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 |
|---|---|---|---|---|---|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Aug 08, 2025 Q2 2025 |
2,701
shares
|
$294,436
0.0% of portfolio
|
Q1 2025
Added 13.34%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Jul 23, 2025 Q2 2025 |
2,700
shares
|
$294,327
0.0% of portfolio
|
Q2 2025
Added 28.57%
|
|
|
Pro Share Advisors LLC
|
Aug 07, 2025 Q2 2025 |
2,646
shares
|
$288,440
0.0% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
2,642
shares
|
$288,004
0.0% of portfolio
|
Q2 2025
Reduced 69.2%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Aug 14, 2025 Q2 2025 |
2,406
shares
|
$262,278
0.01% of portfolio
|
Q2 2025
Reduced 76.29%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
2,198
shares
|
$239,603
0.0% of portfolio
|
Q2 2025
Reduced 8.61%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,155
shares
|
$234,916
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
2,139
shares
|
$233,172
0.02% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
2,133
shares
|
$232,518
0.02% of portfolio
|
Q2 2025
Reduced 36.23%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,045
shares
|
$222,925
0.01% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
2,000
shares
|
$218,020
0.08% of portfolio
|
Q2 2025
Reduced 56.52%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
1,929
shares
|
$210,280
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
1,844
shares
|
$201,014
0.01% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Aug 07, 2025 Q2 2025 |
1,767
shares
|
$192,620
0.0% of portfolio
|
Q4 2024
Reduced 42.65%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
1,400
shares
|
$152,614
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
1,266
shares
|
$138,006
0.0% of portfolio
|
Q1 2025
Added 17.66%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
1,262
shares
|
$137,570
0.0% of portfolio
|
Q2 2025
Added 521.67%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
1,199
shares
|
$130,702
0.0% of portfolio
|
Q2 2025
Reduced 9.85%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
1,130
shares
|
$123,181
0.02% of portfolio
|
Q2 2025
Reduced 9.46%
|
|
|
New York State Teachers Retirement System
|
Jul 28, 2025 Q2 2025 |
1,019
shares
|
$111,081
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
827
shares
|
$90,151
0.0% of portfolio
|
Q2 2025
Added 229.48%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
565
shares
|
$61,590
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
483
shares
|
$52,651
0.0% of portfolio
|
Q2 2020
Added 0.49%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
446
shares
|
$48,618
0.0% of portfolio
|
Q2 2025
Added 127.55%
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
431
shares
|
$46,983
0.0% of portfolio
|
Q1 2025
Added 17.76%
|