Coastal Financial Corporation (CCB) Ownership
CCB ownership summary
as of October 18, 2026- Institutions
- 85.0% of shares outstanding
- Insiders
- 15.30% of shares outstanding
- Shares outstanding
- 15.3M
- Float
- 13.2M shares available to trade
- Short interest
- 10.25% 1.4M shares short
- Days to cover
- 6.18 short interest up 16.4% vs prior month
- Institutions 85.04%
- Insiders 15.30%
CCB top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | T. Rowe Price Investment Management,Inc. | 8.85% | 1.4M | $56.9M | +78,559 (+6.2%) | June 30, 2026 |
| 2 | BlackRock Inc | 7.21% | 1.1M | $46.3M | +128,313 (+13.2%) | June 30, 2026 |
| 3 | State Street Corp | 3.81% | 583K | $24.5M | +28,013 (+5.0%) | June 30, 2026 |
| 4 | Vanguard Capital Management, LLC | 3.75% | 574K | $24.1M | +11,362 (+2.0%) | June 30, 2026 |
| 5 | Cooper Creek Partners Management LLC | 3.06% | 468K | $19.6M | +17,377 (+3.9%) | June 30, 2026 |
| 6 | Azora Capital LP | 2.99% | 457K | $19.2M | −201,284 (−30.6%) | June 30, 2026 |
| 7 | Endeavour Capital Advisors Inc | 2.81% | 430K | $18.1M | +156,100 (+57.1%) | June 30, 2026 |
| 8 | American Century Companies Inc | 2.75% | 420K | $17.7M | +1,566 (+0.4%) | June 30, 2026 |
| 9 | FMR Inc | 2.48% | 379K | $15.9M | +8,236 (+2.2%) | June 30, 2026 |
| 10 | Dimensional Fund Advisors, Inc. | 2.44% | 372K | $15.6M | +12,709 (+3.5%) | June 30, 2026 |
| 11 | Wellington Management Company LLP | 2.36% | 361K | $15.2M | −86,513 (−19.3%) | June 30, 2026 |
| 12 | Geode Capital Management, LLC | 2.23% | 341K | $14.3M | +21,602 (+6.8%) | June 30, 2026 |
| 13 | Manufacturers Life Insurance Co | 2.20% | 336K | $14.1M | −2,157 (−0.6%) | June 30, 2026 |
| 14 | Loomis, Sayles & Company LP | 1.86% | 284K | $12.0M | −20,320 (−6.7%) | June 30, 2026 |
| 15 | Citadel Advisors Llc | 1.54% | 235K | $9.9M | +180,340 (+328.6%) | June 30, 2026 |
| 16 | Emerald Advisers, LLC | 1.42% | 216K | $9.1M | −4,849 (−2.2%) | June 30, 2026 |
| 17 | GW&K Investment Management, LLC | 1.14% | 174K | $7.3M | −7,790 (−4.3%) | June 30, 2026 |
| 18 | Kennedy Capital Management Inc | 1.10% | 168K | $7.1M | +9,519 (+6.0%) | June 30, 2026 |
| 19 | Emerald Mutual Fund Advisers Trust | 1.02% | 157K | $6.6M | — | June 30, 2026 |
| 20 | Stieven Capital Advisors, L.p. | 1.02% | 156K | $6.5M | +45,200 (+40.9%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 13 holders added 699K shares and 6 cut 323K.
CCB top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | T. Rowe Price Small-Cap Value | 4.63% | 707K | $29.7M | — | September 30, 2026 |
| 2 | Vanguard MStar Total Stk Mkt Idx Invest | 2.68% | 410K | $17.2M | — | August 31, 2026 |
| 3 | iShares Russell 2000 ETF | 2.32% | 355K | $14.9M | +9,781 (+2.8%) | September 30, 2026 |
| 4 | State Street® SPDR® S&PRgnllBkgETF | 1.63% | 249K | $10.5M | +7,424 (+3.1%) | September 30, 2026 |
| 5 | Jupiter Merian Glb Eq Abs Rt I USD Acc | 1.08% | 165K | $6.9M | +165,282 (0.0%) | June 30, 2026 |
| 6 | JHancock Regional Bank A | 1.02% | 156K | $6.5M | — | August 31, 2026 |
| 7 | Fidelity Small Cap Index | 0.94% | 144K | $6.1M | +1,291 (+0.9%) | July 31, 2026 |
| 8 | iShares Russell 2000 Growth ETF | 0.81% | 123K | $5.2M | −156 (−0.1%) | September 30, 2026 |
| 9 | JH Financial Opportunities | 0.75% | 114K | $4.8M | — | August 31, 2026 |
| 10 | Advisors Capital Small/Mid Cap | 0.52% | 79K | $3.3M | +9,300 (+13.3%) | June 30, 2026 |
| 11 | Vanguard Russell 2000 ETF | 0.50% | 77K | $3.2M | +1,005 (+1.3%) | September 30, 2026 |
| 12 | Schwab US Small-Cap ETF™ | 0.45% | 69K | $2.9M | +45 (+0.1%) | September 30, 2026 |
| 13 | Fidelity Extended Market Index | 0.44% | 67K | $2.8M | +2,469 (+3.8%) | August 31, 2026 |
| 14 | DFA US Small Cap I | 0.38% | 58K | $2.4M | −6,967 (−10.7%) | August 31, 2026 |
| 15 | UBS (Lux) EF Glbl Sstnbl Imp (USD) Q-acc | 0.36% | 56K | $2.3M | — | June 30, 2026 |
| 16 | 1919 Financial Services A | 0.35% | 54K | $2.3M | — | September 30, 2026 |
| 17 | Adara Smaller Companies | 0.35% | 53K | $2.2M | +52,980 (0.0%) | August 31, 2026 |
| 18 | DFA US Micro Cap I | 0.35% | 53K | $2.2M | −277 (−0.5%) | August 31, 2026 |
| 19 | Fidelity Enhanced Small Cap Core ETF | 0.32% | 48K | $2.0M | +99 (+0.2%) | September 30, 2026 |
| 20 | Northwestern Mutual Ser Small Cap Value | 0.29% | 45K | $1.9M | −619 (−1.4%) | June 30, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
CCB insider transactions
latest 20| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-01-26 | Joel G Edwards | Sell | $111.34 | 1,300 | $144,742 |
| 2026-01-22 | Eric M Sprink | Sell | $116.01 | 4,000 | $464,040 |
| 2026-01-21 | Eric M Sprink | Sell | $114.27 | 8,402 | $960,097 |
| 2026-01-16 | Eric M Sprink | Sell | $114.15 | 3,000 | $342,450 |
| 2026-01-15 | Eric M Sprink | Sell | $114.51 | 4,356 | $498,806 |
| 2026-01-09 | Eric M Sprink | Sell | $118.88 | 4,000 | $475,520 |
| 2026-01-07 | Eric M Sprink | Sell | $117.60 | 3,000 | $352,800 |
| 2026-01-06 | Eric M Sprink | Sell | $116.35 | 8,000 | $930,800 |
| 2026-01-05 | Eric M Sprink | Sell | $114.95 | 8,778 | $1.0M |
| 2026-01-02 | Eric M Sprink | Sell | $113.73 | 8,349 | $949,532 |
| 2025-12-10 | Steven D Hovde | Sell | $117.25 | 3,000 | $351,750 |
| 2025-12-09 | Steven D Hovde | Sell | $115.50 | 1,500 | $173,250 |
| 2025-12-08 | Steven D Hovde | Sell | $114.00 | 3,000 | $342,000 |
| 2025-12-05 | Steven D Hovde | Sell | $112.19 | 2,611 | $292,928 |
| 2025-09-18 | Eric M Sprink | Sell | $114.65 | 10,683 | $1.2M |
| 2025-09-18 | Joel G Edwards | Sell | $114.67 | 9,425 | $1.1M |
| 2025-09-17 | Eric M Sprink | Sell | $110.21 | 5,000 | $551,050 |
| 2025-09-17 | Joel G Edwards | Sell | $110.05 | 5,000 | $550,250 |
| 2025-09-16 | Eric M Sprink | Sell | $107.90 | 4,000 | $431,600 |
| 2025-09-16 | Joel G Edwards | Sell | $107.90 | 4,000 | $431,600 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
CCB shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns CCB
Institutional investors own 85.0% of Coastal Financial's shares and insiders 15.30%. The largest holder is T. Rowe Price Investment Management,Inc. with 8.85% of the shares (1.4M), as of June 30, 2026. Among the top 20 institutions, 13 added shares and 6 reduced their stake in the latest filings. Short interest is 10.25% of the float, or 6.18 days of average trading volume. The share count rose 71.7% since 2016.
Related: CCB analyst forecast, CCB key metrics. See the CCB stock overview for the latest quote and news.
CCB ownership FAQ
Who owns the most Coastal Financial stock?
The largest shareholders of Coastal Financial are T. Rowe Price Investment Management,Inc. (8.85%), BlackRock Inc (7.21%), State Street Corp (3.81%), Vanguard Capital Management, LLC (3.75%), Cooper Creek Partners Management LLC (3.06%).
What percentage of Coastal Financial is owned by institutions?
Institutions hold 85.0% of Coastal Financial's shares outstanding; insiders hold 15.30%.
Which funds own Coastal Financial?
The largest fund holders of Coastal Financial are T. Rowe Price Small-Cap Value (4.63%), Vanguard MStar Total Stk Mkt Idx Invest (2.68%), iShares Russell 2000 ETF (2.32%), State Street® SPDR® S&PRgnllBkgETF (1.63%), Jupiter Merian Glb Eq Abs Rt I USD Acc (1.08%).
What is Coastal Financial's short interest?
1.4M shares of Coastal Financial were sold short, 10.25% of the float; at the average daily volume it would take 6.18 days to cover.
Are insiders buying or selling Coastal Financial?
Of the latest 20 reported insider transactions in Coastal Financial (since September 16, 2025), 0 were purchases and 20 were sales.
How many shares of Coastal Financial are outstanding?
Coastal Financial has 15.3M shares outstanding, of which 13.2M are in the public float.