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 2024
Institutional positions in Coastal Financial Corp as of Dec 31, 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
- 170
- +25 vs. Q3 2024
- Shares held
- 10.2M
- +1.76M (+20.9%) vs. Q3 2024
- Total value
- $864.8M
- +$409.9M (+90.1%) vs. Q3 2024
- New holders
- 42
- 60 more added
- Sold out
- 17
- 49 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Coastal Financial Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 1,322,325 | $112.3M | 0.07% | +423,864+47.2% | Added |
| BlackRock, Inc. | 1,069,693 | $90.8M | 0.00% | −47,702−4.3% | Reduced |
| Vanguard Group Inc | 685,385 | $58.2M | 0.00% | +70,272+11.4% | Added |
| Wellington Management Group LLP | 456,887 | $38.8M | 0.01% | +417,767+1,067.9% | Added |
| Endeavour Capital Advisors Inc | 455,229 | $38.7M | 12.31% | −293,176−39.2% | Reduced |
| Azora Capital LP | 397,994 | $33.8M | 1.52% | +397,994 | New |
| Manufacturers Life Insurance Company, The | 385,433 | $32.7M | 0.03% | +33,980+9.7% | Added |
| Dimensional Fund Advisors LP | 363,309 | $30.8M | 0.01% | −7,737−2.1% | Reduced |
| State Street Corp | 352,593 | $29.9M | 0.00% | +38,319+12.2% | Added |
| GW&K Investment Management, LLC | 303,468 | $25.8M | 0.22% | −5,715−1.8% | Reduced |
| Kennedy Capital Management, Inc. | 299,456 | $25.4M | 0.56% | +83,331+38.6% | Added |
| Geode Capital Management, LLC | 258,507 | $22.0M | 0.00% | −1,262−0.5% | Reduced |
| Advisors Capital Management, LLC | 159,476 | $13.5M | 0.21% | −1,141−0.7% | Reduced |
| American Century Companies Inc | 157,238 | $13.4M | 0.01% | +1,511+1.0% | Added |
| Alliancebernstein L.P. | 144,364 | $12.3M | 0.00% | −4,915−3.3% | Reduced |
| Boothbay Fund Management, LLC | 122,130 | $10.4M | 0.32% | +18,705+18.1% | Added |
| JPMorgan Chase & Co | 121,469 | $10.3M | 0.00% | +4,388+3.7% | Added |
| Jacobs Asset Management, LLC | 110,096 | $9.35M | 5.97% | −77,404−41.3% | Reduced |
| Northern Trust Corp | 107,145 | $9.10M | 0.00% | −547−0.5% | Reduced |
| State of Wisconsin Investment Board | 103,369 | $8.78M | 0.02% | +30,117+41.1% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 102,351 | $8.69M | 1.75% | +64,683+171.7% | Added |
| Stieven Capital Advisors, L.P. | 102,213 | $8.68M | 1.54% | +28,100+37.9% | Added |
| Nuveen Asset Management, LLC | 96,253 | $8.17M | 0.00% | +45,100+88.2% | Added |
| Driehaus Capital Management LLC | 96,215 | $8.17M | 0.07% | +96,215 | New |
| Charles Schwab Investment Management Inc | 92,959 | $7.89M | 0.00% | +952+1.0% | Added |
| Westwood Holdings Group Inc. | 89,742 | $7.62M | 0.06% | +89,742 | New |
| Royce & Associates LP | 89,554 | $7.60M | 0.07% | +79,554+795.5% | Added |
| Brinker Capital Investments, LLC | 82,347 | $6.99M | 0.07% | −2,166−2.6% | Reduced |
| Orion Portfolio Solutions, LLC | 82,347 | $6.99M | 0.07% | −2,166−2.6% | Reduced |
| Invesco Ltd. | 78,311 | $6.65M | 0.00% | −8,722−10.0% | Reduced |
| Stifel Financial Corp | 70,925 | $6.02M | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 63,355 | $5.38M | 0.00% | +1,649+2.7% | Added |
| Morgan Stanley | 62,359 | $5.29M | 0.00% | +9,984+19.1% | Added |
| Emerald Mutual Fund Advisers Trust | 59,004 | $5.01M | 0.30% | +48,994+489.5% | Added |
| Roubaix Capital, LLC | 58,432 | $4.96M | 2.38% | +58,432 | New |
| FJ Capital Management LLC | 55,877 | $4.74M | 0.55% | +55,877 | New |
| EAM Investors, LLC | 50,956 | $4.33M | 0.61% | +50,956 | New |
| Goldman Sachs Group Inc | 50,778 | $4.31M | 0.00% | −454−0.9% | Reduced |
| ExodusPoint Capital Management, LP | 49,646 | $4.21M | 0.04% | +41,093+480.5% | Added |
| UBS Group AG | 48,961 | $4.16M | 0.00% | +40,608+486.1% | Added |
| Cox Capital Mgt LLC | 48,614 | $4.13M | 2.65% | +14,905+44.2% | Added |
| Franklin Resources Inc | 45,886 | $3.90M | 0.00% | +400+0.9% | Added |
| Two Sigma Investments, LP | 43,681 | $3.71M | 0.01% | +14,494+49.7% | Added |
| Tudor Investment Corp Et Al | 40,971 | $3.48M | 0.04% | −2,508−5.8% | Reduced |
| Punch & Associates Investment Management, Inc. | 39,000 | $3.31M | 0.18% | −17,700−31.2% | Reduced |
| Bank of New York Mellon Corp | 38,211 | $3.24M | 0.00% | −578−1.5% | Reduced |
| Riverwater Partners LLC | 36,689 | $3.12M | 1.52% | −1,981−5.1% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 36,555 | $3.10M | 2.53% | +36,555 | New |
| PMC FIG Opportunities LLC | 35,503 | $3.01M | 7.63% | −11,072−23.8% | Reduced |
| Ameriprise Financial Inc | 30,828 | $2.62M | 0.00% | +1,453+4.9% | Added |
| John W. Rosenthal Capital Management, Inc. | 30,116 | $2.56M | 2.37% | 00.0% | Unchanged |
| Mendon Capital Advisors Corp | 30,000 | $2.55M | 1.44% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 30,000 | $2.55M | 0.06% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 28,837 | $2.45M | 0.01% | −28,520−49.7% | Reduced |
| Barclays PLC | 27,562 | $2.34M | 0.00% | −4,242−13.3% | Reduced |
| Swiss National Bank | 25,965 | $2.20M | 0.00% | +3,700+16.6% | Added |
| UBS Asset Management Americas Inc | 25,417 | $2.16M | 0.00% | +12,814+101.7% | Added |
| Citadel Advisors LLC | 24,525 | $2.08M | 0.00% | −11,575−32.1% | Reduced |
| TownSquare Capital, LLC | 23,092 | $1.96M | 0.02% | −1,083−4.5% | Reduced |
| Pacific Ridge Capital Partners, LLC | 20,911 | $1.78M | 0.41% | +7,356+54.3% | Added |
| Two Sigma Advisers, LP | 20,900 | $1.77M | 0.00% | −1,200−5.4% | Reduced |
| BNP Paribas Arbitrage, SA | 20,761 | $1.76M | 0.00% | −4,288−17.1% | Reduced |
| Truist Financial Corp | 20,276 | $1.72M | 0.00% | +1,055+5.5% | Added |
| Jacobs Levy Equity Management, Inc | 20,246 | $1.72M | 0.01% | −469−2.3% | Reduced |
| EJF Capital LLC | 20,160 | $1.71M | 1.18% | −29,132−59.1% | Reduced |
| Squarepoint Ops LLC | 19,597 | $1.66M | 0.00% | +19,597 | New |
| Persistent Asset Partners Ltd | 18,641 | $1.66M | 1.42% | +18,641 | New |
| Madrona Financial Services, LLC | 18,465 | $1.57M | 0.43% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 18,091 | $1.54M | 0.03% | +507+2.9% | Added |
| Militia Capital Partners, LP | 18,000 | $1.53M | 0.72% | +18,000 | New |
| SummerHaven Investment Management, LLC | 16,977 | $1.44M | 0.89% | 00.0% | Unchanged |
| First Bank & Trust | 16,747 | $1.42M | 0.27% | −2,565−13.3% | Reduced |
| Bank of America Corp | 16,742 | $1.42M | 0.00% | +1,478+9.7% | Added |
| Citigroup Inc | 16,276 | $1.38M | 0.00% | +2,569+18.7% | Added |
| Rhumbline Advisers | 15,438 | $1.31M | 0.00% | −35−0.2% | Reduced |
| PDT Partners, LLC | 14,864 | $1.26M | 0.11% | +2,819+23.4% | Added |
| Intrust Bank NA | 13,681 | $1.16M | 0.12% | −434−3.1% | Reduced |
| Diversify Wealth Management, LLC | 14,083 | $1.12M | 0.09% | −1,647−10.5% | Reduced |
| AQR Capital Management LLC | 12,629 | $1.07M | 0.00% | +254+2.1% | Added |
| Legal & General Group Plc | 11,643 | $988.6K | 0.00% | +1,505+14.8% | Added |
| Empowered Funds, LLC | 11,591 | $984.2K | 0.01% | +507+4.6% | Added |
| Rafferty Asset Management, LLC | 11,342 | $963.0K | 0.00% | +528+4.9% | Added |
| Federated Hermes, Inc. | 11,333 | $962.3K | 0.00% | +11,175+7,072.8% | Added |
| Janus Henderson Group PLC | 11,229 | $954.0K | 0.00% | −182−1.6% | Reduced |
| US Bancorp | 10,931 | $928.2K | 0.00% | +27+0.2% | Added |
| Deutsche Bank AG | 10,806 | $917.5K | 0.00% | +3,705+52.2% | Added |
| California State Teachers Retirement System | 10,659 | $905.1K | 0.00% | −110−1.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 8,850 | $751.5K | 0.01% | +8,850 | New |
| Price T Rowe Associates Inc | 8,537 | $725.0K | 0.00% | +8,537 | New |
| Susquehanna International Group, LLP | 8,379 | $711.5K | 0.00% | +3,974+90.2% | Added |
| First Trust Advisors LP | 8,297 | $704.5K | 0.00% | +156+1.9% | Added |
| Parallel Advisors, LLC | 7,975 | $677.2K | 0.02% | −30−0.4% | Reduced |
| Creative Planning | 7,752 | $658.2K | 0.00% | +2,239+40.6% | Added |
| Royal Bank of Canada | 7,697 | $653.0K | 0.00% | +2,174+39.4% | Added |
| Principal Financial Group Inc | 7,630 | $647.9K | 0.00% | +653+9.4% | Added |
| SEI Investments Co | 7,552 | $641.2K | 0.00% | +7,552 | New |
| MetLife Investment Management | 6,845 | $581.2K | 0.00% | +764+12.6% | Added |
| SG Americas Securities, LLC | 6,517 | $553.0K | 0.00% | +522+8.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 6,459 | $548.4K | 0.00% | +343+5.6% | Added |
| Raymond James Financial Inc | 6,267 | $532.1K | 0.00% | +6,267 | New |