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, Q1 2025
Institutional positions in Coastal Financial Corp as of Mar 31, 2025. 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
- 177
- +8 vs. Q4 2024
- Shares held
- 10.9M
- +824.0K (+8.2%) vs. Q4 2024
- Total value
- $987.8M
- +$131.2M (+15.3%) vs. Q4 2024
- New holders
- 25
- 68 more added
- Sold out
- 17
- 64 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Coastal Financial Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 1,339,269 | $121.1M | 0.08% | +16,944+1.3% | Added |
| BlackRock, Inc. | 1,047,333 | $94.7M | 0.00% | −22,360−2.1% | Reduced |
| Vanguard Group Inc | 739,322 | $66.8M | 0.00% | +53,937+7.9% | Added |
| Azora Capital LP | 594,142 | $53.7M | 3.65% | +196,148+49.3% | Added |
| Westwood Holdings Group Inc. | 449,113 | $40.6M | 0.31% | +359,371+400.4% | Added |
| Wellington Management Group LLP | 446,213 | $40.3M | 0.01% | −10,674−2.3% | Reduced |
| State Street Corp | 401,377 | $36.3M | 0.00% | +48,784+13.8% | Added |
| Manufacturers Life Insurance Company, The | 383,632 | $34.7M | 0.03% | −1,801−0.5% | Reduced |
| Dimensional Fund Advisors LP | 347,818 | $31.4M | 0.01% | −15,491−4.3% | Reduced |
| Endeavour Capital Advisors Inc | 331,291 | $30.0M | 11.12% | −123,938−27.2% | Reduced |
| Geode Capital Management, LLC | 297,635 | $26.9M | 0.00% | +39,128+15.1% | Added |
| FMR LLC | 279,509 | $25.3M | 0.00% | +275,875+7,591.5% | Added |
| GW&K Investment Management, LLC | 277,950 | $25.1M | 0.23% | −25,518−8.4% | Reduced |
| Driehaus Capital Management LLC | 216,882 | $19.6M | 0.19% | +120,667+125.4% | Added |
| American Century Companies Inc | 206,433 | $18.7M | 0.01% | +49,195+31.3% | Added |
| Kennedy Capital Management, Inc. | 194,773 | $17.6M | 0.42% | −104,683−35.0% | Reduced |
| Advisors Capital Management, LLC | 139,895 | $12.6M | 0.20% | −19,581−12.3% | Reduced |
| Alliancebernstein L.P. | 132,780 | $12.0M | 0.00% | −11,584−8.0% | Reduced |
| Northern Trust Corp | 116,160 | $10.5M | 0.00% | +9,015+8.4% | Added |
| Peregrine Capital Management LLC | 112,594 | $10.2M | 0.34% | +112,594 | New |
| State of Wisconsin Investment Board | 107,216 | $9.69M | 0.03% | +3,847+3.7% | Added |
| Royce & Associates LP | 106,339 | $9.61M | 0.10% | +16,785+18.7% | Added |
| Charles Schwab Investment Management Inc | 98,858 | $8.94M | 0.00% | +5,899+6.3% | Added |
| Boothbay Fund Management, LLC | 91,715 | $8.29M | 0.30% | −30,415−24.9% | Reduced |
| Stieven Capital Advisors, L.P. | 88,471 | $8.00M | 1.55% | −13,742−13.4% | Reduced |
| UBS Group AG | 88,131 | $7.97M | 0.00% | +39,170+80.0% | Added |
| Nuveen, LLC | 87,060 | $7.87M | 0.00% | +87,060 | New |
| Invesco Ltd. | 86,376 | $7.81M | 0.00% | +8,065+10.3% | Added |
| Jacobs Asset Management, LLC | 82,500 | $7.46M | 4.72% | −27,596−25.1% | Reduced |
| Goldman Sachs Group Inc | 73,503 | $6.65M | 0.00% | +22,725+44.8% | Added |
| Bridgeway Capital Management, LLC | 67,839 | $6.13M | 0.15% | +49,748+275.0% | Added |
| Stifel Financial Corp | 66,125 | $5.98M | 0.01% | −4,800−6.8% | Reduced |
| Emerald Mutual Fund Advisers Trust | 64,873 | $5.87M | 0.42% | +5,869+9.9% | Added |
| Cooper Creek Partners Management LLC | 64,713 | $5.85M | 0.19% | +64,713 | New |
| EAM Global Investors LLC | 60,722 | $5.49M | 1.49% | +60,722 | New |
| Brinker Capital Investments, LLC | 59,831 | $5.41M | 0.05% | −22,516−27.3% | Reduced |
| Orion Portfolio Solutions, LLC | 59,831 | $5.41M | 0.05% | −22,516−27.3% | Reduced |
| Great Lakes Advisors, LLC | 49,913 | $4.51M | 0.04% | +49,913 | New |
| Envestnet Asset Management Inc | 48,494 | $4.38M | 0.00% | −14,861−23.5% | Reduced |
| Cox Capital Mgt LLC | 47,977 | $4.34M | 3.17% | −637−1.3% | Reduced |
| Morgan Stanley | 47,706 | $4.31M | 0.00% | −14,653−23.5% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 47,256 | $4.27M | 3.87% | +10,701+29.3% | Added |
| Franklin Resources Inc | 43,086 | $3.90M | 0.00% | −2,800−6.1% | Reduced |
| Tudor Investment Corp Et Al | 41,424 | $3.75M | 0.03% | +453+1.1% | Added |
| Bank of America Corp | 41,289 | $3.73M | 0.00% | +24,547+146.6% | Added |
| Bank of New York Mellon Corp | 39,989 | $3.62M | 0.00% | +1,778+4.7% | Added |
| EAM Investors, LLC | 36,471 | $3.30M | 0.57% | −14,485−28.4% | Reduced |
| PMC FIG Opportunities LLC | 36,471 | $3.30M | 8.05% | +968+2.7% | Added |
| Macquarie Group Ltd | 32,222 | $2.91M | 0.00% | +32,222 | New |
| RMB Capital Management, LLC | 30,000 | $2.71M | 0.07% | 00.0% | Unchanged |
| Riverwater Partners LLC | 29,859 | $2.70M | 1.39% | −6,830−18.6% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 29,595 | $2.68M | 2.70% | −521−1.7% | Reduced |
| Mendon Capital Advisors Corp | 15,000 | $2.65M | 1.23% | −15,000−50.0% | Reduced |
| UBS Asset Management Americas Inc | 26,465 | $2.39M | 0.00% | +1,048+4.1% | Added |
| Swiss National Bank | 25,965 | $2.35M | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 25,909 | $2.34M | 0.00% | +17,530+209.2% | Added |
| Barclays PLC | 25,358 | $2.29M | 0.00% | −2,204−8.0% | Reduced |
| SEI Investments Co | 22,609 | $2.04M | 0.00% | +15,057+199.4% | Added |
| Alberta Investment Management Corp | 22,124 | $2.00M | 0.01% | +22,124 | New |
| Militia Capital Partners, LP | 22,000 | $1.99M | 0.81% | +4,000+22.2% | Added |
| Persistent Asset Partners Ltd | 21,814 | $1.97M | 1.74% | +3,173+17.0% | Added |
| Two Sigma Investments, LP | 20,097 | $1.82M | 0.00% | −23,584−54.0% | Reduced |
| PDT Partners, LLC | 19,408 | $1.75M | 0.12% | +4,544+30.6% | Added |
| Pacific Ridge Capital Partners, LLC | 18,969 | $1.71M | 0.45% | −1,942−9.3% | Reduced |
| Madrona Financial Services, LLC | 18,465 | $1.67M | 0.46% | 00.0% | Unchanged |
| Citigroup Inc | 18,222 | $1.65M | 0.00% | +1,946+12.0% | Added |
| SummerHaven Investment Management, LLC | 17,138 | $1.55M | 1.08% | +161+0.9% | Added |
| TownSquare Capital, LLC | 17,017 | $1.54M | 0.02% | −6,075−26.3% | Reduced |
| Ameriprise Financial Inc | 16,948 | $1.53M | 0.00% | −13,880−45.0% | Reduced |
| Rhumbline Advisers | 16,700 | $1.51M | 0.00% | +1,262+8.2% | Added |
| Truist Financial Corp | 16,683 | $1.51M | 0.00% | −3,593−17.7% | Reduced |
| Rafferty Asset Management, LLC | 16,486 | $1.49M | 0.01% | +5,144+45.4% | Added |
| Jacobs Levy Equity Management, Inc | 16,176 | $1.46M | 0.01% | −4,070−20.1% | Reduced |
| Two Sigma Advisers, LP | 16,000 | $1.45M | 0.00% | −4,900−23.4% | Reduced |
| First Bank & Trust | 14,745 | $1.33M | 0.26% | −2,002−12.0% | Reduced |
| Principal Financial Group Inc | 14,303 | $1.29M | 0.00% | +6,673+87.5% | Added |
| Public Employees Retirement System of Ohio | 13,742 | $1.24M | 0.00% | +8,462+160.3% | Added |
| EJF Capital LLC | 13,218 | $1.20M | 0.76% | −6,942−34.4% | Reduced |
| AQR Capital Management LLC | 13,102 | $1.18M | 0.00% | +473+3.7% | Added |
| Arcus Capital Partners, LLC | 12,619 | $1.14M | 0.46% | +12,619 | New |
| Intrust Bank NA | 12,557 | $1.14M | 0.11% | −1,124−8.2% | Reduced |
| Empowered Funds, LLC | 12,439 | $1.12M | 0.02% | +848+7.3% | Added |
| US Bancorp | 11,831 | $1.07M | 0.00% | +900+8.2% | Added |
| Legal & General Group Plc | 11,315 | $1.02M | 0.00% | −328−2.8% | Reduced |
| Federated Hermes, Inc. | 11,205 | $1.01M | 0.00% | −128−1.1% | Reduced |
| Janus Henderson Group PLC | 11,172 | $1.01M | 0.00% | −57−0.5% | Reduced |
| California State Teachers Retirement System | 10,659 | $963.7K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 10,445 | $944.0K | 0.01% | −39,201−79.0% | Reduced |
| Diversify Wealth Management, LLC | 10,808 | $942.5K | 0.07% | −3,275−23.3% | Reduced |
| Dark Forest Capital Management LP | 10,147 | $917.4K | 0.04% | +10,147 | New |
| Creative Planning | 9,884 | $893.6K | 0.00% | +2,132+27.5% | Added |
| Deutsche Bank AG | 9,866 | $892.0K | 0.00% | −940−8.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 9,559 | $864.2K | 0.01% | +709+8.0% | Added |
| Price T Rowe Associates Inc | 9,398 | $850.0K | 0.00% | +861+10.1% | Added |
| First Trust Advisors LP | 9,077 | $820.7K | 0.00% | +780+9.4% | Added |
| SummitTX Capital, L.P. | 8,630 | $780.2K | 0.03% | +8,630 | New |
| Verition Fund Management LLC | 8,579 | $775.6K | 0.00% | +8,579 | New |
| Quantbot Technologies LP | 8,476 | $766.3K | 0.02% | +8,393+10,112.0% | Added |
| Intech Investment Management LLC | 7,747 | $700.4K | 0.01% | +2,923+60.6% | Added |
| Los Angeles Capital Management LLC | 7,534 | $681.1K | 0.00% | −21,303−73.9% | Reduced |