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 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 4,295 | $204.1K | 0.00% | +4,295 | New |
| Legal & General Group Plc | 4,120 | $195.8K | 0.00% | +2,892+235.5% | Added |
| Tradewinds Capital Management, LLC | 4,005 | $190.3K | 0.09% | 00.0% | Unchanged |
| Barclays PLC | 3,881 | $184.4K | 0.00% | +748+23.9% | Added |
| Wells Fargo & Company | 3,461 | $164.5K | 0.00% | +13+0.4% | Added |
| UBS Group AG | 3,328 | $158.1K | 0.00% | +3,328 | New |
| First Horizon Advisors, Inc. | 3,053 | $145.1K | 0.01% | −1,888−38.2% | Reduced |
| Certified Advisory Corp | 11,298 | $142.8K | 0.03% | +11,298 | New |
| GWM Advisors LLC | 2,117 | $100.6K | 0.00% | +2,117 | New |
| Lazard Asset Management LLC | 2,039 | $96.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,795 | $85.3K | 0.01% | +1,795 | New |
| Amalgamated Bank | 1,679 | $80.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,327 | $63.1K | 0.00% | −326−19.7% | Reduced |
| Dorsey Wright & Associates | 933 | $44.3K | 0.01% | +933 | New |
| Ameritas Investment Partners, Inc. | 740 | $32.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 641 | $30.5K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 575 | $27.3K | 0.00% | −13−2.2% | Reduced |
| Tower Research Capital LLC (TRC) | 422 | $20.0K | 0.00% | −1,106−72.4% | Reduced |
| Citigroup Inc | 389 | $18.5K | 0.00% | +230+144.7% | Added |
| Manchester Capital Management LLC | 246 | $11.7K | 0.00% | +246 | New |
| MBM Wealth Consultants, LLC | 230 | $11.0K | 0.01% | +230 | New |
| IMA Wealth, Inc. | 207 | $9.84K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 172 | $8.17K | 0.00% | −11−6.0% | Reduced |
| Signaturefd, LLC | 111 | $5.28K | 0.00% | +39+54.2% | Added |
| Quadrant Capital Group LLC | 50 | $2.38K | 0.00% | +24+92.3% | Added |
| Nisa Investment Advisors, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Advisory Services Network, LLC | 5 | $238 | 0.00% | +5 | New |
| CWM, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −11,388−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −9,125−100.0% | Sold out |
| Gabelli & Co Investment Advisers, Inc. | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −7,516−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −5,187−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −4,086−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,221−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −505−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| American Portfolios Advisors | – | – | – | – | Not filed |