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 |
|---|---|---|---|---|---|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
3,933
shares
|
$852,399
0.26% of portfolio
|
Q3 2023
Added 0.56%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
3,907
shares
|
$846,764
0.05% of portfolio
|
Q2 2025
Added 137.65%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 08, 2025 Q2 2025 |
3,903
shares
|
$845,897
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
3,880
shares
|
$840,912
0.32% of portfolio
|
Q2 2025
Added 19300.0%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
3,878
shares
|
$840,478
0.07% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
3,866
shares
|
$837,878
0.07% of portfolio
|
Q2 2025
Added 73.67%
|
|
|
Riverwater Partners LLC
|
Jul 31, 2025 Q2 2025 |
3,859
shares
|
$836,361
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Aug 14, 2025 Q2 2025 |
3,850
shares
|
$834,410
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
3,836
shares
|
$831,376
0.15% of portfolio
|
Q2 2025
Added 5.53%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
3,824
shares
|
$828,775
0.22% of portfolio
|
Q2 2025
Added 28.02%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
3,816
shares
|
$827,041
0.15% of portfolio
|
Q2 2025
Reduced 10.51%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
3,809
shares
|
$825,524
0.03% of portfolio
|
Q2 2025
Added 59.71%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,801
shares
|
$823,790
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
3,801
shares
|
$823,790
0.02% of portfolio
|
Q2 2025
Added 211.3%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
3,797
shares
|
$822,923
0.02% of portfolio
|
Q2 2025
Added 36.68%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
3,778
shares
|
$818,805
0.03% of portfolio
|
Q2 2025
Added 29.78%
|
|
|
Atom Investors LP
Austin, TX |
Aug 14, 2025 Q2 2025 |
3,761
shares
|
$815,121
0.07% of portfolio
|
Q2 2025
Reduced 77.64%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
3,738
shares
|
$810,136
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
3,734
shares
|
$809,269
0.05% of portfolio
|
Q2 2025
Added 133.52%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
3,727
shares
|
$807,752
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
3,722
shares
|
$806,669
0.01% of portfolio
|
Q2 2025
Added 179.22%
|
|
|
Whelan Financial
|
Jul 21, 2025 Q2 2025 |
3,716
shares
|
$805,368
0.29% of portfolio
|
Q2 2025
Added 45.16%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
3,705
shares
|
$802,984
0.03% of portfolio
|
Q2 2025
Added 74.52%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,694
shares
|
$800,600
0.0% of portfolio
|
Q4 2022
Added 0.68%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,693
shares
|
$800,383
0.03% of portfolio
|
Q4 2024
Reduced 7.14%
|