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 |
|---|---|---|---|---|---|
| Deutsche Bank AG | 10,421 | $1.19M | 0.00% | +602+6.1% | Added |
| Numerai GP LLC | 8,531 | $977.6K | 0.12% | +8,531 | New |
| SummerHaven Investment Management, LLC | 8,309 | $952.1K | 0.54% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 8,015 | $918.0K | 0.00% | −4,189−34.3% | Reduced |
| Raymond James Financial Inc | 7,310 | $837.7K | 0.00% | +196+2.8% | Added |
| MetLife Investment Management | 7,307 | $837.3K | 0.00% | −418−5.4% | Reduced |
| Jain Global LLC | 7,204 | $825.5K | 0.01% | +7,204 | New |
| AQR Capital Management LLC | 7,073 | $810.5K | 0.00% | −745−9.5% | Reduced |
| Diversify Wealth Management, LLC | 7,054 | $778.7K | 0.04% | −296−4.0% | Reduced |
| Toroso Investments, LLC | 6,765 | $775.2K | 0.00% | +940+16.1% | Added |
| Janus Henderson Group PLC | 6,160 | $704.9K | 0.00% | −36,205−85.5% | Reduced |
| Skopos Labs, Inc. | 5,885 | $689.7K | 0.03% | +5,885 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 6,012 | $688.9K | 0.00% | +19+0.3% | Added |
| JPMorgan Chase & Co | 5,764 | $660.5K | 0.00% | −53−0.9% | Reduced |
| LPL Financial LLC | 5,044 | $578.0K | 0.00% | +1,233+32.4% | Added |
| Intech Investment Management LLC | 5,002 | $573.2K | 0.01% | 00.0% | Unchanged |
| Madrona Financial Services, LLC | 4,865 | $557.5K | 0.12% | −13,600−73.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,703 | $555.1K | 0.00% | +20.0% | Added |
| Royal Bank of Canada | 4,844 | $555.0K | 0.00% | +369+8.2% | Added |
| Capital Advisors Wealth Management, LLC | 4,514 | $517.3K | 0.07% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 4,152 | $475.8K | 0.04% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 4,058 | $465.0K | 0.00% | −15,632−79.4% | Reduced |
| XTX Topco Ltd | 3,937 | $451.1K | 0.01% | +3,937 | New |
| Arizona State Retirement System | 3,775 | $432.6K | 0.00% | −211−5.3% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 3,517 | $403.0K | 0.03% | +3,517 | New |
| Pathstone Holdings, LLC | 3,461 | $396.6K | 0.00% | +3,461 | New |
| Police & Firemen's Retirement System of New Jersey | 3,371 | $386.3K | 0.00% | −338−9.1% | Reduced |
| MML Investors Services, LLC | 3,247 | $372.1K | 0.00% | +449+16.0% | Added |
| Marshall Wace, LLP | 3,200 | $366.7K | 0.00% | +3,200 | New |
| Tradewinds Capital Management, LLC | 3,100 | $355.2K | 0.07% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 3,071 | $351.9K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,067 | $351.4K | 0.00% | +702+29.7% | Added |
| Kings Path Partners LLC | 3,025 | $346.6K | 0.12% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 3,006 | $344.5K | 0.01% | +14+0.5% | Added |
| Amundi | 2,946 | $337.6K | 0.00% | −619−17.4% | Reduced |
| Parallel Advisors, LLC | 2,924 | $335.1K | 0.01% | −1,709−36.9% | Reduced |
| Citadel Advisors LLC | 2,920 | $334.6K | 0.00% | +2,920 | New |
| KLP Kapitalforvaltning AS | 2,900 | $332.3K | 0.00% | +200+7.4% | Added |
| Farther Finance Advisors, LLC | 2,889 | $331.1K | 0.00% | +1,993+222.4% | Added |
| State of Alaska, Department of Revenue | 2,868 | $327.0K | 0.00% | +2,276+384.5% | Added |
| Quantbot Technologies LP | 2,769 | $317.3K | 0.01% | −13,281−82.7% | Reduced |
| Balyasny Asset Management LLC | 2,567 | $294.2K | 0.00% | +357+16.2% | Added |
| Pictet Asset Management Holding SA | 2,456 | $281.4K | 0.00% | +487+24.7% | Added |
| Portside Wealth Group, LLC | 2,427 | $278.1K | 0.04% | −892−26.9% | Reduced |
| Voya Investment Management LLC | 2,405 | $275.6K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 2,360 | $270.4K | 0.00% | +155+7.0% | Added |
| FourThought Financial Partners, LLC | 2,324 | $266.3K | 0.02% | +2,324 | New |
| Jump Financial, LLC | 2,284 | $261.7K | 0.00% | +2,284 | New |
| Quantinno Capital Management LP | 2,252 | $258.1K | 0.00% | +2,252 | New |
| CacheTech Inc. | 2,204 | $252.6K | 0.05% | 00.0% | Unchanged |
| Verition Fund Management LLC | 2,100 | $240.6K | 0.00% | −5,044−70.6% | Reduced |
| Quest Partners LLC | 2,079 | $238.2K | 0.01% | −138−6.2% | Reduced |
| Jefferies Financial Group Inc. | 2,045 | $234.3K | 0.00% | +2,045 | New |
| Two Sigma Advisers, LP | 2,000 | $229.2K | 0.00% | −1,700−45.9% | Reduced |
| Ameriflex Group, Inc. | 1,929 | $221.0K | 0.11% | −1,929−50.0% | Reduced |
| DRW Securities, LLC | 1,866 | $213.8K | 0.02% | +1,866 | New |
| Sanctuary Advisors, LLC | 1,852 | $212.2K | 0.00% | +1,852 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,767 | $202.5K | 0.00% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 1,396 | $160.0K | 0.01% | +1,396 | New |
| First Pacific Financial | 1,130 | $129.5K | 0.02% | 00.0% | Unchanged |
| First Horizon Corp | 1,129 | $129.4K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,078 | $123.5K | 0.00% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 808 | $92.6K | 0.03% | +808 | New |
| Advisor Group Holdings, Inc. | 772 | $88.5K | 0.00% | +234+43.5% | Added |
| Global Retirement Partners, LLC | 649 | $74.4K | 0.00% | +84+14.9% | Added |
| Smartleaf Asset Management LLC | 624 | $71.5K | 0.00% | +621+20,700.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 551 | $63.1K | 0.01% | +551 | New |
| Tower Research Capital LLC (TRC) | 500 | $57.3K | 0.00% | −489−49.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 438 | $50.2K | 0.01% | +438 | New |
| Aquatic Capital Management LLC | 405 | $46.4K | 0.00% | +405 | New |
| Amalgamated Bank | 405 | $46.0K | 0.00% | −26−6.0% | Reduced |
| EverSource Wealth Advisors, LLC | 300 | $34.4K | 0.00% | +169+129.0% | Added |
| Quadrant Capital Group LLC | 255 | $29.2K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 230 | $26.4K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 212 | $24.3K | 0.00% | +113+114.1% | Added |
| IMA Wealth, Inc. | 207 | $23.7K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 205 | $23.5K | 0.01% | +69+50.7% | Added |
| GWM Advisors LLC | 202 | $23.1K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 200 | $22.9K | 0.00% | +200 | New |
| The PNC Financial Services Group, Inc. | 189 | $21.7K | 0.00% | −5−2.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 186 | $21.0K | 0.00% | +186 | New |
| Versant Capital Management, Inc | 178 | $20.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 157 | $18.0K | 0.00% | +1+0.6% | Added |
| Allworth Financial LP | 154 | $17.6K | 0.00% | −2−1.3% | Reduced |
| Massmutual Trust Co FSB | 126 | $14.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 123 | $14.1K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 110 | $12.6K | 0.00% | +110 | New |
| Nisa Investment Advisors, LLC | 103 | $11.8K | 0.00% | −36−25.9% | Reduced |
| Jones Financial Companies LLLP | 96 | $11.0K | 0.00% | +96 | New |
| SRS Capital Advisors, Inc. | 92 | $10.5K | 0.00% | −40−30.3% | Reduced |
| Sterling Capital Management LLC | 86 | $9.86K | 0.00% | +55+177.4% | Added |
| Strategic Advocates LLC | 80 | $9.17K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 80 | $8.35K | 0.00% | +80 | New |
| Harbor Capital Advisors, Inc. | 60 | $7.00K | 0.00% | −1−1.6% | Reduced |
| Assetmark, Inc | 55 | $6.30K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 48 | $5.50K | 0.00% | +19+65.5% | Added |
| GAMMA Investing LLC | 38 | $4.35K | 0.00% | +6+18.8% | Added |
| Comerica Bank | 38 | $4.33K | 0.00% | −1−2.6% | Reduced |
| Atwood & Palmer Inc | 33 | $3.78K | 0.00% | +33 | New |
| Rothschild Investment LLC | 30 | $3.44K | 0.00% | 00.0% | Unchanged |