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 |
|---|---|---|---|---|---|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
2,738
shares
|
$596,884
0.06% of portfolio
|
Q2 2025
Added 30.94%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
2,714
shares
|
$591,652
0.12% of portfolio
|
Q2 2025
Added 3424.68%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
2,714
shares
|
$591,652
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2,710
shares
|
$590,780
0.02% of portfolio
|
Q1 2025
Added 12.78%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
2,708
shares
|
$590,344
0.03% of portfolio
|
Q1 2025
Added 22.81%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
2,705
shares
|
$589,690
0.5% of portfolio
|
Q1 2025
Added 16.65%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
2,674
shares
|
$582,932
0.04% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
2,672
shares
|
$582,496
0.05% of portfolio
|
Q2 2025
Added 31.17%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
2,660
shares
|
$579,880
0.08% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,649
shares
|
$577,482
0.0% of portfolio
|
Q1 2025
Reduced 90.66%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
2,587
shares
|
$563,966
0.0% of portfolio
|
Q1 2025
Added 245.86%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
2,584
shares
|
$563,312
0.03% of portfolio
|
Q2 2022
Reduced 3.76%
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
2,579
shares
|
$562,222
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
2,573
shares
|
$560,914
0.01% of portfolio
|
Q1 2025
Added 8.98%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2,566
shares
|
$559,388
0.02% of portfolio
|
Q1 2025
Added 6.21%
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
2,562
shares
|
$558,516
0.16% of portfolio
|
Q2 2025
Reduced 16.25%
|
|
|
Whelan Financial
|
Apr 29, 2025 Q1 2025 |
2,560
shares
|
$558,080
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
2,546
shares
|
$555,028
0.25% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
2,545
shares
|
$554,810
0.05% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
2,536
shares
|
$552,848
0.46% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Cambria Investment Management, L.P.
|
May 15, 2025 Q1 2025 |
2,534
shares
|
$552,412
0.03% of portfolio
|
Q1 2025
Reduced 8.85%
|
|
|
Thompson Davis & Co., Inc.
|
May 13, 2025 Q1 2025 |
2,524
shares
|
$550,232
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
2,503
shares
|
$545,654
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
2,499
shares
|
$544,782
0.03% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
2,487
shares
|
$542,166
0.11% of portfolio
|
Q2 2025
Added 110.05%
|