CCB · Company research
Coastal Financial Corporation (CCB): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
39records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Pacific Ridge Capital Partners, LLC | 1591546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24221 | 1877370 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| First Bank & Trust | 1692632 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11880 | 920819 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 126 | 9766 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Ranger Investment Management, L.P. | 1319691 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 138897 | 10765906 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| COOPER CREEK PARTNERS MANAGEMENT LLC | 1512162 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 467511 | 36237 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| IMA Advisory Services, Inc. | 1455495 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 207 | 16045 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| GW&K Investment Management, LLC | 1082917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 174198 | 13502 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| HARBOR CAPITAL ADVISORS, INC. | 1039128 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70 | 5 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| FIRST HORIZON CORP | 36966 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 644 | 49916 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10696 | 829047 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Hamilton Capital Partners Inc. | 2141005 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2571 | 199278 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 975153 | 12581 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| EMERALD ADVISERS, LLC | 1015083 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 216333 | 16767971 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| EMERALD MUTUAL FUND ADVISERS TRUST | 1352895 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 156664 | 12143027 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| PEREGRINE CAPITAL MANAGEMENT LLC | 764529 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 132829 | 10295576 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 102 | 7906 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1177206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80 | 6201 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| LOOMIS SAYLES & CO L P | 312348 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 236543 | 18334448 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5670 | 439482 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| KENNEDY CAPITAL MANAGEMENT LLC | 884589 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 168282 | 13043538 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sterling Capital Management LLC | 1329883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47 | 3643 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11815 | 915781 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7639 | 592099 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rosenthal | Henry Capital Advisors, Inc. | 1697539 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29013 | 2248797 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| MARSHALL WACE, LLP | 1318757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3092 | 239661 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Jump Financial, LLC | 1831577 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15800 | 1224658 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Police & Firemen's Retirement System of New Jersey | 2040686 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3970 | 307715 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| SBI Securities Co., Ltd. | 1851815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 155 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9 | 1 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 202 | 15657 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 292775 | 22698502 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7017 | 543887 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24745 | 1917985 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2900 | 224779 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 202 | 15372 | — | — | — | Jun 3, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11748 | 894023 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Hamilton Capital Partners Inc. | 2141005 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2450 | 186445 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Hamilton Capital Partners Inc. | 2141005 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 1396 | 159968 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Jump Financial, LLC | 1831577 | Mon Jun 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 3400 | 329358 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.