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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
4,903
shares
|
$966,969
0.03% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
4,875
shares
|
$961,447
0.12% of portfolio
|
Q1 2025
Reduced 10.14%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
May 13, 2025 Q1 2025 |
4,860
shares
|
$958,489
0.23% of portfolio
|
Q1 2025
Added 143.0%
|
|
|
Bank Ozk
|
May 13, 2025 Q1 2025 |
4,843
shares
|
$955,136
0.38% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
4,823
shares
|
$951,192
0.0% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
4,809
shares
|
$948,430
0.07% of portfolio
|
Q1 2025
Added 29.24%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Apr 22, 2025 Q1 2025 |
4,800
shares
|
$946,656
0.03% of portfolio
|
Q4 2024
Added 69.01%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
4,782
shares
|
$943,106
0.04% of portfolio
|
Q1 2025
Added 23.66%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
4,773
shares
|
$941,331
0.01% of portfolio
|
Q4 2022
Reduced 10.62%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
4,747
shares
|
$936,203
0.03% of portfolio
|
Q1 2025
Added 22.0%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
4,693
shares
|
$925,553
0.02% of portfolio
|
Q1 2025
Added 10.24%
|
|
|
Seneca House Advisors
|
Apr 11, 2025 Q1 2025 |
4,667
shares
|
$920,425
0.36% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
4,666
shares
|
$920,228
0.69% of portfolio
|
Q3 2022
Reduced 12.23%
|
|
|
Permanens Capital L.P.
New York, NY |
May 15, 2025 Q1 2025 |
4,653
shares
|
$917,664
0.16% of portfolio
|
Q1 2025
Added 39.35%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
4,609
shares
|
$908,986
0.03% of portfolio
|
Q1 2025
Added 29.87%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
4,606
shares
|
$908,395
0.08% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
May 15, 2025 Q1 2025 |
4,574
shares
|
$902,084
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
4,544
shares
|
$896,167
0.03% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
4,512
shares
|
$889,856
0.27% of portfolio
|
Q4 2017
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
4,492
shares
|
$885,912
0.11% of portfolio
|
Q1 2025
Added 8.79%
|
|
|
Sky Investment Group LLC
|
Apr 16, 2025 Q1 2025 |
4,454
shares
|
$878,417
0.15% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
4,454
shares
|
$878,417
0.1% of portfolio
|
Q1 2025
Added 7.51%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Apr 17, 2025 Q1 2025 |
4,448
shares
|
$877,234
0.06% of portfolio
|
Q2 2022
Reduced 8.25%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
4,436
shares
|
$874,867
0.15% of portfolio
|
Q1 2025
Reduced 15.02%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Apr 30, 2025 Q1 2025 |
4,436
shares
|
$874,867
0.52% of portfolio
|
Q1 2025
Reduced 2.57%
|