Who Holds Coastal Financial Corp (CCB)? 194 Institutional Holders, Q2 2026
Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 194 holders, $831 million in total.
Largest holders
The 100 largest by value. Change in shares against Q1 2026.
| Manager | Shares | Value | Change | |
|---|---|---|---|---|
| BlackRock, Inc. | 1,102,172 | $85 million | +13% | 13F |
| STATE STREET CORP | 582,971 | $45 million | +5% | 13F |
| VANGUARD CAPITAL MANAGEMENT LLC | 573,584 | $44 million | +2% | 13F |
| Azora Capital LP | 457,333 | $35 million | -31% | 13F |
| ENDEAVOUR CAPITAL ADVISORS INC | 429,702 | $33 million | +57% | 13F |
| AMERICAN CENTURY COMPANIES INC | 420,240 | $33 million | +0% | 13F |
| FMR LLC | 378,992 | $29 million | +2% | 13F |
| DIMENSIONAL FUND ADVISORS LP | 372,280 | $29 million | +4% | 13F |
| WELLINGTON MANAGEMENT GROUP LLP | 360,919 | $28 million | -19% | 13F |
| GEODE CAPITAL MANAGEMENT, LLC | 341,127 | $26 million | +7% | 13F |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 335,662 | $26 million | -1% | 13F |
| LOOMIS SAYLES & CO L P | 284,468 | $22 million | -7% | 13F |
| CITADEL ADVISORS LLC | 235,224 | $18 million | +329% | 13F |
| EMERALD ADVISERS, LLC | 216,333 | $17 million | -2% | 13F |
| KENNEDY CAPITAL MANAGEMENT LLC | 168,282 | $13 million | +6% | 13F |
| EMERALD MUTUAL FUND ADVISERS TRUST | 156,664 | $12 million | +0% | 13F |
| Stieven Capital Advisors, L.P. | 155,771 | $12 million | +41% | 13F |
| UBS Group AG | 151,313 | $12 million | -5% | 13F |
| JCSD Capital, LLC | 145,140 | $11 million | +4% | 13F |
| Ranger Investment Management, L.P. | 138,897 | $11 million | -8% | 13F |
| ALLIANCEBERNSTEIN L.P. | 141,331 | $11 million | +23% | 13F |
| Advisors Capital Management, LLC | 133,584 | $10 million | +3% | 13F |
| PEREGRINE CAPITAL MANAGEMENT LLC | 132,829 | $10 million | -5% | 13F |
| NORTHERN TRUST CORP | 116,898 | $9 million | +8% | 13F |
| GOLDMAN SACHS GROUP INC | 116,105 | $9 million | +35% | 13F |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 112,455 | $9 million | +13% | 13F |
| D.A. DAVIDSON & CO. | 112,036 | $9 million | -11% | 13F |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 110,026 | $9 million | +2% | 13F |
| Brevan Howard Capital Management LP | 105,002 | $8 million | -19% | 13F |
| JACOBS ASSET MANAGEMENT, LLC | 101,486 | $8 million | +14% | 13F |
| VANGUARD FIDUCIARY TRUST CO | 93,762 | $7 million | +3% | 13F |
| STATE OF WISCONSIN INVESTMENT BOARD | 91,565 | $7 million | -4% | 13F |
| STIFEL FINANCIAL CORP | 88,640 | $7 million | -6% | 13F |
| BANK OF AMERICA CORP /DE/ | 80,941 | $6 million | -7% | 13F |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 75,499 | $6 million | -72% | 13F |
| MILLENNIUM MANAGEMENT LLC | 75,301 | $6 million | -26% | 13F |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 73,505 | $6 million | -5% | 13F |
| SEGALL BRYANT & HAMILL, LLC | 70,814 | $5 million | +2% | 13F |
| MORGAN STANLEY | 67,508 | $5 million | -13% | 13F |
| Qube Research & Technologies Ltd | 67,416 | $5 million | +457% | 13F |
| Balyasny Asset Management L.P. | 62,042 | $5 million | +157% | 13F |
| ROYCE & ASSOCIATES LP | 60,078 | $5 million | +8% | 13F |
| MENDON CAPITAL ADVISORS CORP | 56,000 | $4 million | +0% | 13F |
| Russell Investments Group, Ltd. | 54,721 | $4 million | +7% | 13F |
| Trexquant Investment LP | 52,968 | $4 million | +263% | 13F |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 50,634 | $4 million | +2% | 13F |
| Curi Capital, LLC | 50,000 | $4 million | +0% | 13F |
| BOOTHBAY FUND MANAGEMENT, LLC | 48,518 | $4 million | -21% | 13F |
| D. E. Shaw & Co., Inc. | 47,565 | $4 million | New | 13F |
| FRANKLIN RESOURCES INC | 45,087 | $3 million | -1% | 13F |
| Militia Capital Management LLC | 45,000 | $3 million | -7% | 13F |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 43,361 | $3 million | -4% | 13F |
| Orion Porfolio Solutions, LLC | 40,946 | $3 million | -5% | 13F |
| Bank of New York Mellon Corp | 38,871 | $3 million | +8% | 13F |
| Point72 Asset Management, L.P. | 34,182 | $3 million | +140% | 13F |
| Nuveen, LLC | 33,470 | $3 million | -8% | 13F |
| Numerai GP LLC | 29,865 | $2 million | +71% | 13F |
| ENVESTNET ASSET MANAGEMENT INC | 29,538 | $2 million | -9% | 13F |
| VICTORY CAPITAL MANAGEMENT INC | 29,450 | $2 million | +0% | 13F |
| Rosenthal | Henry Capital Advisors, Inc. | 29,013 | $2 million | +0% | 13F |
| ExodusPoint Capital Management, LP | 26,638 | $2 million | -2% | 13F |
| PMC FIG Opportunities LLC | 26,612 | $2 million | -58% | 13F |
| Swiss National Bank | 25,965 | $2 million | -3% | 13F |
| Pacific Ridge Capital Partners, LLC | 24,221 | $2 million | +19% | 13F |
| Arcus Capital Partners, LLC | 24,182 | $2 million | +37% | 13F |
| SEI INVESTMENTS CO | 24,088 | $2 million | -28% | 13F |
| Quent Capital, LLC | 21,000 | $2 million | +0% | 13F |
| Cox Capital Mgt LLC | 19,982 | $2 million | -2% | 13F |
| Riverwater Partners LLC | 19,899 | $2 million | -1% | 13F |
| XTX Topco Ltd | 18,948 | $1 million | -27% | 13F |
| CITIGROUP INC | 18,454 | $1 million | -1% | 13F |
| FEDERATED HERMES, INC. | 18,250 | $1 million | 0% | 13F |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 18,061 | $1 million | +55% | 13F |
| Invesco Ltd. | 17,760 | $1 million | +2% | 13F |
| Quantbot Technologies LP | 16,742 | $1 million | +653% | 13F |
| RHUMBLINE ADVISERS | 15,977 | $1 million | +5% | 13F |
| KING LUTHER CAPITAL MANAGEMENT CORP | 15,834 | $1 million | +1% | 13F |
| Jump Financial, LLC | 15,818 | $1 million | New | 13F |
| Y-Intercept (Hong Kong) Ltd | 15,444 | $1 million | -38% | 13F |
| TRUIST FINANCIAL CORP | 15,135 | $1 million | +1% | 13F |
| Quantinno Capital Management LP | 14,880 | $1 million | -41% | 13F |
| Walleye Capital LLC | 14,706 | $1 million | New | 13F |
| Rafferty Asset Management, LLC | 14,383 | $1 million | -32% | 13F |
| DEUTSCHE BANK AG\ | 14,241 | $1 million | +22% | 13F |
| Legal & General Group Plc | 13,922 | $1 million | +41% | 13F |
| Squarepoint Ops LLC | 13,436 | $1 million | +171% | 13F |
| BARCLAYS PLC | 12,830 | $994,454 | -58% | 13F |
| WELLS FARGO & COMPANY/MN | 12,601 | $976,703 | +169% | 13F |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 12,581 | $975,153 | -3% | 13F |
| First Bank & Trust | 12,012 | $931,050 | +6% | 13F |
| EJF Capital LP | 11,853 | $918,726 | -3% | 13F |
| BNP PARIBAS FINANCIAL MARKETS | 11,815 | $915,781 | +6% | 13F |
| HSBC HOLDINGS PLC | 11,283 | $876,351 | New | 13F |
| Vident Advisory, LLC | 11,210 | $868,887 | +2% | 13F |
| AQR CAPITAL MANAGEMENT LLC | 10,966 | $849,975 | +66% | 13F |
| US BANCORP \DE\ | 10,906 | $845,324 | 0% | 13F |
| AMERIPRISE FINANCIAL INC | 10,696 | $829,047 | -9% | 13F |
| INTRUST BANK NA | 9,692 | $751,226 | -9% | 13F |
| Entropy Technologies, LP | 9,181 | $711,619 | +247% | 13F |
| VANGUARD ASSET MANAGEMENT, Ltd | 8,984 | $696,350 | +0% | 13F |
Questions and answers
- How many institutions hold Coastal Financial Corp?
- 194 managers reported Coastal Financial Corp on Form 13F for the quarter ended 30 June 2026, against 183 the quarter before.
- Who is the largest institutional holder of Coastal Financial Corp?
- BlackRock, Inc., with 1,102,172 shares worth $85 million on its 13F for Q2 2026.
- How many institutions bought or sold out of Coastal Financial Corp in Q2 2026?
- 31 managers reported a new position and 20 reported none after holding it the quarter before.
Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds Coastal Financial Corp, Q2 2026", https://app.tamarly.ai/holders/coastal-financial, built from SEC EDGAR.
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