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 |
|---|---|---|---|---|---|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,402
shares
|
$482,826
0.04% of portfolio
|
Q1 2023
Added 3.89%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 30, 2025 Q3 2025 |
2,390
shares
|
$480,413
0.3% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
2,384
shares
|
$479,207
0.01% of portfolio
|
Q3 2025
Added 12.67%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
2,377
shares
|
$477,800
0.03% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
2,375
shares
|
$477,398
0.04% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Limestone Investment Advisors LP
New York, NY |
Nov 13, 2025 Q3 2025 |
2,370
shares
|
$476,393
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2026 Q4 2025 |
2,365
shares
|
$475,388
0.04% of portfolio
|
Q4 2025
Added 9.24%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
2,361
shares
|
$474,584
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
2,358
shares
|
$473,981
0.08% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
2,356
shares
|
$473,579
0.03% of portfolio
|
Q2 2025
Added 80.54%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
2,324
shares
|
$467,147
0.06% of portfolio
|
Q2 2025
Added 85.18%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
2,322
shares
|
$466,745
0.02% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
2,321
shares
|
$466,544
0.04% of portfolio
|
Q3 2025
Added 19.33%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Nov 14, 2025 Q3 2025 |
2,316
shares
|
$465,539
0.36% of portfolio
|
Q3 2025
Reduced 11.97%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Nov 03, 2025 Q3 2025 |
2,294
shares
|
$461,116
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
2,280
shares
|
$458,302
0.04% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
2,266
shares
|
$455,488
0.05% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
2,254
shares
|
$453,076
0.06% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
2,252
shares
|
$452,674
0.06% of portfolio
|
Q3 2025
Added 11.43%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,250
shares
|
$452,272
0.01% of portfolio
|
Q3 2021
Added 14.8%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
2,249
shares
|
$452,071
0.03% of portfolio
|
Q3 2025
Added 55.86%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
2,244
shares
|
$451,066
0.03% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
2,242
shares
|
$450,664
0.02% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Meitav Dash Investments LTD
|
Oct 29, 2025 Q3 2025 |
2,235
shares
|
$449,257
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Riverview Trust CO
|
Oct 22, 2025 Q3 2025 |
2,230
shares
|
$448,252
0.75% of portfolio
|
Q2 2025
Reduced 12.07%
|
|