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 |
|---|---|---|---|---|---|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
757
shares
|
$149,295
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
752
shares
|
$148,309
0.11% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
750
shares
|
$147,915
0.04% of portfolio
|
Q1 2022
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
720
shares
|
$141,998
0.02% of portfolio
|
Q4 2024
Reduced 18.18%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
706
shares
|
$139,237
0.02% of portfolio
|
Q1 2025
Reduced 16.94%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
700
shares
|
$138,054
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
688
shares
|
$135,687
0.05% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
681
shares
|
$134,306
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
681
shares
|
$134,306
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
681
shares
|
$134,306
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
657
shares
|
$129,573
0.01% of portfolio
|
Q1 2025
Reduced 86.89%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
653
shares
|
$128,784
0.01% of portfolio
|
Q1 2024
Added 2.83%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
648
shares
|
$127,798
0.01% of portfolio
|
Q1 2025
Added 6.75%
|
|
|
First Community Trust Na
|
Apr 08, 2025 Q1 2025 |
635
shares
|
$125,234
0.1% of portfolio
|
Q2 2024
Added 89.55%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
593
shares
|
$116,951
0.02% of portfolio
|
Q1 2025
Reduced 79.8%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
587
shares
|
$115,768
0.05% of portfolio
|
Q2 2022
Reduced 8.71%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
585
shares
|
$115,373
0.01% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
545
shares
|
$107,484
0.02% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
540
shares
|
$106,498
0.01% of portfolio
|
Q1 2025
Added 13.92%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
527
shares
|
$103,934
0.0% of portfolio
|
Q1 2025
Added 45.18%
|
|
|
Security National Bank
|
Apr 23, 2025 Q1 2025 |
520
shares
|
$102,554
0.02% of portfolio
|
Q2 2024
Reduced 38.82%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
516
shares
|
$101,765
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
500
shares
|
$98,610
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
475
shares
|
$93,679
0.02% of portfolio
|
Q3 2023
Reduced 8.3%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
470
shares
|
$92,693
0.0% of portfolio
|
Q1 2025
Added 115.6%
|