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 |
|---|---|---|---|---|---|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,722
shares
|
$388,500
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Mayport, LLC
|
Aug 07, 2025 Q2 2025 |
1,721
shares
|
$388,274
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
1,715
shares
|
$386,921
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
1,711
shares
|
$386,018
0.17% of portfolio
|
Q2 2025
Added 53.04%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
1,710
shares
|
$385,793
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
1,708
shares
|
$385,341
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,707
shares
|
$385,116
0.02% of portfolio
|
Q3 2022
Reduced 19.71%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
1,703
shares
|
$384,213
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
1,698
shares
|
$383,085
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
1,697
shares
|
$382,860
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
1,693
shares
|
$381,957
0.02% of portfolio
|
Q2 2025
Added 43.11%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
1,686
shares
|
$380,378
0.0% of portfolio
|
Q4 2021
Added 6.57%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,682
shares
|
$379,476
0.0% of portfolio
|
Q2 2022
Added 1.14%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
1,680
shares
|
$379,024
0.01% of portfolio
|
Q1 2024
Reduced 3.06%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
1,677
shares
|
$378,347
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
1,677
shares
|
$378,347
0.02% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
1,676
shares
|
$378,122
0.05% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Aug 25, 2025 Q2 2025 |
1,673
shares
|
$377,445
0.11% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
1,671
shares
|
$376,994
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
1,667
shares
|
$376,091
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
1,663
shares
|
$375,189
0.18% of portfolio
|
Q2 2025
Reduced 24.89%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
1,662
shares
|
$374,963
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
1,660
shares
|
$374,512
0.06% of portfolio
|
Q1 2025
Reduced 12.4%
|
|
|
F
|
Aug 13, 2025 Q2 2025 |
1,659
shares
|
$374,286
0.02% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
1,652
shares
|
$372,707
0.03% of portfolio
|
Q2 2025
Added 12.76%
|