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Who owns CCBWhat CCB owns — n/a

Who owns COASTAL FINANCIAL CORP?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of CCB from SEC Form 13F filings across 193 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 193 institutions disclosed 12.8M shares of COASTAL FINANCIAL CORP worth $992.4M — about 84% of shares outstanding; the largest disclosed holder is T. Rowe Price Investment Management, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.

193

13F holders

$992.4M

value, 2026 filers

84%

of shares outstanding (12.8M sh)

32

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CCB's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1T. Rowe Price Investment Management, Inc.1.4M$104.9M0.1%8.9%+6.2%
2BlackRock, Inc.1.1M$85.4M0.0%7.2%+13.2%
3STATE STREET CORP582,971$45.2M0.0%3.8%+5.0%
4VANGUARD CAPITAL MANAGEMENT LLC573,584$44.5M0.0%3.8%+2.0%
5COOPER CREEK PARTNERS MANAGEMENT LLC467,511$36.2M0.9%3.1%+3.9%
6Azora Capital LP457,333$35.4M1.5%3%-30.6%
7ENDEAVOUR CAPITAL ADVISORS INC429,702$33.3M6.8%2.8%+57.1%
8AMERICAN CENTURY COMPANIES INC420,240$32.6M0.0%2.8%+0.4%
9FMR LLC378,992$29.4M0.0%2.5%+2.2%
10DIMENSIONAL FUND ADVISORS LP372,280$28.9M0.0%2.4%+3.5%
11WELLINGTON MANAGEMENT GROUP LLP360,919$28.0M0.0%2.4%-19.3%
12GEODE CAPITAL MANAGEMENT, LLC341,127$26.4M0.0%2.2%+6.8%
13MANUFACTURERS LIFE INSURANCE COMPANY, THE335,662$26.0M0.0%2.2%-0.6%
14LOOMIS SAYLES & CO L P284,468$22.0M0.0%1.9%-6.7%
15CITADEL ADVISORS LLC235,224$18.2M0.0%1.5%+328.6%
16EMERALD ADVISERS, LLC216,333$16.8M0.4%1.4%-2.2%
17GW&K Investment Management, LLC174,198$13.5M0.1%1.1%-4.3%
18KENNEDY CAPITAL MANAGEMENT LLC168,282$13.0M0.2%1.1%+6.0%
19EMERALD MUTUAL FUND ADVISERS TRUST156,664$12.1M0.4%1%0.0%
20Stieven Capital Advisors, L.P.155,771$12.1M2.3%1%+40.9%
21UBS Group AG151,313$11.7M0.0%1%-5.3%
22JCSD Capital, LLC145,140$11.2M16.4%1%+3.6%
23ALLIANCEBERNSTEIN L.P.141,331$10.8M0.0%0.9%+22.9%
24Ranger Investment Management, L.P.138,897$10.8M0.7%0.9%-8.1%
25Advisors Capital Management, LLC133,584$10.4M0.1%0.9%+2.8%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.