Who owns Coastal Financial (CCB)
Which tracked institutional funds hold CCB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CCB company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
44 tracked funds added or opened CCB while 41 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CCB’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes CCB more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CCB divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 187 tracked filers holding CCB, 99 increased or opened the position and 89 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CCB between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 5
- D. E. Shaw & Co., Inc.$4M
- Jump Financial, LLC$1M
- Walleye Capital LLC$1M
- HSBC HOLDINGS PLC$876K
- Diversify Advisory Services, LLC$675K
Full exits 11
- T. Rowe Price Investment Management, Inc.$97M
- COOPER CREEK PARTNERS MANAGEMENT LLC$34M
- WESTWOOD HOLDINGS GROUP INC$25M
- GW&K Investment Management, LLC$14M
- JANE STREET GROUP, LLC$2M
- Persistent Asset Partners Ltd$2M
Largest adds
- CITADEL ADVISORS LLC$14M
- ENDEAVOUR CAPITAL ADVISORS INC$12M
- BlackRock, Inc.$11M
- Qube Research & Technologies Ltd$4M
- Stieven Capital Advisors, L.P.$4M
- Trexquant Investment LP$3M
Largest trims
- Azora Capital LP$15M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$15M
- WELLINGTON MANAGEMENT GROUP LLP$6M
- FIRST TRUST ADVISORS LP$3M
- PMC FIG Opportunities LLC$3M
- PNC Financial Services Group, Inc.$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 1,102,172 | $85M | 10.4% | 2026-Q2 |
| STATE STREET CORP added | 582,971 | $45M | 5.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 573,584 | $44M | 5.4% | 2026-Q2 |
| Azora Capital LP trimmed | 457,333 | $35M | 4.3% | 2026-Q2 |
| ENDEAVOUR CAPITAL ADVISORS INC added | 429,702 | $33M | 4.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 420,240 | $33M | 4.0% | 2026-Q2 |
| FMR LLC added | 378,992 | $29M | 3.6% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 372,280 | $29M | 3.5% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 360,919 | $28M | 3.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 341,127 | $26M | 3.2% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 335,662 | $26M | 3.2% | 2026-Q2 |
| LOOMIS SAYLES & CO L P trimmed | 284,468 | $22M | 2.7% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 235,224 | $18M | 2.2% | 2026-Q2 |
| EMERALD ADVISERS, LLC trimmed | 216,333 | $17M | 2.0% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 168,282 | $13M | 1.6% | 2026-Q2 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 156,664 | $12M | 1.5% | 2026-Q2 |
| Stieven Capital Advisors, L.P. added | 155,771 | $12M | 1.5% | 2026-Q2 |
| UBS Group AG trimmed | 151,313 | $12M | 1.4% | 2026-Q2 |
| JCSD Capital, LLC added | 145,140 | $11M | 1.4% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 141,331 | $11M | 1.3% | 2026-Q2 |
| Ranger Investment Management, L.P. trimmed | 138,897 | $11M | 1.3% | 2026-Q2 |
| Advisors Capital Management, LLC added | 133,584 | $10M | 1.3% | 2026-Q2 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 132,829 | $10M | 1.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 116,898 | $9M | 1.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 116,105 | $9M | 1.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 112,455 | $9M | 1.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 112,036 | $9M | 1.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 110,026 | $9M | 1.0% | 2026-Q2 |
| Brevan Howard Capital Management LP trimmed | 105,002 | $8M | 1.0% | 2026-Q2 |
| JACOBS ASSET MANAGEMENT, LLC added | 101,486 | $8M | 1.0% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 93,762 | $7M | 0.9% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 91,565 | $7M | 0.9% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 90,214 | $7M | 0.9% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 88,640 | $7M | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 80,941 | $6M | 0.8% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 75,499 | $6M | 0.7% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 75,301 | $6M | 0.7% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 73,505 | $6M | 0.7% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 70,814 | $5M | 0.7% | 2026-Q2 |
| MORGAN STANLEY trimmed | 67,508 | $5M | 0.6% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 67,416 | $5M | 0.6% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 62,042 | $5M | 0.6% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 60,078 | $5M | 0.6% | 2026-Q2 |
| MENDON CAPITAL ADVISORS CORP | 56,000 | $4M | 0.5% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 54,721 | $4M | 0.5% | 2026-Q2 |
| Trexquant Investment LP added | 52,968 | $4M | 0.5% | 2026-Q2 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC added | 50,634 | $4M | 0.5% | 2026-Q2 |
| Curi Capital, LLC | 50,000 | $4M | 0.5% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 48,518 | $4M | 0.5% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 47,565 | $4M | 0.4% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 45,087 | $3M | 0.4% | 2026-Q2 |
| Militia Capital Management LLC trimmed | 45,000 | $3M | 0.4% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 43,361 | $3M | 0.4% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 40,946 | $3M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 38,871 | $3M | 0.4% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 34,182 | $3M | 0.3% | 2026-Q2 |
| Nuveen, LLC trimmed | 33,470 | $3M | 0.3% | 2026-Q2 |
| Numerai GP LLC added | 29,865 | $2M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 29,538 | $2M | 0.3% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 29,450 | $2M | 0.3% | 2026-Q2 |
| Rosenthal | Henry Capital Advisors, Inc. | 29,013 | $2M | 0.3% | 2026-Q2 |
| ExodusPoint Capital Management, LP trimmed | 26,638 | $2M | 0.3% | 2026-Q2 |
| PMC FIG Opportunities LLC trimmed | 26,612 | $2M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 25,965 | $2M | 0.2% | 2026-Q2 |
| Pacific Ridge Capital Partners, LLC added | 24,221 | $2M | 0.2% | 2026-Q2 |
| Arcus Capital Partners, LLC added | 24,182 | $2M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 24,088 | $2M | 0.2% | 2026-Q2 |
| Quent Capital, LLC | 21,000 | $2M | 0.2% | 2026-Q2 |
| Cox Capital Mgt LLC trimmed | 19,982 | $2M | 0.2% | 2026-Q2 |
| Riverwater Partners LLC trimmed | 19,899 | $2M | 0.2% | 2026-Q2 |
| XTX Topco Ltd trimmed | 18,948 | $1M | 0.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 18,454 | $1M | 0.2% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 18,250 | $1M | 0.2% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 18,061 | $1M | 0.2% | 2026-Q2 |
| Invesco Ltd. added | 17,760 | $1M | 0.2% | 2026-Q2 |
| Quantbot Technologies LP added | 16,742 | $1M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 15,977 | $1M | 0.2% | 2026-Q2 |
| KING LUTHER CAPITAL MANAGEMENT CORP added | 15,834 | $1M | 0.1% | 2026-Q2 |
| Jump Financial, LLC added | 15,818 | $1M | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd trimmed | 15,444 | $1M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 15,135 | $1M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 14,880 | $1M | 0.1% | 2026-Q2 |
| Walleye Capital LLC new | 14,706 | $1M | 0.1% | 2026-Q2 |
| Rafferty Asset Management, LLC trimmed | 14,383 | $1M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 14,241 | $1M | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 13,922 | $1M | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC added | 13,436 | $1M | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 12,830 | $994K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 12,601 | $977K | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 12,581 | $975K | 0.1% | 2026-Q2 |
| First Bank & Trust added | 12,012 | $931K | 0.1% | 2026-Q2 |
| EJF Capital LP trimmed | 11,853 | $919K | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 11,815 | $916K | 0.1% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 11,283 | $876K | 0.1% | 2026-Q2 |
| Vident Advisory, LLC added | 11,210 | $869K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 10,966 | $850K | 0.1% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 10,906 | $845K | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 10,696 | $829K | 0.1% | 2026-Q2 |
| INTRUST BANK NA trimmed | 9,692 | $751K | 0.1% | 2026-Q2 |
| Entropy Technologies, LP added | 9,181 | $712K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.