Capital Bancorp Inc
CBNK- Exchange
- Nasdaq
- Industry
- National Commercial Banks
- SEC CIK
- 0001419536
No open-market purchases or sales by Capital Bancorp Inc insiders were filed in the last 90 days; 126 institutions reported holding it in 13F filings for Q2 2026, worth $257.4M in total; no superinvestor holds it.
13F holders, Q3 2025
Institutional positions in Capital Bancorp Inc as of Sep 30, 2025. 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
- 113
- +2 vs. Q2 2025
- Shares held
- 6.72M
- +34.3K (+0.5%) vs. Q2 2025
- Total value
- $214.5M
- −$10.2M (−4.5%) vs. Q2 2025
- New holders
- 13
- 42 more added
- Sold out
- 11
- 36 more reduced
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CBNK 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 | 126 | $257.4M |
| Q1 2026 | 122 | $211.5M |
| Q4 2025 | 113 | $183.0M |
| Q3 2025 | 113 | $214.5M |
| Q2 2025 | 111 | $224.7M |
| Q1 2025 | 108 | $175.9M |
| Q4 2024 | 102 | $169.5M |
| Q3 2024 | 86 | $135.5M |
| Q2 2024 | 80 | $102.4M |
| Q1 2024 | 73 | $95.6M |
| Q4 2023 | 72 | $107.8M |
| Q3 2023 | 70 | $83.8M |
| Q2 2023 | 66 | $78.4M |
| Q1 2023 | 65 | $70.8M |
| Q4 2022 | 72 | $106.0M |
| Q3 2022 | 72 | $105.9M |
| Q2 2022 | 73 | $101.1M |
| Q1 2022 | 73 | $104.6M |
| Q4 2021 | 75 | $120.3M |
| Q3 2021 | 68 | $106.8M |
| Q2 2021 | 68 | $87.4M |
| Q1 2021 | 53 | $69.7M |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Capital Bancorp Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 2 | $64 | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 3 | $109 | 0.00% | +3 | New |
| Clearstead Advisors, LLC | 4 | $128 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5 | $160 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $224 | 0.00% | +7 | New |
| Nisa Investment Advisors, LLC | 16 | $510 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 41 | $1.31K | 0.00% | +20+95.2% | Added |
| Allworth Financial LP | 45 | $1.44K | 0.00% | +18+66.7% | Added |
| Quadrant Capital Group LLC | 50 | $1.59K | 0.00% | +50 | New |
| Essential Partners LLC | 59 | $1.88K | 0.00% | +26+78.8% | Added |
| Covestor Ltd | 57 | $2.00K | 0.00% | +12+26.7% | Added |
| Signaturefd, LLC | 100 | $3.19K | 0.00% | −16−13.8% | Reduced |
| Optiver Holding B.V. | 106 | $3.38K | 0.00% | +106 | New |
| SJS Investment Consulting Inc. | 120 | $3.84K | 0.00% | +26+27.7% | Added |
| EverSource Wealth Advisors, LLC | 127 | $4.05K | 0.00% | −4−3.1% | Reduced |
| Harbor Capital Advisors, Inc. | 195 | $6.00K | 0.00% | +14+7.7% | Added |
| SRS Capital Advisors, Inc. | 210 | $6.70K | 0.00% | +210 | New |
| Harbour Investments, Inc. | 276 | $8.80K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 317 | $10.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 350 | $11.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 433 | $13.8K | 0.00% | −664−60.5% | Reduced |
| Sterling Capital Management LLC | 637 | $20.3K | 0.00% | +384+151.8% | Added |
| State of Alaska, Department of Revenue | 672 | $21.0K | 0.00% | +672 | New |
| California State Teachers Retirement System | 668 | $21.3K | 0.00% | +1+0.1% | Added |
| Quest Partners LLC | 698 | $22.3K | 0.00% | +698 | New |
| FMR LLC | 740 | $23.6K | 0.00% | −1−0.1% | Reduced |
| Royal Bank of Canada | 838 | $26.0K | 0.00% | −6,446−88.5% | Reduced |
| Advisory Services Network, LLC | 906 | $28.9K | 0.00% | +906 | New |
| Legal & General Group Plc | 1,114 | $35.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,195 | $38.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,276 | $41.0K | 0.00% | +222+21.1% | Added |
| Aquatic Capital Management LLC | 1,905 | $60.8K | 0.00% | +1,905 | New |
| New York State Common Retirement Fund | 3,180 | $101.4K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 3,291 | $105.0K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 3,677 | $117.3K | 0.00% | +976+36.1% | Added |
| Simplex Trading, LLC | 4,114 | $131.0K | 0.00% | −4,316−51.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 5,361 | $171.0K | 0.00% | −1,049−16.4% | Reduced |
| Citigroup Inc | 5,467 | $174.4K | 0.00% | +1,472+36.8% | Added |
| Federated Hermes, Inc. | 5,518 | $176.0K | 0.00% | +1,373+33.1% | Added |
| Globeflex Capital L P | 6,017 | $191.9K | 0.03% | −12,247−67.1% | Reduced |
| MetLife Investment Management | 7,100 | $226.5K | 0.00% | 00.0% | Unchanged |
| Praetorian Wealth Management, Inc. | 7,184 | $229.2K | 0.05% | +7,184 | New |
| Arete Wealth Advisors, LLC | 7,800 | $249.0K | 0.02% | +850+12.2% | Added |
| Los Angeles Capital Management LLC | 8,265 | $263.7K | 0.00% | −1,120−11.9% | Reduced |
| Jump Financial, LLC | 8,300 | $264.8K | 0.00% | −874−9.5% | Reduced |
| Wells Fargo & Company | 8,584 | $273.8K | 0.00% | +1,391+19.3% | Added |
| Comerica Bank | 10,160 | $324.1K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 10,312 | $329.0K | 0.00% | +3,821+58.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 10,944 | $329.7K | 0.00% | +73+0.7% | Added |
| LSV Asset Management | 10,500 | $335.0K | 0.00% | −1,900−15.3% | Reduced |
| Jane Street Group, LLC | 11,356 | $362.3K | 0.00% | +11,356 | New |
| Harbor Advisors LLC | 11,517 | $367.4K | 0.06% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 11,700 | $373.2K | 0.00% | −21,710−65.0% | Reduced |
| Bank of America Corp | 13,857 | $442.0K | 0.00% | −23,745−63.1% | Reduced |
| Banc Funds Co LLC | 14,400 | $459.4K | 0.08% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 14,536 | $464.0K | 0.04% | −7,818−35.0% | Reduced |
| Goldman Sachs Group Inc | 14,641 | $467.0K | 0.00% | −26,293−64.2% | Reduced |
| Janney Montgomery Scott LLC | 14,745 | $470.0K | 0.00% | −1,020−6.5% | Reduced |
| Martingale Asset Management L P | 15,043 | $479.9K | 0.01% | −9,746−39.3% | Reduced |
| Barclays PLC | 16,486 | $525.9K | 0.00% | −3,232−16.4% | Reduced |
| Rockefeller Capital Management L.P. | 17,722 | $565.3K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 17,845 | $569.2K | 0.00% | −533−2.9% | Reduced |
| Arcus Capital Partners, LLC | 18,267 | $582.7K | 0.25% | +1,200+7.0% | Added |
| The PNC Financial Services Group, Inc. | 20,000 | $638.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 21,018 | $670.5K | 0.00% | +482+2.3% | Added |
| AQR Capital Management LLC | 22,086 | $704.5K | 0.00% | +5,270+31.3% | Added |
| JPMorgan Chase & Co | 22,598 | $720.9K | 0.00% | +2,591+13.0% | Added |
| UBS Group AG | 23,119 | $737.5K | 0.00% | −12,605−35.3% | Reduced |
| SummerHaven Investment Management, LLC | 24,051 | $767.2K | 0.45% | +24,051 | New |
| Boston Partners | 25,974 | $828.6K | 0.00% | +457+1.8% | Added |
| Two Sigma Advisers, LP | 28,000 | $893.2K | 0.00% | +18,100+182.8% | Added |
| Ackerman Asset Management, LLC | 32,149 | $1.03M | 0.73% | −3,851−10.7% | Reduced |
| Charles Schwab Investment Management Inc | 35,296 | $1.13M | 0.00% | −10.0% | Reduced |
| Qube Research & Technologies Ltd | 35,462 | $1.13M | 0.00% | +8,750+32.8% | Added |
| CenterBook Partners LP | 37,038 | $1.18M | 0.06% | +37,038 | New |
| HighPoint Advisor Group LLC | 38,798 | $1.24M | 0.06% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 40,990 | $1.31M | 0.03% | 00.0% | Unchanged |
| First Trust Advisors LP | 44,427 | $1.42M | 0.00% | +33,856+320.3% | Added |
| Wedge Capital Management L L P | 48,907 | $1.56M | 0.03% | −4,608−8.6% | Reduced |
| Morgan Stanley | 52,510 | $1.68M | 0.00% | −16,188−23.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 59,075 | $1.88M | 0.01% | +14,032+31.2% | Added |
| Kendall Capital Management | 60,040 | $1.92M | 0.43% | 00.0% | Unchanged |
| Marshall Wace, LLP | 66,196 | $2.11M | 0.00% | +11,618+21.3% | Added |
| Bank of New York Mellon Corp | 66,753 | $2.13M | 0.00% | +743+1.1% | Added |
| Nuveen, LLC | 66,974 | $2.14M | 0.00% | +12,140+22.1% | Added |
| Acadian Asset Management LLC | 67,094 | $2.14M | 0.00% | −4,081−5.7% | Reduced |
| Brown Advisory Inc | 70,271 | $2.24M | 0.00% | +60,271+602.7% | Added |
| De Lisle Partners LLP | 75,893 | $2.41M | 0.30% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 76,291 | $2.43M | 0.01% | +12,881+20.3% | Added |
| Wealthspire Advisors, LLC | 79,703 | $2.54M | 0.01% | +118+0.1% | Added |
| Empowered Funds, LLC | 82,615 | $2.64M | 0.03% | −3,162−3.7% | Reduced |
| Two Sigma Investments, LP | 83,398 | $2.66M | 0.00% | +35,295+73.4% | Added |
| Invesco Ltd. | 87,367 | $2.79M | 0.00% | +5,968+7.3% | Added |
| Gator Capital Management, LLC | 89,515 | $2.86M | 0.73% | +590+0.7% | Added |
| Northern Trust Corp | 93,829 | $2.99M | 0.00% | −1,945−2.0% | Reduced |
| Millennium Management LLC | 98,865 | $3.15M | 0.00% | +3,331+3.5% | Added |
| Hotchkis & Wiley Capital Management LLC | 103,224 | $3.29M | 0.01% | −10,936−9.6% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 115,302 | $3.68M | 2.98% | +12,037+11.7% | Added |
| Maltese Capital Management LLC | 121,176 | $3.87M | 0.59% | −3,824−3.1% | Reduced |
| Russell Investments Group, Ltd. | 136,370 | $4.35M | 0.00% | +23,846+21.2% | Added |