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 Million shares, which have been reported (via 13F filing form) to have a value of $1.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
30,000
shares
|
$3.06 Million
0.07% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Riverwater Partners LLC
|
Apr 21, 2025 Q1 2025 |
29,859
shares
|
$3.05 Million
1.6% of portfolio
|
Q1 2025
Reduced 18.62%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
26,465
shares
|
$2.7 Million
0.0% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Swiss National Bank
Zurich, V8 |
May 12, 2025 Q1 2025 |
25,965
shares
|
$2.65 Million
0.0% of portfolio
|
Q4 2024
Added 16.62%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
25,909
shares
|
$2.64 Million
0.0% of portfolio
|
Q1 2025
Added 209.21%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
25,358
shares
|
$2.59 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.0%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
22,609
shares
|
$2.31 Million
0.0% of portfolio
|
Q1 2025
Added 207.27%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
May 08, 2025 Q1 2025 |
22,124
shares
|
$2.26 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Persistent Asset Partners LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
21,814
shares
|
$2.23 Million
1.65% of portfolio
|
Q1 2025
Added 17.02%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
20,446
shares
|
$2.09 Million
0.07% of portfolio
|
Q4 2023
Reduced 3.56%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
20,097
shares
|
$2.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 53.99%
|
|
|
Pdt Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
19,408
shares
|
$1.98 Million
0.14% of portfolio
|
Q1 2025
Added 30.57%
|
|
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
May 08, 2025 Q1 2025 |
18,969
shares
|
$1.94 Million
0.49% of portfolio
|
Q1 2025
Reduced 9.29%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
18,888
shares
|
$1.93 Million
0.0% of portfolio
|
Q1 2024
Added 1.95%
|
|
|
Madrona Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
18,465
shares
|
$1.88 Million
0.46% of portfolio
|
Q2 2023
Added 8.62%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
18,381
shares
|
$1.88 Million
0.0% of portfolio
|
Q2 2025
Added 10.18%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
18,222
shares
|
$1.86 Million
0.0% of portfolio
|
Q1 2025
Added 11.96%
|
|
|
River Oaks Capital LLC
Wayzata, MN |
Oct 27, 2023 Q3 2023 |
18,000
shares
|
$1.84 Million
1.28% of portfolio
|
Q2 2022
Added 21.61%
|
|
|
Summer Haven Investment Management, LLC
|
Jul 17, 2025 Q2 2025 |
17,303
shares
|
$1.77 Million
1.14% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
17,017
shares
|
$1.74 Million
0.02% of portfolio
|
Q1 2025
Reduced 26.31%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
16,948
shares
|
$1.73 Million
0.0% of portfolio
|
Q1 2025
Reduced 45.02%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
16,700
shares
|
$1.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.56%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
16,486
shares
|
$1.68 Million
0.01% of portfolio
|
Q1 2025
Added 45.35%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
May 15, 2025 Q1 2025 |
16,176
shares
|
$1.65 Million
0.01% of portfolio
|
Q1 2025
Reduced 20.1%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
May 15, 2025 Q1 2025 |
16,000
shares
|
$1.63 Million
0.0% of portfolio
|
Q1 2025
Reduced 23.44%
|