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 2,054 institutions that hold shares in the stock, with a total of 577 Million shares, which have been reported (via 13F filing form) to have a value of $125 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
3,300
shares
|
$715,209
0.21% of portfolio
|
Q2 2025
Added 118.25%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
3,291
shares
|
$713,258
0.39% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
3,283
shares
|
$711,524
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
3,283
shares
|
$711,524
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
3,281
shares
|
$711,091
0.55% of portfolio
|
Q3 2023
Added 11.98%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
3,272
shares
|
$709,140
0.06% of portfolio
|
Q2 2025
Added 97.11%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
3,269
shares
|
$708,490
0.12% of portfolio
|
Q2 2025
Added 5440.68%
|
|
|
Schubert & CO
|
Jul 29, 2025 Q2 2025 |
3,247
shares
|
$703,722
0.59% of portfolio
|
Q2 2025
New holding
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
Aug 13, 2025 Q2 2025 |
3,241
shares
|
$702,421
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Belvedere Trading LLC
|
Aug 01, 2025 Q2 2025 |
3,231
shares
|
$700,254
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
3,210
shares
|
$695,703
0.63% of portfolio
|
Q2 2025
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
3,202
shares
|
$693,969
0.03% of portfolio
|
Q2 2025
Added 5.89%
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
3,202
shares
|
$693,969
0.21% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Aug 13, 2025 Q2 2025 |
3,196
shares
|
$692,669
0.07% of portfolio
|
Q2 2025
Added 32.39%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jul 15, 2025 Q2 2025 |
3,190
shares
|
$691,368
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
3,187
shares
|
$690,718
0.02% of portfolio
|
Q2 2025
Added 51.62%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
3,175
shares
|
$688,117
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Aug 13, 2025 Q2 2025 |
3,172
shares
|
$687,467
0.53% of portfolio
|
Q2 2025
New holding
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
3,160
shares
|
$684,866
0.16% of portfolio
|
Q2 2025
Added 12.9%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
3,158
shares
|
$684,433
0.04% of portfolio
|
Q2 2025
Added 26.37%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
3,155
shares
|
$683,783
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
3,128
shares
|
$677,931
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
3,124
shares
|
$677,064
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Nexus Investment Management Ulc
|
Jul 28, 2025 Q2 2025 |
3,101
shares
|
$672,079
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,081
shares
|
$667,745
0.31% of portfolio
|
Q2 2025
New holding
|