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 |
|---|---|---|---|---|---|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
4,412
shares
|
$870,134
0.24% of portfolio
|
Q2 2021
Added 82.92%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
4,406
shares
|
$868,951
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Trust Asset Management LLC
Houston, TX |
May 12, 2025 Q1 2025 |
4,398
shares
|
$867,373
0.07% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
4,367
shares
|
$861,259
0.06% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
4,364
shares
|
$860,668
0.02% of portfolio
|
Q1 2025
Added 26.2%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,330
shares
|
$853,962
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Jbf Capital, Inc.
Aspen, CO |
May 08, 2025 Q1 2025 |
4,300
shares
|
$848,046
0.16% of portfolio
|
Q1 2025
Reduced 14.0%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
4,288
shares
|
$845,679
0.12% of portfolio
|
Q1 2025
Added 7.52%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
4,287
shares
|
$845,482
0.01% of portfolio
|
Q1 2025
Added 39.46%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
4,264
shares
|
$840,946
0.1% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
4,243
shares
|
$836,804
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
4,239
shares
|
$836,015
0.02% of portfolio
|
Q3 2024
Reduced 35.42%
|
|
|
Unified Investment Management
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
4,194
shares
|
$827,140
0.89% of portfolio
|
Q1 2025
Reduced 16.52%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
4,188
shares
|
$825,957
0.03% of portfolio
|
Q1 2025
Added 10.94%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
4,175
shares
|
$823,393
0.04% of portfolio
|
Q1 2025
Reduced 85.45%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
4,174
shares
|
$823,196
0.02% of portfolio
|
Q1 2025
Added 126.6%
|
|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
4,163
shares
|
$821,026
0.03% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
4,162
shares
|
$820,829
0.03% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
4,148
shares
|
$818,068
0.05% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
4,113
shares
|
$811,165
0.03% of portfolio
|
Q1 2025
Reduced 13.15%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
May 15, 2025 Q1 2025 |
4,062
shares
|
$801,107
0.47% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
4,050
shares
|
$798,741
0.02% of portfolio
|
Q1 2025
Reduced 13.28%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
4,033
shares
|
$795,388
0.08% of portfolio
|
Q3 2021
Reduced 4.72%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,030
shares
|
$794,796
0.13% of portfolio
|
Q4 2022
Added 59.29%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
4,025
shares
|
$793,810
0.01% of portfolio
|
Q1 2025
Added 14.74%
|