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 |
|---|---|---|---|---|---|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
23
shares
|
$4,984
0.0% of portfolio
|
Q1 2025
Added 187.5%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
22
shares
|
$4,768
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
22
shares
|
$4,768
0.0% of portfolio
|
Q4 2018
Added 1000.0%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
22
shares
|
$4,768
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
22
shares
|
$4,768
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
22
shares
|
$4,768
0.0% of portfolio
|
Q2 2025
Added 450.0%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
21
shares
|
$4,551
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
20
shares
|
$4,334
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
20
shares
|
$4,334
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
20
shares
|
$4,334
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
20
shares
|
$4,334
0.0% of portfolio
|
Q2 2025
Added 233.33%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
20
shares
|
$4,334
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
19
shares
|
$4,117
0.0% of portfolio
|
Q2 2025
Added 171.43%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
19
shares
|
$4,117
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
19
shares
|
$4,117
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
19
shares
|
$4,117
0.0% of portfolio
|
Q2 2025
Added 1800.0%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
18
shares
|
$3,901
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
16
shares
|
$3,467
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
15
shares
|
$3,250
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
15
shares
|
$3,250
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
14
shares
|
$3,034
0.0% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
14
shares
|
$3,034
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
14
shares
|
$3,034
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
12
shares
|
$2,600
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
11
shares
|
$2,384
0.0% of portfolio
|
Q2 2025
New holding
|