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 1,760 institutions that hold shares in the stock, with a total of 471 Million shares, which have been reported (via 13F filing form) to have a value of $102 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
206
shares
|
$44,788
0.01% of portfolio
|
Q4 2024
Added 23.35%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
200
shares
|
$43,484
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
197
shares
|
$42,831
0.03% of portfolio
|
Q2 2025
Added 629.63%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
195
shares
|
$42,396
0.01% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
195
shares
|
$42,396
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
192
shares
|
$41,744
0.0% of portfolio
|
Q1 2025
Added 481.82%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
174
shares
|
$37,831
0.0% of portfolio
|
Q2 2025
Added 91.21%
|
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
173
shares
|
$37,613
0.0% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
171
shares
|
$37,178
0.01% of portfolio
|
Q1 2025
Reduced 19.34%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
169
shares
|
$36,743
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
166
shares
|
$36,091
0.01% of portfolio
|
Q1 2025
Added 43.1%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
165
shares
|
$35,874
0.0% of portfolio
|
Q2 2023
Reduced 65.26%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
162
shares
|
$35,222
0.02% of portfolio
|
Q4 2024
Reduced 23.22%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
158
shares
|
$34,352
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
156
shares
|
$33,917
0.01% of portfolio
|
Q2 2025
Added 1200.0%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
154
shares
|
$33,482
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
153
shares
|
$33,265
0.01% of portfolio
|
Q2 2025
Added 232.61%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
153
shares
|
$33,265
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
152
shares
|
$33,047
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
152
shares
|
$33,047
0.02% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
150
shares
|
$32,612
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
145
shares
|
$31,525
0.02% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
145
shares
|
$31,525
0.02% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
142
shares
|
$30,873
0.02% of portfolio
|
Q1 2025
Reduced 13.94%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
141
shares
|
$30,656
0.0% of portfolio
|
Q1 2025
Added 11.02%
|