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 |
|---|---|---|---|---|---|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
3,307
shares
|
$664,740
0.15% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
3,306
shares
|
$664,539
0.02% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
3,281
shares
|
$659,513
0.02% of portfolio
|
Q3 2025
Added 68.6%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
3,281
shares
|
$659,513
0.55% of portfolio
|
Q3 2023
Added 11.98%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
3,272
shares
|
$657,704
0.03% of portfolio
|
Q3 2025
Added 63.76%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
3,267
shares
|
$656,699
0.11% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
3,266
shares
|
$656,498
0.05% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Trust CO Of Virginia
|
Oct 23, 2025 Q3 2025 |
3,265
shares
|
$656,297
0.06% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
3,265
shares
|
$656,297
0.06% of portfolio
|
Q3 2025
Reduced 7.3%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
3,265
shares
|
$656,297
0.08% of portfolio
|
Q3 2025
Added 40.85%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
3,261
shares
|
$655,493
0.03% of portfolio
|
Q3 2025
Added 29.2%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
3,255
shares
|
$654,287
0.16% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
3,241
shares
|
$651,473
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
3,235
shares
|
$650,267
0.1% of portfolio
|
Q3 2025
Added 8.01%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
3,229
shares
|
$649,061
0.07% of portfolio
|
Q3 2025
Added 17.93%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
3,221
shares
|
$647,453
0.06% of portfolio
|
Q3 2025
Added 63.17%
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
3,220
shares
|
$647,252
0.19% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Lebenthal Global Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
3,214
shares
|
$646,046
0.12% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
3,213
shares
|
$645,845
0.02% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Traub Capital Management LLC
Needham, MA |
Oct 30, 2025 Q3 2025 |
3,210
shares
|
$645,242
0.67% of portfolio
|
Q2 2025
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
3,202
shares
|
$643,634
0.03% of portfolio
|
Q2 2025
Added 5.89%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
3,202
shares
|
$643,634
0.04% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 12, 2025 Q3 2025 |
3,190
shares
|
$641,221
0.01% of portfolio
|
Q3 2025
Reduced 14.29%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 14, 2025 Q3 2025 |
3,178
shares
|
$638,809
0.07% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Nov 07, 2025 Q3 2025 |
3,171
shares
|
$637,402
0.49% of portfolio
|
Q3 2025
Reduced 0.03%
|
|