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. | 08/14/2026 | 1.35 M | $104.92 M | 6.16% | 8.95% |
| BLACKROCK, INC. | 08/07/2026 | 1.10 M | $85.43 M | 13.18% | 7.29% |
| STATE STREET CORP | 08/07/2026 | 582.97 K | $45.19 M | 5.05% | 3.86% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 573.58 K | $44.46 M | 2.02% | 3.79% |
| COOPER CREEK PARTNERS MANAGEMENT LLC | 08/14/2026 | 467.51 K | $36.24 M | 3.86% | 3.09% |
| AZORA CAPITAL LP | 08/14/2026 | 457.33 K | $35.45 M | -30.56% | 3.03% |
| ENDEAVOUR CAPITAL ADVISORS INC | 08/07/2026 | 429.70 K | $33.31 M | 57.05% | 2.84% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 420.24 K | $32.57 M | 0.37% | 2.78% |
| FMR LLC | 08/13/2026 | 378.99 K | $29.38 M | 2.22% | 2.51% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 372.28 K | $28.85 M | 3.53% | 2.46% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 360.92 K | $27.97 M | -19.34% | 2.39% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 341.13 K | $26.45 M | 6.76% | 2.26% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 09/09/2026 | 335.66 K | $26.02 M | -0.64% | 2.22% |
| LOOMIS SAYLES & CO L P | 08/14/2026 | 284.47 K | $22.05 M | -6.67% | 1.88% |
| CITADEL ADVISORS LLC | 09/02/2026 | 235.22 K | $18.23 M | 328.58% | 1.56% |
| EMERALD ADVISERS, LLC | 08/05/2026 | 216.33 K | $16.77 M | -2.19% | 1.43% |
| GW&K INVESTMENT MANAGEMENT, LLC | 08/12/2026 | 174.20 K | $13.50 M | -4.28% | 1.15% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2026 | 168.28 K | $13.04 M | 6.00% | 1.11% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 08/05/2026 | 156.66 K | $12.14 M | 0.00% | 1.04% |
| STIEVEN CAPITAL ADVISORS, L.P. | 08/14/2026 | 155.77 K | $12.07 M | 40.88% | 1.03% |
| UBS GROUP AG | 08/13/2026 | 151.31 K | $11.73 M | -5.26% | 1.00% |
| JCSD CAPITAL, LLC | 07/22/2026 | 145.14 K | $11.25 M | 3.57% | 0.96% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 141.33 K | $10.76 M | 22.86% | 0.94% |
| RANGER INVESTMENT MANAGEMENT, L.P. | 08/13/2026 | 138.90 K | $10.77 M | -8.08% | 0.92% |
| ADVISORS CAPITAL MANAGEMENT, LLC | 08/11/2026 | 133.58 K | $10.35 M | 2.75% | 0.88% |
| PEREGRINE CAPITAL MANAGEMENT LLC | 07/17/2026 | 132.83 K | $10.30 M | -4.86% | 0.88% |
| NORTHERN TRUST CORP | 08/13/2026 | 116.90 K | $9.06 M | 7.85% | 0.77% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 116.11 K | $9.00 M | 35.34% | 0.77% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 112.46 K | $8.72 M | 13.30% | 0.74% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 112.04 K | $8.68 M | -10.76% | 0.74% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 110.03 K | $8.53 M | 2.14% | 0.73% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 110.03 K | $8.53 M | 100.00% | 0.73% |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | 08/14/2026 | 105.00 K | $8.14 M | -19.23% | 0.69% |
| JACOBS ASSET MANAGEMENT, LLC | 08/14/2026 | 101.49 K | $7.87 M | 13.84% | 0.67% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 93.76 K | $7.27 M | 3.29% | 0.62% |
| STATE OF WISCONSIN INVESTMENT BOARD | 08/14/2026 | 91.57 K | $7.10 M | -4.27% | 0.61% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 90.21 K | $6.99 M | 4.85% | 0.60% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 88.64 K | $6.87 M | -5.59% | 0.59% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 80.94 K | $6.27 M | -6.60% | 0.54% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 75.50 K | $5.85 M | -71.90% | 0.50% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 75.30 K | $5.84 M | -25.58% | 0.50% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 08/14/2026 | 73.51 K | $5.70 M | -4.64% | 0.49% |
| SEGALL BRYANT & HAMILL, LLC | 08/12/2026 | 70.81 K | $5.49 M | 1.78% | 0.47% |
| MORGAN STANLEY | 08/13/2026 | 67.51 K | $5.23 M | -13.45% | 0.45% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 67.42 K | $5.23 M | 457.34% | 0.45% |
| CURATED WEALTH PARTNERS LLC | 07/13/2026 | 65.00 K | $74.64 K | 100.00% | 0.43% |
| BALYASNY ASSET MANAGEMENT L.P. | 08/14/2026 | 62.04 K | $4.81 M | 157.49% | 0.41% |
| ROYCE & ASSOCIATES LP | 08/14/2026 | 60.08 K | $4.66 M | 7.90% | 0.40% |
| MENDON CAPITAL ADVISORS CORP | 08/11/2026 | 56.00 K | $4.34 M | 0.00% | 0.37% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 54.72 K | $4.24 M | 7.25% | 0.36% |
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Coastal Financial Corp institutional Ownership - FAQ's
During the previous two years, 245 institutional investors and hedge funds held shares of Coastal Financial Corp. The most heavily invested institutionals were:
T. Rowe Price Investment Management, Inc.: 1.35 M
BlackRock, Inc.: 1.1 M
STATE STREET CORP: 582,971
VANGUARD CAPITAL MANAGEMENT LLC: 573,584
COOPER CREEK PARTNERS MANAGEMENT LLC: 467,511
Azora Capital LP: 457,333
85.92% of Coastal Financial Corp stock is owned by institutional investors.
Institutional investors have bought a total of 15.44 M shares in the last 24 months. This purchase volume represents approximately $1.18 B in transactions.