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 |
|---|---|---|---|---|---|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
14,469
shares
|
$3.14 Million
0.13% of portfolio
|
Q2 2025
Added 434.31%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
14,466
shares
|
$3.14 Million
0.11% of portfolio
|
Q4 2022
Reduced 37.84%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
14,429
shares
|
$3.13 Million
0.04% of portfolio
|
Q2 2025
Added 139.6%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
14,404
shares
|
$3.12 Million
0.43% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
14,384
shares
|
$3.12 Million
0.03% of portfolio
|
Q2 2025
Added 77.8%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
14,282
shares
|
$3.1 Million
0.19% of portfolio
|
Q2 2025
Added 89.97%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
14,234
shares
|
$3.08 Million
0.24% of portfolio
|
Q2 2025
Added 10.38%
|
|
|
Investment House LLC
Las Vegas, NV |
Aug 14, 2025 Q2 2025 |
14,231
shares
|
$3.08 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
14,175
shares
|
$3.07 Million
0.26% of portfolio
|
Q2 2025
Added 110.06%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
14,081
shares
|
$3.05 Million
0.33% of portfolio
|
Q2 2025
Added 31.43%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
14,034
shares
|
$3.04 Million
0.07% of portfolio
|
Q2 2025
Added 46.55%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
14,002
shares
|
$3.03 Million
0.29% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
13,993
shares
|
$3.03 Million
0.02% of portfolio
|
Q2 2025
Added 79.17%
|
|
|
Kennondale Capital Management LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
13,988
shares
|
$3.03 Million
3.04% of portfolio
|
Q4 2024
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
13,861
shares
|
$3 Million
0.27% of portfolio
|
Q2 2025
Added 271.91%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
13,788
shares
|
$2.99 Million
0.06% of portfolio
|
Q1 2024
Added 0.13%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
13,720
shares
|
$2.97 Million
0.07% of portfolio
|
Q2 2025
Added 536.07%
|
|
|
Engineers Gate Manager LP
New York, NY |
Aug 14, 2025 Q2 2025 |
13,520
shares
|
$2.93 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
13,389
shares
|
$2.9 Million
0.04% of portfolio
|
Q2 2025
Added 17.61%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
13,367
shares
|
$2.9 Million
0.12% of portfolio
|
Q2 2025
Added 141.94%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
13,319
shares
|
$2.89 Million
0.07% of portfolio
|
Q2 2025
Added 15.66%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jul 17, 2025 Q2 2025 |
13,309
shares
|
$2.88 Million
1.36% of portfolio
|
Q2 2025
New holding
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
13,304
shares
|
$2.88 Million
0.11% of portfolio
|
Q2 2025
Added 300.48%
|
|
|
Salzhauer Michael
|
Aug 14, 2025 Q2 2025 |
13,304
shares
|
$2.88 Million
1.16% of portfolio
|
Q2 2025
Added 71.91%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Aug 14, 2025 Q2 2025 |
13,257
shares
|
$2.87 Million
0.69% of portfolio
|
Q2 2025
New holding
|