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 |
|---|---|---|---|---|---|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Aug 14, 2025 Q2 2025 |
2,349
shares
|
$529,957
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
2,347
shares
|
$529,506
0.01% of portfolio
|
Q2 2025
Added 7.76%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
2,345
shares
|
$529,055
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Jul 28, 2025 Q2 2025 |
2,333
shares
|
$526,348
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ndvr, Inc.
Boston, MA |
Aug 12, 2025 Q2 2025 |
2,333
shares
|
$526,348
0.47% of portfolio
|
Q2 2025
Added 103.05%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
2,328
shares
|
$525,220
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
2,324
shares
|
$524,317
0.06% of portfolio
|
Q2 2025
Added 85.18%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
2,320
shares
|
$523,415
0.02% of portfolio
|
Q2 2025
Added 185.71%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
2,318
shares
|
$522,963
0.06% of portfolio
|
Q2 2025
Added 38.39%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
2,312
shares
|
$521,610
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jul 24, 2025 Q2 2025 |
2,294
shares
|
$517,549
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
2,293
shares
|
$517,323
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
2,286
shares
|
$515,744
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
2,285
shares
|
$515,518
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
2,283
shares
|
$515,067
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
2,281
shares
|
$514,616
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
2,267
shares
|
$511,457
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,250
shares
|
$507,622
0.01% of portfolio
|
Q3 2021
Added 14.8%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,248
shares
|
$507,171
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
2,244
shares
|
$506,268
0.03% of portfolio
|
Q2 2025
Added 87.31%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
2,242
shares
|
$505,817
0.05% of portfolio
|
Q2 2025
Added 12.44%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
2,238
shares
|
$504,915
0.04% of portfolio
|
Q2 2025
Added 16.74%
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
2,230
shares
|
$503,110
0.79% of portfolio
|
Q2 2025
Reduced 12.07%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
2,228
shares
|
$502,659
0.04% of portfolio
|
Q2 2025
Added 8.0%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jul 14, 2025 Q2 2025 |
2,223
shares
|
$501,531
0.05% of portfolio
|
Q2 2025
Added 5.71%
|