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 |
|---|---|---|---|---|---|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
10,695
shares
|
$2.33 Million
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Convergence Investment Partners, LLC
|
May 06, 2025 Q1 2025 |
10,586
shares
|
$2.31 Million
0.54% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
10,494
shares
|
$2.29 Million
0.02% of portfolio
|
Q1 2025
Reduced 48.7%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
10,449
shares
|
$2.28 Million
0.03% of portfolio
|
Q1 2025
Reduced 40.59%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
10,405
shares
|
$2.27 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
|
$2.25 Million
0.08% of portfolio
|
Q3 2022
Added 0.04%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
10,321
shares
|
$2.25 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
10,100
shares
|
$2.2 Million
0.25% of portfolio
|
Q1 2023
Added 23.17%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
10,082
shares
|
$2.2 Million
0.01% of portfolio
|
Q1 2025
Added 50.39%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
10,072
shares
|
$2.2 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
American Assets Inc
|
May 09, 2025 Q1 2025 |
10,000
shares
|
$2.18 Million
0.62% of portfolio
|
Q4 2020
New holding
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
May 14, 2025 Q1 2025 |
9,963
shares
|
$2.17 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
|
$2.17 Million
0.08% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
9,904
shares
|
$2.16 Million
0.01% of portfolio
|
Q1 2025
Added 15.27%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
9,850
shares
|
$2.15 Million
0.12% of portfolio
|
Q4 2024
Reduced 23.52%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
9,838
shares
|
$2.14 Million
0.09% of portfolio
|
Q2 2025
Added 131.86%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
9,806
shares
|
$2.14 Million
0.9% of portfolio
|
Q1 2025
Added 5.36%
|
|
|
Southern Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
9,790
shares
|
$2.13 Million
1.0% of portfolio
|
Q1 2025
New holding
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
9,663
shares
|
$2.11 Million
0.06% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
9,628
shares
|
$2.1 Million
0.05% of portfolio
|
Q1 2025
Added 54.59%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
9,607
shares
|
$2.09 Million
0.12% of portfolio
|
Q1 2025
Reduced 23.52%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
9,600
shares
|
$2.09 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
9,576
shares
|
$2.09 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
9,500
shares
|
$2.07 Million
0.43% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
9,500
shares
|
$2.07 Million
0.14% of portfolio
|
Q1 2025
New holding
|