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 2,142 institutions that hold shares in the stock, with a total of 623 Million shares, which have been reported (via 13F filing form) to have a value of $135 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Aug 13, 2025 Q2 2025 |
7,585
shares
|
$1.64 Million
0.56% of portfolio
|
Q2 2025
Added 8.45%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
7,577
shares
|
$1.64 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.16%
|
|
|
Navalign, LLC
|
Aug 04, 2025 Q2 2025 |
7,568
shares
|
$1.64 Million
0.45% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
7,566
shares
|
$1.64 Million
0.03% of portfolio
|
Q2 2025
Added 88.3%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
7,563
shares
|
$1.64 Million
0.03% of portfolio
|
Q2 2025
Added 73.3%
|
|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
7,500
shares
|
$1.63 Million
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jul 21, 2025 Q2 2025 |
7,500
shares
|
$1.63 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Highview Capital Management LLC
|
Aug 11, 2025 Q2 2025 |
7,483
shares
|
$1.62 Million
0.62% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
7,474
shares
|
$1.62 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 07, 2025 Q2 2025 |
7,463
shares
|
$1.62 Million
0.66% of portfolio
|
Q2 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
7,460
shares
|
$1.62 Million
0.08% of portfolio
|
Q2 2025
Added 128.55%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
7,458
shares
|
$1.62 Million
0.04% of portfolio
|
Q2 2025
Added 11.65%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jul 23, 2025 Q2 2025 |
7,363
shares
|
$1.6 Million
0.12% of portfolio
|
Q2 2025
Added 67.42%
|
|
|
111 Capital
Paris, I0 |
Jul 21, 2025 Q2 2025 |
7,340
shares
|
$1.59 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
7,325
shares
|
$1.59 Million
0.17% of portfolio
|
Q2 2025
Added 64.46%
|
|
|
Css LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
7,246
shares
|
$1.57 Million
0.16% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
7,243
shares
|
$1.57 Million
0.02% of portfolio
|
Q2 2025
Added 68.95%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
7,157
shares
|
$1.55 Million
0.04% of portfolio
|
Q2 2025
Added 17.5%
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
7,154
shares
|
$1.55 Million
0.05% of portfolio
|
Q2 2025
Added 2501.45%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
7,153
shares
|
$1.55 Million
0.06% of portfolio
|
Q2 2025
Added 37.35%
|
|
|
Curated Wealth Partners LLC
|
Jul 28, 2025 Q2 2025 |
7,139
shares
|
$1.55 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
7,113
shares
|
$1.54 Million
0.56% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
7,092
shares
|
$1.54 Million
0.12% of portfolio
|
Q2 2025
Added 145.23%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
7,090
shares
|
$1.54 Million
0.05% of portfolio
|
Q2 2025
Added 72.38%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
6,999
shares
|
$1.52 Million
0.13% of portfolio
|
Q2 2025
Added 195.69%
|