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 |
|---|---|---|---|---|---|
|
Ferguson Wellman Capital Management, Inc
|
Apr 15, 2025 Q1 2025 |
9,761
shares
|
$1.93 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
9,663
shares
|
$1.91 Million
0.06% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
9,628
shares
|
$1.9 Million
0.05% of portfolio
|
Q1 2025
Added 54.59%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
9,607
shares
|
$1.89 Million
0.12% of portfolio
|
Q1 2025
Reduced 23.52%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
9,576
shares
|
$1.89 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
9,516
shares
|
$1.88 Million
0.05% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
9,500
shares
|
$1.87 Million
0.43% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
9,500
shares
|
$1.87 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
9,487
shares
|
$1.87 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
9,445
shares
|
$1.86 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
9,394
shares
|
$1.85 Million
0.03% of portfolio
|
Q1 2025
Added 26.67%
|
|
|
Legato Capital Management LLC
|
May 06, 2025 Q1 2025 |
9,387
shares
|
$1.85 Million
0.24% of portfolio
|
Q1 2025
Reduced 14.55%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
9,353
shares
|
$1.84 Million
0.04% of portfolio
|
Q1 2025
Added 12.85%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
9,343
shares
|
$1.84 Million
0.44% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
9,337
shares
|
$1.84 Million
1.08% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
9,312
shares
|
$1.84 Million
0.23% of portfolio
|
Q3 2022
Added 21.92%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
9,300
shares
|
$1.83 Million
0.07% of portfolio
|
Q4 2024
Added 19.23%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
9,282
shares
|
$1.83 Million
0.01% of portfolio
|
Q1 2025
Reduced 50.17%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
9,201
shares
|
$1.81 Million
0.02% of portfolio
|
Q1 2025
Added 35.53%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
9,192
shares
|
$1.81 Million
0.12% of portfolio
|
Q3 2022
Reduced 20.15%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
9,192
shares
|
$1.81 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.26%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
9,187
shares
|
$1.81 Million
0.05% of portfolio
|
Q3 2022
Reduced 4.97%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
9,133
shares
|
$1.8 Million
0.02% of portfolio
|
Q4 2024
Reduced 12.94%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
9,093
shares
|
$1.79 Million
0.1% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
9,076
shares
|
$1.79 Million
0.33% of portfolio
|
Q1 2025
Added 3.07%
|