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Who owns CCBWhat CCB owns — n/a

Who owns Coastal Financial Corporation?

Institutional ownership of CCB from SEC Form 13F filings across 137 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

137

13F holders

$518.6M

value, 2026 filers

44.9%

of shares outstanding (6.9M sh)

26

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of CCB's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1BlackRock, Inc.1.1M$85.4M0.0%7.2%+13.2%
2VANGUARD CAPITAL MANAGEMENT LLC573,584$44.5M0.0%3.8%-49.0%
3AMERICAN CENTURY COMPANIES INC420,240$32.6M0.0%2.8%+0.4%
4FMR LLC378,992$29.4M0.0%2.5%+2.2%
5WELLINGTON MANAGEMENT GROUP LLP360,919$28.0M0.0%2.4%-19.3%
6GEODE CAPITAL MANAGEMENT, LLC341,127$26.4M0.0%2.2%+6.8%
7MANUFACTURERS LIFE INSURANCE COMPANY, THE335,662$26.0M0.0%2.2%-0.6%
8CITADEL ADVISORS LLC235,224$18.2M0.0%1.5%+328.6%
9UBS Group AG151,313$11.7M0.0%1%-5.3%
10ALLIANCEBERNSTEIN L.P.141,331$10.8M0.0%0.9%+22.9%
11NORTHERN TRUST CORP116,898$9.1M0.0%0.8%+7.8%
12GOLDMAN SACHS GROUP INC116,105$9.0M0.0%0.8%+35.3%
13VANGUARD PORTFOLIO MANAGEMENT LLC112,455$8.7M0.0%0.7%+13.3%
14D.A. DAVIDSON & CO.112,036$8.7M0.0%0.7%-10.8%
15Sixth Street Partners Management Company, L.P.NEW110,026$8.5M1.5%0.7%new
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC110,026$8.5M0.0%0.7%+2.1%
17Brevan Howard Capital Management LP105,002$8.1M0.1%0.7%-19.2%
18VANGUARD FIDUCIARY TRUST CO93,762$7.3M0.0%0.6%+3.3%
19STATE OF WISCONSIN INVESTMENT BOARD91,565$7.1M0.0%0.6%-4.3%
20PRICE T ROWE ASSOCIATES INC /MD/90,214$6,9930.0%0.6%+4.8%
21STIFEL FINANCIAL CORP88,640$6.9M0.0%0.6%-5.6%
22BANK OF AMERICA CORP /DE/80,941$6.3M0.0%0.5%-6.6%
23UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC75,499$5.9M0.0%0.5%-71.9%
24MILLENNIUM MANAGEMENT LLC75,301$5.8M0.0%0.5%-25.6%
25SILVERCREST ASSET MANAGEMENT GROUP LLC73,505$5.7M0.0%0.5%-4.6%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.