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 |
|---|---|---|---|---|---|
|
Vera Bank, N.A.
|
Aug 07, 2025 Q2 2025 |
2,008
shares
|
$435,193
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
2,000
shares
|
$433,460
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
1776 Wealth LLC
|
Aug 08, 2025 Q2 2025 |
2,000
shares
|
$433,460
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Wilmar Advisors LLC
Juno Beach, FL |
Aug 14, 2025 Q2 2025 |
2,000
shares
|
$433,460
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
1,998
shares
|
$433,026
0.02% of portfolio
|
Q2 2025
Added 41.4%
|
|
|
Marion Wealth Management
|
Aug 05, 2025 Q2 2025 |
1,993
shares
|
$431,942
0.11% of portfolio
|
Q1 2024
Reduced 15.77%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
1,992
shares
|
$431,726
0.01% of portfolio
|
Q2 2025
Added 62.75%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
1,992
shares
|
$431,726
0.0% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jul 29, 2025 Q2 2025 |
1,976
shares
|
$428,258
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
1,974
shares
|
$427,825
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
1,970
shares
|
$426,958
0.1% of portfolio
|
Q2 2025
Added 8.54%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
1,970
shares
|
$426,958
0.01% of portfolio
|
Q2 2025
Added 407.73%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
1,958
shares
|
$424,357
0.07% of portfolio
|
Q2 2025
Reduced 19.98%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,957
shares
|
$424,140
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
First Business Financial Services, Inc.
|
Jul 31, 2025 Q2 2025 |
1,956
shares
|
$423,923
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Aviso Wealth Management
Bellevue, WA |
Aug 11, 2025 Q2 2025 |
1,956
shares
|
$423,923
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
1,955
shares
|
$423,707
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
1,946
shares
|
$421,756
0.01% of portfolio
|
Q2 2025
Added 18.23%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
1,945
shares
|
$421,539
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Inlet Private Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
1,942
shares
|
$420,889
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Spectrum Financial Alliance LTD LLC
|
May 07, 2025 Q1 2025 |
1,931
shares
|
$418,505
0.11% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Jul 17, 2025 Q2 2025 |
1,929
shares
|
$418,072
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
1,928
shares
|
$417,855
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
1,927
shares
|
$417,638
0.23% of portfolio
|
Q2 2025
Added 61.39%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Jun 02, 2025 Q1 2025 |
1,925
shares
|
$417,205
0.08% of portfolio
|
Q1 2025
Reduced 0.05%
|