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 |
|---|---|---|---|---|---|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
2,268
shares
|
$494,424
0.01% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
2,267
shares
|
$494,206
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,250
shares
|
$490,500
0.01% of portfolio
|
Q3 2021
Added 14.8%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
2,238
shares
|
$487,884
0.04% of portfolio
|
Q2 2025
Added 16.74%
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
2,228
shares
|
$485,704
0.03% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
2,226
shares
|
$485,268
0.04% of portfolio
|
Q1 2025
Reduced 16.09%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jul 14, 2025 Q2 2025 |
2,223
shares
|
$484,614
0.05% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
2,221
shares
|
$484,178
0.03% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
2,220
shares
|
$483,960
0.01% of portfolio
|
Q1 2025
Added 14.32%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
2,218
shares
|
$483,524
0.0% of portfolio
|
Q1 2025
Reduced 10.78%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
2,205
shares
|
$480,690
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
2,199
shares
|
$479,382
0.04% of portfolio
|
Q1 2025
Added 14.0%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
2,188
shares
|
$476,984
0.07% of portfolio
|
Q1 2025
Reduced 44.18%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
2,182
shares
|
$475,676
0.1% of portfolio
|
Q2 2025
Added 17.75%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
May 15, 2025 Q1 2025 |
2,181
shares
|
$475,458
0.02% of portfolio
|
Q3 2022
Reduced 42.32%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
2,178
shares
|
$474,804
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
|
$474,150
0.14% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
May 14, 2025 Q1 2025 |
2,174
shares
|
$473,932
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Kearns & Associates LLC
|
Jul 09, 2025 Q2 2025 |
2,170
shares
|
$473,060
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
2,165
shares
|
$471,970
0.03% of portfolio
|
Q1 2025
Reduced 52.57%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,164
shares
|
$471,752
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
2,157
shares
|
$470,226
0.01% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
2,155
shares
|
$469,790
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
2,153
shares
|
$469,354
0.24% of portfolio
|
Q1 2025
Added 26.57%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
2,149
shares
|
$468,482
0.01% of portfolio
|
Q1 2025
Reduced 13.38%
|