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, Q3 2022
Institutional positions in Coastal Financial Corp as of Sep 30, 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
- 114
- +11 vs. Q2 2022
- Shares held
- 7.37M
- −392.6K (−5.1%) vs. Q2 2022
- Total value
- $294.0M
- −$8.31M (−2.7%) vs. Q2 2022
- New holders
- 15
- 39 more added
- Sold out
- 4
- 33 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding Coastal Financial Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| RMB Capital Management, LLC | 150,000 | $5.96M | 0.22% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 160,899 | $6.39M | 0.00% | +24,801+18.2% | Added |
| State Street Corp | 174,868 | $6.95M | 0.00% | +451+0.3% | Added |
| Brinker Capital Investments, LLC | 178,670 | $7.10M | 0.15% | −65,809−26.9% | Reduced |
| Advisors Capital Management, LLC | 147,100 | $7.12M | 0.19% | −366−0.2% | Reduced |
| Geode Capital Management, LLC | 185,735 | $7.38M | 0.00% | +6,384+3.6% | Added |
| Alliancebernstein L.P. | 213,059 | $8.47M | 0.00% | +12,081+6.0% | Added |
| Kennedy Capital Management, Inc. | 220,896 | $8.78M | 0.26% | −1,548−0.7% | Reduced |
| EJF Capital LLC | 292,549 | $11.6M | 2.28% | −148,141−33.6% | Reduced |
| Vanguard Group Inc | 532,278 | $21.2M | 0.00% | +1,269+0.2% | Added |
| T. Rowe Price Investment Management, Inc. | 609,085 | $24.2M | 0.02% | +609,085 | New |
| BlackRock Inc. | 639,387 | $25.4M | 0.00% | +8,969+1.4% | Added |
| Manufacturers Life Insurance Company, The | 646,026 | $25.7M | 0.02% | −24,385−3.6% | Reduced |
| Endeavour Capital Advisors Inc | 730,525 | $29.0M | 6.71% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −566,986−100.0% | Sold out |
| HighTower Trust Services, LTA | 0 | $0 | 0.00% | −278,541−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −8,617−100.0% | Sold out |
| Dorsey Wright & Associates | – | – | – | – | Not filed |