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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 7,073 | $810.5K | 0.00% | −745−9.5% | Reduced |
| Jain Global LLC | 7,204 | $825.5K | 0.01% | +7,204 | New |
| MetLife Investment Management | 7,307 | $837.3K | 0.00% | −418−5.4% | Reduced |
| Raymond James Financial Inc | 7,310 | $837.7K | 0.00% | +196+2.8% | Added |
| SG Americas Securities, LLC | 8,015 | $918.0K | 0.00% | −4,189−34.3% | Reduced |
| SummerHaven Investment Management, LLC | 8,309 | $952.1K | 0.54% | 00.0% | Unchanged |
| Numerai GP LLC | 8,531 | $977.6K | 0.12% | +8,531 | New |
| Deutsche Bank AG | 10,421 | $1.19M | 0.00% | +602+6.1% | Added |
| Point72 Asset Management, L.P. | 10,813 | $1.24M | 0.00% | +10,813 | New |
| Intrust Bank NA | 10,901 | $1.25M | 0.10% | −75−0.7% | Reduced |
| US Bancorp | 10,931 | $1.25M | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 11,375 | $1.30M | 0.00% | +1,219+12.0% | Added |
| First Bank & Trust | 11,570 | $1.33M | 0.22% | −769−6.2% | Reduced |
| Public Employees Retirement System of Ohio | 11,961 | $1.37M | 0.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 12,070 | $1.38M | 0.12% | +3,970+49.0% | Added |
| Creative Planning | 12,094 | $1.39M | 0.00% | −1,561−11.4% | Reduced |
| Ameriprise Financial Inc | 12,388 | $1.42M | 0.00% | +12,388 | New |
| Legal & General Group Plc | 12,566 | $1.44M | 0.00% | −2,008−13.8% | Reduced |
| Arcus Capital Partners, LLC | 12,865 | $1.47M | 0.53% | +193+1.5% | Added |
| California State Teachers Retirement System | 13,081 | $1.50M | 0.00% | +502+4.0% | Added |
| EJF Capital LLC | 13,227 | $1.52M | 0.86% | −769−5.5% | Reduced |
| Citigroup Inc | 14,113 | $1.62M | 0.00% | −1,042−6.9% | Reduced |
| Wells Fargo & Company | 14,133 | $1.62M | 0.00% | +6,207+78.3% | Added |
| Harvest Investment Services, LLC | 14,607 | $1.67M | 0.32% | +464+3.3% | Added |
| Persistent Asset Partners Ltd | 15,436 | $1.77M | 0.85% | +6,345+69.8% | Added |
| Pacific Ridge Capital Partners, LLC | 15,706 | $1.80M | 0.40% | −1,018−6.1% | Reduced |
| Truist Financial Corp | 15,855 | $1.82M | 0.00% | +1,840+13.1% | Added |
| Rafferty Asset Management, LLC | 15,909 | $1.82M | 0.01% | −5,834−26.8% | Reduced |
| Rhumbline Advisers | 16,089 | $1.84M | 0.00% | −2,758−14.6% | Reduced |
| Nomura Holdings Inc | 16,125 | $1.85M | 0.01% | +3,828+31.1% | Added |
| Great Lakes Advisors, LLC | 16,334 | $1.87M | 0.02% | −7,031−30.1% | Reduced |
| BNP Paribas Arbitrage, SA | 17,489 | $2.00M | 0.00% | +7,802+80.5% | Added |
| New York State Common Retirement Fund | 17,856 | $2.05M | 0.00% | +13,586+318.2% | Added |
| Militia Capital Partners, LP | 19,000 | $2.18M | 0.82% | +9,000+90.0% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 19,011 | $2.18M | 1.79% | −9,900−34.2% | Reduced |
| Thornburg Investment Management Inc | 19,252 | $2.21M | 0.03% | +19,252 | New |
| Quent Capital, LLC | 19,889 | $2.28M | 0.16% | +19,889 | New |
| Federated Hermes, Inc. | 20,963 | $2.40M | 0.00% | +9,804+87.9% | Added |
| Colony Group, LLC | 23,842 | $2.73M | 0.00% | −351−1.5% | Reduced |
| Bridgeway Capital Management, LLC | 24,832 | $2.85M | 0.06% | −3,100−11.1% | Reduced |
| Barclays PLC | 25,781 | $2.95M | 0.00% | +5,920+29.8% | Added |
| Swiss National Bank | 26,765 | $3.07M | 0.00% | +600+2.3% | Added |
| John W. Rosenthal Capital Management, Inc. | 29,013 | $3.32M | 3.08% | 00.0% | Unchanged |
| Victory Capital Management Inc | 29,422 | $3.37M | 0.00% | +40+0.1% | Added |
| EAM Investors, LLC | 29,427 | $3.37M | 0.38% | −9,584−24.6% | Reduced |
| Riverwater Partners LLC | 29,601 | $3.39M | 1.31% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 30,000 | $3.44M | 0.06% | 00.0% | Unchanged |
| Mendon Capital Advisors Corp | 30,000 | $3.44M | 1.35% | +300+1.0% | Added |
| Lisanti Capital Growth, LLC | 32,609 | $3.74M | 0.89% | −50−0.2% | Reduced |
| Envestnet Asset Management Inc | 33,042 | $3.79M | 0.00% | −2,430−6.9% | Reduced |
| Phocas Financial Corp. | 34,453 | $3.95M | 0.51% | +34,453 | New |
| Franklin Resources Inc | 34,685 | $3.97M | 0.00% | −2,100−5.7% | Reduced |
| SEI Investments Co | 35,317 | $4.05M | 0.00% | +9,823+38.5% | Added |
| Principal Financial Group Inc | 35,668 | $4.09M | 0.00% | −11,115−23.8% | Reduced |
| Bank of New York Mellon Corp | 35,868 | $4.11M | 0.00% | −2,066−5.4% | Reduced |
| Kingdon Capital Management, L.L.C. | 40,000 | $4.58M | 0.70% | +40,000 | New |
| Nomura Asset Management International Inc. | 40,177 | $4.60M | 0.01% | +40,177 | New |
| PMC FIG Opportunities LLC | 43,222 | $4.95M | 7.78% | +14,939+52.8% | Added |
| First Trust Advisors LP | 43,759 | $5.01M | 0.00% | −15,469−26.1% | Reduced |
| Cox Capital Mgt LLC | 47,775 | $5.27M | 3.28% | +656+1.4% | Added |
| Brinker Capital Investments, LLC | 46,209 | $5.30M | 0.04% | −1,472−3.1% | Reduced |
| Russell Investments Group, Ltd. | 48,570 | $5.57M | 0.01% | +2,093+4.5% | Added |
| Bank of America Corp | 50,612 | $5.80M | 0.00% | −15,067−22.9% | Reduced |
| Goldman Sachs Group Inc | 57,810 | $6.62M | 0.00% | −34,493−37.4% | Reduced |
| Stifel Financial Corp | 59,654 | $6.84M | 0.01% | +115+0.2% | Added |
| Stieven Capital Advisors, L.P. | 65,771 | $7.54M | 1.40% | −200−0.3% | Reduced |
| Segall Bryant & Hamill, LLC | 73,187 | $8.39M | 0.11% | +73,187 | New |
| Invesco Ltd. | 75,974 | $8.71M | 0.00% | −1,003−1.3% | Reduced |
| Nuveen, LLC | 77,174 | $8.84M | 0.00% | −878−1.1% | Reduced |
| Silvercrest Asset Management Group LLC | 85,723 | $9.82M | 0.07% | 00.0% | Unchanged |
| Jacobs Asset Management, LLC | 88,449 | $10.1M | 5.65% | +13,449+17.9% | Added |
| Morgan Stanley | 101,301 | $11.6M | 0.00% | +69,633+219.9% | Added |
| Price T Rowe Associates Inc | 105,734 | $12.1M | 0.00% | +293+0.3% | Added |
| Boothbay Fund Management, LLC | 106,342 | $12.2M | 0.32% | +43,716+69.8% | Added |
| Northern Trust Corp | 106,652 | $12.2M | 0.00% | −6,210−5.5% | Reduced |
| Charles Schwab Investment Management Inc | 107,255 | $12.3M | 0.00% | −1,047−1.0% | Reduced |
| Emerald Mutual Fund Advisers Trust | 107,737 | $12.3M | 0.60% | +29,555+37.8% | Added |
| Brevan Howard Capital Management LP | 110,000 | $12.6M | 0.24% | +110,000 | New |
| State of Wisconsin Investment Board | 110,795 | $12.7M | 0.03% | +7,538+7.3% | Added |
| Alliancebernstein L.P. | 119,238 | $13.7M | 0.00% | −3,218−2.6% | Reduced |
| UBS Group AG | 121,760 | $14.0M | 0.00% | −44,425−26.7% | Reduced |
| Royce & Associates LP | 123,852 | $14.2M | 0.14% | +5,943+5.0% | Added |
| Advisors Capital Management, LLC | 124,703 | $14.3M | 0.17% | −137−0.1% | Reduced |
| D.A. Davidson & Co. | 125,539 | $14.4M | 0.09% | 00.0% | Unchanged |
| JCSD Capital, LLC | 129,040 | $14.8M | 20.47% | −1,000−0.8% | Reduced |
| Peregrine Capital Management LLC | 145,706 | $16.7M | 0.51% | −1,847−1.3% | Reduced |
| Ranger Investment Management, L.P. | 152,039 | $17.4M | 1.19% | −4,146−2.7% | Reduced |
| Emerald Advisers, LLC | 152,755 | $17.5M | 0.54% | +93,669+158.5% | Added |
| Endeavour Capital Advisors Inc | 161,924 | $18.6M | 5.16% | −9,500−5.5% | Reduced |
| UBS Asset Management Americas Inc | 162,186 | $18.6M | 0.00% | −6,578−3.9% | Reduced |
| Kennedy Capital Management, Inc. | 168,825 | $19.3M | 0.41% | +26,914+19.0% | Added |
| Next Century Growth Investors LLC | 178,224 | $20.4M | 1.42% | +100,731+130.0% | Added |
| GW&K Investment Management, LLC | 197,829 | $22.7M | 0.20% | +12,426+6.7% | Added |
| Cooper Creek Partners Management LLC | 219,597 | $25.2M | 1.19% | +57,498+35.5% | Added |
| Geode Capital Management, LLC | 325,897 | $37.4M | 0.00% | +9,357+3.0% | Added |
| Loomis Sayles & Co L P | 330,230 | $37.8M | 0.05% | +100,661+43.8% | Added |
| Manufacturers Life Insurance Company, The | 333,208 | $38.2M | 0.03% | −13,496−3.9% | Reduced |
| Dimensional Fund Advisors LP | 334,147 | $38.3M | 0.01% | −14,206−4.1% | Reduced |
| Westwood Holdings Group Inc. | 337,040 | $38.6M | 0.31% | −17,603−5.0% | Reduced |
| Driehaus Capital Management LLC | 344,364 | $39.5M | 0.27% | −12,124−3.4% | Reduced |