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 |
|---|---|---|---|---|---|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
2,221
shares
|
$501,079
0.03% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
2,221
shares
|
$501,079
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Viawealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
2,208
shares
|
$498,146
0.28% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
2,205
shares
|
$497,470
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,204
shares
|
$497,244
0.03% of portfolio
|
Q2 2025
Added 59.36%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
2,199
shares
|
$496,116
0.07% of portfolio
|
Q2 2025
Added 52.07%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,199
shares
|
$496,116
0.02% of portfolio
|
Q2 2025
Added 64.84%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
2,193
shares
|
$494,762
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
2,191
shares
|
$494,311
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
2,189
shares
|
$493,860
0.02% of portfolio
|
Q2 2025
Reduced 64.21%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
2,188
shares
|
$493,634
0.07% of portfolio
|
Q1 2025
Reduced 44.18%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
2,182
shares
|
$492,281
0.1% of portfolio
|
Q2 2025
Added 17.75%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
2,181
shares
|
$492,055
0.02% of portfolio
|
Q3 2022
Reduced 42.32%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Jul 31, 2025 Q2 2025 |
2,174
shares
|
$490,476
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Aug 12, 2025 Q2 2025 |
2,174
shares
|
$490,476
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Kearns & Associates LLC
|
Jul 09, 2025 Q2 2025 |
2,170
shares
|
$489,573
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
2,170
shares
|
$489,573
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
2,170
shares
|
$489,573
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
2,165
shares
|
$488,445
0.03% of portfolio
|
Q1 2025
Reduced 52.57%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,164
shares
|
$488,220
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
2,163
shares
|
$487,994
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
2,155
shares
|
$486,189
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,142
shares
|
$483,256
0.15% of portfolio
|
Q4 2023
Reduced 9.85%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
2,134
shares
|
$481,451
0.03% of portfolio
|
Q2 2025
Added 10.86%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,134
shares
|
$481,451
0.01% of portfolio
|
Q1 2024
Reduced 13.32%
|