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 |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
1,763
shares
|
$382,094
0.01% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
1,761
shares
|
$381,661
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
1,754
shares
|
$380,144
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Aug 05, 2025 Q2 2025 |
1,751
shares
|
$379,494
0.31% of portfolio
|
Q2 2025
Added 5.42%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
1,746
shares
|
$378,410
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Natural Investments, LLC
|
Jul 24, 2025 Q2 2025 |
1,745
shares
|
$378,193
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Plimoth Trust CO LLC
|
Jul 22, 2025 Q2 2025 |
1,734
shares
|
$375,809
0.09% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,733
shares
|
$375,593
0.04% of portfolio
|
Q2 2025
Added 31.59%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
1,730
shares
|
$374,942
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Jul 30, 2025 Q2 2025 |
1,725
shares
|
$373,859
0.21% of portfolio
|
Q2 2025
Added 13.34%
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,722
shares
|
$373,209
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Mayport, LLC
|
Aug 07, 2025 Q2 2025 |
1,721
shares
|
$372,992
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
1,715
shares
|
$371,691
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
1,711
shares
|
$370,825
0.17% of portfolio
|
Q2 2025
Added 53.04%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
1,710
shares
|
$370,608
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,707
shares
|
$369,958
0.02% of portfolio
|
Q3 2022
Reduced 19.71%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
1,703
shares
|
$369,091
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
1,697
shares
|
$367,790
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
1,693
shares
|
$366,923
0.02% of portfolio
|
Q2 2025
Added 43.11%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
1,686
shares
|
$365,406
0.0% of portfolio
|
Q4 2021
Added 6.57%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,682
shares
|
$364,539
0.0% of portfolio
|
Q2 2022
Added 1.14%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
1,680
shares
|
$364,106
0.01% of portfolio
|
Q1 2024
Reduced 3.06%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
1,677
shares
|
$363,456
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
1,677
shares
|
$363,456
0.02% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
1,676
shares
|
$363,239
0.05% of portfolio
|
Q2 2025
Added 6.35%
|