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, Q4 2022
Institutional positions in Coastal Financial Corp as of Dec 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
- 129
- +16 vs. Q3 2022
- Shares held
- 7.68M
- +311.3K (+4.2%) vs. Q3 2022
- Total value
- $364.4M
- +$70.4M (+23.9%) vs. Q3 2022
- New holders
- 27
- 43 more added
- Sold out
- 11
- 37 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Coastal Financial Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 5 | $238 | 0.00% | +5 | New |
| Nisa Investment Advisors, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Quadrant Capital Group LLC | 50 | $2.38K | 0.00% | +24+92.3% | Added |
| Signaturefd, LLC | 111 | $5.28K | 0.00% | +39+54.2% | Added |
| FMR LLC | 172 | $8.17K | 0.00% | −11−6.0% | Reduced |
| IMA Wealth, Inc. | 207 | $9.84K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 230 | $11.0K | 0.01% | +230 | New |
| Manchester Capital Management LLC | 246 | $11.7K | 0.00% | +246 | New |
| Citigroup Inc | 389 | $18.5K | 0.00% | +230+144.7% | Added |
| Tower Research Capital LLC (TRC) | 422 | $20.0K | 0.00% | −1,106−72.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 575 | $27.3K | 0.00% | −13−2.2% | Reduced |
| Metropolitan Life Insurance Co | 641 | $30.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 740 | $32.0K | 0.00% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 933 | $44.3K | 0.01% | +933 | New |
| BNP Paribas Arbitrage, SA | 1,327 | $63.1K | 0.00% | −326−19.7% | Reduced |
| Amalgamated Bank | 1,679 | $80.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,795 | $85.3K | 0.01% | +1,795 | New |
| Lazard Asset Management LLC | 2,039 | $96.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,117 | $100.6K | 0.00% | +2,117 | New |
| Certified Advisory Corp | 11,298 | $142.8K | 0.03% | +11,298 | New |
| First Horizon Advisors, Inc. | 3,053 | $145.1K | 0.01% | −1,888−38.2% | Reduced |
| UBS Group AG | 3,328 | $158.1K | 0.00% | +3,328 | New |
| Wells Fargo & Company | 3,461 | $164.5K | 0.00% | +13+0.4% | Added |
| Barclays PLC | 3,881 | $184.4K | 0.00% | +748+23.9% | Added |
| Tradewinds Capital Management, LLC | 4,005 | $190.3K | 0.09% | 00.0% | Unchanged |
| Legal & General Group Plc | 4,120 | $195.8K | 0.00% | +2,892+235.5% | Added |
| Voya Investment Management LLC | 4,295 | $204.1K | 0.00% | +4,295 | New |
| Janus Henderson Group PLC | 4,333 | $205.8K | 0.00% | +4,333 | New |
| Royal Bank of Canada | 4,358 | $207.0K | 0.00% | +1,431+48.9% | Added |
| Russell Investments Group, Ltd. | 4,800 | $228.1K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 4,933 | $234.4K | 0.00% | −19−0.4% | Reduced |
| Laird Norton Trust Company, LLC | 5,000 | $237.6K | 0.03% | +5,000 | New |
| Deutsche Bank AG | 5,073 | $241.1K | 0.00% | +72+1.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,100 | $241.8K | 0.03% | +5,100 | New |
| Bank of Nova Scotia | 5,271 | $250.5K | 0.00% | +5,271 | New |
| Ashton Thomas Private Wealth, LLC | 5,279 | $250.9K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 5,321 | $252.9K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 5,396 | $256.4K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 5,425 | $257.8K | 0.00% | −640−10.6% | Reduced |
| Occudo Quantitative Strategies LP | 5,747 | $273.1K | 0.03% | +5,747 | New |
| AQR Capital Management LLC | 5,753 | $273.4K | 0.00% | +54+0.9% | Added |
| MML Investors Services, LLC | 5,843 | $278.0K | 0.00% | −263−4.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,840 | $278.0K | 0.03% | +5,840 | New |
| Evergreen Capital Management LLC | 6,021 | $286.1K | 0.01% | +150+2.6% | Added |
| UBS Asset Management Americas Inc | 6,100 | $289.9K | 0.00% | +6,100 | New |
| Cubist Systematic Strategies, LLC | 6,841 | $325.1K | 0.00% | −8,243−54.6% | Reduced |
| Algert Global LLC | 7,180 | $341.2K | 0.02% | +1,210+20.3% | Added |
| New York State Common Retirement Fund | 7,567 | $359.6K | 0.00% | −6−0.1% | Reduced |
| Summit Global Investments | 8,300 | $394.0K | 0.03% | +2,600+45.6% | Added |
| Credit Suisse AG | 9,068 | $430.9K | 0.00% | +9,009+15,269.5% | Added |
| Parallel Advisors, LLC | 9,217 | $438.0K | 0.02% | −193−2.1% | Reduced |
| Jump Financial, LLC | 9,400 | $446.7K | 0.02% | −378−3.9% | Reduced |
| D. E. Shaw & Co., Inc. | 9,568 | $454.7K | 0.00% | +9,568 | New |
| Prelude Capital Management, LLC | 9,874 | $469.2K | 0.03% | −1,164−10.5% | Reduced |
| Mesirow Financial Investment Management, Inc. | 9,882 | $469.6K | 1.97% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 9,965 | $473.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 10,697 | $508.3K | 0.00% | −41−0.4% | Reduced |
| Advisor Group Holdings, Inc. | 10,728 | $509.5K | 0.00% | +183+1.7% | Added |
| Marshall Wace, LLP | 11,341 | $538.9K | 0.00% | −39,481−77.7% | Reduced |
| Citadel Advisors LLC | 12,348 | $586.8K | 0.00% | −45,185−78.5% | Reduced |
| Intrust Bank NA | 12,960 | $615.9K | 0.09% | +64+0.5% | Added |
| Goldman Sachs Group Inc | 13,202 | $627.4K | 0.00% | −23,032−63.6% | Reduced |
| Rhumbline Advisers | 13,319 | $633.0K | 0.00% | +368+2.8% | Added |
| California State Teachers Retirement System | 13,731 | $652.5K | 0.00% | +9,614+233.5% | Added |
| Jacobs Levy Equity Management, Inc | 13,851 | $658.2K | 0.00% | +621+4.7% | Added |
| Hillsdale Investment Management Inc. | 14,500 | $689.0K | 0.06% | +14,500 | New |
| Federated Hermes, Inc. | 16,244 | $771.9K | 0.00% | +16,109+11,932.6% | Added |
| Cox Capital Mgt LLC | 16,472 | $782.7K | 0.51% | +16,472 | New |
| Truist Financial Corp | 16,562 | $787.0K | 0.00% | −4,276−20.5% | Reduced |
| Madrona Financial Services, LLC | 17,000 | $807.8K | 0.46% | 00.0% | Unchanged |
| River Oaks Capital LLC | 18,000 | $855.0K | 0.97% | 00.0% | Unchanged |
| Prudential Financial Inc | 18,455 | $877.0K | 0.00% | +1,820+10.9% | Added |
| Quadrature Capital Ltd | 18,593 | $881.9K | 0.03% | +3,230+21.0% | Added |
| Quent Capital, LLC | 19,189 | $911.9K | 0.17% | +700+3.8% | Added |
| Toth Financial Advisory Corp | 19,395 | $921.6K | 0.15% | +6,095+45.8% | Added |
| American Century Companies Inc | 19,547 | $928.9K | 0.00% | +19,547 | New |
| DFPG Investments, LLC | 20,988 | $946.1K | 0.16% | +20,988 | New |
| First Bank & Trust | 22,052 | $1.05M | 0.29% | −2,776−11.2% | Reduced |
| EAM Investors, LLC | 23,447 | $1.11M | 0.23% | +23,447 | New |
| Swiss National Bank | 26,565 | $1.26M | 0.00% | +26,565 | New |
| Charles Schwab Investment Management Inc | 27,621 | $1.31M | 0.00% | +934+3.5% | Added |
| Renaissance Technologies LLC | 32,574 | $1.55M | 0.00% | −32,800−50.2% | Reduced |
| EAM Global Investors LLC | 34,541 | $1.64M | 0.42% | +34,541 | New |
| Los Angeles Capital Management LLC | 36,516 | $1.74M | 0.01% | +28,660+364.8% | Added |
| First Trust Advisors LP | 36,718 | $1.74M | 0.00% | +3,865+11.8% | Added |
| Banc Funds Co LLC | 37,022 | $1.76M | 0.16% | −46,900−55.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 37,100 | $1.76M | 0.01% | +37,100 | New |
| Nicholas Investment Partners, LP | 39,661 | $1.88M | 0.17% | 00.0% | Unchanged |
| Morgan Stanley | 39,998 | $1.90M | 0.00% | +10,027+33.5% | Added |
| PMC FIG Opportunities LLC | 42,500 | $2.02M | 10.04% | −10,000−19.0% | Reduced |
| Jacobs Asset Management, LLC | 45,000 | $2.14M | 1.04% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 45,095 | $2.14M | 0.00% | +5,143+12.9% | Added |
| Grandeur Peak Global Advisors, LLC | 45,628 | $2.17M | 0.13% | +1,403+3.2% | Added |
| Envestnet Asset Management Inc | 46,833 | $2.23M | 0.00% | −6,035−11.4% | Reduced |
| Two Sigma Advisers, LP | 48,900 | $2.32M | 0.01% | −2,933−5.7% | Reduced |
| Nuveen Asset Management, LLC | 48,900 | $2.32M | 0.00% | −9,460−16.2% | Reduced |
| Two Sigma Investments, LP | 49,670 | $2.36M | 0.01% | +1,139+2.3% | Added |
| Victory Capital Management Inc | 53,017 | $2.52M | 0.00% | −45,161−46.0% | Reduced |