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 |
|---|---|---|---|---|---|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
1,610
shares
|
$350,980
0.01% of portfolio
|
Q1 2024
Reduced 28.57%
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
1,606
shares
|
$350,108
0.19% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
1,604
shares
|
$349,672
0.04% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Wood Trust Financial Corp
|
Apr 22, 2025 Q1 2025 |
1,601
shares
|
$349,018
0.04% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Lgt Fund Management CO Ltd.
|
May 13, 2025 Q1 2025 |
1,600
shares
|
$348,800
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 15, 2025 Q1 2025 |
1,600
shares
|
$348,800
0.13% of portfolio
|
Q1 2024
Reduced 0.74%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
1,599
shares
|
$348,582
0.18% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
1,599
shares
|
$348,582
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Marco Investment Management LLC
|
May 07, 2025 Q1 2025 |
1,585
shares
|
$345,530
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
1,584
shares
|
$345,312
0.01% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
1,580
shares
|
$344,440
0.03% of portfolio
|
Q2 2025
Added 10.8%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
1,577
shares
|
$343,786
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
1,576
shares
|
$343,568
0.04% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
1,568
shares
|
$341,824
0.2% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2025 Q1 2025 |
1,565
shares
|
$341,170
0.06% of portfolio
|
Q1 2025
Added 9.98%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
1,546
shares
|
$337,028
0.07% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
1,543
shares
|
$336,374
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
1,540
shares
|
$335,720
0.23% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Jul 09, 2025 Q2 2025 |
1,540
shares
|
$335,720
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
1,540
shares
|
$335,720
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
1,539
shares
|
$335,502
0.08% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
May 12, 2025 Q1 2025 |
1,534
shares
|
$334,412
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
1,530
shares
|
$333,540
0.17% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
1,524
shares
|
$332,232
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
May 14, 2025 Q1 2025 |
1,522
shares
|
$331,796
0.16% of portfolio
|
Q1 2025
New holding
|