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 |
|---|---|---|---|---|---|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
77
shares
|
$15,477
0.0% of portfolio
|
Q3 2025
Added 42.59%
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
75
shares
|
$15,075
0.0% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Byrne Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
73
shares
|
$14,673
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
72
shares
|
$14,472
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
67
shares
|
$13,467
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
60
shares
|
$12,060
0.0% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
57
shares
|
$11,457
0.0% of portfolio
|
Q4 2023
Added 7.55%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
55
shares
|
$11,055
0.0% of portfolio
|
Q2 2025
Added 139.13%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
53
shares
|
$10,653
0.01% of portfolio
|
Q3 2025
Added 60.61%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
53
shares
|
$10,653
0.0% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
53
shares
|
$10,653
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
52
shares
|
$10,452
0.0% of portfolio
|
Q3 2025
Added 333.33%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
52
shares
|
$10,452
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
51
shares
|
$10,251
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
50
shares
|
$10,050
0.0% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
49
shares
|
$9,849
0.0% of portfolio
|
Q1 2024
Reduced 44.94%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
49
shares
|
$9,849
0.0% of portfolio
|
Q3 2025
Added 48.48%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
48
shares
|
$9,648
0.01% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
48
shares
|
$9,648
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
47
shares
|
$9,447
0.0% of portfolio
|
Q3 2025
Added 38.24%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
47
shares
|
$9,447
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
46
shares
|
$9,246
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
46
shares
|
$9,246
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
46
shares
|
$9,246
0.01% of portfolio
|
Q2 2025
Added 360.0%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
45
shares
|
$9,045
0.0% of portfolio
|
Q2 2025
Added 136.84%
|
|