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 |
|---|---|---|---|---|---|
| Mirae Asset Global ETFs Holdings Ltd. | 7,436 | $672.3K | 0.00% | +977+15.1% | Added |
| MetLife Investment Management | 7,272 | $657.5K | 0.00% | +427+6.2% | Added |
| Emerald Advisers, LLC | 7,242 | $654.7K | 0.03% | +1,787+32.8% | Added |
| Royal Bank of Canada | 7,197 | $651.0K | 0.00% | −500−6.5% | Reduced |
| JPMorgan Chase & Co | 6,495 | $587.2K | 0.00% | −114,974−94.7% | Reduced |
| SG Americas Securities, LLC | 6,350 | $574.0K | 0.00% | −167−2.6% | Reduced |
| XTX Topco Ltd | 6,301 | $569.7K | 0.03% | +6,301 | New |
| Raymond James Financial Inc | 6,267 | $566.6K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 6,255 | $565.5K | 0.01% | +4,225+208.1% | Added |
| Corebridge Financial, Inc. | 6,132 | $554.4K | 0.00% | +487+8.6% | Added |
| Wells Fargo & Company | 6,103 | $551.8K | 0.00% | +685+12.6% | Added |
| Parallel Advisors, LLC | 5,978 | $540.5K | 0.01% | −1,997−25.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 5,372 | $427.3K | 0.01% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 4,668 | $422.0K | 0.04% | −805−14.7% | Reduced |
| FNY Investment Advisers, LLC | 4,600 | $415.0K | 0.25% | +600+15.0% | Added |
| Capital Advisors Wealth Management, LLC | 4,514 | $408.1K | 0.07% | 00.0% | Unchanged |
| Citadel Advisors LLC | 4,434 | $400.9K | 0.00% | −20,091−81.9% | Reduced |
| New York State Common Retirement Fund | 4,270 | $386.1K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 3,844 | $347.5K | 0.00% | +524+15.8% | Added |
| Fiduciary Trust Co | 3,826 | $345.9K | 0.00% | −114−2.9% | Reduced |
| Portside Wealth Group, LLC | 3,666 | $331.4K | 0.05% | −1,097−23.0% | Reduced |
| MML Investors Services, LLC | 3,630 | $328.0K | 0.00% | −858−19.1% | 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 |
| Norden Group LLC | 3,345 | $302.4K | 0.03% | −417−11.1% | Reduced |
| Voya Investment Management LLC | 3,228 | $291.8K | 0.00% | −384−10.6% | Reduced |
| Tradewinds Capital Management, LLC | 3,100 | $280.3K | 0.08% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 3,090 | $279.4K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 2,911 | $263.2K | 0.00% | +9+0.3% | Added |
| CIBC World Markets Corp | 2,777 | $251.1K | 0.00% | +2,777 | New |
| ProShare Advisors LLC | 2,708 | $244.8K | 0.00% | −490−15.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 2,701 | $244.2K | 0.00% | +318+13.3% | Added |
| Atria Investments LLC | 2,405 | $217.4K | 0.00% | +2,405 | New |
| Schonfeld Strategic Advisors LLC | 2,300 | $207.9K | 0.00% | +2,300 | New |
| BNP Paribas Arbitrage, SA | 2,270 | $205.2K | 0.00% | −18,491−89.1% | Reduced |
| KLP Kapitalforvaltning AS | 2,100 | $189.9K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 2,079 | $188.0K | 0.02% | +2,079 | New |
| First Horizon Advisors, Inc. | 2,058 | $186.1K | 0.01% | −311−13.1% | Reduced |
| Ameriflex Group, Inc. | 1,929 | $174.4K | 0.07% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 1,867 | $168.8K | 0.02% | +1,420+317.7% | Added |
| Coldstream Capital Management Inc | 1,844 | $166.7K | 0.00% | +1,844 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,767 | $159.8K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,330 | $120.0K | 0.01% | −9−0.7% | Reduced |
| Ameritas Investment Partners, Inc. | 1,266 | $114.5K | 0.00% | +190+17.7% | Added |
| USA Financial Portformulas Corp | 1,254 | $113.4K | 0.02% | −187−13.0% | Reduced |
| First Pacific Financial | 1,248 | $112.8K | 0.02% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 1,019 | $92.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 664 | $60.0K | 0.00% | +262+65.2% | Added |
| Amalgamated Bank | 431 | $39.0K | 0.00% | +65+17.8% | Added |
| Quadrant Capital Group LLC | 293 | $26.5K | 0.00% | +38+14.9% | Added |
| Russell Investments Group, Ltd. | 251 | $22.7K | 0.00% | +109+76.8% | Added |
| University of Texas/Texas Am Investment Managment Co | 230 | $20.8K | 0.00% | +230 | New |
| Lindbrook Capital, LLC | 208 | $18.8K | 0.00% | +4+2.0% | Added |
| IMA Wealth, Inc. | 207 | $18.7K | 0.00% | +207 | New |
| Tower Research Capital LLC (TRC) | 203 | $18.4K | 0.00% | −515−71.7% | Reduced |
| GWM Advisors LLC | 202 | $18.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 187 | $17.0K | 0.00% | +80+74.8% | Added |
| Versant Capital Management, Inc | 178 | $16.1K | 0.00% | +99+125.3% | Added |
| Massmutual Trust Co FSB | 162 | $14.6K | 0.00% | −3−1.8% | Reduced |
| Allworth Financial LP | 140 | $12.4K | 0.00% | +13+10.2% | Added |
| Umb Bank N A | 123 | $11.1K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 85 | $8.39K | 0.00% | +85 | New |
| Assetmark, Inc | 77 | $6.96K | 0.00% | −11−12.5% | Reduced |
| Rossby Financial, LCC | 57 | $5.02K | 0.00% | +57 | New |
| The PNC Financial Services Group, Inc. | 55 | $4.97K | 0.00% | +55 | New |
| Signaturefd, LLC | 40 | $3.62K | 0.00% | +29+263.6% | Added |
| GAMMA Investing LLC | 39 | $3.53K | 0.00% | +32+457.1% | Added |
| Rothschild Investment LLC | 35 | $3.16K | 0.00% | +10+40.0% | Added |
| Sterling Capital Management LLC | 25 | $2.26K | 0.00% | −7−21.9% | Reduced |
| EverSource Wealth Advisors, LLC | 23 | $2.08K | 0.00% | +15+187.5% | Added |
| Harbor Capital Advisors, Inc. | 27 | $2.00K | 0.00% | −76−73.8% | Reduced |
| Covestor Ltd | 27 | $2.00K | 0.00% | −26−49.1% | Reduced |
| Parkside Financial Bank & Trust | 10 | $906 | 0.00% | +10 | New |
| Nisa Investment Advisors, LLC | 9 | $814 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 9 | $812 | 0.00% | +9 | New |
| Stephens Consulting, LLC | 5 | $453 | 0.00% | +5 | New |
| SBI Securities Co., Ltd. | 1 | $90 | 0.00% | 00.0% | Unchanged |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −102,351−100.0% | Sold out |
| Roubaix Capital, LLC | 0 | $0 | 0.00% | −58,432−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −55,877−100.0% | Sold out |
| Punch & Associates Investment Management, Inc. | 0 | $0 | 0.00% | −39,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −19,597−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −4,289−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −4,250−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −4,032−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −3,038−100.0% | Sold out |
| Pictet Asset Management Holding SA | 0 | $0 | 0.00% | −2,518−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −755−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Creekmur Asset Management LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | 0 | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |