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 184 institutions that hold shares in the stock, with a total of 11.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
36,361
shares
|
$3.96 Million
0.0% of portfolio
|
Q2 2025
Added 37.39%
|
|
|
Militia Capital Partners, LP
Las Vegas, NV |
Aug 14, 2025 Q2 2025 |
32,900
shares
|
$3.59 Million
1.49% of portfolio
|
Q2 2025
Added 199.09%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
32,501
shares
|
$3.54 Million
0.0% of portfolio
|
Q2 2025
Reduced 31.87%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
32,006
shares
|
$3.49 Million
0.0% of portfolio
|
Q2 2025
Added 26.22%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
30,000
shares
|
$3.27 Million
0.06% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Riverwater Partners LLC
|
Jul 31, 2025 Q2 2025 |
29,784
shares
|
$3.25 Million
1.6% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
28,757
shares
|
$3.13 Million
0.0% of portfolio
|
Q2 2025
Added 10.99%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
27,305
shares
|
$2.98 Million
0.01% of portfolio
|
Q2 2025
Added 35.87%
|
|
|
Swiss National Bank
Zurich, V8 |
May 12, 2025 Q1 2025 |
25,965
shares
|
$2.83 Million
0.0% of portfolio
|
Q4 2024
Added 16.62%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
21,020
shares
|
$2.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.03%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
20,446
shares
|
$2.23 Million
0.07% of portfolio
|
Q4 2023
Reduced 3.56%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
19,101
shares
|
$2.08 Million
0.0% of portfolio
|
Q2 2025
Added 14.38%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
18,888
shares
|
$2.06 Million
0.0% of portfolio
|
Q1 2024
Added 1.95%
|
|
|
Madrona Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
18,465
shares
|
$2.01 Million
0.46% of portfolio
|
Q2 2023
Added 8.62%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
18,381
shares
|
$2 Million
0.0% of portfolio
|
Q2 2025
Added 10.18%
|
|
|
River Oaks Capital LLC
Wayzata, MN |
Oct 27, 2023 Q3 2023 |
18,000
shares
|
$1.96 Million
1.28% of portfolio
|
Q2 2022
Added 21.61%
|
|
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
Aug 11, 2025 Q2 2025 |
17,899
shares
|
$1.95 Million
0.45% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Aug 14, 2025 Q2 2025 |
17,551
shares
|
$1.91 Million
0.01% of portfolio
|
Q2 2025
Added 180.59%
|
|
|
Summer Haven Investment Management, LLC
|
Jul 17, 2025 Q2 2025 |
17,303
shares
|
$1.89 Million
1.14% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
17,102
shares
|
$1.86 Million
0.01% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
17,088
shares
|
$1.86 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Persistent Asset Partners LTD
Hong Kong, K3 |
Aug 11, 2025 Q2 2025 |
16,432
shares
|
$1.79 Million
1.18% of portfolio
|
Q2 2025
Reduced 24.67%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Aug 14, 2025 Q2 2025 |
16,095
shares
|
$1.75 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
14,503
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.43%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
14,166
shares
|
$1.54 Million
0.25% of portfolio
|
Q2 2025
Reduced 3.93%
|