Coastal FinancialCCB
13F holders, Q4 2024 (December 31)169holders +23
33new positions
16sold out
4famous investors
$84.91avg. 13F price*
At the end of Q4 2024, 169 institutions reported holding Coastal Financial Corp. (CCB) in their 13F filings, up 23 from Q3 2024. 33 opened new positions and 16 sold out. The largest holders were T. Rowe Price Investment Management, Inc. ($112.3M), BlackRock, Inc. ($90.8M) and Vanguard Group Inc. ($58.2M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Coastal Financial Corp.
- CUSIP
- 19046P209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $74.6M |
| Exits | 16 | $8.2M |
All 13F filers, Q3 2024 → Q4 2024: 2,460,259 shares bought and 754,161 shares sold, net +1,706,098 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 169 holders
| T. Rowe Price Investment Management, Inc. | 0.07% | Add +47.2% | 1,322,325 | $112.3M |
| BlackRock, Inc. | 0.00% | Reduce -4.3% | 1,069,693 | $90.8M |
| Vanguard Group Inc. | 0.00% | Add +11.4% | 685,385 | $58.2M |
| Wellington Management Group LLP | 0.01% | Add +1067.9% | 456,887 | $38.8M |
| Endeavour Capital Advisors Inc. | 12.31% | Reduce -39.2% | 455,229 | $38.7M |
| Azora Capital LP | 1.52% | New | 397,994 | $33.8M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +9.7% | 385,433 | $32.7M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -2.1% | 363,309 | $30.8M |
| State Street Corp. | 0.00% | Add +12.2% | 352,593 | $29.9M |
| GW&K Investment Management, LLC | 0.22% | Reduce -1.9% | 303,468 | $25.8M |
| Kennedy Capital Management LLC | 0.56% | Add +38.6% | 299,456 | $25.4M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.5% | 258,507 | $22.0M |
| Advisors Capital Management, LLC | 0.21% | Reduce -0.7% | 159,476 | $13.5M |
| American Century Companies Inc. | 0.01% | Add +1.0% | 157,238 | $13.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.3% | 144,364 | $12.3M |
| Boothbay Fund Management, LLC | 0.33% | Add +18.1% | 122,130 | $10.4M |
| JPMorgan Chase & Co. | 0.00% | Add +3.8% | 121,469 | $10.3M |
| Jacobs Asset Management, LLC | 5.97% | Reduce -41.3% | 110,096 | $9.3M |
| Northern Trust Corp. | 0.00% | Reduce -0.5% | 107,145 | $9.1M |
| State of Wisconsin Investment Board | 0.02% | Add +41.1% | 103,369 | $8.8M |
| Philadelphia Financial Management of San Francisco, LLC | 1.75% | Add +171.7% | 102,351 | $8.7M |
| Stieven Capital Advisors, L.P. | 1.54% | Add +37.9% | 102,213 | $8.7M |
| Nuveen Asset Management, LLC | 0.00% | Add +88.2% | 96,253 | $8.2M |
| Driehaus Capital Management LLC | 0.07% | New | 96,215 | $8.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.0% | 92,959 | $7.9M |
| Westwood Holdings Group Inc. | 0.06% | New | 89,742 | $7.6M |
| Royce & Associates LP | 0.07% | Add +795.5% | 89,554 | $7.6M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -2.6% | 82,347 | $7.0M |
| Orion Portfolio Solutions, LLC | 0.07% | Reduce -2.6% | 82,347 | $7.0M |
| Invesco Ltd. | 0.00% | Reduce -10.0% | 78,311 | $6.6M |
| Stifel Financial Corp. | 0.01% | No change | 70,925 | $6.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.7% | 63,355 | $5.4M |
| Morgan Stanley | 0.00% | Add +19.1% | 62,359 | $5.3M |
| Emerald Mutual Fund Advisers Trust | 0.30% | Add +489.4% | 59,004 | $5.0M |
| Roubaix Capital, LLC | 2.38% | New | 58,432 | $5.0M |
| FJ Capital Management LLC | 0.55% | New | 55,877 | $4.7M |
| Informed Momentum Co LLC | 0.61% | New | 50,956 | $4.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.9% | 50,778 | $4.3M |
| ExodusPoint Capital Management, LP | 0.04% | Add +480.4% | 49,646 | $4.2M |
| UBS Group AG | 0.00% | Add +486.1% | 48,961 | $4.2M |
| Cox Capital Mgt LLC | 2.65% | Add +44.2% | 48,614 | $4.1M |
| Franklin Resources Inc. | 0.00% | Add +0.9% | 45,886 | $3.9M |
| Two Sigma Investments, LP | 0.01% | Add +49.7% | 43,681 | $3.7M |
| Tudor Investment Corporation | 0.04% | Reduce -5.8% | 40,971 | $3.5M |
| Punch & Associates Investment Management, Inc. | 0.18% | Reduce -31.2% | 39,000 | $3.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.5% | 38,211 | $3.2M |
| Riverwater Partners LLC | 1.52% | Reduce -5.1% | 36,689 | $3.1M |
| Elizabeth Park Capital Advisors, Ltd. | 2.53% | New | 36,555 | $3.1M |
| PMC FIG Opportunities LLC | 7.63% | Reduce -23.8% | 35,503 | $3.0M |
| Ameriprise Financial Inc. | 0.00% | Add +5.0% | 30,828 | $2.6M |
| Rosenthal | Henry Capital Advisors, Inc. | 2.37% | No change | 30,116 | $2.6M |
| Mendon Capital Advisors Corp. | 1.44% | No change | 30,000 | $2.5M |
| Curi Capital, LLC | 0.06% | No change | 30,000 | $2.5M |
| Los Angeles Capital Management LLC | 0.01% | Reduce -49.7% | 28,837 | $2.4M |
| Barclays PLC | 0.00% | Reduce -13.3% | 27,562 | $2.3M |
| Swiss National Bank | 0.00% | Add +16.6% | 25,965 | $2.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +101.7% | 25,417 | $2.2M |
| Citadel Advisors | 0.00% | Reduce -32.1% | 24,525 | $2.1M |
| Townsquare Capital LLC | 0.02% | Reduce -4.5% | 23,092 | $2.0M |
| Pacific Ridge Capital Partners, LLC | 0.41% | Add +54.3% | 20,911 | $1.8M |
| Two Sigma Advisers, LP | 0.00% | Reduce -5.4% | 20,900 | $1.8M |
| BNP Paribas Financial Markets | 0.00% | Reduce -17.1% | 20,761 | $1.8M |
| Truist Financial Corp. | 0.00% | Add +5.5% | 20,276 | $1.7M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -2.3% | 20,246 | $1.7M |
| EJF Capital LP | 1.18% | Reduce -59.1% | 20,160 | $1.7M |
| Squarepoint Ops LLC | 0.00% | New | 19,597 | $1.7M |
| Persistent Asset Partners Ltd | 1.42% | — | 18,641 | $1.7M |
| Madrona Financial Services, LLC | 0.43% | No change | 18,465 | $1.6M |
| Bridgeway Capital Management, LLC | 0.03% | Add +2.9% | 18,091 | $1.5M |
| SummerHaven Investment Management, LLC | 0.89% | No change | 16,977 | $1.4M |
| First Bank & Trust | 0.27% | Reduce -13.3% | 16,747 | $1.4M |
| Bank of America Corp. | 0.00% | Add +9.7% | 16,742 | $1.4M |
| Citigroup Inc. | 0.00% | Add +18.7% | 16,276 | $1.4M |
| Rhumbline Advisers | 0.00% | Reduce -0.2% | 15,438 | $1.3M |
| PDT Partners, LLC | 0.11% | Add +23.4% | 14,864 | $1.3M |
| Intrust Bank NA | 0.12% | Reduce -3.1% | 13,681 | $1.2M |
| Diversify Wealth Management, LLC | 0.09% | Reduce -10.5% | 14,083 | $1.1M |
| AQR Capital Management | 0.00% | Add +2.0% | 12,629 | $1.1M |
| Legal & General Group Plc | 0.00% | Add +14.8% | 11,643 | $989K |
| Empowered Funds, LLC | 0.01% | Add +4.6% | 11,591 | $984K |
| Rafferty Asset Management, LLC | 0.00% | Add +4.9% | 11,342 | $963K |
| Federated Hermes, Inc. | 0.00% | Add +7072.8% | 11,333 | $962K |
| Janus Henderson Group PLC | 0.00% | Reduce -1.6% | 11,229 | $954K |
| US Bancorp \de | 0.00% | Add +0.3% | 10,931 | $928K |
| Deutsche Bank AG | 0.00% | Add +52.2% | 10,806 | $918K |
| California State Teachers Retirement System | 0.00% | Reduce -1.0% | 10,659 | $905K |
| Militia Capital Partners, LP | 0.73% | — | 9,000 | $764K |
| Susquehanna Fundamental Investments, LLC | 0.01% | — | 8,850 | $751K |
| T. Rowe Price Associates Inc. | 0.00% | New | 8,537 | $725K |
| Susquehanna International Group, LLP | 0.00% | Add +90.2% | 8,379 | $711K |
| First Trust Advisors LP | 0.00% | Add +1.9% | 8,297 | $704K |
| Parallel Advisors, LLC | 0.02% | Reduce -0.4% | 7,975 | $677K |
| Creative Planning | 0.00% | Add +40.6% | 7,752 | $658K |
| Royal Bank of Canada | 0.00% | Add +39.4% | 7,697 | $653K |
| Principal Financial Group Inc. | 0.00% | Add +9.4% | 7,630 | $648K |
| Sei Investments Co. | 0.00% | New | 7,552 | $641K |
| MetLife Investment Management, LLC | 0.00% | Add +12.6% | 6,845 | $581K |
| SG Americas Securities, LLC | 0.00% | Add +8.7% | 6,517 | $553K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +5.6% | 6,459 | $548K |
| Raymond James Financial Inc. | 0.00% | — | 6,267 | $532K |
| Corebridge Financial, Inc. | 0.00% | Reduce -6.0% | 5,645 | $479K |
| Magnus Financial Group LLC | 0.04% | Reduce -4.7% | 5,473 | $465K |
| Emerald Advisers, LLC | 0.02% | New | 5,455 | $463K |
| Wells Fargo & Company | 0.00% | Add +46.0% | 5,418 | $460K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +1.4% | 5,372 | $456K |
| Public Employees Retirement System of Ohio | 0.00% | New | 5,280 | $448K |
| Intech Investment Management LLC | 0.00% | New | 4,824 | $410K |
| Portside Wealth Group, LLC | 0.07% | Add +2.0% | 4,763 | $404K |
| Capital Advisors Wealth Management, LLC | 0.07% | No change | 4,514 | $383K |
| MML Investors Services, LLC | 0.00% | Add +4.9% | 4,488 | $381K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 4,404 | $374K |
| Corton Capital Inc. | 0.21% | Reduce -59.1% | 4,289 | $364K |
| New York State Common Retirement Fund | 0.00% | No change | 4,270 | $363K |
| HSBC Holdings PLC | 0.00% | Reduce -31.2% | 4,250 | $355K |
| Tidal Investments LLC | 0.00% | New | 4,032 | $342K |
| FNY Investment Advisers, LLC | 0.18% | New | 4,000 | $339K |
| Fiduciary Trust Co | 0.00% | New | 3,940 | $335K |
| Norden Group LLC | 0.04% | New | 3,762 | $319K |
| FMR LLC | 0.00% | Add +176.1% | 3,634 | $309K |
| Voya Investment Management LLC | 0.00% | Reduce -15.0% | 3,612 | $307K |
| Painted Porch Advisors LLC | 0.15% | Add +75.0% | 3,500 | $297K |
| Arizona State Retirement System | 0.00% | New | 3,320 | $282K |
| Point72 Asset Management | 0.00% | Reduce -19.2% | 3,300 | $280K |
| ProShare Advisors LLC | 0.00% | New | 3,198 | $272K |
| Tradewinds Capital Management, LLC | 0.07% | No change | 3,100 | $263K |
| State Board of Administration of Florida Retirement System | 0.00% | New | 3,090 | $262K |
| Engineers Gate Manager LP | 0.00% | New | 3,038 | $258K |
| Mariner, LLC | 0.00% | New | 2,902 | $246K |
| Pictet Asset Management Holding SA | 0.00% | New | 2,518 | $214K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 2,383 | $202K |
| First Horizon Advisors, Inc. | 0.01% | No change | 2,369 | $201K |
| KLP Kapitalforvaltning As | 0.00% | — | 2,100 | $178K |
| Cubist Systematic Strategies, LLC | 0.00% | Reduce -82.6% | 2,030 | $172K |
| Ameriflex Group, Inc. | 0.08% | — | 1,929 | $172K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -42.6% | 1,767 | $150K |
| USA Financial Formulas | 0.02% | New | 1,441 | $122K |
| Shell Asset Management Co. | 0.01% | Reduce -4.4% | 1,339 | $114K |
| First Pacific Financial | 0.02% | Reduce -39.3% | 1,248 | $106K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,076 | $91K |
| New York State Teachers Retirement System | 0.00% | New | 1,019 | $87K |
| Meeder Asset Management Inc. | 0.00% | New | 755 | $64K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +179.4% | 718 | $61K |
| Point72 (DIFC) Ltd | 0.00% | Reduce -22.0% | 447 | $38K |
| Osaic Holdings, Inc. | 0.00% | Reduce -92.0% | 402 | $34K |
| Amalgamated Bank | 0.00% | No change | 366 | $31K |
| Quadrant Capital Group LLC | 0.00% | Add +83.5% | 255 | $22K |
| Lindbrook Capital, LLC | 0.00% | No change | 204 | $17K |
| NewEdge Advisors, LLC | 0.00% | No change | 202 | $17K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 165 | $14K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -16.5% | 142 | $12K |
| Allworth Financial LP | 0.00% | Reduce -2.3% | 127 | $11K |
| UMB Bank, n.a. | 0.00% | No change | 123 | $10K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +24.1% | 103 | $9K |
| Cwm, LLC | 0.00% | Add +17.6% | 107 | $9K |
| Simplex Trading, LLC | 0.00% | New | 100 | $8K |
| Arax Advisory Partners | 0.00% | No change | 91 | $8K |
| Assetmark, Inc. | 0.00% | Reduce -5.4% | 88 | $7K |
| Quantbot Technologies LP | 0.00% | Reduce -96.3% | 83 | $7K |
| Versant Capital Management, Inc | 0.00% | New | 79 | $7K |
| Covestor Ltd | 0.00% | Add +140.9% | 53 | $5K |
| R Squared Ltd | 0.00% | — | 50 | $4K |
| Sterling Capital Management LLC | 0.00% | Add +166.7% | 32 | $3K |
| Rothschild Investment LLC | 0.00% | Add +25.0% | 25 | $2K |
| Creekmur Asset Management LLC | 0.00% | No change | 20 | $2K |
| Signaturefd, LLC | 0.00% | New | 11 | $934 |
| Nisa Investment Advisors, LLC | 0.00% | No change | 9 | $764 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 8 | $679 |
| GAMMA Investing LLC | 0.00% | New | 7 | $594 |
| SBI Securities Co., Ltd. | 0.00% | — | 1 | $85 |
"% of holder's portfolio" is CCB's weight in each manager's 13F, not the share of Coastal Financial Corp. the manager owns.