Latest Period
Q1 2026
Security Snapshot
COASTAL FINANCIAL CORP - Common Stock (CCB) Institutional Ownership
CUSIP: 19046P209
13F Institutional Holders and Ownership History from Q3 2018 to Q1 2026
Institutions Reporting
178
Shares (Excl. Options)
12,842,991
Price
$76.10
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- Security type / class
- Equity / Common Stock
- Symbol
- CCB on Nasdaq
- Shares outstanding
- 15,034,241
- Reported price per share
- $70.73
- Price from insider filings
- $70.73
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 12,842,991
- Total reported value
- $977,320,380
- Portfolio coverage rank
- 0.01%
- Share change
- +180,109
- Value change
- -$19,606,472
- Number of holders
- 178
Security identity
Issuer context
Latest holder snapshot
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- CCB - COASTAL FINANCIAL CORP - Common Stock is tracked under CUSIP 19046P209.
- 178 institutions reported positions in Q1 2026.
- 3 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 207 to 178 between Q4 2025 and Q1 2026.
- Reported value moved from $1,463,693,126 to $977,320,380.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 178 institutions filings for Q1 2026.
Security key
19046P209
Latest holder period
Q1 2026
13F holders
178
13D/G owners
3
CIK / CUSIP context first
Open Q1 2026 holders
CCB full holder history
COASTAL FINANCIAL CORP SEC filings
COASTAL FINANCIAL CORP company facts
COASTAL FINANCIAL CORP insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 19046P209:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
3
Security
CCB
| 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 | |||
| ENDEAVOUR CAPITAL ADVISORS INC | 3% | $40,196,721 | 455,229 | Endeavour Capital Advisors Inc. | 31 Dec 2024 |
As of 31 Mar 2026, 178 institutional investors reported holding 12,842,991 shares of COASTAL FINANCIAL CORP - Common Stock (CCB). This represents 85% of the company’s total 15,034,241 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
62%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 8.5% | 1,275,034 | +0.41% | 0.07% | $97,031,000 |
| BlackRock, Inc. | 6.5% | 973,859 | -1.1% | 0% | $74,110,690 |
| Azora Capital LP | 4.4% | 658,617 | +6.5% | 3.3% | $50,120,754 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.7% | 562,222 | 0% | 0% | $42,785,094 |
| STATE STREET CORP | 3.7% | 554,958 | +25% | 0% | $42,232,304 |
| COOPER CREEK PARTNERS MANAGEMENT LLC | 3% | 450,134 | +105% | 1.6% | $34,255,000 |
| WELLINGTON MANAGEMENT GROUP LLP | 3% | 447,432 | -4.2% | 0.01% | $34,049,575 |
| AMERICAN CENTURY COMPANIES INC | 2.8% | 418,674 | -23% | 0.02% | $31,861,285 |
| FMR LLC | 2.5% | 370,756 | +0.2% | 0% | $28,214,530 |
| DIMENSIONAL FUND ADVISORS LP | 2.4% | 359,571 | +7.6% | 0.01% | $27,360,972 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.2% | 337,819 | +1.4% | 0.02% | $25,708,026 |
| WESTWOOD HOLDINGS GROUP INC | 2.2% | 331,360 | -1.7% | 0.18% | $25,216,496 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.1% | 319,525 | -2% | 0% | $24,320,845 |
| LOOMIS SAYLES & CO L P | 2% | 304,788 | -7.7% | 0.03% | $23,194,367 |
| ENDEAVOUR CAPITAL ADVISORS INC | 1.8% | 273,602 | +69% | 4.7% | $20,821,112 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.8% | 268,689 | +66% | 0% | $20,447,234 |
| EMERALD ADVISERS, LLC | 1.5% | 221,182 | +45% | 0.53% | $16,831,950 |
| GW&K Investment Management, LLC | 1.2% | 181,988 | -8% | 0.12% | $13,849,000 |
| UBS Group AG | 1.1% | 159,712 | +31% | 0% | $12,154,084 |
| KENNEDY CAPITAL MANAGEMENT LLC | 1.1% | 158,763 | -6% | 0.26% | $12,081,864 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 1% | 156,664 | +45% | 0.58% | $11,922,130 |
| Ranger Investment Management, L.P. | 1% | 151,099 | -0.62% | 0.83% | $11,498,634 |
| JCSD Capital, LLC | 0.93% | 140,140 | +8.6% | 17% | $10,664,654 |
| PEREGRINE CAPITAL MANAGEMENT LLC | 0.93% | 139,607 | -4.2% | 0.39% | $10,624,093 |
| Advisors Capital Management, LLC | 0.86% | 130,004 | +4.3% | 0.12% | $9,893,319 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
31
Latest
Q1 2026
Rows shown
1-25 of 31
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 12,842,991 | $977,320,380 | -$19,606,472 | $76.10 | 178 |
| 2025 Q4 | 12,775,004 | $1,463,693,126 | +$67,869,142 | $114.59 | 207 |
| 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 |