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 |
|---|---|---|---|---|---|
|
Mendon Capital Advisors Corp
Rochester, NY |
May 20, 2025 Q1 2025 |
15,000
shares
|
$1.53 Million
1.23% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
14,303
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2025
Added 87.46%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
14,166
shares
|
$1.45 Million
0.25% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
13,742
shares
|
$1.4 Million
0.0% of portfolio
|
Q1 2025
Added 160.27%
|
|
|
Ejf Capital LLC
Arlington, VA |
May 15, 2025 Q1 2025 |
13,218
shares
|
$1.35 Million
0.83% of portfolio
|
Q1 2025
Reduced 34.43%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
13,102
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Arcus Capital Partners, LLC
|
Apr 30, 2025 Q1 2025 |
12,619
shares
|
$1.29 Million
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
12,557
shares
|
$1.28 Million
0.11% of portfolio
|
Q1 2025
Reduced 8.22%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
12,439
shares
|
$1.27 Million
0.02% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
11,831
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2025
Added 8.23%
|
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
11,315
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2023
Reduced 30.24%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
11,205
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
11,172
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Militia Capital Partners, LP
Las Vegas, NV |
Jun 05, 2025 Q1 2025 |
11,000
shares
|
$1.12 Million
0.79% of portfolio
|
Q1 2025
Added 22.22%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
10,808
shares
|
$1.1 Million
0.07% of portfolio
|
Q1 2025
Reduced 23.25%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
May 15, 2025 Q1 2025 |
10,659
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2024
Added 3.41%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
May 14, 2025 Q1 2025 |
10,445
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Reduced 78.96%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
May 15, 2025 Q1 2025 |
10,147
shares
|
$1.04 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
9,884
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Added 27.5%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
9,866
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Added 9.53%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
9,559
shares
|
$975,591
0.01% of portfolio
|
Q1 2025
Added 8.01%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
9,398
shares
|
$959,159
0.0% of portfolio
|
Q1 2025
Added 10.09%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
9,077
shares
|
$926,398
0.0% of portfolio
|
Q1 2025
Added 9.4%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
8,630
shares
|
$880,777
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
8,579
shares
|
$875,572
0.0% of portfolio
|
Q1 2025
New holding
|