Who Owns CoastalSouth Bancshares Stock?
NYSE: COSOFinanceMajor BanksUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 65.46%
- Held by insiders
- 12.40%
- Institutional holders
- 147
- Institutions 65.5%
- Insiders 12.4%
- Public and other 22.1%
Who owns CoastalSouth Bancshares stock?
Institutional investors own about 65.5% of CoastalSouth Bancshares's shares, spread across 147 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 12.40% of COSO.
The largest institutional holders are Patriot Financial Partners Gp II, L.P. (8.53%), Blackrock Inc. (7.21%) and Two Sigma Investments, LP (5.04%). Together, the top 10 institutions control 48.1% of shares outstanding. In their latest filings, 3 of the top 10 institutions increased their COSO positions and 7 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of COSO
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Patriot Financial Partners Gp II, L.P. | 691.37K | 8.53% | -40.4% |
| Blackrock Inc. | 584.20K | 7.21% | +18.7% |
| Two Sigma Investments, LP | 408.49K | 5.04% | +308.3% |
| Vanguard Capital Management LLC | 395.09K | 4.87% | -2.8% |
| North Reef Capital Management LP | 370.98K | 4.58% | +15.6% |
| Berkeley Capital Partners, LLC | 356.39K | 4.40% | -1.2% |
| Alliancebernstein L.P. | 347.55K | 4.29% | -12.6% |
| Mendon Capital Advisors Corp | 267.23K | 3.30% | -19.0% |
| Curi Capital LLC | 250.00K | 3.08% | -17.5% |
| Fourthstone LLC | 225.21K | 2.78% | -79.5% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of COSO
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 297.30K | 3.67% |
| RMB Investors Trust-RMB Mendon Financial Services Fund | 250.00K | 3.08% |
| iShares Trust-iShares Russell 2000 ETF | 211.05K | 2.60% |
| Fidelity Covington Trust-Fidelity Small-Mid Multifactor ETF | 91.60K | 1.13% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 85.46K | 1.05% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 84.35K | 1.04% |
| iShares Trust-iShares Russell 2000 Value ETF | 76.27K | 0.94% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | 47.31K | 0.58% |
| Goldman Sachs Trust-Goldman Sachs Small Cap Value Fund | 40.94K | 0.51% |
| Goldman Sachs Trust-Goldman Sachs Small Cap Value Insights Fund | 34.09K | 0.42% |
Frequently asked questions
Who is the largest shareholder of CoastalSouth Bancshares?
Patriot Financial Partners Gp II, L.P. is the largest institutional shareholder of COSO, owning 8.53% of shares outstanding (691.37K shares) as of its latest 13F filing.
What percentage of CoastalSouth Bancshares is owned by institutions?
Institutions own about 65.5% of COSO shares and 74.7% of the public float.
How much of CoastalSouth Bancshares do insiders own?
Insiders, such as officers and directors, own about 12.40% of COSO shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.