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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, Q1 2021

Institutional positions in Coastal Financial Corp as of Mar 31, 2021. 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
71
No complete 13F data for Q4 2020
Shares held
6.18M
No complete 13F data for Q4 2020
Total value
$162.0M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 71 institutions
Q1 2021: 71 institutionsQ2 2021: 69 institutionsQ3 2021: 79 institutionsQ4 2021: 99 institutionsQ1 2022: 111 institutionsQ2 2022: 104 institutionsQ3 2022: 114 institutionsQ4 2022: 129 institutionsQ1 2023: 124 institutionsQ2 2023: 109 institutionsQ3 2023: 117 institutionsQ4 2023: 116 institutionsQ1 2024: 119 institutionsQ2 2024: 125 institutionsQ3 2024: 146 institutionsQ4 2024: 170 institutionsQ1 2025: 177 institutionsQ2 2025: 177 institutionsQ3 2025: 186 institutionsQ4 2025: 208 institutionsQ1 2026: 183 institutionsQ2 2026: 194 institutions
Value heldQ1 2021: $162.0M
Q1 2021: $162.0MQ2 2021: $184.3MQ3 2021: $205.9MQ4 2021: $378.5MQ1 2022: $335.6MQ2 2022: $302.4MQ3 2022: $294.0MQ4 2022: $364.4MQ1 2023: $277.7MQ2 2023: $290.4MQ3 2023: $333.5MQ4 2023: $356.6MQ1 2024: $307.9MQ2 2024: $373.1MQ3 2024: $455.1MQ4 2024: $864.8MQ1 2025: $987.8MQ2 2025: $1.08BQ3 2025: $1.31BQ4 2025: $1.46BQ1 2026: $990.9MQ2 2026: $992.7M
Institutions holding CCB and their total value by quarter
QuarterHoldersValue
Q2 2026194$992.7M
Q1 2026183$990.9M
Q4 2025208$1.46B
Q3 2025186$1.31B
Q2 2025177$1.08B
Q1 2025177$987.8M
Q4 2024170$864.8M
Q3 2024146$455.1M
Q2 2024125$373.1M
Q1 2024119$307.9M
Q4 2023116$356.6M
Q3 2023117$333.5M
Q2 2023109$290.4M
Q1 2023124$277.7M
Q4 2022129$364.4M
Q3 2022114$294.0M
Q2 2022104$302.4M
Q1 2022111$335.6M
Q4 202199$378.5M
Q3 202179$205.9M
Q2 202169$184.3M
Q1 202171$162.0M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Coastal Financial Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding CCB in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Meeder Asset Management Inc120$3.00K0.00%––
IMA Wealth, Inc.207$5.00K0.00%––
Bank of Montreal264$7.00K0.00%––
ClariVest Asset Management LLC355$9.00K0.00%––
Ameritas Investment Partners, Inc.530$14.0K0.00%––
Lazard Asset Management LLC561$14.0K0.00%––
Citigroup Inc603$16.0K0.00%––
Nisa Investment Advisors, LLC600$16.0K0.00%––
Mesirow Financial Investment Management, Inc.704$18.0K0.05%––
Tower Research Capital LLC (TRC)672$18.0K0.00%––
Legal & General Group Plc841$22.0K0.00%––
American Portfolios Advisors1,139$29.9K0.00%––
Captrust Financial Advisors1,572$41.0K0.00%––
International Assets Investment Management, LLC2,408$51.0K0.00%––
UBS Group AG2,206$58.0K0.00%––
BNP Paribas Arbitrage, SA3,706$97.2K0.00%––
Tradewinds Capital Management, LLC4,105$108.0K0.02%––
American International Group, Inc.5,298$139.0K0.00%––
Royal Bank of Canada6,573$172.0K0.00%––
First Horizon Corp6,936$181.0K0.02%––
New York State Common Retirement Fund7,479$196.0K0.00%––
Barclays PLC7,597$199.0K0.00%––
MML Investors Services, LLC8,001$210.0K0.00%––
Intrust Bank NA8,911$233.0K0.03%––
Tiedemann Advisors, LLC9,320$244.0K0.01%––
Victory Capital Management Inc9,837$258.0K0.00%––
Advisor Group Holdings, Inc.9,831$258.0K0.00%––
Bank of America Corp11,216$294.0K0.00%––
Parallel Advisors, LLC11,861$311.0K0.01%––
Grandeur Peak Global Advisors, LLC12,400$325.0K0.02%––
Rhumbline Advisers12,840$337.0K0.00%––
California State Teachers Retirement System13,742$360.0K0.00%––
Nuveen Asset Management, LLC14,377$377.0K0.00%––
First Bank & Trust14,395$377.0K0.19%––
Acadian Asset Management LLC14,398$378.0K0.00%––
Wells Fargo & Company15,625$411.0K0.00%––
Deutsche Bank AG15,679$411.0K0.00%––
JCSD Capital, LLC18,700$490.0K0.51%––
Russell Investments Group, Ltd.19,044$498.0K0.00%––
Morgan Stanley20,263$531.0K0.00%––
Charles Schwab Investment Management Inc22,441$589.0K0.00%––
Bank of New York Mellon Corp24,050$631.0K0.00%––
JPMorgan Chase & Co28,045$735.0K0.00%––
Panagora Asset Management Inc35,388$928.0K0.01%––
TownSquare Capital, LLC40,259$1.06M0.04%––
Truist Financial Corp41,108$1.08M0.00%––
Gabelli & Co Investment Advisers, Inc.44,000$1.15M0.14%––
Putnam Investments LLC49,886$1.31M0.00%––
Dimensional Fund Advisors LP53,287$1.40M0.00%––
Maltese Capital Management LLC55,300$1.45M0.19%––
EAM Investors, LLC55,854$1.46M0.22%––
Renaissance Technologies LLC58,877$1.54M0.00%––
Banc Funds Co LLC59,672$1.56M0.12%––
Raymond James & Associates70,924$1.86M0.00%––
Stifel Financial Corp75,000$1.97M0.00%––
Advisors Capital Management, LLC77,949$2.04M0.07%––
Envestnet Asset Management Inc80,387$2.11M0.00%––
Northern Trust Corp89,763$2.35M0.00%––
Harbour Investment Management LLC100,866$2.65M1.41%––
Alliancebernstein L.P.102,197$2.68M0.00%––
Carlson Capital Management119,398$3.13M0.54%––
Geode Capital Management, LLC148,760$3.90M0.00%––
State Street Corp160,260$4.20M0.00%––
Hunter Perkins Capital Management, LLC203,625$5.34M1.09%––
Kennedy Capital Management, Inc.216,986$5.69M0.11%––
Vanguard Group Inc382,532$10.0M0.00%––
BlackRock Inc.517,905$13.6M0.00%––
Manufacturers Life Insurance Company, The594,657$15.6M0.01%––
Endeavour Capital Advisors Inc713,742$18.7M2.31%––
FJ Capital Management LLC780,000$20.5M1.70%––
EJF Capital LLC882,634$23.1M1.67%––