CoastalSouth Bancshares, Inc. (COSO) Ownership
COSO ownership summary
as of October 17, 2026- Institutions
- 66.0% of shares outstanding
- Insiders
- 12.40% of shares outstanding
- Shares outstanding
- 12.0M
- Float
- 8.9M shares available to trade
- Short interest
- 1.51% 160K shares short
- Days to cover
- 1.20 short interest up 3.0% vs prior month
- Institutions 66.00%
- Insiders 12.40%
- Other investors 21.60%
COSO top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Patriot Financial Partners GP II, LP | 5.78% | 691K | $18.4M | −467,844 (−40.4%) | June 30, 2026 |
| 2 | BlackRock Inc | 4.89% | 584K | $15.6M | +92,165 (+18.7%) | June 30, 2026 |
| 3 | Two Sigma Investments LLC | 3.42% | 408K | $10.9M | +308,434 (+308.3%) | June 30, 2026 |
| 4 | Vanguard Capital Management, LLC | 3.31% | 395K | $10.5M | −11,334 (−2.8%) | June 30, 2026 |
| 5 | North Reef Capital Management LP | 3.10% | 371K | $9.9M | +50,000 (+15.6%) | June 30, 2026 |
| 6 | Berkeley Capital Partners, LLC | 2.98% | 356K | $9.5M | −4,172 (−1.2%) | June 30, 2026 |
| 7 | AllianceBernstein L.P. | 2.91% | 348K | $9.3M | −50,027 (−12.6%) | June 30, 2026 |
| 8 | Mendon Capital Advisors Corp | 2.24% | 267K | $7.1M | −62,511 (−19.0%) | June 30, 2026 |
| 9 | Curi Capital, LLC | 2.09% | 250K | $6.7M | −52,950 (−17.5%) | June 30, 2026 |
| 10 | Fourthstone LLC | 1.88% | 225K | $6.0M | −875,293 (−79.5%) | June 30, 2026 |
| 11 | Raffles Associates LP | 1.88% | 224K | $6.0M | +102,995 (+84.9%) | June 30, 2026 |
| 12 | Geode Capital Management, LLC | 1.64% | 196K | $5.2M | +5,090 (+2.7%) | June 30, 2026 |
| 13 | EJF Capital LLC | 1.61% | 193K | $5.1M | — | June 30, 2026 |
| 14 | State Street Corp | 1.58% | 188K | $5.0M | +61,921 (+49.0%) | June 30, 2026 |
| 15 | Acadian Asset Management LLC | 1.45% | 174K | $4.6M | +101,107 (+139.0%) | June 30, 2026 |
| 16 | Qube Research & Technologies | 1.06% | 127K | $3.4M | +127,213 (0.0%) | June 30, 2026 |
| 17 | Morgan Stanley - Brokerage Accounts | 0.91% | 109K | $2.9M | +80,983 (+289.8%) | June 30, 2026 |
| 18 | Kitzinger Lautmann Capital Mgmt Inc | 0.90% | 108K | $2.9M | — | June 30, 2026 |
| 19 | The Goldman Sachs Group Inc | 0.77% | 92K | $2.4M | −166,611 (−64.5%) | June 30, 2026 |
| 20 | Bleakley Financial Group LLC | 0.76% | 90K | $2.4M | +2,171 (+2.5%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 10 holders added 932K shares and 8 cut 1.7M.
COSO top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Vanguard MStar Total Stk Mkt Idx Invest | 2.49% | 297K | $7.9M | — | August 31, 2026 |
| 2 | RMB Mendon Financial Services A | 2.09% | 250K | $6.7M | — | August 31, 2026 |
| 3 | iShares Russell 2000 ETF | 1.86% | 223K | $5.9M | +4,767 (+2.2%) | September 30, 2026 |
| 4 | Fidelity Small-Mid Multifactor ETF | 0.77% | 92K | $2.4M | — | September 30, 2026 |
| 5 | Fidelity Small Cap Index | 0.71% | 84K | $2.2M | +773 (+0.9%) | July 31, 2026 |
| 6 | iShares Russell 2000 Value ETF | 0.65% | 77K | $2.1M | +118 (+0.2%) | September 30, 2026 |
| 7 | Hotchkis & Wiley Sm Cp Divers Val I | 0.46% | 55K | $1.5M | +54,900 (0.0%) | August 31, 2026 |
| 8 | Vanguard Russell 2000 ETF | 0.40% | 47K | $1.3M | +1,327 (+2.9%) | August 31, 2026 |
| 9 | First Trust Dow Jones Sel MicroCap ETF | 0.31% | 37K | $981,520 | — | September 30, 2026 |
| 10 | Goldman Sachs Small Cp Val Insghts Instl | 0.29% | 34K | $908,632 | +34,095 (0.0%) | July 31, 2026 |
| 11 | Principal SmallCap Value II Instl | 0.28% | 34K | $906,633 | +33,346 (+4,947.5%) | August 31, 2026 |
| 12 | Fidelity Extended Market Index | 0.27% | 33K | $873,054 | −176 (−0.5%) | August 31, 2026 |
| 13 | BSF Systematic US Eq Abs Ret A2 USD | 0.23% | 27K | $732,822 | — | December 31, 2025 |
| 14 | iShares Micro-Cap ETF | 0.23% | 27K | $731,889 | −189 (−0.7%) | September 30, 2026 |
| 15 | CREF Total Global Stock Account R3 | 0.21% | 25K | $676,164 | — | July 31, 2026 |
| 16 | Fidelity® SAI Small-Mid Cap Momt Idx | 0.20% | 24K | $632,378 | +305 (+1.3%) | August 31, 2026 |
| 17 | Schwab Small Cap Index | 0.17% | 20K | $537,904 | — | August 31, 2026 |
| 18 | AST Small-Cap Equity Portfolio | 0.17% | 20K | $530,335 | +19,900 (0.0%) | August 31, 2026 |
| 19 | Multi-Manager Small Cap Eq Strat Inst | 0.16% | 19K | $506,350 | +19,000 (0.0%) | August 31, 2026 |
| 20 | Stt Strt SPDR® Russell2000 US SmCapETF | 0.16% | 19K | $504,378 | +896 (+5.0%) | August 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
COSO shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns COSO
Institutional investors own 66.0% of CoastalSouth Bancshares's shares and insiders 12.40%. The largest holder is Patriot Financial Partners GP II, LP with 5.78% of the shares (691K), as of June 30, 2026. Among the top 20 institutions, 10 added shares and 8 reduced their stake in the latest filings. Short interest is 1.51% of the float, or 1.20 days of average trading volume. The share count rose 117.2% since 2017.
Related: COSO analyst forecast, COSO key metrics. See the COSO stock overview for the latest quote and news.
COSO ownership FAQ
Who owns the most CoastalSouth Bancshares stock?
The largest shareholders of CoastalSouth Bancshares are Patriot Financial Partners GP II, LP (5.78%), BlackRock Inc (4.89%), Two Sigma Investments LLC (3.42%), Vanguard Capital Management, LLC (3.31%), North Reef Capital Management LP (3.10%).
What percentage of CoastalSouth Bancshares is owned by institutions?
Institutions hold 66.0% of CoastalSouth Bancshares's shares outstanding; insiders hold 12.40%.
Which funds own CoastalSouth Bancshares?
The largest fund holders of CoastalSouth Bancshares are Vanguard MStar Total Stk Mkt Idx Invest (2.49%), RMB Mendon Financial Services A (2.09%), iShares Russell 2000 ETF (1.86%), Fidelity Small-Mid Multifactor ETF (0.77%), Fidelity Small Cap Index (0.71%).
What is CoastalSouth Bancshares's short interest?
160K shares of CoastalSouth Bancshares were sold short, 1.51% of the float; at the average daily volume it would take 1.20 days to cover.
How many shares of CoastalSouth Bancshares are outstanding?
CoastalSouth Bancshares has 12.0M shares outstanding, of which 8.9M are in the public float.