Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in CAPS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | GEODE CAPITAL MANAGEMENT, LLC | 62K | $41K | β | 1.159% | 0.00% |
| 2 | XTX Topco Ltd | 23K | $15K | β | 0.436% | 0.00% |
| 3 | UBS Group AG | 61 | $41 | -97.5% | 0.001% | 0.00% |
| 4 | Virtu Financial LLC | 21K | $14 | β | 0.399% | 0.00% |
| 5 | MORGAN STANLEY | 1 | $1 | 0.0% | 0.000% | 0.00% |
| 6 | CITIGROUP INC | 1 | $1 | 0.0% | 0.000% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in CAPS β a direct measure of their conviction.
Filings activity in CAPS during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new CAPS position in Q1 2026
Institutions that fully closed their CAPS position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 6 | +20% | 3.54% | +3.40 pp | $0M | +2504% |
| Q4 2025 | 5 | 38% | 0.14% | 6.01 pp | $0M | 98% |
| Q3 2025 | 8 | +33% | 6.15% | +4.69 pp | $0M | +320% |
| Q2 2025 | 6 | +50% | 1.46% | 0.31 pp | $0M | 17% |
| Q1 2025 | 4 | +300% | 1.77% | +0.08 pp | $0M | +4.7% |
| Q3 2020 | 1 | +0.0% | 1.69% | +1.69 pp | $0M | β |
| Q3 2016 | 1 | +0.0% | 0.00% | +0.00 pp | $0M | β |
| Q2 2016 | 1 | β | 0.00% | β | $0M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying CAPS stock.
Based on Q1 2026 13F filings, institutional ownership of Capstone Holding Corp. stands at 3.5%, held across 6 reporting institutions.
GEODE CAPITAL MANAGEMENT, LLC is the largest reported institutional holder of CAPS, with approximately 61,702 shares worth $0.00B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of CAPS.
Our composite Smart Money Score for CAPS is 50 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
3 institutions opened new positions in CAPS during Q1 2026, while 2 fully exited. 0 added to existing positions and 1 trimmed.
CAPS institutional ownership rose by 3.40 percentage points quarter-over-quarter, with a net change of +1 holders.
The top 10 institutions account for 100.0% of all reported 13F value in CAPS, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Capstone Holding Corp. (CAPS) Institutional Ownership