Coastal Financial Ownership | Who Owns Coastal Financial?

Overview Forecast RevenueFinancials Chart

Coastal Financial Ownership Summary

Coastal Financial is owned by 80.58% institutional investors, 16.20% insiders, and 3.22% retail investors. T. rowe price investment management is the largest institutional shareholder, holding 9.19% of CCB shares. T. Rowe Price Small-Cap Value is the top mutual fund, with 4.71% of its assets in Coastal Financial shares.

CCB Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Coastal Financial	80.58%	16.20%	3.22%
Sector	Financial Services Stocks	36.95%	15.48%	47.58%
Industry	Regional Banks Stocks	38.26%	12.54%	49.20%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
T. rowe price investment management	1.38M	9.19%	$149.38M
Blackrock	1.07M	8.02%	$49.34M
Blackrock funding, inc. /de	967.87K	6.44%	$104.69M
Vanguard group	766.04K	5.10%	$82.86M
Azora capital lp	591.02K	3.93%	$63.93M
American century companies	510.55K	3.40%	$55.23M
Wellington management group llp	486.20K	3.23%	$52.59M
State street	447.94K	2.98%	$48.45M
Driehaus capital management	356.49K	2.37%	$38.56M
Westwood group	354.64K	2.36%	$38.36M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Jcsd capital	130.04K	12.04%	$14.07M
Endeavour capital advisors	171.42K	5.61%	$18.54M
Pmc fig opportunities	28.28K	4.61%	$3.06M
Jacobs asset management	75.00K	4.44%	$8.11M
Cox capital mgt	47.12K	3.33%	$5.10M
John w. rosenthal capital management	29.01K	3.02%	$3.14M
Azora capital lp	591.02K	2.96%	$63.93M
Elizabeth park capital advisors	28.91K	2.53%	$3.12M
Stieven capital advisors	65.97K	1.35%	$7.14M
Riverwater partners	29.60K	1.33%	$3.20M

Top Buyers

Holder	Shares	% Assets	Change
Loomis sayles & co l p	229.57K	0.03%	229.57K
Blackrock	1.07M	0.00%	222.47K
Fmr	327.66K	0.00%	193.78K
Ranger investment management	156.19K	1.18%	156.19K
Driehaus capital management	356.49K	0.28%	140.78K

Top Sellers

Holder	Shares	% Assets	Change
Azora capital lp	591.02K	2.96%	-160.08K
Endeavour capital advisors	171.42K	5.61%	-140.07K
Philadelphia financial management of san francisco	-	-	-102.35K
Gw&k investment management	185.40K	0.18%	-90.70K
Westwood group	354.64K	0.27%	-70.32K

New Positions

Holder	Shares	% Assets	Change	Value
Loomis sayles & co l p	229.57K	0.03%	229.57K	$24.83M
Ranger investment management	156.19K	1.18%	156.19K	$16.89M
D.a. davidson	125.54K	0.09%	125.54K	$13.58M
Next century growth investors	77.49K	0.61%	77.49K	$8.38M
Lisanti capital growth	32.66K	0.86%	32.66K	$3.53M

Sold Out

Holder	Change
Sbi securities	-1.00
Nelson, van denburg & campbell wealth management group	-2.00
Stephens consulting	-5.00
Mai capital management	-10.00
Creekmur asset management	-20.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2025	181	5.23%	12,113,057	10.92%	80	1.53%	87	14.47%	66	1.54%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
T. Rowe Price Small-Cap Value	712.00K	4.71%	-1.63K
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	314.21K	2.08%	-
American Century U.S. Small Cap Growth	251.68K	1.67%	251.68K
American Century Small Cap Growth Inv	251.68K	1.67%	251.68K
JHancock Regional Bank A	169.96K	1.12%	-
SPDR® S&P Regional Banking ETF	138.82K	0.92%	-

Recent Insider Transactions

Date	Name	Activity	Value
Dec 10, 2025	HOVDE STEVEN D	Sell	$177.75K
Dec 10, 2025	HOVDE STEVEN D	Sell	$174.00K
Dec 09, 2025	HOVDE STEVEN D	Sell	$173.25K
Dec 08, 2025	HOVDE STEVEN D	Sell	$171.75K
Dec 05, 2025	HOVDE STEVEN D	Sell	$180.43K

Insider Transactions Trends

Date	Buy	Sell
2025 Q4	-	7
2025 Q3	-	13
2025 Q2	-	2
2025 Q1	-	-
2024 Q4	-	22

CCB Ownership FAQ

Who Owns Coastal Financial?

Coastal Financial shareholders are primarily institutional investors at 80.58%, followed by 16.20% insiders and 3.22% retail investors. The average institutional ownership in Coastal Financial's industry, Regional Banks Stocks, is 38.26%, which Coastal Financial exceeds.

Who owns the most shares of Coastal Financial?

Coastal Financial’s largest shareholders are T. rowe price investment management (1.38M shares, 9.19%), Blackrock (1.07M shares, 8.02%), and Blackrock funding, inc. /de (967.87K shares, 6.44%). Together, they hold 23.64% 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 12.04% of its assets in 130.04K Coastal Financial shares, valued at 14.07M$.

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 4.71% of its total shares outstanding invested in 712K Coastal Financial shares.

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