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 1,517 institutions that hold shares in the stock, with a total of 349 Million shares, which have been reported (via 13F filing form) to have a value of $70.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arvest Investments, Inc.
Rogers, AR |
Feb 11, 2025 Q4 2024 |
6,071
shares
|
$1.23 Million
0.17% of portfolio
|
Q4 2024
Reduced 6.79%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Feb 11, 2025 Q4 2024 |
6,064
shares
|
$1.23 Million
0.04% of portfolio
|
Q4 2024
Reduced 52.03%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
6,033
shares
|
$1.22 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
6,019
shares
|
$1.22 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
6,012
shares
|
$1.22 Million
0.2% of portfolio
|
Q4 2024
Added 54.75%
|
|
|
Campbell Capital Management Inc
|
Feb 10, 2025 Q4 2024 |
6,000
shares
|
$1.22 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
5,999
shares
|
$1.22 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
5,925
shares
|
$1.2 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
5,914
shares
|
$1.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 11.45%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
5,913
shares
|
$1.2 Million
0.09% of portfolio
|
Q4 2024
Added 122.46%
|
|
|
Addison Capital CO
|
Feb 10, 2025 Q4 2024 |
5,910
shares
|
$1.2 Million
0.44% of portfolio
|
Q4 2024
Reduced 5.79%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
5,899
shares
|
$1.2 Million
0.13% of portfolio
|
Q4 2024
Reduced 15.35%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Feb 13, 2025 Q4 2024 |
5,895
shares
|
$1.2 Million
0.44% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
5,861
shares
|
$1.19 Million
0.35% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
5,861
shares
|
$1.19 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.25%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,859
shares
|
$1.19 Million
0.02% of portfolio
|
Q2 2020
Reduced 4.0%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
5,849
shares
|
$1.19 Million
0.02% of portfolio
|
Q4 2023
Added 3.1%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Feb 10, 2025 Q4 2024 |
5,820
shares
|
$1.18 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
5,801
shares
|
$1.18 Million
0.08% of portfolio
|
Q4 2024
Added 31.27%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
5,800
shares
|
$1.18 Million
0.35% of portfolio
|
Q3 2023
Reduced 7.94%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
5,787
shares
|
$1.17 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
5,765
shares
|
$1.17 Million
0.05% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
5,751
shares
|
$1.17 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
5,667
shares
|
$1.15 Million
0.37% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
5,665
shares
|
$1.15 Million
0.01% of portfolio
|
Q4 2024
Added 4.4%
|