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 |
|---|---|---|---|---|---|
|
Lester Murray Antman Dba Simply Rich
|
May 09, 2025 Q1 2025 |
2,939
shares
|
$640,702
0.15% of portfolio
|
Q3 2020
New holding
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
2,934
shares
|
$639,612
0.04% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
2,917
shares
|
$635,906
0.12% of portfolio
|
Q2 2025
Reduced 12.4%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
2,911
shares
|
$634,598
0.02% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
2,904
shares
|
$633,072
0.03% of portfolio
|
Q4 2024
Reduced 8.16%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
May 08, 2025 Q1 2025 |
2,876
shares
|
$626,968
0.21% of portfolio
|
Q1 2025
Reduced 6.2%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
May 01, 2025 Q1 2025 |
2,875
shares
|
$626,750
0.13% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
2,855
shares
|
$622,390
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
2,853
shares
|
$621,954
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
2,850
shares
|
$621,300
0.03% of portfolio
|
Q2 2025
Added 62.3%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
May 07, 2025 Q1 2025 |
2,825
shares
|
$615,850
0.38% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
2,812
shares
|
$613,016
0.01% of portfolio
|
Q1 2025
Added 44.58%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,799
shares
|
$610,182
0.03% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Qtron Investments LLC
Boston, MA |
May 13, 2025 Q1 2025 |
2,792
shares
|
$608,656
0.08% of portfolio
|
Q1 2025
Reduced 13.61%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
2,782
shares
|
$606,476
0.01% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
2,782
shares
|
$606,476
0.01% of portfolio
|
Q1 2025
Reduced 96.53%
|
|
|
Pointe Capital Management LLC
|
May 01, 2025 Q1 2025 |
2,779
shares
|
$605,822
0.3% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
2,778
shares
|
$605,604
0.01% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Diversified Investment Strategies, LLC
|
May 13, 2025 Q1 2025 |
2,777
shares
|
$605,386
0.35% of portfolio
|
Q1 2025
Reduced 13.94%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
2,776
shares
|
$605,168
0.24% of portfolio
|
Q1 2025
Added 28.7%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
2,767
shares
|
$603,206
0.38% of portfolio
|
Q4 2024
Added 27.22%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
2,747
shares
|
$598,846
0.1% of portfolio
|
Q2 2025
Added 24.19%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
2,745
shares
|
$598,410
0.0% of portfolio
|
Q1 2025
Added 87.12%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
2,742
shares
|
$597,756
0.01% of portfolio
|
Q1 2025
Added 95.72%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,739
shares
|
$597,102
0.03% of portfolio
|
Q1 2025
Added 31.81%
|