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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
6,687
shares
|
$1.45 Million
0.01% of portfolio
|
Q2 2025
Added 230.55%
|
|
|
Westbourne Investment Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
6,620
shares
|
$1.43 Million
0.43% of portfolio
|
Q2 2025
Added 5.08%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,610
shares
|
$1.43 Million
0.08% of portfolio
|
Q2 2025
Reduced 20.56%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
6,564
shares
|
$1.42 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
6,537
shares
|
$1.42 Million
0.04% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
6,513
shares
|
$1.41 Million
0.06% of portfolio
|
Q2 2025
Added 6.75%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
6,501
shares
|
$1.41 Million
0.01% of portfolio
|
Q3 2023
Reduced 82.0%
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
6,456
shares
|
$1.4 Million
0.2% of portfolio
|
Q2 2025
Reduced 7.0%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Aug 14, 2025 Q2 2025 |
6,443
shares
|
$1.4 Million
0.18% of portfolio
|
Q2 2025
Added 394.47%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Aug 11, 2025 Q2 2025 |
6,435
shares
|
$1.39 Million
0.61% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
6,418
shares
|
$1.39 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
6,412
shares
|
$1.39 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Aug 14, 2025 Q2 2025 |
6,400
shares
|
$1.39 Million
0.05% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Aug 14, 2025 Q2 2025 |
6,379
shares
|
$1.38 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
6,376
shares
|
$1.38 Million
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
6,320
shares
|
$1.37 Million
0.07% of portfolio
|
Q2 2025
Added 15.2%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
6,276
shares
|
$1.36 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
6,216
shares
|
$1.35 Million
0.09% of portfolio
|
Q2 2025
Added 93.95%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
6,214
shares
|
$1.35 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
6,171
shares
|
$1.34 Million
0.22% of portfolio
|
Q2 2025
Added 60.79%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
6,160
shares
|
$1.34 Million
0.54% of portfolio
|
Q2 2025
Added 38400.0%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
6,148
shares
|
$1.33 Million
0.34% of portfolio
|
Q2 2025
Added 18.99%
|
|
|
Thompson Davis & Co., Inc.
|
Aug 08, 2025 Q2 2025 |
6,147
shares
|
$1.33 Million
0.6% of portfolio
|
Q2 2025
Added 143.54%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
6,146
shares
|
$1.33 Million
0.18% of portfolio
|
Q2 2025
Added 10.9%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
6,131
shares
|
$1.33 Million
0.16% of portfolio
|
Q2 2025
Reduced 9.89%
|