Coastal Financial Ownership | Who Owns Coastal Financial?


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Coastal Financial Ownership Summary


Coastal Financial is owned by 61.83% institutional investors, 18.56% insiders, and 19.61% retail investors. Blackrock is the largest institutional shareholder, holding 8.02% of CCB shares. T. Rowe Price Small-Cap Value is the top mutual fund, with 5.09% of its assets in Coastal Financial shares.

CCB Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockCoastal Financial61.83%18.56%19.61%
SectorFinancial Services Stocks 86.48%14.02%-0.50%
IndustryRegional Banks Stocks51.80%12.03%36.18%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock1.07M8.02%$49.34M
Blackrock funding, inc. /de1.07M7.95%$90.83M
T. rowe price investment management901.77K6.76%$41.61M
Vanguard group685.38K5.10%$58.20M
Wellington management group llp456.89K3.40%$38.79M
Endeavour capital advisors455.23K3.39%$38.65M
Manufacturers life insurance company, the361.29K2.71%$16.67M
Dimensional fund advisors lp359.86K2.70%$16.60M
State street306.89K2.30%$14.16M
Gw&k investment management303.47K2.26%$25.77M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Endeavour capital advisors455.23K12.31%$38.65M
Jacobs asset management171.82K5.03%$7.93M
Ejf capital87.28K2.98%$4.03M
Cox capital mgt48.61K2.65%$4.13M
John w. rosenthal capital management30.12K2.37%$2.56M
Stieven capital advisors102.21K1.54%$8.68M
Riverwater partners36.69K1.52%$3.12M
Mendon capital advisors40.00K1.02%$1.85M
Summerhaven investment management16.98K0.89%$1.44M
Madrona financial services18.46K0.43%$1.57M

Top Buyers

HolderShares% AssetsChange
Wellington management group llp456.89K0.01%417.77K
Blackrock1.07M0.00%222.47K
Royce & associates lp89.55K0.07%79.55K
Vanguard group685.38K0.00%70.27K
Exoduspoint capital management, lp49.65K0.03%41.09K

Top Sellers

HolderShares% AssetsChange
Endeavour capital advisors455.23K12.31%-293.18K
Millennium management20.95K0.00%-77.30K
Mendon capital advisors40.00K1.02%-60.00K
Rmb capital management40.00K0.04%-60.00K
Blackrock funding, inc. /de1.07M0.00%-47.70K

New Positions

HolderShares% AssetsChangeValue
Ubs asset management americas16.11K0.00%16.11K$743.18K
Proficio capital partners13.42K0.00%13.42K$13.42K
Corton capital12.58K0.30%12.58K$580.30K
Sei investments7.55K0.00%7.55K$641.18K
Susquehanna fundamental investments7.20K0.01%7.20K$332.02K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-2.00
Point72 (difc)-14.00
Capital performance advisors llp-46.00
Allspring global investments-96.00
Picton mahoney asset management-401.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Dec 31, 2023116-0.85%7,926,3393.89%591.81%51-5.56%38-
Sep 30, 20231179.35%7,629,4740.85%571.75%5412.50%388.57%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
T. Rowe Price Small-Cap Value759.74K5.09%73.55K
T. Rowe Price U.S. SC Value Eq Tr-Z422.28K2.83%121.53K
Vanguard Total Stock Mkt Idx Inv379.75K2.54%43.52K
iShares Russell 2000 ETF324.09K2.17%-2.45K
JHancock Regional Bank A184.90K1.24%-3.69K
Vanguard Institutional Extnd Mkt Idx Tr162.12K1.09%3.81K
JH Financial Opportunities130.62K0.88%-
Kennedy Extended Small Cap129.00K0.86%-7.40K
Avantis US Small Cap Value ETF125.91K0.84%-
Fidelity Small Cap Index113.79K0.76%-2.21K

Recent Insider Transactions


DateNameRoleActivityValue
Oct 22, 2024Sprink Eric M CEOSell$237.32K
Nov 08, 2024Sprink Eric M CEOSell$141.90K
Nov 07, 2024Sprink Eric M CEOSell$178.17K
Nov 11, 2024Sand Jonathan E EVP, Chief Credit OfficerSell$74.15K
Nov 04, 2024Sprink Eric M CEOSell$63.11K

Insider Transactions Trends


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

CCB Ownership FAQ


Who Owns Coastal Financial?

Coastal Financial shareholders are primarily institutional investors at 61.83%, followed by 18.56% insiders and 19.61% retail investors. The average institutional ownership in Coastal Financial's industry, Regional Banks Stocks, is 51.80%, which Coastal Financial exceeds.

Who owns the most shares of Coastal Financial?

Coastal Financial’s largest shareholders are Blackrock (1.07M shares, 8.02%), Blackrock funding, inc. /de (1.07M shares, 7.95%), and T. rowe price investment management (901.77K shares, 6.76%). Together, they hold 22.73% 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 5.09% of its total shares outstanding invested in 759.74K Coastal Financial shares.

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