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 |
|---|---|---|---|---|---|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
2,129
shares
|
$427,950
0.11% of portfolio
|
Q3 2025
Reduced 17.16%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
2,121
shares
|
$426,342
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Walker Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
2,118
shares
|
$425,739
0.28% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
2,117
shares
|
$425,538
0.07% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Oct 30, 2025 Q3 2025 |
2,108
shares
|
$423,729
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,101
shares
|
$422,322
0.03% of portfolio
|
Q3 2025
Added 41.39%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
2,095
shares
|
$421,115
0.14% of portfolio
|
Q2 2025
Added 1995.0%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 28, 2025 Q3 2025 |
2,083
shares
|
$418,703
0.05% of portfolio
|
Q2 2025
Added 38.87%
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 03, 2025 Q3 2025 |
2,078
shares
|
$417,698
0.13% of portfolio
|
Q3 2025
Added 54.15%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2025 Q3 2025 |
2,075
shares
|
$417,095
0.22% of portfolio
|
Q3 2025
Added 23.73%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
2,061
shares
|
$414,281
0.24% of portfolio
|
Q3 2025
Reduced 6.66%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
2,058
shares
|
$413,678
0.04% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Pettee Investors, Inc.
|
Nov 04, 2025 Q3 2025 |
2,055
shares
|
$413,075
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Equity Management
|
Nov 05, 2025 Q3 2025 |
2,049
shares
|
$411,869
0.18% of portfolio
|
Q3 2025
Added 26.09%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 07, 2025 Q3 2025 |
2,043
shares
|
$410,663
0.32% of portfolio
|
Q3 2025
Reduced 16.61%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
2,043
shares
|
$410,663
0.01% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
2,034
shares
|
$408,854
0.03% of portfolio
|
Q3 2025
Added 14.46%
|
|
|
Jb Global.Com LLC
New York, NY |
Oct 06, 2025 Q3 2025 |
2,034
shares
|
$408,854
0.44% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Inlet Private Wealth, LLC
|
Oct 31, 2025 Q3 2025 |
2,029
shares
|
$407,849
0.1% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
2,028
shares
|
$407,648
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
2,027
shares
|
$407,447
0.03% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
2,021
shares
|
$406,241
0.18% of portfolio
|
Q3 2025
Added 10.08%
|
|
|
Greenspring Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
2,018
shares
|
$405,638
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
2,018
shares
|
$405,638
0.04% of portfolio
|
Q3 2025
Added 90.2%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
2,015
shares
|
$405,035
0.03% of portfolio
|
Q2 2025
New holding
|
|