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 |
|---|---|---|---|---|---|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,682
shares
|
$366,676
0.0% of portfolio
|
Q2 2022
Added 1.14%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
1,680
shares
|
$366,240
0.01% of portfolio
|
Q1 2024
Reduced 3.06%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
1,677
shares
|
$365,586
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
1,676
shares
|
$365,368
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
1,675
shares
|
$365,150
0.04% of portfolio
|
Q1 2025
Added 11.52%
|
|
|
F
|
May 14, 2025 Q1 2025 |
1,673
shares
|
$364,714
0.01% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
1,663
shares
|
$362,534
0.18% of portfolio
|
Q2 2025
Reduced 24.89%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Apr 11, 2025 Q1 2025 |
1,661
shares
|
$362,098
0.29% of portfolio
|
Q1 2025
Reduced 12.85%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
1,660
shares
|
$361,880
0.06% of portfolio
|
Q1 2025
Reduced 12.4%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
1,660
shares
|
$361,880
0.01% of portfolio
|
Q4 2024
Reduced 22.07%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
1,651
shares
|
$359,918
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
1,651
shares
|
$359,918
0.03% of portfolio
|
Q1 2025
Reduced 11.81%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
1,650
shares
|
$359,700
0.0% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
1,649
shares
|
$359,482
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
1,646
shares
|
$358,828
0.01% of portfolio
|
Q1 2025
Added 7.16%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,644
shares
|
$358,392
0.03% of portfolio
|
Q1 2025
Added 40.15%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
1,635
shares
|
$356,430
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
1,630
shares
|
$355,340
0.02% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
1,630
shares
|
$355,340
0.01% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,628
shares
|
$354,904
0.03% of portfolio
|
Q2 2025
Reduced 92.79%
|
|
|
Garda Capital Partners LP
Wayzata, MN |
May 14, 2025 Q1 2025 |
1,626
shares
|
$354,468
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Equity Management
|
Apr 15, 2025 Q1 2025 |
1,625
shares
|
$354,250
0.14% of portfolio
|
Q3 2024
Reduced 36.45%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
1,622
shares
|
$353,596
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,614
shares
|
$351,852
0.03% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
1,610
shares
|
$350,980
0.06% of portfolio
|
Q4 2024
New holding
|