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, Q1 2026
Institutional positions in Coastal Financial Corp as of Mar 31, 2026. 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
- 183
- −21 vs. Q4 2025
- Shares held
- 13.0M
- +988.6K (+8.3%) vs. Q4 2025
- Total value
- $990.9M
- −$381.1M (−27.8%) vs. Q4 2025
- New holders
- 30
- 66 more added
- Sold out
- 51
- 63 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Coastal Financial Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | −11−68.8% | Reduced |
| Keating Financial Advisory Services, Inc. | 1 | $76 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 3 | $228 | 0.00% | +3 | New |
| Parkside Financial Bank & Trust | 5 | $381 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 5 | $381 | 0.00% | +5 | New |
| Quarry LP | 17 | $1.29K | 0.00% | +17 | New |
| Fifth Third Bancorp | 17 | $1.31K | 0.00% | +17 | New |
| EverSource Wealth Advisors, LLC | 20 | $1.52K | 0.00% | −280−93.3% | Reduced |
| Rothschild Investment LLC | 25 | $1.90K | 0.00% | −5−16.7% | Reduced |
| Optiver Holding B.V. | 26 | $1.98K | 0.00% | +12+85.7% | Added |
| Atwood & Palmer Inc | 33 | $2.51K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 47 | $3.58K | 0.00% | −8−14.5% | Reduced |
| Harbor Capital Advisors, Inc. | 70 | $5.00K | 0.00% | +10+16.7% | Added |
| Los Angeles Capital Management LLC | 80 | $6.09K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 84 | $6.39K | 0.00% | −2−2.3% | Reduced |
| Nisa Investment Advisors, LLC | 102 | $7.76K | 0.00% | −1−1.0% | Reduced |
| Umb Bank N A | 123 | $9.36K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 131 | $9.97K | 0.00% | −26−16.6% | Reduced |
| Quadrant Capital Group LLC | 166 | $12.6K | 0.00% | −89−34.9% | Reduced |
| Allworth Financial LP | 174 | $13.2K | 0.00% | +20+13.0% | Added |
| GWM Advisors LLC | 202 | $15.4K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 207 | $15.8K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 209 | $16.1K | 0.00% | +4+2.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 218 | $16.6K | 0.00% | +32+17.2% | Added |
| Massmutual Trust Co FSB | 240 | $18.3K | 0.00% | +114+90.5% | Added |
| Versant Capital Management, Inc | 269 | $20.5K | 0.00% | +91+51.1% | Added |
| Advisor Group Holdings, Inc. | 463 | $35.2K | 0.00% | −309−40.0% | Reduced |
| Smartleaf Asset Management LLC | 624 | $46.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 661 | $50.3K | 0.01% | +110+20.0% | Added |
| First Horizon Corp | 839 | $63.8K | 0.00% | −290−25.7% | Reduced |
| Ameritas Investment Partners, Inc. | 1,078 | $82.0K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 1,130 | $86.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,575 | $119.9K | 0.00% | +1,075+215.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,767 | $134.5K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1,929 | $146.8K | 0.07% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,224 | $169.2K | 0.01% | −545−19.7% | Reduced |
| Farther Finance Advisors, LLC | 2,218 | $170.6K | 0.00% | −671−23.2% | Reduced |
| Hamilton Capital Partners Inc. | 2,450 | $186.4K | 0.01% | +1,054+75.5% | Added |
| Parallel Advisors, LLC | 2,636 | $200.6K | 0.00% | −288−9.8% | Reduced |
| Entropy Technologies, LP | 2,646 | $201.4K | 0.01% | +2,646 | New |
| State of Alaska, Department of Revenue | 2,868 | $218.0K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 2,865 | $218.0K | 0.00% | −2,137−42.7% | Reduced |
| KLP Kapitalforvaltning AS | 2,900 | $220.7K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 2,910 | $221.5K | 0.02% | +2,910 | New |
| Kings Path Partners LLC | 3,025 | $230.2K | 0.08% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 3,046 | $231.8K | 0.00% | +3,046 | New |
| Ashton Thomas Private Wealth, LLC | 3,056 | $232.6K | 0.01% | +50+1.7% | Added |
| State Board of Administration of Florida Retirement System | 3,071 | $233.7K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 3,100 | $235.9K | 0.05% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 3,152 | $239.9K | 0.02% | −1,000−24.1% | Reduced |
| Jefferies Financial Group Inc. | 3,201 | $243.6K | 0.00% | +1,156+56.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,371 | $256.5K | 0.00% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 3,536 | $269.1K | 0.00% | +3,536 | New |
| Arizona State Retirement System | 3,735 | $284.2K | 0.00% | −40−1.1% | Reduced |
| Two Sigma Investments, LP | 3,800 | $289.2K | 0.00% | −258−6.4% | Reduced |
| Fiduciary Trust Co | 4,189 | $318.8K | 0.00% | +4,189 | New |
| New York State Common Retirement Fund | 4,270 | $324.9K | 0.00% | −13,586−76.1% | Reduced |
| Royal Bank of Canada | 4,294 | $327.0K | 0.00% | −550−11.4% | Reduced |
| Capital Advisors Wealth Management, LLC | 4,514 | $343.5K | 0.05% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,685 | $356.5K | 0.00% | −9,448−66.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,682 | $363.6K | 0.00% | −21−0.4% | Reduced |
| Madrona Financial Services, LLC | 4,865 | $370.2K | 0.08% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 4,958 | $377.3K | 0.00% | +4,958 | New |
| LPL Financial LLC | 5,140 | $391.2K | 0.00% | +96+1.9% | Added |
| Vanguard Global Advisers, LLC | 5,225 | $397.6K | 0.00% | +5,225 | New |
| Raymond James Financial Inc | 5,470 | $416.3K | 0.00% | −1,840−25.2% | Reduced |
| JPMorgan Chase & Co | 5,843 | $433.7K | 0.00% | +79+1.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 6,040 | $459.6K | 0.00% | +28+0.5% | Added |
| Janus Henderson Group PLC | 6,160 | $469.8K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 6,560 | $499.2K | 0.15% | +6,560 | New |
| AQR Capital Management LLC | 6,591 | $501.6K | 0.00% | −482−6.8% | Reduced |
| SummerHaven Investment Management, LLC | 6,916 | $526.3K | 0.32% | −1,393−16.8% | Reduced |
| MetLife Investment Management | 7,241 | $551.0K | 0.00% | −66−0.9% | Reduced |
| Creative Planning | 7,276 | $553.7K | 0.00% | −4,818−39.8% | Reduced |
| Pathstone Holdings, LLC | 7,507 | $571.3K | 0.00% | +4,046+116.9% | Added |
| Vanguard Asset Management, Ltd | 8,984 | $683.7K | 0.00% | +8,984 | New |
| Diversify Wealth Management, LLC | 9,232 | $699.0K | 0.01% | +2,178+30.9% | Added |
| Legal & General Group Plc | 9,855 | $750.0K | 0.00% | −2,711−21.6% | Reduced |
| Bridgeway Capital Management, LLC | 10,461 | $796.1K | 0.02% | −14,371−57.9% | Reduced |
| Intrust Bank NA | 10,642 | $809.9K | 0.07% | −259−2.4% | Reduced |
| US Bancorp | 10,927 | $831.5K | 0.00% | −40.0% | Reduced |
| Vident Advisory, LLC | 10,987 | $836.1K | 0.01% | +10,987 | New |
| BNP Paribas Arbitrage, SA | 11,098 | $844.6K | 0.00% | −6,391−36.5% | Reduced |
| First Bank & Trust | 11,382 | $866.2K | 0.14% | −188−1.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 11,634 | $885.3K | 0.03% | +11,634 | New |
| Deutsche Bank AG | 11,715 | $891.5K | 0.00% | +1,294+12.4% | Added |
| Ameriprise Financial Inc | 11,748 | $894.0K | 0.00% | −640−5.2% | Reduced |
| Public Employees Retirement System of Ohio | 11,961 | $910.2K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 12,096 | $920.5K | 0.00% | +12,096 | New |
| EJF Capital LLC | 12,269 | $933.7K | 0.66% | −958−7.2% | Reduced |
| California State Teachers Retirement System | 12,985 | $988.2K | 0.00% | −96−0.7% | Reduced |
| SG Americas Securities, LLC | 13,719 | $1.04M | 0.00% | +5,704+71.2% | Added |
| Point72 Asset Management, L.P. | 14,237 | $1.08M | 0.00% | +3,424+31.7% | Added |
| Truist Financial Corp | 14,936 | $1.11M | 0.00% | −919−5.8% | Reduced |
| Trexquant Investment LP | 14,605 | $1.11M | 0.01% | +14,605 | New |
| Rhumbline Advisers | 15,262 | $1.16M | 0.00% | −827−5.1% | Reduced |
| CI Private Wealth, LLC | 15,630 | $1.19M | 0.00% | +15,630 | New |
| King Luther Capital Management Corp | 15,683 | $1.19M | 0.01% | +15,683 | New |
| Invesco Ltd. | 17,395 | $1.32M | 0.00% | −58,579−77.1% | Reduced |
| Numerai GP LLC | 17,442 | $1.33M | 0.13% | +8,911+104.5% | Added |