Coastal FinancialCCB
13F holders, Q2 2026 (June 30)194holders +11
27new positions
17sold out
5famous investors
$77.49avg. 13F price*
At the end of Q2 2026, 194 institutions reported holding Coastal Financial Corp. (CCB) in their 13F filings, up 11 from Q1 2026. 27 opened new positions and 17 sold out. The largest holders were T. Rowe Price Investment Management, Inc. ($104.9M), BlackRock, Inc. ($85.4M) and State Street Corp. ($45.2M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Coastal Financial Corp.
- CUSIP
- 19046P209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $11.3M |
| Exits | 17 | $36.0M |
All 13F filers, Q1 2026 → Q2 2026: 1,208,845 shares bought and 1,362,559 shares sold, net −153,714 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 194 holders
| T. Rowe Price Investment Management, Inc. | 0.07% | Add +6.2% | 1,353,593 | $104.9M |
| BlackRock, Inc. | 0.00% | Add +13.2% | 1,102,172 | $85.4M |
| State Street Corp. | 0.00% | Add +5.0% | 582,971 | $45.2M |
| Vanguard Capital Management LLC | 0.00% | Add +2.0% | 573,584 | $44.5M |
| Cooper Creek Partners Management LLC | 1.51% | Add +3.9% | 467,511 | $36.2M |
| Azora Capital LP | 1.49% | Reduce -30.6% | 457,333 | $35.4M |
| Endeavour Capital Advisors Inc. | 6.84% | Add +57.0% | 429,702 | $33.3M |
| American Century Companies Inc. | 0.01% | Add +0.4% | 420,240 | $32.6M |
| FMR LLC | 0.00% | Add +2.2% | 378,992 | $29.4M |
| Dimensional Fund Advisors LP | 0.01% | Add +3.5% | 372,280 | $28.9M |
| Wellington Management Group LLP | 0.00% | Reduce -19.3% | 360,919 | $28.0M |
| Geode Capital Management, LLC | 0.00% | Add +6.8% | 341,127 | $26.4M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -0.6% | 335,662 | $26.0M |
| Loomis Sayles & Co. L P | 0.03% | Reduce -6.7% | 284,468 | $22.0M |
| Citadel Advisors | 0.01% | Add +328.6% | 235,224 | $18.2M |
| Emerald Advisers, LLC | 0.39% | Reduce -2.2% | 216,333 | $16.8M |
| GW&K Investment Management, LLC | 0.11% | Reduce -4.3% | 174,198 | $13.5M |
| Kennedy Capital Management LLC | 0.23% | Add +6.0% | 168,282 | $13.0M |
| Emerald Mutual Fund Advisers Trust | 0.43% | No change | 156,664 | $12.1M |
| Stieven Capital Advisors, L.P. | 2.30% | Add +40.9% | 155,771 | $12.1M |
| UBS Group AG | 0.00% | Reduce -5.3% | 151,313 | $11.7M |
| JCSD Capital, LLC | 16.75% | Add +3.6% | 145,140 | $11.2M |
| Ranger Investment Management, L.P. | 0.68% | Reduce -8.1% | 138,897 | $10.8M |
| Alliancebernstein L.P. | 0.00% | Add +22.9% | 141,331 | $10.8M |
| Advisors Capital Management, LLC | 0.11% | Add +2.8% | 133,584 | $10.4M |
| Peregrine Capital Management LLC | 0.33% | Reduce -4.9% | 132,829 | $10.3M |
| Northern Trust Corp. | 0.00% | Add +7.8% | 116,898 | $9.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +35.3% | 116,105 | $9.0M |
| Vanguard Portfolio Management LLC | 0.00% | Add +13.3% | 112,455 | $8.7M |
| D.A. Davidson & Co. | 0.05% | Reduce -10.8% | 112,036 | $8.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.1% | 110,026 | $8.5M |
| Brevan Howard Capital Management LP | 0.12% | Reduce -19.2% | 105,002 | $8.1M |
| Jacobs Asset Management, LLC | 5.92% | Add +13.8% | 101,486 | $7.9M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +3.3% | 93,762 | $7.3M |
| State of Wisconsin Investment Board | 0.01% | Reduce -4.3% | 91,565 | $7.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.8% | 90,214 | $7.0M |
| Stifel Financial Corp. | 0.01% | Reduce -5.6% | 88,640 | $6.9M |
| Bank of America Corp. | 0.00% | Reduce -6.6% | 80,941 | $6.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -71.9% | 75,499 | $5.9M |
| Millennium Management | 0.00% | Reduce -25.6% | 75,301 | $5.8M |
| Silvercrest Asset Management Group LLC | 0.04% | Reduce -4.6% | 73,505 | $5.7M |
| Segall Bryant & Hamill, LLC | 0.07% | Add +1.8% | 70,814 | $5.5M |
| Morgan Stanley | 0.00% | Reduce -13.4% | 67,508 | $5.2M |
| Qube Research & Technologies Ltd | 0.01% | Add +457.3% | 67,416 | $5.2M |
| Balyasny Asset Management L.P. | 0.01% | Add +157.5% | 62,042 | $4.8M |
| Royce & Associates LP | 0.04% | Add +7.9% | 60,078 | $4.7M |
| Mendon Capital Advisors Corp. | 1.53% | No change | 56,000 | $4.3M |
| Russell Investments Group, Ltd. | 0.00% | Add +7.3% | 54,721 | $4.2M |
| Trexquant Investment LP | 0.03% | Add +262.7% | 52,968 | $4.1M |
| Graham Capital Wealth Management, LLC | 3.03% | Add +1.5% | 50,634 | $3.9M |
| Curi Capital, LLC | 0.06% | No change | 50,000 | $3.9M |
| Boothbay Fund Management, LLC | 0.07% | Reduce -21.5% | 48,518 | $3.8M |
| D. E. Shaw & Co. | 0.00% | New | 47,565 | $3.7M |
| Franklin Resources Inc. | 0.00% | Reduce -1.1% | 45,087 | $3.5M |
| Militia Capital Management LLC | 0.63% | Reduce -7.3% | 45,000 | $3.5M |
| Nomura Asset Management International Inc. | 0.01% | Reduce -3.7% | 43,361 | $3.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -4.7% | 40,946 | $3.2M |
| Bank of New York Mellon Corp | 0.00% | Add +8.2% | 38,871 | $3.0M |
| Point72 Asset Management | 0.00% | Add +140.1% | 34,182 | $2.6M |
| Nuveen, LLC | 0.00% | Reduce -7.7% | 33,470 | $2.6M |
| Numerai GP LLC | 0.19% | Add +71.2% | 29,865 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.9% | 29,538 | $2.3M |
| Victory Capital Management Inc. | 0.00% | Add +0.1% | 29,450 | $2.3M |
| Rosenthal | Henry Capital Advisors, Inc. | 1.97% | No change | 29,013 | $2.2M |
| ExodusPoint Capital Management, LP | 0.02% | Reduce -2.5% | 26,638 | $2.1M |
| PMC FIG Opportunities LLC | 3.31% | Reduce -58.2% | 26,612 | $2.1M |
| Swiss National Bank | 0.00% | Reduce -3.0% | 25,965 | $2.0M |
| Pacific Ridge Capital Partners, LLC | 0.34% | Add +18.7% | 24,221 | $1.9M |
| Arcus Capital Partners, LLC | 0.78% | Add +37.1% | 24,182 | $1.9M |
| Sei Investments Co. | 0.00% | Reduce -27.7% | 24,088 | $1.9M |
| Quent Capital, LLC | 0.10% | No change | 21,000 | $1.6M |
| Cox Capital Mgt LLC | 0.86% | Reduce -2.3% | 19,982 | $1.5M |
| Riverwater Partners LLC | 0.46% | Reduce -1.3% | 19,899 | $1.5M |
| XTX Topco Ltd | 0.02% | Reduce -27.4% | 18,948 | $1.5M |
| Citigroup Inc. | 0.00% | Reduce -0.8% | 18,454 | $1.4M |
| Federated Hermes, Inc. | 0.00% | Reduce -0.1% | 18,250 | $1.4M |
| Susquehanna Fundamental Investments, LLC | 0.03% | Add +55.2% | 18,061 | $1.4M |
| Invesco Ltd. | 0.00% | Add +2.1% | 17,760 | $1.4M |
| Quantbot Technologies LP | 0.05% | Add +652.8% | 16,742 | $1.3M |
| Rhumbline Advisers | 0.00% | Add +4.7% | 15,977 | $1.2M |
| King Luther Capital Management Corp. | 0.01% | Add +1.0% | 15,834 | $1.2M |
| Jump Financial, LLC | 0.01% | New | 15,818 | $1.2M |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -37.6% | 15,444 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +1.3% | 15,135 | $1.2M |
| Quantinno Capital Management LP | 0.00% | Reduce -41.4% | 14,880 | $1.2M |
| Walleye Capital LLC | 0.01% | New | 14,706 | $1.1M |
| Rafferty Asset Management, LLC | 0.00% | Reduce -31.6% | 14,383 | $1.1M |
| Deutsche Bank AG | 0.00% | Add +21.6% | 14,241 | $1.1M |
| Legal & General Group Plc | 0.00% | Add +41.3% | 13,922 | $1.1M |
| Squarepoint Ops LLC | 0.00% | Add +171.0% | 13,436 | $1.0M |
| Barclays PLC | 0.00% | Reduce -58.4% | 12,830 | $994K |
| Wells Fargo & Company | 0.00% | Add +169.0% | 12,601 | $977K |
| California State Teachers Retirement System | 0.00% | Reduce -3.1% | 12,581 | $975K |
| First Bank & Trust | 0.14% | Add +5.5% | 12,012 | $931K |
| EJF Capital LP | 0.61% | Reduce -3.4% | 11,853 | $919K |
| BNP Paribas Financial Markets | 0.00% | Add +6.5% | 11,815 | $916K |
| HSBC Holdings PLC | 0.00% | New | 11,283 | $876K |
| Vident Advisory, LLC | 0.01% | Add +2.0% | 11,210 | $869K |
| AQR Capital Management | 0.00% | Add +66.4% | 10,966 | $850K |
| US Bancorp \de | 0.00% | Reduce -0.2% | 10,906 | $845K |
"% of holder's portfolio" is CCB's weight in each manager's 13F, not the share of Coastal Financial Corp. the manager owns.