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 11.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
1,294,327
shares
|
$133 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,069,305
shares
|
$110 Million
0.0% of portfolio
|
Q2 2024
Added 26.27%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
762,236
shares
|
$78.5 Million
0.0% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Azora Capital LP
Miami, FL |
Aug 14, 2025 Q2 2025 |
751,098
shares
|
$77.3 Million
3.5% of portfolio
|
Q2 2025
Added 26.42%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
481,933
shares
|
$49.6 Million
0.03% of portfolio
|
Q2 2025
Added 133.46%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
446,213
shares
|
$46 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 18, 2025 Q2 2025 |
424,967
shares
|
$43.8 Million
0.32% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
408,735
shares
|
$42.1 Million
0.0% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
362,067
shares
|
$37.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
359,160
shares
|
$37 Million
0.01% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Endeavour Capital Advisors Inc
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
311,495
shares
|
$32.1 Million
11.13% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
304,365
shares
|
$31.3 Million
0.0% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
276,100
shares
|
$28.4 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
215,712
shares
|
$22.2 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Aug 13, 2025 Q2 2025 |
173,062
shares
|
$17.8 Million
0.42% of portfolio
|
Q2 2025
Reduced 11.15%
|
|
|
Royce & Associates LP
|
Aug 11, 2025 Q2 2025 |
148,625
shares
|
$15.3 Million
0.16% of portfolio
|
Q2 2025
Added 39.77%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
141,658
shares
|
$14.6 Million
0.2% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Peregrine Capital Management LLC
|
Aug 01, 2025 Q2 2025 |
140,693
shares
|
$14.5 Million
0.44% of portfolio
|
Q2 2025
Added 24.96%
|
|
|
Jcsd Capital, LLC
|
Aug 06, 2025 Q2 2025 |
130,040
shares
|
$13.4 Million
17.43% of portfolio
|
Q2 2025
Added 11.42%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
128,606
shares
|
$13.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
111,949
shares
|
$11.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
110,915
shares
|
$11.4 Million
0.24% of portfolio
|
Q2 2025
Added 20.93%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Aug 14, 2025 Q2 2025 |
103,303
shares
|
$10.6 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
101,940
shares
|
$10.5 Million
0.0% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Jacobs Asset Management, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
100,000
shares
|
$10.3 Million
6.03% of portfolio
|
Q2 2025
Added 21.21%
|