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. | 05/14/2025 | 1.34 M | $121.08 M | 1.28% | 8.95% |
| BLACKROCK, INC. | 05/02/2025 | 1.05 M | $94.69 M | -2.09% | 7.00% |
| VANGUARD GROUP INC | 05/09/2025 | 739.32 K | $66.84 M | 7.87% | 4.94% |
| WESTWOOD HOLDINGS GROUP INC | 05/09/2025 | 449.11 K | $40.60 M | 400.45% | 3.00% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/13/2025 | 446.21 K | $40.34 M | -2.34% | 2.98% |
| STATE STREET CORP | 05/15/2025 | 401.38 K | $36.29 M | 13.84% | 2.68% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 05/15/2025 | 383.63 K | $34.68 M | -0.47% | 2.56% |
| DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 347.82 K | $31.45 M | -4.26% | 2.32% |
| ENDEAVOUR CAPITAL ADVISORS INC | 05/13/2025 | 331.29 K | $29.95 M | -27.23% | 2.21% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 297.64 K | $26.92 M | 15.14% | 1.99% |
| FMR LLC | 05/12/2025 | 279.51 K | $25.27 M | 7,591.50% | 1.87% |
| GW&K INVESTMENT MANAGEMENT, LLC | 05/05/2025 | 277.95 K | $25.13 M | -8.41% | 1.86% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 05/15/2025 | 216.88 K | $19.61 M | 125.41% | 1.45% |
| AMERICAN CENTURY COMPANIES INC | 05/13/2025 | 206.43 K | $18.66 M | 31.29% | 1.38% |
| KENNEDY CAPITAL MANAGEMENT LLC | 05/13/2025 | 194.77 K | $17.61 M | -34.96% | 1.30% |
| ADVISORS CAPITAL MANAGEMENT, LLC | 05/27/2025 | 139.90 K | $12.65 M | -12.28% | 0.94% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2025 | 132.78 K | $12.00 M | -8.02% | 0.89% |
| NORTHERN TRUST CORP | 05/13/2025 | 116.16 K | $10.50 M | 8.41% | 0.78% |
| PEREGRINE CAPITAL MANAGEMENT LLC | 04/25/2025 | 112.59 K | $10.18 M | 100.00% | 0.75% |
| STATE OF WISCONSIN INVESTMENT BOARD | 05/15/2025 | 107.22 K | $9.69 M | 3.72% | 0.72% |
| ROYCE & ASSOCIATES LP | 05/06/2025 | 106.34 K | $9.61 M | 18.74% | 0.71% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2025 | 98.86 K | $8.94 M | 6.35% | 0.66% |
| BOOTHBAY FUND MANAGEMENT, LLC | 05/15/2025 | 91.72 K | $8.29 M | -24.90% | 0.61% |
| STIEVEN CAPITAL ADVISORS, L.P. | 05/01/2025 | 88.47 K | $8.00 M | -13.44% | 0.59% |
| UBS GROUP AG | 05/13/2025 | 88.13 K | $7.97 M | 80.00% | 0.59% |
| 05/12/2025 | 87.06 K | $7.87 M | 100.00% | 0.58% | |
| INVESCO LTD. | 05/12/2025 | 86.38 K | $7.81 M | 10.30% | 0.58% |
| JACOBS ASSET MANAGEMENT, LLC | 05/14/2025 | 82.50 K | $7.46 M | -25.07% | 0.55% |
| GOLDMAN SACHS GROUP INC | 06/27/2025 | 73.50 K | $6.65 M | 44.75% | 0.49% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2025 | 67.84 K | $6.13 M | 274.99% | 0.45% |
| STIFEL FINANCIAL CORP | 05/14/2025 | 66.13 K | $5.98 M | -6.77% | 0.44% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 05/01/2025 | 64.87 K | $5.87 M | 9.95% | 0.43% |
| COOPER CREEK PARTNERS MANAGEMENT LLC | 05/15/2025 | 64.71 K | $5.85 M | 100.00% | 0.43% |
| ORION PORTFOLIO SOLUTIONS, LLC | 05/15/2025 | 59.83 K | $5.41 M | -27.34% | 0.40% |
| GREAT LAKES ADVISORS, LLC | 05/16/2025 | 49.91 K | $4.51 M | 100.00% | 0.33% |
| ENVESTNET ASSET MANAGEMENT INC | 04/29/2025 | 48.49 K | $4.38 M | -23.46% | 0.32% |
| COX CAPITAL MGT LLC | 04/09/2025 | 47.98 K | $4.34 M | -1.31% | 0.32% |
| MORGAN STANLEY | 05/15/2025 | 47.71 K | $4.31 M | -23.50% | 0.32% |
| ELIZABETH PARK CAPITAL ADVISORS, LTD. | 05/14/2025 | 47.26 K | $4.27 M | 29.27% | 0.32% |
| FRANKLIN RESOURCES INC | 05/13/2025 | 43.09 K | $3.90 M | -6.10% | 0.29% |
| TUDOR INVESTMENT CORP ET AL | 05/15/2025 | 41.42 K | $3.75 M | 1.11% | 0.28% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 41.29 K | $3.73 M | 146.62% | 0.28% |
| BANK OF NEW YORK MELLON CORP | 04/29/2025 | 39.99 K | $3.62 M | 4.65% | 0.27% |
| EAM INVESTORS, LLC | 05/13/2025 | 36.47 K | $3.30 M | -28.43% | 0.24% |
| 05/15/2025 | 36.47 K | $3.30 M | 2.73% | 0.24% | |
| MACQUARIE GROUP LTD | 05/15/2025 | 32.22 K | $2.91 M | 100.00% | 0.22% |
| RMB CAPITAL MANAGEMENT, LLC | 05/15/2025 | 30.00 K | $2.71 M | 0.00% | 0.20% |
| RIVERWATER PARTNERS LLC | 04/21/2025 | 29.86 K | $2.70 M | -18.62% | 0.20% |
| JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC. | 04/30/2025 | 29.60 K | $2.68 M | -1.73% | 0.20% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/19/2025 | 26.47 K | $2.39 M | 4.12% | 0.18% |
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Coastal Financial Corporation institutional Ownership - FAQ's
During the previous two years, 197 institutional investors and hedge funds held shares of Coastal Financial Corporation. The most heavily invested institutionals were:
T. Rowe Price Investment Management, Inc.: 1.34 M
BlackRock, Inc.: 1.05 M
VANGUARD GROUP INC: 739,322
WESTWOOD HOLDINGS GROUP INC: 449,113
WELLINGTON MANAGEMENT GROUP LLP: 446,213
STATE STREET CORP: 401,377
68.06% of Coastal Financial Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 11.87 M shares in the last 24 months. This purchase volume represents approximately $1.22 B in transactions.