Capstone Holding Corp.
CAPS- Exchange
- Nasdaq
- Industry
- Wholesale-Lumber & Other Construction Materials
- SEC CIK
- 0000887151
In the last 90 days, Capstone Holding Corp. insiders filed 3 open-market purchases and 0 sales; 9 institutions reported holding it in 13F filings for Q2 2026, worth $55.8K in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Capstone Holding Corp. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 9
- +2 vs. Q1 2026
- Shares held
- 208.2K
- +101.9K (+95.9%) vs. Q1 2026
- Total value
- $55.8K
- −$15.4K (−21.7%) vs. Q1 2026
- New holders
- 7
- 0 more added
- Sold out
- 5
- 1 more reduced
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CAPS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 9 | $55.8K |
| Q1 2026 | 7 | $71.2K |
| Q4 2025 | 6 | $93.5K |
| Q3 2025 | 8 | $98.5K |
| Q2 2025 | 5 | $23.4K |
| Q1 2025 | 3 | $28.3K |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 1 | $9.29K |
| Q4 2023 | 1 | $9.29K |
| Q3 2023 | 1 | $13.4K |
| Q2 2023 | 1 | $13.4K |
| Q1 2023 | 1 | $35.7K |
| Q4 2022 | 1 | $35.0K |
| Q3 2022 | 1 | $66.0K |
| Q2 2022 | 1 | $66.0K |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 1 | $64.0K |
| Q1 2021 | 1 | $63.0K |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Capstone Holding Corp.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Geode Capital Management, LLC | 61,497 | $15.6K | 0.00% | −205−0.3% | Reduced |
| StoneX Group Inc. | 39,464 | $12.8K | 0.00% | +39,464 | New |
| Jane Street Group, LLC | 46,776 | $11.9K | 0.00% | +46,776 | New |
| HRT Financial LP | 21,973 | $5.00K | 0.00% | +21,973 | New |
| Goldman Sachs Group Inc | 15,929 | $4.05K | 0.00% | +15,929 | New |
| Northern Trust Corp | 10,959 | $2.78K | 0.00% | +10,959 | New |
| Ground Swell Capital, LLC | 10,448 | $2.65K | 0.00% | +10,448 | New |
| Kerr Financial Planning Corp | 75 | $690 | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1,123 | $285 | 0.00% | +1,123 | New |
| XTX Topco Ltd | 0 | $0 | 0.00% | −23,220−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −21,247−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Morgan Stanley | 0 | $0 | 0.00% | −1−100.0% | Sold out |