Coastal Financial Ownership | Who Owns Coastal Financial?
Coastal Financial Ownership Summary
Coastal Financial is owned by 74.46% institutional investors, 16.44% insiders, and 9.10% retail investors. T. rowe price investment management is the largest institutional shareholder, holding 8.61% of CCB shares. T. Rowe Price Small-Cap Value is the top mutual fund, with 4.71% of its assets in Coastal Financial shares.
CCB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Coastal Financial | 74.46% | 16.44% | 9.10% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Regional Banks Stocks | 54.07% | 12.53% | 33.40% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| T. rowe price investment management | 1.29M | 8.61% | $125.38M |
| Blackrock | 1.07M | 8.02% | $49.34M |
| Blackrock funding, inc. /de | 967.87K | 6.44% | $104.69M |
| Vanguard group | 766.04K | 5.10% | $82.86M |
| Azora capital lp | 751.10K | 5.00% | $72.76M |
| Wellington management group llp | 456.89K | 3.40% | $38.79M |
| American century companies | 510.55K | 3.40% | $55.23M |
| Manufacturers life insurance company, the | 385.43K | 2.87% | $32.73M |
| Westwood group | 424.97K | 2.83% | $41.17M |
| State street | 352.59K | 2.62% | $29.94M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Jcsd capital | 130.04K | 12.04% | $14.07M |
| Endeavour capital advisors | 171.42K | 5.61% | $18.54M |
| Jacobs asset management | 75.00K | 4.44% | $8.11M |
| Cox capital mgt | 47.12K | 3.33% | $5.10M |
| Azora capital lp | 751.10K | 3.29% | $72.76M |
| John w. rosenthal capital management | 29.01K | 3.02% | $3.14M |
| Elizabeth park capital advisors | 28.91K | 2.53% | $3.12M |
| Militia capital partners, lp | 32.90K | 1.49% | $3.19M |
| Stieven capital advisors | 65.97K | 1.35% | $7.14M |
| Riverwater partners | 29.60K | 1.33% | $3.20M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 456.89K | 0.01% | 417.77K |
| Loomis sayles & co l p | 229.57K | 0.03% | 229.57K |
| Blackrock | 1.07M | 0.00% | 222.47K |
| Fmr | 327.66K | 0.00% | 193.78K |
| Azora capital lp | 751.10K | 3.29% | 156.96K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Endeavour capital advisors | 171.42K | 5.61% | -140.07K |
| Philadelphia financial management of san francisco | - | - | -102.35K |
| Gw&k investment management | 185.40K | 0.18% | -90.70K |
| Roubaix capital | - | - | -58.43K |
| Fj capital management | - | - | -55.88K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Loomis sayles & co l p | 229.57K | 0.03% | 229.57K | $24.83M |
| Ranger investment management | 156.19K | 1.18% | 156.19K | $16.89M |
| D.a. davidson | 125.54K | 0.09% | 125.54K | $13.58M |
| Silvercrest asset management group | 58.79K | 0.04% | 58.79K | $5.69M |
| Lisanti capital growth | 32.66K | 0.86% | 32.66K | $3.53M |
Sold Out
| Holder | Change |
|---|---|
| Sbi securities | -1.00 |
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Stephens consulting | -5.00 |
| Mai capital management | -10.00 |
| Creekmur asset management | -20.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 88 | -38.89% | 4,758,958 | -42.62% | 35 | 0.93% | 49 | -35.53% | 24 | -45.45% |
| Sep 30, 2024 | 144 | 15.20% | 8,293,116 | 4.90% | 61 | 1.76% | 76 | 11.76% | 44 | 18.92% |
| Jun 30, 2024 | 125 | 5.04% | 7,905,916 | 1.37% | 59 | 1.71% | 68 | 15.25% | 37 | -11.90% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| T. Rowe Price Small-Cap Value | 712.00K | 4.71% | -1.63K |
| 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 | 438.32K | 2.92% | -5.60K |
| Vanguard Total Stock Mkt Idx Inv | 394.04K | 2.61% | -8.74K |
| Vanguard US Total Market Shares ETF | 335.72K | 2.24% | - |
| iShares Russell 2000 ETF | 314.21K | 2.08% | - |
| American Century U.S. Small Cap Growth | 251.68K | 1.67% | 251.68K |
| American Century Small Cap Growth Inv | 251.68K | 1.67% | 251.68K |
| JHancock Regional Bank A | 169.96K | 1.12% | - |
| SPDR® S&P Regional Banking ETF | 138.82K | 0.92% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 18, 2025 | Sprink Eric M | CEO | Sell | $1.22M |
| Sep 18, 2025 | EDWARDS JOEL G | Chief Financial Officer | Sell | $1.08M |
| Sep 15, 2025 | EDWARDS JOEL G | Chief Financial Officer | Sell | $544.55K |
| Sep 16, 2025 | EDWARDS JOEL G | Chief Financial Officer | Sell | $431.60K |
| Sep 17, 2025 | EDWARDS JOEL G | Chief Financial Officer | Sell | $550.25K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | - |
| 2025 Q3 | - | 13 |
| 2025 Q2 | - | 2 |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 22 |
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