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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
1,829
shares
|
$412,640
0.03% of portfolio
|
Q2 2025
Added 41.45%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
1,829
shares
|
$412,640
0.09% of portfolio
|
Q2 2025
Added 17.92%
|
|
|
Mount Vernon Associates Inc
|
Jul 22, 2025 Q2 2025 |
1,825
shares
|
$411,738
0.29% of portfolio
|
Q1 2025
Reduced 10.98%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,819
shares
|
$410,384
0.1% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
1,809
shares
|
$408,128
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
1,800
shares
|
$406,098
0.55% of portfolio
|
Q2 2024
New holding
|
|
|
Mathes Company, Inc.
|
Aug 05, 2025 Q2 2025 |
1,800
shares
|
$406,098
0.14% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
1,799
shares
|
$405,872
0.02% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,798
shares
|
$405,646
0.17% of portfolio
|
Q2 2025
Added 21.82%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
1,792
shares
|
$404,293
0.03% of portfolio
|
Q2 2025
Added 41.21%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
1,786
shares
|
$402,939
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
1,782
shares
|
$402,037
0.31% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,780
shares
|
$401,585
0.05% of portfolio
|
Q3 2024
Added 9.27%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,777
shares
|
$400,908
0.04% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Aug 14, 2025 Q2 2025 |
1,774
shares
|
$400,232
0.23% of portfolio
|
Q2 2025
Added 10.46%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
1,773
shares
|
$400,006
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
1,763
shares
|
$397,750
0.01% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
1,761
shares
|
$397,299
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
1,754
shares
|
$395,719
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Aug 05, 2025 Q2 2025 |
1,751
shares
|
$395,043
0.31% of portfolio
|
Q2 2025
Added 5.42%
|
|
|
Natural Investments, LLC
|
Jul 24, 2025 Q2 2025 |
1,745
shares
|
$393,689
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Plimoth Trust CO LLC
|
Jul 22, 2025 Q2 2025 |
1,734
shares
|
$391,207
0.09% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,733
shares
|
$390,982
0.04% of portfolio
|
Q2 2025
Added 31.59%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
1,730
shares
|
$390,305
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Jul 30, 2025 Q2 2025 |
1,725
shares
|
$389,177
0.21% of portfolio
|
Q2 2025
Added 13.34%
|