Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in TCBX held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 942K | $35.6M | +0.9% | 6.807% | 0.00% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 595K | $22.5M | β | 4.301% | 0.00% |
| 3 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 495K | $18.7M | -1.8% | 3.576% | 0.03% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 473K | $17.9M | +6.2% | 3.416% | 0.00% |
| 5 | KENNEDY CAPITAL MANAGEMENT, INC. | 466K | $17.6M | +1.7% | 3.370% | 0.37% |
| 6 | AMERICAN CENTURY COMPANIES INC | 358K | $13.5M | +17.6% | 2.587% | 0.01% |
| 7 | STATE STREET CORP | 355K | $13.4M | +3.7% | 2.565% | 0.00% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 306K | $11.6M | +1.6% | 2.209% | 0.00% |
| 9 | ALLIANCEBERNSTEIN L.P. | 254K | $9.7M | +8.8% | 1.839% | 0.00% |
| 10 | Ategra Capital Management, LLC | 205K | $7.8M | +12.5% | 1.481% | 3.85% |
| 11 | Meridian Wealth Advisors, LLC | 191K | $7.2M | +910.4% | 1.378% | 0.95% |
| 12 | SEI INVESTMENTS CO | 179K | $6.8M | +172.5% | 1.290% | 0.01% |
| 13 | WELLINGTON MANAGEMENT GROUP LLP | 177K | $6.7M | -8.7% | 1.276% | 0.00% |
| 14 | BANC FUNDS CO LLC | 169K | $6.4M | +7.3% | 1.221% | 1.19% |
| 15 | STRATEGIC VALUE BANK PARTNERS LLC | 158K | $6.0M | β | 1.145% | 3.22% |
| 16 | WASATCH ADVISORS INC | 158K | $6.0M | 0.0% | 1.143% | 0.04% |
| 17 | Hillsdale Investment Management Inc. | 149K | $5.6M | -8.3% | 1.074% | 0.15% |
| 18 | Blue Trust, Inc. | 147K | $5.6M | 0.0% | 1.063% | 0.06% |
| 19 | MORGAN STANLEY | 137K | $5.2M | +45.6% | 0.993% | 0.00% |
| 20 | 1492 Capital Management LLC | 133K | $5.0M | +63.6% | 0.959% | 1.91% |
| 21 | GOLDMAN SACHS GROUP INC | 130K | $4.9M | +29.8% | 0.936% | 0.00% |
| 22 | Connor, Clark & Lunn Investment Management Ltd. | 121K | $4.6M | +3.2% | 0.875% | 0.01% |
| 23 | FRANKLIN RESOURCES INC | 111K | $4.2M | +0.4% | 0.799% | 0.00% |
| 24 | NORTHERN TRUST CORP | 110K | $4.2M | +4.8% | 0.794% | 0.00% |
| 25 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 100K | $3.8M | -14.1% | 0.722% | 0.08% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in TCBX β a direct measure of their conviction.
Filings activity in TCBX during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new TCBX position in Q1 2026
Institutions that fully closed their TCBX position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 146 | 0.7% | 61.12% | +4.99 pp | $339M | +8.9% |
| Q4 2025 | 147 | +4.3% | 56.13% | +1.68 pp | $311M | +3.1% |
| Q3 2025 | 141 | +6.0% | 54.45% | +8.74 pp | $302M | +19% |
| Q2 2025 | 133 | +5.6% | 45.71% | 0.56 pp | $254M | 1.2% |
| Q1 2025 | 126 | +2.4% | 46.27% | +3.49 pp | $257M | +8.2% |
| Q4 2024 | 123 | +35% | 42.78% | +12.74 pp | $237M | +42% |
| Q3 2024 | 91 | +12% | 30.04% | +9.06 pp | $167M | +43% |
| Q2 2024 | 81 | β | 20.98% | β | $116M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying TCBX stock.
Based on Q1 2026 13F filings, institutional ownership of Third Coast Bancshares, Inc. stands at 61.1%, held across 146 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of TCBX, with approximately 942,147 shares worth $0.04B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of TCBX.
Our composite Smart Money Score for TCBX is 43 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
26 institutions opened new positions in TCBX during Q1 2026, while 27 fully exited. 61 added to existing positions and 57 trimmed.
TCBX institutional ownership rose by 4.99 percentage points quarter-over-quarter, with a net change of -1 holders.
The top 10 institutions account for 49.7% of all reported 13F value in TCBX, and the top 25 account for 73.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Third Coast Bancshares, Inc. (TCBX) Institutional Ownership