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CCB · Coastal Financial Corp · Shareholders & Ownership

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$43.29 -0.37 (-0.85%) At close · Oct 30 Q3 2026 earnings call transcript
Market Cap
$661.75M
Shares
15.29M
Volume · Oct 30 331.55K Avg daily vol (3M) 264.21K

Every disclosed holder of CCB in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

Who Owns CCB

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions
Holder group Shares % Out
Institutional (13F) 12,823,560 83.89%
Insiders (Forms 3, 4, 5) 0 0.00%
13D/G-only blocks 0 0.00%
Remaining 2,462,767 16.11%
Registered funds (N-PORT, not summed) 5,016,940 32.82%

Shares outstanding: 15,286,327, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of CCB

# Holder Shares
1
HOVDE STEVEN D
Insider CIK 1019966 · Aug 6, 2026
Director, 10% Owner, issuer-wide, not summed
1,743,793
2
T. Rowe Price Investment Management, Inc.
13F CIK 1897612 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
1,353,593
3
BlackRock, Inc.
13F CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
1,102,172
3.1
iShares Russell 2000 ETF
Fund S000004344 · Registered fund · Jun 30, 2026
iShares Trust, not summed
345,562
3.2
iShares Russell 2000 Growth ETF
Fund S000004343 · Registered fund · Jun 30, 2026
iShares Trust, not summed
122,339
3.3
iShares Micro-Cap ETF
Fund S000004439 · Registered fund · Jun 30, 2026
iShares Trust, not summed
44,363
3.4
Master Small Cap Index Series
Fund S000002716 · Registered fund · Jun 30, 2026
Quantitative Master Series LLC, not summed
24,758
3.5
iShares Core S&P Total U.S. Stock Market ETF
Fund S000004317 · Registered fund · Jun 30, 2026
iShares Trust, not summed
20,318
4
STATE STREET CORP
13F CIK 93751 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
582,971
4.1
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
Fund S000012325 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
253,505
4.2
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
4,613
4.3
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF
Fund S000036082 · Registered fund · Jun 30, 2026
SPDR INDEX SHARES FUNDS, not summed
1,762
4.4
State Street Total Return V.I.S. Fund
Fund S000001637 · Registered fund · Jun 30, 2026
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
334
4.5
State Street Balanced Index Fund
Fund S000082802 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
64
5
VANGUARD CAPITAL MANAGEMENT LLC
13F CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
573,584
6
COOPER CREEK PARTNERS MANAGEMENT LLC
13F CIK 1512162 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
467,511
7
Azora Capital LP
13F CIK 1700272 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
457,333
8
ENDEAVOUR CAPITAL ADVISORS INC
13F CIK 1218749 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
429,702
9
AMERICAN CENTURY COMPANIES INC
13F CIK 748054 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
420,240
9.1
Small Cap Growth Fund
Fund S000006193 · Registered fund · Jul 31, 2026
American Century Mutual Funds, Inc., not summed
109,209
10
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
410,107
11
FMR LLC
13F CIK 315066 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
378,992
11.1
VIP Mid Cap Portfolio
Fund S000007734 · Registered fund · Jun 30, 2026
Variable Insurance Products Fund III, not summed
286,300
11.2
Fidelity Small Cap Index Fund
Fund S000033638 · Registered fund · Jul 31, 2026
Fidelity Salem Street Trust, not summed
144,370
11.3
Fidelity Advisor Mid Cap II Fund
Fund S000017686 · Registered fund · Jun 30, 2026
Fidelity Advisor Series I, not summed
70,800
11.4
Fidelity Extended Market Index Fund
Fund S000006021 · Registered fund · Aug 31, 2026
Fidelity Concord Street Trust, not summed
67,375
11.5
Fidelity Total Market Index Fund
Fund S000006026 · Registered fund · Aug 31, 2026
Fidelity Concord Street Trust, not summed
24,604
12
DIMENSIONAL FUND ADVISORS LP
13F CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
372,280
12.1
U.S. SMALL CAP PORTFOLIO
Fund S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
65,123
12.2
U.S. MICRO CAP PORTFOLIO
Fund S000000948 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
53,208
12.3
Dimensional U.S. Small Cap ETF
Fund S000070906 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
49,636
12.4
Dimensional U.S. Core Equity 2 ETF
Fund S000070903 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
35,526
12.5
U.S. CORE EQUITY 2 PORTFOLIO
Fund S000000980 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
24,797
13
WELLINGTON MANAGEMENT GROUP LLP
13F CIK 902219 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
360,919
14
GEODE CAPITAL MANAGEMENT, LLC
13F CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
341,127
15
MANUFACTURERS LIFE INSURANCE COMPANY, THE
13F CIK 928047 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
335,662
15.1
Regional Bank Fund
Fund S000000635 · Registered fund · Jul 31, 2026
John Hancock Investment Trust II, not summed
155,622
15.2
Financial Industries Fund
Fund S000000634 · Registered fund · Jul 31, 2026
John Hancock Investment Trust II, not summed
28,875
16
LOOMIS SAYLES & CO L P
13F CIK 312348 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
284,468
16.1
Loomis Sayles Small Cap Growth Fund
Fund S000006705 · Registered fund · Jun 30, 2026
LOOMIS SAYLES FUNDS II, not summed
153,909
17
CITADEL ADVISORS LLC
13F CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
235,224
18
EMERALD ADVISERS, LLC
13F CIK 1015083 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
216,333
19
Sprink Eric M
Insider CIK 1299647 · Aug 6, 2026
Director, CEO, issuer-wide, not summed
175,323
20
GW&K Investment Management, LLC
13F CIK 1082917 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
174,198
21
KENNEDY CAPITAL MANAGEMENT LLC
13F CIK 884589 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
168,282
21.1
Kennedy Capital Small Cap Growth Fund
Fund S000076117 · Registered fund · Jun 30, 2026
INVESTMENT MANAGERS SERIES TRUST II, not summed
94
22
EMERALD MUTUAL FUND ADVISERS TRUST
13F CIK 1352895 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
156,664
22.1
Emerald Growth Fund
Fund S000036390 · Registered fund · Apr 30, 2026
FINANCIAL INVESTORS TRUST, not summed
81,218
22.2
Emerald Finance & Banking Innovation Fund
Fund S000036389 · Registered fund · Jul 31, 2026
FINANCIAL INVESTORS TRUST, not summed
20,589
23
Stieven Capital Advisors, L.P.
13F CIK 1388279 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
155,771
24
UBS Group AG
13F CIK 1610520 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
151,313
25
VANGUARD EXTENDED MARKET INDEX FUND
Fund S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
150,119
26
ALLIANCEBERNSTEIN L.P.
13F CIK 1109448 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
141,331
27
Lane Thomas D
Insider CIK 1743650 · May 26, 2026
Director, issuer-wide, not summed
139,696
28
Ranger Investment Management, L.P.
13F CIK 1319691 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
138,897
29
Advisors Capital Management, LLC
13F CIK 1345576 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
133,584
30
PEREGRINE CAPITAL MANAGEMENT LLC
13F CIK 764529 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
132,829
31
JCSD Capital, LLC
13F CIK 1444055 · Registered investment adviser · Sep 30, 2026
129,640
32
NORTHERN TRUST CORP
13F CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
116,898
32.1
Small Cap Index Fund
Fund S000001245 · Registered fund · Jun 30, 2026
Northern Funds, not summed
6,720
32.2
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
1,336
33
GOLDMAN SACHS GROUP INC
13F CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
116,105
33.1
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
Fund S000048296 · Registered fund · Aug 31, 2026
Goldman Sachs ETF Trust, not summed
2,479
33.2
Goldman Sachs Absolute Return Tracker Fund
Fund S000020314 · Registered fund · Aug 31, 2026
GOLDMAN SACHS TRUST, not summed
487
34
John Hancock Financial Opportunities Fund
Fund · Registered fund · Jun 30, 2026
John Hancock Financial Opportunities Fund, not summed
114,431
34.1
ROYCE MICRO-CAP TRUST, INC.
Fund · Registered fund · Jun 30, 2026
ROYCE MICRO-CAP TRUST, INC., not summed
38,320
35
VANGUARD PORTFOLIO MANAGEMENT LLC
13F CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
112,455
36
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
110,026
36.1
Schwab U.S. Small-Cap ETF
Fund S000026636 · Registered fund · Aug 31, 2026
SCHWAB STRATEGIC TRUST, not summed
61,837
36.2
Schwab Small-Cap Index Fund
Fund S000005912 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
32,057
36.3
Schwab Total Stock Market Index Fund
Fund S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
8,813
36.4
Schwab U.S. Broad Market ETF
Fund S000026631 · Registered fund · Aug 31, 2026
SCHWAB STRATEGIC TRUST, not summed
7,345
37
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
13F CIK 1907528 · Registered investment adviser · Sep 30, 2026
109,849
38
D.A. DAVIDSON & CO.
13F CIK 1080107 · Unknown · Sep 30, 2026
108,036
39
Brevan Howard Capital Management LP
13F CIK 1512857 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
105,002
40
JACOBS ASSET MANAGEMENT, LLC
13F CIK 1351063 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
101,486
41
VANGUARD FIDUCIARY TRUST CO
13F CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
93,762
42
STATE OF WISCONSIN INVESTMENT BOARD
13F CIK 854157 · Pension or benefit plan · Jun 30, 2026
carried, not yet filed for the newest quarter
91,565
43
PRICE T ROWE ASSOCIATES INC /MD/
13F CIK 80255 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
90,214
43.1
T. Rowe Price Small-Cap Value Fund, Inc.
Fund S000002121 · Registered fund · Jun 30, 2026
T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed
728,586
43.2
T. Rowe Price New Horizons Fund, Inc.
Fund S000002106 · Registered fund · Jun 30, 2026
T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
46,880
43.3
T. Rowe Price Small-Cap Index Fund
Fund S000051327 · Registered fund · Jun 30, 2026
T. ROWE PRICE INDEX TRUST, INC., not summed
2,020
44
STIFEL FINANCIAL CORP
13F CIK 720672 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
88,640
44.1
1919 Financial Services Fund
Fund S000082984 · Registered fund · Jun 30, 2026
Advisor Managed Portfolios, not summed
45,900
45
BANK OF AMERICA CORP /DE/
13F CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
80,941
46
Advisors Capital Small/Mid Cap Fund
Fund S000070469 · Registered fund · Jun 30, 2026
NEIMAN FUNDS, not summed
79,100
47
VANGUARD RUSSELL 2000 INDEX FUND
Fund S000030003 · Registered fund · Aug 31, 2026
VANGUARD SCOTTSDALE FUNDS, not summed
75,960
48
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
13F CIK 861177 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
75,499
49
MILLENNIUM MANAGEMENT LLC
13F CIK 1273087 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
75,301
50
SILVERCREST ASSET MANAGEMENT GROUP LLC
13F CIK 1232395 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
73,505

35 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 300 holders

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Key facts CIK 1437958 CUSIP 19046P209 13F (30d) 32 filings 32 filers Visit website Investor relations