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, Q3 2025
Institutional positions in Coastal Financial Corp as of Sep 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
- 186
- +10 vs. Q2 2025
- Shares held
- 12.2M
- +959.8K (+8.6%) vs. Q2 2025
- Total value
- $1.31B
- +$230.2M (+21.2%) vs. Q2 2025
- New holders
- 34
- 54 more added
- Sold out
- 24
- 71 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Coastal Financial Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tortoise Investment Management, LLC | 1 | $108 | 0.00% | +1 | New |
| Principal Securities, Inc. | 2 | $216 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $325 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3 | $350 | 0.00% | +3 | New |
| Parkside Financial Bank & Trust | 5 | $541 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 5 | $541 | 0.00% | +5 | New |
| Covestor Ltd | 22 | $2.00K | 0.00% | −2−8.3% | Reduced |
| Signaturefd, LLC | 29 | $3.14K | 0.00% | +11+61.1% | Added |
| Rothschild Investment LLC | 30 | $3.25K | 0.00% | −5−14.3% | Reduced |
| Sterling Capital Management LLC | 31 | $3.35K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 32 | $3.46K | 0.00% | −2−5.9% | Reduced |
| Comerica Bank | 39 | $4.20K | 0.00% | +1+2.6% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 47 | $5.08K | 0.00% | +47 | New |
| Point72 Europe (London) LLP | 53 | $5.73K | 0.00% | +53 | New |
| Assetmark, Inc | 55 | $5.95K | 0.00% | −7−11.3% | Reduced |
| Harbor Capital Advisors, Inc. | 61 | $7.00K | 0.00% | +34+125.9% | Added |
| Strategic Advocates LLC | 80 | $8.65K | 0.00% | +80 | New |
| Optiver Holding B.V. | 96 | $10.4K | 0.00% | +96 | New |
| MCF Advisors LLC | 99 | $10.7K | 0.00% | +99 | New |
| Umb Bank N A | 123 | $13.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 126 | $13.6K | 0.00% | −36−22.2% | Reduced |
| EverSource Wealth Advisors, LLC | 131 | $14.2K | 0.00% | −9−6.4% | Reduced |
| SRS Capital Advisors, Inc. | 132 | $14.3K | 0.00% | +132 | New |
| Rossby Financial, LCC | 136 | $15.0K | 0.00% | +79+138.6% | Added |
| Nisa Investment Advisors, LLC | 139 | $15.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 156 | $16.9K | 0.00% | +7+4.7% | Added |
| CWM, LLC | 156 | $17.0K | 0.00% | +3+2.0% | Added |
| Versant Capital Management, Inc | 178 | $19.3K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 194 | $21.0K | 0.00% | +194 | New |
| GWM Advisors LLC | 202 | $21.9K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 207 | $22.4K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 230 | $24.9K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 255 | $27.6K | 0.00% | +255 | New |
| Shell Asset Management Co | 416 | $45.0K | 0.00% | −783−65.3% | Reduced |
| Amalgamated Bank | 431 | $47.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 565 | $61.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 538 | $61.6K | 0.00% | +92+20.6% | Added |
| State of Alaska, Department of Revenue | 592 | $64.0K | 0.00% | +592 | New |
| Farther Finance Advisors, LLC | 896 | $96.9K | 0.00% | +774+634.4% | Added |
| USA Financial Portformulas Corp | 944 | $102.1K | 0.02% | +944 | New |
| Tower Research Capital LLC (TRC) | 989 | $107.0K | 0.00% | −273−21.6% | Reduced |
| Ameritas Investment Partners, Inc. | 1,078 | $116.6K | 0.00% | −188−14.8% | Reduced |
| First Horizon Corp | 1,129 | $122.1K | 0.01% | +1,129 | New |
| First Pacific Financial | 1,130 | $122.2K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,767 | $191.1K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 1,843 | $199.4K | 0.01% | −1−0.1% | Reduced |
| Pictet Asset Management Holding SA | 1,969 | $213.0K | 0.00% | +1,969 | New |
| Verdence Capital Advisors LLC | 2,119 | $226.2K | 0.01% | +2,119 | New |
| CacheTech Inc. | 2,204 | $238.4K | 0.05% | 00.0% | Unchanged |
| ProShare Advisors LLC | 2,205 | $238.5K | 0.00% | −441−16.7% | Reduced |
| Balyasny Asset Management LLC | 2,210 | $239.1K | 0.00% | +55+2.6% | Added |
| Quest Partners LLC | 2,217 | $239.8K | 0.02% | +78+3.6% | Added |
| Coldstream Capital Management Inc | 2,365 | $255.8K | 0.00% | +2,365 | New |
| Voya Investment Management LLC | 2,405 | $260.1K | 0.00% | −1,220−33.7% | Reduced |
| KLP Kapitalforvaltning AS | 2,700 | $292.1K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 2,798 | $302.7K | 0.00% | −363−11.5% | Reduced |
| Painted Porch Advisors LLC | 2,900 | $313.7K | 0.12% | −600−17.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 2,992 | $323.6K | 0.01% | −150−4.8% | Reduced |
| Kings Path Partners LLC | 3,025 | $327.2K | 0.12% | +3,025 | New |
| State Board of Administration of Florida Retirement System | 3,071 | $332.2K | 0.00% | −19−0.6% | Reduced |
| Tradewinds Capital Management, LLC | 3,100 | $335.3K | 0.08% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 3,319 | $359.0K | 0.05% | −1,186−26.3% | Reduced |
| Amundi | 3,565 | $400.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 3,700 | $400.2K | 0.00% | −5,400−59.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,709 | $401.2K | 0.00% | +1,008+37.3% | Added |
| LPL Financial LLC | 3,811 | $412.2K | 0.00% | +698+22.4% | Added |
| Ameriflex Group, Inc. | 3,858 | $417.3K | 0.16% | +1,929+100.0% | Added |
| Arizona State Retirement System | 3,986 | $431.2K | 0.00% | +56+1.4% | Added |
| Magnus Financial Group LLC | 4,152 | $449.1K | 0.04% | −516−11.1% | Reduced |
| New York State Common Retirement Fund | 4,270 | $461.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,475 | $485.0K | 0.00% | −2,390−34.8% | Reduced |
| Capital Advisors Wealth Management, LLC | 4,514 | $488.3K | 0.07% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,633 | $501.2K | 0.01% | −1,345−22.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,701 | $509.8K | 0.00% | +4,701 | New |
| Virtu Financial LLC | 4,931 | $533.0K | 0.03% | +4,931 | New |
| Intech Investment Management LLC | 5,002 | $541.1K | 0.00% | −2,053−29.1% | Reduced |
| Cubist Systematic Strategies, LLC | 5,543 | $599.6K | 0.01% | −12,008−68.4% | Reduced |
| JPMorgan Chase & Co | 5,817 | $629.2K | 0.00% | −827−12.4% | Reduced |
| Toroso Investments, LLC | 5,825 | $630.1K | 0.00% | +5,825 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 5,993 | $648.3K | 0.00% | −1,078−15.2% | Reduced |
| Raymond James Financial Inc | 7,114 | $769.5K | 0.00% | −258−3.5% | Reduced |
| Verition Fund Management LLC | 7,144 | $772.8K | 0.00% | +4,502+170.4% | Added |
| Diversify Wealth Management, LLC | 7,350 | $791.8K | 0.05% | −995−11.9% | Reduced |
| MetLife Investment Management | 7,725 | $835.6K | 0.00% | 00.0% | Unchanged |
| Mangrove Partners | 7,737 | $836.9K | 0.07% | +7,737 | New |
| AQR Capital Management LLC | 7,818 | $845.7K | 0.00% | +577+8.0% | Added |
| Wells Fargo & Company | 7,926 | $857.4K | 0.00% | +1,221+18.2% | Added |
| Legato Capital Management LLC | 8,100 | $876.2K | 0.10% | +8,100 | New |
| SummerHaven Investment Management, LLC | 8,309 | $898.8K | 0.52% | −8,994−52.0% | Reduced |
| Persistent Asset Partners Ltd | 9,091 | $983.4K | 0.71% | −7,341−44.7% | Reduced |
| BNP Paribas Arbitrage, SA | 9,687 | $1.05M | 0.00% | +2,546+35.7% | Added |
| Deutsche Bank AG | 9,819 | $1.06M | 0.00% | +945+10.6% | Added |
| Militia Capital Partners, LP | 10,000 | $1.08M | 0.50% | −22,900−69.6% | Reduced |
| Susquehanna International Group, LLP | 10,156 | $1.10M | 0.00% | −18,601−64.7% | Reduced |
| US Bancorp | 10,931 | $1.18M | 0.00% | −819−7.0% | Reduced |
| Intrust Bank NA | 10,976 | $1.19M | 0.10% | −598−5.2% | Reduced |
| Federated Hermes, Inc. | 11,159 | $1.21M | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 11,961 | $1.29M | 0.00% | −1,781−13.0% | Reduced |
| SG Americas Securities, LLC | 12,204 | $1.32M | 0.00% | +1,463+13.6% | Added |
| Nomura Holdings Inc | 12,297 | $1.33M | 0.01% | +4,350+54.7% | Added |