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 |
|---|---|---|---|---|---|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
1,521
shares
|
$331,578
0.05% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
1,514
shares
|
$330,052
0.08% of portfolio
|
Q2 2025
Added 32.46%
|
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
1,511
shares
|
$329,398
0.05% of portfolio
|
Q3 2021
Added 0.83%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
1,510
shares
|
$329,180
0.01% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
1,505
shares
|
$328,090
0.15% of portfolio
|
Q2 2024
Reduced 1.63%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
May 14, 2025 Q1 2025 |
1,501
shares
|
$327,218
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Dillon & Associates Inc
|
May 12, 2025 Q1 2025 |
1,500
shares
|
$327,000
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Willis Investment Counsel
Gainesville, GA |
Apr 16, 2025 Q1 2025 |
1,500
shares
|
$327,000
0.02% of portfolio
|
Q1 2025
Reduced 50.67%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Apr 28, 2025 Q1 2025 |
1,500
shares
|
$327,000
0.03% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
May 14, 2025 Q1 2025 |
1,499
shares
|
$326,782
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
1,495
shares
|
$325,910
0.06% of portfolio
|
Q1 2024
Reduced 2.1%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
1,495
shares
|
$325,910
0.15% of portfolio
|
Q2 2025
Added 15.8%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
1,495
shares
|
$325,910
0.04% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jul 15, 2025 Q2 2025 |
1,494
shares
|
$325,692
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,494
shares
|
$325,692
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
1,484
shares
|
$323,512
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
1,479
shares
|
$322,422
0.04% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
1,478
shares
|
$322,204
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
1,476
shares
|
$321,768
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1,475
shares
|
$321,550
0.02% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
May 15, 2025 Q1 2025 |
1,475
shares
|
$321,550
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
1,474
shares
|
$321,332
0.01% of portfolio
|
Q2 2024
Added 2.79%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,472
shares
|
$320,896
0.0% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
1,470
shares
|
$320,460
0.01% of portfolio
|
Q1 2025
Added 23.63%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,466
shares
|
$319,588
0.03% of portfolio
|
Q2 2025
Added 84.4%
|