DaveManuel.com · Institutional Ownership · Who Owns It
COASTAL FINL CORP WA (CCB)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
195
Reporting holders
$997.1M
Reported value
83.8%
Of shares outstanding
0.4%
Calls
0.1%
Puts
+12
Holder change
Institutions report 12,810,690 shares against 15,286,327 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | $104.9M | 1,353,593 | 0.07% | 16q | +6.2%+$6.1M |
| BlackRock, Inc. | $85.4M | 1,102,172 | 0.00% | 8q | +13.2%+$9.9M |
| STATE STREET CORP | $45.2M | 582,971 | 0.00% | 31q | +5.0%+$2.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $44.5M | 573,584 | 0.00% | 2q | +2.0%+$880.7K |
| COOPER CREEK PARTNERS MANAGEMENT LLC | $36.2M | 467,511 | 0.86% | 6q | +3.9%+$1.3M |
| Azora Capital LP | $35.4M | 457,333 | 1.49% | 7q | -30.6%-$15.6M |
| ENDEAVOUR CAPITAL ADVISORS INC | $33.3M | 429,702 | 6.84% | 31q | +57.1%+$12.1M |
| AMERICAN CENTURY COMPANIES INC | $32.6M | 420,240 | 0.01% | 15q | HELD |
| FMR LLC | $29.4M | 378,992 | 0.00% | 18q | +2.2%+$638.4K |
| DIMENSIONAL FUND ADVISORS LP | $28.9M | 372,280 | 0.01% | 27q | +3.5%+$985.1K |
| WELLINGTON MANAGEMENT GROUP LLP | $28.0M | 360,919 | 0.00% | 14q | -19.3%-$6.7M |
| GEODE CAPITAL MANAGEMENT, LLC | $26.4M | 341,127 | 0.00% | 31q | +6.8%+$1.7M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $26.0M | 335,662 | 0.02% | 31q | -0.6%-$167.2K |
| LOOMIS SAYLES & CO L P | $22.0M | 284,468 | 0.03% | 4q | -6.7%-$1.6M |
| CITADEL ADVISORS LLC | $18.5M incl. $232.5K options PUT | 235,224 | 0.00% | 11q | +328.6%+$14.2M |
| EMERALD ADVISERS, LLC | $16.8M | 216,333 | 0.39% | 7q | -2.2%-$375.8K |
| GW&K Investment Management, LLC | $13.5M | 174,198 | 0.11% | 15q | -4.3%-$603.8K |
| KENNEDY CAPITAL MANAGEMENT LLC | $13.0M | 168,282 | 0.23% | 28q | +6.0%+$737.8K |
| EMERALD MUTUAL FUND ADVISERS TRUST | $12.1M | 156,664 | 0.43% | 20q | HELD |
| Stieven Capital Advisors, L.P. | $12.1M | 155,771 | 2.30% | 12q | +40.9%+$3.5M |
| UBS Group AG | $11.7M | 151,313 | 0.00% | 15q | -5.3%-$651.0K |
| JCSD Capital, LLC | $11.2M | 145,140 | 16.39% | 18q | +3.6%+$387.5K |
| Ranger Investment Management, L.P. | $10.8M | 138,897 | 0.68% | 4q | -8.1%-$945.8K |
| ALLIANCEBERNSTEIN L.P. | $10.8M | 141,331 | 0.00% | 31q | +22.9%+$2.0M |
| Advisors Capital Management, LLC | $10.4M | 133,584 | 0.11% | 30q | +2.8%+$277.5K |
| PEREGRINE CAPITAL MANAGEMENT LLC | $10.3M | 132,829 | 0.33% | 6q | -4.9%-$525.4K |
| NORTHERN TRUST CORP | $9.1M | 116,898 | 0.00% | 31q | +7.8%+$659.5K |
| GOLDMAN SACHS GROUP INC | $9.0M | 116,105 | 0.00% | 20q | +35.3%+$2.3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $8.7M | 112,455 | 0.00% | 2q | +13.3%+$1.0M |
| D.A. DAVIDSON & CO. | $8.7M | 112,036 | 0.05% | 4q | -10.8%-$1.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $8.5M | 110,026 | 0.00% | 31q | +2.1%+$178.3K |
| Brevan Howard Capital Management LP | $8.1M | 105,002 | 0.06% | 3q | -19.2%-$1.9M |
| JACOBS ASSET MANAGEMENT, LLC | $7.9M | 101,486 | 4.95% | 17q | +13.8%+$956.5K |
| VANGUARD FIDUCIARY TRUST CO | $7.3M | 93,762 | 0.00% | 2q | +3.3%+$231.7K |
| STATE OF WISCONSIN INVESTMENT BOARD | $7.1M | 91,565 | 0.01% | 12q | -4.3%-$316.4K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $7.0M | 90,214 | 0.00% | 7q | +4.8%+$323.2K |
| STIFEL FINANCIAL CORP | $6.9M | 88,640 | 0.01% | 31q | -5.6%-$406.5K |
| BANK OF AMERICA CORP /DE/ | $6.3M | 80,941 | 0.00% | 31q | -6.6%-$443.0K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $5.9M | 75,499 | 0.00% | 9q | -71.9%-$15.0M |
| MILLENNIUM MANAGEMENT LLC | $5.8M | 75,301 | 0.00% | 2q | -25.6%-$2.0M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $5.7M | 73,505 | 0.04% | 5q | -4.6%-$277.4K |
| SEGALL BRYANT & HAMILL, LLC | $5.5M | 70,814 | 0.07% | 3q | +1.8%+$95.7K |
| MORGAN STANLEY | $5.2M | 67,508 | 0.00% | 32q | -13.5%-$813.2K |
| Qube Research & Technologies Ltd | $5.2M | 67,416 | 0.00% | 2q | +457.3%+$4.3M |
| Balyasny Asset Management L.P. | $4.8M | 62,042 | 0.01% | 5q | +157.5%+$2.9M |
| ROYCE & ASSOCIATES LP | $4.7M | 60,078 | 0.04% | 9q | +7.9%+$340.9K |
| MENDON CAPITAL ADVISORS CORP | $4.3M | 56,000 | 1.53% | 4q | HELD |
| Russell Investments Group, Ltd. | $4.2M | 54,721 | 0.00% | 28q | +7.3%+$286.9K |
| Trexquant Investment LP | $4.1M | 52,968 | 0.02% | 2q | +262.7%+$3.0M |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | $3.9M | 50,634 | 3.03% | 2q | +1.5%+$58.5K |
| Curi Capital, LLC | $3.9M | 50,000 | 0.06% | 17q | HELD |
| BOOTHBAY FUND MANAGEMENT, LLC | $3.8M | 48,518 | 0.05% | 18q | -21.5%-$1.0M |
| D. E. Shaw & Co., Inc. | $3.7M | 47,565 | 0.00% | new | NEW |
| FRANKLIN RESOURCES INC | $3.5M | 45,087 | 0.00% | 12q | -1.1%-$38.8K |
| Militia Capital Management LLC | $3.5M | 45,000 | 0.10% | 2q | -69.1%-$7.8M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $3.4M | 43,361 | 0.01% | 3q | -3.7%-$128.9K |
| Orion Porfolio Solutions, LLC | $3.2M | 40,946 | 0.02% | 21q | -4.7%-$156.6K |
| Bank of New York Mellon Corp | $3.0M | 38,871 | 0.00% | 31q | +8.2%+$228.3K |
| Point72 Asset Management, L.P. | $2.6M | 34,182 | 0.00% | 3q | +140.1%+$1.5M |
| Nuveen, LLC | $2.6M | 33,470 | 0.00% | 6q | -7.7%-$217.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.5M incl. $2.3M options CALL+PUT | 2,670 | 0.00% | 12q | -85.7%-$14.8M |
| Numerai GP LLC | $2.3M | 29,865 | 0.19% | 3q | +71.2%+$962.9K |
| ENVESTNET ASSET MANAGEMENT INC | $2.3M | 29,538 | 0.00% | 31q | -8.9%-$223.2K |
| VICTORY CAPITAL MANAGEMENT INC | $2.3M | 29,450 | 0.00% | 4q | HELD |
| Rosenthal | Henry Capital Advisors, Inc. | $2.2M | 29,013 | 1.97% | 9q | HELD |
| ExodusPoint Capital Management, LP | $2.1M | 26,638 | 0.01% | 2q | -2.5%-$52.3K |
| PMC FIG Opportunities LLC | $2.1M | 26,612 | 3.29% | 18q | -58.2%-$2.9M |
| WELLS FARGO & COMPANY/MN | $2.1M incl. $1.1M options CALL | 12,601 | 0.00% | 20q | +169.0%+$1.3M |
| Swiss National Bank | $2.0M | 25,965 | 0.00% | 15q | -3.0%-$62.0K |
| Pacific Ridge Capital Partners, LLC | $1.9M | 24,221 | 0.34% | 8q | +18.7%+$296.3K |
| Arcus Capital Partners, LLC | $1.9M | 24,182 | 0.78% | 6q | +37.1%+$507.4K |
| SEI INVESTMENTS CO | $1.9M | 24,088 | 0.00% | 7q | -27.7%-$713.9K |
| Quent Capital, LLC | $1.6M | 21,000 | 0.10% | 3q | HELD |
| Cox Capital Mgt LLC | $1.5M | 19,982 | 0.86% | 15q | -2.3%-$36.4K |
| Riverwater Partners LLC | $1.5M | 19,899 | 0.46% | 12q | -1.3%-$19.6K |
| XTX Topco Ltd | $1.5M | 18,948 | 0.02% | 3q | -27.4%-$553.0K |
| CITIGROUP INC | $1.4M | 18,454 | 0.00% | 31q | -0.8%-$10.9K |
| FEDERATED HERMES, INC. | $1.4M | 18,250 | 0.00% | 18q | HELD |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $1.4M | 18,061 | 0.03% | 2q | +55.2%+$498.2K |
| Invesco Ltd. | $1.4M | 17,760 | 0.00% | 19q | +2.1%+$28.3K |
| Quantbot Technologies LP | $1.3M | 16,742 | 0.05% | 8q | +652.8%+$1.1M |
| RHUMBLINE ADVISERS | $1.2M | 15,977 | 0.00% | 26q | +4.7%+$55.4K |
| KING LUTHER CAPITAL MANAGEMENT CORP | $1.2M | 15,834 | 0.01% | 2q | +1.0%+$11.7K |
| Jump Financial, LLC | $1.2M | 15,818 | 0.01% | new | NEW |
| Y-Intercept (Hong Kong) Ltd | $1.2M | 15,444 | 0.02% | 2q | -37.6%-$722.7K |
| TRUIST FINANCIAL CORP | $1.2M | 15,135 | 0.00% | 27q | +1.3%+$15.4K |
| Quantinno Capital Management LP | $1.2M | 14,880 | 0.00% | 3q | -41.4%-$813.6K |
| Walleye Capital LLC | $1.1M | 14,706 | 0.00% | new | NEW |
| Rafferty Asset Management, LLC | $1.1M | 14,383 | 0.00% | 14q | -31.6%-$514.4K |
| DEUTSCHE BANK AG\ | $1.1M | 14,241 | 0.00% | 32q | +21.6%+$195.8K |
| Legal & General Group Plc | $1.1M | 13,922 | 0.00% | 31q | +41.3%+$315.2K |
| Squarepoint Ops LLC | $1.0M | 13,436 | 0.00% | 2q | +171.0%+$657.1K |
| BARCLAYS PLC | $994.5K | 12,830 | 0.00% | 31q | -58.4%-$1.4M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $975.2K | 12,581 | 0.00% | 31q | -3.1%-$31.3K |
| First Bank & Trust | $931.0K | 12,012 | 0.14% | 30q | +5.5%+$48.8K |
| EJF Capital LP | $918.7K | 11,853 | 0.61% | 31q | -3.4%-$32.2K |
| BNP PARIBAS FINANCIAL MARKETS | $915.8K | 11,815 | 0.00% | 31q | +6.5%+$55.6K |
| HSBC HOLDINGS PLC | $876.4K | 11,283 | 0.00% | new | NEW |
| Vident Advisory, LLC | $868.9K | 11,210 | 0.01% | 2q | +2.0%+$17.3K |
| AQR CAPITAL MANAGEMENT LLC | $850.0K | 10,966 | 0.00% | 12q | +66.4%+$339.1K |
Showing the largest 100 of 195 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-29 | 2026-10-28 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-02 | Hamilton Brian T | President of CCBX | Sold | 7,000 | $500.0K |
| 2026-08-06 | Sprink Eric M | CEO | Bought | 10,000 | $444.5K |
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-06 | HOVDE STEVEN D | Director, 10% owner | Bought | 10,000 | $438.2K |
| 2026-08-05 | HOVDE STEVEN D | Director, 10% owner | Bought | 5,000 | $220.0K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 30 | $18.2M | 453,741 | 7 | 11 | 7 | 0.0% |
| Q2 2026 | 195 | $997.1M | 12,810,690 | 28 | 68 | 64 | 0.4% |
| Q1 2026 | 183 | $1.0B | 13,060,817 | 22 | 60 | 61 | 0.5% |
| Q4 2025 | 210 | $1.5B | 13,287,855 | 34 | 62 | 68 | 0.4% |
| Q3 2025 | 187 | $1.3B | 12,176,724 | 33 | 54 | 68 | 0.3% |
| Q2 2025 | 176 | $1.1B | 11,232,886 | 18 | 60 | 64 | 0.2% |
| Q1 2025 | 178 | $996.8M | 10,997,612 | 24 | 69 | 61 | 0.2% |
| Q4 2024 | 170 | $865.1M | 10,184,244 | 34 | 59 | 47 | 0.0% |
| Q3 2024 | 146 | $461.6M | 8,542,764 | 25 | 48 | 41 | 0.0% |
| Q2 2024 | 125 | $378.8M | 8,169,321 | 24 | 40 | 39 | 0.5% |
| Q1 2024 | 119 | $314.8M | 8,089,848 | 16 | 40 | 37 | 0.1% |
| Q4 2023 | 117 | $363.3M | 8,172,405 | 10 | 36 | 38 | 0.2% |
| Q3 2023 | 117 | $334.0M | 7,774,457 | 18 | 33 | 36 | 0.2% |
| Q2 2023 | 109 | $290.4M | 7,709,585 | 7 | 39 | 35 | 0.0% |
| Q1 2023 | 120 | $277.7M | 7,713,400 | 18 | 42 | 35 | 0.0% |
| Q4 2022 | 128 | $365.0M | 7,677,012 | 26 | 39 | 40 | 0.2% |
| Q3 2022 | 109 | $3.5B | 88,245,483 | 13 | 34 | 31 | 0.0% |
| Q2 2022 | 99 | $2.3B | 60,931,198 | 8 | 39 | 29 | 0.0% |
| Q1 2022 | 110 | $4.5B | 100,305,273 | 20 | 36 | 32 | 0.0% |
| Q4 2021 | 97 | $844.6M | 16,686,334 | 23 | 37 | 19 | 0.0% |
| Q3 2021 | 77 | $330.9M | 10,422,847 | 12 | 22 | 19 | 0.0% |
| Q2 2021 | 68 | $217.6M | 7,618,995 | 4 | 23 | 26 | 0.0% |
| Q1 2021 | 70 | $191.8M | 7,314,822 | 10 | 18 | 22 | 0.0% |
| Q4 2020 | 61 | $144.6M | 6,882,393 | 6 | 25 | 14 | 0.0% |
| Q3 2020 | 60 | $76.2M | 6,220,208 | 3 | 19 | 21 | 0.0% |
| Q2 2020 | 63 | $90.4M | 6,245,706 | 2 | 25 | 15 | 0.0% |
| Q1 2020 | 66 | $65.2M | 6,175,854 | 3 | 26 | 20 | 0.0% |
| Q4 2019 | 71 | $102.8M | 6,241,429 | 11 | 25 | 15 | 0.0% |
| Q3 2019 | 61 | $87.1M | 5,754,855 | 13 | 18 | 16 | 0.0% |
| Q2 2019 | 52 | $83.5M | 5,364,865 | 5 | 28 | 7 | 0.0% |
| Q1 2019 | 49 | $78.6M | 4,625,709 | 5 | 21 | 8 | 0.0% |
| Q4 2018 | 47 | $56.2M | 3,688,608 | 0 | 0 | 2 | 0.0% |