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 1,710 institutions that hold shares in the stock, with a total of 470 Million shares, which have been reported (via 13F filing form) to have a value of $102 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jul 15, 2025 Q2 2025 |
3,190
shares
|
$695,420
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
3,187
shares
|
$694,766
0.02% of portfolio
|
Q1 2025
Reduced 17.73%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
3,182
shares
|
$693,676
0.11% of portfolio
|
Q1 2025
Added 21.87%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
3,180
shares
|
$693,240
0.02% of portfolio
|
Q1 2025
Added 25.99%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
3,160
shares
|
$688,880
0.16% of portfolio
|
Q2 2025
Added 12.9%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
3,149
shares
|
$686,482
0.0% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
3,114
shares
|
$678,852
0.07% of portfolio
|
Q1 2025
Reduced 27.67%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
3,108
shares
|
$677,544
0.03% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
3,065
shares
|
$668,170
0.19% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
3,052
shares
|
$665,336
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
3,041
shares
|
$662,938
0.03% of portfolio
|
Q1 2023
Reduced 0.26%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
3,024
shares
|
$659,232
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
3,023
shares
|
$659,014
0.02% of portfolio
|
Q4 2024
Reduced 18.45%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
3,021
shares
|
$658,578
0.02% of portfolio
|
Q3 2022
Reduced 1.37%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
3,015
shares
|
$657,270
0.65% of portfolio
|
Q1 2025
Reduced 11.84%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
3,000
shares
|
$654,000
0.12% of portfolio
|
Q3 2020
Reduced 0.83%
|
|
|
Cross Staff Investments Inc
|
Apr 22, 2025 Q1 2025 |
3,000
shares
|
$654,000
0.42% of portfolio
|
Q2 2022
Added 12.57%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
2,999
shares
|
$653,782
0.09% of portfolio
|
Q2 2025
Added 54.99%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
2,998
shares
|
$653,564
0.08% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
2,995
shares
|
$652,910
0.1% of portfolio
|
Q2 2025
Added 132.89%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
2,991
shares
|
$652,038
0.0% of portfolio
|
Q1 2025
Reduced 14.05%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
2,987
shares
|
$651,166
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
2,977
shares
|
$648,986
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
|
$644,190
0.0% of portfolio
|
Q1 2025
Added 15.93%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
2,944
shares
|
$641,792
0.07% of portfolio
|
Q2 2025
New holding
|