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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 7,818 | $845.7K | 0.00% | +577+8.0% | Added |
| Mangrove Partners | 7,737 | $836.9K | 0.07% | +7,737 | New |
| MetLife Investment Management | 7,725 | $835.6K | 0.00% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 7,350 | $791.8K | 0.05% | −995−11.9% | Reduced |
| Verition Fund Management LLC | 7,144 | $772.8K | 0.00% | +4,502+170.4% | Added |
| Raymond James Financial Inc | 7,114 | $769.5K | 0.00% | −258−3.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 5,993 | $648.3K | 0.00% | −1,078−15.2% | Reduced |
| Toroso Investments, LLC | 5,825 | $630.1K | 0.00% | +5,825 | New |
| JPMorgan Chase & Co | 5,817 | $629.2K | 0.00% | −827−12.4% | Reduced |
| Cubist Systematic Strategies, LLC | 5,543 | $599.6K | 0.01% | −12,008−68.4% | Reduced |
| Intech Investment Management LLC | 5,002 | $541.1K | 0.00% | −2,053−29.1% | Reduced |
| Virtu Financial LLC | 4,931 | $533.0K | 0.03% | +4,931 | New |
| Wealth Enhancement Advisory Services, LLC | 4,701 | $509.8K | 0.00% | +4,701 | New |
| Parallel Advisors, LLC | 4,633 | $501.2K | 0.01% | −1,345−22.5% | Reduced |
| Capital Advisors Wealth Management, LLC | 4,514 | $488.3K | 0.07% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,475 | $485.0K | 0.00% | −2,390−34.8% | Reduced |
| New York State Common Retirement Fund | 4,270 | $461.9K | 0.00% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 4,152 | $449.1K | 0.04% | −516−11.1% | Reduced |
| Arizona State Retirement System | 3,986 | $431.2K | 0.00% | +56+1.4% | Added |
| Ameriflex Group, Inc. | 3,858 | $417.3K | 0.16% | +1,929+100.0% | Added |
| LPL Financial LLC | 3,811 | $412.2K | 0.00% | +698+22.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,709 | $401.2K | 0.00% | +1,008+37.3% | Added |
| Two Sigma Advisers, LP | 3,700 | $400.2K | 0.00% | −5,400−59.3% | Reduced |
| Amundi | 3,565 | $400.0K | 0.00% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 3,319 | $359.0K | 0.05% | −1,186−26.3% | Reduced |
| Tradewinds Capital Management, LLC | 3,100 | $335.3K | 0.08% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 3,071 | $332.2K | 0.00% | −19−0.6% | Reduced |
| Kings Path Partners LLC | 3,025 | $327.2K | 0.12% | +3,025 | New |
| Ashton Thomas Private Wealth, LLC | 2,992 | $323.6K | 0.01% | −150−4.8% | Reduced |
| Painted Porch Advisors LLC | 2,900 | $313.7K | 0.12% | −600−17.1% | Reduced |
| MML Investors Services, LLC | 2,798 | $302.7K | 0.00% | −363−11.5% | Reduced |
| KLP Kapitalforvaltning AS | 2,700 | $292.1K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 2,405 | $260.1K | 0.00% | −1,220−33.7% | Reduced |
| Coldstream Capital Management Inc | 2,365 | $255.8K | 0.00% | +2,365 | New |
| Quest Partners LLC | 2,217 | $239.8K | 0.02% | +78+3.6% | Added |
| Balyasny Asset Management LLC | 2,210 | $239.1K | 0.00% | +55+2.6% | Added |
| ProShare Advisors LLC | 2,205 | $238.5K | 0.00% | −441−16.7% | Reduced |
| CacheTech Inc. | 2,204 | $238.4K | 0.05% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 2,119 | $226.2K | 0.01% | +2,119 | New |
| Pictet Asset Management Holding SA | 1,969 | $213.0K | 0.00% | +1,969 | New |
| Point72 (DIFC) Ltd | 1,843 | $199.4K | 0.01% | −1−0.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,767 | $191.1K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 1,130 | $122.2K | 0.02% | 00.0% | Unchanged |
| First Horizon Corp | 1,129 | $122.1K | 0.01% | +1,129 | New |
| Ameritas Investment Partners, Inc. | 1,078 | $116.6K | 0.00% | −188−14.8% | Reduced |
| Tower Research Capital LLC (TRC) | 989 | $107.0K | 0.00% | −273−21.6% | Reduced |
| USA Financial Portformulas Corp | 944 | $102.1K | 0.02% | +944 | New |
| Farther Finance Advisors, LLC | 896 | $96.9K | 0.00% | +774+634.4% | Added |
| State of Alaska, Department of Revenue | 592 | $64.0K | 0.00% | +592 | New |
| Advisor Group Holdings, Inc. | 538 | $61.6K | 0.00% | +92+20.6% | Added |
| Global Retirement Partners, LLC | 565 | $61.1K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 431 | $47.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 416 | $45.0K | 0.00% | −783−65.3% | Reduced |
| Quadrant Capital Group LLC | 255 | $27.6K | 0.00% | +255 | New |
| University of Texas/Texas Am Investment Managment Co | 230 | $24.9K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 207 | $22.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 202 | $21.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 194 | $21.0K | 0.00% | +194 | New |
| Versant Capital Management, Inc | 178 | $19.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 156 | $17.0K | 0.00% | +3+2.0% | Added |
| Allworth Financial LP | 156 | $16.9K | 0.00% | +7+4.7% | Added |
| Nisa Investment Advisors, LLC | 139 | $15.0K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 136 | $15.0K | 0.00% | +79+138.6% | Added |
| SRS Capital Advisors, Inc. | 132 | $14.3K | 0.00% | +132 | New |
| EverSource Wealth Advisors, LLC | 131 | $14.2K | 0.00% | −9−6.4% | Reduced |
| Massmutual Trust Co FSB | 126 | $13.6K | 0.00% | −36−22.2% | Reduced |
| Umb Bank N A | 123 | $13.3K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 99 | $10.7K | 0.00% | +99 | New |
| Optiver Holding B.V. | 96 | $10.4K | 0.00% | +96 | New |
| Strategic Advocates LLC | 80 | $8.65K | 0.00% | +80 | New |
| Harbor Capital Advisors, Inc. | 61 | $7.00K | 0.00% | +34+125.9% | Added |
| Assetmark, Inc | 55 | $5.95K | 0.00% | −7−11.3% | Reduced |
| Point72 Europe (London) LLP | 53 | $5.73K | 0.00% | +53 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 47 | $5.08K | 0.00% | +47 | New |
| Comerica Bank | 39 | $4.20K | 0.00% | +1+2.6% | Added |
| GAMMA Investing LLC | 32 | $3.46K | 0.00% | −2−5.9% | Reduced |
| Sterling Capital Management LLC | 31 | $3.35K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 30 | $3.25K | 0.00% | −5−14.3% | Reduced |
| Signaturefd, LLC | 29 | $3.14K | 0.00% | +11+61.1% | Added |
| Covestor Ltd | 22 | $2.00K | 0.00% | −2−8.3% | Reduced |
| Parkside Financial Bank & Trust | 5 | $541 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 5 | $541 | 0.00% | +5 | New |
| Smartleaf Asset Management LLC | 3 | $350 | 0.00% | +3 | New |
| True Wealth Design, LLC | 3 | $325 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2 | $216 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1 | $108 | 0.00% | +1 | New |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −37,266−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −14,503−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −13,769−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −13,511−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −9,413−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,852−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −3,546−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −3,431−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −3,354−100.0% | Sold out |
| Fiduciary Trust Co | 0 | $0 | 0.00% | −3,337−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −2,406−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −2,198−100.0% | Sold out |
| Norden Group LLC | 0 | $0 | 0.00% | −2,133−100.0% | Sold out |