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 2,142 institutions that hold shares in the stock, with a total of 623 Million shares, which have been reported (via 13F filing form) to have a value of $135 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jackson Thornton Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
1,198
shares
|
$259,642
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
1,197
shares
|
$259,425
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
1,194
shares
|
$258,775
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
1,194
shares
|
$258,775
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Jul 29, 2025 Q2 2025 |
1,194
shares
|
$258,775
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
1,193
shares
|
$258,558
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
1,191
shares
|
$258,125
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
1,185
shares
|
$256,825
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
1,180
shares
|
$255,741
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
1,178
shares
|
$255,307
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Jacobsen Capital Management
|
Jul 30, 2025 Q2 2025 |
1,172
shares
|
$254,007
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
1,170
shares
|
$253,574
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Aug 07, 2025 Q2 2025 |
1,168
shares
|
$253,140
0.12% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Bank Of Marin
Novato, CA |
Aug 14, 2025 Q2 2025 |
1,166
shares
|
$252,707
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
1,165
shares
|
$252,490
0.03% of portfolio
|
Q2 2025
Added 96.46%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
1,163
shares
|
$252,056
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,163
shares
|
$252,056
0.0% of portfolio
|
Q2 2025
Reduced 99.72%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,161
shares
|
$251,623
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
1,160
shares
|
$251,406
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
1,157
shares
|
$250,756
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
1,157
shares
|
$250,756
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Jul 15, 2025 Q2 2025 |
1,157
shares
|
$250,756
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
1,154
shares
|
$250,106
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Jul 30, 2025 Q2 2025 |
1,154
shares
|
$250,106
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Aug 14, 2025 Q2 2025 |
1,150
shares
|
$249,239
0.03% of portfolio
|
Q2 2025
New holding
|