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 2,246 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 |
|---|---|---|---|---|---|
|
Meridian Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
7,027
shares
|
$1.41 Million
0.64% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
7,025
shares
|
$1.41 Million
0.1% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
7,021
shares
|
$1.41 Million
0.07% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Curated Wealth Partners LLC
|
Oct 09, 2025 Q3 2025 |
6,993
shares
|
$1.41 Million
0.19% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Oct 29, 2025 Q3 2025 |
6,967
shares
|
$1.4 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
6,957
shares
|
$1.4 Million
0.27% of portfolio
|
Q3 2025
Added 39.7%
|
|
|
Tandem Capital Management Corp
|
Nov 12, 2025 Q3 2025 |
6,948
shares
|
$1.4 Million
0.77% of portfolio
|
Q3 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
6,939
shares
|
$1.39 Million
0.02% of portfolio
|
Q3 2025
Added 30.21%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
6,862
shares
|
$1.38 Million
0.03% of portfolio
|
Q3 2025
Reduced 8.19%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
6,847
shares
|
$1.38 Million
0.04% of portfolio
|
Q3 2025
Added 234.49%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
6,838
shares
|
$1.37 Million
0.1% of portfolio
|
Q2 2025
Added 41.31%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Nov 10, 2025 Q3 2025 |
6,800
shares
|
$1.37 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Lecap Asset Management LTD
London, X0 |
Oct 23, 2025 Q3 2025 |
6,770
shares
|
$1.36 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
6,736
shares
|
$1.35 Million
0.11% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
6,733
shares
|
$1.35 Million
0.51% of portfolio
|
Q2 2024
Reduced 6.91%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
6,730
shares
|
$1.35 Million
0.08% of portfolio
|
Q3 2025
Added 170.39%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 12, 2025 Q3 2025 |
6,703
shares
|
$1.35 Million
0.05% of portfolio
|
Q3 2025
Added 71.74%
|
|
|
Barden Capital Management, Inc.
|
Jan 06, 2026 Q4 2025 |
6,630
shares
|
$1.33 Million
1.11% of portfolio
|
Q4 2025
Reduced 1.63%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
6,602
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.31%
|
|
|
Westbourne Investment Advisors, Inc.
|
Oct 20, 2025 Q3 2025 |
6,601
shares
|
$1.33 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
6,562
shares
|
$1.32 Million
0.04% of portfolio
|
Q3 2025
Reduced 8.31%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
6,558
shares
|
$1.32 Million
0.12% of portfolio
|
Q3 2025
Added 222.9%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
6,501
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2023
Reduced 82.0%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 13, 2025 Q3 2025 |
6,488
shares
|
$1.3 Million
0.04% of portfolio
|
Q3 2025
Reduced 57.23%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
6,466
shares
|
$1.3 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|