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 |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
2,214
shares
|
$445,036
0.06% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
2,212
shares
|
$444,634
0.07% of portfolio
|
Q3 2025
Reduced 19.48%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
2,211
shares
|
$444,433
0.02% of portfolio
|
Q3 2025
Added 17.48%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
2,211
shares
|
$444,433
0.16% of portfolio
|
Q3 2025
Added 55.49%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
2,205
shares
|
$443,227
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
2,196
shares
|
$441,417
0.01% of portfolio
|
Q3 2025
Added 33.9%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
2,196
shares
|
$441,417
0.1% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 29, 2025 Q3 2025 |
2,194
shares
|
$441,015
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
2,188
shares
|
$439,809
0.07% of portfolio
|
Q1 2025
Reduced 44.18%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
2,186
shares
|
$439,407
0.02% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
2,181
shares
|
$438,402
0.02% of portfolio
|
Q3 2022
Reduced 42.32%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
2,178
shares
|
$437,799
0.05% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
2,177
shares
|
$437,598
0.01% of portfolio
|
Q3 2025
Added 5.58%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
2,175
shares
|
$437,196
0.09% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
2,174
shares
|
$436,995
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
2,174
shares
|
$436,995
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Kearns & Associates LLC
|
Oct 22, 2025 Q3 2025 |
2,170
shares
|
$436,191
0.24% of portfolio
|
Q4 2022
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
2,170
shares
|
$436,191
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
2,170
shares
|
$436,191
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Neville Rodie & Shaw Inc
|
Oct 01, 2025 Q3 2025 |
2,165
shares
|
$435,186
0.03% of portfolio
|
Q1 2025
Reduced 52.57%
|
|
|
Kg&L Capital Management,Llc
|
Oct 22, 2025 Q3 2025 |
2,151
shares
|
$432,372
0.12% of portfolio
|
Q3 2025
Reduced 16.04%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,142
shares
|
$430,563
0.15% of portfolio
|
Q4 2023
Reduced 9.85%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
2,136
shares
|
$429,357
0.03% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
2,135
shares
|
$429,156
0.0% of portfolio
|
Q3 2025
Reduced 87.78%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,134
shares
|
$428,955
0.01% of portfolio
|
Q1 2024
Reduced 13.32%
|
|