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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 5,032 | $271.7K | 0.00% | −105−2.0% | Reduced |
| Raymond James & Associates | 4,958 | $267.7K | 0.00% | −52−1.0% | Reduced |
| Portside Wealth Group, LLC | 4,669 | $252.1K | 0.04% | +166+3.7% | Added |
| Capital Advisors Wealth Management, LLC | 4,514 | $243.7K | 0.04% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 4,405 | $237.8K | 0.00% | −13,277−75.1% | Reduced |
| MML Investors Services, LLC | 4,278 | $231.0K | 0.00% | −291−6.4% | Reduced |
| New York State Common Retirement Fund | 4,270 | $230.5K | 0.00% | −1,000−19.0% | Reduced |
| Voya Investment Management LLC | 4,248 | $229.3K | 0.00% | +4,248 | New |
| Point72 Asset Management, L.P. | 4,085 | $220.5K | 0.00% | +4,085 | New |
| Quest Partners LLC | 3,955 | $213.5K | 0.02% | +3,955 | New |
| Wells Fargo & Company | 3,712 | $200.4K | 0.00% | +7+0.2% | Added |
| Tradewinds Capital Management, LLC | 3,100 | $167.4K | 0.04% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,081 | $166.3K | 0.00% | +2,019+190.1% | Added |
| First Horizon Advisors, Inc. | 2,369 | $127.9K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,211 | $119.4K | 0.00% | +2,211 | New |
| First Pacific Financial | 2,056 | $111.0K | 0.03% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 2,000 | $108.0K | 0.05% | +2,000 | New |
| Shell Asset Management Co | 1,401 | $76.0K | 0.00% | +1,401 | New |
| FMR LLC | 1,316 | $71.1K | 0.00% | +228+21.0% | Added |
| Ameritas Investment Partners, Inc. | 1,076 | $58.1K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 800 | $43.2K | 0.02% | +600+300.0% | Added |
| Point72 (DIFC) Ltd | 573 | $30.9K | 0.00% | +573 | New |
| Picton Mahoney Asset Management | 401 | $21.0K | 0.00% | +190+90.0% | Added |
| Amalgamated Bank | 366 | $20.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 257 | $13.9K | 0.00% | −1,116−81.3% | Reduced |
| IMA Wealth, Inc. | 207 | $11.2K | 0.00% | +207 | New |
| Lindbrook Capital, LLC | 204 | $11.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 202 | $10.9K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 175 | $9.45K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 170 | $9.18K | 0.00% | +45+36.0% | Added |
| Massmutual Trust Co FSB | 165 | $8.91K | 0.00% | +102+161.9% | Added |
| Federated Hermes, Inc. | 158 | $8.53K | 0.00% | +111+236.2% | Added |
| Quadrant Capital Group LLC | 139 | $7.50K | 0.00% | +13+10.3% | Added |
| Allworth Financial LP | 130 | $7.02K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 123 | $6.64K | 0.00% | +123 | New |
| Allspring Global Investments Holdings, LLC | 96 | $5.18K | 0.00% | −4,396−97.9% | Reduced |
| Assetmark, Inc | 93 | $5.02K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 91 | $5.00K | 0.00% | +30+49.2% | Added |
| SRS Capital Advisors, Inc. | 91 | $4.91K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 83 | $4.00K | 0.00% | +83 | New |
| Capital Performance Advisors LLP | 46 | $2.48K | 0.00% | +46 | New |
| Creekmur Asset Management LLC | 20 | $1.08K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $1.08K | 0.00% | +10+100.0% | Added |
| Covestor Ltd | 22 | $1.00K | 0.00% | +1+4.8% | Added |
| Sterling Capital Management LLC | 12 | $648 | 0.00% | +12 | New |
| Nisa Investment Advisors, LLC | 9 | $486 | 0.00% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −6,317−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −2,407−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −595−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −499−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |