COASTAL FINANCIAL CORP/WA (CCB) Institutional Shareholders
COASTAL FINANCIAL CORP/WA (CCB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.00B in CCB holdings during the latest filing period.
T. Rowe Price Investment Management, Inc. is currently the largest disclosed institutional shareholder of CCB tracked by InsiderSet, reporting ownership valued at approximately $104.92M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $62.22M, representing an estimated loss of -40.69% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 47% of the total disclosed CCB value among the investors covered in this analysis. Major shareholders include T. Rowe Price Investment Management, Inc., Blackrock, Inc., State Street Corp, and several other long-term asset managers with concentrated positions in COASTAL FINANCIAL CORP/WA (CCB).
This page ranks the largest institutional CCB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
187
Total Reported Value
$1.00B
Largest Holder
T. Rowe Price Investment Management, Inc.
Largest Position
$104.92M
Insider Transactions (90d)
8
Latest Filing Quarter
Q2 2026
New Institutional Positions
46
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 0.07% | 1,353,593 | $104,917,000 | $62,224,670 | -$42,692,330 | -40.69% | |
| Blackrock, Inc. | 0.00% | 1,102,172 | $85,429,371 | $50,666,847 | -$34,762,524 | -40.69% | |
| State Street Corp | 0.00% | 582,971 | $45,186,082 | $26,799,177 | -$18,386,905 | -40.69% | |
| Vanguard Capital Management Llc | 0.00% | 573,584 | $44,458,496 | $26,367,656 | -$18,090,840 | -40.69% | |
| Cooper Creek Partners Management Llc | 1.51% | 467,511 | $36,237,000 | $21,491,481 | -$14,745,519 | -40.69% | |
| Azora Capital Lp | 1.49% | 457,333 | $35,447,881 | $21,023,598 | -$14,424,283 | -40.69% | |
| Endeavour Capital Advisors Inc | 6.84% | 429,702 | $33,306,202 | $19,753,401 | -$13,552,801 | -40.69% | |
| American Century Companies Inc | 0.01% | 420,240 | $32,573,015 | $19,318,433 | -$13,254,582 | -40.69% | |
| Fmr Llc | 0.00% | 378,992 | $29,375,650 | $17,422,262 | -$11,953,388 | -40.69% | |
| Dimensional Fund Advisors Lp | 0.01% | 372,280 | $28,854,710 | $17,113,712 | -$11,740,998 | -40.69% | |
| Wellington Management Group Llp | 0.00% | 360,919 | $27,974,832 | $16,591,446 | -$11,383,386 | -40.69% | |
| Geode Capital Management, Llc | 0.00% | 341,127 | $26,446,265 | $15,681,608 | -$10,764,657 | -40.70% | |
| Manufacturers Life Insurance Company, The | 0.02% | 335,662 | $26,017,162 | $15,430,382 | -$10,586,780 | -40.69% | |
| Loomis Sayles & Co L P | 0.03% | 284,468 | $22,049,115 | $13,076,994 | -$8,972,121 | -40.69% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 268,689 | $20,447,234 | $12,351,633 | -$8,095,601 | -39.59% | |
| Citadel Advisors Llc | 0.01% | 235,224 | $18,232,212 | $10,813,247 | -$7,418,965 | -40.69% | |
| Emerald Advisers, Llc | 0.39% | 216,333 | $16,767,971 | $9,944,828 | -$6,823,143 | -40.69% | |
| Gw&K Investment Management, Llc | 0.11% | 174,198 | $13,502,000 | $8,007,882 | -$5,494,118 | -40.69% | |
| Kennedy Capital Management Llc | 0.23% | 168,282 | $13,043,538 | $7,735,924 | -$5,307,614 | -40.69% | |
| Emerald Mutual Fund Advisers Trust | 0.43% | 156,664 | $12,143,027 | $7,201,844 | -$4,941,183 | -40.69% | |
| Stieven Capital Advisors, L.P. | 2.30% | 155,771 | $12,073,810 | $7,160,793 | -$4,913,017 | -40.69% | |
| Ubs Group Ag | 0.00% | 151,313 | $11,728,270 | $6,955,859 | -$4,772,411 | -40.69% | |
| Jcsd Capital, Llc | 16.75% | 145,140 | $11,249,801 | $6,672,086 | -$4,577,715 | -40.69% | |
| Ranger Investment Management, L.P. | 0.68% | 138,897 | $10,765,906 | $6,385,095 | -$4,380,811 | -40.69% | |
| Alliancebernstein L.P. | 0.00% | 141,331 | $10,755,289 | $6,496,986 | -$4,258,303 | -39.59% | |
| Advisors Capital Management, Llc | 0.11% | 133,584 | $10,354,111 | $6,140,856 | -$4,213,255 | -40.69% | |
| Peregrine Capital Management Llc | 0.33% | 132,829 | $10,295,576 | $6,106,149 | -$4,189,427 | -40.69% | |
| Northern Trust Corp | 0.00% | 116,898 | $9,060,764 | $5,373,801 | -$3,686,963 | -40.69% | |
| Goldman Sachs Group Inc | 0.00% | 116,105 | $8,999,298 | $5,337,347 | -$3,661,951 | -40.69% | |
| Vanguard Portfolio Management Llc | 0.00% | 112,455 | $8,716,387 | $5,169,556 | -$3,546,831 | -40.69% | |
| D.A. Davidson & Co. | 0.05% | 112,036 | $8,683,910 | $5,150,295 | -$3,533,615 | -40.69% | |
| Charles Schwab Investment Management Inc | 0.00% | 110,026 | $8,528,115 | $5,057,895 | -$3,470,220 | -40.69% | |
| Brevan Howard Capital Management Lp | 0.11% | 105,002 | $8,138,705 | $4,826,942 | -$3,311,763 | -40.69% | |
| Jacobs Asset Management, Llc | 5.92% | 101,486 | $7,866,180 | $4,665,311 | -$3,200,869 | -40.69% | |
| Vanguard Fiduciary Trust Co | 0.00% | 93,762 | $7,267,493 | $4,310,239 | -$2,957,254 | -40.69% | |
| State Of Wisconsin Investment Board | 0.01% | 91,565 | $7,097,203 | $4,209,243 | -$2,887,960 | -40.69% | |
| Price T Rowe Associates Inc | 0.00% | 90,214 | $6,993,000 | $4,147,138 | -$2,845,862 | -40.70% | |
| Stifel Financial Corp | 0.01% | 88,640 | $6,870,493 | $4,074,781 | -$2,795,712 | -40.69% | |
| Bank Of America Corp | 0.00% | 80,941 | $6,273,738 | $3,720,858 | -$2,552,880 | -40.69% | |
| Millennium Management Llc | 0.00% | 75,301 | $5,836,581 | $3,461,587 | -$2,374,994 | -40.69% | |
| Silvercrest Asset Management Group Llc | 0.04% | 73,505 | $5,697,373 | $3,379,025 | -$2,318,348 | -40.69% | |
| Segall Bryant & Hamill, Llc | 0.07% | 70,814 | $5,488,793 | $3,255,320 | -$2,233,473 | -40.69% | |
| Morgan Stanley | 0.00% | 67,508 | $5,232,599 | $3,103,343 | -$2,129,256 | -40.69% | |
| Qube Research & Technologies Ltd | 0.01% | 67,416 | $5,225,414 | $3,099,114 | -$2,126,300 | -40.69% | |
| Balyasny Asset Management L.P. | 0.01% | 62,042 | $4,808,875 | $2,852,071 | -$1,956,804 | -40.69% | |
| Royce & Associates Lp | 0.04% | 60,078 | $4,656,646 | $2,761,786 | -$1,894,860 | -40.69% | |
| Mendon Capital Advisors Corp | 1.53% | 56,000 | $4,340,560 | $2,574,320 | -$1,766,240 | -40.69% | |
| Russell Investments Group, Ltd. | 0.00% | 54,721 | $4,241,558 | $2,515,524 | -$1,726,034 | -40.69% | |
| Trexquant Investment Lp | 0.03% | 52,968 | $4,105,550 | $2,434,939 | -$1,670,611 | -40.69% | |
| Graham Capital Wealth Management, Llc | 3.03% | 50,634 | $3,924,641 | $2,327,645 | -$1,596,996 | -40.69% |
Frequently asked questions about CCB
Who owns the most CCB stock?
The largest holders of CCB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for COASTAL FINANCIAL CORP/WA (CCB).
Is CCB widely held by superinvestors?
Many widely followed stocks like CCB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CCB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.