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 |
|---|---|---|---|---|---|
|
Private Wealth Partners, LLC
|
Nov 03, 2025 Q3 2025 |
1,000
shares
|
$201,010
0.02% of portfolio
|
Q3 2025
Reduced 76.96%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$201,010
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
W Advisors, LLC
Germantown, TN |
Nov 14, 2025 Q3 2025 |
997
shares
|
$200,406
0.12% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Cohen Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
996
shares
|
$200,205
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ndvr, Inc.
Boston, MA |
Oct 22, 2025 Q3 2025 |
996
shares
|
$200,205
0.18% of portfolio
|
Q3 2025
Reduced 57.31%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
993
shares
|
$199,602
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
993
shares
|
$199,602
0.02% of portfolio
|
Q2 2025
Added 37.92%
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 13, 2025 Q3 2025 |
992
shares
|
$199,401
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Horizon Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
987
shares
|
$198,396
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Gitterman Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
987
shares
|
$198,396
0.06% of portfolio
|
Q3 2025
Added 255.04%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
987
shares
|
$198,396
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Nov 05, 2025 Q3 2025 |
986
shares
|
$198,195
0.07% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
975
shares
|
$195,984
0.02% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
969
shares
|
$194,778
0.01% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 29, 2025 Q3 2025 |
969
shares
|
$194,778
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Heartland Bank & Trust CO
|
Nov 10, 2025 Q3 2025 |
968
shares
|
$194,577
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
964
shares
|
$193,773
0.05% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
964
shares
|
$193,773
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
962
shares
|
$193,371
0.01% of portfolio
|
Q3 2025
Added 26.08%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
961
shares
|
$193,170
0.04% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
961
shares
|
$193,170
0.19% of portfolio
|
Q2 2025
Reduced 57.85%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
958
shares
|
$192,567
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
958
shares
|
$192,567
0.07% of portfolio
|
Q2 2025
Added 26.55%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
957
shares
|
$192,366
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
957
shares
|
$192,366
0.06% of portfolio
|
Q3 2025
Added 48.37%
|
|