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 |
|---|---|---|---|---|---|
|
Heartland Bank & Trust CO
|
Jul 25, 2025 Q2 2025 |
968
shares
|
$209,794
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Fiducient Advisors LLC
|
Aug 12, 2025 Q2 2025 |
965
shares
|
$209,144
0.03% of portfolio
|
Q2 2025
Reduced 44.73%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
965
shares
|
$209,144
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
961
shares
|
$208,277
0.26% of portfolio
|
Q2 2025
Reduced 57.85%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
958
shares
|
$207,627
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
958
shares
|
$207,627
0.08% of portfolio
|
Q2 2025
Added 26.55%
|
|
|
Capital Management Corp
|
Jul 28, 2025 Q2 2025 |
957
shares
|
$207,410
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
957
shares
|
$207,410
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
957
shares
|
$207,410
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jul 15, 2025 Q2 2025 |
957
shares
|
$207,410
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
955
shares
|
$206,977
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
953
shares
|
$206,543
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Papp L Roy & Associates
|
Jul 24, 2025 Q2 2025 |
952
shares
|
$206,326
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Citadel Investment Advisory, Inc.
|
Aug 05, 2025 Q2 2025 |
950
shares
|
$205,893
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Aug 12, 2025 Q2 2025 |
950
shares
|
$205,893
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Jul 30, 2025 Q2 2025 |
950
shares
|
$205,893
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
948
shares
|
$205,460
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
946
shares
|
$205,026
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
942
shares
|
$204,159
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
937
shares
|
$203,076
0.02% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
933
shares
|
$202,209
0.07% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
928
shares
|
$201,125
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
926
shares
|
$200,691
0.01% of portfolio
|
Q2 2023
Reduced 94.29%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
May 15, 2025 Q1 2025 |
919
shares
|
$199,174
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
894
shares
|
$193,756
0.04% of portfolio
|
Q2 2025
Added 8840.0%
|