COASTAL FINANCIAL CORP/WA (CCB) Institutional Ownership Changes & 13F Activity

COASTAL FINANCIAL CORP/WA (CCB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Azora Capital Lp, Citadel Advisors Llc, Wellington Management Group Llp, T. Rowe Price Investment Management, Inc., and Qube Research & Technologies Ltd.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Manufacturers Life Insurance Company, TheSell-2,157-0.6%335,662$26.02MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+180,340+328.6%235,224$18.23MQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-9,662-61.8%5,968$462.58KQ2 2026Aug 27, 2026
California State Teachers Retirement SystemSell-404-3.1%12,581$975.15KQ2 2026Aug 24, 2026
Azora Capital LpSell-201,284-30.6%457,333$35.45MQ2 2026Aug 14, 2026
Wellington Management Group LlpSell-86,513-19.3%360,919$27.97MQ2 2026Aug 14, 2026
T. Rowe Price Investment Management, Inc.Buy+78,559+6.2%1,353,593$104.92MQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+55,320+457.3%67,416$5.23MQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Buy+47,56547,565$3.69MQ2 2026Aug 14, 2026
Stieven Capital Advisors, L.P.Buy+45,200+40.9%155,771$12.07MQ2 2026Aug 14, 2026
Trexquant Investment LpBuy+38,363+262.7%52,968$4.11MQ2 2026Aug 14, 2026
Balyasny Asset Management L.P.Buy+37,947+157.5%62,042$4.81MQ2 2026Aug 14, 2026
Pmc Fig Opportunities LlcSell-37,005-58.2%26,612$2.06MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+30,317+35.3%116,105$9.00MQ2 2026Aug 14, 2026
Alliancebernstein L.P.Buy+26,300+22.9%141,331$10.76MQ2 2026Aug 14, 2026
Millennium Management LlcSell-25,884-25.6%75,301$5.84MQ2 2026Aug 14, 2026
Brevan Howard Capital Management LpSell-24,998-19.2%105,002$8.14MQ2 2026Aug 14, 2026
Loomis Sayles & Co L PSell-20,320-6.7%284,468$22.05MQ2 2026Aug 14, 2026
Point72 Asset Management, L.P.Buy+19,945+140.1%34,182$2.65MQ2 2026Aug 14, 2026
Barclays PlcSell-18,044-58.4%12,830$994.45KQ2 2026Aug 14, 2026
Invesco Ltd.Buy+17,76017,760$1.38MQ2 2026Aug 14, 2026
Cooper Creek Partners Management LlcBuy+17,377+3.9%467,511$36.24MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-15,972-85.7%2,670$206.95KQ2 2026Aug 14, 2026
Boothbay Fund Management, LlcSell-13,275-21.5%48,518$3.76MQ2 2026Aug 14, 2026
Numerai Gp LlcBuy+12,423+71.2%29,865$2.31MQ2 2026Aug 14, 2026
Jacobs Asset Management, LlcBuy+12,340+13.8%101,486$7.87MQ2 2026Aug 14, 2026
Hsbc Holdings PlcBuy+11,28311,283$876.35KQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+10,69610,696$829.05KQ2 2026Aug 14, 2026
Kennedy Capital Management LlcBuy+9,519+6.0%168,282$13.04MQ2 2026Aug 14, 2026
Sei Investments CoSell-9,210-27.7%24,088$1.87MQ2 2026Aug 14, 2026
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Frequently asked questions about CCB activity

  • Which institutional owners are buying CCB?

    Institutional owners buying CCB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CCB activity?

    "Buy" means an investor increased their reported position in CCB compared to the prior reporting period. This reflects growing exposure to COASTAL FINANCIAL CORP/WA (CCB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CCB increasing?

    Institutional interest in CCB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.