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 |
---|---|---|---|---|---|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
80
shares
|
$17,442
0.0% of portfolio
|
Q1 2025
New holding
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
80
shares
|
$17,442
0.01% of portfolio
|
Q4 2024
Added 1.27%
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
77
shares
|
$16,788
0.0% of portfolio
|
Q1 2025
Reduced 21.43%
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
76
shares
|
$16,570
0.01% of portfolio
|
Q1 2025
Added 5.56%
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
75
shares
|
$16,352
0.0% of portfolio
|
Q4 2022
Reduced 14.77%
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
75
shares
|
$16,352
0.0% of portfolio
|
Q4 2024
New holding
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
75
shares
|
$16,352
0.0% of portfolio
|
Q4 2023
New holding
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
74
shares
|
$16,134
0.0% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
73
shares
|
$15,916
0.01% of portfolio
|
Q1 2023
New holding
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
72
shares
|
$15,698
0.0% of portfolio
|
Q1 2025
Reduced 19.1%
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
70
shares
|
$15,262
0.01% of portfolio
|
Q4 2024
New holding
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
68
shares
|
$14,826
0.01% of portfolio
|
Q1 2025
New holding
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
67
shares
|
$14,608
0.0% of portfolio
|
Q4 2024
Added 3.08%
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
65
shares
|
$14,171
0.0% of portfolio
|
Q2 2022
New holding
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
63
shares
|
$13,735
0.0% of portfolio
|
Q4 2024
Added 46.51%
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
63
shares
|
$13,735
0.0% of portfolio
|
Q1 2025
Reduced 80.13%
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
62
shares
|
$13,517
0.0% of portfolio
|
Q1 2025
Added 67.57%
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
60
shares
|
$13,081
0.0% of portfolio
|
Q4 2022
New holding
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
59
shares
|
$12,863
0.0% of portfolio
|
Q1 2025
New holding
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
57
shares
|
$12,427
0.0% of portfolio
|
Q4 2023
Added 7.55%
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
55
shares
|
$11,991
0.0% of portfolio
|
Q4 2024
Reduced 11.29%
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
53
shares
|
$11,555
0.0% of portfolio
|
Q4 2024
Added 6.0%
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
52
shares
|
$11,337
0.01% of portfolio
|
Q1 2023
New holding
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
51
shares
|
$11,119
0.0% of portfolio
|
Q1 2025
Added 183.33%
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
50
shares
|
$10,901
0.0% of portfolio
|
Q2 2022
Reduced 75.0%
|