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, Q2 2026
Institutional positions in Coastal Financial Corp as of Jun 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
- Institutional holders
- 194
- +13 vs. Q1 2026
- Shares held
- 12.8M
- −146.7K (−1.1%) vs. Q1 2026
- Total value
- $992.7M
- +$2.21M (+0.2%) vs. Q1 2026
- New holders
- 30
- 71 more added
- Sold out
- 17
- 64 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Coastal Financial Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $78 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 2 | $155 | 0.00% | +2 | New |
| Clearstead Advisors, LLC | 3 | $233 | 0.00% | +3 | New |
| Parkside Financial Bank & Trust | 5 | $389 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7 | $543 | 0.00% | +7 | New |
| UMA Financial Services, Inc. | 9 | $698 | 0.00% | +9 | New |
| CoreCap Advisors, LLC | 9 | $698 | 0.00% | +9 | New |
| Covestor Ltd | 9 | $1.00K | 0.00% | +4+80.0% | Added |
| Fifth Third Bancorp | 23 | $1.80K | 0.00% | +6+35.3% | Added |
| Crewe Advisors LLC | 27 | $2.09K | 0.00% | +27 | New |
| Atwood & Palmer Inc | 33 | $2.56K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 47 | $3.64K | 0.00% | −37−44.0% | Reduced |
| Assetmark, Inc | 47 | $3.64K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 48 | $3.72K | 0.00% | +23+92.0% | Added |
| Quarry LP | 50 | $3.88K | 0.00% | +33+194.1% | Added |
| SRS Capital Advisors, Inc. | 58 | $4.50K | 0.00% | +58 | New |
| Harbor Capital Advisors, Inc. | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 79 | $6.12K | 0.00% | −32,122−99.8% | Reduced |
| Los Angeles Capital Management LLC | 80 | $6.20K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 82 | $6.36K | 0.00% | +56+215.4% | Added |
| EverSource Wealth Advisors, LLC | 82 | $6.36K | 0.00% | +62+310.0% | Added |
| Nisa Investment Advisors, LLC | 102 | $7.91K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 123 | $9.53K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 126 | $9.77K | 0.00% | −114−47.5% | Reduced |
| Allworth Financial LP | 130 | $10.1K | 0.00% | −44−25.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 141 | $10.9K | 0.00% | −77−35.3% | Reduced |
| Versant Capital Management, Inc | 167 | $12.9K | 0.00% | −102−37.9% | Reduced |
| Jones Financial Companies LLLP | 195 | $15.1K | 0.00% | +195 | New |
| Silver Grove Financial Group, Inc. | 201 | $15.6K | 0.01% | +201 | New |
| GWM Advisors LLC | 202 | $15.7K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 205 | $15.9K | 0.00% | −4−1.9% | Reduced |
| IMA Wealth, Inc. | 207 | $16.0K | 0.00% | 00.0% | Unchanged |
| Nykredit A/S | 227 | $17.6K | 0.00% | +227 | New |
| Royal Bank of Canada | 438 | $34.0K | 0.00% | −3,856−89.8% | Reduced |
| Global Retirement Partners, LLC | 604 | $46.8K | 0.00% | +604 | New |
| Smartleaf Asset Management LLC | 624 | $48.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 644 | $49.9K | 0.00% | −195−23.2% | Reduced |
| Tower Research Capital LLC (TRC) | 917 | $71.1K | 0.00% | −658−41.8% | Reduced |
| First Pacific Financial | 1,130 | $87.6K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,202 | $93.2K | 0.00% | +124+11.5% | Added |
| Advisor Group Holdings, Inc. | 1,407 | $109.1K | 0.00% | +944+203.9% | Added |
| Ameriflex Group, Inc. | 1,929 | $149.5K | 0.06% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,168 | $168.0K | 0.00% | −50−2.3% | Reduced |
| Parallel Advisors, LLC | 2,413 | $187.0K | 0.00% | −223−8.5% | Reduced |
| Hamilton Capital Partners Inc. | 2,571 | $199.3K | 0.01% | +121+4.9% | Added |
| VARCOV Co. | 2,667 | $206.7K | 0.08% | +2,667 | New |
| Susquehanna International Group, LLP | 2,670 | $207.0K | 0.00% | −15,972−85.7% | Reduced |
| Voya Investment Management LLC | 2,717 | $210.6K | 0.00% | +2,717 | New |
| EntryPoint Capital, LLC | 2,800 | $217.0K | 0.05% | −3,760−57.3% | Reduced |
| State of Alaska, Department of Revenue | 2,868 | $221.0K | 0.00% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 2,883 | $223.5K | 0.01% | +2,883 | New |
| KLP Kapitalforvaltning AS | 2,900 | $224.8K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 2,960 | $229.4K | 0.00% | −96−3.1% | Reduced |
| Kings Path Partners LLC | 3,025 | $234.5K | 0.06% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 3,046 | $236.1K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 3,071 | $238.0K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 3,078 | $238.6K | 0.07% | +3,078 | New |
| Tradewinds Capital Management, LLC | 3,100 | $240.3K | 0.04% | 00.0% | Unchanged |
| Winton Group Ltd | 3,100 | $240.3K | 0.01% | +3,100 | New |
| Magnus Financial Group LLC | 3,152 | $244.3K | 0.02% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 3,213 | $249.0K | 0.00% | −587−15.4% | Reduced |
| Coldstream Capital Management Inc | 3,259 | $252.6K | 0.00% | +3,259 | New |
| Arizona State Retirement System | 3,573 | $276.9K | 0.00% | −162−4.3% | Reduced |
| SG Americas Securities, LLC | 3,838 | $297.0K | 0.00% | −9,881−72.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,970 | $307.7K | 0.00% | +599+17.8% | Added |
| Pathstone Holdings, LLC | 4,004 | $310.3K | 0.00% | −3,503−46.7% | Reduced |
| DRW Securities, LLC | 4,251 | $329.5K | 0.02% | +4,251 | New |
| Aquatic Capital Management LLC | 4,311 | $334.1K | 0.01% | +4,311 | New |
| Quadrature Capital Ltd | 4,382 | $339.6K | 0.00% | +4,382 | New |
| Capital Advisors Wealth Management, LLC | 4,514 | $349.9K | 0.04% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 4,543 | $352.1K | 0.00% | +4,543 | New |
| Madrona Financial Services, LLC | 4,865 | $377.1K | 0.07% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 4,822 | $378.4K | 0.00% | +140+3.0% | Added |
| Vanguard Global Advisers, LLC | 5,225 | $405.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 5,444 | $422.0K | 0.00% | +304+5.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,596 | $433.7K | 0.00% | +3,829+216.7% | Added |
| New York State Common Retirement Fund | 5,670 | $439.5K | 0.00% | +1,400+32.8% | Added |
| Marshall Wace, LLP | 5,724 | $443.7K | 0.00% | +5,724 | New |
| Raymond James Financial Inc | 5,831 | $452.0K | 0.00% | +361+6.6% | Added |
| CI Private Wealth, LLC | 5,968 | $462.6K | 0.00% | −9,662−61.8% | Reduced |
| JPMorgan Chase & Co | 6,081 | $467.9K | 0.00% | +238+4.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 6,099 | $472.7K | 0.00% | +59+1.0% | Added |
| Jupiter Topco LLC | 6,160 | $477.8K | 0.00% | +6,160 | New |
| OP Asset Management Ltd | 6,421 | $497.7K | 0.01% | +6,421 | New |
| SummerHaven Investment Management, LLC | 6,916 | $536.1K | 0.29% | 00.0% | Unchanged |
| First Trust Advisors LP | 7,131 | $552.7K | 0.00% | −41,582−85.4% | Reduced |
| MetLife Investment Management | 7,639 | $592.1K | 0.00% | +398+5.5% | Added |
| Creative Planning | 7,923 | $614.1K | 0.00% | +647+8.9% | Added |
| Diversify Wealth Management, LLC | 9,323 | $674.7K | 0.01% | +91+1.0% | Added |
| Diversify Advisory Services, LLC | 9,323 | $674.7K | 0.01% | +9,323 | New |
| Vanguard Asset Management, Ltd | 8,984 | $696.4K | 0.00% | 00.0% | Unchanged |
| Entropy Technologies, LP | 9,181 | $711.6K | 0.03% | +6,535+247.0% | Added |
| Intrust Bank NA | 9,692 | $751.2K | 0.06% | −950−8.9% | Reduced |
| Ameriprise Financial Inc | 10,696 | $829.0K | 0.00% | −1,052−9.0% | Reduced |
| US Bancorp | 10,906 | $845.3K | 0.00% | −21−0.2% | Reduced |
| AQR Capital Management LLC | 10,966 | $850.0K | 0.00% | +4,375+66.4% | Added |
| Vident Advisory, LLC | 11,210 | $868.9K | 0.01% | +223+2.0% | Added |
| HSBC Holdings PLC | 11,283 | $876.4K | 0.00% | +11,283 | New |
| BNP Paribas Arbitrage, SA | 11,815 | $915.8K | 0.00% | +717+6.5% | Added |
| EJF Capital LLC | 11,853 | $918.7K | 0.61% | −416−3.4% | Reduced |