Coastal FinancialCCB
13F holders, Q1 2026 (March 31)183holders −25
23new positions
50sold out
5famous investors
$76.44avg. 13F price*
At the end of Q1 2026, 183 institutions reported holding Coastal Financial Corp. (CCB) in their 13F filings, down 25 from Q4 2025. 23 opened new positions and 50 sold out. The largest holders were T. Rowe Price Investment Management, Inc. ($97.0M), BlackRock, Inc. ($74.1M) and Azora Capital LP ($50.1M). 5 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Coastal Financial Corp.
- CUSIP
- 19046P209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $27.6M |
| Exits | 50 | $98.7M |
All 13F filers, Q4 2025 → Q1 2026: 1,655,920 shares bought and 1,481,271 shares sold, net +174,649 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 183 holders
| T. Rowe Price Investment Management, Inc. | 0.07% | Add +0.4% | 1,275,034 | $97.0M |
| BlackRock, Inc. | 0.00% | Reduce -1.1% | 973,859 | $74.1M |
| Azora Capital LP | 3.30% | Add +6.5% | 658,617 | $50.1M |
| Vanguard Capital Management LLC | 0.00% | — | 562,222 | $42.8M |
| State Street Corp. | 0.00% | Add +25.3% | 554,958 | $42.2M |
| Cooper Creek Partners Management LLC | 1.65% | Add +105.0% | 450,134 | $34.3M |
| Wellington Management Group LLP | 0.01% | Reduce -4.2% | 447,432 | $34.0M |
| American Century Companies Inc. | 0.02% | Reduce -22.5% | 418,674 | $31.9M |
| FMR LLC | 0.00% | Add +0.2% | 370,756 | $28.2M |
| Dimensional Fund Advisors LP | 0.01% | Add +7.6% | 359,571 | $27.4M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +1.4% | 337,819 | $25.7M |
| Westwood Holdings Group Inc. | 0.18% | Reduce -1.7% | 331,360 | $25.2M |
| Geode Capital Management, LLC | 0.00% | Reduce -2.0% | 319,525 | $24.3M |
| Loomis Sayles & Co. L P | 0.03% | Reduce -7.7% | 304,788 | $23.2M |
| Endeavour Capital Advisors Inc. | 4.72% | Add +69.0% | 273,602 | $20.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +65.7% | 268,689 | $20.4M |
| Emerald Advisers, LLC | 0.53% | Add +44.8% | 221,182 | $16.8M |
| GW&K Investment Management, LLC | 0.12% | Reduce -8.0% | 181,988 | $13.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.5% | 115,031 | $13.2M |
| UBS Group AG | 0.00% | Add +31.2% | 159,712 | $12.2M |
| Kennedy Capital Management LLC | 0.26% | Reduce -6.0% | 158,763 | $12.1M |
| Emerald Mutual Fund Advisers Trust | 0.58% | Add +45.4% | 156,664 | $11.9M |
| Ranger Investment Management, L.P. | 0.83% | Reduce -0.6% | 151,099 | $11.5M |
| JCSD Capital, LLC | 16.62% | Add +8.6% | 140,140 | $10.7M |
| Peregrine Capital Management LLC | 0.39% | Reduce -4.2% | 139,607 | $10.6M |
| Advisors Capital Management, LLC | 0.12% | Add +4.3% | 130,004 | $9.9M |
| Brevan Howard Capital Management LP | 0.10% | Add +18.2% | 130,000 | $9.9M |
| D.A. Davidson & Co. | 0.06% | No change | 125,539 | $9.6M |
| Stieven Capital Advisors, L.P. | 1.80% | Add +68.1% | 110,571 | $8.4M |
| Northern Trust Corp. | 0.00% | Add +1.6% | 108,390 | $8.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.4% | 107,726 | $8.2M |
| Millennium Management | 0.01% | New | 101,185 | $7.7M |
| Vanguard Portfolio Management LLC | 0.00% | — | 99,255 | $7.6M |
| State of Wisconsin Investment Board | 0.02% | Reduce -13.7% | 95,647 | $7.3M |
| Stifel Financial Corp. | 0.01% | Add +57.4% | 93,884 | $7.1M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 90,773 | $6.9M |
| Jacobs Asset Management, LLC | 4.06% | Add +0.8% | 89,146 | $6.8M |
| Bank of America Corp. | 0.00% | Add +71.2% | 86,657 | $6.6M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -18.6% | 86,044 | $6.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +48.4% | 85,788 | $6.5M |
| Morgan Stanley | 0.00% | Reduce -23.0% | 78,000 | $5.9M |
| Silvercrest Asset Management Group LLC | 0.04% | Reduce -10.1% | 77,084 | $5.9M |
| Segall Bryant & Hamill, LLC | 0.08% | Reduce -4.9% | 69,579 | $5.3M |
| PMC FIG Opportunities LLC | 7.50% | Add +47.2% | 63,617 | $4.8M |
| Boothbay Fund Management, LLC | 0.11% | Reduce -41.9% | 61,793 | $4.7M |
| Mendon Capital Advisors Corp. | 1.65% | Add +86.7% | 56,000 | $4.3M |
| Royce & Associates LP | 0.04% | Reduce -55.0% | 55,680 | $4.2M |
| Citadel Advisors | 0.00% | Add +1779.6% | 54,884 | $4.2M |
| Russell Investments Group, Ltd. | 0.00% | Add +5.0% | 51,020 | $3.9M |
| Curi Capital, LLC | 0.07% | Add +66.7% | 50,000 | $3.8M |
| Graham Capital Wealth Management, LLC | 3.37% | New | 49,879 | $3.8M |
| First Trust Advisors LP | 0.00% | Add +11.3% | 48,713 | $3.7M |
| Militia Capital Management LLC | 0.83% | — | 48,559 | $3.7M |
| Franklin Resources Inc. | 0.00% | Add +31.4% | 45,587 | $3.5M |
| Nomura Asset Management International Inc. | 0.01% | Add +12.1% | 45,024 | $3.4M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -7.0% | 42,967 | $3.3M |
| Nuveen, LLC | 0.00% | Reduce -53.0% | 36,273 | $2.8M |
| Bank of New York Mellon Corp | 0.00% | Add +0.2% | 35,925 | $2.7M |
| Sei Investments Co. | 0.00% | Reduce -5.7% | 33,298 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.9% | 32,417 | $2.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +16937.6% | 32,201 | $2.5M |
| Jane Street Group, LLC | 0.00% | New | 31,232 | $2.4M |
| Barclays PLC | 0.00% | Add +19.8% | 30,874 | $2.3M |
| Victory Capital Management Inc. | 0.00% | Add +0.0% | 29,431 | $2.2M |
| Rosenthal | Henry Capital Advisors, Inc. | 2.16% | No change | 29,013 | $2.2M |
| ExodusPoint Capital Management, LP | 0.02% | New | 27,313 | $2.1M |
| Swiss National Bank | 0.00% | No change | 26,765 | $2.0M |
| XTX Topco Ltd | 0.03% | Add +562.5% | 26,083 | $2.0M |
| Quantinno Capital Management LP | 0.00% | Add +1026.9% | 25,377 | $1.9M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 24,768 | $1.9M |
| Persistent Asset Partners Ltd | 0.73% | Add +59.8% | 24,673 | $1.9M |
| Balyasny Asset Management L.P. | 0.00% | Add +838.6% | 24,095 | $1.8M |
| Great Lakes Advisors, LLC | 0.01% | Add +42.8% | 23,321 | $1.8M |
| Renaissance Technologies | 0.00% | New | 22,600 | $1.7M |
| Rafferty Asset Management, LLC | 0.01% | Add +32.1% | 21,019 | $1.6M |
| Quent Capital, LLC | 0.11% | Add +5.6% | 21,000 | $1.6M |
| Cox Capital Mgt LLC | 1.03% | Reduce -57.2% | 20,451 | $1.6M |
| Pacific Ridge Capital Partners, LLC | 0.34% | Add +29.9% | 20,398 | $1.6M |
| Riverwater Partners LLC | 0.51% | Reduce -31.9% | 20,152 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +63.9% | 18,642 | $1.4M |
| Citigroup Inc. | 0.00% | Add +31.8% | 18,595 | $1.4M |
| Federated Hermes, Inc. | 0.00% | Reduce -12.9% | 18,265 | $1.4M |
| Arcus Capital Partners, LLC | 0.48% | Add +37.1% | 17,636 | $1.3M |
| Numerai GP LLC | 0.13% | Add +104.5% | 17,442 | $1.3M |
| Invesco Ltd. | 0.00% | Reduce -77.1% | 17,395 | $1.3M |
| King Luther Capital Management Corp. | 0.01% | New | 15,683 | $1.2M |
| Corient Private Wealth LP | 0.00% | New | 15,630 | $1.2M |
| Rhumbline Advisers | 0.00% | Reduce -5.1% | 15,262 | $1.2M |
| Trexquant Investment LP | 0.01% | New | 14,605 | $1.1M |
| Truist Financial Corp. | 0.00% | Reduce -5.8% | 14,936 | $1.1M |
| Point72 Asset Management | 0.00% | Add +31.7% | 14,237 | $1.1M |
| SG Americas Securities, LLC | 0.00% | Add +71.2% | 13,719 | $1.0M |
| California State Teachers Retirement System | 0.00% | Reduce -0.7% | 12,985 | $988K |
| EJF Capital LP | 0.66% | Reduce -7.2% | 12,269 | $934K |
| Qube Research & Technologies Ltd | 0.00% | New | 12,096 | $921K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 11,961 | $910K |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.2% | 11,748 | $894K |
| Deutsche Bank AG | 0.00% | Add +12.4% | 11,715 | $892K |
| Susquehanna Fundamental Investments, LLC | 0.03% | New | 11,634 | $885K |
| First Bank & Trust | 0.14% | Reduce -1.6% | 11,382 | $866K |
| BNP Paribas Financial Markets | 0.00% | Reduce -36.5% | 11,098 | $845K |
| Vident Advisory, LLC | 0.01% | New | 10,987 | $836K |
| US Bancorp \de | 0.00% | Reduce -0.0% | 10,927 | $832K |
| Intrust Bank NA | 0.07% | Reduce -2.4% | 10,642 | $810K |
| Bridgeway Capital Management, LLC | 0.02% | Reduce -57.9% | 10,461 | $796K |
| Legal & General Group Plc | 0.00% | Reduce -21.6% | 9,855 | $750K |
| Diversify Wealth Management, LLC | 0.01% | Add +30.9% | 9,232 | $699K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 8,984 | $684K |
| Pathstone Holdings, LLC | 0.00% | Add +116.9% | 7,507 | $571K |
| Creative Planning | 0.00% | Reduce -39.8% | 7,276 | $554K |
| MetLife Investment Management, LLC | 0.00% | Reduce -0.9% | 7,241 | $551K |
| SummerHaven Investment Management, LLC | 0.32% | Reduce -16.8% | 6,916 | $526K |
| AQR Capital Management | 0.00% | Reduce -6.8% | 6,591 | $502K |
| EntryPoint Capital, LLC | 0.15% | New | 6,560 | $499K |
| Janus Henderson Group PLC | 0.00% | No change | 6,160 | $470K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.5% | 6,040 | $460K |
| JPMorgan Chase & Co. | 0.00% | Add +1.4% | 5,843 | $434K |
| Raymond James Financial Inc. | 0.00% | Reduce -25.2% | 5,470 | $416K |
| Vanguard Global Advisers, LLC | 0.00% | — | 5,225 | $398K |
| LPL Financial LLC | 0.00% | Add +1.9% | 5,140 | $391K |
| Squarepoint Ops LLC | 0.00% | New | 4,958 | $377K |
| Madrona Financial Services, LLC | 0.08% | No change | 4,865 | $370K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.5% | 4,682 | $364K |
| Wells Fargo & Company | 0.00% | Reduce -66.8% | 4,685 | $357K |
| Capital Advisors Wealth Management, LLC | 0.05% | No change | 4,514 | $344K |
| Royal Bank of Canada | 0.00% | Reduce -11.3% | 4,294 | $327K |
| New York State Common Retirement Fund | 0.00% | Reduce -76.1% | 4,270 | $325K |
| Fiduciary Trust Co | 0.00% | New | 4,189 | $319K |
| Two Sigma Investments, LP | 0.00% | Reduce -6.4% | 3,800 | $289K |
| Arizona State Retirement System | 0.00% | Reduce -1.1% | 3,735 | $284K |
| Freestone Grove Partners LP | 0.00% | New | 3,536 | $269K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 3,371 | $257K |
| Jefferies Financial Group Inc. | 0.00% | Add +56.5% | 3,201 | $244K |
| Magnus Financial Group LLC | 0.02% | Reduce -24.1% | 3,152 | $240K |
| Tradewinds Capital Management, LLC | 0.05% | No change | 3,100 | $236K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 3,071 | $234K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +1.7% | 3,056 | $233K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 3,046 | $232K |
| Kings Path Partners LLC | 0.08% | No change | 3,025 | $230K |
| Dark Forest Capital Management LP | 0.02% | New | 2,910 | $221K |
| KLP Kapitalforvaltning As | 0.00% | No change | 2,900 | $221K |
| Intech Investment Management LLC | 0.00% | Reduce -42.7% | 2,865 | $218K |
| State of Alaska, Department of Revenue | 0.00% | No change | 2,868 | $218K |
| Entropy Technologies, LP | 0.01% | New | 2,646 | $201K |
| Parallel Advisors, LLC | 0.00% | Reduce -9.8% | 2,636 | $201K |
| Hamilton Capital Partners Inc. | 0.01% | Add +75.5% | 2,450 | $186K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -23.2% | 2,218 | $171K |
| Quantbot Technologies LP | 0.01% | Reduce -19.7% | 2,224 | $169K |
| Ameriflex Group, Inc. | 0.07% | No change | 1,929 | $147K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 1,767 | $134K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +215.0% | 1,575 | $120K |
| First Pacific Financial | 0.01% | No change | 1,130 | $86K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,078 | $82K |
| First Horizon Corp. | 0.00% | Reduce -25.7% | 839 | $64K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +20.0% | 661 | $50K |
| Smartleaf Asset Management LLC | 0.00% | No change | 624 | $46K |
| Osaic Holdings, Inc. | 0.00% | Reduce -40.0% | 463 | $35K |
| Versant Capital Management, Inc | 0.00% | Add +51.1% | 269 | $20K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +90.5% | 240 | $18K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +17.2% | 218 | $17K |
| Rossby Financial, LCC | 0.00% | Add +1.9% | 209 | $16K |
| IMA Advisory Services, Inc. | 0.00% | No change | 207 | $16K |
| NewEdge Advisors, LLC | 0.00% | No change | 202 | $15K |
| Allworth Financial LP | 0.00% | Add +13.0% | 174 | $13K |
| Quadrant Capital Group LLC | 0.00% | Reduce -34.9% | 166 | $13K |
| Cwm, LLC | 0.00% | Reduce -16.6% | 131 | $10K |
| UMB Bank, n.a. | 0.00% | No change | 123 | $9K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -1.0% | 102 | $8K |
| Sterling Capital Management LLC | 0.00% | Reduce -2.3% | 84 | $6K |
| Los Angeles Capital Management LLC | 0.00% | No change | 80 | $6K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +16.7% | 70 | $5K |
| Assetmark, Inc. | 0.00% | Reduce -14.6% | 47 | $4K |
| Atwood & Palmer Inc. | 0.00% | No change | 33 | $3K |
| Optiver Holding B.V. | 0.00% | Add +85.7% | 26 | $2K |
| Rothschild Investment LLC | 0.00% | Reduce -16.7% | 25 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -93.3% | 20 | $2K |
| Fifth Third Bancorp | 0.00% | New | 17 | $1K |
| Quarry LP | 0.00% | New | 17 | $1K |
| Parkside Financial Bank & Trust | 0.00% | No change | 5 | $381 |
| Advisory Services Network, LLC | 0.00% | New | 5 | $381 |
| Hughes Financial Services, LLC | 0.00% | New | 3 | $228 |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 1 | $76 |
| Covestor Ltd | 0.00% | Reduce -68.8% | 5 | $0 |
"% of holder's portfolio" is CCB's weight in each manager's 13F, not the share of Coastal Financial Corp. the manager owns.