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 |
|---|---|---|---|---|---|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
6,070
shares
|
$1.32 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
6,068
shares
|
$1.32 Million
0.05% of portfolio
|
Q2 2025
Added 26.89%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jul 25, 2025 Q2 2025 |
6,059
shares
|
$1.31 Million
0.36% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
6,053
shares
|
$1.31 Million
0.06% of portfolio
|
Q2 2025
Added 45.43%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
6,037
shares
|
$1.31 Million
0.04% of portfolio
|
Q2 2025
Added 66.22%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
6,022
shares
|
$1.31 Million
0.38% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
6,003
shares
|
$1.3 Million
0.05% of portfolio
|
Q2 2025
Reduced 8.69%
|
|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
5,990
shares
|
$1.3 Million
0.06% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
5,973
shares
|
$1.29 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,968
shares
|
$1.29 Million
0.01% of portfolio
|
Q2 2025
Added 101.96%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Aug 08, 2025 Q2 2025 |
5,967
shares
|
$1.29 Million
0.98% of portfolio
|
Q2 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
5,959
shares
|
$1.29 Million
0.03% of portfolio
|
Q2 2025
Added 93.98%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
5,951
shares
|
$1.29 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
5,941
shares
|
$1.29 Million
0.36% of portfolio
|
Q2 2025
Added 14.4%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
5,910
shares
|
$1.28 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Addison Capital CO
|
Aug 11, 2025 Q2 2025 |
5,899
shares
|
$1.28 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Fil LTD
Hamilton, D0 |
Aug 14, 2025 Q2 2025 |
5,866
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
Added 51.73%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,859
shares
|
$1.27 Million
0.02% of portfolio
|
Q2 2020
Reduced 4.0%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
5,849
shares
|
$1.27 Million
0.02% of portfolio
|
Q4 2023
Added 3.1%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
5,843
shares
|
$1.27 Million
0.03% of portfolio
|
Q2 2025
Added 17.14%
|
|
|
Westerkirk Capital Inc.
Victoria, |
Aug 13, 2025 Q2 2025 |
5,843
shares
|
$1.27 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
5,800
shares
|
$1.26 Million
0.35% of portfolio
|
Q3 2023
Reduced 7.94%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 16, 2025 Q2 2025 |
5,791
shares
|
$1.26 Million
0.66% of portfolio
|
Q2 2025
Added 153.77%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
5,772
shares
|
$1.25 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
5,765
shares
|
$1.25 Million
0.11% of portfolio
|
Q2 2025
New holding
|