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 |
|---|---|---|---|---|---|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
344
shares
|
$74,555
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
344
shares
|
$74,555
0.0% of portfolio
|
Q2 2025
Added 143.97%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
342
shares
|
$74,121
0.01% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
328
shares
|
$71,087
0.01% of portfolio
|
Q1 2025
Added 25.67%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
328
shares
|
$71,087
0.01% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
327
shares
|
$70,870
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
320
shares
|
$69,353
0.01% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
309
shares
|
$66,969
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
306
shares
|
$66,319
0.03% of portfolio
|
Q3 2024
Reduced 31.24%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
304
shares
|
$65,885
0.02% of portfolio
|
Q2 2025
Added 98.69%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
301
shares
|
$65,235
0.01% of portfolio
|
Q2 2025
Added 34.38%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
300
shares
|
$65,019
0.03% of portfolio
|
Q2 2025
Added 141.94%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
300
shares
|
$65,019
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
296
shares
|
$64,152
0.01% of portfolio
|
Q2 2025
Added 228.89%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
293
shares
|
$63,501
0.09% of portfolio
|
Q2 2025
Added 13.57%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
288
shares
|
$62,418
0.05% of portfolio
|
Q2 2025
Added 102.82%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
285
shares
|
$61,768
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
285
shares
|
$61,768
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
279
shares
|
$60,467
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
278
shares
|
$60,250
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
278
shares
|
$60,250
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
275
shares
|
$59,600
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
275
shares
|
$59,600
0.02% of portfolio
|
Q2 2025
Added 131.09%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
274
shares
|
$59,384
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Aug 13, 2025 Q2 2025 |
268
shares
|
$58,083
0.07% of portfolio
|
Q1 2025
Reduced 42.86%
|