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. | 02/14/2025 | 1.32 M | $112.28 M | 47.18% | 9.83% |
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 1.07 M | $90.83 M | -4.27% | 7.95% |
| VANGUARD GROUP INC | 02/11/2025 | 685,385 | $58.20 M | 11.42% | 5.10% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/12/2025 | 456,887 | $38.79 M | 1,067.91% | 3.40% |
| ENDEAVOUR CAPITAL ADVISORS INC | 02/12/2025 | 455,229 | $38.65 M | -39.17% | 3.39% |
| AZORA CAPITAL LP | 02/14/2025 | 397,994 | $33.79 M | 100.00% | 2.96% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 02/14/2025 | 385,433 | $32.73 M | 9.67% | 2.87% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 363,309 | $30.85 M | -2.09% | 2.70% |
| STATE STREET CORP | 02/14/2025 | 352,593 | $29.94 M | 12.19% | 2.62% |
| GW&K INVESTMENT MANAGEMENT, LLC | 02/05/2025 | 303,468 | $25.77 M | -1.85% | 2.26% |
| KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2025 | 299,456 | $25.43 M | 38.56% | 2.23% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 258,507 | $21.95 M | -0.49% | 1.92% |
| ADVISORS CAPITAL MANAGEMENT, LLC | 02/13/2025 | 159,476 | $13.54 M | -0.71% | 1.19% |
| AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 157,238 | $13.35 M | 0.97% | 1.17% |
| ALLIANCEBERNSTEIN L.P. | 02/12/2025 | 144,364 | $12.26 M | -3.29% | 1.07% |
| BOOTHBAY FUND MANAGEMENT, LLC | 02/14/2025 | 122,130 | $10.37 M | 18.09% | 0.91% |
| JPMORGAN CHASE & CO | 02/12/2025 | 121,469 | $10.31 M | 3.75% | 0.90% |
| JACOBS ASSET MANAGEMENT, LLC | 02/14/2025 | 110,096 | $9.35 M | -41.28% | 0.82% |
| STATE OF WISCONSIN INVESTMENT BOARD | 02/14/2025 | 103,369 | $8.78 M | 41.11% | 0.77% |
| PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC | 02/14/2025 | 102,351 | $8.69 M | 171.72% | 0.76% |
| STIEVEN CAPITAL ADVISORS, L.P. | 01/30/2025 | 102,213 | $8.68 M | 37.92% | 0.76% |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 96,253 | $8.17 M | 88.17% | 0.72% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 02/14/2025 | 96,215 | $8.17 M | 100.00% | 0.72% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 92,959 | $7.89 M | 1.03% | 0.69% |
| WESTWOOD HOLDINGS GROUP INC | 02/14/2025 | 89,742 | $7.62 M | 100.00% | 0.67% |
| ROYCE & ASSOCIATES LP | 02/10/2025 | 89,554 | $7.60 M | 795.54% | 0.67% |
| ORION PORTFOLIO SOLUTIONS, LLC | 02/12/2025 | 82,347 | $6.99 M | -2.56% | 0.61% |
| INVESCO LTD. | 02/13/2025 | 78,311 | $6.65 M | -10.02% | 0.58% |
| STIFEL FINANCIAL CORP | 02/13/2025 | 70,925 | $6.02 M | 0.00% | 0.53% |
| ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 63,355 | $5.38 M | 2.67% | 0.47% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 02/14/2025 | 59,004 | $5.01 M | 489.45% | 0.44% |
| ROUBAIX CAPITAL, LLC | 02/13/2025 | 58,432 | $4.96 M | 100.00% | 0.43% |
| FJ CAPITAL MANAGEMENT LLC | 02/14/2025 | 55,877 | $4.74 M | 100.00% | 0.42% |
| EAM INVESTORS, LLC | 02/13/2025 | 50,956 | $4.33 M | 100.00% | 0.38% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 50,778 | $4.31 M | -0.89% | 0.38% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 02/12/2025 | 49,646 | $4.22 M | 480.45% | 0.37% |
| UBS GROUP AG | 02/14/2025 | 48,961 | $4.16 M | 486.15% | 0.36% |
| COX CAPITAL MGT LLC | 01/14/2025 | 48,614 | $4.13 M | 44.22% | 0.36% |
| FRANKLIN RESOURCES INC | 02/12/2025 | 45,886 | $3.90 M | 0.88% | 0.34% |
| TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 43,681 | $3.71 M | 49.66% | 0.32% |
| TUDOR INVESTMENT CORP ET AL | 02/14/2025 | 40,971 | $3.48 M | -5.77% | 0.30% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 02/14/2025 | 39,000 | $3.31 M | -31.22% | 0.29% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 38,211 | $3.24 M | -1.49% | 0.28% |
| RIVERWATER PARTNERS LLC | 02/13/2025 | 36,689 | $3.12 M | -5.12% | 0.27% |
| ELIZABETH PARK CAPITAL ADVISORS, LTD. | 02/13/2025 | 36,555 | $3.10 M | 100.00% | 0.27% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 30,828 | $2.62 M | 4.95% | 0.23% |
| JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC. | 01/24/2025 | 30,116 | $2.56 M | 0.00% | 0.22% |
| MENDON CAPITAL ADVISORS CORP | 02/14/2025 | 30,000 | $2.55 M | 0.00% | 0.22% |
| RMB CAPITAL MANAGEMENT, LLC | 02/13/2025 | 30,000 | $2.55 M | 0.00% | 0.22% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 02/04/2025 | 28,837 | $2.45 M | -49.72% | 0.21% |
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Coastal Financial Corporation institutional Ownership - FAQ's
During the previous two years, 190 institutional investors and hedge funds held shares of Coastal Financial Corporation. The most heavily invested institutionals were:
T. Rowe Price Investment Management, Inc.: 1.32 M
BlackRock Funding, Inc. /DE: 1.07 M
VANGUARD GROUP INC: 685,385
WELLINGTON MANAGEMENT GROUP LLP: 456,887
ENDEAVOUR CAPITAL ADVISORS INC: 455,229
Azora Capital LP: 397,994
74.80% of Coastal Financial Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 11.78 M shares in the last 24 months. This purchase volume represents approximately $998.17 M in transactions.