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 |
|---|---|---|---|---|---|
|
Buttonwood Financial Advisors Inc.
|
Jul 15, 2025 Q2 2025 |
1,494
shares
|
$323,794
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,494
shares
|
$323,794
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
1,492
shares
|
$323,361
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
1,484
shares
|
$321,627
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
1,478
shares
|
$320,326
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
1,477
shares
|
$320,110
0.07% of portfolio
|
Q2 2025
Added 12.06%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
1,475
shares
|
$319,676
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1,475
shares
|
$319,676
0.02% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Aug 07, 2025 Q2 2025 |
1,475
shares
|
$319,676
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
1,474
shares
|
$319,460
0.01% of portfolio
|
Q2 2024
Added 2.79%
|
|
|
Lipe & Dalton
|
Aug 01, 2025 Q2 2025 |
1,474
shares
|
$319,460
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,472
shares
|
$319,026
0.0% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
1,470
shares
|
$318,593
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Aug 01, 2025 Q2 2025 |
1,470
shares
|
$318,593
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Human Investing LLC
|
Aug 01, 2025 Q2 2025 |
1,468
shares
|
$318,159
0.05% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,466
shares
|
$317,726
0.03% of portfolio
|
Q2 2025
Added 84.4%
|
|
|
Af Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,465
shares
|
$317,509
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
1,462
shares
|
$316,859
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
1,461
shares
|
$316,642
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
1,459
shares
|
$316,209
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,459
shares
|
$316,209
0.01% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
1,457
shares
|
$315,775
0.02% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,450
shares
|
$314,258
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
1,446
shares
|
$313,391
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
1,445
shares
|
$313,174
0.01% of portfolio
|
Q2 2025
New holding
|