CCB Institutional Ownership & Shareholders
COASTAL FINANCIAL CORP/WA (CCB) is currently held by 184 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $984.81M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $59.12M, representing an estimated loss of -43.65% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% 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
184
Total Reported Value
$984.81M
Largest Holder
T. Rowe Price Investment Management, Inc.
Largest Position
$104.92M
Insider Transactions (90d)
7
Latest Filing Quarter
Q2 2026
New Institutional Positions
47
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 | $59,124,942 | -$45,792,058 | -43.65% | |
| Blackrock, Inc. | 0.00% | 1,102,172 | $85,429,371 | $48,142,873 | -$37,286,498 | -43.65% | |
| State Street Corp | 0.00% | 582,971 | $45,186,082 | $25,464,173 | -$19,721,909 | -43.65% | |
| Vanguard Capital Management Llc | 0.00% | 573,584 | $44,458,496 | $25,054,149 | -$19,404,347 | -43.65% | |
| Cooper Creek Partners Management Llc | 1.51% | 467,511 | $36,237,000 | $20,420,880 | -$15,816,120 | -43.65% | |
| Azora Capital Lp | 1.49% | 457,333 | $35,447,881 | $19,976,305 | -$15,471,576 | -43.65% | |
| Endeavour Capital Advisors Inc | 6.84% | 429,702 | $33,306,202 | $18,769,383 | -$14,536,819 | -43.65% | |
| American Century Companies Inc | 0.01% | 420,240 | $32,573,015 | $18,356,083 | -$14,216,932 | -43.65% | |
| Fmr Llc | 0.00% | 378,992 | $29,375,650 | $16,554,371 | -$12,821,279 | -43.65% | |
| Dimensional Fund Advisors Lp | 0.01% | 372,280 | $28,854,710 | $16,261,190 | -$12,593,520 | -43.64% | |
| Wellington Management Group Llp | 0.00% | 360,919 | $27,974,832 | $15,764,942 | -$12,209,890 | -43.65% | |
| Geode Capital Management, Llc | 0.00% | 341,127 | $26,446,265 | $14,900,427 | -$11,545,838 | -43.66% | |
| Manufacturers Life Insurance Company, The | 0.02% | 335,662 | $26,017,162 | $14,661,716 | -$11,355,446 | -43.65% | |
| Loomis Sayles & Co L P | 0.03% | 284,468 | $22,049,115 | $12,425,562 | -$9,623,553 | -43.65% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 268,689 | $20,447,234 | $11,736,336 | -$8,710,898 | -42.60% | |
| Citadel Advisors Llc | 0.01% | 235,224 | $18,232,212 | $10,274,584 | -$7,957,628 | -43.65% | |
| Emerald Advisers, Llc | 0.39% | 216,333 | $16,767,971 | $9,449,425 | -$7,318,546 | -43.65% | |
| Gw&K Investment Management, Llc | 0.11% | 174,198 | $13,502,000 | $7,608,969 | -$5,893,031 | -43.65% | |
| Kennedy Capital Management Llc | 0.23% | 168,282 | $13,043,538 | $7,350,558 | -$5,692,980 | -43.65% | |
| Emerald Mutual Fund Advisers Trust | 0.43% | 156,664 | $12,143,027 | $6,843,084 | -$5,299,943 | -43.65% | |
| Stieven Capital Advisors, L.P. | 2.30% | 155,771 | $12,073,810 | $6,804,077 | -$5,269,733 | -43.65% | |
| Ubs Group Ag | 0.00% | 151,313 | $11,728,270 | $6,609,352 | -$5,118,918 | -43.65% | |
| Ranger Investment Management, L.P. | 0.68% | 138,897 | $10,765,906 | $6,067,021 | -$4,698,885 | -43.65% | |
| Alliancebernstein L.P. | 0.00% | 141,331 | $10,755,289 | $6,173,338 | -$4,581,951 | -42.60% | |
| Advisors Capital Management, Llc | 0.11% | 133,584 | $10,354,111 | $5,834,949 | -$4,519,162 | -43.65% | |
| Peregrine Capital Management Llc | 0.33% | 132,829 | $10,295,576 | $5,801,971 | -$4,493,605 | -43.65% | |
| Northern Trust Corp | 0.00% | 116,898 | $9,060,764 | $5,106,105 | -$3,954,659 | -43.65% | |
| Goldman Sachs Group Inc | 0.00% | 116,105 | $8,999,298 | $5,071,466 | -$3,927,832 | -43.65% | |
| Vanguard Portfolio Management Llc | 0.00% | 112,455 | $8,716,387 | $4,912,034 | -$3,804,353 | -43.65% | |
| Charles Schwab Investment Management Inc | 0.00% | 110,026 | $8,528,115 | $4,805,936 | -$3,722,179 | -43.65% | |
| Brevan Howard Capital Management Lp | 0.11% | 105,002 | $8,138,705 | $4,586,487 | -$3,552,218 | -43.65% | |
| Jacobs Asset Management, Llc | 5.92% | 101,486 | $7,866,180 | $4,432,908 | -$3,433,272 | -43.65% | |
| Vanguard Fiduciary Trust Co | 0.00% | 93,762 | $7,267,493 | $4,095,524 | -$3,171,969 | -43.65% | |
| State Of Wisconsin Investment Board | 0.01% | 91,565 | $7,097,203 | $3,999,559 | -$3,097,644 | -43.65% | |
| Price T Rowe Associates Inc | 0.00% | 90,214 | $6,993,000 | $3,940,548 | -$3,052,452 | -43.65% | |
| Stifel Financial Corp | 0.01% | 88,640 | $6,870,493 | $3,871,795 | -$2,998,698 | -43.65% | |
| Bank Of America Corp | 0.00% | 80,941 | $6,273,738 | $3,535,503 | -$2,738,235 | -43.65% | |
| Millennium Management Llc | 0.00% | 75,301 | $5,836,581 | $3,289,148 | -$2,547,433 | -43.65% | |
| Silvercrest Asset Management Group Llc | 0.04% | 73,505 | $5,697,373 | $3,210,698 | -$2,486,675 | -43.65% | |
| Segall Bryant & Hamill, Llc | 0.07% | 70,814 | $5,488,793 | $3,093,156 | -$2,395,637 | -43.65% | |
| Morgan Stanley | 0.00% | 67,508 | $5,232,599 | $2,948,749 | -$2,283,850 | -43.65% | |
| Qube Research & Technologies Ltd | 0.01% | 67,416 | $5,225,414 | $2,944,731 | -$2,280,683 | -43.65% | |
| Jcsd Capital, Llc | 8.15% | 129,640 | $5,177,822 | $5,662,675 | +$484,853 | +9.36% | |
| Balyasny Asset Management L.P. | 0.01% | 62,042 | $4,808,875 | $2,709,995 | -$2,098,880 | -43.65% | |
| Royce & Associates Lp | 0.04% | 60,078 | $4,656,646 | $2,624,207 | -$2,032,439 | -43.65% | |
| Graham Capital Wealth Management, Llc | 3.42% | 109,849 | $4,387,369 | $4,798,204 | +$410,835 | +9.36% | |
| Mendon Capital Advisors Corp | 1.53% | 56,000 | $4,340,560 | $2,446,080 | -$1,894,480 | -43.65% | |
| D.A. Davidson & Co. | 0.02% | 108,036 | $4,314,958 | $4,719,012 | +$404,054 | +9.36% | |
| Russell Investments Group, Ltd. | 0.00% | 54,721 | $4,241,558 | $2,390,213 | -$1,851,345 | -43.65% | |
| Trexquant Investment Lp | 0.03% | 52,968 | $4,105,550 | $2,313,642 | -$1,791,908 | -43.65% |
Frequently asked questions about CCB
Who are the largest institutional holders of CCB?
The largest institutional holders of CCB reported in the latest SEC Form 13F filings include T. Rowe Price Investment Management, Inc., Blackrock, Inc., State Street Corp, Vanguard Capital Management Llc, and Cooper Creek Partners Management Llc. InsiderSet ranks institutional holders by their latest reported CCB position.
What is CCB institutional ownership?
This page tracks CCB positions reported by institutional investment managers through SEC Form 13F. COASTAL FINANCIAL CORP/WA (CCB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CCB?
InsiderSet currently tracks 184 institutional managers reporting CCB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CCB shareholders.
How much CCB stock do institutions own?
Institutional investment managers disclosed approximately $984.81M in CCB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CCB institutional ownership last updated?
The latest CCB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CCB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CCB position after the reporting date.
Are institutions buying or selling CCB?
Institutional buying and selling can be analyzed by comparing CCB positions across consecutive 13F reporting periods. InsiderSet's CCB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CCB ownership changes.
How has CCB institutional ownership changed over time?
InsiderSet tracks CCB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.