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Institutional Ownership · SEC Form 13F

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.

150
Institutional holders
9M
Shares held (tracked funds)
67.2%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. added942,147$36M9.2%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new595,291$23M5.8%2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed494,913$19M4.8%2026-Q1
DIMENSIONAL FUND ADVISORS LP added472,808$18M4.6%2026-Q1
KENNEDY CAPITAL MANAGEMENT LLC added466,457$18M4.6%2026-Q1
AMERICAN CENTURY COMPANIES INC added358,091$14M3.5%2026-Q1
STATE STREET CORP added355,088$13M3.5%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added305,746$12M3.0%2026-Q1
ALLIANCEBERNSTEIN L.P. added254,483$10M2.5%2026-Q1
Ategra Capital Management, LLC added204,923$8M2.0%2026-Q1
Meridian Wealth Advisors, LLC added190,792$7M1.9%2026-Q1
SEI INVESTMENTS CO added178,570$7M1.7%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed176,583$7M1.7%2026-Q1
BANC FUNDS CO LLC added169,064$6M1.7%2026-Q1
ACADIAN ASSET MANAGEMENT LLC added160,466$6M1.6%2026-Q1
STRATEGIC VALUE BANK PARTNERS LLC new158,469$6M1.6%2026-Q1
WASATCH ADVISORS LP158,155$6M1.5%2026-Q1
Hillsdale Investment Management Inc. trimmed148,600$6M1.5%2026-Q1
Blue Trust, Inc.147,082$6M1.4%2026-Q1
MORGAN STANLEY added137,483$5M1.3%2026-Q1
1492 Capital Management LLC added132,762$5M1.3%2026-Q1
GOLDMAN SACHS GROUP INC added129,575$5M1.3%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. added121,095$5M1.2%2026-Q1
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC added119,710$5M1.2%2026-Q1
FRANKLIN RESOURCES INC added110,519$4M1.1%2026-Q1
NORTHERN TRUST CORP added109,946$4M1.1%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed99,877$4M1.0%2026-Q1
BANK OF AMERICA CORP /DE/ added92,954$4M0.9%2026-Q1
JACOBS LEVY EQUITY MANAGEMENT, INC added83,981$3M0.8%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new81,264$3M0.8%2026-Q1
VANGUARD FIDUCIARY TRUST CO new79,516$3M0.8%2026-Q1
AMERIPRISE FINANCIAL INC trimmed76,540$3M0.7%2026-Q1
Qube Research & Technologies Ltd added76,068$3M0.7%2026-Q1
PRUDENTIAL FINANCIAL INC added69,675$3M0.7%2026-Q1
Valeo Financial Advisors, LLC new64,829$2M0.6%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed64,314$2M0.6%2026-Q1
Empowered Funds, LLC added63,877$2M0.6%2026-Q1
Lighthouse Investment Partners, LLC added60,330$2M0.6%2026-Q1
MARTINGALE ASSET MANAGEMENT L P added58,407$2M0.6%2026-Q1
Rosenthal | Henry Capital Advisors, Inc.51,000$2M0.5%2026-Q1
CITIGROUP INC added51,393$2M0.5%2026-Q1
Bank of New York Mellon Corp trimmed51,002$2M0.5%2026-Q1
TRUIST FINANCIAL CORP50,000$2M0.5%2026-Q1
Annex Advisory Services, LLC trimmed44,978$2M0.4%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added44,900$2M0.4%2026-Q1
AQR CAPITAL MANAGEMENT LLC added44,764$2M0.4%2026-Q1
TUDOR INVESTMENT CORP ET AL trimmed44,429$2M0.4%2026-Q1
LAZARD ASSET MANAGEMENT LLC added43,147$2M0.4%2026-Q1
UBS Group AG added41,255$2M0.4%2026-Q1
SALZHAUER MICHAEL added40,753$2M0.4%2026-Q1
Russell Investments Group, Ltd. added40,518$2M0.4%2026-Q1
FIRST TRUST ADVISORS LP added40,207$2M0.4%2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLC added38,280$1M0.4%2026-Q1
NOTTINGHAM ADVISORS, INC. new37,423$1M0.4%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed36,720$1M0.4%2026-Q1
Daytona Street Capital LLC new33,400$1M0.3%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed34,137$1M0.3%2026-Q1
GLOBEFLEX CAPITAL L P added31,861$1M0.3%2026-Q1
Creative Planning added28,205$1M0.3%2026-Q1
BNP PARIBAS ASSET MANAGEMENT Holding S.A.26,859$1M0.3%2026-Q1
ALGERT GLOBAL LLC added25,098$949K0.2%2026-Q1
Guided Capital Wealth Management, LLC trimmed24,635$932K0.2%2026-Q1
Integrated Quantitative Investments LLC added24,449$925K0.2%2026-Q1
BROWN ADVISORY INC new22,728$860K0.2%2026-Q1
JPMORGAN CHASE & CO trimmed20,696$775K0.2%2026-Q1
Corient Private Wealth LLC added20,400$772K0.2%2026-Q1
DOLIVER ADVISORS, LP20,250$766K0.2%2026-Q1
Invesco Ltd. trimmed19,639$743K0.2%2026-Q1
EMERALD MUTUAL FUND ADVISERS TRUST19,108$723K0.2%2026-Q1
Penn Capital Management Company, LLC18,924$716K0.2%2026-Q1
Nuveen, LLC trimmed18,690$707K0.2%2026-Q1
Man Group plc added18,441$698K0.2%2026-Q1
Quantinno Capital Management LP added17,920$678K0.2%2026-Q1
STEPHENS INC /AR/ added17,064$646K0.2%2026-Q1
RHUMBLINE ADVISERS added16,952$641K0.2%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD trimmed16,889$639K0.2%2026-Q1
Thrivent Financial for Lutherans16,344$618K0.2%2026-Q1
STRS OHIO added16,100$609K0.2%2026-Q1
Inscription Capital, LLC trimmed15,608$590K0.2%2026-Q1
Legato Capital Management LLC trimmed15,317$579K0.2%2026-Q1
CITADEL ADVISORS LLC trimmed14,676$555K0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added13,315$504K0.1%2026-Q1
EJF Capital LP trimmed12,761$483K0.1%2026-Q1
VANGUARD GROUP INC added666,690$25M6.6%2025-Q4 stale
RAYMOND JAMES FINANCIAL INC added81,295$3M0.7%2025-Q1 stale
AlphaCore Capital LLC41,565$2M0.4%2025-Q4 stale
MARSHALL WACE, LLP added38,649$1M0.4%2025-Q4 stale
Focus Partners Wealth added41,699$1M0.4%2025-Q1 stale
TWO SIGMA ADVISERS, LP trimmed33,700$1M0.3%2025-Q4 stale
Trexquant Investment LP trimmed31,682$1M0.3%2025-Q3 stale
Inspire Investing, LLC added31,020$1M0.3%2025-Q4 stale
ALTERNA WEALTH MANAGEMENT, INC30,787$1M0.3%2025-Q3 stale
AXA S.A.31,328$1M0.3%2025-Q2 stale
AXA Investment Managers S.A. new26,859$1M0.3%2025-Q3 stale
JANE STREET GROUP, LLC added26,305$1,000K0.3%2025-Q4 stale
PANAGORA ASSET MANAGEMENT INC trimmed23,916$798K0.2%2025-Q1 stale
Universal- Beteiligungs- und Servicegesellschaft mbH23,331$779K0.2%2025-Q1 stale
Informed Momentum Co LLC trimmed20,158$766K0.2%2025-Q4 stale
AlphaQuest LLC added12,709$483K0.1%2025-Q4 stale
Brandywine Global Investment Management, LLC added12,390$471K0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership