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 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 1 | $85 | 0.00% | +1 | New |
| IFP Advisors, Inc | 0 | $340 | 0.00% | 0 | New |
| GAMMA Investing LLC | 7 | $594 | 0.00% | +7 | New |
| EverSource Wealth Advisors, LLC | 8 | $679 | 0.00% | +8 | New |
| Nisa Investment Advisors, LLC | 9 | $764 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 11 | $934 | 0.00% | +11 | New |
| Creekmur Asset Management LLC | 20 | $1.70K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 25 | $2.12K | 0.00% | +5+25.0% | Added |
| Sterling Capital Management LLC | 32 | $2.72K | 0.00% | +20+166.7% | Added |
| R Squared Ltd | 50 | $4.25K | 0.00% | +50 | New |
| Covestor Ltd | 53 | $5.00K | 0.00% | +31+140.9% | Added |
| Versant Capital Management, Inc | 79 | $6.71K | 0.00% | +79 | New |
| Quantbot Technologies LP | 83 | $7.05K | 0.00% | −2,128−96.2% | Reduced |
| Assetmark, Inc | 88 | $7.47K | 0.00% | −5−5.4% | Reduced |
| SRS Capital Advisors, Inc. | 91 | $7.73K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 100 | $8.00K | 0.00% | +100 | New |
| CWM, LLC | 107 | $9.00K | 0.00% | +16+17.6% | Added |
| Harbor Capital Advisors, Inc. | 103 | $9.00K | 0.00% | +20+24.1% | Added |
| Umb Bank N A | 123 | $10.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 127 | $10.6K | 0.00% | −3−2.3% | Reduced |
| Russell Investments Group, Ltd. | 142 | $12.1K | 0.00% | −28−16.5% | Reduced |
| Massmutual Trust Co FSB | 165 | $14.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 202 | $17.2K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 204 | $17.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 255 | $21.7K | 0.00% | +116+83.5% | Added |
| Amalgamated Bank | 366 | $31.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 402 | $34.1K | 0.00% | −4,630−92.0% | Reduced |
| Point72 (DIFC) Ltd | 447 | $38.0K | 0.00% | −126−22.0% | Reduced |
| Tower Research Capital LLC (TRC) | 718 | $61.0K | 0.00% | +461+179.4% | Added |
| Meeder Asset Management Inc | 755 | $64.1K | 0.00% | +755 | New |
| New York State Teachers Retirement System | 1,019 | $87.0K | 0.00% | +1,019 | New |
| Ameritas Investment Partners, Inc. | 1,076 | $91.4K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 1,248 | $106.0K | 0.02% | −808−39.3% | Reduced |
| Shell Asset Management Co | 1,339 | $114.0K | 0.00% | −62−4.4% | Reduced |
| USA Financial Portformulas Corp | 1,441 | $122.4K | 0.02% | +1,441 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,767 | $150.0K | 0.00% | −1,314−42.6% | Reduced |
| Ameriflex Group, Inc. | 1,929 | $172.0K | 0.08% | +1,929 | New |
| Cubist Systematic Strategies, LLC | 2,030 | $172.4K | 0.00% | −9,617−82.6% | Reduced |
| KLP Kapitalforvaltning AS | 2,100 | $178.3K | 0.00% | +2,100 | New |
| First Horizon Advisors, Inc. | 2,369 | $201.2K | 0.01% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 2,383 | $202.3K | 0.00% | +2,383 | New |
| Pictet Asset Management Holding SA | 2,518 | $213.8K | 0.00% | +2,518 | New |
| Mariner, LLC | 2,902 | $246.4K | 0.00% | +2,902 | New |
| Engineers Gate Manager LP | 3,038 | $258.0K | 0.00% | +3,038 | New |
| State Board of Administration of Florida Retirement System | 3,090 | $262.4K | 0.00% | +3,090 | New |
| Tradewinds Capital Management, LLC | 3,100 | $263.2K | 0.07% | 00.0% | Unchanged |
| ProShare Advisors LLC | 3,198 | $271.5K | 0.00% | +3,198 | New |
| Point72 Asset Management, L.P. | 3,300 | $280.2K | 0.00% | −785−19.2% | Reduced |
| Arizona State Retirement System | 3,320 | $281.9K | 0.00% | +3,320 | New |
| Painted Porch Advisors LLC | 3,500 | $297.2K | 0.15% | +1,500+75.0% | Added |
| Voya Investment Management LLC | 3,612 | $306.7K | 0.00% | −636−15.0% | Reduced |
| FMR LLC | 3,634 | $308.6K | 0.00% | +2,318+176.1% | Added |
| Norden Group LLC | 3,762 | $319.4K | 0.04% | +3,762 | New |
| Fiduciary Trust Co | 3,940 | $334.5K | 0.00% | +3,940 | New |
| FNY Investment Advisers, LLC | 4,000 | $339.0K | 0.18% | +4,000 | New |
| Toroso Investments, LLC | 4,032 | $342.4K | 0.00% | +4,032 | New |
| HSBC Holdings PLC | 4,250 | $355.3K | 0.00% | −1,928−31.2% | Reduced |
| New York State Common Retirement Fund | 4,270 | $362.6K | 0.00% | 00.0% | Unchanged |
| Corton Capital Inc. | 4,289 | $364.2K | 0.21% | −6,198−59.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 4,404 | $373.9K | 0.01% | +4,404 | New |
| MML Investors Services, LLC | 4,488 | $381.0K | 0.00% | +210+4.9% | Added |
| Capital Advisors Wealth Management, LLC | 4,514 | $383.3K | 0.07% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 4,763 | $404.4K | 0.07% | +94+2.0% | Added |
| Intech Investment Management LLC | 4,824 | $409.6K | 0.00% | +4,824 | New |
| Public Employees Retirement System of Ohio | 5,280 | $448.3K | 0.00% | +5,280 | New |
| Mesirow Financial Investment Management, Inc. | 5,372 | $456.1K | 0.01% | +75+1.4% | Added |
| Wells Fargo & Company | 5,418 | $460.0K | 0.00% | +1,706+46.0% | Added |
| Emerald Advisers, LLC | 5,455 | $463.2K | 0.02% | +5,455 | New |
| Magnus Financial Group LLC | 5,473 | $464.7K | 0.04% | −271−4.7% | Reduced |
| Corebridge Financial, Inc. | 5,645 | $479.3K | 0.00% | −357−5.9% | Reduced |
| Raymond James Financial Inc | 6,267 | $532.1K | 0.00% | +6,267 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 6,459 | $548.4K | 0.00% | +343+5.6% | Added |
| SG Americas Securities, LLC | 6,517 | $553.0K | 0.00% | +522+8.7% | Added |
| MetLife Investment Management | 6,845 | $581.2K | 0.00% | +764+12.6% | Added |
| SEI Investments Co | 7,552 | $641.2K | 0.00% | +7,552 | New |
| Principal Financial Group Inc | 7,630 | $647.9K | 0.00% | +653+9.4% | Added |
| Royal Bank of Canada | 7,697 | $653.0K | 0.00% | +2,174+39.4% | Added |
| Creative Planning | 7,752 | $658.2K | 0.00% | +2,239+40.6% | Added |
| Parallel Advisors, LLC | 7,975 | $677.2K | 0.02% | −30−0.4% | Reduced |
| First Trust Advisors LP | 8,297 | $704.5K | 0.00% | +156+1.9% | Added |
| Susquehanna International Group, LLP | 8,379 | $711.5K | 0.00% | +3,974+90.2% | Added |
| Price T Rowe Associates Inc | 8,537 | $725.0K | 0.00% | +8,537 | New |
| Susquehanna Fundamental Investments, LLC | 8,850 | $751.5K | 0.01% | +8,850 | New |
| California State Teachers Retirement System | 10,659 | $905.1K | 0.00% | −110−1.0% | Reduced |
| Deutsche Bank AG | 10,806 | $917.5K | 0.00% | +3,705+52.2% | Added |
| US Bancorp | 10,931 | $928.2K | 0.00% | +27+0.2% | Added |
| Janus Henderson Group PLC | 11,229 | $954.0K | 0.00% | −182−1.6% | Reduced |
| Federated Hermes, Inc. | 11,333 | $962.3K | 0.00% | +11,175+7,072.8% | Added |
| Rafferty Asset Management, LLC | 11,342 | $963.0K | 0.00% | +528+4.9% | Added |
| Empowered Funds, LLC | 11,591 | $984.2K | 0.01% | +507+4.6% | Added |
| Legal & General Group Plc | 11,643 | $988.6K | 0.00% | +1,505+14.8% | Added |
| AQR Capital Management LLC | 12,629 | $1.07M | 0.00% | +254+2.1% | Added |
| Diversify Wealth Management, LLC | 14,083 | $1.12M | 0.09% | −1,647−10.5% | Reduced |
| Intrust Bank NA | 13,681 | $1.16M | 0.12% | −434−3.1% | Reduced |
| PDT Partners, LLC | 14,864 | $1.26M | 0.11% | +2,819+23.4% | Added |
| Rhumbline Advisers | 15,438 | $1.31M | 0.00% | −35−0.2% | Reduced |
| Citigroup Inc | 16,276 | $1.38M | 0.00% | +2,569+18.7% | Added |
| Bank of America Corp | 16,742 | $1.42M | 0.00% | +1,478+9.7% | Added |
| First Bank & Trust | 16,747 | $1.42M | 0.27% | −2,565−13.3% | Reduced |
| SummerHaven Investment Management, LLC | 16,977 | $1.44M | 0.89% | 00.0% | Unchanged |