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 2,054 institutions that hold shares in the stock, with a total of 577 Million shares, which have been reported (via 13F filing form) to have a value of $125 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
W Advisors, LLC
Germantown, TN |
Aug 07, 2025 Q2 2025 |
995
shares
|
$215,646
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Birch Hill Investment Advisors LLC
|
Jul 30, 2025 Q2 2025 |
993
shares
|
$215,212
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
993
shares
|
$215,212
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
993
shares
|
$215,212
0.03% of portfolio
|
Q2 2025
Added 37.92%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
990
shares
|
$214,562
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Jul 25, 2025 Q2 2025 |
983
shares
|
$213,045
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
982
shares
|
$212,828
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Aug 14, 2025 Q2 2025 |
981
shares
|
$212,612
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
976
shares
|
$211,528
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
972
shares
|
$210,661
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
971
shares
|
$210,444
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
970
shares
|
$210,228
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
969
shares
|
$210,011
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Heartland Bank & Trust CO
|
Jul 25, 2025 Q2 2025 |
968
shares
|
$209,794
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Vista Capital Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
966
shares
|
$209,361
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fiducient Advisors LLC
|
Aug 12, 2025 Q2 2025 |
965
shares
|
$209,144
0.03% of portfolio
|
Q2 2025
Reduced 44.73%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
965
shares
|
$209,144
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
961
shares
|
$208,277
0.26% of portfolio
|
Q2 2025
Reduced 57.85%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
958
shares
|
$207,627
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
958
shares
|
$207,627
0.08% of portfolio
|
Q2 2025
Added 26.55%
|
|
|
Capital Management Corp
|
Jul 28, 2025 Q2 2025 |
957
shares
|
$207,410
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
957
shares
|
$207,410
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
957
shares
|
$207,410
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jul 15, 2025 Q2 2025 |
957
shares
|
$207,410
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
955
shares
|
$206,977
0.08% of portfolio
|
Q2 2025
New holding
|