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 |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
19,819
shares
|
$4.3 Million
0.08% of portfolio
|
Q2 2025
Added 11.41%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
19,755
shares
|
$4.28 Million
0.54% of portfolio
|
Q2 2025
Added 27.88%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
19,680
shares
|
$4.27 Million
0.21% of portfolio
|
Q2 2025
Added 71.92%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
19,612
shares
|
$4.25 Million
0.09% of portfolio
|
Q2 2025
Added 210.32%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
19,574
shares
|
$4.24 Million
0.17% of portfolio
|
Q2 2025
Added 9.5%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
19,571
shares
|
$4.24 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
19,509
shares
|
$4.23 Million
0.08% of portfolio
|
Q4 2023
Reduced 43.34%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
19,388
shares
|
$4.2 Million
0.06% of portfolio
|
Q2 2025
Added 110.72%
|
|
|
Ejf Capital LLC
Arlington, VA |
Aug 14, 2025 Q2 2025 |
19,379
shares
|
$4.2 Million
3.66% of portfolio
|
Q2 2025
Reduced 15.96%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
19,297
shares
|
$4.18 Million
0.46% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
19,263
shares
|
$4.17 Million
0.27% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
19,182
shares
|
$4.16 Million
0.49% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
19,180
shares
|
$4.16 Million
1.6% of portfolio
|
Q2 2025
Added 71.71%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
19,083
shares
|
$4.14 Million
0.18% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
18,942
shares
|
$4.11 Million
0.07% of portfolio
|
Q2 2025
Added 101.64%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
18,764
shares
|
$4.07 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
18,679
shares
|
$4.05 Million
0.05% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
18,609
shares
|
$4.03 Million
0.14% of portfolio
|
Q2 2022
Added 3.69%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
18,327
shares
|
$3.97 Million
0.02% of portfolio
|
Q2 2025
Added 465.65%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
18,282
shares
|
$3.96 Million
0.07% of portfolio
|
Q2 2025
Added 92.71%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
18,216
shares
|
$3.95 Million
0.05% of portfolio
|
Q2 2025
Added 74.33%
|
|
|
Armstrong Shaw Associates Inc
|
Oct 13, 2023 Q3 2023 |
18,137
shares
|
$3.93 Million
1.86% of portfolio
|
Q3 2023
Reduced 5.23%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
18,129
shares
|
$3.93 Million
0.61% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
18,090
shares
|
$3.92 Million
0.01% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
17,968
shares
|
$3.89 Million
0.01% of portfolio
|
Q2 2023
Reduced 8.22%
|