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 |
|---|---|---|---|---|---|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
2,328
shares
|
$504,547
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
2,324
shares
|
$503,680
0.06% of portfolio
|
Q2 2025
Added 85.18%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
2,320
shares
|
$502,813
0.02% of portfolio
|
Q2 2025
Added 185.71%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
2,318
shares
|
$502,380
0.06% of portfolio
|
Q2 2025
Added 38.39%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
2,312
shares
|
$501,079
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jul 24, 2025 Q2 2025 |
2,294
shares
|
$497,178
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
2,286
shares
|
$495,444
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
2,285
shares
|
$495,228
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
2,283
shares
|
$494,794
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
2,281
shares
|
$494,361
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
2,267
shares
|
$491,326
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,250
shares
|
$487,642
0.01% of portfolio
|
Q3 2021
Added 14.8%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
2,244
shares
|
$486,342
0.03% of portfolio
|
Q2 2025
Added 87.31%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
2,242
shares
|
$485,908
0.05% of portfolio
|
Q2 2025
Added 12.44%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
2,238
shares
|
$485,041
0.04% of portfolio
|
Q2 2025
Added 16.74%
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
2,230
shares
|
$483,307
0.79% of portfolio
|
Q2 2025
Reduced 12.07%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
2,228
shares
|
$482,874
0.04% of portfolio
|
Q2 2025
Added 8.0%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jul 14, 2025 Q2 2025 |
2,223
shares
|
$481,790
0.05% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
2,221
shares
|
$481,357
0.03% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
2,221
shares
|
$481,357
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Viawealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
2,208
shares
|
$478,539
0.28% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
2,205
shares
|
$477,889
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,204
shares
|
$477,672
0.03% of portfolio
|
Q2 2025
Added 59.36%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
2,199
shares
|
$476,589
0.07% of portfolio
|
Q2 2025
Added 52.07%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,199
shares
|
$476,589
0.02% of portfolio
|
Q2 2025
Added 64.84%
|