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 |
|---|---|---|---|---|---|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
1,720
shares
|
$345,737
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Parisi Gray Wealth Management
|
Jan 07, 2026 Q4 2025 |
1,718
shares
|
$345,335
0.09% of portfolio
|
Q4 2025
Added 14.84%
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
1,715
shares
|
$344,732
0.13% of portfolio
|
Q3 2025
Added 145.35%
|
|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
1,709
shares
|
$343,526
0.08% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
1,708
shares
|
$343,325
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,707
shares
|
$343,124
0.02% of portfolio
|
Q3 2022
Reduced 19.71%
|
|
|
Natural Investments, LLC
|
Oct 10, 2025 Q3 2025 |
1,703
shares
|
$342,320
0.09% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Burt Wealth Advisors
|
Nov 05, 2025 Q3 2025 |
1,703
shares
|
$342,320
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
1,699
shares
|
$341,515
0.09% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
1,697
shares
|
$341,113
0.01% of portfolio
|
Q3 2025
Reduced 7.92%
|
|
|
Abner Herrman & Brock LLC
|
Jan 06, 2026 Q4 2025 |
1,692
shares
|
$340,108
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Spectrum Financial Alliance LTD LLC
|
Nov 14, 2025 Q3 2025 |
1,686
shares
|
$338,902
0.09% of portfolio
|
Q3 2025
Reduced 12.32%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
1,686
shares
|
$338,902
0.0% of portfolio
|
Q4 2021
Added 6.57%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,682
shares
|
$338,098
0.0% of portfolio
|
Q2 2022
Added 1.14%
|
|
|
First Citizens Financial Corp
|
Jan 06, 2026 Q4 2025 |
1,682
shares
|
$338,098
0.17% of portfolio
|
Q4 2025
Reduced 18.94%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
1,680
shares
|
$337,696
0.01% of portfolio
|
Q1 2024
Reduced 3.06%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
1,676
shares
|
$336,892
0.04% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 17, 2025 Q3 2025 |
1,673
shares
|
$336,289
0.11% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
F
|
Nov 13, 2025 Q3 2025 |
1,659
shares
|
$333,475
0.01% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
1,655
shares
|
$332,671
0.04% of portfolio
|
Q3 2025
Reduced 12.85%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
1,651
shares
|
$331,867
0.19% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
1,651
shares
|
$331,867
0.03% of portfolio
|
Q1 2025
Reduced 11.81%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Nov 06, 2025 Q3 2025 |
1,650
shares
|
$331,666
0.0% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
1,643
shares
|
$330,259
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
1,643
shares
|
$330,259
0.02% of portfolio
|
Q4 2025
Added 0.61%
|
|