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 |
|---|---|---|---|---|---|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
4,239
shares
|
$918,718
0.02% of portfolio
|
Q3 2024
Reduced 35.42%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
4,234
shares
|
$917,634
0.07% of portfolio
|
Q2 2025
Added 111.38%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
4,215
shares
|
$913,516
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
4,215
shares
|
$913,516
0.06% of portfolio
|
Q2 2025
Added 228.27%
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
4,193
shares
|
$908,748
0.28% of portfolio
|
Q2 2025
Added 124.34%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
4,193
shares
|
$908,748
0.01% of portfolio
|
Q2 2025
Added 62.96%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
4,108
shares
|
$890,326
0.04% of portfolio
|
Q2 2025
Added 20.26%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
4,092
shares
|
$886,859
0.01% of portfolio
|
Q2 2025
Added 90.41%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
4,090
shares
|
$886,425
0.07% of portfolio
|
Q2 2025
Added 60.71%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
4,087
shares
|
$885,775
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Sather Financial Group Inc
|
Jul 25, 2025 Q2 2025 |
4,076
shares
|
$883,391
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
4,074
shares
|
$882,958
0.01% of portfolio
|
Q2 2025
Added 219.78%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Aug 11, 2025 Q2 2025 |
4,062
shares
|
$880,357
0.53% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
4,055
shares
|
$878,840
0.09% of portfolio
|
Q2 2025
Added 84.4%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
4,050
shares
|
$877,756
0.06% of portfolio
|
Q2 2025
Added 143.98%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
4,033
shares
|
$874,072
0.08% of portfolio
|
Q3 2021
Reduced 4.72%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,030
shares
|
$873,421
0.13% of portfolio
|
Q4 2022
Added 59.29%
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
4,025
shares
|
$872,338
0.04% of portfolio
|
Q2 2025
Added 120.91%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
4,025
shares
|
$872,338
0.11% of portfolio
|
Q2 2025
Reduced 17.44%
|
|
|
Jbf Capital, Inc.
Aspen, CO |
Aug 08, 2025 Q2 2025 |
4,000
shares
|
$866,920
0.14% of portfolio
|
Q2 2025
Reduced 6.98%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,985
shares
|
$863,669
0.05% of portfolio
|
Q2 2025
Added 319.03%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
3,984
shares
|
$863,452
0.04% of portfolio
|
Q2 2025
Added 11.6%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jul 29, 2025 Q2 2025 |
3,971
shares
|
$860,634
0.82% of portfolio
|
Q2 2025
New holding
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
3,951
shares
|
$856,300
0.65% of portfolio
|
Q2 2025
New holding
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
3,945
shares
|
$854,999
0.1% of portfolio
|
Q2 2024
Reduced 16.42%
|