Capstone HoldingCAPS
13F holders, Q3 2025 (September 30)8holders +3
3new positions
0sold out
1famous investor
$1.31avg. 13F price*
At the end of Q3 2025, 8 institutions reported holding Capstone Holding Corp. (CAPS) in their 13F filings, up 3 from Q2 2025. 3 opened new positions and 0 sold out. The largest holders were World Investment Advisors ($38K), Citadel Advisors ($21K) and Two Sigma Securities, LLC ($15K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Capstone Holding Corp.
- CUSIP
- 14068E208
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $74K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 62,151 shares bought and 1 shares sold, net +62,150 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| World Investment Advisors | 0.00% | New | 29,000 | $38K |
| Citadel Advisors | 0.00% | New | 15,847 | $21K |
| Two Sigma Securities, LLC | 0.00% | New | 11,732 | $15K |
| Two Sigma Investments, LP | 0.00% | Add +2.2% | 10,525 | $14K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +2041.3% | 5,546 | $7K |
| UBS Group AG | 0.00% | Add +2.4% | 2,500 | $3K |
| Bank of America Corp. | 0.00% | Reduce -6.3% | 15 | $20 |
| Morgan Stanley | 0.00% | No change | 1 | $1 |
"% of holder's portfolio" is CAPS's weight in each manager's 13F, not the share of Capstone Holding Corp. the manager owns.