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 |
|---|---|---|---|---|---|
|
Marco Investment Management LLC
|
Aug 06, 2025 Q2 2025 |
1,585
shares
|
$357,591
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Humankind Investments LLC
|
Aug 14, 2025 Q2 2025 |
1,584
shares
|
$357,366
0.08% of portfolio
|
Q2 2025
Added 26.42%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
1,580
shares
|
$356,463
0.03% of portfolio
|
Q2 2025
Added 10.8%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Aug 05, 2025 Q2 2025 |
1,579
shares
|
$356,238
0.22% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
1,577
shares
|
$355,786
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
1,559
shares
|
$351,725
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
1,559
shares
|
$351,725
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
1,555
shares
|
$350,823
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
1,551
shares
|
$349,921
0.08% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
1,551
shares
|
$349,921
0.03% of portfolio
|
Q2 2025
Reduced 99.13%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
1,549
shares
|
$349,469
0.1% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
1,547
shares
|
$349,018
0.02% of portfolio
|
Q2 2025
Added 20.39%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
1,545
shares
|
$348,567
0.11% of portfolio
|
Q2 2025
Added 32.73%
|
|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
1,545
shares
|
$348,567
0.06% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
1,543
shares
|
$348,116
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Jul 09, 2025 Q2 2025 |
1,540
shares
|
$347,439
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Aug 08, 2025 Q2 2025 |
1,534
shares
|
$346,085
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
1,534
shares
|
$346,085
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
1,530
shares
|
$345,183
0.17% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
1,524
shares
|
$343,829
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
1,524
shares
|
$343,829
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
1,523
shares
|
$343,604
0.06% of portfolio
|
Q2 2025
Added 16.53%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Aug 13, 2025 Q2 2025 |
1,520
shares
|
$342,927
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Monument Capital Management
|
Jul 24, 2025 Q2 2025 |
1,519
shares
|
$342,701
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
1,514
shares
|
$341,573
0.08% of portfolio
|
Q2 2025
Added 32.46%
|