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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 0 | $0 | 0.00% | −3,247−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −3,067−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −2,946−100.0% | Sold out |
| Pictet Asset Management Holding SA | 0 | $0 | 0.00% | −2,456−100.0% | Sold out |
| Portside Wealth Group, LLC | 0 | $0 | 0.00% | −2,427−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −2,405−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −2,360−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −2,324−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −2,284−100.0% | Sold out |
| CacheTech Inc. | 0 | $0 | 0.00% | −2,204−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −2,079−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −1,866−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −1,852−100.0% | Sold out |
| RiverPark Advisors, LLC | 0 | $0 | 0.00% | −808−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −438−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −405−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −405−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −230−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −212−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Eurizon Capital SGR S.p.A. | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Strategic Advocates LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Zions Bancorporation, National Association | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| WPG Advisers, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Marquette Asset Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Militia Capital Partners, LP | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |