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 |
|---|---|---|---|---|---|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
1,945
shares
|
$438,811
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Inlet Private Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
1,942
shares
|
$438,134
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Jul 17, 2025 Q2 2025 |
1,929
shares
|
$435,201
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
1,928
shares
|
$434,976
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
1,927
shares
|
$434,750
0.23% of portfolio
|
Q2 2025
Added 61.39%
|
|
|
Spectrum Financial Alliance LTD LLC
|
Aug 14, 2025 Q2 2025 |
1,923
shares
|
$433,848
0.11% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
1,921
shares
|
$433,396
0.25% of portfolio
|
Q2 2025
Added 75.43%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
1,920
shares
|
$433,171
0.04% of portfolio
|
Q2 2025
Added 68.87%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Aug 05, 2025 Q2 2025 |
1,913
shares
|
$431,591
0.2% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,911
shares
|
$431,140
0.01% of portfolio
|
Q2 2025
Reduced 74.73%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
1,908
shares
|
$430,463
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jul 24, 2025 Q2 2025 |
1,907
shares
|
$430,238
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
1,905
shares
|
$429,787
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Synergy Financial Group, LTD
|
Aug 15, 2025 Q2 2025 |
1,902
shares
|
$429,110
0.31% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
1,899
shares
|
$428,433
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
1,896
shares
|
$427,756
0.15% of portfolio
|
Q2 2025
Added 14.84%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
1,882
shares
|
$424,598
0.01% of portfolio
|
Q2 2025
Added 15.46%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Jul 16, 2025 Q2 2025 |
1,870
shares
|
$421,890
0.28% of portfolio
|
Q2 2025
Added 61.62%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
1,853
shares
|
$418,055
0.08% of portfolio
|
Q2 2025
Added 413.38%
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
1,847
shares
|
$416,701
0.19% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
1,843
shares
|
$415,799
0.02% of portfolio
|
Q2 2025
Added 16.35%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
1,843
shares
|
$415,799
0.01% of portfolio
|
Q2 2025
Added 37.74%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
1,837
shares
|
$414,445
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
1,836
shares
|
$414,219
0.19% of portfolio
|
Q2 2025
Added 44.0%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
1,836
shares
|
$414,219
0.1% of portfolio
|
Q2 2025
Added 54.29%
|