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 |
|---|---|---|---|---|---|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
3,635
shares
|
$802,753
0.13% of portfolio
|
Q1 2025
Reduced 39.54%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
3,632
shares
|
$802,090
0.02% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,625
shares
|
$800,545
0.01% of portfolio
|
Q2 2024
Reduced 19.73%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
3,572
shares
|
$788,840
0.35% of portfolio
|
Q2 2025
Added 8.74%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
3,570
shares
|
$788,398
0.04% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
3,538
shares
|
$781,331
0.04% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
3,523
shares
|
$778,019
0.06% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
3,514
shares
|
$776,031
0.03% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
3,500
shares
|
$772,940
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Commerzbank Aktiengesellschaft
|
May 02, 2025 Q1 2025 |
3,476
shares
|
$767,639
0.01% of portfolio
|
Q1 2025
Added 54.56%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
3,473
shares
|
$766,977
0.11% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,444
shares
|
$760,572
0.27% of portfolio
|
Q2 2025
Reduced 29.87%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,441
shares
|
$759,910
0.03% of portfolio
|
Q4 2023
Reduced 8.68%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
3,434
shares
|
$758,364
0.11% of portfolio
|
Q3 2023
Reduced 4.58%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
3,432
shares
|
$757,922
0.05% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
May 15, 2025 Q1 2025 |
3,428
shares
|
$757,039
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
3,416
shares
|
$754,389
0.03% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
3,377
shares
|
$745,776
0.05% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
3,352
shares
|
$740,255
0.06% of portfolio
|
Q2 2025
Added 85.6%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
3,348
shares
|
$739,372
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
3,336
shares
|
$736,722
0.14% of portfolio
|
Q4 2020
New holding
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
3,322
shares
|
$733,630
0.02% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
3,307
shares
|
$730,317
0.01% of portfolio
|
Q1 2025
Reduced 13.25%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
3,300
shares
|
$728,772
0.21% of portfolio
|
Q2 2025
Added 118.25%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
3,291
shares
|
$726,784
0.37% of portfolio
|
Q1 2025
Reduced 4.22%
|