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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 11,098 | $844.6K | 0.00% | −6,391−36.5% | Reduced |
| Vident Advisory, LLC | 10,987 | $836.1K | 0.01% | +10,987 | New |
| US Bancorp | 10,927 | $831.5K | 0.00% | −40.0% | Reduced |
| Intrust Bank NA | 10,642 | $809.9K | 0.07% | −259−2.4% | Reduced |
| Bridgeway Capital Management, LLC | 10,461 | $796.1K | 0.02% | −14,371−57.9% | Reduced |
| Legal & General Group Plc | 9,855 | $750.0K | 0.00% | −2,711−21.6% | Reduced |
| Diversify Wealth Management, LLC | 9,232 | $699.0K | 0.01% | +2,178+30.9% | Added |
| Vanguard Asset Management, Ltd | 8,984 | $683.7K | 0.00% | +8,984 | New |
| Pathstone Holdings, LLC | 7,507 | $571.3K | 0.00% | +4,046+116.9% | Added |
| Creative Planning | 7,276 | $553.7K | 0.00% | −4,818−39.8% | Reduced |
| MetLife Investment Management | 7,241 | $551.0K | 0.00% | −66−0.9% | Reduced |
| SummerHaven Investment Management, LLC | 6,916 | $526.3K | 0.32% | −1,393−16.8% | Reduced |
| AQR Capital Management LLC | 6,591 | $501.6K | 0.00% | −482−6.8% | Reduced |
| EntryPoint Capital, LLC | 6,560 | $499.2K | 0.15% | +6,560 | New |
| Janus Henderson Group PLC | 6,160 | $469.8K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 6,040 | $459.6K | 0.00% | +28+0.5% | Added |
| JPMorgan Chase & Co | 5,843 | $433.7K | 0.00% | +79+1.4% | Added |
| Raymond James Financial Inc | 5,470 | $416.3K | 0.00% | −1,840−25.2% | Reduced |
| Vanguard Global Advisers, LLC | 5,225 | $397.6K | 0.00% | +5,225 | New |
| LPL Financial LLC | 5,140 | $391.2K | 0.00% | +96+1.9% | Added |
| Squarepoint Ops LLC | 4,958 | $377.3K | 0.00% | +4,958 | New |
| Madrona Financial Services, LLC | 4,865 | $370.2K | 0.08% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 4,682 | $363.6K | 0.00% | −21−0.4% | Reduced |
| Wells Fargo & Company | 4,685 | $356.5K | 0.00% | −9,448−66.9% | Reduced |
| Capital Advisors Wealth Management, LLC | 4,514 | $343.5K | 0.05% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,294 | $327.0K | 0.00% | −550−11.4% | Reduced |
| New York State Common Retirement Fund | 4,270 | $324.9K | 0.00% | −13,586−76.1% | Reduced |
| Fiduciary Trust Co | 4,189 | $318.8K | 0.00% | +4,189 | New |
| Two Sigma Investments, LP | 3,800 | $289.2K | 0.00% | −258−6.4% | Reduced |
| Arizona State Retirement System | 3,735 | $284.2K | 0.00% | −40−1.1% | Reduced |
| Freestone Grove Partners LP | 3,536 | $269.1K | 0.00% | +3,536 | New |
| Police & Firemen's Retirement System of New Jersey | 3,371 | $256.5K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 3,201 | $243.6K | 0.00% | +1,156+56.5% | Added |
| Magnus Financial Group LLC | 3,152 | $239.9K | 0.02% | −1,000−24.1% | Reduced |
| Tradewinds Capital Management, LLC | 3,100 | $235.9K | 0.05% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 3,071 | $233.7K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 3,056 | $232.6K | 0.01% | +50+1.7% | Added |
| Vanguard Investments Australia, Ltd. | 3,046 | $231.8K | 0.00% | +3,046 | New |
| Kings Path Partners LLC | 3,025 | $230.2K | 0.08% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 2,910 | $221.5K | 0.02% | +2,910 | New |
| KLP Kapitalforvaltning AS | 2,900 | $220.7K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 2,865 | $218.0K | 0.00% | −2,137−42.7% | Reduced |
| State of Alaska, Department of Revenue | 2,868 | $218.0K | 0.00% | 00.0% | Unchanged |
| Entropy Technologies, LP | 2,646 | $201.4K | 0.01% | +2,646 | New |
| Parallel Advisors, LLC | 2,636 | $200.6K | 0.00% | −288−9.8% | Reduced |
| Hamilton Capital Partners Inc. | 2,450 | $186.4K | 0.01% | +1,054+75.5% | Added |
| Farther Finance Advisors, LLC | 2,218 | $170.6K | 0.00% | −671−23.2% | Reduced |
| Quantbot Technologies LP | 2,224 | $169.2K | 0.01% | −545−19.7% | Reduced |
| Ameriflex Group, Inc. | 1,929 | $146.8K | 0.07% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,767 | $134.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,575 | $119.9K | 0.00% | +1,075+215.0% | Added |
| First Pacific Financial | 1,130 | $86.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,078 | $82.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 839 | $63.8K | 0.00% | −290−25.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 661 | $50.3K | 0.01% | +110+20.0% | Added |
| Smartleaf Asset Management LLC | 624 | $46.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 463 | $35.2K | 0.00% | −309−40.0% | Reduced |
| Versant Capital Management, Inc | 269 | $20.5K | 0.00% | +91+51.1% | Added |
| Massmutual Trust Co FSB | 240 | $18.3K | 0.00% | +114+90.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 218 | $16.6K | 0.00% | +32+17.2% | Added |
| Rossby Financial, LCC | 209 | $16.1K | 0.00% | +4+2.0% | Added |
| IMA Wealth, Inc. | 207 | $15.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 202 | $15.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 174 | $13.2K | 0.00% | +20+13.0% | Added |
| Quadrant Capital Group LLC | 166 | $12.6K | 0.00% | −89−34.9% | Reduced |
| CWM, LLC | 131 | $9.97K | 0.00% | −26−16.6% | Reduced |
| Umb Bank N A | 123 | $9.36K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 102 | $7.76K | 0.00% | −1−1.0% | Reduced |
| Sterling Capital Management LLC | 84 | $6.39K | 0.00% | −2−2.3% | Reduced |
| Los Angeles Capital Management LLC | 80 | $6.09K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 70 | $5.00K | 0.00% | +10+16.7% | Added |
| Assetmark, Inc | 47 | $3.58K | 0.00% | −8−14.5% | Reduced |
| Atwood & Palmer Inc | 33 | $2.51K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 26 | $1.98K | 0.00% | +12+85.7% | Added |
| Rothschild Investment LLC | 25 | $1.90K | 0.00% | −5−16.7% | Reduced |
| EverSource Wealth Advisors, LLC | 20 | $1.52K | 0.00% | −280−93.3% | Reduced |
| Fifth Third Bancorp | 17 | $1.31K | 0.00% | +17 | New |
| Quarry LP | 17 | $1.29K | 0.00% | +17 | New |
| Parkside Financial Bank & Trust | 5 | $381 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 5 | $381 | 0.00% | +5 | New |
| Hughes Financial Services, LLC | 3 | $228 | 0.00% | +3 | New |
| Keating Financial Advisory Services, Inc. | 1 | $76 | 0.00% | +1 | New |
| Covestor Ltd | 5 | $0 | 0.00% | −11−68.8% | Reduced |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −344,364−100.0% | Sold out |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −178,224−100.0% | Sold out |
| Kingdon Capital Management, L.L.C. | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −35,668−100.0% | Sold out |
| Phocas Financial Corp. | 0 | $0 | 0.00% | −34,453−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −32,609−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −29,427−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −23,842−100.0% | Sold out |
| Thornburg Investment Management Inc | 0 | $0 | 0.00% | −19,252−100.0% | Sold out |
| Elizabeth Park Capital Advisors, Ltd. | 0 | $0 | 0.00% | −19,011−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −16,125−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −14,607−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −12,070−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −7,204−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −6,765−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −5,885−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,517−100.0% | Sold out |