Q1 2025 13F Holders as of 3/31/2025
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Type / Class
-
Equity / Common Stock
-
Shares outstanding
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15M
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Number of holders
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176
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Total 13F shares, excl. options
-
10.9M
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Shares change
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+760K
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Total reported value, excl. options
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$984M
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Value change
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+$70.4M
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Put/Call ratio
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0.14
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Number of buys
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91
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Number of sells
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-78
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Price
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$90.41
Significant Holders of COASTAL FINANCIAL CORP - Common Stock (CCB) as of Q1 2025
194 filings reported holding CCB - COASTAL FINANCIAL CORP - Common Stock as of Q1 2025.
COASTAL FINANCIAL CORP - Common Stock (CCB) has 176 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 10.9M shares
of 15M outstanding shares and own 72.41% of the company stock.
Largest 10 shareholders include T. Rowe Price Investment Management, Inc. (1.34M shares), BlackRock, Inc. (1.05M shares), VANGUARD GROUP INC (739K shares), Azora Capital LP (594K shares), WESTWOOD HOLDINGS GROUP INC (449K shares), WELLINGTON MANAGEMENT GROUP LLP (446K shares), STATE STREET CORP (401K shares), MANUFACTURERS LIFE INSURANCE COMPANY, THE (384K shares), DIMENSIONAL FUND ADVISORS LP (348K shares), and ENDEAVOUR CAPITAL ADVISORS INC (331K shares).
This table shows the top 176 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.