Who owns Third Coast Bancshares, Inc. (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-Q1 13F filings (latest filed 2026-05-18). 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
31 tracked funds added or opened TCBX while 19 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 2025-Q4 and 2026-Q1, across 150 tracked filers holding TCBX, 86 increased or opened the position and 62 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 2025-Q4 and 2026-Q1 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 10
- VANGUARD CAPITAL MANAGEMENT LLC$23M
- STRATEGIC VALUE BANK PARTNERS LLC$6M
- VANGUARD PORTFOLIO MANAGEMENT LLC$3M
- VANGUARD FIDUCIARY TRUST CO$3M
- Valeo Financial Advisors, LLC$2M
- NOTTINGHAM ADVISORS, INC.$1M
Full exits 7
- VANGUARD GROUP INC$25M
- AlphaCore Capital LLC$2M
- MARSHALL WACE, LLP$1M
- TWO SIGMA ADVISERS, LP$1M
- Inspire Investing, LLC$1M
- JANE STREET GROUP, LLC$1,000K
Largest adds
- Meridian Wealth Advisors, LLC$6M
- SEI INVESTMENTS CO$4M
- AMERICAN CENTURY COMPANIES INC$2M
- 1492 Capital Management LLC$2M
- MORGAN STANLEY$2M
- CITIGROUP INC$1M
Largest trims
- Invesco Ltd.$3M
- JPMORGAN CHASE & CO$2M
- WELLINGTON MANAGEMENT GROUP LLP$668K
- BARCLAYS PLC$645K
- BRIDGEWAY CAPITAL MANAGEMENT, LLC$642K
- Hillsdale Investment Management Inc.$540K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 942,147 | $36M | 9.2% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 595,291 | $23M | 5.8% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 494,913 | $19M | 4.8% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 472,808 | $18M | 4.6% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 466,457 | $18M | 4.6% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 358,091 | $14M | 3.5% | 2026-Q1 |
| STATE STREET CORP added | 355,088 | $13M | 3.5% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 305,746 | $12M | 3.0% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 254,483 | $10M | 2.5% | 2026-Q1 |
| Ategra Capital Management, LLC added | 204,923 | $8M | 2.0% | 2026-Q1 |
| Meridian Wealth Advisors, LLC added | 190,792 | $7M | 1.9% | 2026-Q1 |
| SEI INVESTMENTS CO added | 178,570 | $7M | 1.7% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 176,583 | $7M | 1.7% | 2026-Q1 |
| BANC FUNDS CO LLC added | 169,064 | $6M | 1.7% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 160,466 | $6M | 1.6% | 2026-Q1 |
| STRATEGIC VALUE BANK PARTNERS LLC new | 158,469 | $6M | 1.6% | 2026-Q1 |
| WASATCH ADVISORS LP | 158,155 | $6M | 1.5% | 2026-Q1 |
| Hillsdale Investment Management Inc. trimmed | 148,600 | $6M | 1.5% | 2026-Q1 |
| Blue Trust, Inc. | 147,082 | $6M | 1.4% | 2026-Q1 |
| MORGAN STANLEY added | 137,483 | $5M | 1.3% | 2026-Q1 |
| 1492 Capital Management LLC added | 132,762 | $5M | 1.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 129,575 | $5M | 1.3% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 121,095 | $5M | 1.2% | 2026-Q1 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC added | 119,710 | $5M | 1.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 110,519 | $4M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 109,946 | $4M | 1.1% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 99,877 | $4M | 1.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 92,954 | $4M | 0.9% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 83,981 | $3M | 0.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 81,264 | $3M | 0.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 79,516 | $3M | 0.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 76,540 | $3M | 0.7% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 76,068 | $3M | 0.7% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 69,675 | $3M | 0.7% | 2026-Q1 |
| Valeo Financial Advisors, LLC new | 64,829 | $2M | 0.6% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 64,314 | $2M | 0.6% | 2026-Q1 |
| Empowered Funds, LLC added | 63,877 | $2M | 0.6% | 2026-Q1 |
| Lighthouse Investment Partners, LLC added | 60,330 | $2M | 0.6% | 2026-Q1 |
| MARTINGALE ASSET MANAGEMENT L P added | 58,407 | $2M | 0.6% | 2026-Q1 |
| Rosenthal | Henry Capital Advisors, Inc. | 51,000 | $2M | 0.5% | 2026-Q1 |
| CITIGROUP INC added | 51,393 | $2M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 51,002 | $2M | 0.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP | 50,000 | $2M | 0.5% | 2026-Q1 |
| Annex Advisory Services, LLC trimmed | 44,978 | $2M | 0.4% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 44,900 | $2M | 0.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 44,764 | $2M | 0.4% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL trimmed | 44,429 | $2M | 0.4% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 43,147 | $2M | 0.4% | 2026-Q1 |
| UBS Group AG added | 41,255 | $2M | 0.4% | 2026-Q1 |
| SALZHAUER MICHAEL added | 40,753 | $2M | 0.4% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 40,518 | $2M | 0.4% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 40,207 | $2M | 0.4% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 38,280 | $1M | 0.4% | 2026-Q1 |
| NOTTINGHAM ADVISORS, INC. new | 37,423 | $1M | 0.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 36,720 | $1M | 0.4% | 2026-Q1 |
| Daytona Street Capital LLC new | 33,400 | $1M | 0.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 34,137 | $1M | 0.3% | 2026-Q1 |
| GLOBEFLEX CAPITAL L P added | 31,861 | $1M | 0.3% | 2026-Q1 |
| Creative Planning added | 28,205 | $1M | 0.3% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 26,859 | $1M | 0.3% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 25,098 | $949K | 0.2% | 2026-Q1 |
| Guided Capital Wealth Management, LLC trimmed | 24,635 | $932K | 0.2% | 2026-Q1 |
| Integrated Quantitative Investments LLC added | 24,449 | $925K | 0.2% | 2026-Q1 |
| BROWN ADVISORY INC new | 22,728 | $860K | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 20,696 | $775K | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC added | 20,400 | $772K | 0.2% | 2026-Q1 |
| DOLIVER ADVISORS, LP | 20,250 | $766K | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 19,639 | $743K | 0.2% | 2026-Q1 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 19,108 | $723K | 0.2% | 2026-Q1 |
| Penn Capital Management Company, LLC | 18,924 | $716K | 0.2% | 2026-Q1 |
| Nuveen, LLC trimmed | 18,690 | $707K | 0.2% | 2026-Q1 |
| Man Group plc added | 18,441 | $698K | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 17,920 | $678K | 0.2% | 2026-Q1 |
| STEPHENS INC /AR/ added | 17,064 | $646K | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 16,952 | $641K | 0.2% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 16,889 | $639K | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans | 16,344 | $618K | 0.2% | 2026-Q1 |
| STRS OHIO added | 16,100 | $609K | 0.2% | 2026-Q1 |
| Inscription Capital, LLC trimmed | 15,608 | $590K | 0.2% | 2026-Q1 |
| Legato Capital Management LLC trimmed | 15,317 | $579K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 14,676 | $555K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 13,315 | $504K | 0.1% | 2026-Q1 |
| EJF Capital LP trimmed | 12,761 | $483K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 666,690 | $25M | 6.6% | 2025-Q4 stale |
| RAYMOND JAMES FINANCIAL INC added | 81,295 | $3M | 0.7% | 2025-Q1 stale |
| AlphaCore Capital LLC | 41,565 | $2M | 0.4% | 2025-Q4 stale |
| MARSHALL WACE, LLP added | 38,649 | $1M | 0.4% | 2025-Q4 stale |
| Focus Partners Wealth added | 41,699 | $1M | 0.4% | 2025-Q1 stale |
| TWO SIGMA ADVISERS, LP trimmed | 33,700 | $1M | 0.3% | 2025-Q4 stale |
| Trexquant Investment LP trimmed | 31,682 | $1M | 0.3% | 2025-Q3 stale |
| Inspire Investing, LLC added | 31,020 | $1M | 0.3% | 2025-Q4 stale |
| ALTERNA WEALTH MANAGEMENT, INC | 30,787 | $1M | 0.3% | 2025-Q3 stale |
| AXA S.A. | 31,328 | $1M | 0.3% | 2025-Q2 stale |
| AXA Investment Managers S.A. new | 26,859 | $1M | 0.3% | 2025-Q3 stale |
| JANE STREET GROUP, LLC added | 26,305 | $1,000K | 0.3% | 2025-Q4 stale |
| PANAGORA ASSET MANAGEMENT INC trimmed | 23,916 | $798K | 0.2% | 2025-Q1 stale |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 23,331 | $779K | 0.2% | 2025-Q1 stale |
| Informed Momentum Co LLC trimmed | 20,158 | $766K | 0.2% | 2025-Q4 stale |
| AlphaQuest LLC added | 12,709 | $483K | 0.1% | 2025-Q4 stale |
| Brandywine Global Investment Management, LLC added | 12,390 | $471K | 0.1% | 2025-Q4 stale |
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.