Coastal Financial Corporation (CCB) Institutional Ownership & Insider Trading

194 institutions reported holding Coastal Financial Corporation shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 29 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

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Market cap: 691.2M
P/E TTM: —
Dividend yield: —
52-week: —
Next earnings: 29 Oct, in 5 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

194 institutions held 83.8% of the shares. Across filers that reported both quarters, shares held changed -1.8%.

Largest moves, shares (millions)

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters

Quarter	Holders	Shares held, M	Change	Increased	New	Decreased	Closed
Jun 26	194	13	-1.8%	66	25	60	14
Mar 26	180	13	-2.5%	58	22	58	47
Dec 25	205	13	+8.8%	58	31	65	6
Sep 25	183	12	+8.6%	51	28	63	21
Jun 25	175	11	+2.2%	56	15	59	15
Mar 25	174	11	+8.3%	66	19	59	14
Dec 24	165	10	+19.1%	54	32	42	14
Sep 24	143	8	+4.7%	47	21	38	3

Coastal Financial Corporation — questions

Who owns Coastal Financial Corporation stock?: 194 institutions reported Coastal Financial Corporation shares in 13F filings for the quarter ended 2026-06-30. The largest: T. Rowe Price Investment Management, Inc. (8.8%), BlackRock, Inc. (7.2%), STATE STREET CORP (3.8%).
Are Coastal Financial Corporation insiders buying or selling?: 29 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from Coastal Financial Corporation's own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.

Important information. Figures on this page are taken from filings submitted to the U.S. Securities and Exchange Commission (SEC) and processed automatically by EquiReason. They may contain errors, omissions or delays, and EquiReason makes no representation or warranty as to their accuracy, completeness or timeliness. Always verify figures against the original filing on SEC EDGAR before relying on them.

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