CCB Institutional Ownership
Who owns Coastal Financial Corp and what the big funds did with it last quarter, from every SEC 13F filing. 194 funds reported holding CCB at Jun 30, 2026, together owning 83.8% of the company.
- ▲98 buying vs 80 selling
- ▼Held by funds -1.6 pts
- ▲Funds holding +11
- ●Superinvestors: 2 added, 2 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 194 | 183 | +6.0% |
| In funds' top 10 | 4 | 4 | 0.0% |
| 13F shares | 12.8M | 13.1M | −1.9% |
| Held by funds | 83.8% | 85.4% | −1.6 pts |
| New positions | 28 | 23 | +21.7% |
| Increased | 70 | 64 | +9.4% |
| Reduced | 63 | 63 | 0.0% |
| Sold out | 17 | 51 | −66.7% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in CCB
All superinvestors →Who owns CCB
share of fund held shares- Index and passive funds27.0%
- Active managers and hedge funds62.7%
- Banks and brokers6.7%
- Pensions, insurers and other3.6%
The top 10 holders own 47.9% of all CCB shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
40 funds changed their position- Graham Capital Wealth Management, LLCAdded+59K sh
- Rosenthal | Henry Capital Advisors, Inc.Sold out−29K sh
- Cox Capital Mgt LLCSold out−20K sh
- Riverwater Partners LLCSold out−20K sh
- Y-Intercept (Hong Kong) LtdAdded+30K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | T. Rowe Price Investment Management, Inc. | 8.85% | 1.4M | $105M | +79K |
| 2 | BlackRock, Inc. | 7.21% | 1.1M | $85.4M | +128K |
| 3 | State Street Corp | 3.81% | 583K | $45.2M | +28K |
| 4 | Vanguard Capital Management LLC | 3.75% | 574K | $44.5M | +11K |
| 5 | Cooper Creek Partners Management LLC | 3.06% | 468K | $36.2M | +17K |
| 6 | Azora Capital LP | 2.99% | 457K | $35.4M | −201K |
| 7 | Endeavour Capital Advisors Inc | 2.81% | 430K | $33.3M | +156K |
| 8 | American Century Companies Inc | 2.75% | 420K | $32.6M | +1,566 |
| 9 | Fmr LLC | 2.48% | 379K | $29.4M | +8,236 |
| 10 | Dimensional Fund Advisors LP | 2.44% | 372K | $28.9M | +13K |
- Citadel Advisors LLC+180K sh+$14M
- Endeavour Capital Advisors Inc+156K sh+$12.1M
- BlackRock, Inc.+128K sh+$9.9M
- T. Rowe Price Investment Management, Inc.+79K sh+$6.1M
- Qube Research & Technologies Ltd+55K sh+$4.3M
- D. E. Shaw & Co., Inc.+48K sh+$3.7M
- Stieven Capital Advisors, L.P.+45K sh+$3.5M
- Trexquant Investment LP+38K sh+$3M
- Westwood Holdings Group Inc−331K sh−$25.2M
- Azora Capital LP−201K sh−$15.6M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME−193K sh−$15M
- Militia Capital Management LLC−101K sh−$7.8M
- Wellington Management Group LLP−87K sh−$6.7M
- First Trust Advisors LP−42K sh−$3.2M
- PMC FIG Opportunities LLC−37K sh−$2.9M
- PNC Financial Services Group, Inc.−32K sh−$2.5M
CCB institutional ownership FAQ
Who owns the most CCB stock?
In Q2 2026 13F filings the largest holder of CCB was T. Rowe Price Investment Management, Inc., followed by BlackRock, Inc. and State Street Corp. Index fund managers are usually the biggest holders of large companies.
What percentage of CCB is owned by institutions?
Funds that file 13F reports held 83.8% of CCB's shares at Jun 30, 2026, compared with 85.4% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying CCB?
In Q2 2026, 98 funds bought CCB (28 of them new positions) and 80 sold (17 sold out completely). Among well known investors, 2 added and 2 cut. Our fund sentiment for CCB is neutral.
What is CCB's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this CCB ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.



