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 |
|---|---|---|---|---|---|
| Avion Wealth | 6 | $0 | 0.00% | +6 | New |
| SBI Securities Co., Ltd. | 1 | $97 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2 | $194 | 0.00% | +2 | New |
| True Wealth Design, LLC | 3 | $291 | 0.00% | +3 | New |
| Parkside Financial Bank & Trust | 5 | $485 | 0.00% | −5−50.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 6 | $581 | 0.00% | +6 | New |
| MAI Capital Management | 10 | $969 | 0.00% | +10 | New |
| Signaturefd, LLC | 18 | $1.74K | 0.00% | −22−55.0% | Reduced |
| Covestor Ltd | 24 | $2.00K | 0.00% | −3−11.1% | Reduced |
| Harbor Capital Advisors, Inc. | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 31 | $3.00K | 0.00% | +6+24.0% | Added |
| GAMMA Investing LLC | 34 | $3.29K | 0.00% | −5−12.8% | Reduced |
| Rothschild Investment LLC | 35 | $3.39K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 38 | $3.66K | 0.00% | +29+322.2% | Added |
| Rossby Financial, LCC | 57 | $5.52K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 62 | $6.01K | 0.00% | −15−19.5% | Reduced |
| IFP Advisors, Inc | 0 | $7.65K | 0.00% | 0 | New |
| Farther Finance Advisors, LLC | 122 | $11.8K | 0.00% | +122 | New |
| Umb Bank N A | 123 | $11.9K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 132 | $13.0K | 0.00% | +132 | New |
| Nisa Investment Advisors, LLC | 139 | $13.5K | 0.00% | +130+1,444.4% | Added |
| EverSource Wealth Advisors, LLC | 140 | $13.6K | 0.00% | +117+508.7% | Added |
| Allworth Financial LP | 149 | $14.4K | 0.00% | +9+6.4% | Added |
| CWM, LLC | 153 | $15.0K | 0.00% | −34−18.2% | Reduced |
| Massmutual Trust Co FSB | 162 | $15.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 178 | $17.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 202 | $19.6K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 207 | $20.1K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 230 | $22.3K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 431 | $42.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 446 | $43.2K | 0.00% | −218−32.8% | Reduced |
| Global Retirement Partners, LLC | 565 | $54.7K | 0.00% | +565 | New |
| Russell Investments Group, Ltd. | 827 | $80.1K | 0.00% | +576+229.5% | Added |
| New York State Teachers Retirement System | 1,019 | $99.0K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 1,130 | $109.5K | 0.02% | −118−9.5% | Reduced |
| Shell Asset Management Co | 1,199 | $116.0K | 0.00% | −131−9.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,262 | $122.3K | 0.00% | +1,059+521.7% | Added |
| Ameritas Investment Partners, Inc. | 1,266 | $122.6K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 1,400 | $135.6K | 0.00% | +1,400 | New |
| Skopos Labs, Inc. | 1,612 | $156.2K | 0.02% | +1,612 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,767 | $171.2K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 1,844 | $178.6K | 0.01% | −23−1.2% | Reduced |
| Ameriflex Group, Inc. | 1,929 | $186.9K | 0.10% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 2,000 | $193.0K | 0.08% | −2,600−56.5% | Reduced |
| First Horizon Advisors, Inc. | 2,045 | $198.1K | 0.01% | −13−0.6% | Reduced |
| Norden Group LLC | 2,133 | $206.6K | 0.02% | −1,212−36.2% | Reduced |
| Quest Partners LLC | 2,139 | $207.2K | 0.02% | +60+2.9% | Added |
| Balyasny Asset Management LLC | 2,155 | $208.8K | 0.00% | +2,155 | New |
| Atria Investments LLC | 2,198 | $212.9K | 0.00% | −207−8.6% | Reduced |
| CacheTech Inc. | 2,204 | $213.5K | 0.04% | +2,204 | New |
| Dark Forest Capital Management LP | 2,406 | $233.1K | 0.01% | −7,741−76.3% | Reduced |
| Verition Fund Management LLC | 2,642 | $255.9K | 0.00% | −5,937−69.2% | Reduced |
| ProShare Advisors LLC | 2,646 | $256.3K | 0.00% | −62−2.3% | Reduced |
| KLP Kapitalforvaltning AS | 2,700 | $261.5K | 0.00% | +600+28.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,701 | $261.6K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 3,090 | $299.3K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 3,100 | $300.3K | 0.08% | 00.0% | Unchanged |
| LPL Financial LLC | 3,113 | $301.6K | 0.00% | +3,113 | New |
| Ashton Thomas Private Wealth, LLC | 3,142 | $304.4K | 0.01% | −358−10.2% | Reduced |
| MML Investors Services, LLC | 3,161 | $306.0K | 0.00% | −469−12.9% | Reduced |
| Fiduciary Trust Co | 3,337 | $323.3K | 0.00% | −489−12.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 3,354 | $324.9K | 0.01% | −6,205−64.9% | Reduced |
| Jump Financial, LLC | 3,400 | $329.4K | 0.00% | +3,400 | New |
| Millennium Management LLC | 3,431 | $332.4K | 0.00% | +3,431 | New |
| Painted Porch Advisors LLC | 3,500 | $339.0K | 0.14% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 3,546 | $343.5K | 0.03% | −13,471−79.2% | Reduced |
| Voya Investment Management LLC | 3,625 | $351.2K | 0.00% | +397+12.3% | Added |
| Amundi | 3,565 | $365.8K | 0.00% | +3,565 | New |
| Arizona State Retirement System | 3,930 | $380.7K | 0.00% | +86+2.2% | Added |
| New York State Common Retirement Fund | 4,270 | $413.6K | 0.00% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 4,505 | $436.4K | 0.06% | +839+22.9% | Added |
| Capital Advisors Wealth Management, LLC | 4,514 | $437.3K | 0.07% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 4,668 | $452.2K | 0.04% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 4,946 | $479.6K | 0.00% | −6,226−55.7% | Reduced |
| XTX Topco Ltd | 5,852 | $566.9K | 0.02% | −449−7.1% | Reduced |
| Parallel Advisors, LLC | 5,978 | $579.1K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 6,644 | $643.6K | 0.00% | +149+2.3% | Added |
| Wells Fargo & Company | 6,705 | $649.5K | 0.00% | +602+9.9% | Added |
| Royal Bank of Canada | 6,865 | $665.0K | 0.00% | −332−4.6% | Reduced |
| Intech Investment Management LLC | 7,055 | $683.4K | 0.01% | −692−8.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 7,071 | $685.0K | 0.00% | −365−4.9% | Reduced |
| BNP Paribas Arbitrage, SA | 7,141 | $691.7K | 0.00% | +4,871+214.6% | Added |
| AQR Capital Management LLC | 7,241 | $701.4K | 0.00% | −5,861−44.7% | Reduced |
| Raymond James Financial Inc | 7,372 | $714.1K | 0.00% | +1,105+17.6% | Added |
| Emerald Advisers, LLC | 7,421 | $718.9K | 0.03% | +179+2.5% | Added |
| MetLife Investment Management | 7,725 | $748.3K | 0.00% | +453+6.2% | Added |
| Nomura Holdings Inc | 7,947 | $769.8K | 0.01% | +7,947 | New |
| Diversify Wealth Management, LLC | 8,345 | $859.4K | 0.05% | −2,463−22.8% | Reduced |
| Deutsche Bank AG | 8,874 | $859.6K | 0.00% | −992−10.1% | Reduced |
| Two Sigma Advisers, LP | 9,100 | $881.5K | 0.00% | −6,900−43.1% | Reduced |
| Citadel Advisors LLC | 9,413 | $911.8K | 0.00% | +4,979+112.3% | Added |
| Quantbot Technologies LP | 9,535 | $923.7K | 0.02% | +1,059+12.5% | Added |
| Price T Rowe Associates Inc | 10,337 | $1.00M | 0.00% | +939+10.0% | Added |
| California State Teachers Retirement System | 10,659 | $1.03M | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 10,741 | $1.04M | 0.00% | +4,391+69.1% | Added |
| Federated Hermes, Inc. | 11,159 | $1.08M | 0.00% | −46−0.4% | Reduced |
| Creative Planning | 11,466 | $1.11M | 0.00% | +1,582+16.0% | Added |
| Intrust Bank NA | 11,574 | $1.12M | 0.10% | −983−7.8% | Reduced |
| US Bancorp | 11,750 | $1.14M | 0.00% | −81−0.7% | Reduced |
| Arcus Capital Partners, LLC | 12,672 | $1.23M | 0.53% | +53+0.4% | Added |