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CBNK

Capital Bancorp Inc
$35.52 -0.63 (-1.74%) At close · Jul 2
Market Cap
$578.55M
Shares
16,288,055

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 121
Total Value: $210,335,532
Total Shares: 7,072,482
Showing 1–100 of 121 holdings by value · page 1 of 2

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 121 13F filers · Δ vs Dec 31, 2025
Top Holder
10.2%
Jun 2023 → Mar 2026 · range 10.2% – 13.5%
−1.3 pts
Top 5
33.6%
Jun 2023 → Mar 2026 · range 33.6% – 45.1%
−5.9 pts
Top 10
51.2%
Jun 2023 → Mar 2026 · range 51.2% – 65.7%
−5.7 pts
HHI
373
Jun 2023 → Mar 2026 · range 373 – 577
Broadly held−81

Quarterly Activity

vs Dec 31, 2025
New
19
Increased
37
Decreased
45
Sold Out
14
Unchanged
20
Holder count: +5
Institutional value: -19.9%
Shares held: -24.1%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mid Wealthspire Advisors, LLC +216,576 295,417
Large SEI INVESTMENTS CO +85,293 167,222
Mega CITADEL ADVISORS LLC +61,215 94,628
Small BANC FUNDS CO LLC +53,900 75,300
Small Pacific Ridge Capital Partners, LLC +36,878 231,286

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega GEODE CAPITAL MANAGEMENT, LLC −57,965 282,747
Mega STATE STREET CORP −29,302 232,587
Mega BlackRock, Inc. −24,665 722,012
Mega BARCLAYS PLC −17,156 2,293
Large ACADIAN ASSET MANAGEMENT LLC −13,472 36,893

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD CAPITAL MANAGEMENT LLC 496,749 $14,773,315
Large Empowered Funds, LLC 100,542 $2,990,119
Mega VANGUARD FIDUCIARY TRUST CO 73,101 $2,174,023
Mega JANE STREET GROUP, LLC 48,464 $1,441,318
Small Militia Capital Management LLC 47,000 $1,397,780

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
— James F. Whalen 982,716 $27,683,109
— Randall J. Levitt 970,005 $27,325,040
— Joshua Bernstein 873,536 $24,607,509
Mega VANGUARD GROUP INC 637,642 $17,962,374
Small Militia Capital Partners, LP 47,000 $1,323,990
Filter: New 19 Increased 37 Reduced 45 Sold out 14 Unchanged 20
Showing 100 of 121
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $21,472,634 10.21% 722,012
Mega ALLIANCEBERNSTEIN L.P. $15,077,882 7.17% 506,990
Mega VANGUARD CAPITAL MANAGEMENT LLC $14,773,315 7.02% 496,749
Mega DIMENSIONAL FUND ADVISORS LP $10,571,556 5.03% 355,466
Mid Wealthspire Advisors, LLC $8,785,701 4.18% 295,417
Mega GEODE CAPITAL MANAGEMENT, LLC $8,408,895 4.00% 282,747
Mid KENNEDY CAPITAL MANAGEMENT LLC $8,009,457 3.81% 269,316
Mega STATE STREET CORP $6,917,137 3.29% 232,587
Small Pacific Ridge Capital Partners, LLC $6,878,445 3.27% 231,286
Small Ategra Capital Management, LLC $6,877,553 3.27% 231,256
Mega AMERICAN CENTURY COMPANIES INC $6,043,049 2.87% 203,196
Small Ballast Asset Management, LP $5,645,990 2.68% 189,845
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $5,189,392 2.47% 174,492
Large SEI INVESTMENTS CO $4,973,182 2.36% 167,222
Large Russell Investments Group, Ltd. $4,402,112 2.09% 148,020
Large HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $3,126,387 1.49% 105,124
Large Squarepoint Ops LLC $3,109,376 1.48% 104,552
Large Empowered Funds, LLC $2,990,119 1.42% 100,542
Mega CITADEL ADVISORS LLC $2,814,236 1.34% 94,628
Mega MORGAN STANLEY $2,785,267 1.32% 93,654
Mega TWO SIGMA INVESTMENTS, LP $2,702,741 1.28% 90,879
Small Gator Capital Management, LLC $2,669,462 1.27% 89,760
Mega NORTHERN TRUST CORP Bank $2,640,910 1.26% 88,800
Small MALTESE CAPITAL MANAGEMENT LLC $2,258,603 1.07% 75,945
Small De Lisle Partners LLP $2,257,057 1.07% 75,893
Small BANC FUNDS CO LLC $2,239,422 1.06% 75,300
Mega VANGUARD FIDUCIARY TRUST CO Bank $2,174,023 1.03% 73,101
Large BROWN ADVISORY INC $2,089,859 0.99% 70,271
Large Qube Research & Technologies Ltd $1,905,739 0.91% 64,080
Mega Nuveen, LLC $1,892,890 0.90% 63,648
Large Connor, Clark & Lunn Investment Management Ltd. $1,887,805 0.90% 63,477
Large MARSHALL WACE, LLP $1,819,284 0.86% 61,173
Small Elizabeth Park Capital Advisors, Ltd. $1,791,061 0.85% 60,224
Mid WEDGE CAPITAL MANAGEMENT L L P/NC $1,706,421 0.81% 57,378
Small Kendall Capital Management $1,665,440 0.79% 56,000
Mega Bank of New York Mellon Corp Bank $1,456,157 0.69% 48,963
Mega JANE STREET GROUP, LLC $1,441,318 0.69% 48,464
Small Militia Capital Management LLC $1,397,780 0.66% 47,000
Mega GOLDMAN SACHS GROUP INC $1,348,738 0.64% 45,351
Mega FIRST TRUST ADVISORS LP $1,251,518 0.60% 42,082
Mid FIRST CITIZENS BANK & TRUST CO Bank $1,219,042 0.58% 40,990
Mid Verdence Capital Advisors LLC $1,152,157 0.55% 38,741
Large ACADIAN ASSET MANAGEMENT LLC $1,097,197 0.52% 36,893
Large Man Group plc $992,780 0.47% 33,382
Mega MILLENNIUM MANAGEMENT LLC $944,542 0.45% 31,760
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $943,620 0.45% 31,729
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $911,739 0.43% 30,657
Mega UBS Group AG $885,834 0.42% 29,786
Micro Ackerman Asset Management, LLC $812,258 0.39% 27,312
Mega BANK OF AMERICA CORP /DE/ Bank $664,213 0.32% 22,334
Large Boston Partners $664,034 0.32% 22,328
Small Arcus Capital Partners, LLC $624,748 0.30% 21,007
Small SummerHaven Investment Management, LLC $609,134 0.29% 20,482
Mega PNC FINANCIAL SERVICES GROUP, INC. $594,800 0.28% 20,000
Mid XTX Topco Ltd $593,045 0.28% 19,941
Small Hingham Institution for Savings $580,048 0.28% 19,504
Micro Passive Capital Management, LLC. $535,320 0.25% 18,000
Large HRT FINANCIAL LP $500,316 0.24% 16,823
Mid MARTINGALE ASSET MANAGEMENT L P $444,077 0.21% 14,932
Mega RHUMBLINE ADVISERS $440,865 0.21% 14,824
Large Creative Planning $433,044 0.21% 14,561
Mega AQR CAPITAL MANAGEMENT LLC $391,613 0.19% 13,168
Large FIFTH THIRD BANCORP Bank $357,950 0.17% 12,036
Large FEDERATED HERMES, INC. $355,303 0.17% 11,947
Large Janney Montgomery Scott LLC $352,865 0.17% 11,865
Mega AMERIPRISE FINANCIAL INC $347,958 0.17% 11,700
Small Harbor Advisors LLC $342,515 0.16% 11,517
Mid Engineers Gate Manager LP $340,582 0.16% 11,452
Large Allspring Global Investments Holdings, LLC $329,727 0.16% 11,087
Large LSV ASSET MANAGEMENT $312,270 0.15% 10,500
Large Rockefeller Capital Management L.P. $299,660 0.14% 10,076
Mega Invesco Ltd. $290,320 0.14% 9,762
Mega PRICE T ROWE ASSOCIATES INC /MD/ $282,292 0.13% 9,492
Large STATE OF WISCONSIN INVESTMENT BOARD $269,176 0.13% 9,051
Mega DEUTSCHE BANK AG\ Bank $264,537 0.13% 8,895
Large LOS ANGELES CAPITAL MANAGEMENT LLC $243,630 0.12% 8,192
Mid Jump Financial, LLC $232,180 0.11% 7,807
Micro Praetorian Wealth Management, Inc. $213,652 0.10% 7,184
Large MetLife Investment Management, LLC $211,154 0.10% 7,100
Mega BNP PARIBAS ARBITRAGE, SA $204,551 0.10% 6,878
Mid OCCUDO QUANTITATIVE STRATEGIES LP $192,536 0.09% 6,474
Mega JPMORGAN CHASE & CO $168,802 0.08% 5,676
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $165,503 0.08% 5,565
Mega Vanguard Global Advisers, LLC $138,915 0.07% 4,671
Mega WELLS FARGO & COMPANY/MN $128,238 0.06% 4,312
Large Police & Firemen's Retirement System of New Jersey Pension $109,353 0.05% 3,677
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $94,573 0.04% 3,180
Mid Tower Research Capital LLC (TRC) $91,777 0.04% 3,086
Small Daytona Street Capital LLC $76,253 0.04% 2,564
Mega BARCLAYS PLC $68,193 0.03% 2,293
Mega CITIGROUP INC $49,754 0.02% 1,673
Mid State of Alaska, Department of Revenue $46,988 0.02% 1,580
Mid Ameritas Investment Partners, Inc. $35,539 0.02% 1,195
Mega FMR LLC $32,148 0.02% 1,081
Mega Legal & General Group Plc $31,524 0.01% 1,060
Mid Advisory Services Network, LLC $26,944 0.01% 906
Large CWM, LLC $26,468 0.01% 890
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $18,825 0.01% 633
Mid Aquatic Capital Management LLC $17,844 0.01% 600
Small Rossby Financial, LCC $14,126 0.01% 475
Key facts CIK 1419536 CUSIP 139737100 Visit website Investor relations

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