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 |
|---|---|---|---|---|---|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
107
shares
|
$23,190
0.01% of portfolio
|
Q2 2025
Added 48.61%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
107
shares
|
$23,190
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
106
shares
|
$22,973
0.02% of portfolio
|
Q2 2025
Added 55.88%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
103
shares
|
$22,323
0.0% of portfolio
|
Q2 2025
Added 87.27%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
102
shares
|
$22,106
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
102
shares
|
$22,106
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gs Investments, Inc.
|
Aug 07, 2025 Q2 2025 |
101
shares
|
$21,889
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
100
shares
|
$21,673
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
100
shares
|
$21,673
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
100
shares
|
$21,673
0.01% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
Aug 14, 2025 Q2 2025 |
100
shares
|
$21,673
0.01% of portfolio
|
Q2 2025
Reduced 77.12%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
96
shares
|
$20,806
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
96
shares
|
$20,806
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
95
shares
|
$20,589
0.0% of portfolio
|
Q3 2023
Reduced 3.06%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
95
shares
|
$20,589
0.01% of portfolio
|
Q2 2025
Added 53.23%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
95
shares
|
$20,589
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
93
shares
|
$20,155
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Sagard Holdings Management Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
93
shares
|
$20,155
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
91
shares
|
$19,722
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
91
shares
|
$19,722
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
90
shares
|
$19,505
0.01% of portfolio
|
Q3 2024
Reduced 17.43%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
89
shares
|
$19,288
0.0% of portfolio
|
Q2 2025
Added 8800.0%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
86
shares
|
$18,638
0.02% of portfolio
|
Q3 2021
Reduced 96.01%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
85
shares
|
$18,422
0.0% of portfolio
|
Q2 2022
Reduced 76.96%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
83
shares
|
$17,988
0.0% of portfolio
|
Q2 2025
Added 102.44%
|