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 2021
Institutional positions in Coastal Financial Corp as of Jun 30, 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
- 69
- −2 vs. Q1 2021
- Shares held
- 6.45M
- +271.8K (+4.4%) vs. Q1 2021
- Total value
- $184.3M
- +$22.2M (+13.7%) vs. Q1 2021
- New holders
- 4
- 25 more added
- Sold out
- 6
- 27 more reduced
Compare with Q1 2021: 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 | $990.9M |
| Q4 2025 | 208 | $1.46B |
| Q3 2025 | 186 | $1.31B |
| Q2 2025 | 177 | $1.08B |
| Q1 2025 | 177 | $987.8M |
| Q4 2024 | 170 | $864.8M |
| Q3 2024 | 146 | $455.1M |
| Q2 2024 | 125 | $373.1M |
| Q1 2024 | 119 | $307.9M |
| Q4 2023 | 116 | $356.6M |
| 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 | $378.5M |
| Q3 2021 | 79 | $205.9M |
| Q2 2021 | 69 | $184.3M |
| Q1 2021 | 71 | $162.0M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Coastal Financial Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| EJF Capital LLC | 882,634 | $25.2M | 2.26% | 00.0% | Unchanged |
| FJ Capital Management LLC | 737,000 | $21.1M | 1.76% | −43,000−5.5% | Reduced |
| Endeavour Capital Advisors Inc | 713,742 | $20.4M | 2.60% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 611,491 | $17.5M | 0.01% | +16,834+2.8% | Added |
| BlackRock Inc. | 493,621 | $14.1M | 0.00% | −24,284−4.7% | Reduced |
| Vanguard Group Inc | 428,463 | $12.2M | 0.00% | +45,931+12.0% | Added |
| Brinker Capital Investments, LLC | 352,227 | $10.1M | 0.13% | +352,227 | New |
| Kennedy Capital Management, Inc. | 225,166 | $6.43M | 0.14% | +8,180+3.8% | Added |
| Geode Capital Management, LLC | 158,417 | $4.52M | 0.00% | +9,657+6.5% | Added |
| State Street Corp | 152,339 | $4.35M | 0.00% | −7,921−4.9% | Reduced |
| Hunter Perkins Capital Management, LLC | 151,675 | $4.33M | 0.81% | −51,950−25.5% | Reduced |
| Carlson Capital Management | 119,398 | $3.41M | 0.48% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 100,866 | $2.88M | 1.44% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 97,609 | $2.79M | 0.00% | −4,588−4.5% | Reduced |
| Advisors Capital Management, LLC | 92,635 | $2.65M | 0.08% | +14,686+18.8% | Added |
| Northern Trust Corp | 91,514 | $2.61M | 0.00% | +1,751+2.0% | Added |
| Envestnet Asset Management Inc | 76,748 | $2.19M | 0.00% | −3,639−4.5% | Reduced |
| Stifel Financial Corp | 75,000 | $2.14M | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 69,611 | $1.99M | 0.00% | −1,313−1.9% | Reduced |
| Dimensional Fund Advisors LP | 60,201 | $1.72M | 0.00% | +6,914+13.0% | Added |
| Banc Funds Co LLC | 59,672 | $1.70M | 0.13% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 59,474 | $1.70M | 0.00% | +597+1.0% | Added |
| Maltese Capital Management LLC | 55,400 | $1.58M | 0.25% | +100+0.2% | Added |
| Putnam Investments LLC | 53,872 | $1.54M | 0.00% | +3,986+8.0% | Added |
| TownSquare Capital, LLC | 51,049 | $1.43M | 0.05% | +10,790+26.8% | Added |
| Truist Financial Corp | 37,606 | $1.07M | 0.00% | −3,502−8.5% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 37,000 | $1.06M | 0.12% | −7,000−15.9% | Reduced |
| Panagora Asset Management Inc | 34,623 | $989.0K | 0.01% | −765−2.2% | Reduced |
| EAM Investors, LLC | 34,270 | $979.0K | 0.15% | −21,584−38.6% | Reduced |
| Nuveen Asset Management, LLC | 29,286 | $837.0K | 0.00% | +14,909+103.7% | Added |
| Charles Schwab Investment Management Inc | 23,434 | $670.0K | 0.00% | +993+4.4% | Added |
| Bank of New York Mellon Corp | 21,883 | $625.0K | 0.00% | −2,167−9.0% | Reduced |
| JPMorgan Chase & Co | 21,268 | $608.0K | 0.00% | −6,777−24.2% | Reduced |
| JCSD Capital, LLC | 19,512 | $557.0K | 0.52% | +812+4.3% | Added |
| Mendon Capital Advisors Corp | 16,481 | $471.0K | 0.17% | +16,481 | New |
| Deutsche Bank AG | 15,500 | $442.0K | 0.00% | −179−1.1% | Reduced |
| First Bank & Trust | 14,532 | $415.0K | 0.20% | +137+1.0% | Added |
| California State Teachers Retirement System | 13,007 | $371.0K | 0.00% | −735−5.3% | Reduced |
| Grandeur Peak Global Advisors, LLC | 12,400 | $354.0K | 0.02% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 11,883 | $339.0K | 0.00% | −2,515−17.5% | Reduced |
| Parallel Advisors, LLC | 11,795 | $337.0K | 0.01% | −66−0.6% | Reduced |
| Millennium Management LLC | 10,590 | $302.0K | 0.00% | +10,590 | New |
| Russell Investments Group, Ltd. | 10,290 | $293.0K | 0.00% | −8,754−46.0% | Reduced |
| Intrust Bank NA | 10,227 | $292.0K | 0.04% | +1,316+14.8% | Added |
| Advisor Group Holdings, Inc. | 10,133 | $289.0K | 0.00% | +302+3.1% | Added |
| Rhumbline Advisers | 9,106 | $260.0K | 0.00% | −3,734−29.1% | Reduced |
| MML Investors Services, LLC | 9,062 | $259.0K | 0.00% | +1,061+13.3% | Added |
| Victory Capital Management Inc | 8,323 | $238.0K | 0.00% | −1,514−15.4% | Reduced |
| First Horizon Corp | 8,123 | $231.0K | 0.02% | +1,187+17.1% | Added |
| New York State Common Retirement Fund | 7,552 | $216.0K | 0.00% | +73+1.0% | Added |
| Captrust Financial Advisors | 7,411 | $212.0K | 0.00% | +5,839+371.4% | Added |
| Tiedemann Advisors, LLC | 7,270 | $208.0K | 0.01% | −2,050−22.0% | Reduced |
| Royal Bank of Canada | 6,348 | $182.0K | 0.00% | −225−3.4% | Reduced |
| American International Group, Inc. | 5,302 | $151.0K | 0.00% | +4+0.1% | Added |
| Tradewinds Capital Management, LLC | 4,105 | $117.0K | 0.02% | 00.0% | Unchanged |
| Morgan Stanley | 3,655 | $104.0K | 0.00% | −16,608−82.0% | Reduced |
| Bank of America Corp | 1,915 | $55.0K | 0.00% | −9,301−82.9% | Reduced |
| Dorsey Wright & Associates | 1,460 | $42.0K | 0.01% | +1,460 | New |
| Barclays PLC | 1,225 | $35.0K | 0.00% | −6,372−83.9% | Reduced |
| American Portfolios Advisors | 1,168 | $33.4K | 0.00% | +29+2.5% | Added |
| Tower Research Capital LLC (TRC) | 1,005 | $29.0K | 0.00% | +333+49.6% | Added |
| Legal & General Group Plc | 889 | $25.0K | 0.00% | +48+5.7% | Added |
| Nisa Investment Advisors, LLC | 600 | $17.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 561 | $16.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 530 | $15.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 450 | $13.0K | 0.00% | −153−25.4% | Reduced |
| ClariVest Asset Management LLC | 355 | $10.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 304 | $8.68K | 0.00% | −3,402−91.8% | Reduced |
| IMA Wealth, Inc. | 207 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 0 | $0 | 0.00% | −15,625−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −2,206−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −2,408−100.0% | Sold out |
| Mesirow Financial Investment Management, Inc. | 0 | $0 | 0.00% | −704−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −264−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −120−100.0% | Sold out |