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 1,594 institutions that hold shares in the stock, with a total of 348 Million shares, which have been reported (via 13F filing form) to have a value of $68.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,472
shares
|
$290,307
0.0% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
1,470
shares
|
$289,913
0.01% of portfolio
|
Q1 2025
Added 23.63%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
1,465
shares
|
$288,927
0.03% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
1,462
shares
|
$288,335
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,459
shares
|
$287,743
0.01% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
D.B. Root & Company, LLC
|
May 14, 2025 Q1 2025 |
1,457
shares
|
$287,349
0.09% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
1,456
shares
|
$287,152
0.0% of portfolio
|
Q1 2025
Added 7.37%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
1,454
shares
|
$286,757
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Doliver Advisors, LP
Houston, TX |
Apr 08, 2025 Q1 2025 |
1,453
shares
|
$286,560
0.08% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
1,446
shares
|
$285,180
0.04% of portfolio
|
Q1 2025
Added 5.86%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
1,444
shares
|
$284,785
0.04% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
May 15, 2025 Q1 2025 |
1,434
shares
|
$282,813
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Human Investing LLC
|
May 15, 2025 Q1 2025 |
1,432
shares
|
$282,419
0.05% of portfolio
|
Q1 2025
Added 6.55%
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
1,426
shares
|
$281,235
0.03% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
1,417
shares
|
$279,460
0.06% of portfolio
|
Q1 2025
Added 10.02%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
1,413
shares
|
$278,671
0.01% of portfolio
|
Q1 2025
Added 9.03%
|
|
|
Ariston Services Group
San Diego, CA |
May 14, 2025 Q1 2025 |
1,412
shares
|
$278,474
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
1,408
shares
|
$277,685
0.04% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
1,406
shares
|
$277,291
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Apr 21, 2025 Q1 2025 |
1,399
shares
|
$275,910
0.03% of portfolio
|
Q3 2024
Reduced 17.9%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
May 14, 2025 Q1 2025 |
1,398
shares
|
$275,713
0.05% of portfolio
|
Q1 2025
Reduced 85.34%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
1,397
shares
|
$275,516
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
1,396
shares
|
$275,319
0.23% of portfolio
|
Q1 2025
Reduced 16.26%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Apr 21, 2025 Q1 2025 |
1,395
shares
|
$275,121
0.08% of portfolio
|
Q1 2025
Reduced 32.45%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
May 05, 2025 Q1 2025 |
1,393
shares
|
$274,727
0.3% of portfolio
|
Q1 2025
Reduced 1.49%
|