Coastal Financial Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 11/14/2025 | 1.38 M | $149.38 M | 6.69% | 9.19% |
| BLACKROCK, INC. | 11/12/2025 | 967.87 K | $104.69 M | -3.29% | 6.44% |
| VANGUARD GROUP INC | 11/07/2025 | 766.04 K | $82.86 M | 0.50% | 5.10% |
| AZORA CAPITAL LP | 11/14/2025 | 591.02 K | $63.93 M | -21.31% | 3.93% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 510.55 K | $55.23 M | 5.94% | 3.40% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 486.20 K | $52.59 M | 8.96% | 3.23% |
| STATE STREET CORP | 11/14/2025 | 447.94 K | $48.45 M | 9.59% | 2.98% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 11/14/2025 | 356.49 K | $38.56 M | 65.26% | 2.37% |
| WESTWOOD HOLDINGS GROUP INC | 11/14/2025 | 354.64 K | $38.36 M | -16.55% | 2.36% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 348.35 K | $37.69 M | -3.01% | 2.32% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/14/2025 | 346.70 K | $37.50 M | -4.24% | 2.31% |
| FMR LLC | 11/13/2025 | 327.66 K | $35.44 M | 144.74% | 2.18% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 316.54 K | $34.25 M | 4.00% | 2.11% |
| LOOMIS SAYLES & CO L P | 11/13/2025 | 229.57 K | $24.83 M | 100.00% | 1.53% |
| GW&K INVESTMENT MANAGEMENT, LLC | 11/12/2025 | 185.40 K | $20.06 M | -32.85% | 1.23% |
| ENDEAVOUR CAPITAL ADVISORS INC | 11/07/2025 | 171.42 K | $18.54 M | -44.97% | 1.14% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11/14/2025 | 168.76 K | $18.26 M | 364.13% | 1.12% |
| UBS GROUP AG | 11/13/2025 | 166.19 K | $17.98 M | 158.65% | 1.11% |
| COOPER CREEK PARTNERS MANAGEMENT LLC | 11/14/2025 | 162.10 K | $17.53 M | 108.73% | 1.08% |
| RANGER INVESTMENT MANAGEMENT, L.P. | 11/05/2025 | 156.19 K | $16.89 M | 100.00% | 1.04% |
| PEREGRINE CAPITAL MANAGEMENT LLC | 10/23/2025 | 147.55 K | $15.96 M | 4.88% | 0.98% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/13/2025 | 141.91 K | $15.35 M | -18.00% | 0.94% |
| JCSD CAPITAL, LLC | 10/17/2025 | 130.04 K | $14.07 M | 0.00% | 0.87% |
| D.A. DAVIDSON & CO. | 10/22/2025 | 125.54 K | $13.58 M | 100.00% | 0.84% |
| ADVISORS CAPITAL MANAGEMENT, LLC | 11/07/2025 | 124.84 K | $13.50 M | -11.87% | 0.83% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 122.46 K | $13.25 M | -4.78% | 0.81% |
| ROYCE & ASSOCIATES LP | 11/12/2025 | 117.91 K | $12.75 M | -20.67% | 0.78% |
| NORTHERN TRUST CORP | 11/14/2025 | 112.86 K | $12.21 M | 0.82% | 0.75% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 108.30 K | $11.72 M | 6.24% | 0.72% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2025 | 105.44 K | $11.41 M | 920.03% | 0.70% |
| STATE OF WISCONSIN INVESTMENT BOARD | 11/14/2025 | 103.26 K | $11.17 M | -0.04% | 0.69% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 92.30 K | $9.98 M | 9.56% | 0.61% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 11/14/2025 | 85.72 K | $9.27 M | 45.82% | 0.57% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 10/30/2025 | 78.18 K | $8.46 M | -1.03% | 0.52% |
| NUVEEN, LLC | 11/12/2025 | 78.05 K | $8.44 M | 0.00% | 0.52% |
| NEXT CENTURY GROWTH INVESTORS LLC | 11/14/2025 | 77.49 K | $8.38 M | 100.00% | 0.52% |
| INVESCO LTD. | 11/13/2025 | 76.98 K | $8.33 M | 18.51% | 0.51% |
| JACOBS ASSET MANAGEMENT, LLC | 11/13/2025 | 75.00 K | $8.11 M | -25.00% | 0.50% |
| STIEVEN CAPITAL ADVISORS, L.P. | 11/13/2025 | 65.97 K | $7.14 M | -25.52% | 0.44% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 65.68 K | $7.10 M | 42.29% | 0.44% |
| BOOTHBAY FUND MANAGEMENT, LLC | 11/14/2025 | 62.63 K | $6.77 M | -43.54% | 0.42% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 59.54 K | $6.44 M | -10.80% | 0.40% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 59.23 K | $6.41 M | -13.85% | 0.39% |
| EMERALD ADVISERS, LLC | 10/30/2025 | 59.09 K | $6.39 M | 696.20% | 0.39% |
| BRINKER CAPITAL INVESTMENTS, LLC | 11/12/2025 | 47.68 K | $5.16 M | -24.52% | 0.32% |
| COX CAPITAL MGT LLC | 10/08/2025 | 47.12 K | $5.10 M | -0.12% | 0.31% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 46.78 K | $5.06 M | 11.07% | 0.31% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 46.48 K | $5.03 M | 5,519.95% | 0.31% |
| JANUS HENDERSON GROUP PLC | 11/14/2025 | 42.37 K | $4.58 M | 756.55% | 0.28% |
| MACQUARIE GROUP LTD | 11/13/2025 | 41.02 K | $4.44 M | 7.71% | 0.27% |
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Coastal Financial Corporation institutional Ownership - FAQ's
During the previous two years, 225 institutional investors and hedge funds held shares of Coastal Financial Corporation. The most heavily invested institutionals were:
T. Rowe Price Investment Management, Inc.: 1.38 M
BlackRock, Inc.: 967,873
VANGUARD GROUP INC: 766,037
Azora Capital LP: 591,020
AMERICAN CENTURY COMPANIES INC: 510,549
WELLINGTON MANAGEMENT GROUP LLP: 486,197
80.82% of Coastal Financial Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 13.78 M shares in the last 24 months. This purchase volume represents approximately $1.51 B in transactions.