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 2,266 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 |
|---|---|---|---|---|---|
|
David Katz
Matrix Asset Advisors Inc
|
Jan 16, 2026 Q4 2025 |
3,178
shares
|
$638,809
0.06% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Nov 07, 2025 Q3 2025 |
3,171
shares
|
$637,402
0.49% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
3,157
shares
|
$634,588
0.08% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 16, 2026 Q4 2025 |
3,145
shares
|
$632,176
0.14% of portfolio
|
Q4 2025
Reduced 7.23%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
3,141
shares
|
$631,372
0.32% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
3,138
shares
|
$630,769
0.03% of portfolio
|
Q3 2025
Added 11.16%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Nov 05, 2025 Q3 2025 |
3,128
shares
|
$628,759
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
3,120
shares
|
$627,151
0.05% of portfolio
|
Q4 2025
Added 6.41%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
3,117
shares
|
$626,548
0.09% of portfolio
|
Q3 2025
Reduced 12.35%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
3,109
shares
|
$624,940
0.0% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Riversedge Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
3,105
shares
|
$624,136
0.1% of portfolio
|
Q4 2025
Added 19.61%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
3,104
shares
|
$623,935
0.12% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
3,082
shares
|
$619,512
0.01% of portfolio
|
Q3 2025
Added 5.98%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,081
shares
|
$619,311
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
3,069
shares
|
$616,899
0.04% of portfolio
|
Q3 2025
Added 7.76%
|
|
|
Bank Of Stockton
|
Oct 29, 2025 Q3 2025 |
3,065
shares
|
$616,095
0.19% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2025 Q3 2025 |
3,061
shares
|
$615,291
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
3,053
shares
|
$613,683
0.05% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jan 15, 2026 Q4 2025 |
3,051
shares
|
$613,281
0.09% of portfolio
|
Q4 2025
Reduced 3.02%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
3,050
shares
|
$613,080
0.1% of portfolio
|
Q4 2025
Added 0.26%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
Jan 09, 2026 Q4 2025 |
3,050
shares
|
$613,080
0.19% of portfolio
|
Q4 2025
New holding
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
3,041
shares
|
$611,271
0.03% of portfolio
|
Q1 2023
Reduced 0.26%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
3,038
shares
|
$610,668
0.31% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
3,021
shares
|
$607,251
0.02% of portfolio
|
Q3 2022
Reduced 1.37%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
3,013
shares
|
$605,643
0.06% of portfolio
|
Q3 2025
Added 31.86%
|
|