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 |
|---|---|---|---|---|---|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
4,555
shares
|
$987,205
0.03% of portfolio
|
Q2 2025
Added 157.2%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
4,535
shares
|
$982,870
0.24% of portfolio
|
Q2 2025
Added 66.97%
|
|
|
Sky Investment Group LLC
|
Jul 10, 2025 Q2 2025 |
4,532
shares
|
$982,220
0.18% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
4,517
shares
|
$978,969
0.02% of portfolio
|
Q2 2025
Added 112.36%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
4,512
shares
|
$977,885
0.27% of portfolio
|
Q4 2017
New holding
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 08, 2025 Q2 2025 |
4,501
shares
|
$975,501
0.22% of portfolio
|
Q2 2025
Added 34.92%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
4,493
shares
|
$973,767
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
4,493
shares
|
$973,767
0.01% of portfolio
|
Q2 2025
Added 250.74%
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
4,477
shares
|
$970,300
0.31% of portfolio
|
Q2 2025
Added 185.16%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
4,465
shares
|
$967,699
0.03% of portfolio
|
Q2 2025
Added 19.87%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
4,460
shares
|
$966,615
0.0% of portfolio
|
Q2 2025
Added 66.79%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,457
shares
|
$965,965
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,433
shares
|
$960,764
0.03% of portfolio
|
Q2 2025
Added 93.24%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
4,429
shares
|
$959,897
0.0% of portfolio
|
Q2 2025
Added 40.65%
|
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
4,422
shares
|
$958,380
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
4,412
shares
|
$956,212
0.24% of portfolio
|
Q2 2021
Added 82.92%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
4,401
shares
|
$953,828
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
4,377
shares
|
$948,627
0.09% of portfolio
|
Q2 2025
Added 238.25%
|
|
|
Private Wealth Partners, LLC
|
Aug 01, 2025 Q2 2025 |
4,340
shares
|
$940,608
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
4,332
shares
|
$938,874
0.12% of portfolio
|
Q2 2025
Added 44.5%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
4,330
shares
|
$938,440
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,330
shares
|
$938,440
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
4,303
shares
|
$932,589
0.12% of portfolio
|
Q2 2025
Added 127.19%
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
4,261
shares
|
$923,486
0.97% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
4,244
shares
|
$919,802
0.06% of portfolio
|
Q2 2025
Added 23.66%
|