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 |
|---|---|---|---|---|---|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
11,011
shares
|
$2.39 Million
0.14% of portfolio
|
Q1 2025
Reduced 46.07%
|
|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
11,010
shares
|
$2.39 Million
0.8% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
11,002
shares
|
$2.38 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
10,970
shares
|
$2.38 Million
0.06% of portfolio
|
Q2 2025
Added 108.75%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
10,955
shares
|
$2.37 Million
0.06% of portfolio
|
Q2 2025
Added 15.12%
|
|
|
Trust Investment Advisors
|
Aug 01, 2025 Q2 2025 |
10,875
shares
|
$2.36 Million
1.47% of portfolio
|
Q2 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
10,867
shares
|
$2.36 Million
0.05% of portfolio
|
Q2 2025
Added 228.61%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
10,773
shares
|
$2.33 Million
0.03% of portfolio
|
Q2 2025
Added 112.61%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
10,770
shares
|
$2.33 Million
0.07% of portfolio
|
Q2 2025
Added 7.54%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Aug 08, 2025 Q2 2025 |
10,738
shares
|
$2.33 Million
0.02% of portfolio
|
Q2 2025
Added 19.74%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
10,695
shares
|
$2.32 Million
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,646
shares
|
$2.31 Million
0.07% of portfolio
|
Q2 2025
Added 27.71%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
10,588
shares
|
$2.29 Million
0.03% of portfolio
|
Q2 2025
Added 529.11%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
10,586
shares
|
$2.29 Million
0.09% of portfolio
|
Q2 2025
Added 17.35%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
10,581
shares
|
$2.29 Million
0.06% of portfolio
|
Q2 2025
Added 422.78%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
10,561
shares
|
$2.29 Million
0.15% of portfolio
|
Q2 2025
Added 85.74%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
10,538
shares
|
$2.28 Million
0.15% of portfolio
|
Q2 2025
Added 119.13%
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
10,459
shares
|
$2.27 Million
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
10,405
shares
|
$2.26 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
10,385
shares
|
$2.25 Million
0.08% of portfolio
|
Q2 2025
Added 43.32%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
10,379
shares
|
$2.25 Million
0.49% of portfolio
|
Q2 2025
Reduced 41.27%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
10,333
shares
|
$2.24 Million
0.08% of portfolio
|
Q3 2022
Added 0.04%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
10,321
shares
|
$2.24 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
10,317
shares
|
$2.24 Million
0.52% of portfolio
|
Q2 2025
Added 8.6%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
10,303
shares
|
$2.23 Million
0.05% of portfolio
|
Q2 2025
Added 13822.97%
|