Latest Period
Q1 2026
Security Snapshot
Capital Bancorp Inc - Common Stock, par value $.01 per share (CBNK) Institutional Ownership
CUSIP: 139737100
13F Institutional Holders and Ownership History from Q3 2018 to Q1 2026
Institutions Reporting
122
Shares (Excl. Options)
7,139,282
Price
$29.74
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- Security type / class
- Equity / Common Stock, par value $.01 per share
- Symbol
- CBNK on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 7,139,282
- Total 13F value
- $211,549,244
- Portfolio coverage rank
- 0%
- Share change
- +655,359
- Value change
- +$19,614,281
- Number of holders
- 122
- Shares outstanding
- 16,481,811
- SEC-reported price per share
- $31.59
- Insider filing price
- $31.59
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- CBNK - Capital Bancorp Inc - Common Stock, par value $.01 per share is tracked under CUSIP 139737100.
- 122 institutions reported positions in Q1 2026.
- 4 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 113 to 122 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $182,978,873 to $211,549,244.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 122 institutions filings for Q1 2026.
Security key
139737100
Latest holder period
Q1 2026
13F holders
122
13D/G owners
4
CIK / CUSIP context first
Open Q1 2026 holders
CBNK full holder history
Capital Bancorp Inc SEC filings
Capital Bancorp Inc company facts
Capital Bancorp Inc insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 139737100:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
4
Security
CBNK
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Whalen James F. | 6% | +1.7% | $27,683,110 | +$74,876 | 982,716 | +0.27% | James F. Whalen | 31 Dec 2025 |
| Levitt Randall James | 5.9% | +1.7% | $27,325,041 | +$55,157 | 970,005 | +0.2% | Randall J. Levitt | 31 Dec 2025 |
| Bernstein Joshua | 5.3% | +2% | $24,607,509 | +$59,382 | 873,536 | +0.24% | Joshua Bernstein | 31 Dec 2025 |
| Schwartz Steven Jay | 4.4% | $20,948,268 | 737,096 | Steven J. Schwartz | 31 Dec 2024 |
As of 31 Mar 2026, 122 institutional investors reported holding 7,139,282 shares of Capital Bancorp Inc - Common Stock, par value $.01 per share (CBNK). This represents 43% of the company’s total 16,481,811 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
33%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4.4% | 722,012 | -3.3% | 0% | $21,472,649 |
| ALLIANCEBERNSTEIN L.P. | 3.1% | 506,990 | +1.1% | 0% | $14,281,908 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3% | 496,749 | 0% | 0% | $14,773,315 |
| DIMENSIONAL FUND ADVISORS LP | 2.2% | 355,466 | +5.1% | 0% | $10,571,341 |
| Wealthspire Advisors, LLC | 1.8% | 295,417 | +275% | 0.07% | $8,785,709 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.7% | 282,747 | -17% | 0% | $8,411,047 |
| KENNEDY CAPITAL MANAGEMENT LLC | 1.6% | 269,316 | +2.6% | 0.17% | $8,009,458 |
| STATE STREET CORP | 1.4% | 232,587 | -11% | 0% | $6,917,137 |
| Pacific Ridge Capital Partners, LLC | 1.4% | 231,286 | +19% | 1.5% | $6,878,446 |
| Ategra Capital Management, LLC | 1.4% | 231,256 | 0% | 3.8% | $6,877,553 |
| AMERICAN CENTURY COMPANIES INC | 1.2% | 203,196 | +19% | 0% | $6,043,049 |
| Ballast Asset Management, LP | 1.2% | 189,845 | +2.7% | 2.5% | $5,645,990 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.1% | 174,492 | +5.4% | 0.1% | $5,189,392 |
| SEI INVESTMENTS CO | 1% | 167,222 | +104% | 0% | $4,973,185 |
| Russell Investments Group, Ltd. | 0.9% | 148,020 | +1.7% | 0% | $4,402,117 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0.64% | 105,124 | +0.28% | 0.01% | $3,126,388 |
| Squarepoint Ops LLC | 0.63% | 104,552 | +21% | 0.01% | $3,109,376 |
| Empowered Funds, LLC | 0.61% | 100,542 | 0.02% | $2,990,119 | |
| CITADEL ADVISORS LLC | 0.57% | 94,628 | +183% | 0% | $2,814,237 |
| MORGAN STANLEY | 0.57% | 93,654 | +37% | 0% | $2,785,288 |
| TWO SIGMA INVESTMENTS, LP | 0.55% | 90,879 | +41% | 0% | $2,702,741 |
| Gator Capital Management, LLC | 0.54% | 89,760 | -0.45% | 0.57% | $2,669,462 |
| NORTHERN TRUST CORP | 0.54% | 88,800 | +3% | 0% | $2,640,913 |
| MALTESE CAPITAL MANAGEMENT LLC | 0.46% | 75,945 | -14% | 0.44% | $2,258,604 |
| De Lisle Partners LLP | 0.46% | 75,893 | 0% | 0.27% | $2,257,058 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
31
Latest
Q1 2026
Rows shown
1-25 of 31
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 7,139,282 | $211,549,244 | +$19,614,281 | $29.74 | 122 |
| 2025 Q4 | 6,495,444 | $182,978,873 | -$7,121,581 | $28.17 | 113 |
| 2025 Q3 | 6,723,850 | $214,460,942 | +$770,243 | $31.90 | 112 |
| 2025 Q2 | 6,689,554 | $224,653,195 | +$17,067,161 | $33.58 | 110 |
| 2025 Q1 | 6,207,765 | $175,945,389 | +$6,367,484 | $28.33 | 108 |
| 2024 Q4 | 5,941,092 | $169,476,754 | +$19,645,251 | $28.50 | 102 |
| 2024 Q3 | 5,270,512 | $135,500,604 | +$5,503,279 | $25.71 | 86 |
| 2024 Q2 | 4,996,759 | $102,426,432 | +$8,160,509 | $20.50 | 80 |
| 2024 Q1 | 4,591,848 | $95,640,392 | +$1,834,271 | $20.83 | 72 |
| 2023 Q4 | 4,454,165 | $107,789,397 | +$2,713,967 | $24.20 | 71 |
| 2023 Q3 | 4,378,036 | $83,750,460 | -$316,701 | $19.13 | 69 |
| 2023 Q2 | 4,332,295 | $78,413,160 | +$292,019 | $18.10 | 66 |
| 2023 Q1 | 4,257,476 | $70,843,280 | -$6,083,739 | $16.64 | 64 |
| 2022 Q4 | 4,505,674 | $106,040,880 | -$1,768,321 | $23.54 | 71 |
| 2022 Q3 | 4,581,960 | $105,897,703 | -$1,688,753 | $23.10 | 70 |
| 2022 Q2 | 4,661,342 | $101,139,200 | +$2,623,506 | $21.70 | 70 |
| 2022 Q1 | 4,577,302 | $104,622,102 | -$240,875 | $22.86 | 70 |
| 2021 Q4 | 4,593,336 | $120,278,768 | +$2,435,070 | $26.20 | 73 |
| 2021 Q3 | 4,440,425 | $106,837,558 | +$4,694,378 | $24.06 | 65 |
| 2021 Q2 | 4,264,528 | $87,446,321 | +$13,734,071 | $20.45 | 66 |
| 2021 Q1 | 3,612,390 | $69,685,819 | +$8,711,959 | $19.29 | 52 |
| 2020 Q4 | 3,182,624 | $44,337,543 | +$608,564 | $13.93 | 48 |
| 2020 Q3 | 3,149,769 | $29,809,548 | -$1,829,711 | $9.46 | 43 |
| 2020 Q2 | 3,335,071 | $35,684,446 | -$168,243 | $10.70 | 49 |
| 2020 Q1 | 3,328,327 | $41,666,237 | -$126,396 | $12.52 | 45 |