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 |
|---|---|---|---|---|---|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
257
shares
|
$55,699
0.02% of portfolio
|
Q2 2025
Added 62.66%
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Aug 12, 2025 Q2 2025 |
254
shares
|
$55,049
0.01% of portfolio
|
Q2 2025
Reduced 80.28%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
251
shares
|
$54,399
0.01% of portfolio
|
Q1 2024
Reduced 97.92%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
250
shares
|
$54,182
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
249
shares
|
$53,965
0.0% of portfolio
|
Q4 2022
Reduced 13.54%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
248
shares
|
$53,749
0.0% of portfolio
|
Q4 2023
Added 726.67%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
247
shares
|
$53,532
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
240
shares
|
$52,015
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
239
shares
|
$51,798
0.01% of portfolio
|
Q2 2025
Added 1305.88%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
229
shares
|
$49,631
0.01% of portfolio
|
Q1 2024
Reduced 11.24%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
229
shares
|
$49,631
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
229
shares
|
$49,631
0.01% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
226
shares
|
$48,980
0.01% of portfolio
|
Q2 2025
Added 527.78%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
213
shares
|
$46,163
0.01% of portfolio
|
Q2 2025
Added 10550.0%
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
208
shares
|
$45,079
0.0% of portfolio
|
Q2 2025
Reduced 14.4%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
207
shares
|
$44,863
0.01% of portfolio
|
Q1 2025
Added 18.29%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
206
shares
|
$44,646
0.01% of portfolio
|
Q4 2024
Added 23.35%
|
|
|
Hoese & CO LLP
|
Jul 29, 2025 Q2 2025 |
204
shares
|
$44,212
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
203
shares
|
$43,996
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
200
shares
|
$43,346
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
200
shares
|
$43,346
0.01% of portfolio
|
Q2 2025
Added 86.92%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
200
shares
|
$43,346
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
197
shares
|
$42,695
0.03% of portfolio
|
Q2 2025
Added 629.63%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
195
shares
|
$42,262
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
179
shares
|
$38,794
0.01% of portfolio
|
Q2 2025
Reduced 88.03%
|