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 2023
Institutional positions in Coastal Financial Corp as of Mar 31, 2023. 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
- 124
- −5 vs. Q4 2022
- Shares held
- 7.71M
- +36.0K (+0.5%) vs. Q4 2022
- Total value
- $277.7M
- −$86.6M (−23.8%) vs. Q4 2022
- New holders
- 20
- 44 more added
- Sold out
- 25
- 37 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Coastal Financial Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3 | $0 | 0.00% | +1+50.0% | Added |
| Toronto Dominion Bank | 11 | $0 | 0.00% | +11 | New |
| Advisory Services Network, LLC | 5 | $180 | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 6 | $216 | 0.00% | −569−99.0% | Reduced |
| Massmutual Trust Co FSB | 36 | $1.30K | 0.00% | +36 | New |
| Signaturefd, LLC | 61 | $2.20K | 0.00% | −50−45.0% | Reduced |
| TCI Wealth Advisors, Inc. | 114 | $4.11K | 0.00% | +114 | New |
| Baystate Wealth Management LLC | 202 | $7.27K | 0.00% | +202 | New |
| IMA Wealth, Inc. | 207 | $7.46K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 246 | $8.86K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 270 | $9.72K | 0.00% | −52,747−99.5% | Reduced |
| Citigroup Inc | 313 | $11.3K | 0.00% | −76−19.5% | Reduced |
| FMR LLC | 419 | $15.1K | 0.00% | +247+143.6% | Added |
| Allworth Financial LP | 506 | $18.2K | 0.00% | +506 | New |
| Metropolitan Life Insurance Co | 641 | $23.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 740 | $26.6K | 0.00% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 840 | $30.2K | 0.01% | −93−10.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,062 | $38.2K | 0.00% | +1,062 | New |
| Toth Financial Advisory Corp | 1,345 | $48.4K | 0.01% | −18,050−93.1% | Reduced |
| Aquatic Capital Management LLC | 1,400 | $50.0K | 0.00% | +1,400 | New |
| Amalgamated Bank | 1,477 | $53.0K | 0.00% | −202−12.0% | Reduced |
| Lazard Asset Management LLC | 2,039 | $73.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,399 | $86.4K | 0.00% | −654−21.4% | Reduced |
| Royal Bank of Canada | 2,610 | $94.0K | 0.00% | −1,748−40.1% | Reduced |
| BNP Paribas Arbitrage, SA | 2,647 | $95.3K | 0.00% | +1,320+99.5% | Added |
| Tower Research Capital LLC (TRC) | 3,861 | $139.0K | 0.00% | +3,439+814.9% | Added |
| Tradewinds Capital Management, LLC | 4,005 | $144.2K | 0.05% | 00.0% | Unchanged |
| Legal & General Group Plc | 4,382 | $157.8K | 0.00% | +262+6.4% | Added |
| SG Americas Securities, LLC | 4,475 | $161.0K | 0.00% | +4,475 | New |
| Bank of America Corp | 4,982 | $179.4K | 0.00% | −443−8.2% | Reduced |
| American International Group, Inc. | 5,123 | $184.5K | 0.00% | +190+3.9% | Added |
| New York State Common Retirement Fund | 5,271 | $189.8K | 0.00% | −2,296−30.3% | Reduced |
| MetLife Investment Management | 5,396 | $194.3K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 5,780 | $208.1K | 0.01% | +5,780 | New |
| Citadel Advisors LLC | 5,820 | $209.6K | 0.00% | −6,528−52.9% | Reduced |
| Captrust Financial Advisors | 5,963 | $214.7K | 0.00% | +642+12.1% | Added |
| Wells Fargo & Company | 5,986 | $215.6K | 0.00% | +2,525+73.0% | Added |
| XTX Topco Ltd | 6,058 | $218.1K | 0.05% | +6,058 | New |
| UBS Group AG | 6,682 | $240.6K | 0.00% | +3,354+100.8% | Added |
| Capital Advisors Wealth Management, LLC | 6,964 | $250.8K | 0.07% | +6,964 | New |
| Deutsche Bank AG | 7,046 | $253.7K | 0.00% | +1,973+38.9% | Added |
| Parallel Advisors, LLC | 7,778 | $280.1K | 0.01% | −1,439−15.6% | Reduced |
| Rafferty Asset Management, LLC | 8,000 | $288.1K | 0.00% | +8,000 | New |
| Janus Henderson Group PLC | 8,082 | $290.8K | 0.00% | +3,749+86.5% | Added |
| Alps Advisors Inc | 8,120 | $292.4K | 0.00% | +8,120 | New |
| Credit Suisse AG | 9,071 | $326.6K | 0.00% | +30.0% | Added |
| Cubist Systematic Strategies, LLC | 9,671 | $348.3K | 0.00% | +2,830+41.4% | Added |
| Russell Investments Group, Ltd. | 9,734 | $350.5K | 0.00% | +4,934+102.8% | Added |
| Mesirow Financial Investment Management, Inc. | 9,956 | $358.5K | 1.49% | +74+0.7% | Added |
| Panagora Asset Management Inc | 9,965 | $358.8K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 10,114 | $364.2K | 0.00% | −614−5.7% | Reduced |
| Susquehanna International Group, LLP | 10,532 | $379.3K | 0.00% | +10,532 | New |
| US Bancorp | 10,697 | $385.2K | 0.00% | 00.0% | Unchanged |
| Summit Global Investments | 10,900 | $393.0K | 0.03% | +2,600+31.3% | Added |
| Cornercap Investment Counsel Inc | 11,545 | $415.7K | 0.07% | +11,545 | New |
| Barclays PLC | 11,652 | $419.6K | 0.00% | +7,771+200.2% | Added |
| Marshall Wace, LLP | 12,262 | $441.6K | 0.00% | +921+8.1% | Added |
| Intrust Bank NA | 12,538 | $451.5K | 0.06% | −422−3.3% | Reduced |
| New York Life Investment Management LLC | 12,810 | $461.3K | 0.01% | +12,810 | New |
| Algert Global LLC | 13,200 | $475.3K | 0.02% | +6,020+83.8% | Added |
| California State Teachers Retirement System | 13,626 | $490.7K | 0.00% | −105−0.8% | Reduced |
| Rhumbline Advisers | 13,734 | $495.0K | 0.00% | +415+3.1% | Added |
| Teacher Retirement System of Texas | 14,306 | $515.0K | 0.00% | +14,306 | New |
| Hillsdale Investment Management Inc. | 14,500 | $522.1K | 0.04% | 00.0% | Unchanged |
| Truist Financial Corp | 16,553 | $596.1K | 0.00% | −9−0.1% | Reduced |
| Cox Capital Mgt LLC | 16,628 | $598.8K | 0.43% | +156+0.9% | Added |
| Madrona Financial Services, LLC | 17,000 | $612.2K | 0.33% | 00.0% | Unchanged |
| River Oaks Capital LLC | 18,000 | $648.2K | 0.91% | 00.0% | Unchanged |
| Millennium Management LLC | 19,229 | $692.0K | 0.00% | −34,128−64.0% | Reduced |
| Prudential Financial Inc | 19,375 | $697.7K | 0.00% | +920+5.0% | Added |
| Quent Capital, LLC | 19,889 | $708.4K | 0.12% | +700+3.6% | Added |
| First Bank & Trust | 21,377 | $769.8K | 0.20% | −675−3.1% | Reduced |
| DFPG Investments, LLC | 22,071 | $794.8K | 0.09% | +1,083+5.2% | Added |
| Federated Hermes, Inc. | 22,120 | $796.5K | 0.00% | +5,876+36.2% | Added |
| Invesco Ltd. | 22,625 | $814.7K | 0.00% | −34,694−60.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 23,300 | $839.0K | 0.00% | −13,800−37.2% | Reduced |
| Swiss National Bank | 23,765 | $855.8K | 0.00% | −2,800−10.5% | Reduced |
| Goldman Sachs Group Inc | 25,931 | $933.8K | 0.00% | +12,729+96.4% | Added |
| Emerald Mutual Fund Advisers Trust | 26,310 | $947.4K | 0.06% | −49,275−65.2% | Reduced |
| Morgan Stanley | 26,833 | $966.3K | 0.00% | −13,165−32.9% | Reduced |
| Charles Schwab Investment Management Inc | 28,286 | $1.02M | 0.00% | +665+2.4% | Added |
| American Century Companies Inc | 30,058 | $1.07M | 0.00% | +10,511+53.8% | Added |
| Gsa Capital Partners LLP | 30,013 | $1.08M | 0.11% | +30,013 | New |
| Renaissance Technologies LLC | 34,774 | $1.25M | 0.00% | +2,200+6.8% | Added |
| First Trust Advisors LP | 35,208 | $1.27M | 0.00% | −1,510−4.1% | Reduced |
| Los Angeles Capital Management LLC | 35,435 | $1.28M | 0.01% | −1,081−3.0% | Reduced |
| PMC FIG Opportunities LLC | 37,500 | $1.35M | 8.61% | −5,000−11.8% | Reduced |
| Nicholas Investment Partners, LP | 39,661 | $1.43M | 0.11% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 41,423 | $1.49M | 0.00% | −8,247−16.6% | Reduced |
| Envestnet Asset Management Inc | 41,550 | $1.50M | 0.00% | −5,283−11.3% | Reduced |
| Bank of New York Mellon Corp | 43,579 | $1.57M | 0.00% | −1,516−3.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 43,890 | $1.58M | 0.01% | +30,039+216.9% | Added |
| Jacobs Asset Management, LLC | 45,000 | $1.62M | 0.94% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 46,466 | $1.67M | 0.00% | −2,434−5.0% | Reduced |
| Two Sigma Advisers, LP | 48,800 | $1.76M | 0.00% | −100−0.2% | Reduced |
| TownSquare Capital, LLC | 55,297 | $1.99M | 0.04% | −6,620−10.7% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 64,711 | $2.33M | 2.62% | 00.0% | Unchanged |
| Carlson Capital Management | 69,398 | $2.50M | 0.16% | 00.0% | Unchanged |