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 |
|---|---|---|---|---|---|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
2,121
shares
|
$478,518
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
2,116
shares
|
$477,390
0.01% of portfolio
|
Q2 2025
Added 79.63%
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,114
shares
|
$476,939
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
2,112
shares
|
$476,488
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Aug 07, 2025 Q2 2025 |
2,108
shares
|
$475,585
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
2,095
shares
|
$472,652
0.15% of portfolio
|
Q2 2025
Added 1995.0%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jul 28, 2025 Q2 2025 |
2,083
shares
|
$469,945
0.05% of portfolio
|
Q2 2025
Added 38.87%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
2,082
shares
|
$469,720
0.02% of portfolio
|
Q2 2025
Added 18.3%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
2,078
shares
|
$468,817
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
2,076
shares
|
$468,366
0.04% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
2,062
shares
|
$465,207
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pettee Investors, Inc.
|
Aug 01, 2025 Q2 2025 |
2,055
shares
|
$463,628
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
2,054
shares
|
$463,402
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
2,053
shares
|
$463,177
0.13% of portfolio
|
Q2 2025
Reduced 4.73%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
2,052
shares
|
$462,951
0.03% of portfolio
|
Q4 2024
Reduced 54.92%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 13, 2025 Q2 2025 |
2,049
shares
|
$462,274
0.04% of portfolio
|
Q2 2025
Added 15.44%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
2,048
shares
|
$462,049
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
2,047
shares
|
$461,823
0.02% of portfolio
|
Q2 2025
Reduced 59.25%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
2,042
shares
|
$460,695
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
2,037
shares
|
$459,567
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
2,035
shares
|
$459,116
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
2,034
shares
|
$458,890
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
2,033
shares
|
$458,665
0.03% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Jb Global.Com LLC
New York, NY |
Jul 02, 2025 Q2 2025 |
2,033
shares
|
$458,665
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
2,031
shares
|
$458,213
0.03% of portfolio
|
Q2 2025
Reduced 77.6%
|