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 |
|---|---|---|---|---|---|
|
Tru Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
4,093
shares
|
$822,733
0.05% of portfolio
|
Q4 2025
Added 0.76%
|
|
|
Sather Financial Group Inc
|
Oct 22, 2025 Q3 2025 |
4,076
shares
|
$819,316
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
4,072
shares
|
$818,512
0.13% of portfolio
|
Q3 2025
Reduced 50.04%
|
|
|
Rexford Capital Inc
Bellaire, TX |
Oct 21, 2025 Q3 2025 |
4,071
shares
|
$818,311
0.67% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
4,062
shares
|
$816,502
0.05% of portfolio
|
Q3 2025
Added 17.71%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
4,056
shares
|
$815,296
0.02% of portfolio
|
Q3 2025
Reduced 58.55%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Nov 14, 2025 Q3 2025 |
4,050
shares
|
$814,090
0.16% of portfolio
|
Q3 2025
Reduced 14.74%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
4,033
shares
|
$810,673
0.08% of portfolio
|
Q3 2021
Reduced 4.72%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
4,030
shares
|
$810,070
0.06% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,030
shares
|
$810,070
0.13% of portfolio
|
Q4 2022
Added 59.29%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
4,008
shares
|
$805,648
0.14% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
4,005
shares
|
$805,045
0.08% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Bamco Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
4,000
shares
|
$804,040
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2025 Q3 2025 |
3,988
shares
|
$801,627
0.0% of portfolio
|
Q3 2025
Added 421.99%
|
|
|
Gryphon Financial Partners LLC
|
Nov 12, 2025 Q3 2025 |
3,975
shares
|
$799,014
0.1% of portfolio
|
Q3 2025
Reduced 8.24%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 14, 2025 Q3 2025 |
3,951
shares
|
$794,190
0.58% of portfolio
|
Q2 2025
New holding
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
3,945
shares
|
$792,984
0.1% of portfolio
|
Q2 2024
Reduced 16.42%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
3,933
shares
|
$790,572
0.26% of portfolio
|
Q3 2023
Added 0.56%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Nov 12, 2025 Q3 2025 |
3,913
shares
|
$786,552
0.59% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
3,900
shares
|
$783,939
0.03% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,895
shares
|
$782,933
0.01% of portfolio
|
Q3 2025
Added 103.82%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
3,890
shares
|
$781,928
0.07% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Nov 14, 2025 Q3 2025 |
3,803
shares
|
$764,441
0.03% of portfolio
|
Q3 2025
Added 137.24%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,801
shares
|
$764,039
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
3,797
shares
|
$763,234
0.02% of portfolio
|
Q2 2025
Added 36.68%
|
|