Capital Bancorp Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 746.68 K | $21.03 M | 3.27% | 4.53% |
| VANGUARD GROUP INC | 01/29/2026 | 637.64 K | $17.96 M | 1.93% | 3.87% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 501.69 K | $14.13 M | -3.93% | 3.04% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 340.71 K | $9.60 M | 1.49% | 2.07% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 338.20 K | $9.53 M | 5.64% | 2.05% |
| KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2026 | 262.46 K | $7.39 M | 0.29% | 1.59% |
| STATE STREET CORP | 02/13/2026 | 261.89 K | $7.38 M | -0.80% | 1.59% |
| ATEGRA CAPITAL MANAGEMENT, LLC | 02/17/2026 | 231.26 K | $6.51 M | 0.00% | 1.40% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 02/04/2026 | 194.41 K | $5.48 M | -2.89% | 1.18% |
| BALLAST ASSET MANAGEMENT, LP | 02/09/2026 | 184.88 K | $5.21 M | -3.61% | 1.12% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 170.83 K | $4.81 M | 0.29% | 1.04% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 165.52 K | $4.66 M | 5.72% | 1.00% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 145.55 K | $4.10 M | 6.73% | 0.88% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 02/17/2026 | 104.83 K | $2.95 M | 1.56% | 0.64% |
| EMPOWERED FUNDS, LLC | 02/11/2026 | 91.57 K | $2.58 M | 10.84% | 0.56% |
| GATOR CAPITAL MANAGEMENT, LLC | 02/13/2026 | 90.17 K | $2.54 M | 0.73% | 0.55% |
| MALTESE CAPITAL MANAGEMENT LLC | 02/17/2026 | 87.83 K | $2.47 M | -27.52% | 0.53% |
| NORTHERN TRUST CORP | 02/17/2026 | 86.18 K | $2.43 M | -8.16% | 0.52% |
| SQUAREPOINT OPS LLC | 02/13/2026 | 86.13 K | $2.43 M | 12.90% | 0.52% |
| SEI INVESTMENTS CO | 02/13/2026 | 81.93 K | $2.31 M | 100.00% | 0.50% |
| WEALTHSPIRE ADVISORS, LLC | 02/13/2026 | 78.84 K | $2.22 M | -1.08% | 0.48% |
| DE LISLE PARTNERS LLP | 02/13/2026 | 75.89 K | $2.14 M | 0.00% | 0.46% |
| BROWN ADVISORY INC | 02/13/2026 | 70.27 K | $1.98 M | 0.00% | 0.43% |
| MORGAN STANLEY | 02/13/2026 | 68.56 K | $1.93 M | 30.57% | 0.42% |
| NUVEEN, LLC | 02/12/2026 | 66.97 K | $1.89 M | 0.00% | 0.41% |
| MARSHALL WACE, LLP | 02/13/2026 | 64.86 K | $1.83 M | -2.03% | 0.39% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 64.28 K | $1.81 M | -22.92% | 0.39% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2026 | 63.64 K | $1.79 M | 7.72% | 0.39% |
| ELIZABETH PARK CAPITAL ADVISORS, LTD. | 02/17/2026 | 60.22 K | $1.70 M | -47.77% | 0.37% |
| KENDALL CAPITAL MANAGEMENT | 01/16/2026 | 60.04 K | $1.69 M | 0.00% | 0.36% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 51.62 K | $1.45 M | 45.57% | 0.31% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 50.65 K | $1.43 M | -24.12% | 0.31% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 50.37 K | $1.42 M | -24.93% | 0.31% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 01/14/2026 | 48.14 K | $1.36 M | -1.56% | 0.29% |
| MILITIA CAPITAL PARTNERS, LP | 02/17/2026 | 47.00 K | $1.32 M | 100.00% | 0.29% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 44.15 K | $1.24 M | -55.34% | 0.27% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 42.59 K | $1.20 M | 190.87% | 0.26% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 42.55 K | $1.20 M | -4.22% | 0.26% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 41.97 K | $1.18 M | -69.57% | 0.25% |
| FIRST CITIZENS BANK & TRUST CO | 02/18/2026 | 40.99 K | $1.15 M | 0.00% | 0.25% |
| HIGHPOINT ADVISOR GROUP LLC | 02/04/2026 | 38.80 K | $1.09 M | 0.00% | 0.24% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 35.30 K | $994.29 K | 0.00% | 0.21% |
| CITADEL ADVISORS LLC | 02/17/2026 | 33.41 K | $941.24 K | 100.00% | 0.20% |
| ACKERMAN ASSET MANAGEMENT, LLC | 02/13/2026 | 32.15 K | $905.64 K | 0.00% | 0.19% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 26.20 K | $738.05 K | -6.43% | 0.16% |
| SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 24.05 K | $677.52 K | 0.00% | 0.15% |
| BOSTON PARTNERS | 02/13/2026 | 23.12 K | $651.37 K | -10.98% | 0.14% |
| BANC FUNDS CO LLC | 02/12/2026 | 21.40 K | $602.84 K | 48.61% | 0.13% |
| UBS GROUP AG | 01/29/2026 | 20.55 K | $578.92 K | -11.11% | 0.12% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 20.01 K | $563.57 K | 0.03% | 0.12% |
Capital Bancorp Inc institutional Ownership - FAQ's
During the previous two years, 136 institutional investors and hedge funds held shares of Capital Bancorp Inc. The most heavily invested institutionals were:
Wealthspire Advisors, LLC: 295,417
Nuveen, LLC: 63,648
WEDGE CAPITAL MANAGEMENT L L P/NC: 57,378
Kendall Capital Management: 56,000
Bank of New York Mellon Corp: 48,963
Verdence Capital Advisors LLC: 38,741
39.81% of Capital Bancorp Inc stock is owned by institutional investors.
Institutional investors have bought a total of 7.68 M shares in the last 24 months. This purchase volume represents approximately $224.26 M in transactions.