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 |
|---|---|---|---|---|---|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
75
shares
|
$14,791
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
75
shares
|
$14,791
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
74
shares
|
$14,594
0.0% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Byrne Asset Management LLC
|
Apr 16, 2025 Q1 2025 |
73
shares
|
$14,397
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
72
shares
|
$14,199
0.0% of portfolio
|
Q1 2025
Reduced 19.1%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
70
shares
|
$13,805
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
68
shares
|
$13,410
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
67
shares
|
$13,213
0.0% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
65
shares
|
$12,819
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
63
shares
|
$12,424
0.0% of portfolio
|
Q4 2024
Added 46.51%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
63
shares
|
$12,424
0.0% of portfolio
|
Q1 2025
Reduced 80.13%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
62
shares
|
$12,227
0.0% of portfolio
|
Q1 2025
Added 67.57%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
60
shares
|
$11,833
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
59
shares
|
$11,635
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
57
shares
|
$11,241
0.0% of portfolio
|
Q4 2023
Added 7.55%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
55
shares
|
$10,847
0.0% of portfolio
|
Q4 2024
Reduced 11.29%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
53
shares
|
$10,452
0.0% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
52
shares
|
$10,255
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
May 05, 2025 Q1 2025 |
51
shares
|
$10,058
0.0% of portfolio
|
Q1 2025
Added 183.33%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
50
shares
|
$9,861
0.0% of portfolio
|
Q2 2022
Reduced 75.0%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
49
shares
|
$9,663
0.0% of portfolio
|
Q1 2024
Reduced 44.94%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
49
shares
|
$9,663
0.0% of portfolio
|
Q1 2025
Added 206.25%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
46
shares
|
$9,072
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
46
shares
|
$9,072
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
41
shares
|
$8,086
0.0% of portfolio
|
Q2 2024
Added 10.81%
|