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, Q2 2025
Institutional positions in Coastal Financial Corp as of Jun 30, 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
- +2 vs. Q1 2025
- Shares held
- 11.2M
- +341.1K (+3.1%) vs. Q1 2025
- Total value
- $1.08B
- +$102.0M (+10.4%) vs. Q1 2025
- New holders
- 20
- 61 more added
- Sold out
- 18
- 67 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Coastal Financial Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 1,294,327 | $125.4M | 0.08% | −44,942−3.4% | Reduced |
| BlackRock, Inc. | 1,000,789 | $96.9M | 0.00% | −46,544−4.4% | Reduced |
| Vanguard Group Inc | 762,236 | $73.8M | 0.00% | +22,914+3.1% | Added |
| Azora Capital LP | 751,098 | $72.8M | 3.29% | +156,956+26.4% | Added |
| American Century Companies Inc | 481,933 | $46.7M | 0.03% | +275,500+133.5% | Added |
| Wellington Management Group LLP | 446,213 | $43.2M | 0.01% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 424,967 | $41.2M | 0.30% | −24,146−5.4% | Reduced |
| State Street Corp | 408,735 | $39.6M | 0.00% | +7,358+1.8% | Added |
| Manufacturers Life Insurance Company, The | 362,067 | $35.1M | 0.03% | −21,565−5.6% | Reduced |
| Dimensional Fund Advisors LP | 359,160 | $34.8M | 0.01% | +11,342+3.3% | Added |
| Endeavour Capital Advisors Inc | 311,495 | $30.2M | 10.38% | −19,796−6.0% | Reduced |
| Geode Capital Management, LLC | 304,365 | $29.5M | 0.00% | +6,730+2.3% | Added |
| GW&K Investment Management, LLC | 276,100 | $26.7M | 0.24% | −1,850−0.7% | Reduced |
| Driehaus Capital Management LLC | 215,712 | $20.9M | 0.17% | −1,170−0.5% | Reduced |
| Kennedy Capital Management, Inc. | 173,062 | $16.8M | 0.40% | −21,711−11.1% | Reduced |
| Royce & Associates LP | 148,625 | $14.4M | 0.15% | +42,286+39.8% | Added |
| Advisors Capital Management, LLC | 141,658 | $13.7M | 0.19% | +1,763+1.3% | Added |
| Peregrine Capital Management LLC | 140,693 | $13.6M | 0.41% | +28,099+25.0% | Added |
| FMR LLC | 133,881 | $13.0M | 0.00% | −145,628−52.1% | Reduced |
| JCSD Capital, LLC | 130,040 | $12.6M | 24.50% | +130,040 | New |
| Alliancebernstein L.P. | 128,606 | $12.5M | 0.00% | −4,174−3.1% | Reduced |
| Northern Trust Corp | 111,949 | $10.8M | 0.00% | −4,211−3.6% | Reduced |
| Boothbay Fund Management, LLC | 110,915 | $10.7M | 0.34% | +19,200+20.9% | Added |
| State of Wisconsin Investment Board | 103,303 | $10.0M | 0.02% | −3,913−3.6% | Reduced |
| Charles Schwab Investment Management Inc | 101,940 | $9.87M | 0.00% | +3,082+3.1% | Added |
| Jacobs Asset Management, LLC | 100,000 | $9.69M | 5.52% | +17,500+21.2% | Added |
| Stieven Capital Advisors, L.P. | 88,571 | $8.58M | 1.67% | +100+0.1% | Added |
| Goldman Sachs Group Inc | 84,247 | $8.16M | 0.00% | +10,744+14.6% | Added |
| Emerald Mutual Fund Advisers Trust | 78,995 | $7.65M | 0.47% | +14,122+21.8% | Added |
| Nuveen, LLC | 78,052 | $7.56M | 0.00% | −9,008−10.3% | Reduced |
| Cooper Creek Partners Management LLC | 77,661 | $7.52M | 0.25% | +12,948+20.0% | Added |
| First Trust Advisors LP | 68,748 | $6.66M | 0.01% | +59,671+657.4% | Added |
| Stifel Financial Corp | 66,746 | $6.47M | 0.01% | +621+0.9% | Added |
| Invesco Ltd. | 64,955 | $6.29M | 0.00% | −21,421−24.8% | Reduced |
| UBS Group AG | 64,250 | $6.22M | 0.00% | −23,881−27.1% | Reduced |
| Brinker Capital Investments, LLC | 63,168 | $6.12M | 0.05% | +3,337+5.6% | Added |
| Bridgeway Capital Management, LLC | 61,843 | $5.99M | 0.14% | −5,996−8.8% | Reduced |
| Silvercrest Asset Management Group LLC | 58,786 | $5.69M | 0.04% | +58,786 | New |
| Envestnet Asset Management Inc | 48,435 | $4.69M | 0.00% | −59−0.1% | Reduced |
| PMC FIG Opportunities LLC | 47,653 | $4.62M | 6.87% | +11,182+30.7% | Added |
| Cox Capital Mgt LLC | 47,175 | $4.57M | 3.12% | −802−1.7% | Reduced |
| Great Lakes Advisors, LLC | 46,776 | $4.53M | 0.04% | −3,137−6.3% | Reduced |
| Bank of America Corp | 46,160 | $4.47M | 0.00% | +4,871+11.8% | Added |
| Principal Financial Group Inc | 42,121 | $4.08M | 0.00% | +27,818+194.5% | Added |
| Franklin Resources Inc | 40,886 | $3.96M | 0.00% | −2,200−5.1% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 39,311 | $3.81M | 3.42% | −7,945−16.8% | Reduced |
| Macquarie Group Ltd | 38,086 | $3.69M | 0.00% | +5,864+18.2% | Added |
| ExodusPoint Capital Management, LP | 37,266 | $3.61M | 0.04% | +26,821+256.8% | Added |
| Bank of New York Mellon Corp | 37,063 | $3.59M | 0.00% | −2,926−7.3% | Reduced |
| UBS Asset Management Americas Inc | 36,361 | $3.52M | 0.00% | +9,896+37.4% | Added |
| Militia Capital Partners, LP | 32,900 | $3.19M | 1.50% | +10,900+49.5% | Added |
| Morgan Stanley | 32,501 | $3.15M | 0.00% | −15,205−31.9% | Reduced |
| Barclays PLC | 32,006 | $3.10M | 0.00% | +6,648+26.2% | Added |
| RMB Capital Management, LLC | 30,000 | $2.91M | 0.06% | 00.0% | Unchanged |
| Riverwater Partners LLC | 29,784 | $2.89M | 1.36% | −75−0.3% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 29,102 | $2.82M | 2.84% | −493−1.7% | Reduced |
| Susquehanna International Group, LLP | 28,757 | $2.79M | 0.00% | +2,848+11.0% | Added |
| Two Sigma Investments, LP | 27,305 | $2.65M | 0.00% | +7,208+35.9% | Added |
| Swiss National Bank | 25,965 | $2.52M | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 21,020 | $2.04M | 0.00% | −1,589−7.0% | Reduced |
| Rhumbline Advisers | 19,101 | $1.85M | 0.00% | +2,401+14.4% | Added |
| Madrona Financial Services, LLC | 18,465 | $1.79M | 0.43% | 00.0% | Unchanged |
| Truist Financial Corp | 18,381 | $1.78M | 0.00% | +1,698+10.2% | Added |
| Pacific Ridge Capital Partners, LLC | 17,899 | $1.73M | 0.41% | −1,070−5.6% | Reduced |
| Cubist Systematic Strategies, LLC | 17,551 | $1.70M | 0.02% | +11,296+180.6% | Added |
| SummerHaven Investment Management, LLC | 17,303 | $1.68M | 1.10% | +165+1.0% | Added |
| Rafferty Asset Management, LLC | 17,102 | $1.66M | 0.01% | +616+3.7% | Added |
| Citigroup Inc | 17,088 | $1.66M | 0.00% | −1,134−6.2% | Reduced |
| Persistent Asset Partners Ltd | 16,432 | $1.59M | 1.39% | −5,382−24.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 16,095 | $1.56M | 0.01% | −81−0.5% | Reduced |
| Ameriprise Financial Inc | 14,503 | $1.40M | 0.00% | −2,445−14.4% | Reduced |
| First Bank & Trust | 14,166 | $1.37M | 0.24% | −579−3.9% | Reduced |
| Legal & General Group Plc | 14,149 | $1.37M | 0.00% | +2,834+25.0% | Added |
| PDT Partners, LLC | 13,769 | $1.33M | 0.08% | −5,639−29.1% | Reduced |
| Public Employees Retirement System of Ohio | 13,742 | $1.33M | 0.00% | 00.0% | Unchanged |
| EJF Capital LLC | 13,547 | $1.31M | 1.04% | +329+2.5% | Added |
| Empowered Funds, LLC | 13,511 | $1.31M | 0.01% | +1,072+8.6% | Added |
| Arcus Capital Partners, LLC | 12,672 | $1.23M | 0.53% | +53+0.4% | Added |
| US Bancorp | 11,750 | $1.14M | 0.00% | −81−0.7% | Reduced |
| Intrust Bank NA | 11,574 | $1.12M | 0.10% | −983−7.8% | Reduced |
| Creative Planning | 11,466 | $1.11M | 0.00% | +1,582+16.0% | Added |
| Federated Hermes, Inc. | 11,159 | $1.08M | 0.00% | −46−0.4% | Reduced |
| SG Americas Securities, LLC | 10,741 | $1.04M | 0.00% | +4,391+69.1% | Added |
| California State Teachers Retirement System | 10,659 | $1.03M | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 10,337 | $1.00M | 0.00% | +939+10.0% | Added |
| Quantbot Technologies LP | 9,535 | $923.7K | 0.02% | +1,059+12.5% | Added |
| Citadel Advisors LLC | 9,413 | $911.8K | 0.00% | +4,979+112.3% | Added |
| Two Sigma Advisers, LP | 9,100 | $881.5K | 0.00% | −6,900−43.1% | Reduced |
| Deutsche Bank AG | 8,874 | $859.6K | 0.00% | −992−10.1% | Reduced |
| Diversify Wealth Management, LLC | 8,345 | $859.4K | 0.05% | −2,463−22.8% | Reduced |
| Nomura Holdings Inc | 7,947 | $769.8K | 0.01% | +7,947 | New |
| MetLife Investment Management | 7,725 | $748.3K | 0.00% | +453+6.2% | Added |
| Emerald Advisers, LLC | 7,421 | $718.9K | 0.03% | +179+2.5% | Added |
| Raymond James Financial Inc | 7,372 | $714.1K | 0.00% | +1,105+17.6% | Added |
| AQR Capital Management LLC | 7,241 | $701.4K | 0.00% | −5,861−44.7% | Reduced |
| BNP Paribas Arbitrage, SA | 7,141 | $691.7K | 0.00% | +4,871+214.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 7,071 | $685.0K | 0.00% | −365−4.9% | Reduced |
| Intech Investment Management LLC | 7,055 | $683.4K | 0.01% | −692−8.9% | Reduced |
| Royal Bank of Canada | 6,865 | $665.0K | 0.00% | −332−4.6% | Reduced |
| Wells Fargo & Company | 6,705 | $649.5K | 0.00% | +602+9.9% | Added |