COASTAL FINANCIAL CORP/WA (CCB) Top Institutional Shareholders
COASTAL FINANCIAL CORP/WA (CCB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $839.72M in CCB holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of CCB tracked by InsiderSet, reporting ownership valued at approximately $74.11M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $68.50M, representing an estimated loss of -7.57% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 45% of the total disclosed CCB value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Azora Capital Lp, Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in COASTAL FINANCIAL CORP/WA (CCB).
This page ranks the largest institutional CCB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
178
Total Reported Value
$839.72M
Largest Holder
Blackrock, Inc.
Largest Position
$74.11M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
171
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 973,859 | $74,110,690 | $68,501,242 | -$5,609,448 | -7.57% | |
| Azora Capital Lp | 3.30% | 658,617 | $50,120,754 | $46,327,120 | -$3,793,634 | -7.57% | |
| Vanguard Capital Management Llc | 0.00% | 562,222 | $42,785,094 | $39,546,695 | -$3,238,399 | -7.57% | |
| State Street Corp | 0.00% | 554,958 | $42,232,304 | $39,035,746 | -$3,196,558 | -7.57% | |
| Wellington Management Group Llp | 0.01% | 447,432 | $34,049,575 | $31,472,367 | -$2,577,208 | -7.57% | |
| American Century Companies Inc | 0.02% | 418,674 | $31,861,285 | $29,449,529 | -$2,411,756 | -7.57% | |
| Fmr Llc | 0.00% | 370,756 | $28,214,530 | $26,078,977 | -$2,135,553 | -7.57% | |
| Dimensional Fund Advisors Lp | 0.01% | 359,571 | $27,360,972 | $25,292,224 | -$2,068,748 | -7.56% | |
| Manufacturers Life Insurance Company, The | 0.02% | 337,819 | $25,708,026 | $23,762,188 | -$1,945,838 | -7.57% | |
| Westwood Holdings Group Inc | 0.18% | 331,360 | $25,216,496 | $23,307,862 | -$1,908,634 | -7.57% | |
| Geode Capital Management, Llc | 0.00% | 319,525 | $24,320,845 | $22,475,389 | -$1,845,457 | -7.59% | |
| Loomis Sayles & Co L P | 0.03% | 304,788 | $23,194,367 | $21,438,788 | -$1,755,579 | -7.57% | |
| Endeavour Capital Advisors Inc | 4.72% | 273,602 | $20,821,112 | $19,245,165 | -$1,575,947 | -7.57% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 268,689 | $20,447,234 | $18,899,584 | -$1,547,650 | -7.57% | |
| Emerald Advisers, Llc | 0.53% | 221,182 | $16,831,950 | $15,557,942 | -$1,274,008 | -7.57% | |
| Alliancebernstein L.P. | 0.00% | 115,031 | $13,181,402 | $8,091,281 | -$5,090,121 | -38.62% | |
| Ubs Group Ag | 0.00% | 159,712 | $12,154,084 | $11,234,142 | -$919,942 | -7.57% | |
| Kennedy Capital Management Llc | 0.26% | 158,763 | $12,081,864 | $11,167,389 | -$914,475 | -7.57% | |
| Emerald Mutual Fund Advisers Trust | 0.58% | 156,664 | $11,922,130 | $11,019,746 | -$902,384 | -7.57% | |
| Ranger Investment Management, L.P. | 0.83% | 151,099 | $11,498,634 | $10,628,304 | -$870,330 | -7.57% | |
| Jcsd Capital, Llc | 16.62% | 140,140 | $10,664,654 | $9,857,448 | -$807,206 | -7.57% | |
| Peregrine Capital Management Llc | 0.39% | 139,607 | $10,624,093 | $9,819,956 | -$804,137 | -7.57% | |
| Advisors Capital Management, Llc | 0.12% | 130,004 | $9,893,319 | $9,144,481 | -$748,838 | -7.57% | |
| Brevan Howard Capital Management Lp | 0.10% | 130,000 | $9,893,000 | $9,144,200 | -$748,800 | -7.57% | |
| D.A. Davidson & Co. | 0.06% | 125,539 | $9,553,518 | $8,830,413 | -$723,105 | -7.57% | |
| Stieven Capital Advisors, L.P. | 1.80% | 110,571 | $8,414,453 | $7,777,564 | -$636,889 | -7.57% | |
| Northern Trust Corp | 0.00% | 108,390 | $8,248,478 | $7,624,153 | -$624,325 | -7.57% | |
| Charles Schwab Investment Management Inc | 0.00% | 107,726 | $8,197,949 | $7,577,447 | -$620,502 | -7.57% | |
| Millennium Management Llc | 0.01% | 101,185 | $7,700,178 | $7,117,353 | -$582,825 | -7.57% | |
| Vanguard Portfolio Management Llc | 0.00% | 99,255 | $7,553,306 | $6,981,597 | -$571,709 | -7.57% | |
| State Of Wisconsin Investment Board | 0.02% | 95,647 | $7,278,737 | $6,727,810 | -$550,927 | -7.57% | |
| Stifel Financial Corp | 0.01% | 93,884 | $7,144,578 | $6,603,801 | -$540,777 | -7.57% | |
| Vanguard Fiduciary Trust Co | 0.00% | 90,773 | $6,907,825 | $6,384,973 | -$522,852 | -7.57% | |
| Jacobs Asset Management, Llc | 4.06% | 89,146 | $6,784,011 | $6,270,530 | -$513,481 | -7.57% | |
| Bank Of America Corp | 0.00% | 86,657 | $6,594,597 | $6,095,453 | -$499,144 | -7.57% | |
| Goldman Sachs Group Inc | 0.00% | 85,788 | $6,528,467 | $6,034,328 | -$494,139 | -7.57% | |
| Morgan Stanley | 0.00% | 78,000 | $5,935,848 | $5,486,520 | -$449,328 | -7.57% | |
| Silvercrest Asset Management Group Llc | 0.04% | 77,084 | $5,866,092 | $5,422,089 | -$444,003 | -7.57% | |
| Segall Bryant & Hamill, Llc | 0.09% | 70,815 | $5,574,557 | $4,981,127 | -$593,430 | -10.65% | |
| Pmc Fig Opportunities Llc | 7.50% | 63,617 | $4,841,254 | $4,474,820 | -$366,434 | -7.57% | |
| Boothbay Fund Management, Llc | 0.11% | 61,793 | $4,702,447 | $4,346,520 | -$355,927 | -7.57% | |
| Mendon Capital Advisors Corp | 1.65% | 56,000 | $4,261,600 | $3,939,040 | -$322,560 | -7.57% | |
| Royce & Associates Lp | 0.04% | 55,680 | $4,237,248 | $3,916,531 | -$320,717 | -7.57% | |
| Citadel Advisors Llc | 0.00% | 54,884 | $4,176,672 | $3,860,541 | -$316,131 | -7.57% | |
| Russell Investments Group, Ltd. | 0.00% | 51,020 | $3,882,725 | $3,588,747 | -$293,978 | -7.57% | |
| Curi Capital, Llc | 0.07% | 50,000 | $3,805,000 | $3,517,000 | -$288,000 | -7.57% | |
| Graham Capital Wealth Management, Llc | 3.37% | 49,879 | $3,795,792 | $3,508,489 | -$287,303 | -7.57% | |
| First Trust Advisors Lp | 0.00% | 48,713 | $3,707,059 | $3,426,472 | -$280,587 | -7.57% | |
| Militia Capital Management Llc | 0.85% | 48,559 | $3,695,340 | $3,415,640 | -$279,700 | -7.57% | |
| Franklin Resources Inc | 0.00% | 45,587 | $3,469,171 | $3,206,590 | -$262,581 | -7.57% |
Frequently asked questions about CCB
Who owns the most CCB stock?
The largest holders of CCB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for COASTAL FINANCIAL CORP/WA (CCB).
Is CCB widely held by superinvestors?
Many widely followed stocks like CCB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CCB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.