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 |
|---|---|---|---|---|---|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
109
shares
|
$23,765
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
107
shares
|
$23,329
0.0% of portfolio
|
Q4 2024
Reduced 9.32%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
102
shares
|
$22,239
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
100
shares
|
$21,803
0.0% of portfolio
|
Q1 2025
Added 9900.0%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
100
shares
|
$21,803
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
100
shares
|
$21,803
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
100
shares
|
$21,803
0.01% of portfolio
|
Q2 2024
Reduced 75.06%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
100
shares
|
$21,803
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
98
shares
|
$21,366
0.01% of portfolio
|
Q1 2025
Reduced 10.09%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
96
shares
|
$20,930
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
95
shares
|
$20,712
0.0% of portfolio
|
Q3 2023
Reduced 3.06%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
95
shares
|
$20,712
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
94
shares
|
$20,494
0.0% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
93
shares
|
$20,276
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
91
shares
|
$19,840
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
90
shares
|
$19,622
0.0% of portfolio
|
Q2 2024
Reduced 2.17%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
90
shares
|
$19,622
0.01% of portfolio
|
Q3 2024
Reduced 17.43%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
86
shares
|
$18,750
0.02% of portfolio
|
Q3 2021
Reduced 96.01%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
86
shares
|
$18,750
0.0% of portfolio
|
Q4 2024
Reduced 32.81%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
85
shares
|
$18,532
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
85
shares
|
$18,532
0.0% of portfolio
|
Q1 2025
Reduced 43.33%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
85
shares
|
$18,532
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
|
$17,878
0.0% of portfolio
|
Q1 2025
Reduced 16.33%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
81
shares
|
$17,660
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
81
shares
|
$17,660
0.01% of portfolio
|
Q1 2025
Added 9.46%
|