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 |
|---|---|---|---|---|---|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
15
shares
|
$3,270
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
14
shares
|
$3,052
0.0% of portfolio
|
Q1 2025
Reduced 94.24%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
13
shares
|
$2,834
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
12
shares
|
$2,616
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
12
shares
|
$2,616
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
10
shares
|
$2,180
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
10
shares
|
$2,180
0.0% of portfolio
|
Q2 2024
Reduced 83.33%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
10
shares
|
$2,180
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
9
shares
|
$1,962
0.0% of portfolio
|
Q3 2024
Reduced 40.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
9
shares
|
$1,962
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
9
shares
|
$1,962
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
9
shares
|
$1,962
0.0% of portfolio
|
Q3 2024
Reduced 52.63%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
8
shares
|
$1,744
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
8
shares
|
$1,744
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
7
shares
|
$1,526
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
6
shares
|
$1,308
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
6
shares
|
$1,308
0.0% of portfolio
|
Q2 2023
Reduced 73.91%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
6
shares
|
$1,308
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
6
shares
|
$1,308
0.0% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
4
shares
|
$872
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4
shares
|
$872
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
4
shares
|
$872
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
4
shares
|
$872
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
3
shares
|
$654
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
3
shares
|
$654
0.0% of portfolio
|
Q1 2025
New holding
|