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 |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.9% | 10,696 | $829K |
| Intrust Bank NA | 0.06% | Reduce -8.9% | 9,692 | $751K |
| Entropy Technologies, LP | 0.03% | Add +247.0% | 9,181 | $712K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | No change | 8,984 | $696K |
| Diversify Advisory Services, LLC | 0.01% | New | 9,323 | $675K |
| Diversify Wealth Management, LLC | 0.01% | Add +1.0% | 9,323 | $675K |
| Creative Planning | 0.00% | Add +8.9% | 7,923 | $614K |
| MetLife Investment Management, LLC | 0.00% | Add +5.5% | 7,639 | $592K |
| First Trust Advisors LP | 0.00% | Reduce -85.4% | 7,131 | $553K |
| SummerHaven Investment Management, LLC | 0.29% | No change | 6,916 | $536K |
| OP Asset Management Ltd | 0.01% | New | 6,421 | $498K |
| Jupiter Topco LLC | 0.00% | — | 6,160 | $478K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.0% | 6,099 | $473K |
| JPMorgan Chase & Co. | 0.00% | Add +4.1% | 6,081 | $468K |
| Corient Private Wealth LP | 0.00% | Reduce -61.8% | 5,968 | $463K |
| Raymond James Financial Inc. | 0.00% | Add +6.6% | 5,831 | $452K |
| Marshall Wace, LLP | 0.00% | New | 5,724 | $444K |
| New York State Common Retirement Fund | 0.00% | Add +32.8% | 5,670 | $439K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +216.7% | 5,596 | $434K |
| LPL Financial LLC | 0.00% | Add +5.9% | 5,444 | $422K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 5,225 | $405K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.0% | 4,822 | $378K |
| Madrona Financial Services, LLC | 0.07% | No change | 4,865 | $377K |
| Engineers Gate Manager LP | 0.00% | New | 4,543 | $352K |
| Capital Advisors Wealth Management, LLC | 0.04% | No change | 4,514 | $350K |
| Quadrature Capital Ltd | 0.00% | New | 4,382 | $340K |
| Aquatic Capital Management LLC | 0.01% | New | 4,311 | $334K |
| DRW Securities, LLC | 0.02% | New | 4,251 | $329K |
| Pathstone Holdings, LLC | 0.00% | Reduce -46.7% | 4,004 | $310K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +17.8% | 3,970 | $308K |
| SG Americas Securities, LLC | 0.00% | Reduce -72.0% | 3,838 | $297K |
| Arizona State Retirement System | 0.00% | Reduce -4.3% | 3,573 | $277K |
| Coldstream Capital Management Inc. | 0.00% | New | 3,259 | $253K |
| Two Sigma Investments, LP | 0.00% | Reduce -15.4% | 3,213 | $249K |
| Magnus Financial Group LLC | 0.02% | No change | 3,152 | $244K |
| Tradewinds Capital Management, LLC | 0.04% | No change | 3,100 | $240K |
| WINTON GROUP Ltd | 0.01% | New | 3,100 | $240K |
| Aigen Investment Management, LP | 0.07% | New | 3,078 | $239K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 3,071 | $238K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 3,046 | $236K |
| Kings Path Partners LLC | 0.06% | No change | 3,025 | $234K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Reduce -3.1% | 2,960 | $229K |
| KLP Kapitalforvaltning As | 0.00% | No change | 2,900 | $225K |
| SummitTX Capital, L.P. | 0.01% | New | 2,883 | $223K |
| State of Alaska, Department of Revenue | 0.00% | No change | 2,868 | $221K |
| EntryPoint Capital, LLC | 0.05% | Reduce -57.3% | 2,800 | $217K |
| Voya Investment Management LLC | 0.00% | New | 2,717 | $211K |
| Susquehanna International Group, LLP | 0.00% | Reduce -85.7% | 2,670 | $207K |
| VARCOV Co. | 0.08% | New | 2,667 | $207K |
| Hamilton Capital Partners Inc. | 0.01% | Add +4.9% | 2,571 | $199K |
| Parallel Advisors, LLC | 0.00% | Reduce -8.5% | 2,413 | $187K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -2.3% | 2,168 | $168K |
| Ameriflex Group, Inc. | 0.06% | No change | 1,929 | $150K |
| Osaic Holdings, Inc. | 0.00% | Add +203.9% | 1,407 | $109K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +11.5% | 1,202 | $93K |
| First Pacific Financial | 0.01% | No change | 1,130 | $88K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -41.8% | 917 | $71K |
| First Horizon Corp. | 0.00% | Reduce -23.2% | 644 | $50K |
| Smartleaf Asset Management LLC | 0.00% | No change | 624 | $48K |
| Global Retirement Partners, LLC | 0.00% | — | 604 | $47K |
| Royal Bank of Canada | 0.00% | Reduce -89.8% | 438 | $34K |
| Nykredit A/S | 0.00% | — | 227 | $18K |
| IMA Advisory Services, Inc. | 0.00% | No change | 207 | $16K |
| Rossby Financial, LCC | 0.00% | Reduce -1.9% | 205 | $16K |
| NewEdge Advisors, LLC | 0.00% | No change | 202 | $16K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 201 | $16K |
| Jones Financial Companies LLLP | 0.00% | New | 195 | $15K |
| Versant Capital Management, Inc | 0.00% | Reduce -37.9% | 167 | $13K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -35.3% | 141 | $11K |
| Allworth Financial LP | 0.00% | Reduce -25.3% | 130 | $10K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -47.5% | 126 | $10K |
| UMB Bank, n.a. | 0.00% | No change | 123 | $10K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 102 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +310.0% | 82 | $6K |
| Optiver Holding B.V. | 0.00% | Add +215.4% | 82 | $6K |
| Los Angeles Capital Management LLC | 0.00% | No change | 80 | $6K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -99.8% | 79 | $6K |
| Harbor Capital Advisors, Inc. | 0.00% | No change | 70 | $5K |
| Arax Advisory Partners | 0.00% | New | 58 | $4K |
| Quarry LP | 0.00% | Add +194.1% | 50 | $4K |
| Rothschild Investment LLC | 0.00% | Add +92.0% | 48 | $4K |
| Sterling Capital Management LLC | 0.00% | Reduce -44.0% | 47 | $4K |
| Assetmark, Inc. | 0.00% | No change | 47 | $4K |
| Atwood & Palmer Inc. | 0.00% | No change | 33 | $3K |
| Crewe Advisors LLC | 0.00% | New | 27 | $2K |
| Fifth Third Bancorp | 0.00% | Add +35.3% | 23 | $2K |
| Covestor Ltd | 0.00% | Add +80.0% | 9 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 9 | $698 |
| CoreCap Advisors, LLC | 0.00% | New | 9 | $698 |
| Larson Financial Group LLC | 0.00% | New | 7 | $543 |
| Parkside Financial Bank & Trust | 0.00% | No change | 5 | $389 |
| Clearstead Advisors, LLC | 0.00% | New | 3 | $233 |
| SBI Securities Co., Ltd. | 0.00% | New | 2 | $155 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $78 |
"% of holder's portfolio" is CCB's weight in each manager's 13F, not the share of Coastal Financial Corp. the manager owns.