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 |
|---|---|---|---|---|---|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
77
shares
|
$16,688
0.0% of portfolio
|
Q1 2025
Reduced 21.43%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
75
shares
|
$16,254
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
74
shares
|
$16,038
0.0% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
73
shares
|
$15,821
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
72
shares
|
$15,604
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
63
shares
|
$13,653
0.01% of portfolio
|
Q2 2025
Added 215.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
57
shares
|
$12,353
0.0% of portfolio
|
Q4 2023
Added 7.55%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
55
shares
|
$11,920
0.0% of portfolio
|
Q2 2025
Added 139.13%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
55
shares
|
$11,920
0.01% of portfolio
|
Q2 2025
Added 5400.0%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
54
shares
|
$11,703
0.0% of portfolio
|
Q2 2025
Added 107.69%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
52
shares
|
$11,269
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Jul 24, 2025 Q2 2025 |
50
shares
|
$10,836
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
49
shares
|
$10,619
0.0% of portfolio
|
Q2 2025
Added 104.17%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
49
shares
|
$10,619
0.0% of portfolio
|
Q1 2024
Reduced 44.94%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
48
shares
|
$10,403
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
46
shares
|
$9,969
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
46
shares
|
$9,969
0.01% of portfolio
|
Q2 2025
Added 360.0%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
45
shares
|
$9,752
0.0% of portfolio
|
Q2 2025
Added 136.84%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
44
shares
|
$9,536
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
40
shares
|
$8,669
0.0% of portfolio
|
Q2 2025
Added 207.69%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
38
shares
|
$8,235
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
36
shares
|
$7,802
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
35
shares
|
$7,585
0.0% of portfolio
|
Q2 2025
Added 3400.0%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
35
shares
|
$7,585
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
35
shares
|
$7,585
0.01% of portfolio
|
Q1 2025
Reduced 47.76%
|