Who Owns CCB?
Coastal Financial Corporation — Institutional Ownership & 13F Holdings
$82.32
-1.57 (-1.87%)
Market Cap
$1.3B
Shares Outstanding
15,233,500
Institutional Holders
174
Total Inst. Value
$912.3M
% of Float Held
82.2%
QoQ Holder Change
+72
Institutional data as of Q1 2025
New Positions
34
Closed Positions
19
Increased
64
Decreased
58
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | T. Rowe Price Investment Management, Inc. | $121.1M | 1,339,269 |
| 2 | BlackRock, Inc. | $94.7M | 1,047,333 |
| 3 | VANGUARD GROUP INC | $66.8M | 739,322 |
| 4 | Azora Capital LP | $53.7M | 594,142 |
| 5 | WESTWOOD HOLDINGS GROUP INC | $40.6M | 449,113 |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | $40.3M | 446,213 |
| 7 | STATE STREET CORP | $36.3M | 401,377 |
| 8 | DIMENSIONAL FUND ADVISORS LP | $31.4M | 347,818 |
| 9 | ENDEAVOUR CAPITAL ADVISORS INC | $30.0M | 331,291 |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $26.9M | 297,635 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| T. Rowe Price Investment Management, Inc. | +17K | $121.1M |
| VANGUARD GROUP INC | +54K | $66.8M |
| Azora Capital LP | +196K | $53.7M |
| WESTWOOD HOLDINGS GROUP INC | +359K | $40.6M |
| STATE STREET CORP | +49K | $36.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| ENDEAVOUR CAPITAL ADVISORS INC | -124K | $30.0M |
| JPMORGAN CHASE & CO | -115K | $586K |
| KENNEDY CAPITAL MANAGEMENT LLC | -105K | $17.6M |
| ExodusPoint Capital Management, LP | -39K | $944K |
| BOOTHBAY FUND MANAGEMENT, LLC | -30K | $8.3M |
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Frequently Asked Questions
How many institutional investors hold CCB?
As of Q1 2025, 174 institutional investors report holding CCB (Coastal Financial Corporation) in their 13F filings.
What percentage of Coastal Financial Corporation is owned by institutions?
Institutional investors hold approximately 82.2% of Coastal Financial Corporation's float as reported in SEC 13F filings.
Which hedge fund owns the most CCB?
The largest institutional holder of CCB is T. Rowe Price Investment Management, Inc. with $121.1M in shares.
Are institutions buying or selling CCB?
This quarter, 34 institutions opened new positions in CCB and 19 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.