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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
12,072
shares
|
$2.62 Million
0.02% of portfolio
|
Q2 2025
Added 303.61%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 13, 2025 Q2 2025 |
11,990
shares
|
$2.6 Million
1.05% of portfolio
|
Q2 2025
Added 7.78%
|
|
|
Sumitomo Life Insurance CO
|
Aug 05, 2025 Q2 2025 |
11,959
shares
|
$2.59 Million
0.19% of portfolio
|
Q2 2025
Added 187.27%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
11,946
shares
|
$2.59 Million
0.11% of portfolio
|
Q2 2025
Added 102.03%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
11,884
shares
|
$2.58 Million
0.08% of portfolio
|
Q2 2025
Added 882.96%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
11,819
shares
|
$2.56 Million
0.13% of portfolio
|
Q4 2023
Reduced 36.99%
|
|
|
Dorsey Wright & Associates
|
Aug 11, 2025 Q2 2025 |
11,682
shares
|
$2.53 Million
0.61% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
11,677
shares
|
$2.53 Million
0.05% of portfolio
|
Q2 2025
Added 24.85%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
11,605
shares
|
$2.52 Million
0.02% of portfolio
|
Q2 2025
Added 22.87%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
11,539
shares
|
$2.5 Million
0.05% of portfolio
|
Q2 2025
Added 41.1%
|
|
|
Round Hill Asset Management
Pasadena, CA |
Aug 13, 2025 Q2 2025 |
11,484
shares
|
$2.49 Million
1.7% of portfolio
|
Q2 2025
New holding
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
11,472
shares
|
$2.49 Million
0.01% of portfolio
|
Q4 2022
Added 93.16%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
11,458
shares
|
$2.48 Million
0.04% of portfolio
|
Q1 2025
Added 4.34%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
11,450
shares
|
$2.48 Million
0.49% of portfolio
|
Q3 2022
Added 1.87%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
11,424
shares
|
$2.48 Million
1.33% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Aug 05, 2025 Q2 2025 |
11,381
shares
|
$2.47 Million
0.74% of portfolio
|
Q2 2025
New holding
|
|
|
Vectors Research Management, LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
11,374
shares
|
$2.47 Million
0.83% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Culbertson A N & CO Inc
|
Aug 11, 2025 Q2 2025 |
11,365
shares
|
$2.46 Million
0.38% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
11,346
shares
|
$2.46 Million
0.67% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,327
shares
|
$2.45 Million
0.04% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Jul 29, 2025 Q2 2025 |
11,234
shares
|
$2.43 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
11,202
shares
|
$2.43 Million
0.03% of portfolio
|
Q2 2025
Added 22.65%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
11,148
shares
|
$2.42 Million
1.46% of portfolio
|
Q2 2025
Added 829.0%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
11,142
shares
|
$2.41 Million
0.07% of portfolio
|
Q2 2025
Added 311.14%
|
|
|
Convergence Investment Partners, LLC
|
Aug 01, 2025 Q2 2025 |
11,029
shares
|
$2.39 Million
0.62% of portfolio
|
Q2 2025
Added 4.18%
|