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 |
|---|---|---|---|---|---|
|
Goal Vest Advisory LLC
|
Oct 22, 2025 Q3 2025 |
150
shares
|
$30,151
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
150
shares
|
$30,151
0.01% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
143
shares
|
$28,744
0.0% of portfolio
|
Q2 2025
Added 113.43%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
142
shares
|
$28,543
0.02% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
142
shares
|
$28,543
0.02% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
140
shares
|
$28,141
0.01% of portfolio
|
Q4 2024
Added 9.38%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
140
shares
|
$28,141
0.01% of portfolio
|
Q3 2025
Added 45.83%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
137
shares
|
$27,538
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
136
shares
|
$27,337
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
136
shares
|
$27,337
0.01% of portfolio
|
Q3 2025
Added 43.16%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
133
shares
|
$26,734
0.0% of portfolio
|
Q3 2024
Reduced 28.88%
|
|
|
Founders Capital Management
|
Nov 13, 2025 Q3 2025 |
132
shares
|
$26,533
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
131
shares
|
$26,332
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
130
shares
|
$26,131
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
126
shares
|
$25,327
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
122
shares
|
$24,523
0.0% of portfolio
|
Q2 2025
Added 103.33%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
120
shares
|
$24,121
0.02% of portfolio
|
Q3 2025
Added 13.21%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
115
shares
|
$23,116
0.0% of portfolio
|
Q2 2025
Added 53.33%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
115
shares
|
$23,116
0.0% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Lom Asset Management LTD
Hamilton, |
Nov 12, 2025 Q3 2025 |
115
shares
|
$23,116
0.01% of portfolio
|
Q2 2025
Added 21.74%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
113
shares
|
$22,714
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
112
shares
|
$22,513
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Peoples Financial Services Corp.
|
Oct 28, 2025 Q3 2025 |
111
shares
|
$22,312
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
111
shares
|
$22,312
0.01% of portfolio
|
Q1 2024
Added 11.0%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
109
shares
|
$21,910
0.01% of portfolio
|
Q3 2025
New holding
|
|