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 1,524 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 $59.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
4,824
shares
|
$822,250
0.34% of portfolio
|
Q4 2024
Added 11.56%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Feb 10, 2025 Q4 2024 |
4,800
shares
|
$818,160
0.03% of portfolio
|
Q4 2024
Added 69.01%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
4,791
shares
|
$816,625
0.03% of portfolio
|
Q4 2024
Added 11.32%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
4,773
shares
|
$813,557
0.01% of portfolio
|
Q4 2022
Reduced 10.62%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,765
shares
|
$812,194
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Seneca House Advisors
|
Jan 17, 2025 Q4 2024 |
4,748
shares
|
$809,296
0.35% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
4,736
shares
|
$807,251
0.03% of portfolio
|
Q4 2024
Added 87.12%
|
|
|
Uncommon Cents Investing LLC
|
Jan 16, 2025 Q4 2024 |
4,735
shares
|
$807,080
0.26% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
4,686
shares
|
$798,728
0.03% of portfolio
|
Q4 2024
Added 124.53%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
4,670
shares
|
$796,001
0.03% of portfolio
|
Q4 2024
Added 12.21%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
4,666
shares
|
$795,319
0.69% of portfolio
|
Q3 2022
Reduced 12.23%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
4,565
shares
|
$778,104
0.06% of portfolio
|
Q2 2024
Reduced 10.58%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Feb 11, 2025 Q4 2024 |
4,563
shares
|
$777,763
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Feb 10, 2025 Q4 2024 |
4,553
shares
|
$776,058
0.52% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
4,512
shares
|
$769,070
0.27% of portfolio
|
Q4 2017
New holding
|
|
|
Integrated Investment Consultants, LLC
|
Feb 14, 2025 Q4 2024 |
4,507
shares
|
$768,218
0.1% of portfolio
|
Q4 2024
Reduced 11.14%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
4,490
shares
|
$765,320
0.01% of portfolio
|
Q4 2024
Added 60.41%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 16, 2025 Q4 2024 |
4,466
shares
|
$761,229
0.06% of portfolio
|
Q1 2023
Reduced 1.13%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
4,462
shares
|
$760,547
0.08% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Sky Investment Group LLC
|
Jan 16, 2025 Q4 2024 |
4,454
shares
|
$759,184
0.15% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jan 16, 2025 Q4 2024 |
4,448
shares
|
$758,161
0.06% of portfolio
|
Q2 2022
Reduced 8.25%
|
|
|
Fil LTD
Hamilton, D0 |
Feb 13, 2025 Q4 2024 |
4,434
shares
|
$755,775
0.0% of portfolio
|
Q4 2024
Added 15.5%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
4,412
shares
|
$752,025
0.24% of portfolio
|
Q2 2021
Added 82.92%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
4,403
shares
|
$750,491
0.03% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,330
shares
|
$738,048
0.01% of portfolio
|
Q3 2022
New holding
|