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 2024
Institutional positions in Coastal Financial Corp as of Sep 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
- 146
- +23 vs. Q2 2024
- Shares held
- 8.43M
- +1.42M (+20.2%) vs. Q2 2024
- Total value
- $455.1M
- +$131.6M (+40.7%) vs. Q2 2024
- New holders
- 27
- 51 more added
- Sold out
- 4
- 45 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Coastal Financial Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 9 | $486 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 12 | $648 | 0.00% | +12 | New |
| Covestor Ltd | 22 | $1.00K | 0.00% | +1+4.8% | Added |
| Creekmur Asset Management LLC | 20 | $1.08K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $1.08K | 0.00% | +10+100.0% | Added |
| Capital Performance Advisors LLP | 46 | $2.48K | 0.00% | +46 | New |
| Harbor Capital Advisors, Inc. | 83 | $4.00K | 0.00% | +83 | New |
| SRS Capital Advisors, Inc. | 91 | $4.91K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 91 | $5.00K | 0.00% | +30+49.2% | Added |
| Assetmark, Inc | 93 | $5.02K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 96 | $5.18K | 0.00% | −4,396−97.9% | Reduced |
| Umb Bank N A | 123 | $6.64K | 0.00% | +123 | New |
| Allworth Financial LP | 130 | $7.02K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 139 | $7.50K | 0.00% | +13+10.3% | Added |
| Federated Hermes, Inc. | 158 | $8.53K | 0.00% | +111+236.2% | Added |
| Massmutual Trust Co FSB | 165 | $8.91K | 0.00% | +102+161.9% | Added |
| Russell Investments Group, Ltd. | 170 | $9.18K | 0.00% | +45+36.0% | Added |
| Financial Network Wealth Advisors LLC | 175 | $9.45K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 202 | $10.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 204 | $11.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 207 | $11.2K | 0.00% | +207 | New |
| Tower Research Capital LLC (TRC) | 257 | $13.9K | 0.00% | −1,116−81.3% | Reduced |
| Amalgamated Bank | 366 | $20.0K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 401 | $21.0K | 0.00% | +190+90.0% | Added |
| Point72 (DIFC) Ltd | 573 | $30.9K | 0.00% | +573 | New |
| nVerses Capital, LLC | 800 | $43.2K | 0.02% | +600+300.0% | Added |
| Ameritas Investment Partners, Inc. | 1,076 | $58.1K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,316 | $71.1K | 0.00% | +228+21.0% | Added |
| Shell Asset Management Co | 1,401 | $76.0K | 0.00% | +1,401 | New |
| Painted Porch Advisors LLC | 2,000 | $108.0K | 0.05% | +2,000 | New |
| First Pacific Financial | 2,056 | $111.0K | 0.03% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,211 | $119.4K | 0.00% | +2,211 | New |
| First Horizon Advisors, Inc. | 2,369 | $127.9K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,081 | $166.3K | 0.00% | +2,019+190.1% | Added |
| Tradewinds Capital Management, LLC | 3,100 | $167.4K | 0.04% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,712 | $200.4K | 0.00% | +7+0.2% | Added |
| Quest Partners LLC | 3,955 | $213.5K | 0.02% | +3,955 | New |
| Point72 Asset Management, L.P. | 4,085 | $220.5K | 0.00% | +4,085 | New |
| Voya Investment Management LLC | 4,248 | $229.3K | 0.00% | +4,248 | New |
| New York State Common Retirement Fund | 4,270 | $230.5K | 0.00% | −1,000−19.0% | Reduced |
| MML Investors Services, LLC | 4,278 | $231.0K | 0.00% | −291−6.4% | Reduced |
| Susquehanna International Group, LLP | 4,405 | $237.8K | 0.00% | −13,277−75.1% | Reduced |
| Capital Advisors Wealth Management, LLC | 4,514 | $243.7K | 0.04% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 4,669 | $252.1K | 0.04% | +166+3.7% | Added |
| Raymond James & Associates | 4,958 | $267.7K | 0.00% | −52−1.0% | Reduced |
| Advisor Group Holdings, Inc. | 5,032 | $271.7K | 0.00% | −105−2.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 5,297 | $286.0K | 0.01% | +5,297 | New |
| Victory Capital Management Inc | 5,478 | $295.8K | 0.00% | +5,478 | New |
| Creative Planning | 5,513 | $297.6K | 0.00% | +5,513 | New |
| Royal Bank of Canada | 5,523 | $298.0K | 0.00% | −17−0.3% | Reduced |
| Marshall Wace, LLP | 5,637 | $304.3K | 0.00% | +5,637 | New |
| Magnus Financial Group LLC | 5,744 | $310.1K | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,995 | $324.0K | 0.00% | +5,995 | New |
| Corebridge Financial, Inc. | 6,002 | $324.0K | 0.00% | −38−0.6% | Reduced |
| MetLife Investment Management | 6,081 | $328.3K | 0.00% | −490−7.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 6,116 | $330.2K | 0.00% | +1,235+25.3% | Added |
| HSBC Holdings PLC | 6,178 | $337.7K | 0.00% | −1,607−20.6% | Reduced |
| Jump Financial, LLC | 6,604 | $356.6K | 0.01% | +6,604 | New |
| Principal Financial Group Inc | 6,977 | $376.7K | 0.00% | +6,977 | New |
| Deutsche Bank AG | 7,101 | $383.4K | 0.00% | +1,803+34.0% | Added |
| Parallel Advisors, LLC | 8,005 | $432.2K | 0.01% | 00.0% | Unchanged |
| First Trust Advisors LP | 8,141 | $439.5K | 0.00% | −27,100−76.9% | Reduced |
| UBS Group AG | 8,353 | $451.0K | 0.00% | +696+9.1% | Added |
| ExodusPoint Capital Management, LP | 8,553 | $462.0K | 0.00% | +8,553 | New |
| Arcus Capital Partners, LLC | 8,896 | $480.3K | 0.17% | +700+8.5% | Added |
| Royce & Associates LP | 10,000 | $539.9K | 0.00% | +37+0.4% | Added |
| Emerald Mutual Fund Advisers Trust | 10,010 | $540.4K | 0.03% | 00.0% | Unchanged |
| Legal & General Group Plc | 10,138 | $547.4K | 0.00% | +2,250+28.5% | Added |
| Corton Capital Inc. | 10,487 | $566.2K | 0.28% | −2,090−16.6% | Reduced |
| California State Teachers Retirement System | 10,769 | $581.4K | 0.00% | −254−2.3% | Reduced |
| Rafferty Asset Management, LLC | 10,814 | $583.8K | 0.00% | −5,012−31.7% | Reduced |
| US Bancorp | 10,904 | $588.7K | 0.00% | −164−1.5% | Reduced |
| Empowered Funds, LLC | 11,084 | $598.4K | 0.01% | +536+5.1% | Added |
| Janus Henderson Group PLC | 11,411 | $615.9K | 0.00% | −357−3.0% | Reduced |
| Cubist Systematic Strategies, LLC | 11,647 | $628.8K | 0.01% | +11,647 | New |
| Gsa Capital Partners LLP | 11,850 | $640.0K | 0.05% | +857+7.8% | Added |
| PDT Partners, LLC | 12,045 | $650.3K | 0.06% | +12,045 | New |
| AQR Capital Management LLC | 12,375 | $668.1K | 0.00% | +691+5.9% | Added |
| UBS Asset Management Americas Inc | 12,603 | $680.4K | 0.00% | −3,504−21.8% | Reduced |
| Jane Street Group, LLC | 13,472 | $727.4K | 0.00% | −2,642−16.4% | Reduced |
| Pacific Ridge Capital Partners, LLC | 13,555 | $731.8K | 0.17% | +13,555 | New |
| Citigroup Inc | 13,707 | $740.0K | 0.00% | +1,994+17.0% | Added |
| Intrust Bank NA | 14,115 | $762.1K | 0.08% | −267−1.9% | Reduced |
| Bank of America Corp | 15,264 | $824.1K | 0.00% | −10−0.1% | Reduced |
| Rhumbline Advisers | 15,473 | $835.4K | 0.00% | −508−3.2% | Reduced |
| SummerHaven Investment Management, LLC | 16,977 | $916.6K | 0.56% | +16,977 | New |
| Diversify Wealth Management, LLC | 15,730 | $943.3K | 0.09% | −1,322−7.8% | Reduced |
| Bridgeway Capital Management, LLC | 17,584 | $949.4K | 0.02% | +536+3.1% | Added |
| Madrona Financial Services, LLC | 18,465 | $996.9K | 0.28% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 18,888 | $1.02M | 0.11% | +18,888 | New |
| Truist Financial Corp | 19,221 | $1.04M | 0.00% | −202−1.0% | Reduced |
| First Bank & Trust | 19,312 | $1.04M | 0.20% | −2,202−10.2% | Reduced |
| Quent Capital, LLC | 19,889 | $1.07M | 0.11% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 20,715 | $1.12M | 0.00% | −247−1.2% | Reduced |
| Two Sigma Advisers, LP | 22,100 | $1.19M | 0.00% | −2,800−11.2% | Reduced |
| Swiss National Bank | 22,265 | $1.20M | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 24,175 | $1.31M | 0.02% | −1,666−6.4% | Reduced |
| BNP Paribas Arbitrage, SA | 25,049 | $1.35M | 0.00% | +20,685+474.0% | Added |
| D. E. Shaw & Co., Inc. | 26,430 | $1.43M | 0.00% | +18,320+225.9% | Added |
| Two Sigma Investments, LP | 29,187 | $1.58M | 0.00% | +8,183+39.0% | Added |