CoastalSouth Bancshares Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/06/2026 | 1.16 M | $28.50 M | 61.18% | 9.36% | |
| FOURTHSTONE LLC | 05/15/2026 | 1.10 M | $27.06 M | 14.66% | 8.88% |
| BLACKROCK, INC. | 05/13/2026 | 492.03 K | $12.10 M | 51.72% | 3.97% |
| 05/15/2026 | 406.43 K | $9.99 M | 100.00% | 3.28% | |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 397.57 K | $9.24 M | -6.39% | 3.21% |
| BERKELEY CAPITAL PARTNERS, LLC | 05/07/2026 | 360.56 K | $8.87 M | -1.37% | 2.91% |
| MENDON CAPITAL ADVISORS CORP | 05/15/2026 | 329.74 K | $8.11 M | 24.06% | 2.66% |
| NORTH REEF CAPITAL MANAGEMENT LP | 05/15/2026 | 320.98 K | $7.89 M | 21.63% | 2.59% |
| RMB CAPITAL MANAGEMENT, LLC | 05/15/2026 | 302.95 K | $7.45 M | 24.44% | 2.45% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 258.14 K | $6.35 M | 7.77% | 2.08% |
| ENDEAVOUR CAPITAL ADVISORS INC | 05/11/2026 | 241.60 K | $5.94 M | -28.28% | 1.95% |
| EJF CAPITAL LLC | 05/13/2026 | 192.68 K | $4.74 M | -79.29% | 1.56% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 191.25 K | $4.70 M | 29.98% | 1.54% |
| STATE STREET CORP | 05/15/2026 | 126.44 K | $3.11 M | 217.03% | 1.02% |
| RAFFLES ASSOCIATES LP | 05/15/2026 | 121.28 K | $2.98 M | 0.00% | 0.98% |
| KLCM ADVISORS, INC. | 04/30/2026 | 107.62 K | $2.65 M | 0.00% | 0.87% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 100.06 K | $2.46 M | 100.00% | 0.81% |
| BLEAKLEY FINANCIAL GROUP, LLC | 05/04/2026 | 88.14 K | $2.17 M | 0.05% | 0.71% |
| BANC FUNDS CO LLC | 05/14/2026 | 85.72 K | $2.11 M | 0.00% | 0.69% |
| FIRST MANHATTAN CO. LLC. | 05/15/2026 | 77.64 K | $1.91 M | 0.00% | 0.63% |
| ELIZABETH PARK CAPITAL ADVISORS, LTD. | 05/14/2026 | 75.74 K | $1.86 M | 0.00% | 0.61% |
| ACADIAN ASSET MANAGEMENT LLC | 05/13/2026 | 72.74 K | $1.79 M | 486.08% | 0.59% |
| NORTHERN TRUST CORP | 05/14/2026 | 64.44 K | $1.58 M | 45.06% | 0.52% |
| 05/08/2026 | 53.43 K | $1.31 M | 100.00% | 0.43% | |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 53.22 K | $1.31 M | 100.00% | 0.43% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 44.97 K | $1.11 M | 100.00% | 0.36% |
| KENNEDY CAPITAL MANAGEMENT LLC | 05/13/2026 | 44.49 K | $1.09 M | 10.97% | 0.36% |
| NUVEEN, LLC | 04/30/2026 | 39.46 K | $970.42 K | 326.91% | 0.32% |
| HB WEALTH MANAGEMENT, LLC | 04/27/2026 | 38.64 K | $950.23 K | 1.20% | 0.31% |
| SALZHAUER MICHAEL | 05/05/2026 | 33.05 K | $812.60 K | 0.92% | 0.27% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 30.07 K | $739.47 K | 100.00% | 0.24% |
| MORGAN STANLEY | 05/15/2026 | 27.95 K | $687.24 K | 30.61% | 0.23% |
| MARSHALL WACE, LLP | 05/15/2026 | 24.50 K | $602.53 K | -53.29% | 0.20% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 24.21 K | $595.40 K | 39.46% | 0.20% |
| SEI INVESTMENTS CO | 05/13/2026 | 21.67 K | $532.91 K | 61.45% | 0.17% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 21.31 K | $524.09 K | 100.00% | 0.17% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 20.59 K | $506.33 K | 2.50% | 0.17% |
| GHISALLO CAPITAL MANAGEMENT LLC | 05/15/2026 | 20.00 K | $491.80 K | 0.00% | 0.16% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 16.01 K | $393.78 K | 306.65% | 0.13% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 14.91 K | $366.61 K | 100.00% | 0.12% |
| ELCO MANAGEMENT CO., LLC | 04/24/2026 | 12.03 K | $295.84 K | 23.19% | 0.10% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 10.92 K | $268.55 K | 100.00% | 0.09% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 05/15/2026 | 10.43 K | $266.36 K | 100.00% | 0.08% |
| CENTIVA CAPITAL, LP | 05/14/2026 | 8.33 K | $204.91 K | 100.00% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 7.77 K | $190.95 K | 0.19% | 0.06% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 6.26 K | $153.81 K | -29.76% | 0.05% |
| BARCLAYS PLC | 05/15/2026 | 5.72 K | $140.56 K | -52.25% | 0.05% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 05/14/2026 | 5.36 K | $131.70 K | 100.00% | 0.04% |
| RHUMBLINE ADVISERS | 05/12/2026 | 5.35 K | $131.58 K | 42.77% | 0.04% |
| 04/10/2026 | 5.00 K | $124.55 K | 0.00% | 0.04% |
CoastalSouth Bancshares Inc institutional Ownership - FAQ's
During the previous two years, 84 institutional investors and hedge funds held shares of CoastalSouth Bancshares Inc. The most heavily invested institutionals were:
Fourthstone LLC: 1.1 M
BlackRock, Inc.: 492,033
ALLIANCEBERNSTEIN L.P.: 397,573
Berkeley Capital Partners, LLC: 360,562
MENDON CAPITAL ADVISORS CORP: 329,743
North Reef Capital Management LP: 320,982
59.01% of CoastalSouth Bancshares Inc stock is owned by institutional investors.
Institutional investors have bought a total of 5.92 M shares in the last 24 months. This purchase volume represents approximately $142.36 M in transactions.