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 4.75% 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 | 54.08% | 12.36% | 33.57% |
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 | 1.00M | 6.66% | $96.95M |
| Vanguard group | 685.38K | 5.10% | $58.20M |
| Azora capital lp | 751.10K | 5.00% | $72.76M |
| Wellington management group llp | 456.89K | 3.40% | $38.79M |
| American century companies | 481.93K | 3.21% | $46.69M |
| Manufacturers life insurance company, the | 385.43K | 2.87% | $32.73M |
| Westwood group | 424.97K | 2.83% | $41.17M |
| Dimensional fund advisors lp | 363.31K | 2.70% | $30.85M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Endeavour capital advisors | 311.50K | 10.38% | $30.17M |
| Jacobs asset management | 100.00K | 5.52% | $9.69M |
| Elizabeth park capital advisors | 39.31K | 3.42% | $3.81M |
| Azora capital lp | 751.10K | 3.29% | $72.76M |
| John w. rosenthal capital management | 29.10K | 2.84% | $2.82M |
| Cox capital mgt | 48.61K | 2.65% | $4.13M |
| Stieven capital advisors | 88.57K | 1.67% | $8.58M |
| Militia capital partners, lp | 32.90K | 1.49% | $3.19M |
| Riverwater partners | 29.78K | 1.36% | $2.89M |
| Summerhaven investment management | 17.30K | 1.10% | $1.68M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 456.89K | 0.01% | 417.77K |
| American century companies | 481.93K | 0.03% | 275.50K |
| Blackrock | 1.07M | 0.00% | 222.47K |
| Azora capital lp | 751.10K | 3.29% | 156.96K |
| Vanguard group | 685.38K | 0.00% | 70.27K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Philadelphia financial management of san francisco | - | - | -102.35K |
| Roubaix capital | - | - | -58.43K |
| Fj capital management | - | - | -55.88K |
| Blackrock funding, inc. /de | 1.00M | 0.00% | -46.54K |
| T. rowe price investment management | 1.29M | 0.08% | -44.94K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Silvercrest asset management group | 58.79K | 0.04% | 58.79K | $5.69M |
| Price t rowe associates inc /md/ | 8.54K | 0.00% | 8.54K | $725.00K |
| Sei investments | 7.55K | 0.00% | 7.55K | $641.18K |
| Amundi | 3.56K | 0.00% | 3.56K | $365.84K |
| Jump financial | 3.40K | 0.00% | 3.40K | $329.36K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Stephens consulting | -5.00 |
| Creekmur asset management | -20.00 |
| Capital performance advisors llp | -46.00 |
| Pnc financial services group | -55.00 |
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 | 713.63K | 4.75% | -22.75K |
| 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 | 304.71K | 2.02% | -5.78K |
| American Century Small Cap Growth Inv | 251.68K | 1.67% | 251.68K |
| American Century U.S. Small Cap Growth | 251.68K | 1.67% | 251.68K |
| JHancock Regional Bank A | 169.96K | 1.13% | -1.50K |
| Vanguard Institutional Extnd Mkt Idx Tr | 131.78K | 0.87% | -57.57K |
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 |
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