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 2,248 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 |
|---|---|---|---|---|---|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
6,093
shares
|
$1.22 Million
0.02% of portfolio
|
Q3 2025
Added 15.42%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
6,085
shares
|
$1.22 Million
0.14% of portfolio
|
Q3 2025
Added 144.87%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
6,082
shares
|
$1.22 Million
0.53% of portfolio
|
Q3 2025
Reduced 10.28%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,968
shares
|
$1.2 Million
0.01% of portfolio
|
Q2 2025
Added 101.96%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
5,965
shares
|
$1.2 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2025 Q3 2025 |
5,955
shares
|
$1.2 Million
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
5,942
shares
|
$1.19 Million
0.33% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
5,929
shares
|
$1.19 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Addison Capital CO
|
Nov 03, 2025 Q3 2025 |
5,922
shares
|
$1.19 Million
0.41% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 15, 2025 Q3 2025 |
5,919
shares
|
$1.19 Million
0.31% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2025 Q3 2025 |
5,896
shares
|
$1.19 Million
0.9% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
5,881
shares
|
$1.18 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,859
shares
|
$1.18 Million
0.02% of portfolio
|
Q2 2020
Reduced 4.0%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
5,849
shares
|
$1.18 Million
0.02% of portfolio
|
Q4 2023
Added 3.1%
|
|
|
Westerkirk Capital Inc.
Victoria, |
Nov 10, 2025 Q3 2025 |
5,843
shares
|
$1.17 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
5,835
shares
|
$1.17 Million
0.13% of portfolio
|
Q4 2025
Reduced 6.01%
|
|
|
Fisher Funds Management LTD
Auckland, Q2 |
Oct 29, 2025 Q3 2025 |
5,834
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
5,827
shares
|
$1.17 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
5,800
shares
|
$1.17 Million
0.35% of portfolio
|
Q3 2023
Reduced 7.94%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
5,788
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2025
Added 13.42%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
5,760
shares
|
$1.16 Million
0.14% of portfolio
|
Q2 2025
Added 575900.0%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
5,760
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2025
Added 18.23%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
5,751
shares
|
$1.16 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
5,734
shares
|
$1.15 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Nov 07, 2025 Q3 2025 |
5,720
shares
|
$1.15 Million
0.64% of portfolio
|
Q3 2025
Added 0.18%
|
|