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 |
|---|---|---|---|---|---|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
3,157
shares
|
$634,588
0.08% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
3,146
shares
|
$632,377
0.11% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
3,141
shares
|
$631,372
0.32% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
3,138
shares
|
$630,769
0.03% of portfolio
|
Q3 2025
Added 11.16%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Nov 05, 2025 Q3 2025 |
3,128
shares
|
$628,759
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
3,117
shares
|
$626,548
0.09% of portfolio
|
Q3 2025
Reduced 12.35%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
3,109
shares
|
$624,940
0.0% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
3,104
shares
|
$623,935
0.12% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
3,082
shares
|
$619,512
0.01% of portfolio
|
Q3 2025
Added 5.98%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,081
shares
|
$619,311
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
3,069
shares
|
$616,899
0.04% of portfolio
|
Q3 2025
Added 7.76%
|
|
|
Bank Of Stockton
|
Oct 29, 2025 Q3 2025 |
3,065
shares
|
$616,095
0.19% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2025 Q3 2025 |
3,061
shares
|
$615,291
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
3,059
shares
|
$614,889
0.03% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
3,053
shares
|
$613,683
0.05% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
3,042
shares
|
$611,472
0.1% of portfolio
|
Q3 2025
Added 23.01%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
3,041
shares
|
$611,271
0.03% of portfolio
|
Q1 2023
Reduced 0.26%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
3,038
shares
|
$610,668
0.31% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
3,021
shares
|
$607,251
0.02% of portfolio
|
Q3 2022
Reduced 1.37%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
3,013
shares
|
$605,643
0.06% of portfolio
|
Q3 2025
Added 31.86%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
3,008
shares
|
$604,638
0.05% of portfolio
|
Q3 2025
Reduced 8.38%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
3,003
shares
|
$603,633
0.08% of portfolio
|
Q3 2025
Added 196.45%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
3,002
shares
|
$603,432
0.01% of portfolio
|
Q3 2025
Added 13.58%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
3,000
shares
|
$603,030
0.03% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
3,000
shares
|
$603,030
0.18% of portfolio
|
Q3 2020
Reduced 0.83%
|
|