Coastal Financial Corp
CCB- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0001437958
In the last 90 days, Coastal Financial Corp insiders filed 3 open-market purchases and 0 sales; 194 institutions reported holding it in 13F filings for Q2 2026, worth $992.7M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Coastal Financial Corp as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 194
- +13 vs. Q1 2026
- Shares held
- 12.8M
- −243.8K (−1.9%) vs. Q1 2026
- Total value
- $992.7M
- −$5.18M (−0.5%) vs. Q1 2026
- New holders
- 30
- 71 more added
- Sold out
- 17
- 64 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CCB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 194 | $992.7M |
| Q1 2026 | 183 | $998.3M |
| Q4 2025 | 208 | $1.52B |
| Q3 2025 | 186 | $1.32B |
| Q2 2025 | 177 | $1.09B |
| Q1 2025 | 177 | $995.0M |
| Q4 2024 | 170 | $864.8M |
| Q3 2024 | 146 | $461.4M |
| Q2 2024 | 125 | $376.9M |
| Q1 2024 | 119 | $314.4M |
| Q4 2023 | 116 | $362.6M |
| Q3 2023 | 117 | $333.5M |
| Q2 2023 | 109 | $290.4M |
| Q1 2023 | 124 | $277.7M |
| Q4 2022 | 129 | $364.4M |
| Q3 2022 | 114 | $294.0M |
| Q2 2022 | 104 | $302.4M |
| Q1 2022 | 111 | $335.6M |
| Q4 2021 | 99 | $379.1M |
| Q3 2021 | 79 | $205.9M |
| Q2 2021 | 69 | $184.3M |
| Q1 2021 | 71 | $162.0M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Coastal Financial Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 1,353,593 | $104.9M | 0.07% | +78,559+6.2% | Added |
| BlackRock, Inc. | 1,102,172 | $85.4M | 0.00% | +128,313+13.2% | Added |
| State Street Corp | 582,971 | $45.2M | 0.00% | +28,013+5.0% | Added |
| Vanguard Capital Management LLC | 573,584 | $44.5M | 0.00% | +11,362+2.0% | Added |
| Cooper Creek Partners Management LLC | 467,511 | $36.2M | 1.51% | +17,377+3.9% | Added |
| Azora Capital LP | 457,333 | $35.4M | 1.49% | −201,284−30.6% | Reduced |
| Endeavour Capital Advisors Inc | 429,702 | $33.3M | 6.84% | +156,100+57.1% | Added |
| American Century Companies Inc | 420,240 | $32.6M | 0.01% | +1,566+0.4% | Added |
| FMR LLC | 378,992 | $29.4M | 0.00% | +8,236+2.2% | Added |
| Dimensional Fund Advisors LP | 372,280 | $28.9M | 0.01% | +12,709+3.5% | Added |
| Wellington Management Group LLP | 360,919 | $28.0M | 0.00% | −86,513−19.3% | Reduced |
| Geode Capital Management, LLC | 341,127 | $26.4M | 0.00% | +21,602+6.8% | Added |
| Manufacturers Life Insurance Company, The | 335,662 | $26.0M | 0.02% | −2,157−0.6% | Reduced |
| Loomis Sayles & Co L P | 284,468 | $22.0M | 0.03% | −20,320−6.7% | Reduced |
| Citadel Advisors LLC | 235,224 | $18.2M | 0.01% | +180,340+328.6% | Added |
| Emerald Advisers, LLC | 216,333 | $16.8M | 0.39% | −4,849−2.2% | Reduced |
| GW&K Investment Management, LLC | 174,198 | $13.5M | 0.11% | −7,790−4.3% | Reduced |
| Kennedy Capital Management, Inc. | 168,282 | $13.0M | 0.23% | +9,519+6.0% | Added |
| Emerald Mutual Fund Advisers Trust | 156,664 | $12.1M | 0.43% | 00.0% | Unchanged |
| Stieven Capital Advisors, L.P. | 155,771 | $12.1M | 2.30% | +45,200+40.9% | Added |
| UBS Group AG | 151,313 | $11.7M | 0.00% | −8,399−5.3% | Reduced |
| JCSD Capital, LLC | 145,140 | $11.2M | 16.75% | +5,000+3.6% | Added |
| Ranger Investment Management, L.P. | 138,897 | $10.8M | 0.68% | −12,202−8.1% | Reduced |
| Alliancebernstein L.P. | 141,331 | $10.8M | 0.00% | +26,300+22.9% | Added |
| Advisors Capital Management, LLC | 133,584 | $10.4M | 0.11% | +3,580+2.8% | Added |
| Peregrine Capital Management LLC | 132,829 | $10.3M | 0.33% | −6,778−4.9% | Reduced |
| Northern Trust Corp | 116,898 | $9.06M | 0.00% | +8,508+7.8% | Added |
| Goldman Sachs Group Inc | 116,105 | $9.00M | 0.00% | +30,317+35.3% | Added |
| Vanguard Portfolio Management LLC | 112,455 | $8.72M | 0.00% | +13,200+13.3% | Added |
| D.A. Davidson & Co. | 112,036 | $8.68M | 0.05% | −13,503−10.8% | Reduced |
| Charles Schwab Investment Management Inc | 110,026 | $8.53M | 0.00% | +2,300+2.1% | Added |
| Brevan Howard Capital Management LP | 105,002 | $8.14M | 0.11% | −24,998−19.2% | Reduced |
| Jacobs Asset Management, LLC | 101,486 | $7.87M | 5.92% | +12,340+13.8% | Added |
| Vanguard Fiduciary Trust Co | 93,762 | $7.27M | 0.00% | +2,989+3.3% | Added |
| State of Wisconsin Investment Board | 91,565 | $7.10M | 0.01% | −4,082−4.3% | Reduced |
| Price T Rowe Associates Inc | 90,214 | $6.99M | 0.00% | +4,170+4.8% | Added |
| Stifel Financial Corp | 88,640 | $6.87M | 0.01% | −5,244−5.6% | Reduced |
| Bank of America Corp | 80,941 | $6.27M | 0.00% | −5,716−6.6% | Reduced |
| UBS Asset Management Americas Inc | 75,499 | $5.85M | 0.00% | −193,190−71.9% | Reduced |
| Millennium Management LLC | 75,301 | $5.84M | 0.00% | −25,884−25.6% | Reduced |
| Silvercrest Asset Management Group LLC | 73,505 | $5.70M | 0.04% | −3,579−4.6% | Reduced |
| Segall Bryant & Hamill, LLC | 70,814 | $5.49M | 0.07% | +1,235+1.8% | Added |
| Morgan Stanley | 67,508 | $5.23M | 0.00% | −10,492−13.5% | Reduced |
| Qube Research & Technologies Ltd | 67,416 | $5.23M | 0.01% | +55,320+457.3% | Added |
| Balyasny Asset Management LLC | 62,042 | $4.81M | 0.01% | +37,947+157.5% | Added |
| Royce & Associates LP | 60,078 | $4.66M | 0.04% | +4,398+7.9% | Added |
| Mendon Capital Advisors Corp | 56,000 | $4.34M | 1.53% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 54,721 | $4.24M | 0.00% | +3,701+7.3% | Added |
| Trexquant Investment LP | 52,968 | $4.11M | 0.03% | +38,363+262.7% | Added |
| Graham Capital Wealth Management, LLC | 50,634 | $3.92M | 3.03% | +755+1.5% | Added |
| RMB Capital Management, LLC | 50,000 | $3.88M | 0.06% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 48,518 | $3.76M | 0.07% | −13,275−21.5% | Reduced |
| D. E. Shaw & Co., Inc. | 47,565 | $3.69M | 0.00% | +47,565 | New |
| Franklin Resources Inc | 45,087 | $3.49M | 0.00% | −500−1.1% | Reduced |
| Militia Capital Management LLC | 45,000 | $3.49M | 0.63% | −100,677−69.1% | Reduced |
| Nomura Asset Management International Inc. | 43,361 | $3.36M | 0.01% | −1,663−3.7% | Reduced |
| Brinker Capital Investments, LLC | 40,946 | $3.17M | 0.02% | −2,021−4.7% | Reduced |
| Bank of New York Mellon Corp | 38,871 | $3.01M | 0.00% | +2,946+8.2% | Added |
| Point72 Asset Management, L.P. | 34,182 | $2.65M | 0.00% | +19,945+140.1% | Added |
| Nuveen, LLC | 33,470 | $2.59M | 0.00% | −2,803−7.7% | Reduced |
| Numerai GP LLC | 29,865 | $2.31M | 0.19% | +12,423+71.2% | Added |
| Envestnet Asset Management Inc | 29,538 | $2.29M | 0.00% | −2,879−8.9% | Reduced |
| Victory Capital Management Inc | 29,450 | $2.28M | 0.00% | +19+0.1% | Added |
| John W. Rosenthal Capital Management, Inc. | 29,013 | $2.25M | 1.97% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 26,638 | $2.06M | 0.02% | −675−2.5% | Reduced |
| PMC FIG Opportunities LLC | 26,612 | $2.06M | 3.31% | −37,005−58.2% | Reduced |
| Swiss National Bank | 25,965 | $2.01M | 0.00% | −800−3.0% | Reduced |
| Pacific Ridge Capital Partners, LLC | 24,221 | $1.88M | 0.34% | +3,823+18.7% | Added |
| Arcus Capital Partners, LLC | 24,182 | $1.87M | 0.78% | +6,546+37.1% | Added |
| SEI Investments Co | 24,088 | $1.87M | 0.00% | −9,210−27.7% | Reduced |
| Quent Capital, LLC | 21,000 | $1.63M | 0.10% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 19,982 | $1.55M | 0.86% | −469−2.3% | Reduced |
| Riverwater Partners LLC | 19,899 | $1.54M | 0.46% | −253−1.3% | Reduced |
| XTX Topco Ltd | 18,948 | $1.47M | 0.02% | −7,135−27.4% | Reduced |
| Citigroup Inc | 18,454 | $1.43M | 0.00% | −141−0.8% | Reduced |
| Federated Hermes, Inc. | 18,250 | $1.41M | 0.00% | −15−0.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 18,061 | $1.40M | 0.03% | +6,427+55.2% | Added |
| Invesco Ltd. | 17,760 | $1.38M | 0.00% | +365+2.1% | Added |
| Quantbot Technologies LP | 16,742 | $1.30M | 0.05% | +14,518+652.8% | Added |
| Rhumbline Advisers | 15,977 | $1.24M | 0.00% | +715+4.7% | Added |
| King Luther Capital Management Corp | 15,834 | $1.23M | 0.01% | +151+1.0% | Added |
| Jump Financial, LLC | 15,818 | $1.23M | 0.01% | +15,818 | New |
| Y-Intercept (Hong Kong) Ltd | 15,444 | $1.20M | 0.02% | −9,324−37.6% | Reduced |
| Truist Financial Corp | 15,135 | $1.17M | 0.00% | +199+1.3% | Added |
| Quantinno Capital Management LP | 14,880 | $1.15M | 0.00% | −10,497−41.4% | Reduced |
| Walleye Capital LLC | 14,706 | $1.14M | 0.01% | +14,706 | New |
| Rafferty Asset Management, LLC | 14,383 | $1.11M | 0.00% | −6,636−31.6% | Reduced |
| Deutsche Bank AG | 14,241 | $1.10M | 0.00% | +2,526+21.6% | Added |
| Legal & General Group Plc | 13,922 | $1.08M | 0.00% | +4,067+41.3% | Added |
| Squarepoint Ops LLC | 13,436 | $1.04M | 0.00% | +8,478+171.0% | Added |
| Barclays PLC | 12,830 | $994.5K | 0.00% | −18,044−58.4% | Reduced |
| Wells Fargo & Company | 12,601 | $976.7K | 0.00% | +7,916+169.0% | Added |
| California State Teachers Retirement System | 12,581 | $975.2K | 0.00% | −404−3.1% | Reduced |
| First Bank & Trust | 12,012 | $931.0K | 0.14% | +630+5.5% | Added |
| EJF Capital LLC | 11,853 | $918.7K | 0.61% | −416−3.4% | Reduced |
| BNP Paribas Arbitrage, SA | 11,815 | $915.8K | 0.00% | +717+6.5% | Added |
| HSBC Holdings PLC | 11,283 | $876.4K | 0.00% | +11,283 | New |
| Vident Advisory, LLC | 11,210 | $868.9K | 0.01% | +223+2.0% | Added |
| AQR Capital Management LLC | 10,966 | $850.0K | 0.00% | +4,375+66.4% | Added |
| US Bancorp | 10,906 | $845.3K | 0.00% | −21−0.2% | Reduced |