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 |
|---|---|---|---|---|---|
|
Lionshead Wealth Management, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
1,235
shares
|
$248,247
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
1,233
shares
|
$247,845
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Oct 29, 2025 Q3 2025 |
1,232
shares
|
$247,644
0.06% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Nov 13, 2025 Q3 2025 |
1,231
shares
|
$247,443
0.21% of portfolio
|
Q3 2025
Reduced 10.41%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,228
shares
|
$246,840
0.04% of portfolio
|
Q3 2025
Reduced 16.06%
|
|
|
Rede Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
1,226
shares
|
$246,438
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
1,226
shares
|
$246,438
0.21% of portfolio
|
Q3 2025
Reduced 12.86%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
1,222
shares
|
$245,634
0.02% of portfolio
|
Q2 2025
Added 1320.93%
|
|
|
Crown Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
1,221
shares
|
$245,433
0.09% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
1,220
shares
|
$245,232
0.08% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
1,213
shares
|
$243,825
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Jacobsen Capital Management
|
Oct 27, 2025 Q3 2025 |
1,206
shares
|
$242,418
0.09% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Holistic Financial Partners
|
Nov 07, 2025 Q3 2025 |
1,205
shares
|
$242,217
0.11% of portfolio
|
Q3 2025
Added 15.64%
|
|
|
Primoris Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
1,204
shares
|
$242,016
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
1,204
shares
|
$242,016
0.02% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
1,203
shares
|
$241,815
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,203
shares
|
$241,815
0.05% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
1,202
shares
|
$241,614
0.06% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Canton Hathaway, LLC
|
Oct 23, 2025 Q3 2025 |
1,200
shares
|
$241,212
0.05% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Founders Capital Management, LLC
|
Oct 10, 2025 Q3 2025 |
1,200
shares
|
$241,212
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
1,197
shares
|
$240,608
0.02% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Nov 12, 2025 Q3 2025 |
1,194
shares
|
$240,005
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
1,193
shares
|
$239,804
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Oct 31, 2025 Q3 2025 |
1,192
shares
|
$239,603
0.1% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Waters Parkerson & Co., LLC
|
Oct 28, 2025 Q3 2025 |
1,191
shares
|
$239,402
0.01% of portfolio
|
Q3 2025
Reduced 7.75%
|
|