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Who owns COSOWhat COSO owns — n/a

Who owns CoastalSouth Bancshares, Inc.?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of COSO from SEC Form 13F filings across 100 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 100 institutions disclosed 6.9M shares of CoastalSouth Bancshares, Inc. worth $184.6M — about 55.5% of shares outstanding; the largest disclosed holder is Patriot Financial Partners GP II, L.P.. Source: SEC Form 13F filings, parsed by EvidInvest.

100

13F holders

$184.6M

value, 2026 filers

55.5%

of shares outstanding (6.9M sh)

25

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of COSO's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Patriot Financial Partners GP II, L.P.691,367$18.6M4.7%5.6%-40.4%
2BlackRock, Inc.584,198$15.7M0.0%4.7%+18.7%
3TWO SIGMA INVESTMENTS, LP408,489$11.0M0.0%3.3%+308.3%
4VANGUARD CAPITAL MANAGEMENT LLC395,093$10.6M0.0%3.2%-2.8%
5North Reef Capital Management LP370,982$10.0M0.4%3%+15.6%
6Berkeley Capital Partners, LLC356,390$9.6M2.0%2.9%-1.2%
7ALLIANCEBERNSTEIN L.P.347,546$8.5M0.0%2.8%-12.6%
8MENDON CAPITAL ADVISORS CORP267,232$7.2M2.5%2.1%-19.0%
9Curi Capital, LLC250,001$6.7M0.1%2%-17.5%
10Fourthstone LLC225,211$6.1M4.3%1.8%-79.5%
11GEODE CAPITAL MANAGEMENT, LLC196,340$5.3M0.0%1.6%+2.7%
12EJF Capital LP192,676$5.2M3.5%1.5%0.0%
13STATE STREET CORP188,361$5.1M0.0%1.5%+49.0%
14ACADIAN ASSET MANAGEMENT LLC173,846$4.7M0.0%1.4%+139.0%
15Qube Research & Technologies LtdNEW127,213$3.4M0.0%1%new
16RAFFLES ASSOCIATES LP112,138$3.0M2.7%0.9%-7.5%
17MORGAN STANLEY108,931$2.9M0.0%0.9%+289.8%
18KLCM Advisors, Inc.107,617$2.9M0.2%0.9%0.0%
19GOLDMAN SACHS GROUP INC91,528$2.5M0.0%0.7%-64.5%
20Bleakley Financial Group, LLC90,307$2.4M0.0%0.7%+2.5%
21CITADEL ADVISORS LLCNEW88,947$2.4M0.0%0.7%new
22BANC FUNDS CO LLC85,715$2.3M0.4%0.7%0.0%
23FIRST MANHATTAN CO. LLC.77,638$2.1M0.0%0.6%0.0%
24Elizabeth Park Capital Advisors, Ltd.75,740$2.0M1.4%0.6%0.0%
25AQR CAPITAL MANAGEMENT LLC70,177$1.9M0.0%0.6%+56.1%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.