Coastal Financial Corporation
Coastal Financial Corporation (CCB) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · CCB · as of Sep 30, 2025
Ownership Breakdown
190
Institutional Holders
▲ 12 vs Q2
$1.31B
Total Inst. Value
▲ $230.18M vs Q2
15.25M
Shares Outstanding
freeFloat 86.52%
12.15M
13F Shares Held
▲ 959,229 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
CCB largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. state commercial banks | 1.38M | 9.19% | 9.19% | $149.38B | Nov 14, 2025 | ▲ 86.6K |
BLACKROCK, INC. state commercial banks | 967.9K | 6.44% | 6.44% | $104.69B | Nov 12, 2025 | ▼ 32.9K |
VANGUARD GROUP INC state commercial banks | 766.0K | 5.10% | 5.10% | $82.86B | Nov 7, 2025 | ▲ 3.8K |
AZORA CAPITAL LP state commercial banks | 591.0K | 3.93% | 3.93% | $63.93B | Nov 14, 2025 | ▼ 160.1K |
AMERICAN CENTURY COMPANIES INC state commercial banks | 510.5K | 3.40% | 3.40% | $55.23B | Nov 12, 2025 | ▲ 28.6K |
WELLINGTON MANAGEMENT GROUP LLP state commercial banks | 486.2K | 3.23% | 3.23% | $52.59B | Nov 14, 2025 | ▲ 40.0K |
STATE STREET CORP state commercial banks | 447.9K | 2.98% | 2.98% | $48.45B | Nov 14, 2025 | ▲ 39.2K |
DRIEHAUS CAPITAL MANAGEMENT LLC state commercial banks | 356.5K | 2.37% | 2.37% | $38.56B | Nov 14, 2025 | ▲ 140.8K |
WESTWOOD HOLDINGS GROUP INC state commercial banks | 354.6K | 2.36% | 2.36% | $38.36B | Nov 14, 2025 | ▼ 70.3K |
DIMENSIONAL FUND ADVISORS LP state commercial banks | 348.4K | 2.32% | 2.32% | $37.69B | Nov 12, 2025 | ▼ 10.8K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
24
Increased
+1.18M shares4
New Positions
first time holders20
Decreased
−734.1K shares0
Sold Out
fully exitedNet shares change (top 50)
+447.7K
+1.18M / −734.1K
Net new holders
+8
4 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
CCB insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
10
Buy transactions
7
Sell transactions
1.43
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Hamilton Brian T President of CCBX | Jun 2, 2026 | Sale | 7,000 | $71.42 | $500.0K | 67.6K | Form 4 ↗ |
Hamilton Brian T President of CCBX | Jun 2, 2026 | Tax Withhold | 230 | $71.42 | $16.4K | 67.3K | Form 4 ↗ |
Adams Christopher D director | May 26, 2026 | Award | 1,754 | — | — | 30.1K | Form 4 ↗ |
Akella-Mishra Sadhana director | May 26, 2026 | Award | 1,369 | — | — | 8.1K | Form 4 ↗ |
Chapman Jeffrey M director | May 26, 2026 | Award | 1,532 | — | — | 1.5K | Form 4 ↗ |
Delorier Rilla S director | May 26, 2026 | Award | 1,193 | — | — | 6.6K | Form 4 ↗ |
HOVDE STEVEN D
| May 26, 2026 | Award | 1,333 | — | — | 1.72M | Form 4 ↗ |
Klee Stephan director | May 26, 2026 | Award | 1,369 | — | — | 2.5K | Form 4 ↗ |
Lane Thomas D director | May 26, 2026 | Award | 1,474 | — | — | 85.3K | Form 4 ↗ |
Patterson Michael Robert director | May 26, 2026 | Award | 1,404 | — | — | 8.3K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Coastal Financial Corporation (CCB) is primarily owned by institutional investors, who hold approximately 79.7% of total shares outstanding. Company insiders own approximately 13.48%, while retail and public investors account for the remaining 6.82%.
The largest institutional shareholder of Coastal Financial Corporation is T. ROWE PRICE INVESTMENT MANAGEMENT, INC., holding approximately 1.38 million shares — equal to 9.19% of outstanding shares — as of September 30, 2025.
A total of 190 institutional investors currently hold CCB stock, with a combined institutional value of approximately $1.31 billion as of the most recent 13F filing period.
Frequently asked questions
CCB ownershipCoastal Financial Corporation (CCB) is primarily owned by institutional investors, who hold approximately 79.7% of shares. The largest shareholder is T. ROWE PRICE INVESTMENT MANAGEMENT, INC. with a 9.19% stake. Company insiders hold 13.48%. Data sourced from SEC Form 13F as of September 30, 2025.