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 |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
3,570
shares
|
$704,075
0.04% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
3,567
shares
|
$703,483
0.01% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
3,538
shares
|
$697,764
0.04% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
3,523
shares
|
$694,806
0.06% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
3,514
shares
|
$693,031
0.03% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
3,500
shares
|
$690,270
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Commerzbank Aktiengesellschaft
|
May 02, 2025 Q1 2025 |
3,476
shares
|
$685,536
0.01% of portfolio
|
Q1 2025
Added 54.56%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
3,473
shares
|
$684,945
0.11% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,441
shares
|
$678,634
0.03% of portfolio
|
Q4 2023
Reduced 8.68%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
3,434
shares
|
$677,253
0.11% of portfolio
|
Q3 2023
Reduced 4.58%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
3,432
shares
|
$676,859
0.05% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
May 15, 2025 Q1 2025 |
3,428
shares
|
$676,070
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
3,416
shares
|
$673,703
0.03% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
3,336
shares
|
$657,925
0.14% of portfolio
|
Q4 2020
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
3,330
shares
|
$656,742
0.12% of portfolio
|
Q1 2025
Added 20.13%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
3,322
shares
|
$655,164
0.02% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
3,307
shares
|
$652,206
0.01% of portfolio
|
Q1 2025
Reduced 13.25%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
3,291
shares
|
$649,051
0.37% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Apr 16, 2025 Q1 2025 |
3,285
shares
|
$647,867
0.31% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Aaron Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
3,282
shares
|
$647,276
0.07% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
3,281
shares
|
$647,078
0.55% of portfolio
|
Q3 2023
Added 11.98%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
3,264
shares
|
$643,726
0.03% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
3,240
shares
|
$638,992
0.0% of portfolio
|
Q1 2025
Reduced 65.86%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
3,205
shares
|
$632,090
0.05% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
3,198
shares
|
$630,709
0.02% of portfolio
|
Q1 2025
Reduced 0.59%
|