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 |
|---|---|---|---|---|---|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
3,190
shares
|
$629,131
0.02% of portfolio
|
Q2 2023
Added 47.82%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
3,187
shares
|
$628,540
0.02% of portfolio
|
Q1 2025
Reduced 17.73%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
3,182
shares
|
$627,554
0.11% of portfolio
|
Q1 2025
Added 21.87%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
3,180
shares
|
$627,159
0.02% of portfolio
|
Q1 2025
Added 25.99%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
3,155
shares
|
$622,229
0.05% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
3,149
shares
|
$621,045
0.0% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Tru Independence LLC
|
Apr 30, 2025 Q1 2025 |
3,147
shares
|
$620,651
0.18% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
3,114
shares
|
$614,143
0.07% of portfolio
|
Q1 2025
Reduced 27.67%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
3,108
shares
|
$612,959
0.03% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
3,072
shares
|
$605,859
0.01% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Bank Of Stockton
|
Apr 23, 2025 Q1 2025 |
3,065
shares
|
$604,479
0.18% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Kg&L Capital Management,Llc
|
Apr 23, 2025 Q1 2025 |
3,059
shares
|
$603,295
0.18% of portfolio
|
Q1 2025
Added 11.28%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
3,041
shares
|
$599,746
0.03% of portfolio
|
Q1 2023
Reduced 0.26%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
3,024
shares
|
$596,393
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
3,023
shares
|
$596,196
0.02% of portfolio
|
Q4 2024
Reduced 18.45%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
3,021
shares
|
$595,801
0.02% of portfolio
|
Q3 2022
Reduced 1.37%
|
|
|
Western Pacific Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
3,015
shares
|
$594,618
0.51% of portfolio
|
Q1 2025
Reduced 11.84%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
3,000
shares
|
$591,660
0.12% of portfolio
|
Q3 2020
Reduced 0.83%
|
|
|
Cross Staff Investments Inc
|
Apr 22, 2025 Q1 2025 |
3,000
shares
|
$591,660
0.42% of portfolio
|
Q2 2022
Added 12.57%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
2,998
shares
|
$591,265
0.08% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
2,991
shares
|
$589,885
0.0% of portfolio
|
Q1 2025
Reduced 14.05%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
2,987
shares
|
$589,096
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
2,977
shares
|
$587,123
0.05% of portfolio
|
Q2 2024
Reduced 4.03%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,955
shares
|
$582,785
0.0% of portfolio
|
Q1 2025
Added 15.93%
|
|
|
Lester Murray Antman Dba Simply Rich
|
May 09, 2025 Q1 2025 |
2,939
shares
|
$579,629
0.15% of portfolio
|
Q3 2020
New holding
|