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 |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
7,926
shares
|
$831,041
0.0% of portfolio
|
Q3 2025
Added 18.21%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
7,818
shares
|
$819,717
0.0% of portfolio
|
Q3 2025
Added 7.97%
|
|
|
Mangrove Partners
New York, NY |
Nov 14, 2025 Q3 2025 |
7,737
shares
|
$811,224
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2025 Q3 2025 |
7,725
shares
|
$809,966
0.0% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
7,350
shares
|
$770,647
0.05% of portfolio
|
Q3 2025
Reduced 11.92%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
7,144
shares
|
$749,048
0.0% of portfolio
|
Q3 2025
Added 170.4%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
7,114
shares
|
$745,902
0.0% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2025 Q3 2025 |
5,993
shares
|
$628,366
0.0% of portfolio
|
Q3 2025
Reduced 15.25%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
5,825
shares
|
$610,751
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
5,817
shares
|
$609,912
0.0% of portfolio
|
Q3 2025
Reduced 10.44%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2025 Q3 2025 |
5,543
shares
|
$581,183
0.0% of portfolio
|
Q3 2025
Reduced 68.42%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 10, 2025 Q3 2025 |
5,002
shares
|
$524,459
0.01% of portfolio
|
Q3 2025
Reduced 29.1%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,958
shares
|
$519,846
0.0% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,931
shares
|
$517,015
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
4,701
shares
|
$492,899
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,633
shares
|
$485,770
0.01% of portfolio
|
Q3 2025
Reduced 22.5%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
4,514
shares
|
$473,292
0.07% of portfolio
|
Q2 2024
Reduced 24.31%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
4,475
shares
|
$469,203
0.0% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
New York State Common Retirement Fund
|
Nov 03, 2025 Q3 2025 |
4,270
shares
|
$447,709
0.0% of portfolio
|
Q2 2024
Added 23.42%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
4,152
shares
|
$435,337
0.04% of portfolio
|
Q3 2025
Reduced 11.05%
|
|
|
Arizona State Retirement System
|
Nov 03, 2025 Q3 2025 |
3,986
shares
|
$417,932
0.0% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
3,858
shares
|
$404,511
0.16% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
3,811
shares
|
$399,583
0.0% of portfolio
|
Q3 2025
Added 22.42%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Nov 12, 2025 Q3 2025 |
3,709
shares
|
$388,888
0.0% of portfolio
|
Q3 2025
Added 37.32%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2025 Q3 2025 |
3,700
shares
|
$387,945
0.0% of portfolio
|
Q3 2025
Reduced 59.34%
|
|