Third Coast Bancshares, Inc.

TCBX • NASDAQ

Third Coast Bancshares, Inc. is a banks - regional company in the financial services sector on NASDAQ, led by Bart O. Caraway, with a market cap of $555.3M. As of Q3 2025, 59% of shares are held by 143 institutional investors, with BlackRock, Inc. as the largest holder at 6.65%.

Chairman, President and Chief Executive OfficerBart O. Caraway

Market Cap$555.3M

Banks - Regional

Financial Services

Employees365.0

Websitetcbssb.com

Country

United States of America

Overview

Overview of institutional ownership in TCBX as of Q3 2025 with a market cap of $526.3M

All Institutions

Institutions: 143
Value Held: $312.0M
Shares Held: 8.1M
Avg Position: $2.2M
Median Position: $525.1K

Hedge Funds

Hedge Funds: 19
Value Held: $28.5M
Shares Held: 750.4K
Avg Position: $1.5M
Median Position: $1.2M

Ownership Breakdown

Institutional (non-HF)

53.86%

$283.5M

Hedge Funds

5.41%

$28.5M

Retail & Other

40.72%

$214.3M

Based on market cap of $526.3M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in TCBX as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$35.0M 0.00% of portfolio	6.65% 921.6K shares	Q4 2021 Held for 3y 11m	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$24.8M 0.00% of portfolio	4.72% 653.8K shares	Q4 2021 Held for 3y 11m	$6.69T
KENNEDY CAPITAL MANAGEMENT, INC. Long Only Manager	Donald M Cobin CEO	$17.4M 0.39% of portfolio	3.30% 458.0K shares	Q2 2023 Held for 2y 5m	$4.5B
A ADAGE CAPITAL PARTNERS GP LLC Institution	-	$17.3M 0.03% of portfolio	3.28% 454.6K shares	Q4 2021 Held for 3y 11m	$63.0B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$15.9M 0.00% of portfolio	3.02% 418.0K shares	Q1 2023 Held for 2y 8m	$466.32B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$12.4M 0.00% of portfolio	2.36% 326.7K shares	Q4 2021 Held for 3y 11m	$2.88T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$11.9M 0.00% of portfolio	2.26% 313.2K shares	Q4 2021 Held for 3y 11m	$1.57T
ALLIANCEBERNSTEIN L.P. Long Only Manager	Seth Perry Bernstein CEO	$10.4M 0.00% of portfolio	1.98% 274.1K shares	Q4 2021 Held for 3y 11m	$317.45B
A AMERICAN CENTURY COMPANIES INC Institution	-	$10.3M 0.01% of portfolio	1.96% 272.2K shares	Q4 2022 Held for 2y 11m	$195.93B
WASATCH ADVISORS INC Long Only Manager	Michael Kenneth Yeates CEO	$7.5M 0.04% of portfolio	1.42% 196.3K shares	Q3 2024 Held for 1y 2m	$18.6B

Net Capital Flow

Institutional buying and selling activity for TCBX in Q3 2025

Traded: +$6.6M
Buyers: 67
Sellers: 65
Total Bought: +$36.0M
Total Sold: −$29.4M
Avg Position: $2.0M

Biggest Buyers

Institution	Net Bought	Current Position
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$5.1M +133.4K shares	$5.1M 133.4K shares
STATE STREET CORP Institution	+$3.7M +97.3K shares	$12.4M 326.7K shares
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC RIA/Wealth	+$3.5M +91.2K shares	$3.5M 91.2K shares
ACADIAN ASSET MANAGEMENT LLC Long Only Manager	+$2.6M +67.5K shares	$5.8M 153.7K shares
KENNEDY CAPITAL MANAGEMENT, INC. Long Only Manager	+$2.1M +54.7K shares	$17.4M 458.0K shares
Lighthouse Investment Partners, LLC Fund of Funds	+$1.9M +49.8K shares	$1.9M 49.8K shares
A AMERICAN CENTURY COMPANIES INC Institution	+$1.6M +41.3K shares	$10.3M 272.2K shares
LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC Long Only Manager	+$1.5M +38.9K shares	$1.5M 38.9K shares
FIRST TRUST ADVISORS LP ETF Provider	+$1.4M +37.7K shares	$1.8M 46.6K shares
EAM Investors, LLC Long Only Manager	+$979.1K +25.8K shares	$979.1K 25.8K shares

Biggest Sellers

Institution	Net Sold	Current Position
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$5.1M −134.8K shares	$2.5M 65.0K shares
WASATCH ADVISORS INC Long Only Manager	−$3.1M −82.2K shares	$7.5M 196.3K shares
A ADAGE CAPITAL PARTNERS GP LLC Institution	−$2.2M −57.3K shares	$17.3M 454.6K shares
Ategra Capital Management, LLC Hedge Fund•Sector	−$2.0M −52.3K shares	$6.9M 182.2K shares
ALLIANCEBERNSTEIN L.P. Long Only Manager	−$1.8M −47.2K shares	$10.4M 274.1K shares
B BANC FUNDS CO LLC Institution	−$1.4M −36.0K shares	$6.8M 179.4K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$1.2M −30.3K shares	$1.5M 39.4K shares
A AXA Institution	−$1.0M −31.3K shares	Sold Off 0 shares
N Nuveen, LLC Institution	−$1.0M −26.7K shares	$1.2M 32.8K shares
S Squarepoint Ops LLC Hedge Fund•Quant	−$989.0K −26.0K shares	$665.7K 17.5K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited TCBX in Q3 2025

New Positions: 17
New Value: $8.9M
Exited Positions: 14
Exited Value: $4.0M

New Positions

Institution	Position Value
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC RIA/Wealth	$3.5M 91.2K shares
Lighthouse Investment Partners, LLC Fund of Funds	$1.9M 49.8K shares
LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC Long Only Manager	$1.5M 38.9K shares
Creative Planning RIA/Wealth	$379.2K 10.0K shares
R Rafferty Asset Management, LLC Institution	$357.2K 9.4K shares
Integrated Quantitative Investments LLC Long Only Manager	$346.7K 9.1K shares
H HRT FINANCIAL LLC Institution	$268.1K 7.1K shares
Krilogy Financial LLC RIA/Wealth	$230.8K 6.2K shares
FCA CORP /TX RIA/Wealth	$227.8K 6.0K shares
Savant Capital, LLC RIA/Wealth	$211.5K 5.6K shares

Exited Positions

Institution	Previous Position
A AXA Institution	$1.0M 31.3K shares
Marshall Wace LLP Institution	$773.2K 23.7K shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	$448.2K 13.7K shares
PRINCIPAL FINANCIAL GROUP INC Institution	$444.4K 13.6K shares
Magnetar Financial LLC Hedge Fund•Multi-Strategy	$228.8K 7.0K shares
C Corton Capital Inc. Institution	$227.7K 7.0K shares
M Man Group plc Institution	$219.1K 6.7K shares
Summit Global Investments Long Only Manager	$214.3K 6.6K shares
D Dynamic Technology Lab Private Ltd Institution	$201.5K 6.2K shares
Aster Capital Management Ltd RIA/Wealth	$168.4K 5.2K shares

Options Activity

Institutions with the largest Call and Put options positions in TCBX as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with TCBX as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Ategra Capital Management, LLC Hedge Fund•Sector	Jacques [Nmn] Rebibo Chairman	4.91% $6.9M	1.31% 182.2K shares	Q3 2023 Held for 2y 2m	$140.8M
S SALZHAUER MICHAEL Institution	-	3.85% $7.3M	0.29% 40.3K shares	Q1 2022 Held for 3y 8m	$190.4M
John W. Rosenthal Capital Management, Inc. Hedge Fund•Long/Short	John William Rosenthal CEO	1.92% $1.9M	0.37% 51.0K shares	Q4 2022 Held for 2y 11m	$100.8M
B BANC FUNDS CO LLC Institution	-	1.66% $6.8M	1.29% 179.4K shares	Q4 2021 Held for 3y 11m	$411.3M
1492 Capital Management LLC Long Only Manager	Joseph Anthony Frohna Managing Partner	1.23% $3.1M	0.59% 81.1K shares	Q4 2024 Held for 11 months	$249.8M
Actinver Wealth Management, Inc. RIA/Wealth	Francisco Xavier Maza CEO	0.97% $1.2M	0.22% 30.8K shares	Q2 2025 Held for 5 months	$121.0M
Guided Capital Wealth Management, LLC RIA/Wealth	Kyle R Louvar Managing Partner	0.75% $878.4K	0.17% 23.1K shares	Q4 2024 Held for 11 months	$116.6M
KENNEDY CAPITAL MANAGEMENT, INC. Long Only Manager	Donald M Cobin CEO	0.39% $17.4M	3.30% 458.0K shares	Q2 2023 Held for 2y 5m	$4.5B
E EJF Capital LLC Institution	-	0.30% $525.4K	0.10% 13.8K shares	Q3 2024 Held for 1y 2m	$174.8M
K KDK Private Wealth Management, LLC RIA/Wealth	Deon Maryann Blaney Managing Partner	0.24% $237.3K	0.05% 6.3K shares	Q2 2025 Held for 5 months	$98.7M

Hedge Fund Spotlight

Discover hedge funds investing in TCBX

Quest Partners LLC

Hedge Fund • Quant Macro

Portfolio ManagerNigol (Nmn) Koulajian

Portfolio Value: $1.5B
Positions: 2,240
Last Reported: Q3 2025

Sector Allocation

Position in Third Coast Bancshares, Inc.

Market Value: $416.3K
Shares Held: 11.0K
Portfolio Weight: 0.03%
Owned Since: 2025-Q1

Top Holding	Sector	Market Value	Weight
1 iShares 7-10 Year Treasury Bond IEF	ETF ETF	$39.0M	2.54%
2 SPDR Portfolio Intermediate Term Treasury SPTI	ETF ETF	$6.5M	0.42%
3 SCHR Schwab Intermediately-Term U.S. Treasury SCHR	ETF ETF	$6.5M	0.42%

View full profile

Third Coast Bancshares, Inc.

Overview

All Institutions

Hedge Funds

Ownership Breakdown

Biggest Investors

Net Capital Flow

Biggest Buyers

Biggest Sellers

Entry and Exit Activity

New Positions

Exited Positions

Options Activity

Call Positions

Put Positions

Most Committed Institutions

Hedge Fund Spotlight

Position in Third Coast Bancshares, Inc.

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