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 1,665 institutions that hold shares in the stock, with a total of 469 Million shares, which have been reported (via 13F filing form) to have a value of $103 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
4,493
shares
|
$992,234
0.01% of portfolio
|
Q2 2025
Added 250.74%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
4,492
shares
|
$992,013
0.11% of portfolio
|
Q1 2025
Added 8.79%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
4,454
shares
|
$983,621
0.1% of portfolio
|
Q1 2025
Added 7.51%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Apr 17, 2025 Q1 2025 |
4,448
shares
|
$982,296
0.06% of portfolio
|
Q2 2022
Reduced 8.25%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
4,436
shares
|
$979,646
0.15% of portfolio
|
Q1 2025
Reduced 15.02%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Apr 30, 2025 Q1 2025 |
4,436
shares
|
$979,646
0.52% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
4,412
shares
|
$974,346
0.24% of portfolio
|
Q2 2021
Added 82.92%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
4,406
shares
|
$973,021
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Trust Asset Management LLC
Houston, TX |
May 12, 2025 Q1 2025 |
4,398
shares
|
$971,254
0.07% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
4,367
shares
|
$964,408
0.06% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
4,364
shares
|
$963,745
0.02% of portfolio
|
Q1 2025
Added 26.2%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,330
shares
|
$956,237
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Jbf Capital, Inc.
Aspen, CO |
May 08, 2025 Q1 2025 |
4,300
shares
|
$949,612
0.16% of portfolio
|
Q1 2025
Reduced 14.0%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
4,288
shares
|
$946,961
0.12% of portfolio
|
Q1 2025
Added 7.52%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
4,287
shares
|
$946,741
0.01% of portfolio
|
Q1 2025
Added 39.46%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
4,264
shares
|
$941,661
0.1% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
4,261
shares
|
$940,999
0.97% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
4,239
shares
|
$936,140
0.02% of portfolio
|
Q3 2024
Reduced 35.42%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
4,215
shares
|
$930,840
0.06% of portfolio
|
Q2 2025
Added 228.27%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
4,188
shares
|
$924,877
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
|
$922,007
0.04% of portfolio
|
Q1 2025
Reduced 85.45%
|
|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
4,163
shares
|
$919,356
0.03% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
4,162
shares
|
$919,136
0.03% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
4,148
shares
|
$916,044
0.05% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
4,113
shares
|
$908,314
0.03% of portfolio
|
Q1 2025
Reduced 13.15%
|