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 2023
Institutional positions in Coastal Financial Corp as of Dec 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
- 116
- 0 vs. Q3 2023
- Shares held
- 8.04M
- +267.4K (+3.4%) vs. Q3 2023
- Total value
- $356.6M
- +$23.8M (+7.2%) vs. Q3 2023
- New holders
- 12
- 39 more added
- Sold out
- 12
- 40 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Coastal Financial Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| EJF Capital LLC | 115,690 | $5.14M | 2.69% | −15,680−11.9% | Reduced |
| JCSD Capital, LLC | 116,711 | $5.18M | 15.79% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 120,000 | $5.33M | 0.16% | −15,000−11.1% | Reduced |
| Mendon Capital Advisors Corp | 120,000 | $5.33M | 2.51% | +120,000 | New |
| Advisors Capital Management, LLC | 144,032 | $6.40M | 0.13% | +5,197+3.7% | Added |
| Alliancebernstein L.P. | 217,820 | $9.67M | 0.00% | −7,930−3.5% | Reduced |
| Geode Capital Management, LLC | 257,905 | $11.5M | 0.00% | +12,140+4.9% | Added |
| Kennedy Capital Management, Inc. | 267,153 | $11.9M | 0.26% | +3,465+1.3% | Added |
| State Street Corp | 285,681 | $12.7M | 0.00% | +26,846+10.4% | Added |
| GW&K Investment Management, LLC | 289,104 | $12.8M | 0.12% | −13,420−4.4% | Reduced |
| Dimensional Fund Advisors LP | 316,125 | $14.0M | 0.00% | +21,231+7.2% | Added |
| Manufacturers Life Insurance Company, The | 532,237 | $23.6M | 0.01% | −28,305−5.0% | Reduced |
| Vanguard Group Inc | 593,009 | $26.3M | 0.00% | +15,064+2.6% | Added |
| Endeavour Capital Advisors Inc | 743,898 | $33.0M | 11.07% | +15,074+2.1% | Added |
| BlackRock Inc. | 831,274 | $36.9M | 0.00% | +93,112+12.6% | Added |
| T. Rowe Price Investment Management, Inc. | 857,959 | $38.1M | 0.02% | +35,534+4.3% | Added |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −39,661−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −11,127−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −7,826−100.0% | Sold out |
| Channing Capital Management, LLC | 0 | $0 | 0.00% | −7,406−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −5,279−100.0% | Sold out |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −4,983−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −2,352−100.0% | Sold out |
| Pin Oak Investment Advisors Inc | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −207−100.0% | Sold out |
| L2 Asset Management, LLC | 0 | $0 | 0.00% | −12,388−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| River Oaks Capital LLC | – | – | – | – | Not filed |