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 2024
Institutional positions in Coastal Financial Corp as of Jun 30, 2024. 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
- 125
- +8 vs. Q1 2024
- Shares held
- 8.09M
- +184.2K (+2.3%) vs. Q1 2024
- Total value
- $373.1M
- +$66.0M (+21.5%) vs. Q1 2024
- New holders
- 25
- 43 more added
- Sold out
- 17
- 38 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Coastal Financial Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 9 | $415 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $461 | 0.00% | +10 | New |
| Creekmur Asset Management LLC | 20 | $923 | 0.00% | +20 | New |
| Covestor Ltd | 21 | $1.00K | 0.00% | +3+16.7% | Added |
| Federated Hermes, Inc. | 47 | $2.17K | 0.00% | −123−72.4% | Reduced |
| Massmutual Trust Co FSB | 63 | $2.91K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 61 | $3.00K | 0.00% | +54+771.4% | Added |
| SRS Capital Advisors, Inc. | 91 | $4.20K | 0.00% | +91 | New |
| Assetmark, Inc | 93 | $4.29K | 0.00% | +93 | New |
| Russell Investments Group, Ltd. | 125 | $5.77K | 0.00% | −696−84.8% | Reduced |
| Quadrant Capital Group LLC | 126 | $5.81K | 0.00% | −529−80.8% | Reduced |
| Allworth Financial LP | 130 | $6.60K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 175 | $8.07K | 0.01% | +175 | New |
| nVerses Capital, LLC | 200 | $9.23K | 0.01% | +200 | New |
| GWM Advisors LLC | 202 | $9.32K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 204 | $9.41K | 0.00% | +204 | New |
| Picton Mahoney Asset Management | 211 | $10.0K | 0.00% | +211 | New |
| Amalgamated Bank | 366 | $17.0K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 499 | $23.0K | 0.01% | +499 | New |
| Simplex Trading, LLC | 595 | $27.0K | 0.00% | +529+801.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,062 | $49.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,076 | $49.6K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,088 | $50.2K | 0.00% | +174+19.0% | Added |
| Tower Research Capital LLC (TRC) | 1,373 | $63.4K | 0.00% | +1,327+2,884.8% | Added |
| First Pacific Financial | 2,056 | $94.9K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,369 | $109.3K | 0.00% | +23+1.0% | Added |
| Group One Trading, L.P. | 2,407 | $111.1K | 0.00% | +2,407 | New |
| Tradewinds Capital Management, LLC | 3,100 | $143.0K | 0.04% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,705 | $170.9K | 0.00% | +431+13.2% | Added |
| BNP Paribas Arbitrage, SA | 4,364 | $201.4K | 0.00% | −7,208−62.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,492 | $207.3K | 0.00% | +4,472+22,360.0% | Added |
| Portside Wealth Group, LLC | 4,503 | $207.8K | 0.04% | +4,503 | New |
| Capital Advisors Wealth Management, LLC | 4,514 | $208.3K | 0.04% | −1,450−24.3% | Reduced |
| MML Investors Services, LLC | 4,569 | $211.0K | 0.00% | −933−17.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 4,881 | $225.2K | 0.00% | +4,881 | New |
| Raymond James & Associates | 5,010 | $231.2K | 0.00% | +5,010 | New |
| Advisor Group Holdings, Inc. | 5,137 | $237.0K | 0.00% | −129−2.4% | Reduced |
| New York State Common Retirement Fund | 5,270 | $243.2K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 5,298 | $244.4K | 0.00% | −377−6.6% | Reduced |
| Royal Bank of Canada | 5,540 | $255.0K | 0.00% | +2,279+69.9% | Added |
| Magnus Financial Group LLC | 5,744 | $265.0K | 0.03% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 6,040 | $278.7K | 0.00% | +6,040 | New |
| Diversify Advisory Services, LLC | 6,317 | $281.0K | 0.02% | −12,382−66.2% | Reduced |
| MetLife Investment Management | 6,571 | $303.2K | 0.00% | +1,175+21.8% | Added |
| Susquehanna Fundamental Investments, LLC | 7,196 | $332.0K | 0.01% | +7,196 | New |
| UBS Group AG | 7,657 | $353.3K | 0.00% | −5,104−40.0% | Reduced |
| HSBC Holdings PLC | 7,785 | $358.1K | 0.00% | −686−8.1% | Reduced |
| Legal & General Group Plc | 7,888 | $364.0K | 0.00% | +22+0.3% | Added |
| Parallel Advisors, LLC | 8,005 | $369.4K | 0.01% | +227+2.9% | Added |
| D. E. Shaw & Co., Inc. | 8,110 | $374.2K | 0.00% | +8,110 | New |
| Arcus Capital Partners, LLC | 8,196 | $378.2K | 0.15% | +8,196 | New |
| Riverwater Partners LLC | 8,265 | $381.3K | 0.28% | +494+6.4% | Added |
| John W. Rosenthal Capital Management, Inc. | 9,591 | $442.5K | 0.63% | +9,591 | New |
| Royce & Associates LP | 9,963 | $459.7K | 0.00% | +9,963 | New |
| Emerald Mutual Fund Advisers Trust | 10,010 | $461.9K | 0.02% | 00.0% | Unchanged |
| Empowered Funds, LLC | 10,548 | $486.7K | 0.01% | +10,548 | New |
| Gsa Capital Partners LLP | 10,993 | $507.0K | 0.04% | +10,993 | New |
| California State Teachers Retirement System | 11,023 | $508.6K | 0.00% | −230−2.0% | Reduced |
| US Bancorp | 11,068 | $510.7K | 0.00% | +371+3.5% | Added |
| AQR Capital Management LLC | 11,684 | $539.1K | 0.00% | +1,912+19.6% | Added |
| Citigroup Inc | 11,713 | $540.4K | 0.00% | +2,509+27.3% | Added |
| Janus Henderson Group PLC | 11,768 | $542.7K | 0.00% | −582−4.7% | Reduced |
| Corton Capital Inc. | 12,577 | $580.3K | 0.30% | +12,577 | New |
| Intrust Bank NA | 14,382 | $663.6K | 0.07% | +1,020+7.6% | Added |
| Bank of America Corp | 15,274 | $704.7K | 0.00% | +4,430+40.9% | Added |
| Rafferty Asset Management, LLC | 15,826 | $730.2K | 0.00% | +5,543+53.9% | Added |
| Rhumbline Advisers | 15,981 | $737.4K | 0.00% | +1,535+10.6% | Added |
| UBS Asset Management Americas Inc | 16,107 | $743.2K | 0.00% | +16,107 | New |
| Jane Street Group, LLC | 16,114 | $743.5K | 0.00% | +7,974+98.0% | Added |
| Bridgeway Capital Management, LLC | 17,048 | $786.6K | 0.02% | +10,548+162.3% | Added |
| Diversify Wealth Management, LLC | 17,052 | $809.3K | 0.10% | +17,052 | New |
| Susquehanna International Group, LLP | 17,682 | $815.8K | 0.00% | +17,682 | New |
| Madrona Financial Services, LLC | 18,465 | $852.0K | 0.26% | 00.0% | Unchanged |
| Truist Financial Corp | 19,423 | $896.2K | 0.00% | +3,171+19.5% | Added |
| Barclays PLC | 19,882 | $917.4K | 0.00% | −6,063−23.4% | Reduced |
| Quent Capital, LLC | 19,889 | $917.7K | 0.10% | 00.0% | Unchanged |
| Citadel Advisors LLC | 20,491 | $945.5K | 0.00% | −10,270−33.4% | Reduced |
| Millennium Management LLC | 20,951 | $966.7K | 0.00% | −77,299−78.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 20,962 | $967.2K | 0.00% | −2,153−9.3% | Reduced |
| Two Sigma Investments, LP | 21,004 | $969.1K | 0.00% | −6,940−24.8% | Reduced |
| Tudor Investment Corp Et Al | 21,199 | $978.1K | 0.01% | +337+1.6% | Added |
| First Bank & Trust | 21,514 | $992.7K | 0.20% | −253−1.2% | Reduced |
| Swiss National Bank | 22,265 | $1.03M | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 24,900 | $1.15M | 0.00% | −7,200−22.4% | Reduced |
| TownSquare Capital, LLC | 25,841 | $1.19M | 0.02% | −1,140−4.2% | Reduced |
| Ameriprise Financial Inc | 29,375 | $1.36M | 0.00% | +14,021+91.3% | Added |
| Invesco Ltd. | 31,143 | $1.44M | 0.00% | +6,285+25.3% | Added |
| Los Angeles Capital Management LLC | 31,875 | $1.47M | 0.01% | −3,560−10.0% | Reduced |
| Charles Schwab Investment Management Inc | 31,901 | $1.47M | 0.00% | +2,268+7.7% | Added |
| Morgan Stanley | 32,818 | $1.51M | 0.00% | +266+0.8% | Added |
| Goldman Sachs Group Inc | 33,001 | $1.52M | 0.00% | +7,166+27.7% | Added |
| Cox Capital Mgt LLC | 34,183 | $1.58M | 0.95% | −1,827−5.1% | Reduced |
| First Trust Advisors LP | 35,241 | $1.63M | 0.00% | −1,821−4.9% | Reduced |
| Wellington Management Group LLP | 39,120 | $1.80M | 0.00% | 00.0% | Unchanged |
| Mendon Capital Advisors Corp | 40,000 | $1.85M | 1.17% | −60,000−60.0% | Reduced |
| RMB Capital Management, LLC | 40,000 | $1.85M | 0.04% | −60,000−60.0% | Reduced |
| Nuveen Asset Management, LLC | 46,563 | $2.15M | 0.00% | +11,630+33.3% | Added |
| Franklin Resources Inc | 47,787 | $2.20M | 0.00% | −11,503−19.4% | Reduced |
| Bank of New York Mellon Corp | 48,794 | $2.25M | 0.00% | +5,053+11.6% | Added |
| Stieven Capital Advisors, L.P. | 54,613 | $2.52M | 0.56% | −800−1.4% | Reduced |