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 2,241 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 |
|---|---|---|---|---|---|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
23,600
shares
|
$4.74 Million
2.98% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
23,392
shares
|
$4.7 Million
0.08% of portfolio
|
Q3 2025
Added 5.7%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
23,378
shares
|
$4.7 Million
0.19% of portfolio
|
Q3 2022
Added 17.25%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
23,370
shares
|
$4.7 Million
0.07% of portfolio
|
Q2 2025
Added 14.58%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
23,365
shares
|
$4.7 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
23,353
shares
|
$4.69 Million
0.61% of portfolio
|
Q2 2023
Added 27.89%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
23,298
shares
|
$4.68 Million
0.02% of portfolio
|
Q3 2025
Added 19.04%
|
|
|
Lynch & Associates
|
Oct 07, 2025 Q3 2025 |
23,179
shares
|
$4.66 Million
0.97% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
23,166
shares
|
$4.66 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Empirical Finance, LLC
|
Nov 13, 2025 Q3 2025 |
23,151
shares
|
$4.65 Million
0.24% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Laurion Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
23,118
shares
|
$4.65 Million
0.09% of portfolio
|
Q3 2025
Reduced 86.91%
|
|
|
Cypress Financial Planning LLC
|
Oct 09, 2025 Q3 2025 |
22,803
shares
|
$4.58 Million
1.5% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
22,709
shares
|
$4.56 Million
0.1% of portfolio
|
Q3 2025
Reduced 5.92%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Nov 14, 2025 Q3 2025 |
22,592
shares
|
$4.54 Million
0.12% of portfolio
|
Q3 2025
Added 358.72%
|
|
|
Ls Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
22,575
shares
|
$4.54 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
22,426
shares
|
$4.51 Million
0.12% of portfolio
|
Q3 2025
Added 11.44%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Oct 27, 2025 Q3 2025 |
22,397
shares
|
$4.5 Million
0.17% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2025 Q3 2025 |
22,293
shares
|
$4.48 Million
0.13% of portfolio
|
Q3 2025
Reduced 64.58%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
22,180
shares
|
$4.46 Million
0.13% of portfolio
|
Q3 2025
Added 5.93%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
21,890
shares
|
$4.4 Million
0.01% of portfolio
|
Q2 2023
Reduced 37.97%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
21,767
shares
|
$4.38 Million
0.46% of portfolio
|
Q3 2022
Added 3.16%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
21,753
shares
|
$4.37 Million
0.06% of portfolio
|
Q3 2025
Added 14.84%
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
21,573
shares
|
$4.34 Million
0.84% of portfolio
|
Q3 2025
Added 107.85%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
21,417
shares
|
$4.31 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
21,251
shares
|
$4.27 Million
0.57% of portfolio
|
Q1 2023
Added 0.66%
|
|