Institutional Ownership Coastal Financial Corp (CCB)
This table provides information about the institutional ownership of Coastal Financial Corp (CCB). We have compiled data on the 196 institutions that hold shares in the stock, with a total of 12.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
42,365
shares
|
$4.44 Million
0.0% of portfolio
|
Q3 2025
Added 756.55%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 13, 2025 Q3 2025 |
41,023
shares
|
$4.3 Million
0.01% of portfolio
|
Q3 2025
Added 7.71%
|
|
|
Eam Investors, LLC
Solana Beach, CA |
Nov 14, 2025 Q3 2025 |
39,011
shares
|
$4.09 Million
0.57% of portfolio
|
Q3 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
36,785
shares
|
$3.86 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.03%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
35,472
shares
|
$3.72 Million
0.0% of portfolio
|
Q3 2025
Reduced 26.76%
|
|
|
Lisanti Capital Growth, LLC
|
Nov 03, 2025 Q3 2025 |
32,659
shares
|
$3.42 Million
1.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
31,668
shares
|
$3.32 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
30,000
shares
|
$3.15 Million
0.06% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Mendon Capital Advisors Corp
Rochester, NY |
Nov 14, 2025 Q3 2025 |
29,700
shares
|
$3.11 Million
1.21% of portfolio
|
Q3 2025
New holding
|
|
|
Riverwater Partners LLC
|
Oct 31, 2025 Q3 2025 |
29,601
shares
|
$3.1 Million
1.56% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
29,382
shares
|
$3.08 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Elizabeth Park Capital Advisors, Ltd.
Pepper Pike, OH |
Nov 13, 2025 Q3 2025 |
28,911
shares
|
$3.03 Million
2.71% of portfolio
|
Q3 2025
Reduced 26.46%
|
|
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
Nov 14, 2025 Q3 2025 |
28,283
shares
|
$2.97 Million
4.61% of portfolio
|
Q3 2025
Reduced 40.65%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
27,932
shares
|
$2.93 Million
0.07% of portfolio
|
Q3 2025
Reduced 54.83%
|
|
|
Swiss National Bank
Zurich, V8 |
Nov 13, 2025 Q3 2025 |
26,165
shares
|
$2.74 Million
0.0% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
25,494
shares
|
$2.67 Million
0.0% of portfolio
|
Q3 2025
Added 21.28%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
23,365
shares
|
$2.45 Million
0.02% of portfolio
|
Q3 2025
Reduced 50.05%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
21,743
shares
|
$2.28 Million
0.01% of portfolio
|
Q3 2025
Added 27.14%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
20,608
shares
|
$2.16 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
20,446
shares
|
$2.14 Million
0.07% of portfolio
|
Q4 2023
Reduced 3.56%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
19,861
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2025
Reduced 37.95%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
19,690
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2025
Reduced 27.89%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
18,888
shares
|
$1.98 Million
0.0% of portfolio
|
Q1 2024
Added 1.95%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
18,847
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Madrona Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
18,465
shares
|
$1.94 Million
0.48% of portfolio
|
Q2 2023
Added 8.62%
|
|