Who owns Third Coast Bancshares (TCBX)
Which tracked institutional funds hold TCBX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TCBX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
40 tracked funds added or opened TCBX while 19 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
TCBX’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes TCBX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in TCBX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 136 tracked filers holding TCBX, 69 increased or opened the position and 69 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in TCBX between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- Ballast Asset Management, LP$3M
- Inspire Investing, LLC$683K
Full exits 8
- ACADIAN ASSET MANAGEMENT LLC$6M
- DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC$5M
- LOS ANGELES CAPITAL MANAGEMENT LLC$1M
- NOTTINGHAM ADVISORS, INC.$1M
- Integrated Quantitative Investments LLC$925K
- Thrivent Financial for Lutherans$618K
Largest adds
- Bank of New York Mellon Corp$12M
- BlackRock, Inc.$11M
- GEODE CAPITAL MANAGEMENT, LLC$4M
- STATE STREET CORP$4M
- AMERICAN CENTURY COMPANIES INC$4M
- Lighthouse Investment Partners, LLC$3M
Largest trims
- Hillsdale Investment Management Inc.$4M
- MILLENNIUM MANAGEMENT LLC$2M
- SEI INVESTMENTS CO$2M
- GOLDMAN SACHS GROUP INC$2M
- TUDOR INVESTMENT CORP ET AL$1M
- MARTINGALE ASSET MANAGEMENT L P$1M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 1,159,145 | $47M | 12.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 609,787 | $25M | 6.3% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 527,875 | $21M | 5.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 517,513 | $21M | 5.3% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 458,725 | $19M | 4.7% | 2026-Q2 |
| STATE STREET CORP added | 430,896 | $17M | 4.5% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 430,183 | $17M | 4.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 395,884 | $16M | 4.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 335,465 | $14M | 3.5% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 268,553 | $10M | 2.6% | 2026-Q2 |
| Ategra Capital Management, LLC added | 261,387 | $11M | 2.7% | 2026-Q2 |
| Meridian Wealth Advisors, LLC trimmed | 180,469 | $7M | 1.9% | 2026-Q2 |
| 1492 Capital Management LLC added | 174,205 | $7M | 1.8% | 2026-Q2 |
| BANC FUNDS CO LLC | 169,064 | $7M | 1.7% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 167,053 | $7M | 1.7% | 2026-Q2 |
| WASATCH ADVISORS LP added | 166,315 | $7M | 1.7% | 2026-Q2 |
| Blue Trust, Inc. | 147,082 | $6M | 1.5% | 2026-Q2 |
| STRATEGIC VALUE BANK PARTNERS LLC trimmed | 146,474 | $6M | 1.5% | 2026-Q2 |
| Lighthouse Investment Partners, LLC added | 141,831 | $6M | 1.5% | 2026-Q2 |
| NORTHERN TRUST CORP added | 137,720 | $6M | 1.4% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 123,850 | $5M | 1.3% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 122,555 | $5M | 1.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 111,449 | $5M | 1.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 110,242 | $4M | 1.1% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 104,596 | $4M | 1.1% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 97,437 | $4M | 1.0% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 88,214 | $4M | 0.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 87,432 | $4M | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 82,013 | $3M | 0.8% | 2026-Q2 |
| Ballast Asset Management, LP new | 80,250 | $3M | 0.8% | 2026-Q2 |
| Valeo Financial Advisors, LLC added | 78,616 | $3M | 0.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 71,994 | $3M | 0.7% | 2026-Q2 |
| UBS Group AG added | 71,214 | $3M | 0.7% | 2026-Q2 |
| Empowered Funds, LLC added | 68,596 | $3M | 0.7% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 66,715 | $3M | 0.7% | 2026-Q2 |
| SALZHAUER MICHAEL added | 61,899 | $3M | 0.6% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 61,524 | $2M | 0.6% | 2026-Q2 |
| CITIGROUP INC added | 56,506 | $2M | 0.6% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 54,651 | $2M | 0.6% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 53,886 | $2M | 0.6% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 53,364 | $2M | 0.6% | 2026-Q2 |
| Rosenthal | Henry Capital Advisors, Inc. | 51,000 | $2M | 0.5% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 50,110 | $2M | 0.5% | 2026-Q2 |
| TRUIST FINANCIAL CORP | 50,000 | $2M | 0.5% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 45,321 | $2M | 0.5% | 2026-Q2 |
| Annex Advisory Services, LLC trimmed | 43,273 | $2M | 0.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 43,183 | $2M | 0.4% | 2026-Q2 |
| Daytona Street Capital LLC added | 41,900 | $2M | 0.4% | 2026-Q2 |
| Hillsdale Investment Management Inc. trimmed | 38,600 | $2M | 0.4% | 2026-Q2 |
| Quantinno Capital Management LP added | 33,519 | $1M | 0.3% | 2026-Q2 |
| Creative Planning added | 33,067 | $1M | 0.3% | 2026-Q2 |
| GLOBEFLEX CAPITAL L P trimmed | 29,564 | $1M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 29,555 | $1M | 0.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 29,331 | $1M | 0.3% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P trimmed | 28,673 | $1M | 0.3% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 28,566 | $1M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 24,470 | $989K | 0.3% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 23,529 | $951K | 0.2% | 2026-Q2 |
| BROWN ADVISORY INC | 22,728 | $918K | 0.2% | 2026-Q2 |
| Guided Capital Wealth Management, LLC trimmed | 22,235 | $898K | 0.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 21,374 | $864K | 0.2% | 2026-Q2 |
| DOLIVER ADVISORS, LP added | 21,107 | $853K | 0.2% | 2026-Q2 |
| Penn Capital Management Company, LLC added | 20,812 | $841K | 0.2% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 20,373 | $823K | 0.2% | 2026-Q2 |
| XTX Topco Ltd added | 19,850 | $802K | 0.2% | 2026-Q2 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 19,108 | $772K | 0.2% | 2026-Q2 |
| Invesco Ltd. trimmed | 19,071 | $770K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 18,713 | $756K | 0.2% | 2026-Q2 |
| STRS OHIO added | 18,300 | $739K | 0.2% | 2026-Q2 |
| Man Group plc trimmed | 18,105 | $731K | 0.2% | 2026-Q2 |
| STEPHENS INC /AR/ | 17,064 | $689K | 0.2% | 2026-Q2 |
| Inspire Investing, LLC trimmed | 16,907 | $683K | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 16,369 | $660K | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 15,218 | $615K | 0.2% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 14,349 | $580K | 0.1% | 2026-Q2 |
| Inscription Capital, LLC trimmed | 14,111 | $570K | 0.1% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 13,462 | $544K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 13,054 | $527K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 12,804 | $518K | 0.1% | 2026-Q2 |
| EJF Capital LP trimmed | 12,473 | $504K | 0.1% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD | 11,600 | $469K | 0.1% | 2026-Q2 |
| Verdence Capital Advisors LLC new | 11,355 | $459K | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 10,242 | $414K | 0.1% | 2026-Q2 |
| MANGROVE PARTNERS IM, LLC | 10,195 | $412K | 0.1% | 2026-Q2 |
| Harbor Advisors LLC new | 10,000 | $404K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 8,780 | $355K | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 8,736 | $353K | 0.1% | 2026-Q2 |
| Krilogy Financial LLC added | 8,145 | $329K | 0.1% | 2026-Q2 |
| EntryPoint Capital, LLC | 7,736 | $313K | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 7,321 | $296K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 7,147 | $289K | 0.1% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 7,079 | $286K | 0.1% | 2026-Q2 |
| Rafferty Asset Management, LLC trimmed | 6,959 | $281K | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 6,909 | $279K | 0.1% | 2026-Q2 |
| Waterloo Capital, L.P. new | 6,234 | $252K | 0.1% | 2026-Q2 |
| Cornerstone Investment Partners, LLC trimmed | 6,105 | $247K | 0.1% | 2026-Q2 |
| FCA CORP /TX | 6,000 | $242K | 0.1% | 2026-Q2 |
| Savant Capital, LLC new | 5,782 | $226K | 0.1% | 2026-Q2 |
| Waterway Wealth Management, LLC | 5,500 | $222K | 0.1% | 2026-Q2 |
| Custos Family Office, LLC | 5,295 | $214K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.