Capstone HoldingCAPS

13F holders, Q2 2025 (June 30)
5holders +2
3new positions
1sold out
$1.80avg. 13F price*

At the end of Q2 2025, 5 institutions reported holding Capstone Holding Corp. (CAPS) in their 13F filings, up 2 from Q1 2025. 3 opened new positions and 1 sold out. The largest holders were Two Sigma Investments, LP ($19K), UBS Group AG ($4K) and Tower Research Capital LLC (TRC) ($466).

Company
Capstone Holding Corp.
CUSIP
14068E208
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246810 Q1 2024: 1Q1 2024Q1 2025: 3Q1 2025Q2 2025: 5Q2 2025Q3 2025: 8Q3 2025Q4 2025: 6Q4 2025Q1 2026: 7Q1 2026Q2 2026: 9Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions3$19K
Exits1$27K

All 13F filers, Q1 2025 → Q2 2025: 12,292 shares bought and 11,007 shares sold, net +1,285 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5 holders

Two Sigma Investments, LP 0.00% New 10,299 $19K
UBS Group AG 0.00% Add +237.6% 2,441 $4K
Tower Research Capital LLC (TRC) 0.00% New 259 $466
Bank of America Corp. 0.00% New 16 $29
Morgan Stanley 0.00% Reduce -87.5% 1 $2

"% of holder's portfolio" is CAPS's weight in each manager's 13F, not the share of Capstone Holding Corp. the manager owns.