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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 6,644 | $643.6K | 0.00% | +149+2.3% | Added |
| Parallel Advisors, LLC | 5,978 | $579.1K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 5,852 | $566.9K | 0.02% | −449−7.1% | Reduced |
| Janus Henderson Group PLC | 4,946 | $479.6K | 0.00% | −6,226−55.7% | Reduced |
| Magnus Financial Group LLC | 4,668 | $452.2K | 0.04% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 4,514 | $437.3K | 0.07% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 4,505 | $436.4K | 0.06% | +839+22.9% | Added |
| New York State Common Retirement Fund | 4,270 | $413.6K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 3,930 | $380.7K | 0.00% | +86+2.2% | Added |
| Amundi | 3,565 | $365.8K | 0.00% | +3,565 | New |
| Voya Investment Management LLC | 3,625 | $351.2K | 0.00% | +397+12.3% | Added |
| TownSquare Capital, LLC | 3,546 | $343.5K | 0.03% | −13,471−79.2% | Reduced |
| Painted Porch Advisors LLC | 3,500 | $339.0K | 0.14% | 00.0% | Unchanged |
| Millennium Management LLC | 3,431 | $332.4K | 0.00% | +3,431 | New |
| Jump Financial, LLC | 3,400 | $329.4K | 0.00% | +3,400 | New |
| Susquehanna Fundamental Investments, LLC | 3,354 | $324.9K | 0.01% | −6,205−64.9% | Reduced |
| Fiduciary Trust Co | 3,337 | $323.3K | 0.00% | −489−12.8% | Reduced |
| MML Investors Services, LLC | 3,161 | $306.0K | 0.00% | −469−12.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,142 | $304.4K | 0.01% | −358−10.2% | Reduced |
| LPL Financial LLC | 3,113 | $301.6K | 0.00% | +3,113 | New |
| Tradewinds Capital Management, LLC | 3,100 | $300.3K | 0.08% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 3,090 | $299.3K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 2,701 | $261.6K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 2,700 | $261.5K | 0.00% | +600+28.6% | Added |
| ProShare Advisors LLC | 2,646 | $256.3K | 0.00% | −62−2.3% | Reduced |
| Verition Fund Management LLC | 2,642 | $255.9K | 0.00% | −5,937−69.2% | Reduced |
| Dark Forest Capital Management LP | 2,406 | $233.1K | 0.01% | −7,741−76.3% | Reduced |
| CacheTech Inc. | 2,204 | $213.5K | 0.04% | +2,204 | New |
| Atria Investments LLC | 2,198 | $212.9K | 0.00% | −207−8.6% | Reduced |
| Balyasny Asset Management LLC | 2,155 | $208.8K | 0.00% | +2,155 | New |
| Quest Partners LLC | 2,139 | $207.2K | 0.02% | +60+2.9% | Added |
| Norden Group LLC | 2,133 | $206.6K | 0.02% | −1,212−36.2% | Reduced |
| First Horizon Advisors, Inc. | 2,045 | $198.1K | 0.01% | −13−0.6% | Reduced |
| FNY Investment Advisers, LLC | 2,000 | $193.0K | 0.08% | −2,600−56.5% | Reduced |
| Ameriflex Group, Inc. | 1,929 | $186.9K | 0.10% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 1,844 | $178.6K | 0.01% | −23−1.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,767 | $171.2K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,612 | $156.2K | 0.02% | +1,612 | New |
| Point72 Asset Management, L.P. | 1,400 | $135.6K | 0.00% | +1,400 | New |
| Ameritas Investment Partners, Inc. | 1,266 | $122.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,262 | $122.3K | 0.00% | +1,059+521.7% | Added |
| Shell Asset Management Co | 1,199 | $116.0K | 0.00% | −131−9.8% | Reduced |
| First Pacific Financial | 1,130 | $109.5K | 0.02% | −118−9.5% | Reduced |
| New York State Teachers Retirement System | 1,019 | $99.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 827 | $80.1K | 0.00% | +576+229.5% | Added |
| Global Retirement Partners, LLC | 565 | $54.7K | 0.00% | +565 | New |
| Advisor Group Holdings, Inc. | 446 | $43.2K | 0.00% | −218−32.8% | Reduced |
| Amalgamated Bank | 431 | $42.0K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 230 | $22.3K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 207 | $20.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 202 | $19.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 178 | $17.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 162 | $15.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 153 | $15.0K | 0.00% | −34−18.2% | Reduced |
| Allworth Financial LP | 149 | $14.4K | 0.00% | +9+6.4% | Added |
| EverSource Wealth Advisors, LLC | 140 | $13.6K | 0.00% | +117+508.7% | Added |
| Nisa Investment Advisors, LLC | 139 | $13.5K | 0.00% | +130+1,444.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 132 | $13.0K | 0.00% | +132 | New |
| Umb Bank N A | 123 | $11.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 122 | $11.8K | 0.00% | +122 | New |
| IFP Advisors, Inc | 0 | $7.65K | 0.00% | 0 | New |
| Assetmark, Inc | 62 | $6.01K | 0.00% | −15−19.5% | Reduced |
| Rossby Financial, LCC | 57 | $5.52K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 38 | $3.66K | 0.00% | +29+322.2% | Added |
| Rothschild Investment LLC | 35 | $3.39K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 34 | $3.29K | 0.00% | −5−12.8% | Reduced |
| Sterling Capital Management LLC | 31 | $3.00K | 0.00% | +6+24.0% | Added |
| Harbor Capital Advisors, Inc. | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 24 | $2.00K | 0.00% | −3−11.1% | Reduced |
| Signaturefd, LLC | 18 | $1.74K | 0.00% | −22−55.0% | Reduced |
| MAI Capital Management | 10 | $969 | 0.00% | +10 | New |
| Caitong International Asset Management Co., Ltd | 6 | $581 | 0.00% | +6 | New |
| Parkside Financial Bank & Trust | 5 | $485 | 0.00% | −5−50.0% | Reduced |
| True Wealth Design, LLC | 3 | $291 | 0.00% | +3 | New |
| Principal Securities, Inc. | 2 | $194 | 0.00% | +2 | New |
| SBI Securities Co., Ltd. | 1 | $97 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $0 | 0.00% | +6 | New |
| 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 |