Institutional Ownership Coastal Financial Corp (CCB)
This table provides information about the institutional ownership of Coastal Financial Corp (CCB). We have compiled data on the 184 institutions that hold shares in the stock, with a total of 11 Million shares, which have been reported (via 13F filing form) to have a value of $1.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
May 14, 2025 Q1 2025 |
1,339,269
shares
|
$137 Million
0.08% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,069,305
shares
|
$109 Million
0.0% of portfolio
|
Q2 2024
Added 26.27%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
739,322
shares
|
$75.5 Million
0.0% of portfolio
|
Q1 2025
Added 7.87%
|
|
|
Azora Capital LP
Miami, FL |
May 15, 2025 Q1 2025 |
594,142
shares
|
$60.6 Million
4.0% of portfolio
|
Q1 2025
Added 49.28%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
449,113
shares
|
$45.8 Million
0.32% of portfolio
|
Q1 2025
Added 400.45%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
446,213
shares
|
$45.5 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
401,377
shares
|
$41 Million
0.0% of portfolio
|
Q1 2025
Added 13.84%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 15, 2025 Q1 2025 |
383,632
shares
|
$39.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
347,818
shares
|
$35.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Endeavour Capital Advisors Inc
Greenwich, CT |
May 13, 2025 Q1 2025 |
331,291
shares
|
$33.8 Million
12.02% of portfolio
|
Q1 2025
Reduced 27.23%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
297,635
shares
|
$30.4 Million
0.0% of portfolio
|
Q1 2025
Added 15.14%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
277,950
shares
|
$28.4 Million
0.23% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
216,882
shares
|
$22.1 Million
0.21% of portfolio
|
Q1 2025
Added 125.41%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
206,433
shares
|
$21.1 Million
0.01% of portfolio
|
Q1 2025
Added 31.29%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
May 13, 2025 Q1 2025 |
194,773
shares
|
$19.9 Million
0.44% of portfolio
|
Q1 2025
Reduced 34.96%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
161,319
shares
|
$16.5 Million
0.15% of portfolio
|
Q4 2022
Reduced 9.71%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
139,895
shares
|
$14.3 Million
0.2% of portfolio
|
Q1 2025
Reduced 12.28%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
132,780
shares
|
$13.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.02%
|
|
|
Jcsd Capital, LLC
|
Jan 19, 2024 Q4 2023 |
116,711
shares
|
$11.9 Million
15.97% of portfolio
|
Q3 2023
Added 11.21%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
116,160
shares
|
$11.9 Million
0.0% of portfolio
|
Q1 2025
Added 8.41%
|
|
|
Peregrine Capital Management LLC
|
Apr 25, 2025 Q1 2025 |
112,594
shares
|
$11.5 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
May 15, 2025 Q1 2025 |
107,216
shares
|
$10.9 Million
0.03% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Royce & Associates LP
|
May 06, 2025 Q1 2025 |
106,339
shares
|
$10.9 Million
0.11% of portfolio
|
Q1 2025
Added 18.74%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
98,858
shares
|
$10.1 Million
0.0% of portfolio
|
Q1 2025
Added 6.35%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
96,253
shares
|
$9.82 Million
0.0% of portfolio
|
Q4 2024
Added 88.17%
|