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 2,251 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
1,637
shares
|
$329,053
0.23% of portfolio
|
Q3 2025
Reduced 15.05%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
1,630
shares
|
$327,646
0.11% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
1,628
shares
|
$327,244
0.06% of portfolio
|
Q3 2025
Reduced 16.73%
|
|
|
Carter Financial Group, Inc.
Barrington, IL |
Nov 14, 2025 Q3 2025 |
1,625
shares
|
$326,641
0.21% of portfolio
|
Q3 2025
Added 30.94%
|
|
|
First Financial Group Corp
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
1,616
shares
|
$324,832
0.3% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Oct 30, 2025 Q3 2025 |
1,613
shares
|
$324,229
0.16% of portfolio
|
Q3 2025
Reduced 15.68%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
1,613
shares
|
$324,229
0.16% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Allianz Se
Munich, 2M |
Nov 12, 2025 Q3 2025 |
1,610
shares
|
$323,626
0.01% of portfolio
|
Q1 2024
Reduced 28.57%
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
1,603
shares
|
$322,219
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Wood Trust Financial Corp
|
Oct 28, 2025 Q3 2025 |
1,601
shares
|
$321,817
0.04% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
1,600
shares
|
$321,616
0.03% of portfolio
|
Q3 2025
Added 8.47%
|
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2025 Q3 2025 |
1,600
shares
|
$321,616
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2025 Q3 2025 |
1,600
shares
|
$321,616
0.13% of portfolio
|
Q1 2024
Reduced 0.74%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
1,600
shares
|
$321,616
0.14% of portfolio
|
Q2 2025
Added 433.33%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
1,599
shares
|
$321,414
0.08% of portfolio
|
Q3 2025
Added 37.84%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
1,595
shares
|
$320,610
0.02% of portfolio
|
Q3 2025
Reduced 64.24%
|
|
|
Credit Industriel Et Commercial
Paris France, I0 |
Nov 07, 2025 Q3 2025 |
1,592
shares
|
$320,007
0.03% of portfolio
|
Q3 2025
Reduced 38.51%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
1,591
shares
|
$319,806
0.06% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
1,590
shares
|
$319,605
0.04% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
1,586
shares
|
$318,801
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Marco Investment Management LLC
|
Nov 04, 2025 Q3 2025 |
1,585
shares
|
$318,600
0.03% of portfolio
|
Q1 2025
New holding
|
|