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, Q3 2023
Institutional positions in Coastal Financial Corp as of Sep 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
- 117
- +8 vs. Q2 2023
- Shares held
- 7.79M
- +77.3K (+1.0%) vs. Q2 2023
- Total value
- $333.5M
- +$43.1M (+14.8%) vs. Q2 2023
- New holders
- 18
- 36 more added
- Sold out
- 10
- 39 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Coastal Financial Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 2,063 | $88.5K | 0.00% | −4,718−69.6% | Reduced |
| First Pacific Financial | 2,056 | $88.2K | 0.04% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,057 | $88.0K | 0.00% | −32−1.5% | Reduced |
| Amalgamated Bank | 1,643 | $71.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,076 | $46.2K | 0.00% | +336+45.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,062 | $45.6K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 909 | $39.0K | 0.02% | +909 | New |
| Pin Oak Investment Advisors Inc | 800 | $34.0K | 0.04% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 772 | $33.1K | 0.00% | +243+45.9% | Added |
| Russell Investments Group, Ltd. | 748 | $32.1K | 0.00% | −5,893−88.7% | Reduced |
| Metropolitan Life Insurance Co | 641 | $27.5K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 636 | $27.3K | 0.00% | +14+2.3% | Added |
| Allworth Financial LP | 297 | $12.7K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 207 | $8.88K | 0.00% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 12,388 | $1.12K | 0.00% | +12,388 | New |
| Glassman Wealth Services | 21 | $901 | 0.00% | +21 | New |
| Nisa Investment Advisors, LLC | 9 | $386 | 0.00% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 0 | $0 | 0.00% | −103,221−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −17,175−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −16,025−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −11,545−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −10,900−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −8,180−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −7,156−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,524−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −5,391−100.0% | Sold out |
| Baystate Wealth Management LLC | 0 | $0 | 0.00% | −202−100.0% | Sold out |