Capital Bancorp, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 723.02 K | $23.06 M | -0.43% | 4.36% |
| VANGUARD GROUP INC | 11/07/2025 | 625.58 K | $19.96 M | -3.61% | 3.77% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 522.23 K | $16.66 M | -16.11% | 3.15% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 335.70 K | $10.71 M | 18.75% | 2.02% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 320.15 K | $10.21 M | 3.74% | 1.93% |
| STATE STREET CORP | 11/14/2025 | 263.99 K | $8.42 M | 3.79% | 1.59% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/13/2025 | 261.71 K | $8.35 M | 28.62% | 1.58% |
| ATEGRA CAPITAL MANAGEMENT, LLC | 11/14/2025 | 231.26 K | $7.38 M | 0.00% | 1.39% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 11/12/2025 | 200.19 K | $6.39 M | -2.27% | 1.21% |
| BALLAST ASSET MANAGEMENT, LP | 11/04/2025 | 191.80 K | $6.12 M | -0.79% | 1.16% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 170.34 K | $5.43 M | 0.91% | 1.03% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 156.57 K | $4.99 M | -1.98% | 0.94% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 137.95 K | $4.40 M | -9.49% | 0.83% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 136.37 K | $4.35 M | 21.19% | 0.82% |
| MALTESE CAPITAL MANAGEMENT LLC | 11/14/2025 | 121.18 K | $3.87 M | -3.06% | 0.73% |
| ELIZABETH PARK CAPITAL ADVISORS, LTD. | 11/13/2025 | 115.30 K | $3.68 M | 11.66% | 0.70% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11/14/2025 | 103.22 K | $3.29 M | -9.58% | 0.62% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 98.87 K | $3.15 M | 3.49% | 0.60% |
| NORTHERN TRUST CORP | 11/14/2025 | 93.83 K | $2.99 M | -2.03% | 0.57% |
| GATOR CAPITAL MANAGEMENT, LLC | 11/13/2025 | 89.52 K | $2.86 M | 0.66% | 0.54% |
| INVESCO LTD. | 11/13/2025 | 87.37 K | $2.79 M | 7.33% | 0.53% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 83.40 K | $2.66 M | 73.37% | 0.50% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 82.62 K | $2.64 M | -3.69% | 0.50% |
| WEALTHSPIRE ADVISORS, LLC | 11/14/2025 | 79.70 K | $2.54 M | 0.15% | 0.48% |
| SQUAREPOINT OPS LLC | 11/14/2025 | 76.29 K | $2.43 M | 20.31% | 0.46% |
| DE LISLE PARTNERS LLP | 11/13/2025 | 75.89 K | $2.41 M | 0.00% | 0.46% |
| BROWN ADVISORY INC | 11/14/2025 | 70.27 K | $2.24 M | 602.71% | 0.42% |
| ACADIAN ASSET MANAGEMENT LLC | 11/13/2025 | 67.09 K | $2.14 M | -5.73% | 0.40% |
| NUVEEN, LLC | 11/12/2025 | 66.97 K | $2.14 M | 22.14% | 0.40% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 66.75 K | $2.13 M | 1.13% | 0.40% |
| MARSHALL WACE, LLP | 11/13/2025 | 66.20 K | $2.11 M | 21.29% | 0.40% |
| KENDALL CAPITAL MANAGEMENT | 11/13/2025 | 60.04 K | $1.92 M | 0.00% | 0.36% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/13/2025 | 59.08 K | $1.88 M | 31.15% | 0.36% |
| MORGAN STANLEY | 11/14/2025 | 52.51 K | $1.68 M | -23.56% | 0.32% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 10/10/2025 | 48.91 K | $1.56 M | -8.61% | 0.29% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 44.43 K | $1.42 M | 320.27% | 0.27% |
| FIRST CITIZENS BANK & TRUST CO | 10/31/2025 | 40.99 K | $1.31 M | 0.00% | 0.25% |
| HIGHPOINT ADVISOR GROUP LLC | 11/05/2025 | 38.80 K | $1.24 M | 0.00% | 0.23% |
| CENTERBOOK PARTNERS LP | 11/07/2025 | 37.04 K | $1.18 M | 100.00% | 0.22% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 35.46 K | $1.13 M | 32.76% | 0.21% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 35.30 K | $1.13 M | 0.00% | 0.21% |
| ACKERMAN ASSET MANAGEMENT, LLC | 11/13/2025 | 32.15 K | $1.03 M | -10.70% | 0.19% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 28.00 K | $893.20 K | 182.83% | 0.17% |
| BOSTON PARTNERS | 11/13/2025 | 25.97 K | $828.57 K | 1.79% | 0.16% |
| SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 11/03/2025 | 24.05 K | $767.23 K | 100.00% | 0.15% |
| UBS GROUP AG | 11/13/2025 | 23.12 K | $737.50 K | -35.28% | 0.14% |
| JPMORGAN CHASE & CO | 11/26/2025 | 22.60 K | $720.88 K | 12.95% | 0.14% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 22.09 K | $704.53 K | 31.34% | 0.13% |
| CREATIVE PLANNING | 11/14/2025 | 21.02 K | $670.48 K | 2.35% | 0.13% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 20.00 K | $638.00 K | 0.00% | 0.12% |
Capital Bancorp, Inc. institutional Ownership - FAQ's
During the previous two years, 133 institutional investors and hedge funds held shares of Capital Bancorp, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 723,017
VANGUARD GROUP INC: 625,581
ALLIANCEBERNSTEIN L.P.: 522,231
GEODE CAPITAL MANAGEMENT, LLC: 335,696
DIMENSIONAL FUND ADVISORS LP: 320,153
STATE STREET CORP: 263,989
40.54% of Capital Bancorp, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 7.50 M shares in the last 24 months. This purchase volume represents approximately $213.66 M in transactions.