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Livermore
Livermore
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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.

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Q3 2026 vs. Q2 2026

How the institutions holding Coastal Financial Corp changed between Q2 2026 and Q3 2026.

All holders in Q3 2026All holders in Q2 2026

13F holders of CCB: Q2 2026 compared with Q3 2026
MeasureQ2 2026Of which not filed for Q3 2026Q3 2026Change
Holders19419220
Shares12.8M12.8M781+488 (+166.6%)
Value$992.7M$992.6M$31.2K+$8.48K (+37.4%)

192 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (0)

Institutions that held Coastal Financial Corp at the end of Q3 2026 but not at the end of Q2 2026.

None.

Sold out (0)

Institutions that held Coastal Financial Corp at the end of Q2 2026 and filed for Q3 2026 without it.

None.

Not filed for Q3 2026 yet (192)

Institutions that held Coastal Financial Corp at the end of Q2 2026 and haven't filed a 13F for Q3 2026. Not filing isn't selling, so they aren't counted as sold out.

Showing the largest 100 of 192 by value.

Institutions holding CCB in Q2 2026 that haven't filed for Q3 2026
InstitutionShares, Q2 2026Value, Q2 2026
T. Rowe Price Investment Management, Inc.1,353,593$104.9M
BlackRock, Inc.1,102,172$85.4M
State Street Corp582,971$45.2M
Vanguard Capital Management LLC573,584$44.5M
Cooper Creek Partners Management LLC467,511$36.2M
Azora Capital LP457,333$35.4M
Endeavour Capital Advisors Inc429,702$33.3M
American Century Companies Inc420,240$32.6M
FMR LLC378,992$29.4M
Dimensional Fund Advisors LP372,280$28.9M
Wellington Management Group LLP360,919$28.0M
Geode Capital Management, LLC341,127$26.4M
Manufacturers Life Insurance Company, The335,662$26.0M
Loomis Sayles & Co L P284,468$22.0M
Citadel Advisors LLC235,224$18.2M
Emerald Advisers, LLC216,333$16.8M
GW&K Investment Management, LLC174,198$13.5M
Kennedy Capital Management, Inc.168,282$13.0M
Emerald Mutual Fund Advisers Trust156,664$12.1M
Stieven Capital Advisors, L.P.155,771$12.1M
UBS Group AG151,313$11.7M
JCSD Capital, LLC145,140$11.2M
Ranger Investment Management, L.P.138,897$10.8M
Alliancebernstein L.P.141,331$10.8M
Advisors Capital Management, LLC133,584$10.4M
Peregrine Capital Management LLC132,829$10.3M
Northern Trust Corp116,898$9.06M
Goldman Sachs Group Inc116,105$9.00M
Vanguard Portfolio Management LLC112,455$8.72M
D.A. Davidson & Co.112,036$8.68M
Charles Schwab Investment Management Inc110,026$8.53M
Brevan Howard Capital Management LP105,002$8.14M
Jacobs Asset Management, LLC101,486$7.87M
Vanguard Fiduciary Trust Co93,762$7.27M
State of Wisconsin Investment Board91,565$7.10M
Price T Rowe Associates Inc90,214$6.99M
Stifel Financial Corp88,640$6.87M
Bank of America Corp80,941$6.27M
UBS Asset Management Americas Inc75,499$5.85M
Millennium Management LLC75,301$5.84M
Silvercrest Asset Management Group LLC73,505$5.70M
Segall Bryant & Hamill, LLC70,814$5.49M
Morgan Stanley67,508$5.23M
Qube Research & Technologies Ltd67,416$5.23M
Balyasny Asset Management LLC62,042$4.81M
Royce & Associates LP60,078$4.66M
Mendon Capital Advisors Corp56,000$4.34M
Russell Investments Group, Ltd.54,721$4.24M
Trexquant Investment LP52,968$4.11M
Graham Capital Wealth Management, LLC50,634$3.92M
RMB Capital Management, LLC50,000$3.88M
Boothbay Fund Management, LLC48,518$3.76M
D. E. Shaw & Co., Inc.47,565$3.69M
Franklin Resources Inc45,087$3.49M
Militia Capital Management LLC45,000$3.49M
Nomura Asset Management International Inc.43,361$3.36M
Brinker Capital Investments, LLC40,946$3.17M
Bank of New York Mellon Corp38,871$3.01M
Point72 Asset Management, L.P.34,182$2.65M
Nuveen, LLC33,470$2.59M
Numerai GP LLC29,865$2.31M
Envestnet Asset Management Inc29,538$2.29M
Victory Capital Management Inc29,450$2.28M
John W. Rosenthal Capital Management, Inc.29,013$2.25M
ExodusPoint Capital Management, LP26,638$2.06M
PMC FIG Opportunities LLC26,612$2.06M
Swiss National Bank25,965$2.01M
Pacific Ridge Capital Partners, LLC24,221$1.88M
Arcus Capital Partners, LLC24,182$1.87M
SEI Investments Co24,088$1.87M
Quent Capital, LLC21,000$1.63M
Cox Capital Mgt LLC19,982$1.55M
Riverwater Partners LLC19,899$1.54M
XTX Topco Ltd18,948$1.47M
Citigroup Inc18,454$1.43M
Federated Hermes, Inc.18,250$1.41M
Susquehanna Fundamental Investments, LLC18,061$1.40M
Invesco Ltd.17,760$1.38M
Quantbot Technologies LP16,742$1.30M
Rhumbline Advisers15,977$1.24M
King Luther Capital Management Corp15,834$1.23M
Jump Financial, LLC15,818$1.23M
Y-Intercept (Hong Kong) Ltd15,444$1.20M
Truist Financial Corp15,135$1.17M
Quantinno Capital Management LP14,880$1.15M
Walleye Capital LLC14,706$1.14M
Rafferty Asset Management, LLC14,383$1.11M
Deutsche Bank AG14,241$1.10M
Legal & General Group Plc13,922$1.08M
Squarepoint Ops LLC13,436$1.04M
Barclays PLC12,830$994.5K
Wells Fargo & Company12,601$976.7K
California State Teachers Retirement System12,581$975.2K
First Bank & Trust12,012$931.0K
EJF Capital LLC11,853$918.7K
BNP Paribas Arbitrage, SA11,815$915.8K
HSBC Holdings PLC11,283$876.4K
Vident Advisory, LLC11,210$868.9K
AQR Capital Management LLC10,966$850.0K
US Bancorp10,906$845.3K