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 |
|---|---|---|---|---|---|
| Empowered Funds, LLC | 13,511 | $1.31M | 0.01% | +1,072+8.6% | Added |
| EJF Capital LLC | 13,547 | $1.31M | 1.04% | +329+2.5% | Added |
| Public Employees Retirement System of Ohio | 13,742 | $1.33M | 0.00% | 00.0% | Unchanged |
| PDT Partners, LLC | 13,769 | $1.33M | 0.08% | −5,639−29.1% | Reduced |
| Legal & General Group Plc | 14,149 | $1.37M | 0.00% | +2,834+25.0% | Added |
| First Bank & Trust | 14,166 | $1.37M | 0.24% | −579−3.9% | Reduced |
| Ameriprise Financial Inc | 14,503 | $1.40M | 0.00% | −2,445−14.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 16,095 | $1.56M | 0.01% | −81−0.5% | Reduced |
| Persistent Asset Partners Ltd | 16,432 | $1.59M | 1.39% | −5,382−24.7% | Reduced |
| Citigroup Inc | 17,088 | $1.66M | 0.00% | −1,134−6.2% | Reduced |
| Rafferty Asset Management, LLC | 17,102 | $1.66M | 0.01% | +616+3.7% | Added |
| SummerHaven Investment Management, LLC | 17,303 | $1.68M | 1.10% | +165+1.0% | Added |
| Cubist Systematic Strategies, LLC | 17,551 | $1.70M | 0.02% | +11,296+180.6% | Added |
| Pacific Ridge Capital Partners, LLC | 17,899 | $1.73M | 0.41% | −1,070−5.6% | Reduced |
| Truist Financial Corp | 18,381 | $1.78M | 0.00% | +1,698+10.2% | Added |
| Madrona Financial Services, LLC | 18,465 | $1.79M | 0.43% | 00.0% | Unchanged |
| Rhumbline Advisers | 19,101 | $1.85M | 0.00% | +2,401+14.4% | Added |
| SEI Investments Co | 21,020 | $2.04M | 0.00% | −1,589−7.0% | Reduced |
| Swiss National Bank | 25,965 | $2.52M | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 27,305 | $2.65M | 0.00% | +7,208+35.9% | Added |
| Susquehanna International Group, LLP | 28,757 | $2.79M | 0.00% | +2,848+11.0% | Added |
| John W. Rosenthal Capital Management, Inc. | 29,102 | $2.82M | 2.84% | −493−1.7% | Reduced |
| Riverwater Partners LLC | 29,784 | $2.89M | 1.36% | −75−0.3% | Reduced |
| RMB Capital Management, LLC | 30,000 | $2.91M | 0.06% | 00.0% | Unchanged |
| Barclays PLC | 32,006 | $3.10M | 0.00% | +6,648+26.2% | Added |
| Morgan Stanley | 32,501 | $3.15M | 0.00% | −15,205−31.9% | Reduced |
| Militia Capital Partners, LP | 32,900 | $3.19M | 1.50% | +10,900+49.5% | Added |
| UBS Asset Management Americas Inc | 36,361 | $3.52M | 0.00% | +9,896+37.4% | Added |
| Bank of New York Mellon Corp | 37,063 | $3.59M | 0.00% | −2,926−7.3% | Reduced |
| ExodusPoint Capital Management, LP | 37,266 | $3.61M | 0.04% | +26,821+256.8% | Added |
| Macquarie Group Ltd | 38,086 | $3.69M | 0.00% | +5,864+18.2% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 39,311 | $3.81M | 3.42% | −7,945−16.8% | Reduced |
| Franklin Resources Inc | 40,886 | $3.96M | 0.00% | −2,200−5.1% | Reduced |
| Principal Financial Group Inc | 42,121 | $4.08M | 0.00% | +27,818+194.5% | Added |
| Bank of America Corp | 46,160 | $4.47M | 0.00% | +4,871+11.8% | Added |
| Great Lakes Advisors, LLC | 46,776 | $4.53M | 0.04% | −3,137−6.3% | Reduced |
| Cox Capital Mgt LLC | 47,175 | $4.57M | 3.12% | −802−1.7% | Reduced |
| PMC FIG Opportunities LLC | 47,653 | $4.62M | 6.87% | +11,182+30.7% | Added |
| Envestnet Asset Management Inc | 48,435 | $4.69M | 0.00% | −59−0.1% | Reduced |
| Silvercrest Asset Management Group LLC | 58,786 | $5.69M | 0.04% | +58,786 | New |
| Bridgeway Capital Management, LLC | 61,843 | $5.99M | 0.14% | −5,996−8.8% | Reduced |
| Brinker Capital Investments, LLC | 63,168 | $6.12M | 0.05% | +3,337+5.6% | Added |
| UBS Group AG | 64,250 | $6.22M | 0.00% | −23,881−27.1% | Reduced |
| Invesco Ltd. | 64,955 | $6.29M | 0.00% | −21,421−24.8% | Reduced |
| Stifel Financial Corp | 66,746 | $6.47M | 0.01% | +621+0.9% | Added |
| First Trust Advisors LP | 68,748 | $6.66M | 0.01% | +59,671+657.4% | Added |
| Cooper Creek Partners Management LLC | 77,661 | $7.52M | 0.25% | +12,948+20.0% | Added |
| Nuveen, LLC | 78,052 | $7.56M | 0.00% | −9,008−10.3% | Reduced |
| Emerald Mutual Fund Advisers Trust | 78,995 | $7.65M | 0.47% | +14,122+21.8% | Added |
| Goldman Sachs Group Inc | 84,247 | $8.16M | 0.00% | +10,744+14.6% | Added |
| Stieven Capital Advisors, L.P. | 88,571 | $8.58M | 1.67% | +100+0.1% | Added |
| Jacobs Asset Management, LLC | 100,000 | $9.69M | 5.52% | +17,500+21.2% | Added |
| Charles Schwab Investment Management Inc | 101,940 | $9.87M | 0.00% | +3,082+3.1% | Added |
| State of Wisconsin Investment Board | 103,303 | $10.0M | 0.02% | −3,913−3.6% | Reduced |
| Boothbay Fund Management, LLC | 110,915 | $10.7M | 0.34% | +19,200+20.9% | Added |
| Northern Trust Corp | 111,949 | $10.8M | 0.00% | −4,211−3.6% | Reduced |
| Alliancebernstein L.P. | 128,606 | $12.5M | 0.00% | −4,174−3.1% | Reduced |
| JCSD Capital, LLC | 130,040 | $12.6M | 24.50% | +130,040 | New |
| FMR LLC | 133,881 | $13.0M | 0.00% | −145,628−52.1% | Reduced |
| Peregrine Capital Management LLC | 140,693 | $13.6M | 0.41% | +28,099+25.0% | Added |
| Advisors Capital Management, LLC | 141,658 | $13.7M | 0.19% | +1,763+1.3% | Added |
| Royce & Associates LP | 148,625 | $14.4M | 0.15% | +42,286+39.8% | Added |
| Kennedy Capital Management, Inc. | 173,062 | $16.8M | 0.40% | −21,711−11.1% | Reduced |
| Driehaus Capital Management LLC | 215,712 | $20.9M | 0.17% | −1,170−0.5% | Reduced |
| GW&K Investment Management, LLC | 276,100 | $26.7M | 0.24% | −1,850−0.7% | Reduced |
| Geode Capital Management, LLC | 304,365 | $29.5M | 0.00% | +6,730+2.3% | Added |
| Endeavour Capital Advisors Inc | 311,495 | $30.2M | 10.38% | −19,796−6.0% | Reduced |
| Dimensional Fund Advisors LP | 359,160 | $34.8M | 0.01% | +11,342+3.3% | Added |
| Manufacturers Life Insurance Company, The | 362,067 | $35.1M | 0.03% | −21,565−5.6% | Reduced |
| State Street Corp | 408,735 | $39.6M | 0.00% | +7,358+1.8% | Added |
| Westwood Holdings Group Inc. | 424,967 | $41.2M | 0.30% | −24,146−5.4% | Reduced |
| Wellington Management Group LLP | 446,213 | $43.2M | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 481,933 | $46.7M | 0.03% | +275,500+133.5% | Added |
| Azora Capital LP | 751,098 | $72.8M | 3.29% | +156,956+26.4% | Added |
| Vanguard Group Inc | 762,236 | $73.8M | 0.00% | +22,914+3.1% | Added |
| BlackRock, Inc. | 1,000,789 | $96.9M | 0.00% | −46,544−4.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,294,327 | $125.4M | 0.08% | −44,942−3.4% | Reduced |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −60,722−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −41,424−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −36,471−100.0% | Sold out |
| Mendon Capital Advisors Corp | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −22,124−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −8,630−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −7,534−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −6,132−100.0% | Sold out |
| Mesirow Financial Investment Management, Inc. | 0 | $0 | 0.00% | −5,372−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −2,911−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −2,777−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,844−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −1,254−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −293−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |