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 |
|---|---|---|---|---|---|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
11,011
shares
|
$2.17 Million
0.14% of portfolio
|
Q1 2025
Reduced 46.07%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
10,927
shares
|
$2.16 Million
0.08% of portfolio
|
Q1 2025
Added 515.26%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
10,918
shares
|
$2.15 Million
0.02% of portfolio
|
Q1 2025
Reduced 55.06%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
10,917
shares
|
$2.15 Million
0.02% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
10,844
shares
|
$2.14 Million
0.06% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
May 15, 2025 Q1 2025 |
10,753
shares
|
$2.12 Million
0.04% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
10,714
shares
|
$2.11 Million
0.23% of portfolio
|
Q1 2025
Reduced 19.41%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
10,695
shares
|
$2.11 Million
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Somerset Trust CO
|
Apr 08, 2025 Q1 2025 |
10,628
shares
|
$2.1 Million
0.71% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Convergence Investment Partners, LLC
|
May 06, 2025 Q1 2025 |
10,586
shares
|
$2.09 Million
0.54% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
10,494
shares
|
$2.07 Million
0.02% of portfolio
|
Q1 2025
Reduced 48.7%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
10,449
shares
|
$2.06 Million
0.03% of portfolio
|
Q1 2025
Reduced 40.59%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
10,405
shares
|
$2.05 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
10,333
shares
|
$2.04 Million
0.08% of portfolio
|
Q3 2022
Added 0.04%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
10,100
shares
|
$1.99 Million
0.25% of portfolio
|
Q1 2023
Added 23.17%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
10,082
shares
|
$1.99 Million
0.01% of portfolio
|
Q1 2025
Added 50.39%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
10,072
shares
|
$1.99 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
10,015
shares
|
$1.98 Million
0.06% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
American Assets Inc
|
May 09, 2025 Q1 2025 |
10,000
shares
|
$1.97 Million
0.62% of portfolio
|
Q4 2020
New holding
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
May 14, 2025 Q1 2025 |
9,963
shares
|
$1.96 Million
0.74% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
9,951
shares
|
$1.96 Million
0.08% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
9,904
shares
|
$1.95 Million
0.01% of portfolio
|
Q1 2025
Added 15.27%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
9,850
shares
|
$1.94 Million
0.12% of portfolio
|
Q4 2024
Reduced 23.52%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
9,806
shares
|
$1.93 Million
0.9% of portfolio
|
Q1 2025
Added 5.36%
|
|
|
Southern Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
9,790
shares
|
$1.93 Million
1.0% of portfolio
|
Q1 2025
New holding
|