13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
CCB

COASTAL FINANCIAL CORPORATION

195 institutions still hold COASTAL FINANCIAL CORPORATION as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 19046p209·195 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 0.7%
vs prior quarter
13F value held
$552M
60.0% inst. owned
of float
Holders
195
-34 QoQ
filers reporting
Activity
+10 / −78
+1,018 added · −949 reduced
this quarter
Concentration
13.43%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

195 institutions reported CCB in Q1 2026. BlackRock, Inc. leads at 13.4% of the visible book. -34 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$74M974K0.00%Q1 202602
Azora Capital LP
CIK 0001700272
$50M659K3.30%Q1 202603
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$43M562K0.00%Q1 202604
STATE STREET CORP
CIK 0000093751
$42M555K0.00%Q1 202605
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$34M447K0.01%Q1 202606
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$32M419K0.02%Q1 202607
FMR LLC
CIK 0000315066
$28M371K0.00%Q1 202608
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$27M360K0.01%Q1 202609
MANUFACTURERS LIFE INSURANCE COMPANY, THE
CIK 0000928047
$26M338K0.02%Q1 202610
WESTWOOD HOLDINGS GROUP INC
CIK 0001165002
$25M331K0.18%Q1 202611
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$24M320K0.00%Q1 202612
LOOMIS SAYLES & CO L P
CIK 0000312348
$23M305K0.03%Q1 202613
ENDEAVOUR CAPITAL ADVISORS INC
CIK 0001218749
$21M274K4.72%Q1 202614
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$20M269K0.00%Q1 202615
EMERALD ADVISERS, LLC
CIK 0001015083
$17M221K0.53%Q1 202616
JCSD Capital, LLC
CIK 0001444055
$15M129K17.46%Q4 202517
ALLIANCEBERNSTEIN L.P.
CIK 0001109448
$13M115K0.00%Q1 202618
Orion Portfolio Solutions, LLC
CIK 0001802647
$12M142K0.06%Q1 202519
UBS Group AG
CIK 0001610520
$12M160K0.00%Q1 202620
KENNEDY CAPITAL MANAGEMENT LLC
CIK 0000884589
$12M159K0.26%Q1 2026
Page 1 of 10
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