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 |
|---|---|---|---|---|---|
|
Synergy Financial Group, LTD
|
May 14, 2025 Q1 2025 |
1,867
shares
|
$404,634
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
1,853
shares
|
$401,600
0.08% of portfolio
|
Q1 2025
Added 19.16%
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
1,847
shares
|
$400,300
0.19% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
1,843
shares
|
$399,433
0.02% of portfolio
|
Q2 2025
Added 16.35%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
1,843
shares
|
$399,433
0.01% of portfolio
|
Q2 2025
Added 37.74%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
1,837
shares
|
$398,133
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
1,836
shares
|
$397,916
0.19% of portfolio
|
Q2 2025
Added 44.0%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
1,836
shares
|
$397,916
0.1% of portfolio
|
Q2 2025
Added 54.29%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
1,829
shares
|
$396,399
0.03% of portfolio
|
Q2 2025
Added 41.45%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
1,829
shares
|
$396,399
0.09% of portfolio
|
Q2 2025
Added 17.92%
|
|
|
Mount Vernon Associates Inc
|
Jul 22, 2025 Q2 2025 |
1,825
shares
|
$395,532
0.29% of portfolio
|
Q1 2025
Reduced 10.98%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,819
shares
|
$394,231
0.1% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
1,809
shares
|
$392,064
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
1,800
shares
|
$390,114
0.55% of portfolio
|
Q2 2024
New holding
|
|
|
Mathes Company, Inc.
|
Aug 05, 2025 Q2 2025 |
1,800
shares
|
$390,114
0.14% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
1,799
shares
|
$389,897
0.02% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,798
shares
|
$389,680
0.17% of portfolio
|
Q2 2025
Added 21.82%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
1,792
shares
|
$388,380
0.03% of portfolio
|
Q2 2025
Added 41.21%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
1,789
shares
|
$387,729
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
1,786
shares
|
$387,079
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
1,782
shares
|
$386,212
0.31% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,780
shares
|
$385,779
0.05% of portfolio
|
Q3 2024
Added 9.27%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
1,778
shares
|
$385,345
0.03% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Quantessence Capital LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,775
shares
|
$384,695
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
1,773
shares
|
$384,262
0.05% of portfolio
|
Q2 2025
New holding
|