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 1,652 institutions that hold shares in the stock, with a total of 470 Million shares, which have been reported (via 13F filing form) to have a value of $102 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
250
shares
|
$54,507
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
249
shares
|
$54,289
0.0% of portfolio
|
Q4 2022
Reduced 13.54%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
248
shares
|
$54,071
0.0% of portfolio
|
Q4 2023
Added 726.67%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
243
shares
|
$52,981
0.0% of portfolio
|
Q1 2025
Reduced 35.2%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
241
shares
|
$52,545
0.0% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
240
shares
|
$52,327
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
236
shares
|
$51,455
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
229
shares
|
$49,928
0.01% of portfolio
|
Q1 2024
Reduced 11.24%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
229
shares
|
$49,928
0.0% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
229
shares
|
$49,928
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
224
shares
|
$48,838
0.01% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
222
shares
|
$48,402
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
207
shares
|
$45,132
0.01% of portfolio
|
Q1 2025
Added 18.29%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
206
shares
|
$44,914
0.01% of portfolio
|
Q4 2024
Added 23.35%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
200
shares
|
$43,606
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
197
shares
|
$42,951
0.03% of portfolio
|
Q2 2025
Added 629.63%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
195
shares
|
$42,515
0.01% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
195
shares
|
$42,515
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
192
shares
|
$41,861
0.0% of portfolio
|
Q1 2025
Added 481.82%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
179
shares
|
$39,027
0.01% of portfolio
|
Q1 2025
Added 118.29%
|
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
173
shares
|
$37,719
0.0% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
171
shares
|
$37,283
0.01% of portfolio
|
Q1 2025
Reduced 19.34%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
169
shares
|
$36,847
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
166
shares
|
$36,192
0.01% of portfolio
|
Q1 2025
Added 43.1%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
165
shares
|
$35,974
0.0% of portfolio
|
Q2 2023
Reduced 65.26%
|