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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.

13F holders, Q3 2026

Institutional positions in Coastal Financial Corp as of Sep 30, 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

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

Institutional holders
2
0 vs. Q2 2026
Shares held
781
+488 (+166.6%) vs. Q2 2026
Total value
$31.2K
+$8.48K (+37.4%) vs. Q2 2026
New holders
0
1 more added
Sold out
0
0 more reduced

192 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders
Q1 2021: 71 institutionsQ2 2021: 69 institutionsQ3 2021: 79 institutionsQ4 2021: 99 institutionsQ1 2022: 111 institutionsQ2 2022: 104 institutionsQ3 2022: 114 institutionsQ4 2022: 129 institutionsQ1 2023: 124 institutionsQ2 2023: 109 institutionsQ3 2023: 117 institutionsQ4 2023: 116 institutionsQ1 2024: 119 institutionsQ2 2024: 125 institutionsQ3 2024: 146 institutionsQ4 2024: 170 institutionsQ1 2025: 177 institutionsQ2 2025: 177 institutionsQ3 2025: 186 institutionsQ4 2025: 208 institutionsQ1 2026: 183 institutionsQ2 2026: 194 institutions
Value held
Q1 2021: $162.0MQ2 2021: $184.3MQ3 2021: $205.9MQ4 2021: $378.5MQ1 2022: $335.6MQ2 2022: $302.4MQ3 2022: $294.0MQ4 2022: $364.4MQ1 2023: $277.7MQ2 2023: $290.4MQ3 2023: $333.5MQ4 2023: $356.6MQ1 2024: $307.9MQ2 2024: $373.1MQ3 2024: $455.1MQ4 2024: $864.8MQ1 2025: $987.8MQ2 2025: $1.08BQ3 2025: $1.31BQ4 2025: $1.46BQ1 2026: $990.9MQ2 2026: $992.7M
Institutions holding CCB and their total value by quarter
QuarterHoldersValue
Q2 2026194$992.7M
Q1 2026183$990.9M
Q4 2025208$1.46B
Q3 2025186$1.31B
Q2 2025177$1.08B
Q1 2025177$987.8M
Q4 2024170$864.8M
Q3 2024146$455.1M
Q2 2024125$373.1M
Q1 2024119$307.9M
Q4 2023116$356.6M
Q3 2023117$333.5M
Q2 2023109$290.4M
Q1 2023124$277.7M
Q4 2022129$364.4M
Q3 2022114$294.0M
Q2 2022104$302.4M
Q1 2022111$335.6M
Q4 202199$378.5M
Q3 202179$205.9M
Q2 202169$184.3M
Q1 202171$162.0M

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Coastal Financial Corp; share changes are against Q2 2026.

Institutions holding CCB in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
AQR Capital Management LLC––––Not filed
US Bancorp––––Not filed
Ameriprise Financial Inc––––Not filed
Intrust Bank NA––––Not filed
Entropy Technologies, LP––––Not filed
Vanguard Asset Management, Ltd––––Not filed
Diversify Advisory Services, LLC––––Not filed
Diversify Wealth Management, LLC––––Not filed
Creative Planning––––Not filed
MetLife Investment Management––––Not filed
First Trust Advisors LP––––Not filed
SummerHaven Investment Management, LLC––––Not filed
OP Asset Management Ltd––––Not filed
Jupiter Topco LLC––––Not filed
Mirae Asset Global ETFs Holdings Ltd.––––Not filed
JPMorgan Chase & Co––––Not filed
CI Private Wealth, LLC––––Not filed
Raymond James Financial Inc––––Not filed
Marshall Wace, LLP––––Not filed
New York State Common Retirement Fund––––Not filed
Zurcher Kantonalbank (Zurich Cantonalbank)––––Not filed
LPL Financial LLC––––Not filed
Vanguard Global Advisers, LLC––––Not filed
Wealth Enhancement Advisory Services, LLC––––Not filed
Madrona Financial Services, LLC––––Not filed
Engineers Gate Manager LP––––Not filed
Capital Advisors Wealth Management, LLC––––Not filed
Quadrature Capital Ltd––––Not filed
Aquatic Capital Management LLC––––Not filed
DRW Securities, LLC––––Not filed
Pathstone Holdings, LLC––––Not filed
Police & Firemen's Retirement System of New Jersey––––Not filed
SG Americas Securities, LLC––––Not filed
Arizona State Retirement System––––Not filed
Coldstream Capital Management Inc––––Not filed
Two Sigma Investments, LP––––Not filed
Magnus Financial Group LLC––––Not filed
Winton Group Ltd––––Not filed
Tradewinds Capital Management, LLC––––Not filed
Aigen Investment Management, LP––––Not filed
State Board of Administration of Florida Retirement System––––Not filed
Vanguard Investments Australia, Ltd.––––Not filed
Kings Path Partners LLC––––Not filed
Ashton Thomas Private Wealth, LLC––––Not filed
KLP Kapitalforvaltning AS––––Not filed
SummitTX Capital, L.P.––––Not filed
State of Alaska, Department of Revenue––––Not filed
EntryPoint Capital, LLC––––Not filed
Voya Investment Management LLC––––Not filed
Susquehanna International Group, LLP––––Not filed
VARCOV Co.––––Not filed
Hamilton Capital Partners Inc.––––Not filed
Parallel Advisors, LLC––––Not filed
Farther Finance Advisors, LLC––––Not filed
Ameriflex Group, Inc.––––Not filed
Advisor Group Holdings, Inc.––––Not filed
Ameritas Investment Partners, Inc.––––Not filed
First Pacific Financial––––Not filed
Tower Research Capital LLC (TRC)––––Not filed
First Horizon Corp––––Not filed
Smartleaf Asset Management LLC––––Not filed
Global Retirement Partners, LLC––––Not filed
Royal Bank of Canada––––Not filed
Nykredit A/S––––Not filed
IMA Wealth, Inc.––––Not filed
Rossby Financial, LCC––––Not filed
GWM Advisors LLC––––Not filed
Silver Grove Financial Group, Inc.––––Not filed
Jones Financial Companies LLLP––––Not filed
BNP PARIBAS ASSET MANAGEMENT Holding S.A.––––Not filed
Allworth Financial LP––––Not filed
Umb Bank N A––––Not filed
Nisa Investment Advisors, LLC––––Not filed
EverSource Wealth Advisors, LLC––––Not filed
Optiver Holding B.V.––––Not filed
Los Angeles Capital Management LLC––––Not filed
The PNC Financial Services Group, Inc.––––Not filed
Harbor Capital Advisors, Inc.––––Not filed
SRS Capital Advisors, Inc.––––Not filed
Quarry LP––––Not filed
Rothschild Investment LLC––––Not filed
Sterling Capital Management LLC––––Not filed
Assetmark, Inc––––Not filed
Atwood & Palmer Inc––––Not filed
Crewe Advisors LLC––––Not filed
Fifth Third Bancorp––––Not filed
Covestor Ltd––––Not filed
UMA Financial Services, Inc.––––Not filed
CoreCap Advisors, LLC––––Not filed
Larson Financial Group LLC––––Not filed
Parkside Financial Bank & Trust––––Not filed
Clearstead Advisors, LLC––––Not filed
SBI Securities Co., Ltd.––––Not filed
TFC Financial Management––––Not filed