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 2,168 institutions that hold shares in the stock, with a total of 629 Million shares, which have been reported (via 13F filing form) to have a value of $142 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Richwood Investment Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
3,677
shares
|
$829,567
0.64% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
3,672
shares
|
$828,439
0.07% of portfolio
|
Q2 2025
Added 74.28%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
3,672
shares
|
$828,439
0.05% of portfolio
|
Q2 2025
Added 64.81%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
3,635
shares
|
$820,092
0.33% of portfolio
|
Q2 2025
Added 30.94%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
3,625
shares
|
$817,836
0.1% of portfolio
|
Q2 2025
Added 157.46%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,625
shares
|
$817,836
0.01% of portfolio
|
Q2 2024
Reduced 19.73%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
3,611
shares
|
$814,677
0.03% of portfolio
|
Q2 2025
Added 40.72%
|
|
|
Centiva Capital, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
3,598
shares
|
$811,744
0.01% of portfolio
|
Q2 2025
Reduced 28.81%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
3,572
shares
|
$805,878
0.35% of portfolio
|
Q2 2025
Added 8.74%
|
|
|
Alta Advisers LTD
|
Jul 25, 2025 Q2 2025 |
3,556
shares
|
$802,269
0.27% of portfolio
|
Q2 2025
Added 71.04%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
3,556
shares
|
$802,269
0.1% of portfolio
|
Q2 2025
Added 70.96%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
3,553
shares
|
$801,592
0.08% of portfolio
|
Q2 2025
Added 133.6%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,550
shares
|
$800,915
0.02% of portfolio
|
Q2 2025
Added 69.13%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
3,530
shares
|
$796,403
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
3,522
shares
|
$794,598
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
3,521
shares
|
$794,372
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
3,512
shares
|
$792,342
0.08% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
3,501
shares
|
$789,860
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
3,483
shares
|
$785,799
0.01% of portfolio
|
Q2 2025
Added 88.17%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
3,476
shares
|
$784,220
0.12% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Aug 13, 2025 Q2 2025 |
3,461
shares
|
$780,836
0.51% of portfolio
|
Q2 2025
Added 40.81%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
3,451
shares
|
$778,580
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,444
shares
|
$777,000
0.27% of portfolio
|
Q2 2025
Reduced 29.87%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,441
shares
|
$776,324
0.03% of portfolio
|
Q4 2023
Reduced 8.68%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
3,435
shares
|
$774,970
0.14% of portfolio
|
Q2 2025
New holding
|