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 |
|---|---|---|---|---|---|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
344
shares
|
$69,147
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
340
shares
|
$68,343
0.01% of portfolio
|
Q3 2025
Added 14.86%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
337
shares
|
$67,740
0.01% of portfolio
|
Q3 2025
Added 116.03%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
328
shares
|
$65,931
0.01% of portfolio
|
Q1 2025
Added 25.67%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
328
shares
|
$65,931
0.01% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
First Financial Corp
|
Jan 13, 2026 Q4 2025 |
326
shares
|
$65,529
0.03% of portfolio
|
Q3 2025
Added 6.54%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
323
shares
|
$64,926
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
323
shares
|
$64,926
0.02% of portfolio
|
Q3 2025
Added 20.52%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
322
shares
|
$64,725
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
320
shares
|
$64,323
0.01% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
319
shares
|
$64,122
0.02% of portfolio
|
Q3 2025
Added 29.15%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
319
shares
|
$64,122
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
309
shares
|
$62,112
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
304
shares
|
$61,107
0.02% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
301
shares
|
$60,504
0.01% of portfolio
|
Q2 2025
Added 34.38%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 22, 2025 Q3 2025 |
300
shares
|
$60,303
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
287
shares
|
$57,689
0.01% of portfolio
|
Q4 2025
Reduced 8.6%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
286
shares
|
$57,488
0.1% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Perkins Coie Trust CO
|
Jan 12, 2026 Q4 2025 |
285
shares
|
$57,287
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
285
shares
|
$57,287
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
279
shares
|
$56,081
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
278
shares
|
$55,880
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 14, 2026 Q4 2025 |
277
shares
|
$55,679
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
276
shares
|
$55,478
0.02% of portfolio
|
Q4 2025
Added 0.36%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
270
shares
|
$54,272
0.0% of portfolio
|
Q3 2025
Added 350.0%
|
|