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 |
|---|---|---|---|---|---|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
7,092
shares
|
$1.55 Million
0.12% of portfolio
|
Q2 2025
Added 145.23%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
May 14, 2025 Q1 2025 |
6,994
shares
|
$1.52 Million
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
6,942
shares
|
$1.51 Million
0.2% of portfolio
|
Q1 2025
Added 7.85%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
6,933
shares
|
$1.51 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
6,928
shares
|
$1.51 Million
0.02% of portfolio
|
Q1 2025
Added 34.81%
|
|
|
Barden Capital Management, Inc.
|
Apr 14, 2025 Q1 2025 |
6,877
shares
|
$1.5 Million
1.1% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Meridian Financial Partners LLC
|
Apr 14, 2025 Q1 2025 |
6,870
shares
|
$1.5 Million
0.63% of portfolio
|
Q1 2025
Added 23.85%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
6,867
shares
|
$1.5 Million
0.15% of portfolio
|
Q2 2025
Added 109.23%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
6,844
shares
|
$1.49 Million
0.04% of portfolio
|
Q1 2025
Added 63.19%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
6,818
shares
|
$1.49 Million
0.07% of portfolio
|
Q2 2025
Added 132.54%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
6,807
shares
|
$1.48 Million
0.01% of portfolio
|
Q1 2025
Reduced 25.47%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
6,804
shares
|
$1.48 Million
0.17% of portfolio
|
Q1 2025
Added 8.05%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
6,800
shares
|
$1.48 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
6,772
shares
|
$1.48 Million
0.11% of portfolio
|
Q1 2025
Added 10.44%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
6,766
shares
|
$1.48 Million
0.06% of portfolio
|
Q1 2025
Added 36.91%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
May 09, 2025 Q1 2025 |
6,749
shares
|
$1.47 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Mufg Securities Americas Inc.
New York, NY |
May 13, 2025 Q1 2025 |
6,748
shares
|
$1.47 Million
0.14% of portfolio
|
Q1 2025
Added 19.79%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
6,736
shares
|
$1.47 Million
0.11% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
6,733
shares
|
$1.47 Million
0.51% of portfolio
|
Q2 2024
Reduced 6.91%
|
|
|
Capital International Sarl
Los Angeles, CA |
May 12, 2025 Q1 2025 |
6,723
shares
|
$1.47 Million
0.03% of portfolio
|
Q1 2025
Added 38.02%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
6,680
shares
|
$1.46 Million
0.03% of portfolio
|
Q1 2025
Reduced 20.08%
|
|
|
Jain Global LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,677
shares
|
$1.46 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
6,574
shares
|
$1.43 Million
0.04% of portfolio
|
Q1 2025
Added 17.2%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
6,564
shares
|
$1.43 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
6,501
shares
|
$1.42 Million
0.01% of portfolio
|
Q3 2023
Reduced 82.0%
|