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 1,594 institutions that hold shares in the stock, with a total of 348 Million shares, which have been reported (via 13F filing form) to have a value of $68.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
100
shares
|
$19,722
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
98
shares
|
$19,327
0.01% of portfolio
|
Q1 2025
Reduced 10.09%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
96
shares
|
$18,933
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
95
shares
|
$18,735
0.0% of portfolio
|
Q3 2023
Reduced 3.06%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
95
shares
|
$18,735
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
94
shares
|
$18,538
0.0% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
93
shares
|
$18,341
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
91
shares
|
$17,947
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
90
shares
|
$17,749
0.0% of portfolio
|
Q2 2024
Reduced 2.17%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
90
shares
|
$17,749
0.01% of portfolio
|
Q3 2024
Reduced 17.43%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
86
shares
|
$16,960
0.02% of portfolio
|
Q3 2021
Reduced 96.01%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
86
shares
|
$16,960
0.0% of portfolio
|
Q4 2024
Reduced 32.81%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
85
shares
|
$16,763
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
85
shares
|
$16,763
0.0% of portfolio
|
Q1 2025
Reduced 43.33%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
85
shares
|
$16,763
0.0% of portfolio
|
Q2 2022
Reduced 76.96%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
82
shares
|
$16,172
0.0% of portfolio
|
Q1 2025
Reduced 16.33%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
81
shares
|
$15,974
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
81
shares
|
$15,974
0.01% of portfolio
|
Q1 2025
Added 9.46%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
80
shares
|
$15,777
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
80
shares
|
$15,777
0.01% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Apr 21, 2025 Q1 2025 |
80
shares
|
$15,777
0.0% of portfolio
|
Q1 2025
Reduced 12.09%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
77
shares
|
$15,185
0.0% of portfolio
|
Q1 2025
Reduced 21.43%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
77
shares
|
$15,185
0.0% of portfolio
|
Q4 2024
Added 113.89%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
76
shares
|
$14,988
0.01% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
75
shares
|
$14,791
0.0% of portfolio
|
Q4 2022
Reduced 14.77%
|