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 |
|---|---|---|---|---|---|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
3,281
shares
|
$724,576
0.55% of portfolio
|
Q3 2023
Added 11.98%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
3,264
shares
|
$720,821
0.03% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
3,240
shares
|
$715,521
0.0% of portfolio
|
Q1 2025
Reduced 65.86%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
3,205
shares
|
$707,792
0.05% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
3,202
shares
|
$707,129
0.21% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
3,198
shares
|
$706,246
0.02% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
3,190
shares
|
$704,479
0.02% of portfolio
|
Q2 2023
Added 47.82%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jul 15, 2025 Q2 2025 |
3,190
shares
|
$704,479
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
3,187
shares
|
$703,817
0.02% of portfolio
|
Q1 2025
Reduced 17.73%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
3,182
shares
|
$702,712
0.11% of portfolio
|
Q1 2025
Added 21.87%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
3,180
shares
|
$702,271
0.02% of portfolio
|
Q1 2025
Added 25.99%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
3,160
shares
|
$697,854
0.16% of portfolio
|
Q2 2025
Added 12.9%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
3,149
shares
|
$695,425
0.0% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
3,114
shares
|
$687,695
0.07% of portfolio
|
Q1 2025
Reduced 27.67%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
3,108
shares
|
$686,370
0.03% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
3,072
shares
|
$678,420
0.01% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
3,065
shares
|
$676,874
0.19% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Kg&L Capital Management,Llc
|
Apr 23, 2025 Q1 2025 |
3,059
shares
|
$675,549
0.18% of portfolio
|
Q1 2025
Added 11.28%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
3,052
shares
|
$674,003
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
3,041
shares
|
$671,574
0.03% of portfolio
|
Q1 2023
Reduced 0.26%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
3,024
shares
|
$667,820
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
3,023
shares
|
$667,599
0.02% of portfolio
|
Q4 2024
Reduced 18.45%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
3,021
shares
|
$667,157
0.02% of portfolio
|
Q3 2022
Reduced 1.37%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
3,015
shares
|
$665,832
0.65% of portfolio
|
Q1 2025
Reduced 11.84%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
3,000
shares
|
$662,520
0.12% of portfolio
|
Q3 2020
Reduced 0.83%
|