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 |
|---|---|---|---|---|---|
|
Sage Investment Counsel LLC
Franklin, TN |
Jul 22, 2025 Q2 2025 |
2,857
shares
|
$644,567
0.7% of portfolio
|
Q2 2025
New holding
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
2,853
shares
|
$643,665
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
2,850
shares
|
$642,988
0.03% of portfolio
|
Q2 2025
Added 62.3%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
2,848
shares
|
$642,537
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 13, 2025 Q2 2025 |
2,844
shares
|
$641,634
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
2,841
shares
|
$640,958
0.05% of portfolio
|
Q2 2025
Added 33.32%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
2,831
shares
|
$638,701
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,823
shares
|
$636,897
0.03% of portfolio
|
Q2 2025
Added 32.22%
|
|
|
Birch Capital Management, LLC
|
Jul 24, 2025 Q2 2025 |
2,817
shares
|
$635,543
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,799
shares
|
$631,482
0.03% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
2,779
shares
|
$626,970
0.31% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Diversified Investment Strategies, LLC
|
Jul 28, 2025 Q2 2025 |
2,777
shares
|
$626,518
0.41% of portfolio
|
Q1 2025
Reduced 13.94%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
2,762
shares
|
$623,134
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
2,747
shares
|
$619,750
0.1% of portfolio
|
Q2 2025
Added 24.19%
|
|
|
Grandfield & Dodd, LLC
|
Aug 08, 2025 Q2 2025 |
2,738
shares
|
$617,720
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
2,738
shares
|
$617,720
0.06% of portfolio
|
Q2 2025
Added 30.94%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Jul 24, 2025 Q2 2025 |
2,735
shares
|
$617,043
0.24% of portfolio
|
Q2 2025
Added 13.3%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
2,732
shares
|
$616,366
0.09% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
2,729
shares
|
$615,689
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
2,714
shares
|
$612,305
0.12% of portfolio
|
Q2 2025
Added 3424.68%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
2,714
shares
|
$612,305
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
2,696
shares
|
$608,244
0.02% of portfolio
|
Q2 2025
Added 316.05%
|
|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
2,683
shares
|
$605,311
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
2,672
shares
|
$602,829
0.05% of portfolio
|
Q2 2025
Added 31.17%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Aug 13, 2025 Q2 2025 |
2,664
shares
|
$601,025
0.05% of portfolio
|
Q2 2025
Added 77.72%
|