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 |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
196
shares
|
$39,397
0.01% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
196
shares
|
$39,397
0.03% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
187
shares
|
$37,588
0.01% of portfolio
|
Q3 2025
Added 9.36%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
187
shares
|
$37,588
0.02% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
181
shares
|
$36,382
0.02% of portfolio
|
Q3 2025
Added 19.08%
|
|
|
Adalta Capital Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
178
shares
|
$35,779
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
175
shares
|
$35,176
0.0% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Silicon Valley Capital Partners
|
Nov 14, 2025 Q3 2025 |
174
shares
|
$34,975
0.0% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
166
shares
|
$33,367
0.01% of portfolio
|
Q2 2025
Added 155.38%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
165
shares
|
$33,166
0.0% of portfolio
|
Q2 2023
Reduced 65.26%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
162
shares
|
$32,563
0.02% of portfolio
|
Q4 2024
Reduced 23.22%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
154
shares
|
$30,955
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
153
shares
|
$30,754
0.01% of portfolio
|
Q2 2025
Added 232.61%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 14, 2026 Q4 2025 |
153
shares
|
$30,754
0.01% of portfolio
|
Q4 2025
Reduced 83.57%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
153
shares
|
$30,754
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
152
shares
|
$30,553
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
152
shares
|
$30,553
0.02% of portfolio
|
Q2 2025
Added 10.14%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
152
shares
|
$30,553
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
150
shares
|
$30,151
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
150
shares
|
$30,151
0.01% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
148
shares
|
$29,749
0.01% of portfolio
|
Q4 2025
Added 5.71%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
143
shares
|
$28,744
0.0% of portfolio
|
Q2 2025
Added 113.43%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
142
shares
|
$28,543
0.02% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
142
shares
|
$28,543
0.02% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
140
shares
|
$28,141
0.01% of portfolio
|
Q4 2024
Added 9.38%
|
|