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 |
|---|---|---|---|---|---|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
1,782
shares
|
$388,476
0.31% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,780
shares
|
$388,040
0.05% of portfolio
|
Q3 2024
Added 9.27%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
1,778
shares
|
$387,604
0.03% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
1,775
shares
|
$386,950
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Quantessence Capital LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,775
shares
|
$386,950
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
1,771
shares
|
$386,078
0.01% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
1,765
shares
|
$384,770
0.02% of portfolio
|
Q1 2025
Added 46.84%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,760
shares
|
$383,680
0.01% of portfolio
|
Q1 2025
Reduced 41.55%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
1,756
shares
|
$382,808
0.01% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
1,746
shares
|
$380,628
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
1,746
shares
|
$380,628
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
1,742
shares
|
$379,756
0.01% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
1,740
shares
|
$379,320
0.07% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Lafayette Investments, Inc.
|
Apr 24, 2025 Q1 2025 |
1,734
shares
|
$378,012
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,733
shares
|
$377,794
0.04% of portfolio
|
Q2 2025
Added 31.59%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
1,730
shares
|
$377,140
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,722
shares
|
$375,396
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
1,715
shares
|
$373,870
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
1,711
shares
|
$372,998
0.16% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,707
shares
|
$372,126
0.02% of portfolio
|
Q3 2022
Reduced 19.71%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
1,707
shares
|
$372,126
0.07% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
1,703
shares
|
$371,254
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
1,693
shares
|
$369,074
0.08% of portfolio
|
Q1 2025
Reduced 9.37%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
1,686
shares
|
$367,548
0.0% of portfolio
|
Q4 2021
Added 6.57%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
1,683
shares
|
$366,894
0.0% of portfolio
|
Q1 2025
Added 30.47%
|