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 |
|---|---|---|---|---|---|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
1,822
shares
|
$359,334
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,819
shares
|
$358,743
0.1% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Berkshire Bank
|
Apr 17, 2025 Q1 2025 |
1,815
shares
|
$357,954
0.08% of portfolio
|
Q1 2025
Added 7.84%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
May 02, 2025 Q1 2025 |
1,815
shares
|
$357,954
0.23% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Trust CO Of Virginia
|
Apr 24, 2025 Q1 2025 |
1,806
shares
|
$356,179
0.03% of portfolio
|
Q3 2024
Added 19.92%
|
|
|
Lockerman Financial Group, Inc.
|
Apr 17, 2025 Q1 2025 |
1,800
shares
|
$354,996
0.52% of portfolio
|
Q2 2024
New holding
|
|
|
Mathes Company, Inc.
|
May 01, 2025 Q1 2025 |
1,800
shares
|
$354,996
0.13% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
1,800
shares
|
$354,996
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
1,799
shares
|
$354,798
0.02% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
1,789
shares
|
$352,826
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,780
shares
|
$351,051
0.05% of portfolio
|
Q3 2024
Added 9.27%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
1,778
shares
|
$350,657
0.03% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
1,775
shares
|
$350,065
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Quantessence Capital LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,775
shares
|
$350,065
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
1,771
shares
|
$349,276
0.01% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
1,765
shares
|
$348,093
0.02% of portfolio
|
Q1 2025
Added 46.84%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,760
shares
|
$347,107
0.01% of portfolio
|
Q1 2025
Reduced 41.55%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
1,756
shares
|
$346,318
0.02% of portfolio
|
Q1 2025
Reduced 12.9%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
1,756
shares
|
$346,318
0.01% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
1,746
shares
|
$344,346
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
1,746
shares
|
$344,346
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Apr 14, 2025 Q1 2025 |
1,743
shares
|
$343,754
0.27% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
1,742
shares
|
$343,557
0.01% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
1,740
shares
|
$343,162
0.07% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Lafayette Investments, Inc.
|
Apr 24, 2025 Q1 2025 |
1,734
shares
|
$341,979
0.07% of portfolio
|
Q1 2025
New holding
|