COSO Institutional Ownership & Shareholders
CoastalSouth Bancshares, Inc. (COSO) is currently held by 101 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $184.57M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Patriot Financial Partners Gp Ii, L.P. is currently the largest disclosed institutional shareholder of COSO tracked by InsiderSet, reporting ownership valued at approximately $18.56M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $19.28M, representing an estimated gain of +3.84% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed COSO value among the investors covered in this analysis. Major shareholders include Patriot Financial Partners Gp Ii, L.P., Blackrock, Inc., Two Sigma Investments, Lp, and several other long-term asset managers with concentrated positions in CoastalSouth Bancshares, Inc. (COSO).
This page ranks the largest institutional COSO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
101
Total Reported Value
$184.57M
Largest Holder
Patriot Financial Partners Gp Ii, L.P.
Largest Position
$18.56M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
111
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Patriot Financial Partners Gp Ii, L.P. | 4.74% | 691,367 | $18,563,204 | $19,275,312 | +$712,108 | +3.84% | |
| Blackrock, Inc. | 0.00% | 584,198 | $15,685,716 | $16,287,440 | +$601,724 | +3.84% | |
| Two Sigma Investments, Lp | 0.01% | 408,489 | $10,967,930 | $11,388,673 | +$420,743 | +3.84% | |
| Vanguard Capital Management Llc | 0.00% | 395,093 | $10,608,247 | $11,015,193 | +$406,946 | +3.84% | |
| North Reef Capital Management Lp | 0.38% | 370,982 | $9,960,867 | $10,342,978 | +$382,111 | +3.84% | |
| Berkeley Capital Partners, Llc | 1.97% | 356,390 | $9,569,083 | $9,936,153 | +$367,070 | +3.84% | |
| Alliancebernstein L.P. | 0.00% | 347,546 | $8,546,156 | $9,689,582 | +$1,143,426 | +13.38% | |
| Mendon Capital Advisors Corp | 2.54% | 267,232 | $7,175,179 | $7,450,428 | +$275,249 | +3.84% | |
| Curi Capital, Llc | 0.10% | 250,001 | $6,712,527 | $6,970,028 | +$257,501 | +3.84% | |
| Fourthstone Llc | 4.33% | 225,211 | $6,086,644 | $6,278,883 | +$192,239 | +3.16% | |
| Geode Capital Management, Llc | 0.00% | 196,340 | $5,272,795 | $5,473,959 | +$201,164 | +3.82% | |
| Ejf Capital Lp | 3.46% | 192,676 | $5,173,351 | $5,371,807 | +$198,456 | +3.84% | |
| State Street Corp | 0.00% | 188,361 | $5,057,493 | $5,251,505 | +$194,012 | +3.84% | |
| Acadian Asset Management Llc | 0.01% | 173,846 | $4,659,000 | $4,846,826 | +$187,826 | +4.03% | |
| Qube Research & Technologies Ltd | 0.00% | 127,213 | $3,415,669 | $3,546,698 | +$131,029 | +3.84% | |
| Raffles Associates Lp | 2.57% | 112,138 | $3,010,905 | $3,126,407 | +$115,502 | +3.84% | |
| Morgan Stanley | 0.00% | 108,931 | $2,924,797 | $3,036,996 | +$112,199 | +3.84% | |
| Klcm Advisors, Inc. | 0.23% | 107,617 | $2,889,516 | $3,000,362 | +$110,846 | +3.84% | |
| Goldman Sachs Group Inc | 0.00% | 91,528 | $2,457,527 | $2,551,801 | +$94,274 | +3.84% | |
| Bleakley Financial Group, Llc | 0.03% | 90,307 | $2,424,743 | $2,517,759 | +$93,016 | +3.84% | |
| Citadel Advisors Llc | 0.00% | 88,947 | $2,388,227 | $2,479,842 | +$91,615 | +3.84% | |
| Banc Funds Co Llc | 0.38% | 85,715 | $2,301,448 | $2,389,734 | +$88,286 | +3.84% | |
| First Manhattan Co. Llc. | 0.01% | 77,638 | $2,084,580 | $2,164,547 | +$79,967 | +3.84% | |
| Elizabeth Park Capital Advisors, Ltd. | 1.40% | 75,740 | $2,033,619 | $2,111,631 | +$78,012 | +3.84% | |
| Aqr Capital Management Llc | 0.00% | 70,177 | $1,884,252 | $1,956,535 | +$72,283 | +3.84% | |
| Northern Trust Corp | 0.00% | 65,971 | $1,771,321 | $1,839,271 | +$67,950 | +3.84% | |
| Point72 Asset Management, L.P. | 0.00% | 63,549 | $1,706,291 | $1,771,746 | +$65,455 | +3.84% | |
| Trexquant Investment Lp | 0.01% | 63,324 | $1,700,249 | $1,765,473 | +$65,224 | +3.84% | |
| Vanguard Portfolio Management Llc | 0.00% | 59,973 | $1,610,275 | $1,672,047 | +$61,772 | +3.84% | |
| Jpmorgan Chase & Co | 0.00% | 59,792 | $1,603,621 | $1,667,001 | +$63,380 | +3.95% | |
| Vanguard Fiduciary Trust Co | 0.00% | 53,047 | $1,424,312 | $1,478,950 | +$54,638 | +3.84% | |
| Jane Street Group, Llc | 0.00% | 50,345 | $1,351,763 | $1,403,619 | +$51,856 | +3.84% | |
| Bnp Paribas Financial Markets | 0.00% | 48,422 | $1,300,131 | $1,350,005 | +$49,874 | +3.84% | |
| Hrt Financial Lp | 0.00% | 43,819 | $1,176,000 | $1,221,674 | +$45,674 | +3.88% | |
| Kennedy Capital Management Llc | 0.02% | 42,732 | $1,147,354 | $1,191,368 | +$44,014 | +3.84% | |
| Bank Of America Corp | 0.00% | 39,688 | $1,065,623 | $1,106,501 | +$40,878 | +3.84% | |
| Nuveen, Llc | 0.00% | 39,464 | $1,059,609 | $1,100,256 | +$40,647 | +3.84% | |
| Xtx Topco Ltd | 0.01% | 38,845 | $1,042,988 | $1,082,999 | +$40,011 | +3.84% | |
| Hb Wealth Management, Llc | 0.01% | 38,517 | $1,009,905 | $1,073,854 | +$63,949 | +6.33% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 35,622 | $956,451 | $993,141 | +$36,690 | +3.84% | |
| Salzhauer Michael | 0.37% | 33,046 | $866,466 | $921,322 | +$54,856 | +6.33% | |
| Millennium Management Llc | 0.00% | 32,027 | $859,925 | $892,913 | +$32,988 | +3.84% | |
| Quadrature Capital Ltd | 0.01% | 29,969 | $804,668 | $835,536 | +$30,868 | +3.84% | |
| Occudo Quantitative Strategies Lp | 0.04% | 29,110 | $781,604 | $811,587 | +$29,983 | +3.84% | |
| D. E. Shaw & Co., Inc. | 0.00% | 26,090 | $700,517 | $727,389 | +$26,872 | +3.84% | |
| Charles Schwab Investment Management Inc | 0.00% | 24,189 | $649,475 | $674,389 | +$24,914 | +3.84% | |
| Bank Of New York Mellon Corp | 0.00% | 21,375 | $573,919 | $595,935 | +$22,016 | +3.84% | |
| Russell Investments Group, Ltd. | 0.00% | 17,405 | $466,950 | $485,251 | +$18,301 | +3.92% | |
| Y-Intercept (Hong Kong) Ltd | 0.01% | 17,548 | $460,109 | $489,238 | +$29,129 | +6.33% | |
| Jump Financial, Llc | 0.00% | 15,800 | $424,230 | $440,504 | +$16,274 | +3.84% |
Frequently asked questions about COSO
Who are the largest institutional holders of COSO?
The largest institutional holders of COSO reported in the latest SEC Form 13F filings include Patriot Financial Partners Gp Ii, L.P., Blackrock, Inc., Two Sigma Investments, Lp, Vanguard Capital Management Llc, and North Reef Capital Management Lp. InsiderSet ranks institutional holders by their latest reported COSO position.
What is COSO institutional ownership?
This page tracks COSO positions reported by institutional investment managers through SEC Form 13F. CoastalSouth Bancshares, Inc. (COSO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own COSO?
InsiderSet currently tracks 101 institutional managers reporting COSO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of COSO shareholders.
How much COSO stock do institutions own?
Institutional investment managers disclosed approximately $184.57M in COSO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was COSO institutional ownership last updated?
The latest COSO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional COSO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its COSO position after the reporting date.
Are institutions buying or selling COSO?
Institutional buying and selling can be analyzed by comparing COSO positions across consecutive 13F reporting periods. InsiderSet's COSO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View COSO ownership changes.
How has COSO institutional ownership changed over time?
InsiderSet tracks COSO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.