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 1,594 institutions that hold shares in the stock, with a total of 348 Million shares, which have been reported (via 13F filing form) to have a value of $68.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
14,466
shares
|
$2.85 Million
0.11% of portfolio
|
Q4 2022
Reduced 37.84%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
14,419
shares
|
$2.84 Million
0.14% of portfolio
|
Q1 2025
Added 84.2%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
14,370
shares
|
$2.83 Million
0.02% of portfolio
|
Q1 2025
Added 46.13%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
14,295
shares
|
$2.82 Million
0.48% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
14,229
shares
|
$2.81 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.55%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
14,151
shares
|
$2.79 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Twin Tree Management, LP
Dallas, TX |
May 15, 2025 Q1 2025 |
14,098
shares
|
$2.78 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
14,091
shares
|
$2.78 Million
0.37% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Kennondale Capital Management LLC
Richmond, VA |
May 05, 2025 Q1 2025 |
13,988
shares
|
$2.76 Million
2.73% of portfolio
|
Q4 2024
New holding
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
13,974
shares
|
$2.76 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
13,796
shares
|
$2.72 Million
0.08% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
13,788
shares
|
$2.72 Million
0.06% of portfolio
|
Q1 2024
Added 0.13%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
13,780
shares
|
$2.72 Million
0.27% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
13,556
shares
|
$2.67 Million
0.15% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
13,508
shares
|
$2.66 Million
0.19% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
G&S Capital LLC
|
Apr 25, 2025 Q1 2025 |
13,374
shares
|
$2.64 Million
1.07% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
13,123
shares
|
$2.59 Million
0.14% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
13,111
shares
|
$2.59 Million
0.08% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Aia Group LTD
Hong Kong, K3 |
May 12, 2025 Q1 2025 |
13,082
shares
|
$2.58 Million
0.06% of portfolio
|
Q1 2025
Added 26.59%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
13,077
shares
|
$2.58 Million
0.01% of portfolio
|
Q1 2025
Added 28.18%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
13,041
shares
|
$2.57 Million
0.02% of portfolio
|
Q1 2025
Added 24.53%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
12,943
shares
|
$2.55 Million
0.05% of portfolio
|
Q4 2024
Added 23.74%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
12,895
shares
|
$2.54 Million
0.17% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
12,794
shares
|
$2.52 Million
0.06% of portfolio
|
Q1 2025
Added 77.99%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
12,624
shares
|
$2.49 Million
0.05% of portfolio
|
Q2 2023
New holding
|