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 2,159 institutions that hold shares in the stock, with a total of 629 Million shares, which have been reported (via 13F filing form) to have a value of $136 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
24,324
shares
|
$5.27 Million
0.04% of portfolio
|
Q2 2025
Added 69.27%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
24,282
shares
|
$5.26 Million
0.07% of portfolio
|
Q3 2022
Reduced 1.35%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
24,139
shares
|
$5.23 Million
0.12% of portfolio
|
Q2 2025
Added 18.21%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jul 31, 2025 Q2 2025 |
24,057
shares
|
$5.21 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
23,684
shares
|
$5.13 Million
0.24% of portfolio
|
Q2 2025
Added 467.28%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
23,622
shares
|
$5.12 Million
0.08% of portfolio
|
Q2 2025
Added 182.9%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
23,600
shares
|
$5.11 Million
2.98% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
23,574
shares
|
$5.11 Million
0.06% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
23,570
shares
|
$5.11 Million
0.27% of portfolio
|
Q2 2025
Added 159.21%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
23,378
shares
|
$5.07 Million
0.19% of portfolio
|
Q3 2022
Added 17.25%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
23,370
shares
|
$5.06 Million
0.08% of portfolio
|
Q2 2025
Added 14.58%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
23,353
shares
|
$5.06 Million
0.61% of portfolio
|
Q2 2023
Added 27.89%
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
23,220
shares
|
$5.03 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
22,940
shares
|
$4.97 Million
0.26% of portfolio
|
Q2 2025
Added 69.22%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
22,903
shares
|
$4.96 Million
0.02% of portfolio
|
Q2 2025
Added 87.81%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
22,801
shares
|
$4.94 Million
1.61% of portfolio
|
Q2 2025
New holding
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
22,640
shares
|
$4.91 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
22,616
shares
|
$4.9 Million
0.74% of portfolio
|
Q2 2025
Added 1411.76%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
22,572
shares
|
$4.89 Million
0.02% of portfolio
|
Q2 2025
Added 917.67%
|
|
|
Myda Advisors LLC
Inwood, NY |
Aug 13, 2025 Q2 2025 |
22,500
shares
|
$4.88 Million
1.08% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
22,131
shares
|
$4.8 Million
0.09% of portfolio
|
Q2 2025
Added 70.99%
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
22,067
shares
|
$4.78 Million
0.96% of portfolio
|
Q2 2025
New holding
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Aug 12, 2025 Q2 2025 |
21,948
shares
|
$4.76 Million
0.18% of portfolio
|
Q2 2025
Added 81.85%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
21,899
shares
|
$4.75 Million
0.24% of portfolio
|
Q2 2025
Added 66.87%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
21,890
shares
|
$4.74 Million
0.01% of portfolio
|
Q2 2023
Reduced 37.97%
|