How many institutional investors hold CCB?

3 tracked institutional investors disclosed a position in CCB (COASTAL FINL CORP WA) in their most recent 13F filing.

Who is the largest institutional holder of CCB?

Izzy Englander, Millennium Management, holds the largest disclosed position in CCB, valued at $8M.

Where does this CCB ownership data come from?

SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.

CCB — COASTAL FINL CORP WA

Name: COASTAL FINL CORP WA (CCB) — Institutional Ownership
Creator: InvestorLens
License: https://www.sec.gov/about/website-policies

Public company

For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

About COASTAL FINL CORP WA (CCB)

COASTAL FINL CORP WA (CCB) appears in the most recent 13F filings of 3 tracked institutional investors. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $8M. Across recent filings, tracked investors recorded 2 new positions, 0 increased, 0 reduced, and 0 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in CCB

100

/100

Strong Institutional Accumulation

Added / Increased2

Reduced0

Exited0

BearishBullish

Crowded Trade Score™

How many top investors track CCB

/100

Emerging Interest

3investors

A small number of top investors own this.

UndiscoveredCrowded

151015+

CCB Ownership Composition

How COASTAL FINL CORP WA is held across tracked investor types, based on reported 13F positions.

Dominant Type

Other

92% of tracked value

Institutions

tracked investors

Total Reported

$14.3M

combined 13F value

Other92.4%
Hedge Funds7.6%

Other(2)

92.4%

Hedge Funds(1)

7.6%

Tracked investors reporting CCB

Investor	Firm	Shares	Market value	% of portfolio	As of
Izzy Englander	Millennium Management	101.2K	$7.7M	0.00%	Mar 31, 2026
Ken Griffin	Citadel Advisors	71.9K	$5.5M	0.00%	Mar 31, 2026
Steve Cohen	Point72 Asset Management	14.2K	$1.1M	0.00%	Mar 31, 2026

Izzy EnglanderMar 31, 2026
Millennium Management
Shares
101.2K
Value
$7.7M
% Portfolio
0.00%
Ken GriffinMar 31, 2026
Citadel Advisors
Shares
71.9K
Value
$5.5M
% Portfolio
0.00%
Steve CohenMar 31, 2026
Point72 Asset Management
Shares
14.2K
Value
$1.1M
% Portfolio
0.00%

Recent activity

Investor	Action	Δ %	Current value	Filing date
Steve Cohen	New	—	$1.2M	Feb 17, 2026
Steve Cohen	New	—	$1.1M	May 15, 2026

Steve Cohen
New
$1.2MFeb 17, 2026
Steve Cohen
New
$1.1MMay 15, 2026

Frequently asked questions

How many institutional investors hold CCB?: 3 tracked institutional investors disclosed a position in CCB (COASTAL FINL CORP WA) in their most recent 13F filing.
Who is the largest institutional holder of CCB?: Izzy Englander, Millennium Management, holds the largest disclosed position in CCB, valued at $8M.
Did institutional ownership of CCB increase or decrease?: Across recent 13F filings, tracked investors recorded 2 new positions, 0 increased, 0 reduced, and 0 fully exited CCB.
Where does this CCB ownership data come from?: SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.