Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

COASTAL FINANCIAL CORP

CIK 0001437958CCB· quarter ending 2026-06-30

Shares outstanding

15,286,327

as of 2026-08-03 · 10-Q cover page, filed 2026-08-07

Held by 13F filers

12,810,690

83.8% of shares outstanding

Holders

194

+11 vs 2026-03-31 · 30 new, 19 exited

Value

$992.7M

shares -1.9% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-07, as of 2026-08-03)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	CCB · NASDAQ	15,286,327	12,810,690	83.8%	194	19046P209

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	19046P209	COM NEW	194	12,810,690	15,286,327	83.8%	$992.7M	3 call / 3 put	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (194 of 194 · 19046P209)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	T. Rowe Price Investment Management, Inc.	1,353,593	8.85%	$104.9M	+78,559 (+6.2%)
2	BlackRock, Inc.	1,102,172	7.21%	$85.4M	+128,313 (+13.2%)
3	STATE STREET CORP	582,971	3.81%	$45.2M	+28,013 (+5.0%)
4	VANGUARD CAPITAL MANAGEMENT LLC	573,584	3.75%	$44.5M	+11,362 (+2.0%)
5	COOPER CREEK PARTNERS MANAGEMENT LLC	467,511	3.06%	$36.2M	+17,377 (+3.9%)
6	Azora Capital LP	457,333	2.99%	$35.4M	-201,284 (-30.6%)
7	ENDEAVOUR CAPITAL ADVISORS INC	429,702	2.81%	$33.3M	+156,100 (+57.1%)
8	AMERICAN CENTURY COMPANIES INC	420,240	2.75%	$32.6M	+1,566 (+0.4%)
9	FMR LLC	378,992	2.48%	$29.4M	+8,236 (+2.2%)
10	DIMENSIONAL FUND ADVISORS LP	372,280	2.44%	$28.9M	+12,709 (+3.5%)
11	WELLINGTON MANAGEMENT GROUP LLP	360,919	2.36%	$28.0M	-86,513 (-19.3%)
12	GEODE CAPITAL MANAGEMENT, LLC	341,127	2.23%	$26.4M	+21,602 (+6.8%)
13	MANUFACTURERS LIFE INSURANCE COMPANY, THE	335,662	2.20%	$26.0M	-2,157 (-0.6%)
14	LOOMIS SAYLES & CO L P	284,468	1.86%	$22.0M	-20,320 (-6.7%)
15	CITADEL ADVISORS LLC	235,224	1.54%	$18.2M	+180,340 (+328.6%)
16	EMERALD ADVISERS, LLC	216,333	1.42%	$16.8M	-4,849 (-2.2%)
17	GW&K Investment Management, LLC	174,198	1.14%	$13.5M	-7,790 (-4.3%)
18	KENNEDY CAPITAL MANAGEMENT LLC	168,282	1.10%	$13.0M	+9,519 (+6.0%)
19	EMERALD MUTUAL FUND ADVISERS TRUST	156,664	1.02%	$12.1M	—
20	Stieven Capital Advisors, L.P.	155,771	1.02%	$12.1M	+45,200 (+40.9%)
21	UBS Group AG	151,313	0.99%	$11.7M	-8,399 (-5.3%)
22	JCSD Capital, LLC	145,140	0.95%	$11.2M	+5,000 (+3.6%)
23	ALLIANCEBERNSTEIN L.P.	141,331	0.92%	$10.8M	+26,300 (+22.9%)
24	Ranger Investment Management, L.P.	138,897	0.91%	$10.8M	-12,202 (-8.1%)
25	Advisors Capital Management, LLC	133,584	0.87%	$10.4M	+3,580 (+2.8%)
26	PEREGRINE CAPITAL MANAGEMENT LLC	132,829	0.87%	$10.3M	-6,778 (-4.9%)
27	NORTHERN TRUST CORP	116,898	0.76%	$9.1M	+8,508 (+7.8%)
28	GOLDMAN SACHS GROUP INC	116,105	0.76%	$9.0M	+30,317 (+35.3%)
29	VANGUARD PORTFOLIO MANAGEMENT LLC	112,455	0.74%	$8.7M	+13,200 (+13.3%)
30	D.A. DAVIDSON & CO.	112,036	0.73%	$8.7M	-13,503 (-10.8%)
31	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	110,026	0.72%	$8.5M	+2,300 (+2.1%)
32	Brevan Howard Capital Management LP	105,002	0.69%	$8.1M	-24,998 (-19.2%)
33	JACOBS ASSET MANAGEMENT, LLC	101,486	0.66%	$7.9M	+12,340 (+13.8%)
34	VANGUARD FIDUCIARY TRUST CO	93,762	0.61%	$7.3M	+2,989 (+3.3%)
35	STATE OF WISCONSIN INVESTMENT BOARD	91,565	0.60%	$7.1M	-4,082 (-4.3%)
36	PRICE T ROWE ASSOCIATES INC /MD/	90,214	0.59%	$7.0M	+4,170 (+4.8%)
37	STIFEL FINANCIAL CORP	88,640	0.58%	$6.9M	-5,244 (-5.6%)
38	BANK OF AMERICA CORP /DE/	80,941	0.53%	$6.3M	-5,716 (-6.6%)
39	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	75,499	0.49%	$5.9M	-193,190 (-71.9%)
40	MILLENNIUM MANAGEMENT LLC	75,301	0.49%	$5.8M	-25,884 (-25.6%)
41	SILVERCREST ASSET MANAGEMENT GROUP LLC	73,505	0.48%	$5.7M	-3,579 (-4.6%)
42	SEGALL BRYANT & HAMILL, LLC	70,814	0.46%	$5.5M	+1,235 (+1.8%)
43	MORGAN STANLEY	67,508	0.44%	$5.2M	-10,492 (-13.5%)
44	Qube Research & Technologies Ltd	67,416	0.44%	$5.2M	+55,320 (+457.3%)
45	Balyasny Asset Management L.P.	62,042	0.41%	$4.8M	+37,947 (+157.5%)
46	ROYCE & ASSOCIATES LP	60,078	0.39%	$4.7M	+4,398 (+7.9%)
47	MENDON CAPITAL ADVISORS CORP	56,000	0.37%	$4.3M	—
48	Russell Investments Group, Ltd.	54,721	0.36%	$4.2M	+3,701 (+7.3%)
49	Trexquant Investment LP	52,968	0.35%	$4.1M	+38,363 (+262.7%)
50	GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	50,634	0.33%	$3.9M	+755 (+1.5%)
51	Curi Capital, LLC	50,000	0.33%	$3.9M	—
52	BOOTHBAY FUND MANAGEMENT, LLC	48,518	0.32%	$3.8M	-13,275 (-21.5%)
53	D. E. Shaw & Co., Inc.	47,565	0.31%	$3.7M	NEW
54	FRANKLIN RESOURCES INC	45,087	0.29%	$3.5M	-500 (-1.1%)
55	Militia Capital Management LLC	45,000	0.29%	$3.5M	-100,677 (-69.1%)
56	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	43,361	0.28%	$3.4M	-1,663 (-3.7%)
57	Orion Porfolio Solutions, LLC	40,946	0.27%	$3.2M	-2,021 (-4.7%)
58	Bank of New York Mellon Corp	38,871	0.25%	$3.0M	+2,946 (+8.2%)
59	Point72 Asset Management, L.P.	34,182	0.22%	$2.6M	+19,945 (+140.1%)
60	Nuveen, LLC	33,470	0.22%	$2.6M	-2,803 (-7.7%)
61	Numerai GP LLC	29,865	0.20%	$2.3M	+12,423 (+71.2%)
62	ENVESTNET ASSET MANAGEMENT INC	29,538	0.19%	$2.3M	-2,879 (-8.9%)
63	VICTORY CAPITAL MANAGEMENT INC	29,450	0.19%	$2.3M	+19 (+0.1%)
64	Rosenthal \| Henry Capital Advisors, Inc.	29,013	0.19%	$2.2M	—
65	ExodusPoint Capital Management, LP	26,638	0.17%	$2.1M	-675 (-2.5%)
66	PMC FIG Opportunities LLC	26,612	0.17%	$2.1M	-37,005 (-58.2%)
67	Swiss National Bank	25,965	0.17%	$2.0M	-800 (-3.0%)
68	Pacific Ridge Capital Partners, LLC	24,221	0.16%	$1.9M	+3,823 (+18.7%)
69	Arcus Capital Partners, LLC	24,182	0.16%	$1.9M	+6,546 (+37.1%)
70	SEI INVESTMENTS CO	24,088	0.16%	$1.9M	-9,210 (-27.7%)
71	Quent Capital, LLC	21,000	0.14%	$1.6M	—
72	Cox Capital Mgt LLC	19,982	0.13%	$1.5M	-469 (-2.3%)
73	Riverwater Partners LLC	19,899	0.13%	$1.5M	-253 (-1.3%)
74	XTX Topco Ltd	18,948	0.12%	$1.5M	-7,135 (-27.4%)
75	CITIGROUP INC	18,454	0.12%	$1.4M	-141 (-0.8%)
76	FEDERATED HERMES, INC.	18,250	0.12%	$1.4M	-15 (-0.1%)
77	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	18,061	0.12%	$1.4M	+6,427 (+55.2%)
78	Invesco Ltd.	17,760	0.12%	$1.4M	+365 (+2.1%)
79	Quantbot Technologies LP	16,742	0.11%	$1.3M	+14,518 (+652.8%)
80	RHUMBLINE ADVISERS	15,977	0.10%	$1.2M	+715 (+4.7%)
81	KING LUTHER CAPITAL MANAGEMENT CORP	15,834	0.10%	$1.2M	+151 (+1.0%)
82	Jump Financial, LLC	15,818	0.10%	$1.2M	NEW
83	Y-Intercept (Hong Kong) Ltd	15,444	0.10%	$1.2M	-9,324 (-37.6%)
84	TRUIST FINANCIAL CORP	15,135	0.10%	$1.2M	+199 (+1.3%)
85	Quantinno Capital Management LP	14,880	0.10%	$1.2M	-10,497 (-41.4%)
86	Walleye Capital LLC	14,706	0.10%	$1.1M	NEW
87	Rafferty Asset Management, LLC	14,383	0.09%	$1.1M	-6,636 (-31.6%)
88	DEUTSCHE BANK AG\	14,241	0.09%	$1.1M	+2,526 (+21.6%)
89	Legal & General Group Plc	13,922	0.09%	$1.1M	+4,067 (+41.3%)
90	Squarepoint Ops LLC	13,436	0.09%	$1.0M	+8,478 (+171.0%)
91	BARCLAYS PLC	12,830	0.08%	$994K	-18,044 (-58.4%)
92	WELLS FARGO & COMPANY/MN	12,601	0.08%	$977K	+7,916 (+169.0%)
93	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	12,581	0.08%	$975K	-404 (-3.1%)
94	First Bank & Trust	12,012	0.08%	$931K	+630 (+5.5%)
95	EJF Capital LP	11,853	0.08%	$919K	-416 (-3.4%)
96	BNP PARIBAS FINANCIAL MARKETS	11,815	0.08%	$916K	+717 (+6.5%)
97	HSBC HOLDINGS PLC	11,283	0.07%	$876K	NEW
98	Vident Advisory, LLC	11,210	0.07%	$869K	+223 (+2.0%)
99	AQR CAPITAL MANAGEMENT LLC	10,966	0.07%	$850K	+4,375 (+66.4%)
100	US BANCORP \DE\	10,906	0.07%	$845K	-21 (-0.2%)
101	AMERIPRISE FINANCIAL INC	10,696	0.07%	$829K	-1,052 (-9.0%)
102	INTRUST BANK NA	9,692	0.06%	$751K	-950 (-8.9%)
103	DIVERSIFY WEALTH MANAGEMENT, LLC	9,323	0.06%	$675K	+91 (+1.0%)
104	Diversify Advisory Services, LLC	9,323	0.06%	$675K	NEW
105	Entropy Technologies, LP	9,181	0.06%	$712K	+6,535 (+247.0%)
106	VANGUARD ASSET MANAGEMENT, Ltd	8,984	0.06%	$696K	—
107	Creative Planning	7,923	0.05%	$614K	+647 (+8.9%)
108	MetLife Investment Management, LLC	7,639	0.05%	$592K	+398 (+5.5%)
109	FIRST TRUST ADVISORS LP	7,131	0.05%	$553K	-41,582 (-85.4%)
110	SummerHaven Investment Management, LLC	6,916	0.05%	$536K	—
111	OP Asset Management Ltd	6,421	0.04%	$498K	NEW
112	Jupiter Topco LLC	6,160	0.04%	$478K	NEW
113	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	6,099	0.04%	$473K	+59 (+1.0%)
114	JPMORGAN CHASE & CO	6,081	0.04%	$468K	+238 (+4.1%)
115	Corient Private Wealth LP	5,968	0.04%	$463K	-9,662 (-61.8%)
116	RAYMOND JAMES FINANCIAL INC	5,831	0.04%	$452K	+361 (+6.6%)
117	MARSHALL WACE, LLP	5,724	0.04%	$444K	NEW
118	NEW YORK STATE COMMON RETIREMENT FUND	5,670	0.04%	$439K	+1,400 (+32.8%)
119	Zurcher Kantonalbank (Zurich Cantonalbank)	5,596	0.04%	$434K	+3,829 (+216.7%)
120	LPL Financial LLC	5,444	0.04%	$422K	+304 (+5.9%)
121	Vanguard Global Advisers, LLC	5,225	0.03%	$405K	—
122	Madrona Financial Services, LLC	4,865	0.03%	$377K	—
123	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	4,822	0.03%	$378K	+140 (+3.0%)
124	Engineers Gate Manager LP	4,543	0.03%	$352K	NEW
125	Capital Advisors Wealth Management, LLC	4,514	0.03%	$350K	—
126	Quadrature Capital Ltd	4,382	0.03%	$340K	NEW
127	Aquatic Capital Management LLC	4,311	0.03%	$334K	NEW
128	DRW Securities, LLC	4,251	0.03%	$329K	NEW
129	Pathstone Holdings, LLC	4,004	0.03%	$310K	-3,503 (-46.7%)
130	Police & Firemen's Retirement System of New Jersey	3,970	0.03%	$308K	+599 (+17.8%)
131	SG Americas Securities, LLC	3,838	0.03%	$297K	-9,881 (-72.0%)
132	ARIZONA STATE RETIREMENT SYSTEM	3,573	0.02%	$277K	-162 (-4.3%)
133	COLDSTREAM CAPITAL MANAGEMENT INC	3,259	0.02%	$253K	NEW
134	TWO SIGMA INVESTMENTS, LP	3,213	0.02%	$249K	-587 (-15.4%)
135	Magnus Financial Group LLC	3,152	0.02%	$244K	—
136	Tradewinds Capital Management, LLC	3,100	0.02%	$240K	—
137	WINTON GROUP Ltd	3,100	0.02%	$240K	NEW
138	Aigen Investment Management, LP	3,078	0.02%	$239K	NEW
139	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	3,071	0.02%	$238K	—
140	Vanguard Investments Australia, Ltd.	3,046	0.02%	$236K	—
141	Kings Path Partners LLC	3,025	0.02%	$234K	—
142	Ashton Thomas Private Wealth, LLC	2,960	0.02%	$229K	-96 (-3.1%)
143	KLP KAPITALFORVALTNING AS	2,900	0.02%	$225K	—
144	SummitTX Capital, L.P.	2,883	0.02%	$223K	NEW
145	State of Alaska, Department of Revenue	2,868	0.02%	$221K	—
146	EntryPoint Capital, LLC	2,800	0.02%	$217K	-3,760 (-57.3%)
147	VOYA INVESTMENT MANAGEMENT LLC	2,717	0.02%	$211K	NEW
148	SUSQUEHANNA INTERNATIONAL GROUP, LLP	2,670	0.02%	$207K	-15,972 (-85.7%)
149	VARCOV Co.	2,667	0.02%	$207K	NEW
150	Hamilton Capital Partners Inc.	2,571	0.02%	$199K	+121 (+4.9%)
151	Parallel Advisors, LLC	2,413	0.02%	$187K	-223 (-8.5%)
152	Farther Finance Advisors, LLC	2,168	0.01%	$168K	-50 (-2.3%)
153	AMERIFLEX GROUP, INC.	1,929	0.01%	$150K	—
154	OSAIC HOLDINGS, INC.	1,407	0.01%	$109K	+944 (+203.9%)
155	Ameritas Investment Partners, Inc.	1,202	0.01%	$93K	+124 (+11.5%)
156	First Pacific Financial	1,130	0.01%	$88K	—
157	Tower Research Capital LLC (TRC)	917	0.01%	$71K	-658 (-41.8%)
158	FIRST HORIZON CORP	644	0.00%	$50K	-195 (-23.2%)
159	Smartleaf Asset Management LLC	624	0.00%	$48K	—
160	Global Retirement Partners, LLC	604	0.00%	$47K	NEW
161	ROYAL BANK OF CANADA	438	0.00%	$34K	-3,856 (-89.8%)
162	Nykredit A/S	227	0.00%	$18K	NEW
163	IMA Advisory Services, Inc.	207	0.00%	$16K	—
164	Rossby Financial, LCC	205	0.00%	$16K	-4 (-1.9%)
165	NewEdge Advisors, LLC	202	0.00%	$16K	—
166	Silver Grove Financial Group, Inc.	201	0.00%	$16K	NEW
167	JONES FINANCIAL COMPANIES LLLP	195	0.00%	$15K	NEW
168	Versant Capital Management, Inc	167	0.00%	$13K	-102 (-37.9%)
169	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	141	0.00%	$11K	-77 (-35.3%)
170	Allworth Financial LP	130	0.00%	$10K	-44 (-25.3%)
171	MassMutual Private Wealth & Trust, FSB	126	0.00%	$10K	-114 (-47.5%)
172	UMB Bank, n.a.	123	0.00%	$10K	—
173	NISA INVESTMENT ADVISORS, LLC	102	0.00%	$8K	—
174	EverSource Wealth Advisors, LLC	82	0.00%	$6K	+62 (+310.0%)
175	Optiver Holding B.V.	82	0.00%	$6K	+56 (+215.4%)
176	LOS ANGELES CAPITAL MANAGEMENT LLC	80	0.00%	$6K	—
177	PNC Financial Services Group, Inc.	79	0.00%	$6K	-32,122 (-99.8%)
178	HARBOR CAPITAL ADVISORS, INC.	70	0.00%	$5K	—
179	Arax Advisory Partners	58	0.00%	$4K	NEW
180	Quarry LP	50	0.00%	$4K	+33 (+194.1%)
181	ROTHSCHILD INVESTMENT LLC	48	0.00%	$4K	+23 (+92.0%)
182	Sterling Capital Management LLC	47	0.00%	$4K	-37 (-44.0%)
183	ASSETMARK, INC	47	0.00%	$4K	—
184	ATWOOD & PALMER INC	33	0.00%	$3K	—
185	Crewe Advisors LLC	27	0.00%	$2K	NEW
186	FIFTH THIRD BANCORP	23	0.00%	$2K	+6 (+35.3%)
187	Covestor Ltd	9	0.00%	$1K	+4 (+80.0%)
188	CoreCap Advisors, LLC	9	0.00%	$698	NEW
189	Physician Wealth Advisors, Inc.	9	0.00%	$698	NEW
190	Larson Financial Group LLC	7	0.00%	$543	NEW
191	Parkside Financial Bank & Trust	5	0.00%	$389	—
192	Clearstead Advisors, LLC	3	0.00%	$233	NEW
193	SBI Securities Co., Ltd.	2	0.00%	$155	NEW
194	TFC Financial Management, Inc.	1	0.00%	$78	NEW

Exited since 2026-03-31 (19 filers; largest 19 shown)

WESTWOOD HOLDINGS GROUP INC	−331,360
JANE STREET GROUP, LLC	−31,232
Persistent Asset Partners Ltd	−24,673
GREAT LAKES ADVISORS, LLC	−23,321
RENAISSANCE TECHNOLOGIES LLC	−22,600
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	−11,961
BRIDGEWAY CAPITAL MANAGEMENT, LLC	−10,461
JANUS HENDERSON GROUP PLC	−6,160
Fiduciary Trust Co	−4,189
Freestone Grove Partners LP	−3,536
Jefferies Financial Group Inc.	−3,201
DARK FOREST CAPITAL MANAGEMENT LP	−2,910
INTECH INVESTMENT MANAGEMENT LLC	−2,865
Pinnacle Wealth Planning Services, Inc.	−661
QUADRANT CAPITAL GROUP LLC	−166
CWM, LLC	−131
Advisory Services Network, LLC	−5
Hughes Financial Services, LLC	−3
Keating Financial Advisory Services, Inc.	−1

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
The Vanguard Group	SCHEDULE 13G/A	2026-03-26	2026-03-13	0	0%
Endeavour Capital Advisors Inc.	SCHEDULE 13G/A	2025-02-14	2024-12-31	455,229	3%
Jonah Marcus	SCHEDULE 13G/A	2025-02-14	2024-12-31	455,229	3%
Laurence M. Austin	SCHEDULE 13G/A	2025-02-14	2024-12-31	455,229	3%
Mitchell J. Katz	SCHEDULE 13G/A	2025-02-14	2024-12-31	455,229	3%
T. Rowe Price Investment Management, Inc.	SCHEDULE 13G/A	2025-02-14	2024-12-31	1,322,325	9%
BlackRock, Inc.	SCHEDULE 13G/A	2025-02-05	2024-12-31	1,069,693	7.2%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.