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 |
|---|---|---|---|---|---|
|
James J. Burns & Company, LLC
Melville, NY |
Apr 08, 2025 Q1 2025 |
2,212
shares
|
$436,250
0.07% of portfolio
|
Q2 2024
Added 0.55%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
2,205
shares
|
$434,870
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
2,199
shares
|
$433,686
0.04% of portfolio
|
Q1 2025
Added 14.0%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
2,188
shares
|
$431,517
0.07% of portfolio
|
Q1 2025
Reduced 44.18%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
May 15, 2025 Q1 2025 |
2,181
shares
|
$430,136
0.02% of portfolio
|
Q3 2022
Reduced 42.32%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
2,178
shares
|
$429,545
0.01% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
2,175
shares
|
$428,953
0.14% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
May 14, 2025 Q1 2025 |
2,174
shares
|
$428,756
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Kearns & Associates LLC
|
May 15, 2025 Q1 2025 |
2,170
shares
|
$427,967
0.25% of portfolio
|
Q4 2022
New holding
|
|
|
Neville Rodie & Shaw Inc
|
Apr 01, 2025 Q1 2025 |
2,165
shares
|
$426,981
0.03% of portfolio
|
Q1 2025
Reduced 52.57%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
2,157
shares
|
$425,403
0.01% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
2,155
shares
|
$425,009
0.12% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
2,153
shares
|
$424,614
0.24% of portfolio
|
Q1 2025
Added 26.57%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
2,149
shares
|
$423,825
0.01% of portfolio
|
Q1 2025
Reduced 13.38%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,142
shares
|
$422,445
0.15% of portfolio
|
Q4 2023
Reduced 9.85%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
2,135
shares
|
$421,064
0.02% of portfolio
|
Q1 2025
Reduced 21.74%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,134
shares
|
$420,867
0.01% of portfolio
|
Q1 2024
Reduced 13.32%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
2,133
shares
|
$420,670
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
2,131
shares
|
$420,275
0.04% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
2,127
shares
|
$419,486
0.01% of portfolio
|
Q1 2025
Added 4.42%
|
|
|
Banque Pictet & Cie Sa
|
Apr 30, 2025 Q1 2025 |
2,126
shares
|
$419,289
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
2,123
shares
|
$418,698
0.02% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
2,121
shares
|
$418,303
0.03% of portfolio
|
Q1 2025
Added 16.54%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
2,121
shares
|
$418,303
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
2,108
shares
|
$415,739
0.34% of portfolio
|
Q4 2024
New holding
|