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 |
|---|---|---|---|---|---|
|
River Oaks Capital LLC
Wayzata, MN |
Oct 27, 2023 Q3 2023 |
18,000
shares
|
$1.89 Million
1.28% of portfolio
|
Q2 2022
Added 21.61%
|
|
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
Nov 10, 2025 Q3 2025 |
16,724
shares
|
$1.75 Million
0.44% of portfolio
|
Q3 2025
Reduced 6.56%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
16,050
shares
|
$1.68 Million
0.05% of portfolio
|
Q3 2025
Added 68.33%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Nov 17, 2025 Q3 2025 |
15,276
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
15,155
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.31%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
14,574
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
14,143
shares
|
$1.48 Million
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
14,015
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2025
Reduced 23.75%
|
|
|
Ejf Capital LLC
Arlington, VA |
Nov 12, 2025 Q3 2025 |
13,996
shares
|
$1.47 Million
1.13% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
13,655
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2025
Added 19.09%
|
|
|
Arcus Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
12,672
shares
|
$1.33 Million
0.65% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2025 Q3 2025 |
12,579
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2025
Added 18.01%
|
|
|
First Bank & Trust
|
Oct 10, 2025 Q3 2025 |
12,339
shares
|
$1.29 Million
0.23% of portfolio
|
Q3 2025
Reduced 12.9%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
12,297
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2025
Added 54.74%
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
12,204
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2025
Added 13.62%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 14, 2025 Q3 2025 |
11,961
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.96%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
11,159
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
10,976
shares
|
$1.15 Million
0.1% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
10,931
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.97%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
10,156
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Reduced 64.68%
|
|
|
Militia Capital Partners, LP
Las Vegas, NV |
Nov 14, 2025 Q3 2025 |
10,000
shares
|
$1.05 Million
0.51% of portfolio
|
Q3 2025
Reduced 69.6%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
9,819
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
Added 10.65%
|
|
|
Persistent Asset Partners LTD
Hong Kong, K3 |
Nov 10, 2025 Q3 2025 |
9,091
shares
|
$953,191
0.68% of portfolio
|
Q3 2025
Reduced 44.68%
|
|
|
Summer Haven Investment Management, LLC
|
Nov 03, 2025 Q3 2025 |
8,309
shares
|
$871,198
0.54% of portfolio
|
Q3 2025
Reduced 51.98%
|
|
|
Legato Capital Management LLC
|
Nov 12, 2025 Q3 2025 |
8,100
shares
|
$849,285
0.1% of portfolio
|
Q3 2025
New holding
|
|