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 |
|---|---|---|---|---|---|
|
Amundi
Paris, I0 |
Nov 14, 2025 Q3 2025 |
3,565
shares
|
$373,790
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
3,319
shares
|
$347,997
0.05% of portfolio
|
Q3 2025
Reduced 26.33%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
3,100
shares
|
$325,035
0.08% of portfolio
|
Q1 2024
Reduced 22.6%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Nov 14, 2025 Q3 2025 |
3,071
shares
|
$321,994
0.0% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
2,992
shares
|
$313,711
0.01% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
2,900
shares
|
$304,065
0.12% of portfolio
|
Q3 2025
Reduced 17.14%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
2,798
shares
|
$293,370
0.0% of portfolio
|
Q3 2025
Reduced 11.48%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Oct 23, 2025 Q3 2025 |
2,700
shares
|
$283,095
0.0% of portfolio
|
Q2 2025
Added 28.57%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
2,405
shares
|
$252,164
0.0% of portfolio
|
Q3 2025
Reduced 33.66%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
2,365
shares
|
$247,970
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
2,217
shares
|
$232,452
0.02% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,210
shares
|
$231,718
0.0% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Pro Share Advisors LLC
|
Nov 05, 2025 Q3 2025 |
2,205
shares
|
$231,194
0.0% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
2,204
shares
|
$231,089
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
2,119
shares
|
$222,177
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,045
shares
|
$214,418
0.01% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 18, 2025 Q3 2025 |
1,969
shares
|
$206,449
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2025 Q3 2025 |
1,843
shares
|
$193,238
0.01% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2025 Q3 2025 |
1,767
shares
|
$185,269
0.0% of portfolio
|
Q4 2024
Reduced 42.65%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
1,130
shares
|
$118,480
0.02% of portfolio
|
Q2 2025
Reduced 9.46%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
1,129
shares
|
$118,375
0.01% of portfolio
|
Q3 2025
Reduced 86.1%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
1,078
shares
|
$113,028
0.0% of portfolio
|
Q3 2025
Reduced 14.85%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
989
shares
|
$103,696
0.0% of portfolio
|
Q3 2025
Reduced 21.63%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 10, 2025 Q3 2025 |
944
shares
|
$98,978
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
896
shares
|
$93,945
0.0% of portfolio
|
Q3 2025
Added 634.43%
|
|