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 |
|---|---|---|---|---|---|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
2,485
shares
|
$541,730
0.06% of portfolio
|
Q2 2025
Added 324.79%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
2,475
shares
|
$539,550
0.03% of portfolio
|
Q1 2025
Reduced 85.83%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
2,475
shares
|
$539,550
0.06% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
2,473
shares
|
$539,114
0.08% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
2,465
shares
|
$537,370
0.3% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Asb Consultores, LLC
Aventura, FL |
May 13, 2025 Q1 2025 |
2,458
shares
|
$535,844
0.29% of portfolio
|
Q1 2025
Reduced 18.85%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
2,456
shares
|
$535,408
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
2,447
shares
|
$533,446
0.09% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
2,444
shares
|
$532,792
0.03% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
2,430
shares
|
$529,740
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Apr 22, 2025 Q1 2025 |
2,414
shares
|
$526,252
0.05% of portfolio
|
Q2 2023
Reduced 56.15%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
May 01, 2025 Q1 2025 |
2,414
shares
|
$526,252
0.19% of portfolio
|
Q1 2025
Reduced 7.62%
|
|
|
Watershed Asset Management, L.L.C.
|
Feb 02, 2024 Q4 2023 |
2,410
shares
|
$525,380
0.37% of portfolio
|
Q4 2023
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,402
shares
|
$523,636
0.04% of portfolio
|
Q1 2023
Added 3.89%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
2,393
shares
|
$521,674
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
2,385
shares
|
$519,930
0.02% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
2,382
shares
|
$519,276
0.05% of portfolio
|
Q1 2025
Added 6.62%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
2,375
shares
|
$517,750
0.04% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
2,370
shares
|
$516,660
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
2,367
shares
|
$516,006
0.04% of portfolio
|
Q1 2025
Added 8.08%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
2,367
shares
|
$516,006
0.0% of portfolio
|
Q1 2025
Added 13.09%
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
2,331
shares
|
$508,158
0.02% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,294
shares
|
$500,092
0.01% of portfolio
|
Q1 2025
Added 22.87%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
2,286
shares
|
$498,348
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
2,280
shares
|
$497,040
0.5% of portfolio
|
Q1 2025
New holding
|