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 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 1 | $90 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 5 | $453 | 0.00% | +5 | New |
| Comerica Bank | 9 | $812 | 0.00% | +9 | New |
| Nisa Investment Advisors, LLC | 9 | $814 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 10 | $906 | 0.00% | +10 | New |
| Harbor Capital Advisors, Inc. | 27 | $2.00K | 0.00% | −76−73.8% | Reduced |
| Covestor Ltd | 27 | $2.00K | 0.00% | −26−49.1% | Reduced |
| EverSource Wealth Advisors, LLC | 23 | $2.08K | 0.00% | +15+187.5% | Added |
| Sterling Capital Management LLC | 25 | $2.26K | 0.00% | −7−21.9% | Reduced |
| Rothschild Investment LLC | 35 | $3.16K | 0.00% | +10+40.0% | Added |
| GAMMA Investing LLC | 39 | $3.53K | 0.00% | +32+457.1% | Added |
| Signaturefd, LLC | 40 | $3.62K | 0.00% | +29+263.6% | Added |
| The PNC Financial Services Group, Inc. | 55 | $4.97K | 0.00% | +55 | New |
| Rossby Financial, LCC | 57 | $5.02K | 0.00% | +57 | New |
| Assetmark, Inc | 77 | $6.96K | 0.00% | −11−12.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 85 | $8.39K | 0.00% | +85 | New |
| Umb Bank N A | 123 | $11.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 140 | $12.4K | 0.00% | +13+10.2% | Added |
| Massmutual Trust Co FSB | 162 | $14.6K | 0.00% | −3−1.8% | Reduced |
| Versant Capital Management, Inc | 178 | $16.1K | 0.00% | +99+125.3% | Added |
| CWM, LLC | 187 | $17.0K | 0.00% | +80+74.8% | Added |
| GWM Advisors LLC | 202 | $18.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 203 | $18.4K | 0.00% | −515−71.7% | Reduced |
| IMA Wealth, Inc. | 207 | $18.7K | 0.00% | +207 | New |
| Lindbrook Capital, LLC | 208 | $18.8K | 0.00% | +4+2.0% | Added |
| University of Texas/Texas Am Investment Managment Co | 230 | $20.8K | 0.00% | +230 | New |
| Russell Investments Group, Ltd. | 251 | $22.7K | 0.00% | +109+76.8% | Added |
| Quadrant Capital Group LLC | 293 | $26.5K | 0.00% | +38+14.9% | Added |
| Amalgamated Bank | 431 | $39.0K | 0.00% | +65+17.8% | Added |
| Advisor Group Holdings, Inc. | 664 | $60.0K | 0.00% | +262+65.2% | Added |
| New York State Teachers Retirement System | 1,019 | $92.0K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 1,248 | $112.8K | 0.02% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,254 | $113.4K | 0.02% | −187−13.0% | Reduced |
| Ameritas Investment Partners, Inc. | 1,266 | $114.5K | 0.00% | +190+17.7% | Added |
| Shell Asset Management Co | 1,330 | $120.0K | 0.01% | −9−0.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,767 | $159.8K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,844 | $166.7K | 0.00% | +1,844 | New |
| Point72 (DIFC) Ltd | 1,867 | $168.8K | 0.02% | +1,420+317.7% | Added |
| Ameriflex Group, Inc. | 1,929 | $174.4K | 0.07% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,058 | $186.1K | 0.01% | −311−13.1% | Reduced |
| Quest Partners LLC | 2,079 | $188.0K | 0.02% | +2,079 | New |
| KLP Kapitalforvaltning AS | 2,100 | $189.9K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,270 | $205.2K | 0.00% | −18,491−89.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 2,300 | $207.9K | 0.00% | +2,300 | New |
| Atria Investments LLC | 2,405 | $217.4K | 0.00% | +2,405 | New |
| Police & Firemen's Retirement System of New Jersey | 2,701 | $244.2K | 0.00% | +318+13.3% | Added |
| ProShare Advisors LLC | 2,708 | $244.8K | 0.00% | −490−15.3% | Reduced |
| CIBC World Markets Corp | 2,777 | $251.1K | 0.00% | +2,777 | New |
| Mariner, LLC | 2,911 | $263.2K | 0.00% | +9+0.3% | Added |
| State Board of Administration of Florida Retirement System | 3,090 | $279.4K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 3,100 | $280.3K | 0.08% | 00.0% | Unchanged |
| Voya Investment Management LLC | 3,228 | $291.8K | 0.00% | −384−10.6% | Reduced |
| Norden Group LLC | 3,345 | $302.4K | 0.03% | −417−11.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,500 | $316.4K | 0.01% | −904−20.5% | Reduced |
| Painted Porch Advisors LLC | 3,500 | $316.4K | 0.13% | 00.0% | Unchanged |
| MML Investors Services, LLC | 3,630 | $328.0K | 0.00% | −858−19.1% | Reduced |
| Portside Wealth Group, LLC | 3,666 | $331.4K | 0.05% | −1,097−23.0% | Reduced |
| Fiduciary Trust Co | 3,826 | $345.9K | 0.00% | −114−2.9% | Reduced |
| Arizona State Retirement System | 3,844 | $347.5K | 0.00% | +524+15.8% | Added |
| New York State Common Retirement Fund | 4,270 | $386.1K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 4,434 | $400.9K | 0.00% | −20,091−81.9% | Reduced |
| Capital Advisors Wealth Management, LLC | 4,514 | $408.1K | 0.07% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 4,600 | $415.0K | 0.25% | +600+15.0% | Added |
| Magnus Financial Group LLC | 4,668 | $422.0K | 0.04% | −805−14.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 5,372 | $427.3K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,978 | $540.5K | 0.01% | −1,997−25.0% | Reduced |
| Wells Fargo & Company | 6,103 | $551.8K | 0.00% | +685+12.6% | Added |
| Corebridge Financial, Inc. | 6,132 | $554.4K | 0.00% | +487+8.6% | Added |
| Cubist Systematic Strategies, LLC | 6,255 | $565.5K | 0.01% | +4,225+208.1% | Added |
| Raymond James Financial Inc | 6,267 | $566.6K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 6,301 | $569.7K | 0.03% | +6,301 | New |
| SG Americas Securities, LLC | 6,350 | $574.0K | 0.00% | −167−2.6% | Reduced |
| JPMorgan Chase & Co | 6,495 | $587.2K | 0.00% | −114,974−94.7% | Reduced |
| Royal Bank of Canada | 7,197 | $651.0K | 0.00% | −500−6.5% | Reduced |
| Emerald Advisers, LLC | 7,242 | $654.7K | 0.03% | +1,787+32.8% | Added |
| MetLife Investment Management | 7,272 | $657.5K | 0.00% | +427+6.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 7,436 | $672.3K | 0.00% | +977+15.1% | Added |
| Los Angeles Capital Management LLC | 7,534 | $681.1K | 0.00% | −21,303−73.9% | Reduced |
| Intech Investment Management LLC | 7,747 | $700.4K | 0.01% | +2,923+60.6% | Added |
| Quantbot Technologies LP | 8,476 | $766.3K | 0.02% | +8,393+10,112.0% | Added |
| Verition Fund Management LLC | 8,579 | $775.6K | 0.00% | +8,579 | New |
| SummitTX Capital, L.P. | 8,630 | $780.2K | 0.03% | +8,630 | New |
| First Trust Advisors LP | 9,077 | $820.7K | 0.00% | +780+9.4% | Added |
| Price T Rowe Associates Inc | 9,398 | $850.0K | 0.00% | +861+10.1% | Added |
| Susquehanna Fundamental Investments, LLC | 9,559 | $864.2K | 0.01% | +709+8.0% | Added |
| Deutsche Bank AG | 9,866 | $892.0K | 0.00% | −940−8.7% | Reduced |
| Creative Planning | 9,884 | $893.6K | 0.00% | +2,132+27.5% | Added |
| Dark Forest Capital Management LP | 10,147 | $917.4K | 0.04% | +10,147 | New |
| Diversify Wealth Management, LLC | 10,808 | $942.5K | 0.07% | −3,275−23.3% | Reduced |
| ExodusPoint Capital Management, LP | 10,445 | $944.0K | 0.01% | −39,201−79.0% | Reduced |
| California State Teachers Retirement System | 10,659 | $963.7K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 11,172 | $1.01M | 0.00% | −57−0.5% | Reduced |
| Federated Hermes, Inc. | 11,205 | $1.01M | 0.00% | −128−1.1% | Reduced |
| Legal & General Group Plc | 11,315 | $1.02M | 0.00% | −328−2.8% | Reduced |
| US Bancorp | 11,831 | $1.07M | 0.00% | +900+8.2% | Added |
| Empowered Funds, LLC | 12,439 | $1.12M | 0.02% | +848+7.3% | Added |
| Intrust Bank NA | 12,557 | $1.14M | 0.11% | −1,124−8.2% | Reduced |
| Arcus Capital Partners, LLC | 12,619 | $1.14M | 0.46% | +12,619 | New |
| AQR Capital Management LLC | 13,102 | $1.18M | 0.00% | +473+3.7% | Added |
| EJF Capital LLC | 13,218 | $1.20M | 0.76% | −6,942−34.4% | Reduced |