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 |
|---|---|---|---|---|---|
|
Fortem Financial Group, LLC
|
Aug 12, 2025 Q2 2025 |
6,991
shares
|
$1.52 Million
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
6,982
shares
|
$1.51 Million
0.02% of portfolio
|
Q2 2025
Added 19.55%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
6,972
shares
|
$1.51 Million
0.02% of portfolio
|
Q2 2025
Added 36.2%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Aug 11, 2025 Q2 2025 |
6,967
shares
|
$1.51 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Meridian Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
6,941
shares
|
$1.5 Million
0.69% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
6,928
shares
|
$1.5 Million
0.21% of portfolio
|
Q2 2025
Added 253.65%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
6,915
shares
|
$1.5 Million
0.09% of portfolio
|
Q2 2025
Added 66.71%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
6,911
shares
|
$1.5 Million
0.08% of portfolio
|
Q2 2025
Added 142.07%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
6,874
shares
|
$1.49 Million
0.05% of portfolio
|
Q2 2025
Added 51.28%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
6,867
shares
|
$1.49 Million
0.15% of portfolio
|
Q2 2025
Added 109.23%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
6,865
shares
|
$1.49 Million
0.08% of portfolio
|
Q2 2025
Added 30.32%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Aug 14, 2025 Q2 2025 |
6,859
shares
|
$1.49 Million
0.03% of portfolio
|
Q2 2025
Added 448.72%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Aug 04, 2025 Q2 2025 |
6,838
shares
|
$1.48 Million
0.11% of portfolio
|
Q2 2025
Added 41.31%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
6,818
shares
|
$1.48 Million
0.07% of portfolio
|
Q2 2025
Added 132.54%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
6,807
shares
|
$1.48 Million
0.01% of portfolio
|
Q1 2025
Reduced 25.47%
|
|
|
Lecap Asset Management LTD
London, X0 |
Jul 21, 2025 Q2 2025 |
6,804
shares
|
$1.47 Million
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
6,802
shares
|
$1.47 Million
0.11% of portfolio
|
Q2 2025
Added 24.24%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Aug 05, 2025 Q2 2025 |
6,800
shares
|
$1.47 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
6,779
shares
|
$1.47 Million
0.67% of portfolio
|
Q2 2025
Added 86.75%
|
|
|
Barden Capital Management, Inc.
|
Jul 28, 2025 Q2 2025 |
6,745
shares
|
$1.46 Million
1.26% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
6,736
shares
|
$1.46 Million
0.11% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
6,733
shares
|
$1.46 Million
0.51% of portfolio
|
Q2 2024
Reduced 6.91%
|
|
|
Qtron Investments LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,720
shares
|
$1.46 Million
0.19% of portfolio
|
Q2 2025
Added 140.69%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
6,703
shares
|
$1.45 Million
0.2% of portfolio
|
Q2 2025
Added 56.32%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
6,687
shares
|
$1.45 Million
0.01% of portfolio
|
Q2 2025
Added 230.55%
|