Coastal Financial Corp
CCB- 交易所
- Nasdaq
- 產業
- State Commercial Banks
- SEC CIK
- 0001437958
近 90 天，Coastal Financial Corp 內部人申報 3 筆公開市場買進、0 筆賣出；2026 年第 2 季末有 194 家機構在 13F 申報持有，市值合計 $9.93 億；沒有大師持有。
2025 年第 1 季 13F 持有人
Coastal Financial Corp 在 2025/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 177
- 較 2024 年第 4 季 +8 家
- 持有股數
- 1,091 萬
- 較 2024 年第 4 季 +82.4 萬 (+8.2%)
- 總市值
- $9.88 億
- 較 2024 年第 4 季 +$1.31 億 (+15.3%)
- 新進機構
- 25
- 另有 68 家加碼
- 清倉機構
- 17
- 另有 64 家減碼
另有 1 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 CCB 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 194 | $9.93 億 |
| 2026 年第 1 季 | 183 | $9.91 億 |
| 2025 年第 4 季 | 208 | $14.6 億 |
| 2025 年第 3 季 | 186 | $13.1 億 |
| 2025 年第 2 季 | 177 | $10.8 億 |
| 2025 年第 1 季 | 177 | $9.88 億 |
| 2024 年第 4 季 | 170 | $8.65 億 |
| 2024 年第 3 季 | 146 | $4.55 億 |
| 2024 年第 2 季 | 125 | $3.73 億 |
| 2024 年第 1 季 | 119 | $3.08 億 |
| 2023 年第 4 季 | 116 | $3.57 億 |
| 2023 年第 3 季 | 117 | $3.33 億 |
| 2023 年第 2 季 | 109 | $2.90 億 |
| 2023 年第 1 季 | 124 | $2.78 億 |
| 2022 年第 4 季 | 129 | $3.64 億 |
| 2022 年第 3 季 | 114 | $2.94 億 |
| 2022 年第 2 季 | 104 | $3.02 億 |
| 2022 年第 1 季 | 111 | $3.36 億 |
| 2021 年第 4 季 | 99 | $3.78 億 |
| 2021 年第 3 季 | 79 | $2.06 億 |
| 2021 年第 2 季 | 69 | $1.84 億 |
| 2021 年第 1 季 | 71 | $1.62 億 |
2025 年第 1 季持有機構
每家機構持有 Coastal Financial Corp 的股數、市值與佔組合比重；股數變化跟 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Public Employees Retirement System of Ohio | 13,742 | $124.2 萬 | 0.00% | +8,462+160.3% | 加碼 |
| Principal Financial Group Inc | 14,303 | $129.3 萬 | 0.00% | +6,673+87.5% | 加碼 |
| First Bank & Trust | 14,745 | $133.3 萬 | 0.26% | −2,002−12.0% | 減碼 |
| Two Sigma Advisers, LP | 16,000 | $144.7 萬 | 0.00% | −4,900−23.4% | 減碼 |
| Jacobs Levy Equity Management, Inc | 16,176 | $146.2 萬 | 0.01% | −4,070−20.1% | 減碼 |
| Rafferty Asset Management, LLC | 16,486 | $149.0 萬 | 0.01% | +5,144+45.4% | 加碼 |
| Truist Financial Corp | 16,683 | $150.8 萬 | 0.00% | −3,593−17.7% | 減碼 |
| Rhumbline Advisers | 16,700 | $151.0 萬 | 0.00% | +1,262+8.2% | 加碼 |
| Ameriprise Financial Inc | 16,948 | $153.2 萬 | 0.00% | −13,880−45.0% | 減碼 |
| TownSquare Capital, LLC | 17,017 | $153.9 萬 | 0.02% | −6,075−26.3% | 減碼 |
| SummerHaven Investment Management, LLC | 17,138 | $154.9 萬 | 1.08% | +161+0.9% | 加碼 |
| Citigroup Inc | 18,222 | $164.7 萬 | 0.00% | +1,946+12.0% | 加碼 |
| Madrona Financial Services, LLC | 18,465 | $166.9 萬 | 0.46% | 00.0% | 不變 |
| Pacific Ridge Capital Partners, LLC | 18,969 | $171.5 萬 | 0.45% | −1,942−9.3% | 減碼 |
| PDT Partners, LLC | 19,408 | $175.5 萬 | 0.12% | +4,544+30.6% | 加碼 |
| Two Sigma Investments, LP | 20,097 | $181.7 萬 | 0.00% | −23,584−54.0% | 減碼 |
| Persistent Asset Partners Ltd | 21,814 | $197.2 萬 | 1.74% | +3,173+17.0% | 加碼 |
| Militia Capital Partners, LP | 22,000 | $198.9 萬 | 0.81% | +4,000+22.2% | 加碼 |
| Alberta Investment Management Corp | 22,124 | $200.0 萬 | 0.01% | +22,124 | 新進 |
| SEI Investments Co | 22,609 | $204.4 萬 | 0.00% | +15,057+199.4% | 加碼 |
| Barclays PLC | 25,358 | $229.3 萬 | 0.00% | −2,204−8.0% | 減碼 |
| Susquehanna International Group, LLP | 25,909 | $234.2 萬 | 0.00% | +17,530+209.2% | 加碼 |
| Swiss National Bank | 25,965 | $234.7 萬 | 0.00% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 26,465 | $239.3 萬 | 0.00% | +1,048+4.1% | 加碼 |
| Mendon Capital Advisors Corp | 15,000 | $265.3 萬 | 1.23% | −15,000−50.0% | 減碼 |
| John W. Rosenthal Capital Management, Inc. | 29,595 | $267.6 萬 | 2.70% | −521−1.7% | 減碼 |
| Riverwater Partners LLC | 29,859 | $270.0 萬 | 1.39% | −6,830−18.6% | 減碼 |
| RMB Capital Management, LLC | 30,000 | $271.2 萬 | 0.07% | 00.0% | 不變 |
| Macquarie Group Ltd | 32,222 | $291.3 萬 | 0.00% | +32,222 | 新進 |
| EAM Investors, LLC | 36,471 | $329.7 萬 | 0.57% | −14,485−28.4% | 減碼 |
| PMC FIG Opportunities LLC | 36,471 | $329.7 萬 | 8.05% | +968+2.7% | 加碼 |
| Bank of New York Mellon Corp | 39,989 | $361.5 萬 | 0.00% | +1,778+4.7% | 加碼 |
| Bank of America Corp | 41,289 | $373.3 萬 | 0.00% | +24,547+146.6% | 加碼 |
| Tudor Investment Corp Et Al | 41,424 | $374.5 萬 | 0.03% | +453+1.1% | 加碼 |
| Franklin Resources Inc | 43,086 | $389.5 萬 | 0.00% | −2,800−6.1% | 減碼 |
| Elizabeth Park Capital Advisors, Ltd. | 47,256 | $427.2 萬 | 3.87% | +10,701+29.3% | 加碼 |
| Morgan Stanley | 47,706 | $431.3 萬 | 0.00% | −14,653−23.5% | 減碼 |
| Cox Capital Mgt LLC | 47,977 | $433.8 萬 | 3.17% | −637−1.3% | 減碼 |
| Envestnet Asset Management Inc | 48,494 | $438.4 萬 | 0.00% | −14,861−23.5% | 減碼 |
| Great Lakes Advisors, LLC | 49,913 | $451.3 萬 | 0.04% | +49,913 | 新進 |
| Brinker Capital Investments, LLC | 59,831 | $540.9 萬 | 0.05% | −22,516−27.3% | 減碼 |
| Orion Portfolio Solutions, LLC | 59,831 | $540.9 萬 | 0.05% | −22,516−27.3% | 減碼 |
| EAM Global Investors LLC | 60,722 | $549.0 萬 | 1.49% | +60,722 | 新進 |
| Cooper Creek Partners Management LLC | 64,713 | $585.1 萬 | 0.19% | +64,713 | 新進 |
| Emerald Mutual Fund Advisers Trust | 64,873 | $586.5 萬 | 0.42% | +5,869+9.9% | 加碼 |
| Stifel Financial Corp | 66,125 | $597.8 萬 | 0.01% | −4,800−6.8% | 減碼 |
| Bridgeway Capital Management, LLC | 67,839 | $613.3 萬 | 0.15% | +49,748+275.0% | 加碼 |
| Goldman Sachs Group Inc | 73,503 | $664.5 萬 | 0.00% | +22,725+44.8% | 加碼 |
| Jacobs Asset Management, LLC | 82,500 | $745.9 萬 | 4.72% | −27,596−25.1% | 減碼 |
| Invesco Ltd. | 86,376 | $780.9 萬 | 0.00% | +8,065+10.3% | 加碼 |
| Nuveen, LLC | 87,060 | $787.1 萬 | 0.00% | +87,060 | 新進 |
| UBS Group AG | 88,131 | $796.8 萬 | 0.00% | +39,170+80.0% | 加碼 |
| Stieven Capital Advisors, L.P. | 88,471 | $799.9 萬 | 1.55% | −13,742−13.4% | 減碼 |
| Boothbay Fund Management, LLC | 91,715 | $829.2 萬 | 0.30% | −30,415−24.9% | 減碼 |
| Charles Schwab Investment Management Inc | 98,858 | $893.8 萬 | 0.00% | +5,899+6.3% | 加碼 |
| Royce & Associates LP | 106,339 | $961.4 萬 | 0.10% | +16,785+18.7% | 加碼 |
| State of Wisconsin Investment Board | 107,216 | $969.3 萬 | 0.03% | +3,847+3.7% | 加碼 |
| Peregrine Capital Management LLC | 112,594 | $1,018 萬 | 0.34% | +112,594 | 新進 |
| Northern Trust Corp | 116,160 | $1,050 萬 | 0.00% | +9,015+8.4% | 加碼 |
| Alliancebernstein L.P. | 132,780 | $1,200 萬 | 0.00% | −11,584−8.0% | 減碼 |
| Advisors Capital Management, LLC | 139,895 | $1,265 萬 | 0.20% | −19,581−12.3% | 減碼 |
| Kennedy Capital Management, Inc. | 194,773 | $1,761 萬 | 0.42% | −104,683−35.0% | 減碼 |
| American Century Companies Inc | 206,433 | $1,866 萬 | 0.01% | +49,195+31.3% | 加碼 |
| Driehaus Capital Management LLC | 216,882 | $1,961 萬 | 0.19% | +120,667+125.4% | 加碼 |
| GW&K Investment Management, LLC | 277,950 | $2,513 萬 | 0.23% | −25,518−8.4% | 減碼 |
| FMR LLC | 279,509 | $2,527 萬 | 0.00% | +275,875+7,591.5% | 加碼 |
| Geode Capital Management, LLC | 297,635 | $2,692 萬 | 0.00% | +39,128+15.1% | 加碼 |
| Endeavour Capital Advisors Inc | 331,291 | $2,995 萬 | 11.12% | −123,938−27.2% | 減碼 |
| Dimensional Fund Advisors LP | 347,818 | $3,145 萬 | 0.01% | −15,491−4.3% | 減碼 |
| Manufacturers Life Insurance Company, The | 383,632 | $3,468 萬 | 0.03% | −1,801−0.5% | 減碼 |
| State Street Corp | 401,377 | $3,629 萬 | 0.00% | +48,784+13.8% | 加碼 |
| Wellington Management Group LLP | 446,213 | $4,034 萬 | 0.01% | −10,674−2.3% | 減碼 |
| Westwood Holdings Group Inc. | 449,113 | $4,060 萬 | 0.31% | +359,371+400.4% | 加碼 |
| Azora Capital LP | 594,142 | $5,372 萬 | 3.65% | +196,148+49.3% | 加碼 |
| Vanguard Group Inc | 739,322 | $6,684 萬 | 0.00% | +53,937+7.9% | 加碼 |
| BlackRock, Inc. | 1,047,333 | $9,469 萬 | 0.00% | −22,360−2.1% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 1,339,269 | $1.21 億 | 0.08% | +16,944+1.3% | 加碼 |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −102,351−100.0% | 清倉 |
| Roubaix Capital, LLC | 0 | $0 | 0.00% | −58,432−100.0% | 清倉 |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −55,877−100.0% | 清倉 |
| Punch & Associates Investment Management, Inc. | 0 | $0 | 0.00% | −39,000−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −19,597−100.0% | 清倉 |
| Corton Capital Inc. | 0 | $0 | 0.00% | −4,289−100.0% | 清倉 |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −4,250−100.0% | 清倉 |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −4,032−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −3,300−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −3,038−100.0% | 清倉 |
| Pictet Asset Management Holding SA | 0 | $0 | 0.00% | −2,518−100.0% | 清倉 |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −755−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −91−100.0% | 清倉 |
| R Squared Ltd | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Creekmur Asset Management LLC | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| IFP Advisors, Inc | 0 | $0 | 0.00% | 0 | 清倉 |
| Nuveen Asset Management, LLC | – | – | – | – | 本季未申報 |