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 |
|---|---|---|---|---|---|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
3,890
shares
|
$781,928
0.07% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Nov 14, 2025 Q3 2025 |
3,803
shares
|
$764,441
0.03% of portfolio
|
Q3 2025
Added 137.24%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,801
shares
|
$764,039
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
3,797
shares
|
$763,234
0.02% of portfolio
|
Q2 2025
Added 36.68%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
3,786
shares
|
$761,023
0.04% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
3,782
shares
|
$760,219
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
3,782
shares
|
$760,219
0.04% of portfolio
|
Q3 2025
Added 68.54%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
3,778
shares
|
$759,415
0.08% of portfolio
|
Q3 2025
Added 10.89%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
3,774
shares
|
$758,611
0.09% of portfolio
|
Q3 2025
Added 7.19%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
3,767
shares
|
$757,204
0.29% of portfolio
|
Q3 2025
Reduced 57.52%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2025 Q3 2025 |
3,761
shares
|
$755,998
0.06% of portfolio
|
Q2 2025
Reduced 77.64%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
3,752
shares
|
$754,189
0.03% of portfolio
|
Q4 2025
Added 13.39%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 05, 2025 Q3 2025 |
3,735
shares
|
$750,772
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2025 Q3 2025 |
3,727
shares
|
$749,164
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Auxano Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
3,716
shares
|
$746,953
0.18% of portfolio
|
Q3 2025
Added 51.3%
|
|
|
Strategic Wealth Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
3,695
shares
|
$742,731
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,694
shares
|
$742,530
0.0% of portfolio
|
Q4 2022
Added 0.68%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,693
shares
|
$742,329
0.03% of portfolio
|
Q4 2024
Reduced 7.14%
|
|
|
Malaga Cove Capital, LLC
|
Nov 12, 2025 Q3 2025 |
3,687
shares
|
$741,123
0.3% of portfolio
|
Q3 2025
Added 8.86%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
3,669
shares
|
$737,505
0.07% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 20, 2025 Q3 2025 |
3,658
shares
|
$735,294
0.22% of portfolio
|
Q3 2025
Added 10.85%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
3,654
shares
|
$734,490
0.1% of portfolio
|
Q3 2025
Reduced 36.69%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 16, 2026 Q4 2025 |
3,650
shares
|
$733,686
0.01% of portfolio
|
Q4 2025
Added 121.21%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
3,635
shares
|
$730,671
0.09% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,625
shares
|
$728,661
0.01% of portfolio
|
Q2 2024
Reduced 19.73%
|
|