CCB Coastal Financial Corporation
Coastal Financial Corporation (CCB) Institutional Ownership
What the institutions did with CCB last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| T. Rowe Price Investment Management, Inc. | 1.4M | 10.6% |
| BlackRock, Inc. | 1.1M | 8.6% |
| STATE STREET CORP | 583.0K | 4.6% |
| VANGUARD CAPITAL MANAGEMENT LLC | 573.6K | 4.5% |
| COOPER CREEK PARTNERS MANAGEMENT LLC | 467.5K | 3.6% |
| Azora Capital LP | 457.3K | 3.6% |
| ENDEAVOUR CAPITAL ADVISORS INC | 429.7K | 3.4% |
| AMERICAN CENTURY COMPANIES INC | 420.2K | 3.3% |
| FMR LLC | 379.0K | 3.0% |
| DIMENSIONAL FUND ADVISORS LP | 372.3K | 2.9% |
| WELLINGTON MANAGEMENT GROUP LLP | 360.9K | 2.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 341.1K | 2.7% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 335.7K | 2.6% |
| LOOMIS SAYLES & CO L P | 284.5K | 2.2% |
| CITADEL ADVISORS LLC | 235.2K | 1.8% |
| EMERALD ADVISERS, LLC | 216.3K | 1.7% |
| GW&K Investment Management, LLC | 174.2K | 1.4% |
| KENNEDY CAPITAL MANAGEMENT LLC | 168.3K | 1.3% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 156.7K | 1.2% |
| Stieven Capital Advisors, L.P. | 155.8K | 1.2% |
| UBS Group AG | 151.3K | 1.2% |
| JCSD Capital, LLC | 145.1K | 1.1% |
| ALLIANCEBERNSTEIN L.P. | 141.3K | 1.1% |
| Ranger Investment Management, L.P. | 138.9K | 1.1% |
| Advisors Capital Management, LLC | 133.6K | 1.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INC | Sold Out | 331.4K | 0 | -331.4K |
| Azora Capital LP | Reduced | 658.6K | 457.3K | -201.3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | 268.7K | 75.5K | -193.2K |
| CITADEL ADVISORS LLC | Increased | 54.9K | 235.2K | +180.3K |
| ENDEAVOUR CAPITAL ADVISORS INC | Increased | 273.6K | 429.7K | +156.1K |
| BlackRock, Inc. | Increased | 973.9K | 1.1M | +128.3K |
| Militia Capital Management LLC | Reduced | 145.7K | 45.0K | -100.7K |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | 447.4K | 360.9K | -86.5K |
| T. Rowe Price Investment Management, Inc. | Increased | 1.3M | 1.4M | +78.6K |
| Qube Research & Technologies Ltd | Increased | 12.1K | 67.4K | +55.3K |
| D. E. Shaw & Co., Inc. | New | 0 | 47.6K | +47.6K |
| Stieven Capital Advisors, L.P. | Increased | 110.6K | 155.8K | +45.2K |
| FIRST TRUST ADVISORS LP | Reduced | 48.7K | 7.1K | -41.6K |
| Trexquant Investment LP | Increased | 14.6K | 53.0K | +38.4K |
| Balyasny Asset Management L.P. | Increased | 24.1K | 62.0K | +37.9K |
| PMC FIG Opportunities LLC | Reduced | 63.6K | 26.6K | -37.0K |
| PNC FINANCIAL SERVICES GROUP, INC. | Reduced | 32.2K | 79 | -32.1K |
| JANE STREET GROUP, LLC | Sold Out | 31.2K | 0 | -31.2K |
| GOLDMAN SACHS GROUP INC | Increased | 85.8K | 116.1K | +30.3K |
| STATE STREET CORP | Increased | 555.0K | 583.0K | +28.0K |
| ALLIANCEBERNSTEIN L.P. | Increased | 115.0K | 141.3K | +26.3K |
| MILLENNIUM MANAGEMENT LLC | Reduced | 101.2K | 75.3K | -25.9K |
| Brevan Howard Capital Management LP | Reduced | 130.0K | 105.0K | -25.0K |
| Persistent Asset Partners Ltd | Sold Out | 24.7K | 0 | -24.7K |
| GREAT LAKES ADVISORS, LLC | Sold Out | 23.3K | 0 | -23.3K |
| RENAISSANCE TECHNOLOGIES LLC | Sold Out | 22.6K | 0 | -22.6K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 319.5K | 341.1K | +21.6K |
| LOOMIS SAYLES & CO L P | Reduced | 304.8K | 284.5K | -20.3K |
| Point72 Asset Management, L.P. | Increased | 14.2K | 34.2K | +19.9K |
| BARCLAYS PLC | Reduced | 30.9K | 12.8K | -18.0K |
| COOPER CREEK PARTNERS MANAGEMENT LLC | Increased | 450.1K | 467.5K | +17.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | 18.6K | 2.7K | -16.0K |
| Jump Financial, LLC | New | 0 | 15.8K | +15.8K |
| Walleye Capital LLC | New | 0 | 14.7K | +14.7K |
| Quantbot Technologies LP | Increased | 2.2K | 16.7K | +14.5K |
| D.A. DAVIDSON & CO. | Reduced | 125.5K | 112.0K | -13.5K |
| BOOTHBAY FUND MANAGEMENT, LLC | Reduced | 61.8K | 48.5K | -13.3K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 99.3K | 112.5K | +13.2K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 359.6K | 372.3K | +12.7K |
| Numerai GP LLC | Increased | 17.4K | 29.9K | +12.4K |
| JACOBS ASSET MANAGEMENT, LLC | Increased | 89.1K | 101.5K | +12.3K |
| Ranger Investment Management, L.P. | Reduced | 151.1K | 138.9K | -12.2K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | Sold Out | 12.0K | 0 | -12.0K |
| VANGUARD CAPITAL MANAGEMENT LLC | Increased | 562.2K | 573.6K | +11.4K |
| HSBC HOLDINGS PLC | New | 0 | 11.3K | +11.3K |
| Quantinno Capital Management LP | Reduced | 25.4K | 14.9K | -10.5K |
| MORGAN STANLEY | Reduced | 78.0K | 67.5K | -10.5K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Sold Out | 10.5K | 0 | -10.5K |
| SG Americas Securities, LLC | Reduced | 13.7K | 3.8K | -9.9K |
| Corient Private Wealth LP | Reduced | 15.6K | 6.0K | -9.7K |
| KENNEDY CAPITAL MANAGEMENT LLC | Increased | 158.8K | 168.3K | +9.5K |
| Y-Intercept (Hong Kong) Ltd | Reduced | 24.8K | 15.4K | -9.3K |
| Diversify Advisory Services, LLC | New | 0 | 9.3K | +9.3K |
| SEI INVESTMENTS CO | Reduced | 33.3K | 24.1K | -9.2K |
| NORTHERN TRUST CORP | Increased | 108.4K | 116.9K | +8.5K |
| Squarepoint Ops LLC | Increased | 5.0K | 13.4K | +8.5K |
| UBS Group AG | Reduced | 159.7K | 151.3K | -8.4K |
| FMR LLC | Increased | 370.8K | 379.0K | +8.2K |
| WELLS FARGO & COMPANY/MN | Increased | 4.7K | 12.6K | +7.9K |
| GW&K Investment Management, LLC | Reduced | 182.0K | 174.2K | -7.8K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.