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 |
|---|---|---|---|---|---|
|
Promethium Advisors,Llc
Bethesda, MD |
May 15, 2025 Q1 2025 |
4,062
shares
|
$897,052
0.47% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
4,050
shares
|
$894,402
0.02% of portfolio
|
Q1 2025
Reduced 13.28%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
4,033
shares
|
$890,647
0.08% of portfolio
|
Q3 2021
Reduced 4.72%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,030
shares
|
$889,985
0.13% of portfolio
|
Q4 2022
Added 59.29%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
4,025
shares
|
$888,881
0.01% of portfolio
|
Q1 2025
Added 14.74%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
4,025
shares
|
$888,881
0.11% of portfolio
|
Q2 2025
Reduced 17.44%
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
3,945
shares
|
$871,213
0.1% of portfolio
|
Q2 2024
Reduced 16.42%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
3,933
shares
|
$868,563
0.26% of portfolio
|
Q3 2023
Added 0.56%
|
|
|
Future Fund LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,933
shares
|
$868,563
0.92% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
3,895
shares
|
$860,171
0.02% of portfolio
|
Q1 2025
Added 33.3%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Apr 17, 2025 Q1 2025 |
3,882
shares
|
$857,300
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
3,878
shares
|
$856,417
0.07% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Fil LTD
Hamilton, D0 |
May 12, 2025 Q1 2025 |
3,866
shares
|
$853,767
0.0% of portfolio
|
Q1 2025
Reduced 12.81%
|
|
|
Richwood Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
3,811
shares
|
$841,621
0.58% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,801
shares
|
$839,412
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
3,775
shares
|
$833,671
0.01% of portfolio
|
Q1 2025
Added 22.53%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
3,738
shares
|
$825,499
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
May 09, 2025 Q1 2025 |
3,734
shares
|
$824,616
0.01% of portfolio
|
Q1 2025
Reduced 6.09%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
3,727
shares
|
$823,070
0.07% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
3,727
shares
|
$823,070
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
3,726
shares
|
$822,849
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
3,725
shares
|
$822,629
0.02% of portfolio
|
Q1 2025
Reduced 8.72%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,694
shares
|
$815,782
0.0% of portfolio
|
Q4 2022
Added 0.68%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,693
shares
|
$815,562
0.03% of portfolio
|
Q4 2024
Reduced 7.14%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
3,680
shares
|
$812,691
0.01% of portfolio
|
Q1 2025
Added 14.5%
|