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 |
|---|---|---|---|---|---|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
285
shares
|
$57,287
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
279
shares
|
$56,081
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
278
shares
|
$55,880
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Oct 28, 2025 Q3 2025 |
277
shares
|
$55,679
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
275
shares
|
$55,277
0.02% of portfolio
|
Q2 2025
Added 131.09%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
270
shares
|
$54,272
0.0% of portfolio
|
Q3 2025
Added 350.0%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Nov 14, 2025 Q3 2025 |
268
shares
|
$53,870
0.06% of portfolio
|
Q1 2025
Reduced 42.86%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
267
shares
|
$53,669
0.03% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
261
shares
|
$52,463
0.01% of portfolio
|
Q3 2025
Added 2800.0%
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Nov 14, 2025 Q3 2025 |
260
shares
|
$52,262
0.01% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
257
shares
|
$51,659
0.02% of portfolio
|
Q2 2025
Added 62.66%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
253
shares
|
$50,855
0.03% of portfolio
|
Q3 2025
Reduced 81.98%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
251
shares
|
$50,453
0.01% of portfolio
|
Q1 2024
Reduced 97.92%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
249
shares
|
$50,051
0.0% of portfolio
|
Q4 2022
Reduced 13.54%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
248
shares
|
$49,850
0.0% of portfolio
|
Q4 2023
Added 726.67%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
245
shares
|
$49,247
0.01% of portfolio
|
Q3 2025
Added 137.86%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
240
shares
|
$48,242
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
239
shares
|
$48,041
0.01% of portfolio
|
Q2 2025
Added 1305.88%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
236
shares
|
$47,438
0.01% of portfolio
|
Q3 2025
Added 103.45%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
229
shares
|
$46,031
0.01% of portfolio
|
Q1 2024
Reduced 11.24%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
229
shares
|
$46,031
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
229
shares
|
$46,031
0.01% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
227
shares
|
$45,629
0.03% of portfolio
|
Q3 2025
Added 15.23%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
221
shares
|
$44,423
0.0% of portfolio
|
Q3 2025
Reduced 14.01%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
219
shares
|
$44,021
0.01% of portfolio
|
Q3 2025
Reduced 3.1%
|
|