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 2,265 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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
13,899
shares
|
$2.79 Million
0.02% of portfolio
|
Q3 2025
Added 61.2%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
13,804
shares
|
$2.77 Million
0.3% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
13,797
shares
|
$2.77 Million
0.11% of portfolio
|
Q3 2025
Added 5.53%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
13,788
shares
|
$2.77 Million
0.06% of portfolio
|
Q1 2024
Added 0.13%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
13,767
shares
|
$2.77 Million
0.25% of portfolio
|
Q4 2025
Added 0.25%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
13,754
shares
|
$2.76 Million
0.02% of portfolio
|
Q3 2025
Added 12.42%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 13, 2025 Q3 2025 |
13,740
shares
|
$2.76 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.03%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Jan 07, 2026 Q4 2025 |
13,719
shares
|
$2.76 Million
0.65% of portfolio
|
Q4 2025
Added 5.86%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
13,663
shares
|
$2.75 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
13,659
shares
|
$2.75 Million
0.29% of portfolio
|
Q3 2025
Reduced 69.19%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
13,422
shares
|
$2.7 Million
0.05% of portfolio
|
Q4 2025
Added 13.07%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
13,319
shares
|
$2.68 Million
0.07% of portfolio
|
Q2 2025
Added 15.66%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
13,239
shares
|
$2.66 Million
0.47% of portfolio
|
Q3 2025
Added 5.79%
|
|
|
Prudential PLC
London, England, X0 |
Nov 13, 2025 Q3 2025 |
13,213
shares
|
$2.66 Million
0.02% of portfolio
|
Q3 2025
Added 94.11%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
12,984
shares
|
$2.61 Million
0.11% of portfolio
|
Q3 2025
Added 31.98%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Nov 06, 2025 Q3 2025 |
12,971
shares
|
$2.61 Million
1.21% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
12,927
shares
|
$2.6 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
12,905
shares
|
$2.59 Million
0.77% of portfolio
|
Q3 2025
Added 380.99%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
12,880
shares
|
$2.59 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
12,720
shares
|
$2.56 Million
0.02% of portfolio
|
Q3 2025
Added 9.61%
|
|
|
Legato Capital Management LLC
|
Nov 12, 2025 Q3 2025 |
12,678
shares
|
$2.55 Million
0.31% of portfolio
|
Q3 2025
Added 35.06%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
12,657
shares
|
$2.54 Million
0.04% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
12,624
shares
|
$2.54 Million
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
12,605
shares
|
$2.53 Million
0.07% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
12,567
shares
|
$2.53 Million
0.47% of portfolio
|
Q2 2025
Added 69716.67%
|
|