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 |
|---|---|---|---|---|---|
| First Pacific Financial | 2,056 | $94.9K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,373 | $63.4K | 0.00% | +1,327+2,884.8% | Added |
| FMR LLC | 1,088 | $50.2K | 0.00% | +174+19.0% | Added |
| Ameritas Investment Partners, Inc. | 1,076 | $49.6K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,062 | $49.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 595 | $27.0K | 0.00% | +529+801.5% | Added |
| Opal Wealth Advisors, LLC | 499 | $23.0K | 0.01% | +499 | New |
| Amalgamated Bank | 366 | $17.0K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 211 | $10.0K | 0.00% | +211 | New |
| Lindbrook Capital, LLC | 204 | $9.41K | 0.00% | +204 | New |
| GWM Advisors LLC | 202 | $9.32K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 200 | $9.23K | 0.01% | +200 | New |
| Financial Network Wealth Advisors LLC | 175 | $8.07K | 0.01% | +175 | New |
| Allworth Financial LP | 130 | $6.60K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 126 | $5.81K | 0.00% | −529−80.8% | Reduced |
| Russell Investments Group, Ltd. | 125 | $5.77K | 0.00% | −696−84.8% | Reduced |
| Assetmark, Inc | 93 | $4.29K | 0.00% | +93 | New |
| SRS Capital Advisors, Inc. | 91 | $4.20K | 0.00% | +91 | New |
| CWM, LLC | 61 | $3.00K | 0.00% | +54+771.4% | Added |
| Massmutual Trust Co FSB | 63 | $2.91K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 47 | $2.17K | 0.00% | −123−72.4% | Reduced |
| Covestor Ltd | 21 | $1.00K | 0.00% | +3+16.7% | Added |
| Creekmur Asset Management LLC | 20 | $923 | 0.00% | +20 | New |
| Rothschild Investment LLC | 10 | $461 | 0.00% | +10 | New |
| Nisa Investment Advisors, LLC | 9 | $415 | 0.00% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −9,669−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −9,618−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −9,117−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −7,988−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,884−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −6,856−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −6,731−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −5,335−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −5,326−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −5,279−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −1,663−100.0% | Sold out |
| FRG Family Wealth Advisors LLC | 0 | $0 | 0.00% | −1,450−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −837−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −641−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |