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 |
|---|---|---|---|---|---|
|
Fielder Capital Group LLC
Nashville, TN |
Jul 31, 2025 Q2 2025 |
2,478
shares
|
$559,061
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
2,473
shares
|
$557,933
0.08% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
2,472
shares
|
$557,707
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
2,467
shares
|
$556,579
0.15% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Peak6 LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,462
shares
|
$555,451
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
2,456
shares
|
$554,098
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
2,456
shares
|
$554,098
0.02% of portfolio
|
Q2 2025
Added 101.97%
|
|
|
Schrum Private Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
2,450
shares
|
$552,744
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
2,444
shares
|
$551,390
0.03% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Lafayette Investments, Inc.
|
Jul 30, 2025 Q2 2025 |
2,442
shares
|
$550,939
0.11% of portfolio
|
Q2 2025
Added 40.83%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
2,433
shares
|
$548,909
0.08% of portfolio
|
Q2 2025
Added 64.5%
|
|
|
Jackson Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
2,432
shares
|
$548,683
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
2,432
shares
|
$548,683
0.49% of portfolio
|
Q2 2025
Reduced 10.09%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
2,429
shares
|
$548,006
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
2,416
shares
|
$545,073
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Welch Group, LLC
|
Jul 25, 2025 Q2 2025 |
2,412
shares
|
$544,171
0.02% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Watershed Asset Management, L.L.C.
|
Feb 02, 2024 Q4 2023 |
2,410
shares
|
$543,720
0.37% of portfolio
|
Q4 2023
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
2,405
shares
|
$542,592
0.32% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,402
shares
|
$541,915
0.04% of portfolio
|
Q1 2023
Added 3.89%
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
2,394
shares
|
$540,110
0.09% of portfolio
|
Q2 2025
Added 48.7%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
2,393
shares
|
$539,884
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
2,375
shares
|
$535,823
0.04% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
2,370
shares
|
$534,695
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
2,356
shares
|
$531,537
0.03% of portfolio
|
Q2 2025
Added 80.54%
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
2,349
shares
|
$529,957
0.05% of portfolio
|
Q2 2025
Added 11.96%
|