COASTALSOUTH BANCSHARES INC (COSO)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
99
Reporting holders
$182.2M
Reported value
57.0%
Of shares outstanding
0.0%
Held as options
+19
Holder change
Institutions report 6,815,312 shares against 11,954,446 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.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Patriot Financial Partners GP II, L.P. | $18.6M | 691,367 | 4.74% | 4q | -40.4%-$12.6M |
| BlackRock, Inc. | $15.7M | 584,198 | 0.00% | 4q | +18.7%+$2.5M |
| TWO SIGMA INVESTMENTS, LP | $11.0M | 408,489 | 0.01% | 2q | +308.3%+$8.3M |
| VANGUARD CAPITAL MANAGEMENT LLC | $10.6M | 395,093 | 0.00% | 2q | -2.8%-$304.3K |
| North Reef Capital Management LP | $10.0M | 370,982 | 0.38% | 4q | +15.6%+$1.3M |
| Berkeley Capital Partners, LLC | $9.6M | 356,390 | 1.97% | 5q | -1.2%-$112.0K |
| ALLIANCEBERNSTEIN L.P. | $8.5M | 347,546 | 0.00% | 4q | -12.6%-$1.2M |
| MENDON CAPITAL ADVISORS CORP | $7.2M | 267,232 | 2.54% | 4q | -19.0%-$1.7M |
| Curi Capital, LLC | $6.7M | 250,001 | 0.10% | 4q | -17.5%-$1.4M |
| Fourthstone LLC | $6.1M | 225,211 | 4.33% | 4q | -79.5%-$23.7M |
| RAFFLES ASSOCIATES LP | $6.0M | 224,276 | 2.64% | 4q | +84.9%+$2.8M |
| GEODE CAPITAL MANAGEMENT, LLC | $5.3M | 196,340 | 0.00% | 4q | +2.7%+$136.7K |
| EJF Capital LP | $5.2M | 192,676 | 3.46% | 4q | HELD |
| STATE STREET CORP | $5.1M | 188,361 | 0.00% | 4q | +49.0%+$1.7M |
| Qube Research & Technologies Ltd | $3.4M | 127,213 | 0.00% | new | NEW |
| MORGAN STANLEY | $2.9M | 108,931 | 0.00% | 4q | +289.8%+$2.2M |
| KLCM Advisors, Inc. | $2.9M | 107,617 | 0.23% | 27q | HELD |
| GOLDMAN SACHS GROUP INC | $2.5M | 91,528 | 0.00% | 4q | -64.5%-$4.5M |
| Bleakley Financial Group, LLC | $2.4M | 90,307 | 0.03% | 4q | +2.5%+$58.3K |
| CITADEL ADVISORS LLC | $2.4M | 88,947 | 0.00% | new | NEW |
| BANC FUNDS CO LLC | $2.3M | 85,715 | 0.38% | 31q | HELD |
| FIRST MANHATTAN CO. LLC. | $2.1M | 77,638 | 0.01% | 4q | HELD |
| Elizabeth Park Capital Advisors, Ltd. | $2.0M | 75,740 | 1.40% | 4q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $1.9M | 70,177 | 0.00% | 2q | +56.1%+$676.9K |
| NORTHERN TRUST CORP | $1.8M | 65,971 | 0.00% | 4q | +2.4%+$41.1K |
| Point72 Asset Management, L.P. | $1.7M | 63,549 | 0.00% | new | NEW |
| Trexquant Investment LP | $1.7M | 63,324 | 0.01% | 2q | +110.6%+$892.8K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.6M | 59,973 | 0.00% | 2q | +12.2%+$175.7K |
| JPMORGAN CHASE & CO | $1.6M | 59,792 | 0.00% | 4q | +1502.1%+$1.5M |
| VANGUARD FIDUCIARY TRUST CO | $1.4M | 53,047 | 0.00% | 2q | HELD |
| JANE STREET GROUP, LLC | $1.4M | 50,345 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $1.3M | 48,422 | 0.00% | 4q | +1910.9%+$1.2M |
| KENNEDY CAPITAL MANAGEMENT LLC | $1.1M | 42,732 | 0.02% | 4q | -3.9%-$47.1K |
| BANK OF AMERICA CORP /DE/ | $1.1M | 39,688 | 0.00% | 4q | +147.8%+$635.6K |
| Nuveen, LLC | $1.1M | 39,464 | 0.00% | 3q | HELD |
| XTX Topco Ltd | $1.0M | 38,845 | 0.01% | new | NEW |
| HB Wealth Management, LLC | $1.0M | 38,111 | 0.01% | 3q | -1.4%-$14.3K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $956.5K | 35,622 | 0.00% | new | NEW |
| SALZHAUER MICHAEL | $887.3K | 33,046 | 0.30% | 4q | HELD |
| MILLENNIUM MANAGEMENT LLC | $859.9K | 32,027 | 0.00% | 2q | +50.3%+$287.7K |
| Quadrature Capital Ltd | $804.7K | 29,969 | 0.01% | new | NEW |
| OCCUDO QUANTITATIVE STRATEGIES LP | $781.6K | 29,110 | 0.04% | 2q | +179.2%+$501.7K |
| D. E. Shaw & Co., Inc. | $700.5K | 26,090 | 0.00% | new | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $649.5K | 24,189 | 0.00% | 4q | HELD |
| Sixth Street Partners Management Company, L.P. | $649.5K | 24,189 | 0.00% | new | NEW |
| Bank of New York Mellon Corp | $573.9K | 21,375 | 0.00% | 4q | +3.8%+$21.1K |
| Russell Investments Group, Ltd. | $466.9K | 17,405 | 0.00% | 4q | +3019.2%+$452.0K |
| Jump Financial, LLC | $424.2K | 15,800 | 0.00% | new | NEW |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $400.3K | 14,909 | 0.01% | 2q | HELD |
| Man Group plc | $396.5K | 14,767 | 0.00% | new | NEW |
| MARSHALL WACE, LLP | $379.3K | 14,128 | 0.00% | 3q | -42.3%-$278.6K |
| Centiva Capital, LP | $345.5K | 12,868 | 0.00% | 2q | +54.4%+$121.8K |
| WINTON GROUP Ltd | $313.6K | 11,681 | 0.01% | new | NEW |
| SEI INVESTMENTS CO | $313.2K | 11,665 | 0.00% | 4q | -46.2%-$268.7K |
| Squarepoint Ops LLC | $293.8K | 10,941 | 0.00% | new | NEW |
| FRANKLIN RESOURCES INC | $279.1K | 10,395 | 0.00% | 2q | -4.8%-$14.1K |
| Schonfeld Strategic Advisors LLC | $267.5K | 9,962 | 0.00% | new | NEW |
| Walleye Capital LLC | $261.4K | 9,735 | 0.00% | new | NEW |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $253.5K | 9,441 | 0.00% | new | NEW |
| ALGERT GLOBAL LLC | $222.9K | 8,303 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $222.3K | 8,281 | 0.00% | 4q | -33.8%-$113.5K |
| RHUMBLINE ADVISERS | $215.3K | 8,018 | 0.00% | 4q | +49.8%+$71.6K |
| DEUTSCHE BANK AG\ | $215.1K | 8,012 | 0.00% | 2q | +135.4%+$123.8K |
| ELCO Management Co., LLC | $213.1K | 7,935 | 0.09% | 4q | -34.0%-$110.0K |
| Y-Intercept (Hong Kong) Ltd | $212.6K | 7,919 | 0.00% | new | NEW |
| BARCLAYS PLC | $209.2K | 7,793 | 0.00% | 4q | +36.3%+$55.8K |
| OSAIC HOLDINGS, INC. | $208.9K | 7,780 | 0.00% | 4q | HELD |
| EP Wealth Advisors, LLC | $203.1K | 7,564 | 0.00% | new | NEW |
| MetLife Investment Management, LLC | $143.8K | 5,356 | 0.00% | 2q | HELD |
| Daytona Street Capital LLC | $133.1K | 5,000 | 0.10% | 3q | HELD |
| CITIGROUP INC | $108.5K | 4,041 | 0.00% | 4q | +835.4%+$96.9K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $101.6K | 3,784 | 0.00% | 4q | -12.1%-$14.0K |
| UBS Group AG | $97.7K | 3,639 | 0.00% | 4q | +15.6%+$13.2K |
| Vanguard Global Advisers, LLC | $79.5K | 2,962 | 0.00% | 2q | HELD |
| Rockefeller Capital Management L.P. | $63.2K | 2,353 | 0.00% | 2q | +46.9%+$20.2K |
| PNC Financial Services Group, Inc. | $57.1K | 2,125 | 0.00% | new | NEW |
| NEW YORK STATE COMMON RETIREMENT FUND | $51.0K | 1,900 | 0.00% | 4q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $49.7K | 1,851 | 0.00% | new | NEW |
| Police & Firemen's Retirement System of New Jersey | $46.5K | 1,730 | 0.00% | 3q | HELD |
| Curated Wealth Partners LLC | $29.0K | 25,000 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $28.3K | 1,053 | 0.00% | 4q | +86.4%+$13.1K |
| Legal & General Group Plc | $21.2K | 789 | 0.00% | 4q | HELD |
| Ameritas Investment Partners, Inc. | $20.2K | 752 | 0.00% | 4q | HELD |
| ROYAL BANK OF CANADA | $20.0K | 733 | 0.00% | 4q | +165.6%+$12.5K |
| Arax Advisory Partners | $5.9K | 221 | 0.00% | 2q | +689.3%+$5.2K |
| ACADIAN ASSET MANAGEMENT LLC | $4.7K | 173,846 | 0.01% | 3q | +139.0%+$2.7K |
| Sterling Capital Management LLC | $4.5K | 166 | 0.00% | 4q | -39.0%-$2.8K |
| IFP Advisors, Inc | $4.2K | 157 | 0.00% | 3q | +685.0%+$3.7K |
| GAMMA Investing LLC | $4.1K | 152 | 0.00% | 3q | +27.7% |
| Integrated Wealth Concepts LLC | $2.7K | 99 | 0.00% | new | NEW |
| Allworth Financial LP | $2.4K | 90 | 0.00% | 2q | +309.1%+$1.8K |
| ROTHSCHILD INVESTMENT LLC | $1.7K | 64 | 0.00% | 2q | +100.0% |
| HRT FINANCIAL LP | $1.2K | 43,819 | 0.00% | new | NEW |
| EverSource Wealth Advisors, LLC | $860 | 32 | 0.00% | 3q | +146.2% |
| Essential Partners LLC | $644 | 24 | 0.00% | 3q | +118.2% |
| FMR LLC | $618 | 23 | 0.00% | 2q | +1050.0% |
| Basecamp Wealth Advisors LLC | $483 | 18 | 0.00% | new | FIRST |
| True Wealth Design, LLC | $269 | 10 | 0.00% | 2q | +400.0% |
| Caitong International Asset Management Co., Ltd | $268 | 10 | 0.00% | new | NEW |
| Virtu Financial LLC | $250 | 9,320 | 0.01% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-18 | 13G/A | WYCOFF W KIRK INDIVIDUALwith 10 co-filers | 4.8% |
| 2026-08-14 | 13G/A | Fourthstone LLCwith 5 co-filers | 1.9% |
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 99 | $182.2M | 6,815,312 | 24 | 38 | 18 | 0.0% |
| Q1 2026 | 80 | $177.6M | 7,242,920 | 19 | 35 | 9 | 0.0% |
| Q4 2025 | 62 | $158.7M | 6,828,071 | 14 | 18 | 15 | 0.0% |
| Q3 2025 | 52 | $141.9M | 6,510,323 | 48 | 1 | 2 | 0.0% |
| Q2 2025 | 3 | $14.5M | 679,767 | 1 | 0 | 1 | 0.0% |
| Q1 2025 | 2 | $6.2M | 291,603 | 0 | 0 | 1 | 0.0% |
| Q4 2024 | 2 | $6.8M | 308,284 | 0 | 0 | 1 | 0.0% |
| Q3 2024 | 2 | $6.5M | 329,519 | 0 | 0 | 0 | 0.0% |
| Q2 2024 | 2 | $5.5M | 330,019 | 0 | 0 | 1 | 0.0% |
| Q1 2024 | 2 | $625.5K | 337,019 | 0 | 1 | 0 | 0.0% |
| Q4 2023 | 2 | $558.9K | 251,304 | 0 | 0 | 0 | 0.0% |
| Q3 2023 | 2 | $549.6K | 251,304 | 0 | 0 | 0 | 0.0% |
| Q2 2023 | 2 | $534.7K | 251,304 | 0 | 0 | 0 | 0.0% |
| Q1 2023 | 2 | $605.0K | 251,304 | 0 | 0 | 0 | 0.0% |
| Q4 2022 | 2 | $633.3K | 251,304 | 0 | 0 | 0 | 0.0% |
| Q3 2022 | 2 | $3.6M | 251,304 | 0 | 2 | 0 | 0.0% |
| Q2 2022 | 2 | $3.8M | 228,794 | 0 | 1 | 0 | 0.0% |
| Q1 2022 | 2 | $4.0M | 223,002 | 0 | 1 | 0 | 0.0% |
| Q4 2021 | 2 | $3.7M | 215,127 | 0 | 0 | 0 | 0.0% |
| Q3 2021 | 2 | $3.7M | 215,127 | 0 | 0 | 0 | 0.0% |
| Q2 2021 | 2 | $3.7M | 215,127 | 0 | 0 | 0 | 0.0% |
| Q1 2021 | 2 | $3.0M | 215,127 | 0 | 0 | 0 | 0.0% |
| Q4 2020 | 2 | $2.6M | 215,127 | 0 | 0 | 0 | 0.0% |
| Q3 2020 | 2 | $2.4M | 215,127 | 0 | 0 | 0 | 0.0% |
| Q2 2020 | 2 | $2.1M | 215,127 | 0 | 0 | 0 | 0.0% |
| Q1 2020 | 2 | $2.4M | 215,127 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 2 | $2.7M | 215,127 | 1 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $2.5M | 204,249 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 2 | $2.0M | 220,820 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 2 | $3.1M | 220,820 | 0 | 0 | 0 | 0.0% |
| Q4 2018 | 2 | $2.2M | 220,820 | 0 | 0 | 0 | 0.0% |