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 |
|---|---|---|---|---|---|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
1,514
shares
|
$341,573
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
1,511
shares
|
$340,896
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
1,505
shares
|
$339,543
0.15% of portfolio
|
Q2 2024
Reduced 1.63%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
1,505
shares
|
$339,543
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Lee Danner & Bass Inc
|
Jul 31, 2025 Q2 2025 |
1,502
shares
|
$338,866
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Dillon & Associates Inc
|
Aug 05, 2025 Q2 2025 |
1,502
shares
|
$338,866
0.04% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Apr 16, 2025 Q1 2025 |
1,500
shares
|
$338,415
0.02% of portfolio
|
Q1 2025
Reduced 50.67%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
1,495
shares
|
$337,286
0.15% of portfolio
|
Q2 2025
Added 15.8%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
1,495
shares
|
$337,286
0.04% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jul 15, 2025 Q2 2025 |
1,494
shares
|
$337,061
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,494
shares
|
$337,061
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
1,492
shares
|
$336,610
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,486
shares
|
$335,256
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
1,484
shares
|
$334,805
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
1,478
shares
|
$333,451
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
1,477
shares
|
$333,225
0.07% of portfolio
|
Q2 2025
Added 12.06%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
1,475
shares
|
$332,774
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1,475
shares
|
$332,774
0.02% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Aug 07, 2025 Q2 2025 |
1,475
shares
|
$332,774
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
1,474
shares
|
$332,549
0.01% of portfolio
|
Q2 2024
Added 2.79%
|
|
|
Lipe & Dalton
|
Aug 01, 2025 Q2 2025 |
1,474
shares
|
$332,549
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,472
shares
|
$332,097
0.0% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
1,470
shares
|
$331,646
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Aug 01, 2025 Q2 2025 |
1,470
shares
|
$331,646
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Human Investing LLC
|
Aug 01, 2025 Q2 2025 |
1,468
shares
|
$331,195
0.05% of portfolio
|
Q2 2025
Added 2.51%
|