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, Q4 2025
Institutional positions in Coastal Financial Corp as of Dec 31, 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
- 208
- +27 vs. Q3 2025
- Shares held
- 12.8M
- +636.0K (+5.2%) vs. Q3 2025
- Total value
- $1.46B
- +$150.6M (+11.5%) vs. Q3 2025
- New holders
- 37
- 67 more added
- Sold out
- 10
- 71 more reduced
5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Coastal Financial Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 3 | $344 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5 | $573 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 5 | $573 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 5 | $573 | 0.00% | +5 | New |
| Zions Bancorporation, National Association | 12 | $1.38K | 0.00% | +12 | New |
| WPG Advisers, LLC | 12 | $1.38K | 0.00% | +12 | New |
| Optiver Holding B.V. | 14 | $1.60K | 0.00% | −82−85.4% | Reduced |
| Covestor Ltd | 16 | $2.00K | 0.00% | −6−27.3% | Reduced |
| Rothschild Investment LLC | 30 | $3.44K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 33 | $3.78K | 0.00% | +33 | New |
| Comerica Bank | 38 | $4.33K | 0.00% | −1−2.6% | Reduced |
| GAMMA Investing LLC | 38 | $4.35K | 0.00% | +6+18.8% | Added |
| Signaturefd, LLC | 48 | $5.50K | 0.00% | +19+65.5% | Added |
| Assetmark, Inc | 55 | $6.30K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 60 | $7.00K | 0.00% | −1−1.6% | Reduced |
| Los Angeles Capital Management LLC | 80 | $8.35K | 0.00% | +80 | New |
| Strategic Advocates LLC | 80 | $9.17K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 86 | $9.86K | 0.00% | +55+177.4% | Added |
| SRS Capital Advisors, Inc. | 92 | $10.5K | 0.00% | −40−30.3% | Reduced |
| Jones Financial Companies LLLP | 96 | $11.0K | 0.00% | +96 | New |
| Nisa Investment Advisors, LLC | 103 | $11.8K | 0.00% | −36−25.9% | Reduced |
| Eurizon Capital SGR S.p.A. | 110 | $12.6K | 0.00% | +110 | New |
| Umb Bank N A | 123 | $14.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 126 | $14.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 154 | $17.6K | 0.00% | −2−1.3% | Reduced |
| CWM, LLC | 157 | $18.0K | 0.00% | +1+0.6% | Added |
| Versant Capital Management, Inc | 178 | $20.4K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 186 | $21.0K | 0.00% | +186 | New |
| The PNC Financial Services Group, Inc. | 189 | $21.7K | 0.00% | −5−2.6% | Reduced |
| DV Trading LLC | 200 | $22.9K | 0.00% | +200 | New |
| GWM Advisors LLC | 202 | $23.1K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 205 | $23.5K | 0.01% | +69+50.7% | Added |
| IMA Wealth, Inc. | 207 | $23.7K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 212 | $24.3K | 0.00% | +113+114.1% | Added |
| University of Texas/Texas Am Investment Managment Co | 230 | $26.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 255 | $29.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 300 | $34.4K | 0.00% | +169+129.0% | Added |
| Amalgamated Bank | 405 | $46.0K | 0.00% | −26−6.0% | Reduced |
| Aquatic Capital Management LLC | 405 | $46.4K | 0.00% | +405 | New |
| Caitong International Asset Management Co., Ltd | 438 | $50.2K | 0.01% | +438 | New |
| Tower Research Capital LLC (TRC) | 500 | $57.3K | 0.00% | −489−49.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 551 | $63.1K | 0.01% | +551 | New |
| Smartleaf Asset Management LLC | 624 | $71.5K | 0.00% | +621+20,700.0% | Added |
| Global Retirement Partners, LLC | 649 | $74.4K | 0.00% | +84+14.9% | Added |
| Advisor Group Holdings, Inc. | 772 | $88.5K | 0.00% | +234+43.5% | Added |
| RiverPark Advisors, LLC | 808 | $92.6K | 0.03% | +808 | New |
| Ameritas Investment Partners, Inc. | 1,078 | $123.5K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 1,129 | $129.4K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 1,130 | $129.5K | 0.02% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 1,396 | $160.0K | 0.01% | +1,396 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,767 | $202.5K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 1,852 | $212.2K | 0.00% | +1,852 | New |
| DRW Securities, LLC | 1,866 | $213.8K | 0.02% | +1,866 | New |
| Ameriflex Group, Inc. | 1,929 | $221.0K | 0.11% | −1,929−50.0% | Reduced |
| Two Sigma Advisers, LP | 2,000 | $229.2K | 0.00% | −1,700−45.9% | Reduced |
| Jefferies Financial Group Inc. | 2,045 | $234.3K | 0.00% | +2,045 | New |
| Quest Partners LLC | 2,079 | $238.2K | 0.01% | −138−6.2% | Reduced |
| Verition Fund Management LLC | 2,100 | $240.6K | 0.00% | −5,044−70.6% | Reduced |
| CacheTech Inc. | 2,204 | $252.6K | 0.05% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 2,252 | $258.1K | 0.00% | +2,252 | New |
| Jump Financial, LLC | 2,284 | $261.7K | 0.00% | +2,284 | New |
| FourThought Financial Partners, LLC | 2,324 | $266.3K | 0.02% | +2,324 | New |
| ProShare Advisors LLC | 2,360 | $270.4K | 0.00% | +155+7.0% | Added |
| Voya Investment Management LLC | 2,405 | $275.6K | 0.00% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 2,427 | $278.1K | 0.04% | −892−26.9% | Reduced |
| Pictet Asset Management Holding SA | 2,456 | $281.4K | 0.00% | +487+24.7% | Added |
| Balyasny Asset Management LLC | 2,567 | $294.2K | 0.00% | +357+16.2% | Added |
| Quantbot Technologies LP | 2,769 | $317.3K | 0.01% | −13,281−82.7% | Reduced |
| State of Alaska, Department of Revenue | 2,868 | $327.0K | 0.00% | +2,276+384.5% | Added |
| Farther Finance Advisors, LLC | 2,889 | $331.1K | 0.00% | +1,993+222.4% | Added |
| KLP Kapitalforvaltning AS | 2,900 | $332.3K | 0.00% | +200+7.4% | Added |
| Citadel Advisors LLC | 2,920 | $334.6K | 0.00% | +2,920 | New |
| Parallel Advisors, LLC | 2,924 | $335.1K | 0.01% | −1,709−36.9% | Reduced |
| Amundi | 2,946 | $337.6K | 0.00% | −619−17.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,006 | $344.5K | 0.01% | +14+0.5% | Added |
| Kings Path Partners LLC | 3,025 | $346.6K | 0.12% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,067 | $351.4K | 0.00% | +702+29.7% | Added |
| State Board of Administration of Florida Retirement System | 3,071 | $351.9K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 3,100 | $355.2K | 0.07% | 00.0% | Unchanged |
| Marshall Wace, LLP | 3,200 | $366.7K | 0.00% | +3,200 | New |
| MML Investors Services, LLC | 3,247 | $372.1K | 0.00% | +449+16.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,371 | $386.3K | 0.00% | −338−9.1% | Reduced |
| Pathstone Holdings, LLC | 3,461 | $396.6K | 0.00% | +3,461 | New |
| Turtle Creek Wealth Advisors, LLC | 3,517 | $403.0K | 0.03% | +3,517 | New |
| Arizona State Retirement System | 3,775 | $432.6K | 0.00% | −211−5.3% | Reduced |
| XTX Topco Ltd | 3,937 | $451.1K | 0.01% | +3,937 | New |
| Two Sigma Investments, LP | 4,058 | $465.0K | 0.00% | −15,632−79.4% | Reduced |
| Magnus Financial Group LLC | 4,152 | $475.8K | 0.04% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 4,514 | $517.3K | 0.07% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,844 | $555.0K | 0.00% | +369+8.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,703 | $555.1K | 0.00% | +20.0% | Added |
| Madrona Financial Services, LLC | 4,865 | $557.5K | 0.12% | −13,600−73.7% | Reduced |
| Intech Investment Management LLC | 5,002 | $573.2K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 5,044 | $578.0K | 0.00% | +1,233+32.4% | Added |
| JPMorgan Chase & Co | 5,764 | $660.5K | 0.00% | −53−0.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 6,012 | $688.9K | 0.00% | +19+0.3% | Added |
| Skopos Labs, Inc. | 5,885 | $689.7K | 0.03% | +5,885 | New |
| Janus Henderson Group PLC | 6,160 | $704.9K | 0.00% | −36,205−85.5% | Reduced |
| Toroso Investments, LLC | 6,765 | $775.2K | 0.00% | +940+16.1% | Added |
| Diversify Wealth Management, LLC | 7,054 | $778.7K | 0.04% | −296−4.0% | Reduced |