CoastalSouth Bancshares Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FOURTHSTONE LLC | 02/13/2026 | 959.80 K | $22.32 M | 153.82% | 8.33% |
| EJF CAPITAL LLC | 02/17/2026 | 930.17 K | $21.63 M | 0.00% | 8.07% |
| 02/10/2026 | 719.21 K | $16.72 M | 0.00% | 6.24% | |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 424.72 K | $9.87 M | -15.58% | 3.69% |
| BERKELEY CAPITAL PARTNERS, LLC | 02/05/2026 | 365.56 K | $8.50 M | -4.04% | 2.95% |
| ENDEAVOUR CAPITAL ADVISORS INC | 02/09/2026 | 336.84 K | $7.83 M | -0.03% | 2.92% |
| AZORA CAPITAL LP | 02/17/2026 | 308.94 K | $7.18 M | -22.58% | 2.68% |
| BLACKROCK, INC. | 02/12/2026 | 324.31 K | $7.54 M | 29.56% | 2.62% |
| NORTH REEF CAPITAL MANAGEMENT LP | 02/17/2026 | 263.90 K | $6.14 M | 19.62% | 2.29% |
| MENDON CAPITAL ADVISORS CORP | 02/18/2026 | 265.79 K | $6.18 M | -20.03% | 2.15% |
| RMB CAPITAL MANAGEMENT, LLC | 02/17/2026 | 243.46 K | $5.66 M | -20.58% | 1.97% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 239.53 K | $5.57 M | -32.14% | 1.93% |
| VANGUARD GROUP INC | 01/29/2026 | 234.07 K | $5.44 M | 58.95% | 1.89% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 147.14 K | $3.42 M | 12.72% | 1.19% |
| RAFFLES ASSOCIATES LP | 02/17/2026 | 121.28 K | $2.82 M | -2.41% | 1.05% |
| KLCM ADVISORS, INC. | 02/04/2026 | 107.62 K | $2.50 M | 18.95% | 0.87% |
| BLEAKLEY FINANCIAL GROUP, LLC | 02/09/2026 | 88.09 K | $2.05 M | 0.00% | 0.76% |
| BANC FUNDS CO LLC | 02/12/2026 | 85.72 K | $1.99 M | 0.00% | 0.74% |
| FIRST MANHATTAN CO. LLC. | 02/17/2026 | 77.64 K | $1.81 M | 0.00% | 0.67% |
| ELIZABETH PARK CAPITAL ADVISORS, LTD. | 02/17/2026 | 75.74 K | $1.76 M | 0.00% | 0.61% |
| MARSHALL WACE, LLP | 02/13/2026 | 52.46 K | $1.22 M | 100.00% | 0.42% |
| NORTHERN TRUST CORP | 02/17/2026 | 44.42 K | $1.03 M | 5.75% | 0.36% |
| CITADEL ADVISORS LLC | 02/17/2026 | 41.56 K | $966.18 K | 100.00% | 0.34% |
| KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2026 | 40.09 K | $932.05 K | 0.00% | 0.32% |
| STATE STREET CORP | 02/13/2026 | 39.88 K | $927.28 K | 48.24% | 0.32% |
| HB WEALTH MANAGEMENT, LLC | 01/28/2026 | 38.18 K | $887.78 K | 100.00% | 0.31% |
| SALZHAUER MICHAEL | 02/02/2026 | 32.75 K | $761.35 K | 0.00% | 0.26% |
| UBS GROUP AG | 01/29/2026 | 25.17 K | $585.25 K | 184.43% | 0.20% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 20.09 K | $467.05 K | -4.12% | 0.17% |
| GHISALLO CAPITAL MANAGEMENT LLC | 02/17/2026 | 20.00 K | $465.00 K | 0.00% | 0.17% |
| MORGAN STANLEY | 02/13/2026 | 21.40 K | $497.50 K | 568.48% | 0.17% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 17.36 K | $403.67 K | 11.42% | 0.15% |
| SEI INVESTMENTS CO | 02/13/2026 | 13.42 K | $312.09 K | 38.78% | 0.12% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 12.41 K | $287.00 K | 100.00% | 0.11% |
| JANE STREET GROUP, LLC | 02/12/2026 | 12.89 K | $299.69 K | 100.00% | 0.10% |
| BARCLAYS PLC | 02/13/2026 | 11.97 K | $278.33 K | 81.96% | 0.10% |
| QUADRATURE CAPITAL LTD | 02/17/2026 | 10.37 K | $241.17 K | 100.00% | 0.09% |
| ELCO MANAGEMENT CO., LLC | 02/04/2026 | 9.77 K | $227.06 K | -12.14% | 0.08% |
| NUVEEN, LLC | 02/12/2026 | 9.24 K | $214.92 K | 100.00% | 0.07% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 8.91 K | $207.04 K | 157.30% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 7.75 K | $180.19 K | 0.00% | 0.06% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 02/11/2026 | 4.89 K | $104.31 K | 100.00% | 0.04% |
| 01/21/2026 | 5.00 K | $116.25 K | 100.00% | 0.04% | |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 3.94 K | $91.56 K | -41.42% | 0.03% |
| RHUMBLINE ADVISERS | 02/13/2026 | 3.75 K | $87.14 K | -9.71% | 0.03% |
| JPMORGAN CHASE & CO | 02/11/2026 | 2.51 K | $58.41 K | -17.96% | 0.02% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/17/2026 | 2.52 K | $58.66 K | 17.46% | 0.02% |
| NEW YORK STATE COMMON RETIREMENT FUND | 02/12/2026 | 1.90 K | $44.18 K | 0.00% | 0.02% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 02/13/2026 | 1.73 K | $40.22 K | 100.00% | 0.02% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 1.27 K | $29.50 K | -40.62% | 0.01% |
CoastalSouth Bancshares Inc institutional Ownership - FAQ's
During the previous two years, 72 institutional investors and hedge funds held shares of CoastalSouth Bancshares Inc. The most heavily invested institutionals were:
KLCM Advisors, Inc.: 107,617
Bleakley Financial Group, LLC: 88,136
Nuveen, LLC: 39,464
HB Wealth Management, LLC: 38,643
SALZHAUER MICHAEL: 33,046
Bank of New York Mellon Corp: 20,591
55.22% of CoastalSouth Bancshares Inc stock is owned by institutional investors.
Institutional investors have bought a total of 6.18 M shares in the last 24 months. This purchase volume represents approximately $148.66 M in transactions.