Coastal Financial Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 05/15/2026 | 1.28 M | $97.03 M | 0.41% | 8.44% |
| BLACKROCK, INC. | 05/13/2026 | 973.86 K | $74.11 M | -1.11% | 6.45% |
| AZORA CAPITAL LP | 05/15/2026 | 658.62 K | $50.12 M | 6.53% | 4.36% |
| 05/15/2026 | 562.22 K | $42.79 M | 100.00% | 3.72% | |
| STATE STREET CORP | 05/15/2026 | 554.96 K | $42.23 M | 25.32% | 3.67% |
| COOPER CREEK PARTNERS MANAGEMENT LLC | 05/15/2026 | 450.13 K | $34.26 M | 104.98% | 2.98% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 447.43 K | $34.05 M | -4.16% | 2.96% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 418.67 K | $31.86 M | -22.54% | 2.77% |
| FMR LLC | 05/15/2026 | 370.76 K | $28.21 M | 0.20% | 2.45% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 359.57 K | $27.36 M | 7.61% | 2.38% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 05/15/2026 | 337.82 K | $25.71 M | 1.38% | 2.24% |
| WESTWOOD HOLDINGS GROUP INC | 05/15/2026 | 331.36 K | $25.22 M | -1.69% | 2.19% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 319.53 K | $24.32 M | -1.96% | 2.11% |
| LOOMIS SAYLES & CO L P | 05/14/2026 | 304.79 K | $23.19 M | -7.70% | 2.02% |
| ENDEAVOUR CAPITAL ADVISORS INC | 05/11/2026 | 273.60 K | $20.82 M | 68.97% | 1.81% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 268.69 K | $20.45 M | 65.67% | 1.78% |
| EMERALD ADVISERS, LLC | 05/04/2026 | 221.18 K | $16.83 M | 44.80% | 1.46% |
| GW&K INVESTMENT MANAGEMENT, LLC | 05/13/2026 | 181.99 K | $13.85 M | -8.01% | 1.20% |
| UBS GROUP AG | 05/05/2026 | 159.71 K | $12.15 M | 31.17% | 1.06% |
| KENNEDY CAPITAL MANAGEMENT LLC | 05/13/2026 | 158.76 K | $12.08 M | -5.96% | 1.05% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 05/04/2026 | 156.66 K | $11.92 M | 45.41% | 1.04% |
| RANGER INVESTMENT MANAGEMENT, L.P. | 05/15/2026 | 151.10 K | $11.50 M | -0.62% | 1.00% |
| JCSD CAPITAL, LLC | 04/24/2026 | 140.14 K | $10.66 M | 8.60% | 0.93% |
| PEREGRINE CAPITAL MANAGEMENT LLC | 04/23/2026 | 139.61 K | $10.62 M | -4.19% | 0.92% |
| ADVISORS CAPITAL MANAGEMENT, LLC | 05/01/2026 | 130.00 K | $9.89 M | 4.25% | 0.86% |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | 05/15/2026 | 130.00 K | $9.89 M | 18.18% | 0.86% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 125.54 K | $9.55 M | 0.00% | 0.83% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 115.03 K | $13.18 M | -3.53% | 0.76% |
| STIEVEN CAPITAL ADVISORS, L.P. | 05/15/2026 | 110.57 K | $8.41 M | 68.12% | 0.73% |
| NORTHERN TRUST CORP | 05/14/2026 | 108.39 K | $8.25 M | 1.63% | 0.72% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 107.73 K | $8.20 M | 0.44% | 0.71% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 101.19 K | $7.70 M | 100.00% | 0.67% |
| 05/08/2026 | 99.26 K | $7.55 M | 100.00% | 0.66% | |
| STATE OF WISCONSIN INVESTMENT BOARD | 05/15/2026 | 95.65 K | $7.28 M | -13.67% | 0.63% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 93.88 K | $7.14 M | 57.38% | 0.62% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 90.77 K | $6.91 M | 100.00% | 0.60% |
| JACOBS ASSET MANAGEMENT, LLC | 05/15/2026 | 89.15 K | $6.78 M | 0.79% | 0.59% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 86.66 K | $6.59 M | 71.22% | 0.57% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 86.04 K | $6.55 M | -18.62% | 0.57% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 85.79 K | $6.53 M | 48.40% | 0.57% |
| MORGAN STANLEY | 05/15/2026 | 78.00 K | $5.94 M | -23.00% | 0.52% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 05/15/2026 | 77.08 K | $5.87 M | -10.08% | 0.51% |
| SEGALL BRYANT & HAMILL, LLC | 05/22/2026 | 69.58 K | $5.29 M | -4.93% | 0.46% |
| PMC FIG OPPORTUNITIES LLC | 05/15/2026 | 63.62 K | $4.84 M | 47.19% | 0.42% |
| BOOTHBAY FUND MANAGEMENT, LLC | 05/15/2026 | 61.79 K | $4.70 M | -41.89% | 0.41% |
| MENDON CAPITAL ADVISORS CORP | 05/15/2026 | 56.00 K | $4.26 M | 86.67% | 0.37% |
| ROYCE & ASSOCIATES LP | 05/12/2026 | 55.68 K | $4.24 M | -55.04% | 0.37% |
| CITADEL ADVISORS LLC | 05/15/2026 | 54.88 K | $4.18 M | 1,779.59% | 0.36% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 51.02 K | $3.88 M | 5.04% | 0.34% |
| RMB CAPITAL MANAGEMENT, LLC | 05/15/2026 | 50.00 K | $3.81 M | 66.67% | 0.33% |
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Coastal Financial Corp institutional Ownership - FAQ's
During the previous two years, 253 institutional investors and hedge funds held shares of Coastal Financial Corp. The most heavily invested institutionals were:
T. Rowe Price Investment Management, Inc.: 1.28 M
BlackRock, Inc.: 973,859
Azora Capital LP: 658,617
STATE STREET CORP: 554,958
COOPER CREEK PARTNERS MANAGEMENT LLC: 450,134
WELLINGTON MANAGEMENT GROUP LLP: 447,432
85.76% of Coastal Financial Corp stock is owned by institutional investors.
Institutional investors have bought a total of 14.69 M shares in the last 24 months. This purchase volume represents approximately $1.13 B in transactions.