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 |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
1,286
shares
|
$253,624
0.04% of portfolio
|
Q1 2025
Added 100.94%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
1,286
shares
|
$253,624
0.06% of portfolio
|
Q1 2025
Reduced 8.27%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
1,285
shares
|
$253,427
0.01% of portfolio
|
Q4 2023
Reduced 26.74%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
1,284
shares
|
$253,230
0.02% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
1,281
shares
|
$252,638
0.0% of portfolio
|
Q1 2025
Added 14.27%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
1,275
shares
|
$251,455
0.13% of portfolio
|
Q1 2025
Added 17.4%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
1,274
shares
|
$251,258
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
1,269
shares
|
$250,272
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
May 13, 2025 Q1 2025 |
1,259
shares
|
$248,299
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
1,258
shares
|
$248,102
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
1,255
shares
|
$247,511
0.03% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
1,255
shares
|
$247,511
0.02% of portfolio
|
Q1 2025
Reduced 19.29%
|
|
|
Humankind Investments LLC
|
May 14, 2025 Q1 2025 |
1,253
shares
|
$247,116
0.06% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Requisite Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
1,252
shares
|
$246,919
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
May 15, 2025 Q1 2025 |
1,250
shares
|
$246,525
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
1,233
shares
|
$243,172
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
1,224
shares
|
$241,397
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
1,224
shares
|
$241,397
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
1,221
shares
|
$240,805
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
1,216
shares
|
$239,819
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fayez Sarofim & CO
Houston, TX |
May 12, 2025 Q1 2025 |
1,215
shares
|
$239,622
0.0% of portfolio
|
Q1 2025
Reduced 19.8%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
1,209
shares
|
$238,438
0.01% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
1,208
shares
|
$238,241
0.03% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Camelot Portfolios, LLC
|
May 13, 2025 Q1 2025 |
1,200
shares
|
$236,664
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Denali Advisors LLC
|
May 05, 2025 Q1 2025 |
1,200
shares
|
$236,664
0.03% of portfolio
|
Q1 2025
Reduced 69.23%
|