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Who Owns Capital One Financial Corp

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Capital One Financial Corp.

Who crossed 5% of COF →
Managers holding
75
as of 2026-09-30
Reported value
$142.2M
summed across filings
Shares held
736K
Added vs trimmed
31 / 19
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Mn Services Vermogensbeheer B.V.COM176.4K shadded$34.1M
PARK NATIONAL CORP /OH/Com95.9K shadded$18.5M
Artemis Investment Management LLPCOM69.1K shtrimmed$13.3M
Venture Visionary Partners LLCCOM65.9K shadded$12.7M
KWMG, LLCCOM39.4K shadded$7.6M
Farther Finance Advisors, LLCStock29.6K shadded$5.7M
GAMMA Investing LLCCommon Stock25.2K shadded$4.9M
FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM23.2K shtrimmed$4.5M
CYPRESS FINANCIAL PLANNING LLCCOM22.7K shadded$4.4M
Wedmont Private CapitalCOM14.4K shadded$2.9M
DIVERSIFIED MANAGEMENT INCCOM14.5K shadded$2.8M
YHB Investment Advisors, Inc.COM10K shtrimmed$1.9M
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock9.4K shtrimmed$1.8M
Avidian Wealth Enterprises, LLCCOM8.9K shtrimmed$1.7M
Valeo Financial Advisors, LLCStock7.5K shadded$1.5M
Galvin, Gaustad & Stein, LLCCOM7.5K shtrimmed$1.4M
Adirondack Capital Advisors, LLCCOM7K shtrimmed$1.3M
BAKER TILLY WEALTH MANAGEMENT, LLCCOM6.3K shadded$1.2M
Athena Wealth Management, LLCCOM6K shadded$1.2M
Everhart Financial Group, Inc.COM5.6K shadded$1.1M
Barden Capital Management, Inc.COM5.1K shadded$984.9K
Bank & Trust CoCOM5.1K shtrimmed$979.8K
RIVERSEDGE ADVISORS, LLCCOM5K shadded$960.5K
Wealth Enhancement Trust Services, Inc.COM4.7K shtrimmed$907.4K
Cooper Financial GroupCOM4.3K shadded$829.8K
NEVILLE RODIE & SHAW INCCOM3.9K shadded$746K
Allen Mooney & Barnes Investment Advisors LLCStock3.8K shadded$729.7K
S.E.E.D. Planning Group LLCCOM3.7K shadded$718.6K
ARMSTRONG ADVISORY GROUP, INCCOM3.4K shadded$648.1K
Acropolis Investment Management, LLCCOM3.1K shtrimmed$589.1K
LifeGoal Investments, LLCCOM2.9K shadded$565.5K
Central Pacific Bank - Trust DivisionCOM2.7K shheld$511.6K
Elm3 Financial Group, LLCCOM2.6K sh—$504.7K
Greenfield Savings BankCOM2.5K shheld$478.6K
Apella Capital, LLCCOM2.4K shadded$471.5K
Monument Capital ManagementCOM2.1K shadded$407.5K
ACIMA PRIVATE WEALTH, LLCStock2.1K shheld$404.5K
Breakwater Capital GroupCOM2K shheld$380.9K
KFA Private Wealth Group, LLCCOM2K shadded$377.4K
Rosenberg Matthew HamiltonStock1.8K shadded$356.8K
MOODY NATIONAL BANK TRUST DIVISIONCOM1.8K shtrimmed$350.4K
Green Ridge Wealth Planning LLCCOM1.8K shtrimmed$342.7K
WoodTrust Financial CorpCOMMON1.6K shtrimmed$309K
Heartwood Wealth Advisors LLCStock1.6K shheld$308.7K
RVW Wealth, LLCCOM1.5K shheld$295.6K
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM1.5K sh—$280K
Grove Bank & TrustCOM1.4K shheld$270.9K
New Covenant Trust Company, N.A.COM1.4K shadded$264.1K
TITLEIST ASSET MANAGEMENT, LLCCOM1.3K shtrimmed$249.4K
Veracity Capital LLCCOM1.2K shadded$233.3K
EASTERN BANKCOM1.1K shheld$221.5K
Legacy Private Trust Co.COM1.1K shtrimmed$219.7K
Kearns & Associates LLCCOM1.1K shheld$209.5K
GK Wealth Management LLCCOM1.1K sh—$203.4K
TOMPKINS FINANCIAL CORPCOM911 shheld$175.9K
AMERICAN NATIONAL BANK & TRUSTCOM818 shtrimmed$157.9K
CoreCap Advisors, LLCStock805 shtrimmed$155.6K
ATWOOD & PALMER INCCOM764 shheld$147.5K
TOTH FINANCIAL ADVISORY CORPCOM745 shtrimmed$143.8K
FIRST COMMUNITY TRUST NACOM635 shheld$122.6K
Trust CoStock560 shadded$108.1K
Bangor Savings BankCOM371 shheld$71.6K
Bank of New HampshireCOM293 shheld$56.6K
ELEVATION WEALTH PARTNERS, LLCCOM251 shtrimmed$48.5K
Byrne Asset Management LLCCOM154 shadded$30K
Olistico Wealth, LLCStock124 shheld$23.9K
NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM122 sh—$23.6K
Marquette Asset Management, LLCCOM101 shheld$19.5K
Paladin Partners, LLCStock100 shheld$19.3K
GILPIN WEALTH MANAGEMENT, LLCCOM81 sh—$15.6K
Bullock Wealth Management GroupStock33 shheld$6.4K
Davis Capital ManagementStock22 shadded$4.2K
Retirement Wealth Solutions LLCCOM20 shadded$3.9K
Investors Research CorpCOM17 shheld$3.3K
VALLEY WEALTH MANAGERS, INC.Stock1 shheld$193

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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