Institutional Ownership Capital One Financial Corp (COF)
This table provides information about the institutional ownership of Capital One Financial Corp (COF). We have compiled data on the 2,243 institutions that hold shares in the stock, with a total of 504 Million shares, which have been reported (via 13F filing form) to have a value of $101 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
1,299
shares
|
$261,111
0.02% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
1,294
shares
|
$260,106
0.03% of portfolio
|
Q3 2025
Reduced 15.09%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 14, 2025 Q3 2025 |
1,293
shares
|
$259,905
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
1,285
shares
|
$258,297
0.02% of portfolio
|
Q2 2025
Reduced 32.12%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
1,284
shares
|
$258,096
0.02% of portfolio
|
Q3 2025
Added 24.3%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
1,284
shares
|
$258,096
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
1,276
shares
|
$256,488
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
1,275
shares
|
$256,287
0.03% of portfolio
|
Q3 2025
Added 16.87%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 12, 2025 Q3 2025 |
1,275
shares
|
$256,287
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Northstar Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
1,274
shares
|
$256,086
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Nov 06, 2025 Q3 2025 |
1,274
shares
|
$256,086
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
1,271
shares
|
$255,483
0.28% of portfolio
|
Q3 2025
Reduced 8.43%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 21, 2025 Q3 2025 |
1,270
shares
|
$255,282
0.19% of portfolio
|
Q3 2025
Added 15.77%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
1,267
shares
|
$254,679
0.15% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Bank Of Marin
Novato, CA |
Nov 04, 2025 Q3 2025 |
1,266
shares
|
$254,478
0.2% of portfolio
|
Q3 2025
Added 8.58%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
1,261
shares
|
$253,473
0.02% of portfolio
|
Q3 2025
Added 30.13%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Nov 10, 2025 Q3 2025 |
1,259
shares
|
$253,071
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
First Bancorp, Inc
|
Oct 23, 2025 Q3 2025 |
1,255
shares
|
$252,267
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
1,253
shares
|
$251,865
0.16% of portfolio
|
Q3 2025
Added 8.58%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
1,244
shares
|
$250,056
0.02% of portfolio
|
Q3 2025
Reduced 4.6%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Nov 05, 2025 Q3 2025 |
1,243
shares
|
$249,855
0.03% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 17, 2025 Q3 2025 |
1,241
shares
|
$249,453
0.0% of portfolio
|
Q3 2025
Reduced 11.29%
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Oct 09, 2025 Q3 2025 |
1,241
shares
|
$249,453
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Consilio Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
1,240
shares
|
$249,252
0.09% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
1,239
shares
|
$249,051
0.02% of portfolio
|
Q3 2025
Reduced 5.71%
|
|