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 |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
2,995
shares
|
$649,106
0.1% of portfolio
|
Q2 2025
Added 132.89%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
2,991
shares
|
$648,239
0.0% of portfolio
|
Q1 2025
Reduced 14.05%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Aug 13, 2025 Q2 2025 |
2,980
shares
|
$645,855
0.51% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
2,977
shares
|
$645,205
0.05% of portfolio
|
Q2 2024
Reduced 4.03%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
2,974
shares
|
$644,555
0.0% of portfolio
|
Q2 2025
Added 14.96%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
2,959
shares
|
$641,304
0.05% of portfolio
|
Q2 2025
Added 52.76%
|
|
|
Factorial Partners, LLC
|
Aug 11, 2025 Q2 2025 |
2,955
shares
|
$640,437
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
2,948
shares
|
$638,920
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Jul 24, 2025 Q2 2025 |
2,948
shares
|
$638,920
0.14% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
2,944
shares
|
$638,053
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
2,917
shares
|
$632,201
0.12% of portfolio
|
Q2 2025
Reduced 12.4%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
2,916
shares
|
$631,984
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
2,911
shares
|
$630,901
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,908
shares
|
$630,250
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
2,905
shares
|
$629,600
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
2,903
shares
|
$629,167
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
J2 Capital Management Inc
|
Jul 21, 2025 Q2 2025 |
2,901
shares
|
$628,733
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
2,897
shares
|
$627,866
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Arbor Investment Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
2,878
shares
|
$623,748
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
2,872
shares
|
$622,448
0.02% of portfolio
|
Q2 2025
Added 156.43%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Aug 05, 2025 Q2 2025 |
2,870
shares
|
$622,015
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Aug 04, 2025 Q2 2025 |
2,865
shares
|
$620,931
0.38% of portfolio
|
Q2 2025
Added 57.85%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
2,862
shares
|
$620,281
0.41% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Jul 22, 2025 Q2 2025 |
2,857
shares
|
$619,197
0.7% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
2,855
shares
|
$618,764
0.03% of portfolio
|
Q1 2025
New holding
|