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Coastal Financial Ownership | Who Owns Coastal Financial?

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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 4.78% of its assets in Coastal Financial shares.

CCB Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockCoastal Financial85.77%15.36%-1.13%
SectorFinancial Services Stocks 746.79%13.83%-660.62%
IndustryRegional Banks Stocks38.12%12.89%48.99%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
T. rowe price investment management1.28M8.44%$97.03M
Blackrock1.07M8.02%$49.34M
Blackrock funding, inc. /de1.10M7.29%$85.43M
Vanguard group784.23K5.19%$89.86M
Azora capital lp658.62K4.36%$50.12M
State street582.97K3.86%$45.19M
Cooper creek partners management450.13K2.98%$34.26M
Wellington management group llp447.43K2.96%$34.05M
Endeavour capital advisors429.70K2.84%$33.31M
American century companies418.67K2.77%$31.86M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Jcsd capital145.14K16.39%$11.25M
Pmc fig opportunities63.62K7.44%$4.84M
Endeavour capital advisors429.70K6.84%$33.31M
Jacobs asset management89.15K4.06%$6.78M
Azora capital lp658.62K3.30%$50.12M
Graham capital wealth management50.63K3.03%$3.92M
John w. rosenthal capital management29.01K1.97%$2.25M
Stieven capital advisors110.57K1.80%$8.41M
Mendon capital advisors56.00K1.53%$4.34M
Cooper creek partners management450.13K1.17%$34.26M

Top Buyers

HolderShares% AssetsChange
Cooper creek partners management450.13K1.17%230.54K
Blackrock1.07M0.00%222.47K
Endeavour capital advisors429.70K6.84%156.10K
Blackrock funding, inc. /de1.10M0.00%128.31K
Ubs asset management americas268.69K0.00%106.50K

Top Sellers

HolderShares% AssetsChange
Driehaus capital management---344.36K
Next century growth investors---178.22K
American century companies418.67K0.02%-121.80K
Philadelphia financial management of san francisco---102.35K
Royce & associates lp55.68K0.04%-68.17K

New Positions

HolderShares% AssetsChangeValue
Millennium management101.19K0.00%101.19K$7.70M
Vanguard fiduciary trust90.77K0.00%90.77K$6.91M
Curated wealth partners65.00K0.01%65.00K$74.64K
Exoduspoint capital management, lp27.31K0.02%27.31K$2.08M
Renaissance22.60K0.00%22.60K$1.72M

Sold Out

HolderChange
Tortoise investment management-1.00
Nelson, van denburg & campbell wealth management group-2.00
Principal securities-2.00
True wealth design-3.00
Hughes financial services-3.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 2026185-11.48%12,959,2581.45%851.20%93-9.71%64-11.11%
Dec 31, 2025134-29.47%6,667,829-45.13%440.68%60-34.78%49-27.94%
Sep 30, 20251815.23%12,113,05710.92%801.53%8714.47%661.54%
Jun 30, 2025177-11,193,8959.25%741.59%77-15.38%686.25%
Mar 31, 20251754.17%10,686,8115.87%711.27%92-7.07%6226.53%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
T. Rowe Price Small-Cap Value728.59K4.78%23.70K
T. Rowe Price U.S. SC Value Eq Tr-D475.71K3.12%32.12K
T. Rowe Price U.S. SC Value Eq Tr-Z443.92K2.96%21.64K
Vanguard Total Stock Mkt Idx Inv410.11K2.69%7.00K
Vanguard Morn Total Stk Mkt Idx Investor410.11K2.68%7.00K
Vanguard US Total Market Shares ETF335.72K2.24%-
iShares Russell 2000 ETF338.00K2.21%-6.05K
American Century U.S. Small Cap Growth300.04K1.97%-
American Century Small Cap Growth Inv300.04K1.97%-
Fidelity VIP Mid Cap Initial286.30K1.87%-

Recent Insider Transactions

DateNameRoleActivityValue
Aug 06, 2026HOVDE STEVEN D Buy$438.25K
Aug 05, 2026HOVDE STEVEN D Buy$220.00K
Aug 06, 2026Sprink Eric M CEOBuy$444.50K
Aug 07, 2026Adams Christopher D Executive ChairBuy$13.09K
Jun 02, 2026Hamilton Brian T President of CCBXSell$499.96K

Insider Transactions Trends

DateBuySell
2026 Q34-
2026 Q2-3
2026 Q1-14
2025 Q4-7
2025 Q3-13

CCB Ownership FAQ

Who Owns Coastal Financial?

Coastal Financial shareholders are primarily institutional investors at 85.77%, followed by 15.36% insiders and -1.13% retail investors. The average institutional ownership in Coastal Financial's industry, Regional Banks Stocks, is 38.12%, which Coastal Financial exceeds.

Who owns the most shares of Coastal Financial?

Coastal Financial’s largest shareholders are T. rowe price investment management (1.28M shares, 8.44%), Blackrock (1.07M shares, 8.02%), and Blackrock funding, inc. /de (1.1M shares, 7.29%). Together, they hold 23.75% 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?

Jcsd capital is Coastal Financial’s biggest shareholder by percentage of total assets invested, with 16.39% of its assets in 145.14K Coastal Financial shares, valued at 11.25M$.

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 4.78% of its total shares outstanding invested in 728.59K Coastal Financial shares.

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