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 |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
5,760
shares
|
$1.25 Million
0.15% of portfolio
|
Q2 2025
Added 575900.0%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
5,751
shares
|
$1.25 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
5,749
shares
|
$1.25 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
5,734
shares
|
$1.24 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
5,727
shares
|
$1.24 Million
0.06% of portfolio
|
Q2 2025
Added 61.87%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jul 23, 2025 Q2 2025 |
5,710
shares
|
$1.24 Million
0.91% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
5,708
shares
|
$1.24 Million
0.1% of portfolio
|
Q2 2025
Added 23.93%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,685
shares
|
$1.23 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
5,675
shares
|
$1.23 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Uncommon Cents Investing LLC
|
Jul 16, 2025 Q2 2025 |
5,655
shares
|
$1.23 Million
0.33% of portfolio
|
Q2 2025
Added 9.38%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
5,647
shares
|
$1.22 Million
0.1% of portfolio
|
Q1 2025
Added 5.97%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
5,644
shares
|
$1.22 Million
0.06% of portfolio
|
Q2 2025
Added 106.06%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
5,632
shares
|
$1.22 Million
0.41% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jul 30, 2025 Q2 2025 |
5,616
shares
|
$1.22 Million
0.39% of portfolio
|
Q2 2025
Added 346.42%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
5,614
shares
|
$1.22 Million
0.15% of portfolio
|
Q2 2025
Added 80.28%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
5,589
shares
|
$1.21 Million
0.07% of portfolio
|
Q2 2025
Added 79.83%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
5,579
shares
|
$1.21 Million
0.04% of portfolio
|
Q2 2022
Reduced 28.4%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
5,577
shares
|
$1.21 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Aug 05, 2025 Q2 2025 |
5,561
shares
|
$1.21 Million
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
5,523
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
5,499
shares
|
$1.19 Million
0.41% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
5,486
shares
|
$1.19 Million
0.29% of portfolio
|
Q2 2025
Added 631.47%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
5,482
shares
|
$1.19 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Commerzbank Aktiengesellschaft
|
Jul 24, 2025 Q2 2025 |
5,467
shares
|
$1.18 Million
0.03% of portfolio
|
Q2 2025
Added 57.28%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
5,461
shares
|
$1.18 Million
0.11% of portfolio
|
Q1 2025
New holding
|