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Coastal Financial Ownership | Who Owns Coastal Financial?

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Coastal Financial Ownership Summary

Coastal Financial is owned by 71.42% institutional investors, 16.57% insiders, and 12.01% retail investors. T. rowe price investment management is the largest institutional shareholder, holding 9.83% of CCB shares. T. Rowe Price Small-Cap Value is the top mutual fund, with 4.75% of its assets in Coastal Financial shares.

CCB Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockCoastal Financial71.42%16.57%12.01%
SectorFinancial Services Stocks 71.97%15.45%12.58%
IndustryRegional Banks Stocks38.01%12.17%49.81%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
T. rowe price investment management1.32M9.83%$112.28M
Blackrock1.07M8.02%$49.34M
Blackrock funding, inc. /de1.07M7.95%$90.83M
Vanguard group685.38K5.10%$58.20M
Wellington management group llp456.89K3.40%$38.79M
Endeavour capital advisors455.23K3.39%$38.65M
Azora capital lp397.99K2.96%$33.79M
Manufacturers life insurance company, the385.43K2.87%$32.73M
Dimensional fund advisors lp363.31K2.70%$30.85M
State street352.59K2.62%$29.94M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Endeavour capital advisors455.23K12.31%$38.65M
Jacobs asset management110.10K5.63%$9.35M
Cox capital mgt48.61K2.65%$4.13M
Elizabeth park capital advisors36.55K2.53%$3.10M
John w. rosenthal capital management30.12K2.37%$2.56M
Stieven capital advisors102.21K1.54%$8.68M
Azora capital lp397.99K1.52%$33.79M
Riverwater partners36.69K1.52%$3.12M
Mendon capital advisors30.00K1.25%$2.55M
Ejf capital20.16K1.18%$1.71M

Top Buyers

HolderShares% AssetsChange
T. rowe price investment management1.32M0.07%423.86K
Wellington management group llp456.89K0.01%417.77K
Azora capital lp397.99K1.52%397.99K
Blackrock1.07M0.00%222.47K
Driehaus capital management96.22K0.07%96.22K

Top Sellers

HolderShares% AssetsChange
Endeavour capital advisors455.23K12.31%-293.18K
Philadelphia financial management of san francisco---102.35K
Jacobs asset management110.10K5.63%-77.40K
Roubaix capital---58.43K
Fj capital management---55.88K

New Positions

HolderShares% AssetsChangeValue
Azora capital lp397.99K1.52%397.99K$33.79M
Driehaus capital management96.22K0.07%96.22K$8.17M
Westwood group89.74K0.06%89.74K$7.62M
Eam investors50.96K0.61%50.96K$4.33M
Elizabeth park capital advisors36.55K2.53%36.55K$3.10M

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-2.00
Stephens consulting-5.00
Creekmur asset management-20.00
Capital performance advisors llp-46.00
Srs capital advisors-91.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 20251754.17%10,686,8115.87%711.27%92-7.07%6226.53%
Dec 31, 202488-38.89%4,758,958-42.62%350.93%49-35.53%24-45.45%
Sep 30, 202414415.20%8,293,1164.90%611.76%7611.76%4418.92%
Jun 30, 20241255.04%7,905,9161.37%591.71%6815.25%37-11.90%
Mar 31, 20241192.59%7,799,319-1.60%581.65%5915.69%4210.53%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
T. Rowe Price Small-Cap Value713.63K4.75%-22.75K
T. Rowe Price U.S. SC Value Eq Tr-Z443.92K2.96%21.64K
T. Rowe Price U.S. SC Value Eq Tr-D438.32K2.92%-5.60K
Vanguard Total Stock Mkt Idx Inv402.77K2.67%-
Vanguard US Total Market Shares ETF335.72K2.24%-
iShares Russell 2000 ETF310.49K2.06%-5.00K
American Century Small Cap Growth Inv251.68K1.67%251.68K
American Century U.S. Small Cap Growth251.68K1.67%251.68K
Vanguard Institutional Extnd Mkt Idx Tr189.35K1.25%-260.00
JHancock Regional Bank A171.46K1.14%-1.45K

Recent Insider Transactions

DateNameRoleActivityValue
May 16, 2025EDWARDS JOEL G Chief Financial OfficerSell$276.64K
Apr 14, 2025Tisdel Gregory A-Sell$126.51K
Nov 07, 2024Sprink Eric M CEOSell$178.17K
Nov 08, 2024Sprink Eric M CEOSell$141.90K
Oct 22, 2024Sprink Eric M CEOSell$237.32K

Insider Transactions Trends

DateBuySell
2025 Q2-2
2025 Q1--
2024 Q4-22
2024 Q3-18
2024 Q2-3

CCB Ownership FAQ

Who Owns Coastal Financial?

Coastal Financial shareholders are primarily institutional investors at 71.42%, followed by 16.57% insiders and 12.01% retail investors. The average institutional ownership in Coastal Financial's industry, Regional Banks Stocks, is 38.01%, which Coastal Financial exceeds.

Who owns the most shares of Coastal Financial?

Coastal Financial’s largest shareholders are T. rowe price investment management (1.32M shares, 9.83%), Blackrock (1.07M shares, 8.02%), and Blackrock funding, inc. /de (1.07M shares, 7.95%). Together, they hold 25.80% of Coastal Financial’s total shares outstanding.

Does Blackrock own Coastal Financial?

Yes, BlackRock owns 8.02% of Coastal Financial, totaling 1.07M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 49.34M$. In the last quarter, BlackRock increased its holdings by 222.47K shares, a 26.27% change.

Who is Coastal Financial’s biggest shareholder by percentage of total assets invested?

Endeavour capital advisors is Coastal Financial’s biggest shareholder by percentage of total assets invested, with 12.31% of its assets in 455.23K Coastal Financial shares, valued at 38.65M$.

Who is the top mutual fund holder of Coastal Financial shares?

T. Rowe Price Small-Cap Value is the top mutual fund holder of Coastal Financial shares, with 4.75% of its total shares outstanding invested in 713.63K Coastal Financial shares.

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