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 |
|---|---|---|---|---|---|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
1,972
shares
|
$388,917
0.02% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
1,959
shares
|
$386,353
0.06% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
1,937
shares
|
$382,015
0.03% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Paragon Capital Management LTD
|
Apr 16, 2025 Q1 2025 |
1,935
shares
|
$381,620
0.07% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
1,935
shares
|
$381,620
0.05% of portfolio
|
Q1 2025
Added 13.42%
|
|
|
Spectrum Financial Alliance LTD LLC
|
May 07, 2025 Q1 2025 |
1,931
shares
|
$380,831
0.11% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
1,930
shares
|
$380,634
0.03% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
1,928
shares
|
$380,240
0.01% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
1,926
shares
|
$379,845
0.1% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
1,925
shares
|
$379,648
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
1,917
shares
|
$378,070
0.03% of portfolio
|
Q3 2024
Reduced 15.44%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
May 02, 2025 Q1 2025 |
1,900
shares
|
$374,718
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
1,894
shares
|
$373,534
0.04% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
1,893
shares
|
$373,337
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
1,880
shares
|
$370,773
0.18% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Gateway Investment Advisers LLC
|
Apr 11, 2025 Q1 2025 |
1,870
shares
|
$368,801
0.0% of portfolio
|
Q1 2025
Reduced 7.33%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
1,869
shares
|
$368,604
0.13% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Synergy Financial Group, LTD
|
May 14, 2025 Q1 2025 |
1,867
shares
|
$368,209
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
1,865
shares
|
$367,815
0.07% of portfolio
|
Q4 2024
Added 16.93%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
May 07, 2025 Q1 2025 |
1,863
shares
|
$367,420
0.0% of portfolio
|
Q1 2025
Added 18.51%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
1,859
shares
|
$366,631
0.02% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
1,853
shares
|
$365,448
0.07% of portfolio
|
Q1 2025
Added 19.16%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Apr 17, 2025 Q1 2025 |
1,853
shares
|
$365,448
0.08% of portfolio
|
Q1 2025
Added 25.8%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
1,851
shares
|
$365,054
0.01% of portfolio
|
Q1 2025
Reduced 32.3%
|
|
|
Mount Vernon Associates Inc
|
Apr 23, 2025 Q1 2025 |
1,825
shares
|
$359,926
0.27% of portfolio
|
Q1 2025
Reduced 10.98%
|