Coastal Financial Ownership | Who Owns Coastal Financial?

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 5.06% of its assets in Coastal Financial shares.

CCB Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Coastal Financial	71.42%	16.57%	12.01%
Sector	Financial Services Stocks	71.97%	15.45%	12.58%
Industry	Regional Banks Stocks	38.06%	12.02%	49.92%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
T. rowe price investment management	1.32M	9.83%	$112.28M
Blackrock	1.07M	8.02%	$49.34M
Blackrock funding, inc. /de	1.07M	7.95%	$90.83M
Vanguard group	685.38K	5.10%	$58.20M
Wellington management group llp	456.89K	3.40%	$38.79M
Endeavour capital advisors	455.23K	3.39%	$38.65M
Azora capital lp	397.99K	2.96%	$33.79M
Manufacturers life insurance company, the	385.43K	2.87%	$32.73M
Dimensional fund advisors lp	363.31K	2.70%	$30.85M
State street	352.59K	2.62%	$29.94M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Endeavour capital advisors	455.23K	12.31%	$38.65M
Jacobs asset management	110.10K	5.63%	$9.35M
Cox capital mgt	48.61K	2.65%	$4.13M
Elizabeth park capital advisors	36.55K	2.53%	$3.10M
John w. rosenthal capital management	30.12K	2.37%	$2.56M
Stieven capital advisors	102.21K	1.54%	$8.68M
Azora capital lp	397.99K	1.52%	$33.79M
Riverwater partners	36.69K	1.52%	$3.12M
Mendon capital advisors	30.00K	1.25%	$2.55M
Ejf capital	20.16K	1.18%	$1.71M

Top Buyers

Holder	Shares	% Assets	Change
T. rowe price investment management	1.32M	0.07%	423.86K
Wellington management group llp	456.89K	0.01%	417.77K
Azora capital lp	397.99K	1.52%	397.99K
Blackrock	1.07M	0.00%	222.47K
Driehaus capital management	96.22K	0.07%	96.22K

Top Sellers

Holder	Shares	% Assets	Change
Endeavour capital advisors	455.23K	12.31%	-293.18K
Philadelphia financial management of san francisco	-	-	-102.35K
Jacobs asset management	110.10K	5.63%	-77.40K
Roubaix capital	-	-	-58.43K
Fj capital management	-	-	-55.88K

New Positions

Holder	Shares	% Assets	Change	Value
Azora capital lp	397.99K	1.52%	397.99K	$33.79M
Driehaus capital management	96.22K	0.07%	96.22K	$8.17M
Westwood group	89.74K	0.06%	89.74K	$7.62M
Eam investors	50.96K	0.61%	50.96K	$4.33M
Elizabeth park capital advisors	36.55K	2.53%	36.55K	$3.10M

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-2.00
Creekmur asset management	-20.00
Capital performance advisors llp	-46.00
Srs capital advisors	-91.00
Allspring global investments	-96.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2024	119	2.59%	7,799,319	-1.60%	58	1.65%	59	15.69%	42	10.53%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
T. Rowe Price Small-Cap Value	759.02K	5.06%	-163.00
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	443.92K	2.96%	21.64K
Vanguard Total Stock Mkt Idx Inv	397.03K	2.65%	1.97K
Vanguard US Total Market Shares ETF	335.72K	2.24%	-
iShares Russell 2000 ETF	319.86K	2.13%	156.00
Fidelity VIP Mid Cap Initial	223.20K	1.49%	68.95K
Vanguard Institutional Extnd Mkt Idx Tr	188.18K	1.25%	281.00
JHancock Regional Bank A	181.43K	1.21%	-
JH Financial Opportunities	130.62K	0.87%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 16, 2025	EDWARDS JOEL G	Chief Financial Officer	Sell	$276.64K
Apr 14, 2025	Tisdel Gregory A	-	Sell	$126.51K
Nov 07, 2024	Sprink Eric M	CEO	Sell	$178.17K
Nov 08, 2024	Sprink Eric M	CEO	Sell	$141.90K
Oct 22, 2024	Sprink Eric M	CEO	Sell	$237.32K

Insider Transactions Trends

Date	Buy	Sell
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 38.06%, 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 5.06% of its total shares outstanding invested in 759.02K Coastal Financial shares.

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