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 |
|---|---|---|---|---|---|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
41
shares
|
$8,086
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
40
shares
|
$7,888
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
38
shares
|
$7,494
0.0% of portfolio
|
Q1 2025
Added 15.15%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
36
shares
|
$7,099
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
35
shares
|
$6,902
0.01% of portfolio
|
Q1 2025
Reduced 47.76%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
34
shares
|
$6,705
0.0% of portfolio
|
Q2 2024
Added 47.83%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
33
shares
|
$6,508
0.0% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
33
shares
|
$6,508
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
33
shares
|
$6,508
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
33
shares
|
$6,508
0.0% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
31
shares
|
$6,113
0.0% of portfolio
|
Q1 2025
Added 29.17%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
30
shares
|
$5,916
0.0% of portfolio
|
Q1 2024
Reduced 31.82%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
30
shares
|
$5,916
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
28
shares
|
$5,522
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
27
shares
|
$5,324
0.0% of portfolio
|
Q1 2025
Added 12.5%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
27
shares
|
$5,324
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
26
shares
|
$5,127
0.0% of portfolio
|
Q4 2023
Added 271.43%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
26
shares
|
$5,127
0.0% of portfolio
|
Q1 2025
Added 116.67%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
26
shares
|
$5,127
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifs Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
25
shares
|
$4,930
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
25
shares
|
$4,930
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
25
shares
|
$4,930
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
24
shares
|
$4,733
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
23
shares
|
$4,536
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
23
shares
|
$4,536
0.0% of portfolio
|
Q3 2024
New holding
|