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 |
|---|---|---|---|---|---|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
356
shares
|
$71,559
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 03, 2025 Q3 2025 |
355
shares
|
$71,358
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
353
shares
|
$70,956
0.0% of portfolio
|
Q2 2023
Reduced 2.75%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
348
shares
|
$69,951
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
344
shares
|
$69,147
0.02% of portfolio
|
Q2 2025
Added 103.55%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
344
shares
|
$69,147
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
342
shares
|
$68,745
0.01% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
340
shares
|
$68,343
0.01% of portfolio
|
Q3 2025
Added 14.86%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
337
shares
|
$67,740
0.01% of portfolio
|
Q3 2025
Added 116.03%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
328
shares
|
$65,931
0.01% of portfolio
|
Q1 2025
Added 25.67%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
328
shares
|
$65,931
0.01% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
First Financial Corp
|
Oct 09, 2025 Q3 2025 |
326
shares
|
$65,529
0.03% of portfolio
|
Q3 2025
Added 6.54%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
323
shares
|
$64,926
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
323
shares
|
$64,926
0.02% of portfolio
|
Q3 2025
Added 20.52%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
322
shares
|
$64,725
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
320
shares
|
$64,323
0.01% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
319
shares
|
$64,122
0.02% of portfolio
|
Q3 2025
Added 29.15%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
319
shares
|
$64,122
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
314
shares
|
$63,117
0.01% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
309
shares
|
$62,112
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
304
shares
|
$61,107
0.02% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
301
shares
|
$60,504
0.01% of portfolio
|
Q2 2025
Added 34.38%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 22, 2025 Q3 2025 |
300
shares
|
$60,303
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
286
shares
|
$57,488
0.1% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Perkins Coie Trust CO
|
Oct 09, 2025 Q3 2025 |
285
shares
|
$57,287
0.01% of portfolio
|
Q2 2025
New holding
|
|