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 |
|---|---|---|---|---|---|
|
Grandfield & Dodd, LLC
|
Oct 30, 2025 Q3 2025 |
2,739
shares
|
$550,566
0.04% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,729
shares
|
$548,556
0.01% of portfolio
|
Q3 2025
Reduced 33.01%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
2,727
shares
|
$548,154
0.01% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
2,722
shares
|
$547,149
0.05% of portfolio
|
Q3 2025
Added 100.89%
|
|
|
Birch Capital Management, LLC
|
Oct 27, 2025 Q3 2025 |
2,717
shares
|
$546,144
0.3% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
2,716
shares
|
$545,943
0.02% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 17, 2025 Q3 2025 |
2,714
shares
|
$545,541
0.25% of portfolio
|
Q3 2025
Added 25.9%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,698
shares
|
$542,324
0.02% of portfolio
|
Q3 2025
Added 29.59%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
2,680
shares
|
$538,706
0.03% of portfolio
|
Q3 2025
Added 162.75%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
2,667
shares
|
$536,093
0.02% of portfolio
|
Q3 2025
Reduced 45.67%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
2,660
shares
|
$534,686
0.03% of portfolio
|
Q4 2025
Reduced 7.03%
|
|
|
J2 Capital Management Inc
|
Oct 14, 2025 Q3 2025 |
2,658
shares
|
$534,284
0.44% of portfolio
|
Q3 2025
Reduced 8.38%
|
|
|
Lafayette Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
2,642
shares
|
$531,068
0.11% of portfolio
|
Q3 2025
Added 8.19%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
2,621
shares
|
$526,847
0.03% of portfolio
|
Q2 2024
Reduced 7.4%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
2,621
shares
|
$526,847
0.09% of portfolio
|
Q3 2025
Added 47.75%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 13, 2025 Q3 2025 |
2,613
shares
|
$525,239
0.05% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
2,605
shares
|
$523,631
0.1% of portfolio
|
Q3 2025
Added 17.29%
|
|
|
Greenfield Savings Bank
|
Oct 06, 2025 Q3 2025 |
2,600
shares
|
$522,626
0.24% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Capital Performance Advisors LLP
|
Jan 16, 2026 Q4 2025 |
2,593
shares
|
$521,218
0.06% of portfolio
|
Q4 2025
Added 91.22%
|
|
|
Northwest Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
2,589
shares
|
$520,414
0.08% of portfolio
|
Q4 2025
Added 78.92%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
2,588
shares
|
$520,213
0.04% of portfolio
|
Q4 2025
Reduced 4.33%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
2,584
shares
|
$519,409
0.03% of portfolio
|
Q2 2022
Reduced 3.76%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
2,579
shares
|
$518,404
0.01% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
2,571
shares
|
$516,796
0.02% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
2,554
shares
|
$513,379
0.02% of portfolio
|
Q4 2025
Reduced 16.51%
|
|