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, Q2 2023
Institutional positions in Coastal Financial Corp as of Jun 30, 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
- 109
- −15 vs. Q1 2023
- Shares held
- 7.71M
- −3.42K (0.0%) vs. Q1 2023
- Total value
- $290.4M
- +$12.7M (+4.6%) vs. Q1 2023
- New holders
- 7
- 40 more added
- Sold out
- 22
- 38 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Coastal Financial Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Geode Capital Management, LLC | 237,691 | $8.95M | 0.00% | +28,853+13.8% | Added |
| GW&K Investment Management, LLC | 247,299 | $9.31M | 0.09% | +79,143+47.1% | Added |
| Dimensional Fund Advisors LP | 260,679 | $9.82M | 0.00% | +41,543+19.0% | Added |
| State Street Corp | 275,032 | $10.4M | 0.00% | −12,843−4.5% | Reduced |
| Vanguard Group Inc | 568,701 | $21.4M | 0.00% | +3,606+0.6% | Added |
| Manufacturers Life Insurance Company, The | 593,660 | $22.4M | 0.01% | −20,960−3.4% | Reduced |
| Endeavour Capital Advisors Inc | 730,525 | $27.5M | 12.03% | 00.0% | Unchanged |
| BlackRock Inc. | 751,648 | $28.3M | 0.00% | +58,908+8.5% | Added |
| T. Rowe Price Investment Management, Inc. | 821,686 | $30.9M | 0.02% | +51,895+6.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −23,300−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −14,500−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −13,200−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −12,262−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,532−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −9,965−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −9,671−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,058−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −5,780−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −4,475−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −1,345−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −840−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −270−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −246−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −3−100.0% | Sold out |