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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.

Q4 2022 vs. Q3 2022

How the institutions holding Coastal Financial Corp changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of CCB: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders1141129+16
Shares7.37M4837.68M+311.3K (+4.2%)
Value$294.0M$19.2K$364.4M+$70.4M (+23.9%)

1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (27)

Institutions that held Coastal Financial Corp at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to CCB in Q4 2022
InstitutionSharesValue% of portfolio
GW&K Investment Management, LLC146,014$6.94M0.07%
Healthcare of Ontario Pension Plan Trust Fund37,100$1.76M0.01%
EAM Global Investors LLC34,541$1.64M0.42%
Swiss National Bank26,565$1.26M0.00%
EAM Investors, LLC23,447$1.11M0.23%
DFPG Investments, LLC20,988$946.1K0.16%
American Century Companies Inc19,547$928.9K0.00%
Cox Capital Mgt LLC16,472$782.7K0.51%
Hillsdale Investment Management Inc.14,500$689.0K0.06%
D. E. Shaw & Co., Inc.9,568$454.7K0.00%
UBS Asset Management Americas Inc6,100$289.9K0.00%
Dynamic Technology Lab Private Ltd5,840$278.0K0.03%
Occudo Quantitative Strategies LP5,747$273.1K0.03%
Bank of Nova Scotia5,271$250.5K0.00%
Livforsakringsbolaget Skandia, Omsesidigt5,100$241.8K0.03%
Laird Norton Trust Company, LLC5,000$237.6K0.03%
Janus Henderson Group PLC4,333$205.8K0.00%
Voya Investment Management LLC4,295$204.1K0.00%
UBS Group AG3,328$158.1K0.00%
Certified Advisory Corp11,298$142.8K0.03%
GWM Advisors LLC2,117$100.6K0.00%
Quantbot Technologies LP1,795$85.3K0.01%
Dorsey Wright & Associates933$44.3K0.01%
Manchester Capital Management LLC246$11.7K0.00%
MBM Wealth Consultants, LLC230$11.0K0.01%
Nisa Investment Advisors, LLC11$1.00K0.00%
Advisory Services Network, LLC5$2380.00%

Sold out (11)

Institutions that held Coastal Financial Corp at the end of Q3 2022 and filed for Q4 2022 without it.

Not filed for Q4 2022 yet (1)

Institutions that held Coastal Financial Corp at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CCB in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
American Portfolios Advisors483$19.2K