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 |
|---|---|---|---|---|---|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
1,899
shares
|
$413,982
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
1,896
shares
|
$413,328
0.15% of portfolio
|
Q2 2025
Added 14.84%
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
1,894
shares
|
$412,892
0.04% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
1,893
shares
|
$412,674
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
1,880
shares
|
$409,840
0.18% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Jul 16, 2025 Q2 2025 |
1,870
shares
|
$407,660
0.28% of portfolio
|
Q2 2025
Added 61.62%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
1,869
shares
|
$407,442
0.13% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Synergy Financial Group, LTD
|
May 14, 2025 Q1 2025 |
1,867
shares
|
$407,006
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
1,865
shares
|
$406,570
0.07% of portfolio
|
Q4 2024
Added 16.93%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
May 07, 2025 Q1 2025 |
1,863
shares
|
$406,134
0.0% of portfolio
|
Q1 2025
Added 18.51%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
1,859
shares
|
$405,262
0.02% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
1,853
shares
|
$403,954
0.07% of portfolio
|
Q1 2025
Added 19.16%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
1,851
shares
|
$403,518
0.01% of portfolio
|
Q1 2025
Reduced 32.3%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
1,829
shares
|
$398,722
0.09% of portfolio
|
Q2 2025
Added 17.92%
|
|
|
Mount Vernon Associates Inc
|
Apr 23, 2025 Q1 2025 |
1,825
shares
|
$397,850
0.27% of portfolio
|
Q1 2025
Reduced 10.98%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
1,822
shares
|
$397,196
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,819
shares
|
$396,542
0.1% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
May 02, 2025 Q1 2025 |
1,815
shares
|
$395,670
0.23% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
1,809
shares
|
$394,362
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
1,800
shares
|
$392,400
0.55% of portfolio
|
Q2 2024
New holding
|
|
|
Mathes Company, Inc.
|
May 01, 2025 Q1 2025 |
1,800
shares
|
$392,400
0.13% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
1,800
shares
|
$392,400
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
1,799
shares
|
$392,182
0.02% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
1,792
shares
|
$390,656
0.03% of portfolio
|
Q2 2025
Added 41.21%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
1,789
shares
|
$390,002
0.04% of portfolio
|
Q1 2025
New holding
|