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 |
|---|---|---|---|---|---|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
1,465
shares
|
$319,370
0.03% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
1,462
shares
|
$318,716
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
1,461
shares
|
$318,498
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,459
shares
|
$318,062
0.01% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
D.B. Root & Company, LLC
|
May 14, 2025 Q1 2025 |
1,457
shares
|
$317,626
0.09% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
1,456
shares
|
$317,408
0.0% of portfolio
|
Q1 2025
Added 7.37%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,450
shares
|
$316,100
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
1,446
shares
|
$315,228
0.04% of portfolio
|
Q1 2025
Added 5.86%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
1,446
shares
|
$315,228
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
1,437
shares
|
$313,266
0.09% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
May 15, 2025 Q1 2025 |
1,434
shares
|
$312,612
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Human Investing LLC
|
May 15, 2025 Q1 2025 |
1,432
shares
|
$312,176
0.05% of portfolio
|
Q1 2025
Added 6.55%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
1,432
shares
|
$312,176
0.11% of portfolio
|
Q2 2025
Added 108.14%
|
|
|
Requisite Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
1,422
shares
|
$309,996
0.11% of portfolio
|
Q2 2025
Added 13.58%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
1,417
shares
|
$308,906
0.06% of portfolio
|
Q1 2025
Added 10.02%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
1,415
shares
|
$308,470
0.04% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
1,413
shares
|
$308,034
0.01% of portfolio
|
Q1 2025
Added 9.03%
|
|
|
Ariston Services Group
San Diego, CA |
May 14, 2025 Q1 2025 |
1,412
shares
|
$307,816
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
1,408
shares
|
$306,944
0.04% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
1,407
shares
|
$306,726
0.25% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Meyer Handelman CO
|
Jul 16, 2025 Q2 2025 |
1,404
shares
|
$306,072
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
1,402
shares
|
$305,636
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
1,399
shares
|
$304,982
0.03% of portfolio
|
Q3 2024
Reduced 17.9%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
1,399
shares
|
$304,982
0.0% of portfolio
|
Q2 2025
Added 16.97%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
1,399
shares
|
$304,982
0.09% of portfolio
|
Q2 2025
Added 0.29%
|