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 |
|---|---|---|---|---|---|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
May 13, 2025 Q1 2025 |
2,033
shares
|
$443,194
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
2,028
shares
|
$442,104
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,024
shares
|
$441,232
0.01% of portfolio
|
Q4 2024
Reduced 27.82%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,023
shares
|
$441,014
0.0% of portfolio
|
Q1 2025
Reduced 89.02%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
2,021
shares
|
$440,578
0.06% of portfolio
|
Q2 2025
Added 39.96%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,018
shares
|
$439,924
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
May 15, 2025 Q1 2025 |
2,010
shares
|
$438,180
0.29% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
2,003
shares
|
$436,654
0.03% of portfolio
|
Q1 2025
Added 7.57%
|
|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
2,000
shares
|
$436,000
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
2,000
shares
|
$436,000
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
1,994
shares
|
$434,692
0.04% of portfolio
|
Q4 2024
Reduced 14.01%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
1,993
shares
|
$434,474
0.1% of portfolio
|
Q1 2024
Reduced 15.77%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
1,992
shares
|
$434,256
0.0% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
1,972
shares
|
$429,896
0.02% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
1,970
shares
|
$429,460
0.1% of portfolio
|
Q2 2025
Added 8.54%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
1,945
shares
|
$424,010
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
1,937
shares
|
$422,266
0.03% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Spectrum Financial Alliance LTD LLC
|
May 07, 2025 Q1 2025 |
1,931
shares
|
$420,958
0.11% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
1,930
shares
|
$420,740
0.03% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Jul 17, 2025 Q2 2025 |
1,929
shares
|
$420,522
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
1,928
shares
|
$420,304
0.01% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
1,925
shares
|
$419,650
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Jun 02, 2025 Q1 2025 |
1,925
shares
|
$419,650
0.08% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
1,920
shares
|
$418,560
0.04% of portfolio
|
Q2 2025
Added 68.87%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
May 02, 2025 Q1 2025 |
1,900
shares
|
$414,200
0.17% of portfolio
|
Q4 2023
New holding
|