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 |
|---|---|---|---|---|---|
| First Bank & Trust | 12,012 | $931.0K | 0.14% | +630+5.5% | Added |
| California State Teachers Retirement System | 12,581 | $975.2K | 0.00% | −404−3.1% | Reduced |
| Wells Fargo & Company | 12,601 | $976.7K | 0.00% | +7,916+169.0% | Added |
| Barclays PLC | 12,830 | $994.5K | 0.00% | −18,044−58.4% | Reduced |
| Squarepoint Ops LLC | 13,436 | $1.04M | 0.00% | +8,478+171.0% | Added |
| Legal & General Group Plc | 13,922 | $1.08M | 0.00% | +4,067+41.3% | Added |
| Deutsche Bank AG | 14,241 | $1.10M | 0.00% | +2,526+21.6% | Added |
| Rafferty Asset Management, LLC | 14,383 | $1.11M | 0.00% | −6,636−31.6% | Reduced |
| Walleye Capital LLC | 14,706 | $1.14M | 0.01% | +14,706 | New |
| Quantinno Capital Management LP | 14,880 | $1.15M | 0.00% | −10,497−41.4% | Reduced |
| Truist Financial Corp | 15,135 | $1.17M | 0.00% | +199+1.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 15,444 | $1.20M | 0.02% | −9,324−37.6% | Reduced |
| Jump Financial, LLC | 15,818 | $1.23M | 0.01% | +15,818 | New |
| King Luther Capital Management Corp | 15,834 | $1.23M | 0.01% | +151+1.0% | Added |
| Rhumbline Advisers | 15,977 | $1.24M | 0.00% | +715+4.7% | Added |
| Quantbot Technologies LP | 16,742 | $1.30M | 0.05% | +14,518+652.8% | Added |
| Invesco Ltd. | 17,760 | $1.38M | 0.00% | +365+2.1% | Added |
| Susquehanna Fundamental Investments, LLC | 18,061 | $1.40M | 0.03% | +6,427+55.2% | Added |
| Federated Hermes, Inc. | 18,250 | $1.41M | 0.00% | −15−0.1% | Reduced |
| Citigroup Inc | 18,454 | $1.43M | 0.00% | −141−0.8% | Reduced |
| XTX Topco Ltd | 18,948 | $1.47M | 0.02% | −7,135−27.4% | Reduced |
| Riverwater Partners LLC | 19,899 | $1.54M | 0.46% | −253−1.3% | Reduced |
| Cox Capital Mgt LLC | 19,982 | $1.55M | 0.86% | −469−2.3% | Reduced |
| Quent Capital, LLC | 21,000 | $1.63M | 0.10% | 00.0% | Unchanged |
| SEI Investments Co | 24,088 | $1.87M | 0.00% | −9,210−27.7% | Reduced |
| Arcus Capital Partners, LLC | 24,182 | $1.87M | 0.78% | +6,546+37.1% | Added |
| Pacific Ridge Capital Partners, LLC | 24,221 | $1.88M | 0.34% | +3,823+18.7% | Added |
| Swiss National Bank | 25,965 | $2.01M | 0.00% | −800−3.0% | Reduced |
| PMC FIG Opportunities LLC | 26,612 | $2.06M | 3.31% | −37,005−58.2% | Reduced |
| ExodusPoint Capital Management, LP | 26,638 | $2.06M | 0.02% | −675−2.5% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 29,013 | $2.25M | 1.97% | 00.0% | Unchanged |
| Victory Capital Management Inc | 29,450 | $2.28M | 0.00% | +19+0.1% | Added |
| Envestnet Asset Management Inc | 29,538 | $2.29M | 0.00% | −2,879−8.9% | Reduced |
| Numerai GP LLC | 29,865 | $2.31M | 0.19% | +12,423+71.2% | Added |
| Nuveen, LLC | 33,470 | $2.59M | 0.00% | −2,803−7.7% | Reduced |
| Point72 Asset Management, L.P. | 34,182 | $2.65M | 0.00% | +19,945+140.1% | Added |
| Bank of New York Mellon Corp | 38,871 | $3.01M | 0.00% | +2,946+8.2% | Added |
| Brinker Capital Investments, LLC | 40,946 | $3.17M | 0.02% | −2,021−4.7% | Reduced |
| Nomura Asset Management International Inc. | 43,361 | $3.36M | 0.01% | −1,663−3.7% | Reduced |
| Militia Capital Management LLC | 45,000 | $3.49M | 0.63% | −3,559−7.3% | Reduced |
| Franklin Resources Inc | 45,087 | $3.49M | 0.00% | −500−1.1% | Reduced |
| D. E. Shaw & Co., Inc. | 47,565 | $3.69M | 0.00% | +47,565 | New |
| Boothbay Fund Management, LLC | 48,518 | $3.76M | 0.07% | −13,275−21.5% | Reduced |
| RMB Capital Management, LLC | 50,000 | $3.88M | 0.06% | 00.0% | Unchanged |
| Graham Capital Wealth Management, LLC | 50,634 | $3.92M | 3.03% | +755+1.5% | Added |
| Trexquant Investment LP | 52,968 | $4.11M | 0.03% | +38,363+262.7% | Added |
| Russell Investments Group, Ltd. | 54,721 | $4.24M | 0.00% | +3,701+7.3% | Added |
| Mendon Capital Advisors Corp | 56,000 | $4.34M | 1.53% | 00.0% | Unchanged |
| Royce & Associates LP | 60,078 | $4.66M | 0.04% | +4,398+7.9% | Added |
| Balyasny Asset Management LLC | 62,042 | $4.81M | 0.01% | +37,947+157.5% | Added |
| Qube Research & Technologies Ltd | 67,416 | $5.23M | 0.01% | +55,320+457.3% | Added |
| Morgan Stanley | 67,508 | $5.23M | 0.00% | −10,492−13.5% | Reduced |
| Segall Bryant & Hamill, LLC | 70,814 | $5.49M | 0.07% | +1,235+1.8% | Added |
| Silvercrest Asset Management Group LLC | 73,505 | $5.70M | 0.04% | −3,579−4.6% | Reduced |
| Millennium Management LLC | 75,301 | $5.84M | 0.00% | −25,884−25.6% | Reduced |
| UBS Asset Management Americas Inc | 75,499 | $5.85M | 0.00% | −193,190−71.9% | Reduced |
| Bank of America Corp | 80,941 | $6.27M | 0.00% | −5,716−6.6% | Reduced |
| Stifel Financial Corp | 88,640 | $6.87M | 0.01% | −5,244−5.6% | Reduced |
| Price T Rowe Associates Inc | 90,214 | $6.99M | 0.00% | +4,170+4.8% | Added |
| State of Wisconsin Investment Board | 91,565 | $7.10M | 0.01% | −4,082−4.3% | Reduced |
| Vanguard Fiduciary Trust Co | 93,762 | $7.27M | 0.00% | +2,989+3.3% | Added |
| Jacobs Asset Management, LLC | 101,486 | $7.87M | 5.92% | +12,340+13.8% | Added |
| Brevan Howard Capital Management LP | 105,002 | $8.14M | 0.11% | −24,998−19.2% | Reduced |
| Charles Schwab Investment Management Inc | 110,026 | $8.53M | 0.00% | +2,300+2.1% | Added |
| D.A. Davidson & Co. | 112,036 | $8.68M | 0.05% | −13,503−10.8% | Reduced |
| Vanguard Portfolio Management LLC | 112,455 | $8.72M | 0.00% | +13,200+13.3% | Added |
| Goldman Sachs Group Inc | 116,105 | $9.00M | 0.00% | +30,317+35.3% | Added |
| Northern Trust Corp | 116,898 | $9.06M | 0.00% | +8,508+7.8% | Added |
| Peregrine Capital Management LLC | 132,829 | $10.3M | 0.33% | −6,778−4.9% | Reduced |
| Advisors Capital Management, LLC | 133,584 | $10.4M | 0.11% | +3,580+2.8% | Added |
| Alliancebernstein L.P. | 141,331 | $10.8M | 0.00% | +26,300+22.9% | Added |
| Ranger Investment Management, L.P. | 138,897 | $10.8M | 0.68% | −12,202−8.1% | Reduced |
| JCSD Capital, LLC | 145,140 | $11.2M | 16.75% | +5,000+3.6% | Added |
| UBS Group AG | 151,313 | $11.7M | 0.00% | −8,399−5.3% | Reduced |
| Stieven Capital Advisors, L.P. | 155,771 | $12.1M | 2.30% | +45,200+40.9% | Added |
| Emerald Mutual Fund Advisers Trust | 156,664 | $12.1M | 0.43% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 168,282 | $13.0M | 0.23% | +9,519+6.0% | Added |
| GW&K Investment Management, LLC | 174,198 | $13.5M | 0.11% | −7,790−4.3% | Reduced |
| Emerald Advisers, LLC | 216,333 | $16.8M | 0.39% | −4,849−2.2% | Reduced |
| Citadel Advisors LLC | 235,224 | $18.2M | 0.01% | +180,340+328.6% | Added |
| Loomis Sayles & Co L P | 284,468 | $22.0M | 0.03% | −20,320−6.7% | Reduced |
| Manufacturers Life Insurance Company, The | 335,662 | $26.0M | 0.02% | −2,157−0.6% | Reduced |
| Geode Capital Management, LLC | 341,127 | $26.4M | 0.00% | +21,602+6.8% | Added |
| Wellington Management Group LLP | 360,919 | $28.0M | 0.00% | −86,513−19.3% | Reduced |
| Dimensional Fund Advisors LP | 372,280 | $28.9M | 0.01% | +12,709+3.5% | Added |
| FMR LLC | 378,992 | $29.4M | 0.00% | +8,236+2.2% | Added |
| American Century Companies Inc | 420,240 | $32.6M | 0.01% | +1,566+0.4% | Added |
| Endeavour Capital Advisors Inc | 429,702 | $33.3M | 6.84% | +156,100+57.1% | Added |
| Azora Capital LP | 457,333 | $35.4M | 1.49% | −201,284−30.6% | Reduced |
| Cooper Creek Partners Management LLC | 467,511 | $36.2M | 1.51% | +17,377+3.9% | Added |
| Vanguard Capital Management LLC | 573,584 | $44.5M | 0.00% | +11,362+2.0% | Added |
| State Street Corp | 582,971 | $45.2M | 0.00% | +28,013+5.0% | Added |
| BlackRock, Inc. | 1,102,172 | $85.4M | 0.00% | +128,313+13.2% | Added |
| T. Rowe Price Investment Management, Inc. | 1,353,593 | $104.9M | 0.07% | +78,559+6.2% | Added |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −331,360−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −31,232−100.0% | Sold out |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −24,673−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −23,321−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −22,600−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −11,961−100.0% | Sold out |