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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
6,320
shares
|
$1.25 Million
0.04% of portfolio
|
Q1 2025
Added 162.13%
|
|
|
Westbourne Investment Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
6,300
shares
|
$1.24 Million
0.4% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Cohen Klingenstein LLC
|
Apr 15, 2025 Q1 2025 |
6,280
shares
|
$1.24 Million
0.04% of portfolio
|
Q3 2023
Reduced 2.68%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Feb 10, 2025 Q4 2024 |
6,215
shares
|
$1.23 Million
0.01% of portfolio
|
Q4 2024
Added 274.62%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
6,210
shares
|
$1.22 Million
0.03% of portfolio
|
Q1 2025
Added 12.6%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
6,142
shares
|
$1.21 Million
0.02% of portfolio
|
Q1 2025
Added 56.09%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
6,117
shares
|
$1.21 Million
0.05% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
6,101
shares
|
$1.2 Million
0.05% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
6,091
shares
|
$1.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.76%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
May 01, 2025 Q1 2025 |
6,074
shares
|
$1.2 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
6,073
shares
|
$1.2 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
6,022
shares
|
$1.19 Million
0.02% of portfolio
|
Q1 2025
Reduced 20.13%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 15, 2025 Q1 2025 |
5,979
shares
|
$1.18 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
5,975
shares
|
$1.18 Million
0.3% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
5,955
shares
|
$1.17 Million
0.05% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
May 09, 2025 Q1 2025 |
5,917
shares
|
$1.17 Million
0.14% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
5,913
shares
|
$1.17 Million
0.09% of portfolio
|
Q4 2024
Added 122.46%
|
|
|
Addison Capital CO
|
Feb 10, 2025 Q4 2024 |
5,910
shares
|
$1.17 Million
0.44% of portfolio
|
Q4 2024
Reduced 5.79%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
5,870
shares
|
$1.16 Million
0.05% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,859
shares
|
$1.16 Million
0.02% of portfolio
|
Q2 2020
Reduced 4.0%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
5,849
shares
|
$1.15 Million
0.02% of portfolio
|
Q4 2023
Added 3.1%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
5,847
shares
|
$1.15 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
5,840
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2025
Added 17.41%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
5,839
shares
|
$1.15 Million
0.05% of portfolio
|
Q1 2025
Added 161.96%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
5,832
shares
|
$1.15 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.49%
|