Coastal Financial Ownership | Who Owns Coastal Financial?
Coastal Financial Ownership Summary
Coastal Financial is owned by 85.77% institutional investors, 15.36% insiders. T. rowe price investment management is the largest institutional shareholder, holding 8.44% of CCB shares. T. Rowe Price Small-Cap Value is the top mutual fund, with 4.55% of its assets in Coastal Financial shares.
CCB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Coastal Financial | 85.77% | 15.36% | -1.13% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Regional Banks Stocks | 38.86% | 12.63% | 48.51% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| T. rowe price investment management | 1.28M | 8.44% | $97.03M |
| Blackrock | 1.07M | 8.02% | $49.34M |
| Blackrock funding, inc. /de | 973.86K | 6.45% | $74.11M |
| Vanguard group | 784.23K | 5.19% | $89.86M |
| Azora capital lp | 658.62K | 4.36% | $50.12M |
| State street | 554.96K | 3.67% | $42.23M |
| Cooper creek partners management | 450.13K | 2.98% | $34.26M |
| Wellington management group llp | 447.43K | 2.96% | $34.05M |
| American century companies | 418.67K | 2.77% | $31.86M |
| Fmr | 370.76K | 2.45% | $28.21M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Jcsd capital | 140.14K | 11.28% | $10.66M |
| Pmc fig opportunities | 63.62K | 7.44% | $4.84M |
| Endeavour capital advisors | 273.60K | 4.72% | $20.82M |
| Jacobs asset management | 89.15K | 4.06% | $6.78M |
| Graham capital wealth management | 49.88K | 3.37% | $3.80M |
| Azora capital lp | 658.62K | 3.30% | $50.12M |
| John w. rosenthal capital management | 29.01K | 2.16% | $2.21M |
| Stieven capital advisors | 110.57K | 1.80% | $8.41M |
| Mendon capital advisors | 56.00K | 1.65% | $4.26M |
| Cooper creek partners management | 450.13K | 1.17% | $34.26M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cooper creek partners management | 450.13K | 1.17% | 230.54K |
| Blackrock | 1.07M | 0.00% | 222.47K |
| State street | 554.96K | 0.00% | 112.13K |
| Endeavour capital advisors | 273.60K | 4.72% | 111.68K |
| Ubs asset management americas | 268.69K | 0.00% | 106.50K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Driehaus capital management | - | - | -344.36K |
| Next century growth investors | - | - | -178.22K |
| American century companies | 418.67K | 0.02% | -121.80K |
| Philadelphia financial management of san francisco | - | - | -102.35K |
| Royce & associates lp | 55.68K | 0.04% | -68.17K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Millennium management | 101.19K | 0.00% | 101.19K | $7.70M |
| Vanguard fiduciary trust | 90.77K | 0.00% | 90.77K | $6.91M |
| Graham capital wealth management | 49.88K | 3.37% | 49.88K | $3.80M |
| Exoduspoint capital management, lp | 27.31K | 0.02% | 27.31K | $2.08M |
| Y-intercept (hong kong) | 24.77K | 0.04% | 24.77K | $1.88M |
Sold Out
| Holder | Change |
|---|---|
| Sbi securities | -1.00 |
| Tortoise investment management | -1.00 |
| Principal securities | -2.00 |
| Nelson, van denburg & campbell wealth management group | -2.00 |
| True wealth design | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 185 | -11.48% | 12,959,258 | 1.45% | 85 | 1.20% | 93 | -9.71% | 64 | -11.11% |
| Dec 31, 2025 | 134 | -29.47% | 6,667,829 | -45.13% | 44 | 0.68% | 60 | -34.78% | 49 | -27.94% |
| Sep 30, 2025 | 181 | 5.23% | 12,113,057 | 10.92% | 80 | 1.53% | 87 | 14.47% | 66 | 1.54% |
| Jun 30, 2025 | 177 | - | 11,193,895 | 9.25% | 74 | 1.59% | 77 | -15.38% | 68 | 6.25% |
| Mar 31, 2025 | 175 | 4.17% | 10,686,811 | 5.87% | 71 | 1.27% | 92 | -7.07% | 62 | 26.53% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| T. Rowe Price Small-Cap Value | 692.82K | 4.55% | - |
| T. Rowe Price U.S. SC Value Eq Tr-Z | 443.92K | 2.96% | 21.64K |
| T. Rowe Price U.S. SC Value Eq Tr-D | 443.59K | 2.91% | 6.96K |
| Vanguard Total Stock Mkt Idx Inv | 403.11K | 2.64% | - |
| Vanguard US Total Market Shares ETF | 335.72K | 2.24% | - |
| iShares Russell 2000 ETF | 301.74K | 1.98% | 2.54K |
| American Century U.S. Small Cap Growth | 300.04K | 1.97% | -5.99K |
| American Century Small Cap Growth Inv | 300.04K | 1.97% | -5.99K |
| Fidelity VIP Mid Cap Initial | 286.30K | 1.88% | - |
| State Street® SPDR® S&PRgnllBkgETF | 261.63K | 1.72% | -2.41K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 02, 2026 | Hamilton Brian T | President of CCBX | Sell | $499.96K |
| May 08, 2026 | Lane Thomas D | - | Sell | $21.78K |
| May 01, 2026 | Hamilton Brian T | President of CCBX | Sell | $232.27K |
| Mar 03, 2026 | Hamilton Brian T | President of CCBX | Sell | $10.57K |
| Feb 06, 2026 | Hamilton Brian T | President of CCBX | Sell | $4.27K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 3 |
| 2026 Q1 | - | 14 |
| 2025 Q4 | - | 7 |
| 2025 Q3 | - | 13 |
| 2025 Q2 | - | 2 |
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