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 2022
Institutional positions in Coastal Financial Corp as of Mar 31, 2022. 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
- 111
- +13 vs. Q4 2021
- Shares held
- 7.34M
- −27.4K (−0.4%) vs. Q4 2021
- Total value
- $335.6M
- −$37.1M (−10.0%) vs. Q4 2021
- New holders
- 20
- 40 more added
- Sold out
- 7
- 33 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Coastal Financial Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 83 | $4.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 77 | $4.00K | 0.00% | +77 | New |
| Point72 Hong Kong Ltd | 138 | $6.00K | 0.00% | +138 | New |
| Federated Hermes, Inc. | 146 | $7.00K | 0.00% | +146 | New |
| Aquatic Capital Management LLC | 200 | $9.00K | 0.01% | −100−33.3% | Reduced |
| IMA Wealth, Inc. | 207 | $9.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 225 | $10.0K | 0.00% | −130−36.6% | Reduced |
| Citigroup Inc | 389 | $18.0K | 0.00% | −1,853−82.6% | Reduced |
| Nisa Investment Advisors, LLC | 420 | $19.0K | 0.00% | −180−30.0% | Reduced |
| American Portfolios Advisors | 579 | $26.5K | 0.00% | −755−56.6% | Reduced |
| Metropolitan Life Insurance Co | 641 | $29.3K | 0.00% | −1,959−75.3% | Reduced |
| Ameritas Investment Partners, Inc. | 740 | $34.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,017 | $46.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,004 | $46.0K | 0.00% | +115+12.9% | Added |
| Amalgamated Bank | 1,414 | $65.0K | 0.00% | +1,414 | New |
| Amalgamated Financial Corp. | 1,414 | $65.0K | 0.00% | +1,414 | New |
| Dorsey Wright & Associates | 1,615 | $74.0K | 0.02% | −217−11.8% | Reduced |
| Barclays PLC | 1,651 | $76.0K | 0.00% | −9,834−85.6% | Reduced |
| Prospera Financial Services Inc | 1,660 | $76.0K | 0.00% | +1,660 | New |
| Wells Fargo & Company | 2,268 | $104.0K | 0.00% | −3,145−58.1% | Reduced |
| UBS Group AG | 2,618 | $120.0K | 0.00% | −308−10.5% | Reduced |
| Royal Bank of Canada | 3,839 | $176.0K | 0.00% | −1,085−22.0% | Reduced |
| US Bancorp | 3,925 | $180.0K | 0.00% | +3,549+943.9% | Added |
| Tradewinds Capital Management, LLC | 4,155 | $190.0K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,254 | $194.0K | 0.00% | +3,876+1,025.4% | Added |
| California State Teachers Retirement System | 4,363 | $200.0K | 0.00% | −745−14.6% | Reduced |
| FirstPurpose Wealth LLC | 4,598 | $210.0K | 0.16% | +4,598 | New |
| Russell Investments Group, Ltd. | 4,800 | $218.0K | 0.00% | +3,774+367.8% | Added |
| Laird Norton Trust Company, LLC | 5,000 | $228.0K | 0.02% | 00.0% | Unchanged |
| American International Group, Inc. | 5,044 | $231.0K | 0.00% | +15+0.3% | Added |
| Tiedemann Advisors, LLC | 5,270 | $241.0K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 5,279 | $241.5K | 0.02% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 5,279 | $242.0K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 5,396 | $246.9K | 0.00% | +1,959+57.0% | Added |
| Deutsche Bank AG | 5,397 | $247.0K | 0.00% | −437−7.5% | Reduced |
| Captrust Financial Advisors | 5,509 | $252.0K | 0.00% | −1,791−24.5% | Reduced |
| AQR Capital Management LLC | 5,699 | $261.0K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 5,700 | $261.0K | 0.01% | +5,700 | New |
| BNP Paribas Arbitrage, SA | 5,887 | $269.3K | 0.00% | −258−4.2% | Reduced |
| First Trust Advisors LP | 6,119 | $280.0K | 0.00% | +545+9.8% | Added |
| First Horizon Advisors, Inc. | 7,174 | $328.0K | 0.02% | +89+1.3% | Added |
| New York State Common Retirement Fund | 7,566 | $346.0K | 0.00% | +9+0.1% | Added |
| MML Investors Services, LLC | 7,836 | $358.0K | 0.00% | −348−4.3% | Reduced |
| Bank of America Corp | 7,867 | $359.0K | 0.00% | +1,334+20.4% | Added |
| Cubist Systematic Strategies, LLC | 8,024 | $367.0K | 0.00% | +8,024 | New |
| Man Group plc | 9,800 | $448.0K | 0.00% | +9,800 | New |
| Rhumbline Advisers | 9,816 | $449.0K | 0.00% | +370+3.9% | Added |
| Mesirow Financial Investment Management, Inc. | 9,909 | $453.0K | 1.53% | +9,909 | New |
| Intrust Bank NA | 11,562 | $529.0K | 0.07% | +872+8.2% | Added |
| Parallel Advisors, LLC | 11,596 | $537.0K | 0.02% | −199−1.7% | Reduced |
| First Bank & Trust | 11,899 | $545.0K | 0.17% | −1,185−9.1% | Reduced |
| Prelude Capital Management, LLC | 12,146 | $556.0K | 0.03% | +4,433+57.5% | Added |
| Gabelli & Co Investment Advisers, Inc. | 12,500 | $572.0K | 0.07% | −3,500−21.9% | Reduced |
| Millennium Management LLC | 13,471 | $616.0K | 0.00% | +13,471 | New |
| Citadel Advisors LLC | 13,752 | $629.0K | 0.00% | +13,752 | New |
| Morgan Stanley | 14,066 | $644.0K | 0.00% | +9,013+178.4% | Added |
| Advisor Group Holdings, Inc. | 14,588 | $667.0K | 0.00% | +3,519+31.8% | Added |
| River Oaks Capital LLC | 14,802 | $677.0K | 0.66% | 00.0% | Unchanged |
| Madrona Financial Services, LLC | 17,000 | $739.0K | 0.36% | 00.0% | Unchanged |
| Prudential Financial Inc | 16,875 | $772.0K | 0.00% | +16,875 | New |
| Quent Capital, LLC | 18,489 | $846.0K | 0.16% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 18,949 | $867.0K | 0.00% | −13,105−40.9% | Reduced |
| Engineers Gate Manager LP | 19,421 | $889.0K | 0.03% | +19,421 | New |
| Acadian Asset Management LLC | 22,888 | $1.05M | 0.00% | +9,795+74.8% | Added |
| Charles Schwab Investment Management Inc | 26,393 | $1.21M | 0.00% | +1,159+4.6% | Added |
| Nicholas Investment Partners, LP | 27,796 | $1.27M | 0.09% | +27,796 | New |
| Goldman Sachs Group Inc | 29,327 | $1.34M | 0.00% | +24,318+485.5% | Added |
| EAM Global Investors LLC | 29,660 | $1.36M | 0.25% | −9,081−23.4% | Reduced |
| Nuveen Asset Management, LLC | 29,036 | $1.37M | 0.00% | +7,894+37.3% | Added |
| Panagora Asset Management Inc | 34,112 | $1.56M | 0.01% | −474−1.4% | Reduced |
| Truist Financial Corp | 34,638 | $1.58M | 0.00% | −638−1.8% | Reduced |
| Bank of New York Mellon Corp | 39,305 | $1.80M | 0.00% | +1,133+3.0% | Added |
| John W. Rosenthal Capital Management, Inc. | 40,750 | $1.82M | 1.43% | +40,750 | New |
| Grandeur Peak Global Advisors, LLC | 44,158 | $2.02M | 0.10% | +19,152+76.6% | Added |
| FJ Capital Management LLC | 44,530 | $2.04M | 0.17% | −5,470−10.9% | Reduced |
| Hennessy Advisors Inc | 45,000 | $2.06M | 0.11% | +15,000+50.0% | Added |
| Two Sigma Investments, LP | 46,330 | $2.12M | 0.01% | +28,744+163.4% | Added |
| PMC FIG Opportunities LLC | 46,500 | $2.13M | 9.20% | +46,500 | New |
| Marshall Wace, LLP | 47,679 | $2.18M | 0.00% | +47,679 | New |
| Two Sigma Advisers, LP | 49,500 | $2.27M | 0.01% | +39,100+376.0% | Added |
| Employees Retirement System of Texas | 50,000 | $2.29M | 0.03% | 00.0% | Unchanged |
| Invesco Ltd. | 51,285 | $2.35M | 0.00% | +12,121+30.9% | Added |
| EAM Investors, LLC | 52,371 | $2.40M | 0.45% | −8,718−14.3% | Reduced |
| TownSquare Capital, LLC | 65,229 | $2.98M | 0.08% | +1,426+2.2% | Added |
| Raymond James & Associates | 68,513 | $3.13M | 0.00% | +13,902+25.5% | Added |
| Envestnet Asset Management Inc | 73,079 | $3.34M | 0.00% | +1,219+1.7% | Added |
| Stifel Financial Corp | 75,000 | $3.43M | 0.00% | 00.0% | Unchanged |
| JCSD Capital, LLC | 75,475 | $3.45M | 3.40% | +2,000+2.7% | Added |
| Boothbay Fund Management, LLC | 80,000 | $3.66M | 0.12% | +80,000 | New |
| Renaissance Technologies LLC | 80,274 | $3.67M | 0.00% | +31,100+63.2% | Added |
| Northern Trust Corp | 87,310 | $3.99M | 0.00% | +2,263+2.7% | Added |
| Banc Funds Co LLC | 91,922 | $4.21M | 0.33% | 00.0% | Unchanged |
| Victory Capital Management Inc | 96,472 | $4.24M | 0.00% | +47,376+96.5% | Added |
| Putnam Investments LLC | 96,691 | $4.42M | 0.01% | +7,619+8.6% | Added |
| Dimensional Fund Advisors LP | 98,502 | $4.51M | 0.00% | +17,862+22.2% | Added |
| Harbour Investment Management LLC | 103,221 | $4.72M | 2.30% | −2,000−1.9% | Reduced |
| Carlson Capital Management | 116,666 | $5.34M | 0.45% | −2,732−2.3% | Reduced |
| Alliancebernstein L.P. | 129,164 | $5.91M | 0.00% | +4,355+3.5% | Added |
| Advisors Capital Management, LLC | 133,133 | $6.09M | 0.17% | +8,565+6.9% | Added |
| Mendon Capital Advisors Corp | 150,000 | $6.86M | 2.27% | 00.0% | Unchanged |