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 |
|---|---|---|---|---|---|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
433
shares
|
$93,844
0.0% of portfolio
|
Q3 2023
Reduced 0.92%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
432
shares
|
$93,627
0.04% of portfolio
|
Q2 2025
Added 1628.0%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
422
shares
|
$91,460
0.02% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
413
shares
|
$89,509
0.01% of portfolio
|
Q2 2025
Added 192.91%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
413
shares
|
$89,509
0.0% of portfolio
|
Q2 2025
Added 59.46%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
409
shares
|
$88,642
0.01% of portfolio
|
Q4 2024
Reduced 8.71%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
407
shares
|
$88,209
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
400
shares
|
$86,692
0.0% of portfolio
|
Q2 2025
Reduced 42.86%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
398
shares
|
$86,258
0.01% of portfolio
|
Q2 2025
Added 65.15%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
398
shares
|
$86,258
0.04% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
397
shares
|
$86,041
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
396
shares
|
$85,825
0.06% of portfolio
|
Q3 2024
Added 51.72%
|
|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
390
shares
|
$84,524
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
380
shares
|
$82,357
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
378
shares
|
$81,923
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
376
shares
|
$81,490
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
376
shares
|
$81,490
0.06% of portfolio
|
Q2 2025
Added 23.68%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
370
shares
|
$80,190
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
370
shares
|
$80,190
0.03% of portfolio
|
Q2 2025
Reduced 72.37%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
370
shares
|
$80,190
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
364
shares
|
$78,889
0.01% of portfolio
|
Q2 2025
Added 89.58%
|
|
|
Cypress Capital Management LLC (Wy)
|
Aug 06, 2025 Q2 2025 |
355
shares
|
$76,939
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
353
shares
|
$76,505
0.0% of portfolio
|
Q2 2023
Reduced 2.75%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
348
shares
|
$75,422
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
344
shares
|
$74,555
0.02% of portfolio
|
Q2 2025
Added 103.55%
|