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 |
|---|---|---|---|---|---|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
2,028
shares
|
$457,537
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Renaissance Group LLC
Covington, KY |
Aug 11, 2025 Q2 2025 |
2,025
shares
|
$456,860
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
2,021
shares
|
$455,957
0.06% of portfolio
|
Q2 2025
Added 39.96%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,018
shares
|
$455,280
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
2,015
shares
|
$454,604
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Vera Bank, N.A.
|
Aug 07, 2025 Q2 2025 |
2,008
shares
|
$453,024
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
2,000
shares
|
$451,220
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
1776 Wealth LLC
|
Aug 08, 2025 Q2 2025 |
2,000
shares
|
$451,220
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Wilmar Advisors LLC
Juno Beach, FL |
Aug 14, 2025 Q2 2025 |
2,000
shares
|
$451,220
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Aug 14, 2025 Q2 2025 |
2,000
shares
|
$451,220
0.3% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
1,998
shares
|
$450,768
0.02% of portfolio
|
Q2 2025
Added 41.4%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
1,996
shares
|
$450,317
0.14% of portfolio
|
Q2 2025
Added 14.32%
|
|
|
Marion Wealth Management
|
Aug 05, 2025 Q2 2025 |
1,993
shares
|
$449,640
0.11% of portfolio
|
Q1 2024
Reduced 15.77%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
1,992
shares
|
$449,415
0.01% of portfolio
|
Q2 2025
Added 62.75%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
1,992
shares
|
$449,415
0.0% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jul 29, 2025 Q2 2025 |
1,976
shares
|
$445,805
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
1,974
shares
|
$445,354
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
1,970
shares
|
$444,451
0.1% of portfolio
|
Q2 2025
Added 8.54%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
1,970
shares
|
$444,451
0.01% of portfolio
|
Q2 2025
Added 407.73%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
1,958
shares
|
$441,744
0.07% of portfolio
|
Q2 2025
Reduced 19.98%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,957
shares
|
$441,518
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
First Business Financial Services, Inc.
|
Jul 31, 2025 Q2 2025 |
1,956
shares
|
$441,293
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Aviso Wealth Management
Bellevue, WA |
Aug 11, 2025 Q2 2025 |
1,956
shares
|
$441,293
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
1,955
shares
|
$441,067
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
1,946
shares
|
$439,037
0.01% of portfolio
|
Q2 2025
Added 18.23%
|