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 |
|---|---|---|---|---|---|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,142
shares
|
$466,956
0.15% of portfolio
|
Q4 2023
Reduced 9.85%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
2,135
shares
|
$465,430
0.02% of portfolio
|
Q1 2025
Reduced 21.74%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,134
shares
|
$465,212
0.01% of portfolio
|
Q1 2024
Reduced 13.32%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
2,133
shares
|
$464,994
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
2,131
shares
|
$464,558
0.04% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
2,127
shares
|
$463,686
0.01% of portfolio
|
Q1 2025
Added 4.42%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
2,123
shares
|
$462,814
0.02% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
2,121
shares
|
$462,378
0.03% of portfolio
|
Q1 2025
Added 16.54%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
2,121
shares
|
$462,378
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,114
shares
|
$460,852
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
2,112
shares
|
$460,416
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
2,108
shares
|
$459,544
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
2,107
shares
|
$459,326
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
2,102
shares
|
$458,236
0.01% of portfolio
|
Q1 2025
Reduced 32.67%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
2,099
shares
|
$457,582
0.01% of portfolio
|
Q1 2025
Added 24.05%
|
|
|
Verus Financial Partners, Inc.
|
May 05, 2025 Q1 2025 |
2,098
shares
|
$457,364
0.04% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
2,080
shares
|
$453,440
0.05% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Alta Advisers LTD
|
Apr 25, 2025 Q1 2025 |
2,079
shares
|
$453,222
0.16% of portfolio
|
Q1 2025
Added 62.55%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
2,063
shares
|
$449,734
0.03% of portfolio
|
Q1 2025
Reduced 30.07%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
2,061
shares
|
$449,298
0.0% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
2,054
shares
|
$447,772
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
2,053
shares
|
$447,554
0.13% of portfolio
|
Q2 2025
Reduced 4.73%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
2,052
shares
|
$447,336
0.03% of portfolio
|
Q4 2024
Reduced 54.92%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
2,052
shares
|
$447,336
0.08% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Jb Global.Com LLC
New York, NY |
Jul 02, 2025 Q2 2025 |
2,033
shares
|
$443,194
0.45% of portfolio
|
Q2 2025
New holding
|