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CoastalSouth Bancshares, Inc.
$26.55 -0.07 (-0.26%) At close · Jul 7
Market Cap
$319.54M
Shares
12,035,531

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 82
Total Value: $178,426,385
Total Shares: 7,256,043

Institutional Ownership Trend

23 quarters

Holder Concentration

Across 82 13F filers
Top Holder
16.0%
Mar 2023 → Mar 2026 · range 0.0% – 58.1%
of institutional value
Top 5
49.0%
Mar 2023 → Mar 2026 · range 0.0% – 100.0%
of institutional value
Top 10
70.7%
Mar 2023 → Mar 2026 · range 0.0% – 100.0%
of institutional value
HHI
733
Mar 2023 → Mar 2026 · range 0 – 4,735
Broadly held
Showing 82 of 82
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Small Patriot Financial Partners GP II, L.P. $28,504,998 15.98% 1,159,211
Small Fourthstone LLC $27,061,393 15.17% 1,100,504
Mega BlackRock, Inc. $12,099,088 6.78% 492,033
Mega VANGUARD CAPITAL MANAGEMENT LLC $9,994,039 5.60% 406,427
Mega ALLIANCEBERNSTEIN L.P. $9,776,320 5.48% 397,573
Small Berkeley Capital Partners, LLC $8,866,219 4.97% 360,562
Small MENDON CAPITAL ADVISORS CORP $8,108,379 4.54% 329,743
Mid North Reef Capital Management LP $7,892,947 4.42% 320,982
Mid Curi Capital, LLC $7,449,565 4.18% 302,951
Mega GOLDMAN SACHS GROUP INC $6,347,638 3.56% 258,139
Small ENDEAVOUR CAPITAL ADVISORS INC $5,940,821 3.33% 241,595
Small EJF Capital LP $4,737,902 2.66% 192,676
Mega GEODE CAPITAL MANAGEMENT, LLC $4,702,836 2.64% 191,250
Mega STATE STREET CORP $3,109,159 1.74% 126,440
Micro RAFFLES ASSOCIATES LP $2,982,299 1.67% 121,281
Mid KLCM Advisors, Inc. $2,646,302 1.48% 107,617
Mega TWO SIGMA INVESTMENTS, LP $2,460,352 1.38% 100,055
Mid Bleakley Financial Group, LLC $2,167,264 1.21% 88,136
Small BANC FUNDS CO LLC $2,107,731 1.18% 85,715
Large FIRST MANHATTAN CO. LLC. $1,909,118 1.07% 77,638
Small Elizabeth Park Capital Advisors, Ltd. $1,862,446 1.04% 75,740
Large ACADIAN ASSET MANAGEMENT LLC $1,788,652 1.00% 72,739
Mega NORTHERN TRUST CORP Bank $1,584,554 0.89% 64,439
Mega VANGUARD FIDUCIARY TRUST CO Bank $1,308,778 0.73% 53,224
Mega AQR CAPITAL MANAGEMENT LLC $1,105,736 0.62% 44,967
Mid KENNEDY CAPITAL MANAGEMENT LLC $1,093,935 0.61% 44,487
Mega Nuveen, LLC $970,418 0.54% 39,464
Mid HB Wealth Management, LLC $950,231 0.53% 38,643
Small SALZHAUER MICHAEL $812,601 0.46% 33,046
Large Trexquant Investment LP $739,470 0.41% 30,072
Mega MORGAN STANLEY $687,236 0.39% 27,948
Large MARSHALL WACE, LLP $602,528 0.34% 24,503
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $595,397 0.33% 24,213
Large SEI INVESTMENTS CO $532,914 0.30% 21,672
Mega MILLENNIUM MANAGEMENT LLC $524,086 0.29% 21,313
Mega Bank of New York Mellon Corp Bank $506,330 0.28% 20,591
Mid Ghisallo Capital Management LLC $491,800 0.28% 20,000
Mega BANK OF AMERICA CORP /DE/ Bank $393,784 0.22% 16,014
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $366,612 0.21% 14,909
Small ELCO Management Co., LLC $295,842 0.17% 12,031
Mega FRANKLIN RESOURCES INC $268,546 0.15% 10,921
Mid OCCUDO QUANTITATIVE STRATEGIES LP $256,350 0.14% 10,425
Large Centiva Capital, LP $204,908 0.11% 8,333
Large OSAIC HOLDINGS, INC. $190,941 0.11% 7,765
Mega WELLS FARGO & COMPANY/MN $153,810 0.09% 6,255
Mega BARCLAYS PLC $140,555 0.08% 5,716
Large MetLife Investment Management, LLC $131,704 0.07% 5,356
Mega RHUMBLINE ADVISERS $131,581 0.07% 5,351
Small Daytona Street Capital LLC $122,950 0.07% 5,000
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $105,884 0.06% 4,306
Mega JPMORGAN CHASE & CO $91,769 0.05% 3,732
Mega DEUTSCHE BANK AG\ Bank $83,679 0.05% 3,403
Mega UBS Group AG $77,433 0.04% 3,149
Mega Vanguard Global Advisers, LLC $72,835 0.04% 2,962
Mega BNP PARIBAS ARBITRAGE, SA $59,212 0.03% 2,408
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $46,721 0.03% 1,900
Large Police & Firemen's Retirement System of New Jersey Pension $42,540 0.02% 1,730
Large Rockefeller Capital Management L.P. $39,393 0.02% 1,602
Mega Legal & General Group Plc $19,401 0.01% 789
Mid Ameritas Investment Partners, Inc. $18,491 0.01% 752
Large CWM, LLC $15,196 0.01% 618
Mid Tower Research Capital LLC (TRC) $13,893 0.01% 565
Large Russell Investments Group, Ltd. $13,720 0.01% 558
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $12,442 0.01% 506
Mega CITIGROUP INC $10,622 0.01% 432
Mega ROYAL BANK OF CANADA Bank $6,786 0.00% 276
Mid Sterling Capital Management LLC $6,688 0.00% 272
Mid GAMMA Investing LLC $4,081 0.00% 152
Mid MAI Capital Management $1,967 0.00% 80
Mid ROTHSCHILD INVESTMENT LLC $786 0.00% 32
Mid Arax Advisory Partners $688 0.00% 28
Mid Allworth Financial LP $540 0.00% 22
Small Covestor Ltd $516 0.00% 21
Mid IFP Advisors, Inc $491 0.00% 20
Small Root Financial Partners, LLC $418 0.00% 17
Small Basecamp Wealth Advisors LLC $344 0.00% 14
Mid EverSource Wealth Advisors, LLC $319 0.00% 13
Small Essential Partners LLC $270 0.00% 11
Mid Farther Finance Advisors, LLC $73 0.00% 3
Mega FMR LLC $49 0.00% 2
Micro True Wealth Design, LLC $49 0.00% 2
Small Sunbelt Securities, Inc. Broker-Dealer $24 0.00% 1
Key facts CIK 1297107 CUSIP 19058X207 13F (30d) 2 filings 2 filers Visit website Investor relations

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