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. | 02/19/2026 | 1.27 M | $145.51 M | -8.05% | 8.40% |
| BLACKROCK, INC. | 02/12/2026 | 984.83 K | $112.85 M | 1.75% | 6.52% |
| VANGUARD GROUP INC | 01/29/2026 | 784.23 K | $89.86 M | 2.38% | 5.19% |
| AZORA CAPITAL LP | 02/17/2026 | 618.24 K | $70.84 M | 4.61% | 4.09% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 540.47 K | $61.93 M | 5.86% | 3.58% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 466.87 K | $53.50 M | -3.98% | 3.09% |
| STATE STREET CORP | 02/13/2026 | 442.83 K | $50.74 M | -1.14% | 2.93% |
| FMR LLC | 02/17/2026 | 370.03 K | $42.40 M | 12.93% | 2.45% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 02/17/2026 | 344.36 K | $39.46 M | -3.40% | 2.28% |
| WESTWOOD HOLDINGS GROUP INC | 02/17/2026 | 337.04 K | $38.62 M | -4.96% | 2.23% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 334.15 K | $38.29 M | -4.08% | 2.21% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 02/13/2026 | 333.21 K | $38.18 M | -3.89% | 2.21% |
| LOOMIS SAYLES & CO L P | 02/12/2026 | 330.23 K | $37.84 M | 43.85% | 2.19% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 325.90 K | $37.35 M | 2.96% | 2.16% |
| COOPER CREEK PARTNERS MANAGEMENT LLC | 02/17/2026 | 219.60 K | $25.16 M | 35.47% | 1.45% |
| GW&K INVESTMENT MANAGEMENT, LLC | 02/11/2026 | 197.83 K | $22.67 M | 6.70% | 1.31% |
| NEXT CENTURY GROWTH INVESTORS LLC | 02/13/2026 | 178.22 K | $20.42 M | 129.99% | 1.18% |
| KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2026 | 168.83 K | $19.35 M | 18.97% | 1.12% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 162.19 K | $18.58 M | -3.90% | 1.07% |
| ENDEAVOUR CAPITAL ADVISORS INC | 02/09/2026 | 161.92 K | $18.55 M | -5.54% | 1.07% |
| EMERALD ADVISERS, LLC | 02/09/2026 | 152.76 K | $17.50 M | 158.53% | 1.01% |
| RANGER INVESTMENT MANAGEMENT, L.P. | 02/13/2026 | 152.04 K | $17.42 M | -2.65% | 1.01% |
| PEREGRINE CAPITAL MANAGEMENT LLC | 01/28/2026 | 145.71 K | $16.70 M | -1.25% | 0.96% |
| JCSD CAPITAL, LLC | 02/05/2026 | 129.04 K | $14.79 M | -0.77% | 0.85% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 125.54 K | $14.39 M | 0.00% | 0.83% |
| ADVISORS CAPITAL MANAGEMENT, LLC | 01/29/2026 | 124.70 K | $14.29 M | -0.11% | 0.83% |
| ROYCE & ASSOCIATES LP | 02/09/2026 | 123.85 K | $14.19 M | 5.04% | 0.82% |
| UBS GROUP AG | 01/29/2026 | 121.76 K | $13.95 M | -26.73% | 0.81% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 119.24 K | $13.66 M | -2.63% | 0.79% |
| STATE OF WISCONSIN INVESTMENT BOARD | 02/17/2026 | 110.80 K | $12.70 M | 7.30% | 0.73% |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | 02/17/2026 | 110.00 K | $12.60 M | 100.00% | 0.73% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 02/09/2026 | 107.74 K | $12.35 M | 37.80% | 0.71% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 107.26 K | $12.29 M | -0.97% | 0.71% |
| NORTHERN TRUST CORP | 02/17/2026 | 106.65 K | $12.22 M | -5.50% | 0.71% |
| BOOTHBAY FUND MANAGEMENT, LLC | 02/17/2026 | 106.34 K | $12.19 M | 69.80% | 0.70% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 105.73 K | $12.12 M | 0.28% | 0.70% |
| MORGAN STANLEY | 02/13/2026 | 101.30 K | $11.61 M | 219.88% | 0.67% |
| JACOBS ASSET MANAGEMENT, LLC | 02/13/2026 | 88.45 K | $10.14 M | 17.93% | 0.59% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 02/17/2026 | 85.72 K | $9.82 M | 0.00% | 0.57% |
| NUVEEN, LLC | 02/12/2026 | 77.17 K | $8.84 M | -1.12% | 0.51% |
| INVESCO LTD. | 02/19/2026 | 75.97 K | $8.71 M | -1.30% | 0.50% |
| SEGALL BRYANT & HAMILL, LLC | 02/13/2026 | 73.19 K | $8.39 M | 100.00% | 0.48% |
| STIEVEN CAPITAL ADVISORS, L.P. | 02/06/2026 | 65.77 K | $7.54 M | -0.30% | 0.44% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 59.65 K | $6.84 M | 0.19% | 0.39% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 57.81 K | $6.62 M | -37.37% | 0.38% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 50.61 K | $5.80 M | -22.94% | 0.34% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 48.57 K | $5.57 M | 4.50% | 0.32% |
| COX CAPITAL MGT LLC | 01/14/2026 | 47.78 K | $5.27 M | 1.39% | 0.32% |
| BRINKER CAPITAL INVESTMENTS, LLC | 02/12/2026 | 46.21 K | $5.30 M | -3.09% | 0.31% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 43.76 K | $5.01 M | -26.12% | 0.29% |
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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:
EMERALD ADVISERS, LLC: 221,182
UBS Group AG: 159,712
EMERALD MUTUAL FUND ADVISERS TRUST: 156,664
JCSD Capital, LLC: 140,140
PEREGRINE CAPITAL MANAGEMENT LLC: 139,607
Advisors Capital Management, LLC: 130,004
84.46% of Coastal Financial Corp stock is owned by institutional investors.
Institutional investors have bought a total of 14.87 M shares in the last 24 months. This purchase volume represents approximately $1.14 B in transactions.