CoastalSouth Bancshares, Inc.
CoastalSouth Bancshares, Inc. (COSO) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · COSO · as of Sep 30, 2025
Ownership Breakdown
53
Institutional Holders
▲ 50 vs Q2
$141.82M
Total Inst. Value
▲ $127.30M vs Q2
12.04M
Shares Outstanding
freeFloat 74.88%
6.51M
13F Shares Held
▲ 5.83M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
COSO largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
EJF CAPITAL LLC state commercial banks | 930.2K | 8.29% | 8.29% | $20.29B | Nov 12, 2025 | NEW |
state commercial banks | 719.2K | 6.41% | 6.41% | $15.69B | Dec 19, 2025 | NEW |
ALLIANCEBERNSTEIN L.P. state commercial banks | 503.1K | 4.48% | 4.48% | $10.97B | Nov 14, 2025 | NEW |
AZORA CAPITAL LP state commercial banks | 399.1K | 3.56% | 3.56% | $8.70B | Nov 14, 2025 | NEW |
BERKELEY CAPITAL PARTNERS, LLC state commercial banks | 380.9K | 3.40% | 3.40% | $8.20B | Nov 10, 2025 | ▼ 14.2K |
FOURTHSTONE LLC state commercial banks | 378.1K | 3.37% | 3.37% | $8.25B | Nov 14, 2025 | NEW |
GOLDMAN SACHS GROUP INC state commercial banks | 353.0K | 3.15% | 3.15% | $7.70B | Nov 14, 2025 | NEW |
ENDEAVOUR CAPITAL ADVISORS INC state commercial banks | 336.9K | 3.00% | 3.00% | $7.35B | Nov 7, 2025 | NEW |
MENDON CAPITAL ADVISORS CORP state commercial banks | 332.3K | 2.96% | 2.96% | $7.24B | Nov 14, 2025 | NEW |
RMB CAPITAL MANAGEMENT, LLC state commercial banks | 306.5K | 2.73% | 2.73% | $6.69B | Nov 13, 2025 | NEW |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
1
Increased
+53.4K shares47
New Positions
first time holders2
Decreased
−176.1K shares0
Sold Out
fully exitedNet shares change (top 50)
122.6K
+53.4K / −176.1K
Net new holders
+46
47 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
COSO insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
0
Buy transactions
0
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Valduga Anthony P. CFO AND COO | May 6, 2026 | Sale | 4,558 | $25.84 | $117.8K | 86.1K | Form 4 ↗ |
Valduga Anthony P. CFO AND COO | May 6, 2026 | Gift | 2,000 | — | — | 84.1K | Form 4 ↗ |
Stone Stephen R. PRESIDENT AND CEO | Apr 27, 2026 | Tax Withhold | 5,022 | $25.59 | $128.5K | 132.4K | Form 4 ↗ |
Hemby Lauren M. CHIEF ACCOUNTING OFFICER | Apr 27, 2026 | Tax Withhold | 1,181 | $25.59 | $30.2K | 13.1K | Form 4 ↗ |
Valduga Anthony P. CFO AND COO | Apr 27, 2026 | Tax Withhold | 3,841 | $25.59 | $98.3K | 90.7K | Form 4 ↗ |
Turner Cameron Bradley CHIEF CREDIT OFFICER | Apr 27, 2026 | Tax Withhold | 1,169 | $25.59 | $29.9K | 8.8K | Form 4 ↗ |
Stone Stephen R. PRESIDENT AND CEO | Mar 9, 2026 | Purchase | 200 | $24.15 | $4.8K | 120.4K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
CoastalSouth Bancshares, Inc. (COSO) is primarily owned by institutional investors, who hold approximately 54.1% of total shares outstanding. Company insiders own approximately 25.12%, while retail and public investors account for the remaining 20.81%.
The largest institutional shareholder of CoastalSouth Bancshares, Inc. is EJF CAPITAL LLC, holding approximately 930,171 shares — equal to 8.29% of outstanding shares — as of September 30, 2025.
A total of 53 institutional investors currently hold COSO stock, with a combined institutional value of approximately $141,816,124 as of the most recent 13F filing period.
Frequently asked questions
COSO ownershipCoastalSouth Bancshares, Inc. (COSO) is primarily owned by institutional investors, who hold approximately 54.1% of shares. The largest shareholder is EJF CAPITAL LLC with a 8.29% stake. Company insiders hold 25.12%. Data sourced from SEC Form 13F as of September 30, 2025.