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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, Q4 2022

Institutional positions in Capstone Holding Corp. as of Dec 31, 2022. 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
1
0 vs. Q3 2022
Shares held
1.79K
0 (0.0%) vs. Q3 2022
Total value
$35.0K
−$31.0K (−47.0%) vs. Q3 2022
New holders
0
0 more added
Sold out
0
0 more reduced

Compare with Q3 2022: 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.

Institutional holdersQ4 2022: 1 institution
Q1 2021: 1 institutionQ2 2021: 1 institutionQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 1 institutionQ3 2022: 1 institutionQ4 2022: 1 institutionQ1 2023: 1 institutionQ2 2023: 1 institutionQ3 2023: 1 institutionQ4 2023: 1 institutionQ1 2024: 1 institutionQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 3 institutionsQ2 2025: 5 institutionsQ3 2025: 8 institutionsQ4 2025: 6 institutionsQ1 2026: 7 institutionsQ2 2026: 9 institutions
Value heldQ4 2022: $35.0K
Q1 2021: $63.0KQ2 2021: $64.0KQ3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $66.0KQ3 2022: $66.0KQ4 2022: $35.0KQ1 2023: $35.7KQ2 2023: $13.4KQ3 2023: $13.4KQ4 2023: $9.29KQ1 2024: $9.29KQ2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $28.3KQ2 2025: $23.4KQ3 2025: $98.5KQ4 2025: $93.5KQ1 2026: $71.2KQ2 2026: $55.8K
Institutions holding CAPS and their total value by quarter
QuarterHoldersValue
Q2 20269$55.8K
Q1 20267$71.2K
Q4 20256$93.5K
Q3 20258$98.5K
Q2 20255$23.4K
Q1 20253$28.3K
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20241$9.29K
Q4 20231$9.29K
Q3 20231$13.4K
Q2 20231$13.4K
Q1 20231$35.7K
Q4 20221$35.0K
Q3 20221$66.0K
Q2 20221$66.0K
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20211$64.0K
Q1 20211$63.0K

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Capstone Holding Corp.; share changes are against Q3 2022.

Institutions holding CAPS in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Ancora Advisors, LLC1,786$35.0K0.00%00.0%Unchanged