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 |
|---|---|---|---|---|---|
| Corebridge Financial, Inc. | 5,645 | $479.3K | 0.00% | −357−5.9% | Reduced |
| Magnus Financial Group LLC | 5,473 | $464.7K | 0.04% | −271−4.7% | Reduced |
| Emerald Advisers, LLC | 5,455 | $463.2K | 0.02% | +5,455 | New |
| Wells Fargo & Company | 5,418 | $460.0K | 0.00% | +1,706+46.0% | Added |
| Mesirow Financial Investment Management, Inc. | 5,372 | $456.1K | 0.01% | +75+1.4% | Added |
| Public Employees Retirement System of Ohio | 5,280 | $448.3K | 0.00% | +5,280 | New |
| Intech Investment Management LLC | 4,824 | $409.6K | 0.00% | +4,824 | New |
| Portside Wealth Group, LLC | 4,763 | $404.4K | 0.07% | +94+2.0% | Added |
| Capital Advisors Wealth Management, LLC | 4,514 | $383.3K | 0.07% | 00.0% | Unchanged |
| MML Investors Services, LLC | 4,488 | $381.0K | 0.00% | +210+4.9% | Added |
| Ashton Thomas Private Wealth, LLC | 4,404 | $373.9K | 0.01% | +4,404 | New |
| Corton Capital Inc. | 4,289 | $364.2K | 0.21% | −6,198−59.1% | Reduced |
| New York State Common Retirement Fund | 4,270 | $362.6K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 4,250 | $355.3K | 0.00% | −1,928−31.2% | Reduced |
| Toroso Investments, LLC | 4,032 | $342.4K | 0.00% | +4,032 | New |
| FNY Investment Advisers, LLC | 4,000 | $339.0K | 0.18% | +4,000 | New |
| Fiduciary Trust Co | 3,940 | $334.5K | 0.00% | +3,940 | New |
| Norden Group LLC | 3,762 | $319.4K | 0.04% | +3,762 | New |
| FMR LLC | 3,634 | $308.6K | 0.00% | +2,318+176.1% | Added |
| Voya Investment Management LLC | 3,612 | $306.7K | 0.00% | −636−15.0% | Reduced |
| Painted Porch Advisors LLC | 3,500 | $297.2K | 0.15% | +1,500+75.0% | Added |
| Arizona State Retirement System | 3,320 | $281.9K | 0.00% | +3,320 | New |
| Point72 Asset Management, L.P. | 3,300 | $280.2K | 0.00% | −785−19.2% | Reduced |
| ProShare Advisors LLC | 3,198 | $271.5K | 0.00% | +3,198 | New |
| Tradewinds Capital Management, LLC | 3,100 | $263.2K | 0.07% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 3,090 | $262.4K | 0.00% | +3,090 | New |
| Engineers Gate Manager LP | 3,038 | $258.0K | 0.00% | +3,038 | New |
| Mariner, LLC | 2,902 | $246.4K | 0.00% | +2,902 | New |
| Pictet Asset Management Holding SA | 2,518 | $213.8K | 0.00% | +2,518 | New |
| Police & Firemen's Retirement System of New Jersey | 2,383 | $202.3K | 0.00% | +2,383 | New |
| First Horizon Advisors, Inc. | 2,369 | $201.2K | 0.01% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 2,100 | $178.3K | 0.00% | +2,100 | New |
| Cubist Systematic Strategies, LLC | 2,030 | $172.4K | 0.00% | −9,617−82.6% | Reduced |
| Ameriflex Group, Inc. | 1,929 | $172.0K | 0.08% | +1,929 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,767 | $150.0K | 0.00% | −1,314−42.6% | Reduced |
| USA Financial Portformulas Corp | 1,441 | $122.4K | 0.02% | +1,441 | New |
| Shell Asset Management Co | 1,339 | $114.0K | 0.00% | −62−4.4% | Reduced |
| First Pacific Financial | 1,248 | $106.0K | 0.02% | −808−39.3% | Reduced |
| Ameritas Investment Partners, Inc. | 1,076 | $91.4K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 1,019 | $87.0K | 0.00% | +1,019 | New |
| Meeder Asset Management Inc | 755 | $64.1K | 0.00% | +755 | New |
| Tower Research Capital LLC (TRC) | 718 | $61.0K | 0.00% | +461+179.4% | Added |
| Point72 (DIFC) Ltd | 447 | $38.0K | 0.00% | −126−22.0% | Reduced |
| Advisor Group Holdings, Inc. | 402 | $34.1K | 0.00% | −4,630−92.0% | Reduced |
| Amalgamated Bank | 366 | $31.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 255 | $21.7K | 0.00% | +116+83.5% | Added |
| Lindbrook Capital, LLC | 204 | $17.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 202 | $17.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 165 | $14.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 142 | $12.1K | 0.00% | −28−16.5% | Reduced |
| Allworth Financial LP | 127 | $10.6K | 0.00% | −3−2.3% | Reduced |
| Umb Bank N A | 123 | $10.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 107 | $9.00K | 0.00% | +16+17.6% | Added |
| Harbor Capital Advisors, Inc. | 103 | $9.00K | 0.00% | +20+24.1% | Added |
| Simplex Trading, LLC | 100 | $8.00K | 0.00% | +100 | New |
| SRS Capital Advisors, Inc. | 91 | $7.73K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 88 | $7.47K | 0.00% | −5−5.4% | Reduced |
| Quantbot Technologies LP | 83 | $7.05K | 0.00% | −2,128−96.2% | Reduced |
| Versant Capital Management, Inc | 79 | $6.71K | 0.00% | +79 | New |
| Covestor Ltd | 53 | $5.00K | 0.00% | +31+140.9% | Added |
| R Squared Ltd | 50 | $4.25K | 0.00% | +50 | New |
| Sterling Capital Management LLC | 32 | $2.72K | 0.00% | +20+166.7% | Added |
| Rothschild Investment LLC | 25 | $2.12K | 0.00% | +5+25.0% | Added |
| Creekmur Asset Management LLC | 20 | $1.70K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 11 | $934 | 0.00% | +11 | New |
| Nisa Investment Advisors, LLC | 9 | $764 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 8 | $679 | 0.00% | +8 | New |
| GAMMA Investing LLC | 7 | $594 | 0.00% | +7 | New |
| IFP Advisors, Inc | 0 | $340 | 0.00% | 0 | New |
| SBI Securities Co., Ltd. | 1 | $85 | 0.00% | +1 | New |
| Millennium Management LLC | 0 | $0 | 0.00% | −30,783−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −26,430−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −19,889−100.0% | Sold out |
| Moss Adams Wealth Advisors LLC | 0 | $0 | 0.00% | −18,888−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −13,472−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −11,850−100.0% | Sold out |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −8,896−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −6,604−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −5,637−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −5,478−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −3,955−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −401−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −207−100.0% | Sold out |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |