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 |
|---|---|---|---|---|---|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
3,434
shares
|
$774,744
0.11% of portfolio
|
Q3 2023
Reduced 4.58%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
3,416
shares
|
$770,683
0.01% of portfolio
|
Q2 2025
Added 626.81%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
3,407
shares
|
$768,653
0.07% of portfolio
|
Q2 2025
Added 43.03%
|
|
|
Malaga Cove Capital, LLC
|
Aug 06, 2025 Q2 2025 |
3,387
shares
|
$764,141
0.3% of portfolio
|
Q2 2025
Reduced 31.14%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jul 28, 2025 Q2 2025 |
3,382
shares
|
$763,013
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
3,380
shares
|
$762,561
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
3,377
shares
|
$761,884
0.05% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jul 24, 2025 Q2 2025 |
3,375
shares
|
$761,433
0.2% of portfolio
|
Q2 2025
Added 14.83%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2025 Q2 2025 |
3,368
shares
|
$759,854
0.23% of portfolio
|
Q2 2025
Added 54.85%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
3,355
shares
|
$756,921
0.03% of portfolio
|
Q2 2025
Added 122.19%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
3,352
shares
|
$756,244
0.06% of portfolio
|
Q2 2025
Added 85.6%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
3,348
shares
|
$755,342
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
3,346
shares
|
$754,891
0.17% of portfolio
|
Q2 2025
Added 136.13%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
3,336
shares
|
$752,634
0.16% of portfolio
|
Q2 2025
Added 62.57%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
3,318
shares
|
$748,573
0.07% of portfolio
|
Q2 2025
Added 84.33%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
3,306
shares
|
$745,866
0.02% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
3,300
shares
|
$744,513
0.21% of portfolio
|
Q2 2025
Added 118.25%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
3,291
shares
|
$742,482
0.39% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
3,283
shares
|
$740,677
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
3,283
shares
|
$740,677
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
3,281
shares
|
$740,226
0.55% of portfolio
|
Q3 2023
Added 11.98%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
3,272
shares
|
$738,195
0.06% of portfolio
|
Q2 2025
Added 97.11%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
3,269
shares
|
$737,519
0.12% of portfolio
|
Q2 2025
Added 5440.68%
|
|
|
Parus Finance (Uk) LTD
London, X0 |
Aug 15, 2025 Q2 2025 |
3,260
shares
|
$735,488
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Schubert & CO
|
Jul 29, 2025 Q2 2025 |
3,247
shares
|
$732,555
0.59% of portfolio
|
Q2 2025
New holding
|