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 |
|---|---|---|---|---|---|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
3,008
shares
|
$604,638
0.05% of portfolio
|
Q3 2025
Reduced 8.38%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
3,003
shares
|
$603,633
0.08% of portfolio
|
Q3 2025
Added 196.45%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
3,002
shares
|
$603,432
0.01% of portfolio
|
Q3 2025
Added 13.58%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
3,000
shares
|
$603,030
0.03% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
3,000
shares
|
$603,030
0.18% of portfolio
|
Q3 2020
Reduced 0.83%
|
|
|
K.J. Harrison & Partners Inc
|
Nov 10, 2025 Q3 2025 |
3,000
shares
|
$603,030
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Cross Staff Investments Inc
|
Oct 24, 2025 Q3 2025 |
3,000
shares
|
$603,030
0.46% of portfolio
|
Q2 2022
Added 12.57%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
2,998
shares
|
$602,627
0.04% of portfolio
|
Q3 2025
Added 78.77%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
2,991
shares
|
$601,220
0.03% of portfolio
|
Q3 2025
Added 31.01%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,986
shares
|
$600,215
0.06% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
2,986
shares
|
$600,215
0.11% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
2,984
shares
|
$599,813
0.07% of portfolio
|
Q4 2025
Reduced 7.59%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
2,982
shares
|
$599,411
0.01% of portfolio
|
Q4 2025
Added 119.75%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
2,982
shares
|
$599,411
0.09% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
2,977
shares
|
$598,406
0.05% of portfolio
|
Q2 2024
Reduced 4.03%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,977
shares
|
$598,406
0.06% of portfolio
|
Q3 2025
Added 178.48%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
2,974
shares
|
$597,803
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
2,972
shares
|
$597,401
0.1% of portfolio
|
Q3 2025
Reduced 91.01%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
2,965
shares
|
$595,994
0.04% of portfolio
|
Q3 2025
Added 44.78%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
2,956
shares
|
$594,185
0.36% of portfolio
|
Q3 2025
Reduced 27.23%
|
|
|
Factorial Partners, LLC
|
Nov 10, 2025 Q3 2025 |
2,955
shares
|
$593,984
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Nov 03, 2025 Q3 2025 |
2,954
shares
|
$593,783
0.13% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
2,944
shares
|
$591,773
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
2,938
shares
|
$590,567
0.03% of portfolio
|
Q3 2025
Added 33.61%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
2,925
shares
|
$587,954
0.09% of portfolio
|
Q4 2025
Reduced 22.0%
|
|