13F portfolios
0.01%
Share change
+439,669
Value change
+$50,910,318
Number of holders
144
Price from insider filings
$118.97
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 31 Dec 2025, 144 institutional investors reported holding 7,761,027 shares of COASTAL FINANCIAL CORP - Common Stock (CCB). This represents 52% 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 43% 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
BlackRock, Inc. 6.6% 984,825 +1.8% 0% $112,851,126
VANGUARD GROUP INC 5.2% 784,230 +2.4% 0% $89,864,917
AMERICAN CENTURY COMPANIES INC 3.6% 540,469 +5.9% 0.03% $61,932,548
STATE STREET CORP 2.9% 442,827 -1.1% 0% $50,743,546
DIMENSIONAL FUND ADVISORS LP 2.2% 334,147 -4.1% 0.01% $38,289,943
MANUFACTURERS LIFE INSURANCE COMPANY, THE 2.2% 333,208 -3.9% 0.03% $38,182,305
LOOMIS SAYLES & CO L P 2.2% 330,230 +44% 0.05% $37,841,055
GEODE CAPITAL MANAGEMENT, LLC 2.2% 325,897 +3% 0% $37,350,622
GW&K Investment Management, LLC 1.3% 197,829 +6.7% 0.2% $22,669,000
NEXT CENTURY GROWTH INVESTORS LLC 1.2% 178,224 +130% 1.4% $20,422,688
KENNEDY CAPITAL MANAGEMENT LLC 1.1% 168,825 +19% 0.41% $19,345,657
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 1.1% 162,186 -3.9% 0% $18,584,894
ENDEAVOUR CAPITAL ADVISORS INC 1.1% 161,924 -5.5% 5.2% $18,554,871
EMERALD ADVISERS, LLC 1% 152,755 +159% 0.54% $17,504,195
Ranger Investment Management, L.P. 1% 152,039 -2.7% 1.2% $17,422,149
PEREGRINE CAPITAL MANAGEMENT LLC 0.97% 145,706 -1.3% 0.51% $16,696,451
JCSD Capital, LLC 0.86% 129,040 -0.77% 20% $14,786,694
D.A. DAVIDSON & CO. 0.84% 125,539 0% 0.09% $14,385,514
Advisors Capital Management, LLC 0.83% 124,703 -0.11% 0.17% $14,289,740
ROYCE & ASSOCIATES LP 0.82% 123,852 +5% 0.14% $14,192,201
UBS Group AG 0.81% 121,760 -27% 0% $13,952,479
EMERALD MUTUAL FUND ADVISERS TRUST 0.72% 107,737 +38% 0.6% $12,345,583
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.71% 107,255 -0.97% 0% $12,290,350
MORGAN STANLEY 0.67% 101,301 +220% 0% $11,608,093
JACOBS ASSET MANAGEMENT, LLC 0.59% 88,449 +18% 5.6% $10,135,371

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 7,761,027 $889,140,128 +$50,910,318 $114.59 144
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