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 1,652 institutions that hold shares in the stock, with a total of 470 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 |
|---|---|---|---|---|---|
|
Neos Investment Management LLC
Westport, CT |
May 15, 2025 Q1 2025 |
26,274
shares
|
$5.73 Million
0.09% of portfolio
|
Q1 2025
Added 23.56%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
26,228
shares
|
$5.72 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
26,152
shares
|
$5.7 Million
0.1% of portfolio
|
Q3 2023
Added 11.29%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
26,123
shares
|
$5.7 Million
0.1% of portfolio
|
Q2 2025
Added 167.63%
|
|
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
May 13, 2025 Q1 2025 |
26,070
shares
|
$5.68 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Yost Capital Management, LP
Fort Worth, TX |
May 14, 2025 Q1 2025 |
26,000
shares
|
$5.67 Million
15.39% of portfolio
|
Q1 2025
New holding
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
25,853
shares
|
$5.64 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
25,732
shares
|
$5.61 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
May 05, 2025 Q1 2025 |
25,321
shares
|
$5.52 Million
1.53% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
25,184
shares
|
$5.49 Million
0.57% of portfolio
|
Q2 2025
Added 6.37%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jun 26, 2025 Q1 2025 |
24,481
shares
|
$5.34 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
24,282
shares
|
$5.29 Million
0.07% of portfolio
|
Q3 2022
Reduced 1.35%
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
24,062
shares
|
$5.25 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
24,014
shares
|
$5.24 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Covenant Asset Management, LLC
|
May 05, 2025 Q1 2025 |
23,807
shares
|
$5.19 Million
0.97% of portfolio
|
Q1 2025
New holding
|
|
|
Omers Administration Corp
Toronto, A6 |
May 14, 2025 Q1 2025 |
23,731
shares
|
$5.17 Million
0.04% of portfolio
|
Q1 2025
Added 49.09%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
23,600
shares
|
$5.15 Million
2.98% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Xcel Wealth Management, LLC
|
Apr 28, 2025 Q1 2025 |
23,440
shares
|
$5.11 Million
1.34% of portfolio
|
Q1 2025
New holding
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
23,378
shares
|
$5.1 Million
0.19% of portfolio
|
Q3 2022
Added 17.25%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
23,353
shares
|
$5.09 Million
0.61% of portfolio
|
Q2 2023
Added 27.89%
|
|
|
Hartford Investment Management CO
|
May 08, 2025 Q1 2025 |
23,226
shares
|
$5.06 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
23,150
shares
|
$5.05 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Ejf Capital LLC
Arlington, VA |
May 15, 2025 Q1 2025 |
23,060
shares
|
$5.03 Million
2.87% of portfolio
|
Q1 2025
Added 32.54%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
22,909
shares
|
$4.99 Million
0.04% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
22,801
shares
|
$4.97 Million
1.61% of portfolio
|
Q2 2025
New holding
|