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 2,245 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 |
|---|---|---|---|---|---|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
10,538
shares
|
$2.12 Million
0.05% of portfolio
|
Q3 2025
Added 41.3%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
10,466
shares
|
$2.1 Million
0.13% of portfolio
|
Q3 2025
Added 52.41%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
10,419
shares
|
$2.09 Million
0.03% of portfolio
|
Q3 2025
Added 30.25%
|
|
|
17 Capital Partners, LLC
|
Nov 14, 2025 Q3 2025 |
10,409
shares
|
$2.09 Million
1.21% of portfolio
|
Q3 2025
Reduced 8.88%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
10,405
shares
|
$2.09 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
10,382
shares
|
$2.09 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
10,362
shares
|
$2.08 Million
0.07% of portfolio
|
Q4 2025
Reduced 4.05%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,335
shares
|
$2.08 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
10,333
shares
|
$2.08 Million
0.08% of portfolio
|
Q3 2022
Added 0.04%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
10,317
shares
|
$2.07 Million
0.49% of portfolio
|
Q2 2025
Added 8.6%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 17, 2025 Q3 2025 |
10,300
shares
|
$2.07 Million
0.37% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Groupama Asset Managment
Paris, I0 |
Dec 01, 2025 Q3 2025 |
10,284
shares
|
$2.07 Million
0.03% of portfolio
|
Q3 2025
Added 10.44%
|
|
|
Ifg Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
10,220
shares
|
$2.05 Million
0.36% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
10,213
shares
|
$2.05 Million
0.04% of portfolio
|
Q3 2025
Added 31.97%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
10,206
shares
|
$2.05 Million
0.08% of portfolio
|
Q4 2025
Added 6.49%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
10,186
shares
|
$2.05 Million
0.05% of portfolio
|
Q4 2025
Reduced 0.58%
|
|
|
Tema Etfs LLC
New York, NY |
Oct 24, 2025 Q3 2025 |
10,114
shares
|
$2.03 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
10,100
shares
|
$2.03 Million
0.25% of portfolio
|
Q1 2023
Added 23.17%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
10,084
shares
|
$2.03 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
American Assets Inc
|
Nov 05, 2025 Q3 2025 |
10,000
shares
|
$2.01 Million
0.68% of portfolio
|
Q4 2020
New holding
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
10,000
shares
|
$2.01 Million
0.01% of portfolio
|
Q3 2025
Reduced 98.7%
|
|
|
Southern Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
9,968
shares
|
$2 Million
1.02% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Nov 13, 2025 Q3 2025 |
9,813
shares
|
$1.97 Million
0.72% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
9,698
shares
|
$1.95 Million
0.13% of portfolio
|
Q4 2025
Added 34.1%
|
|
|
High Vista Strategies LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
9,674
shares
|
$1.94 Million
0.63% of portfolio
|
Q3 2025
New holding
|
|