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Coastal Financial Corp
$78.35 -1.49 (-1.87%) At close · Jul 2
Market Cap
$1.19B
Shares
15,248,808

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 180
Total Value: $983,201,490
Total Shares: 12,919,858
Showing 1–100 of 186 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 180 13F filers
Top Holder
9.9%
Jun 2023 → Mar 2026 · range 9.9% – 13.3%
of institutional value
Top 5
31.2%
Jun 2023 → Mar 2026 · range 31.2% – 45.1%
of institutional value
Top 10
47.0%
Jun 2023 → Mar 2026 · range 47.0% – 63.7%
of institutional value
HHI
330
Jun 2023 → Mar 2026 · range 330 – 560
Broadly held
Showing 100 of 186
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega T. Rowe Price Investment Management, Inc. $97,030,087 9.87% 1,275,034
Mega BlackRock, Inc. $74,110,665 7.54% 973,859
Mid Azora Capital LP $50,120,753 5.10% 658,617
Mega VANGUARD CAPITAL MANAGEMENT LLC $42,785,094 4.35% 562,222
Mega STATE STREET CORP $42,232,303 4.30% 554,958
Mid COOPER CREEK PARTNERS MANAGEMENT LLC $34,255,197 3.48% 450,134
Mega WELLINGTON MANAGEMENT GROUP LLP $34,049,575 3.46% 447,432
Mega AMERICAN CENTURY COMPANIES INC $31,861,091 3.24% 418,674
Mega FMR LLC $28,214,530 2.87% 370,756
Mega DIMENSIONAL FUND ADVISORS LP $27,363,351 2.78% 359,571
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $25,708,025 2.61% 337,819
Large WESTWOOD HOLDINGS GROUP INC $25,216,496 2.56% 331,360
Mega GEODE CAPITAL MANAGEMENT, LLC $24,315,851 2.47% 319,525
Large LOOMIS SAYLES & CO L P $23,194,365 2.36% 304,788
Small ENDEAVOUR CAPITAL ADVISORS INC $20,821,112 2.12% 273,602
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $20,447,229 2.08% 268,689
Mid EMERALD ADVISERS, LLC $16,831,950 1.71% 221,182
Large GW&K Investment Management, LLC $13,849,286 1.41% 181,988
Mega UBS Group AG $12,154,081 1.24% 159,712
Mid KENNEDY CAPITAL MANAGEMENT LLC $12,081,864 1.23% 158,763
Mid EMERALD MUTUAL FUND ADVISERS TRUST Mutual Fund $11,922,130 1.21% 156,664
Mid Ranger Investment Management, L.P. $11,498,633 1.17% 151,099
Micro JCSD Capital, LLC $10,664,654 1.08% 140,140
Mid PEREGRINE CAPITAL MANAGEMENT LLC $10,624,092 1.08% 139,607
Mid Advisors Capital Management, LLC $9,893,304 1.01% 130,004
Mid Brevan Howard Capital Management LP $9,893,000 1.01% 130,000
Mid D.A. DAVIDSON & CO. $9,553,517 0.97% 125,539
Mega ALLIANCEBERNSTEIN L.P. $8,753,859 0.89% 115,031
Small Stieven Capital Advisors, L.P. $8,414,453 0.86% 110,571
Mega NORTHERN TRUST CORP Bank $8,248,477 0.84% 108,390
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $8,197,948 0.83% 107,726
Mega MILLENNIUM MANAGEMENT LLC $7,700,178 0.78% 101,185
Large STATE OF WISCONSIN INVESTMENT BOARD $7,278,736 0.74% 95,647
Large STIFEL FINANCIAL CORP $7,144,572 0.73% 93,884
Mega VANGUARD FIDUCIARY TRUST CO Bank $6,907,825 0.70% 90,773
Small JACOBS ASSET MANAGEMENT, LLC $6,784,010 0.69% 89,146
Mega BANK OF AMERICA CORP /DE/ Bank $6,594,597 0.67% 86,657
Mega PRICE T ROWE ASSOCIATES INC /MD/ $6,547,947 0.67% 86,044
Mega GOLDMAN SACHS GROUP INC $6,528,465 0.66% 85,788
Mega MORGAN STANLEY $5,935,796 0.60% 78,000
Large SILVERCREST ASSET MANAGEMENT GROUP LLC $5,866,092 0.60% 77,084
Mid SEGALL BRYANT & HAMILL, LLC $5,294,961 0.54% 69,579
Micro PMC FIG Opportunities LLC $4,841,253 0.49% 63,617
Mid BOOTHBAY FUND MANAGEMENT, LLC $4,702,447 0.48% 61,793
Small MENDON CAPITAL ADVISORS CORP $4,261,600 0.43% 56,000
Mid ROYCE & ASSOCIATES LP $4,237,248 0.43% 55,680
Mega CITADEL ADVISORS LLC $4,176,672 0.42% 54,884
Large Russell Investments Group, Ltd. $3,882,619 0.39% 51,020
Mid Curi Capital, LLC $3,805,000 0.39% 50,000
Micro GRAHAM CAPITAL WEALTH MANAGEMENT, LLC $3,795,791 0.39% 49,879
Mega FIRST TRUST ADVISORS LP $3,707,059 0.38% 48,713
Small Militia Capital Management LLC $3,695,339 0.38% 48,559
Mega FRANKLIN RESOURCES INC $3,469,170 0.35% 45,587
Large NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $3,426,326 0.35% 45,024
Mid Orion Porfolio Solutions, LLC $3,269,788 0.33% 42,967
Mega Nuveen, LLC $2,760,374 0.28% 36,273
Mega Bank of New York Mellon Corp Bank $2,733,891 0.28% 35,925
Large SEI INVESTMENTS CO $2,533,976 0.26% 33,298
Mega ENVESTNET ASSET MANAGEMENT INC $2,466,933 0.25% 32,417
Mega PNC FINANCIAL SERVICES GROUP, INC. $2,450,496 0.25% 32,201
Mega JANE STREET GROUP, LLC $2,376,754 0.24% 31,232
Mega BARCLAYS PLC $2,349,510 0.24% 30,874
Mega VICTORY CAPITAL MANAGEMENT INC $2,239,699 0.23% 29,431
Micro Rosenthal | Henry Capital Advisors, Inc. $2,207,889 0.22% 29,013
Large ExodusPoint Capital Management, LP $2,078,519 0.21% 27,313
Mega Swiss National Bank Bank $2,036,816 0.21% 26,765
Mid XTX Topco Ltd $1,984,916 0.20% 26,083
Large Quantinno Capital Management LP $1,931,189 0.20% 25,377
Mid Y-Intercept (Hong Kong) Ltd $1,884,844 0.19% 24,768
Small Persistent Asset Partners Ltd $1,877,615 0.19% 24,673
Large Balyasny Asset Management L.P. $1,833,628 0.19% 24,095
Large GREAT LAKES ADVISORS, LLC $1,774,728 0.18% 23,321
Large RENAISSANCE TECHNOLOGIES LLC $1,719,860 0.17% 22,600
Large Rafferty Asset Management, LLC $1,599,545 0.16% 21,019
Small Quent Capital, LLC $1,598,100 0.16% 21,000
Small Cox Capital Mgt LLC $1,556,321 0.16% 20,451
Small Pacific Ridge Capital Partners, LLC $1,552,287 0.16% 20,398
Small Riverwater Partners LLC $1,533,567 0.16% 20,152
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,418,656 0.14% 18,642
Mega CITIGROUP INC $1,415,078 0.14% 18,595
Large FEDERATED HERMES, INC. $1,389,966 0.14% 18,265
Small Arcus Capital Partners, LLC $1,342,099 0.14% 17,636
Small Numerai GP LLC $1,327,336 0.14% 17,442
Mega Invesco Ltd. $1,323,757 0.13% 17,395
Mega CITADEL ADVISORS LLC $1,293,700 0.13% 17,000
Large KING LUTHER CAPITAL MANAGEMENT CORP $1,193,476 0.12% 15,683
Large Corient Private Wealth LLC $1,189,443 0.12% 15,630
Mega RHUMBLINE ADVISERS $1,161,438 0.12% 15,262
Large TRUIST FINANCIAL CORP $1,136,629 0.12% 14,936
Large Trexquant Investment LP $1,111,440 0.11% 14,605
Large Point72 Asset Management, L.P. $1,083,435 0.11% 14,237
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,073,010 0.11% 14,100
Mega WELLS FARGO & COMPANY/MN $1,065,400 0.11% 14,000
Large SG Americas Securities, LLC Broker-Dealer $1,044,015 0.11% 13,719
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $988,158 0.10% 12,985
Small EJF Capital LP $933,670 0.09% 12,269
Large Qube Research & Technologies Ltd $920,505 0.09% 12,096
Large PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO Pension $910,232 0.09% 11,961
Mega AMERIPRISE FINANCIAL INC $894,022 0.09% 11,748
Mega DEUTSCHE BANK AG\ Bank $891,510 0.09% 11,715
Key facts CIK 1437958 CUSIP 19046P209 13F (30d) 2 filings 2 filers Visit website

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