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 |
|---|---|---|---|---|---|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
4,305
shares
|
$733,787
0.1% of portfolio
|
Q4 2024
Added 80.35%
|
|
|
Angeles Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
4,280
shares
|
$729,526
0.04% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
4,257
shares
|
$725,605
0.01% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
4,239
shares
|
$722,537
0.02% of portfolio
|
Q3 2024
Reduced 35.42%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Feb 11, 2025 Q4 2024 |
4,198
shares
|
$715,549
0.51% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
4,194
shares
|
$714,867
0.03% of portfolio
|
Q4 2024
Added 61.87%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
4,163
shares
|
$709,583
0.15% of portfolio
|
Q4 2024
Added 18.3%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
4,143
shares
|
$706,174
0.1% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
4,129
shares
|
$703,788
0.1% of portfolio
|
Q4 2024
Added 5.63%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Mar 04, 2025 Q4 2024 |
4,127
shares
|
$703,447
0.08% of portfolio
|
Q4 2024
Reduced 95.54%
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
4,123
shares
|
$702,765
0.01% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
4,116
shares
|
$701,572
0.01% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
4,092
shares
|
$697,481
0.03% of portfolio
|
Q4 2024
Added 53.37%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
4,081
shares
|
$695,606
0.02% of portfolio
|
Q4 2024
Reduced 13.37%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
4,070
shares
|
$693,731
0.05% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
4,033
shares
|
$687,424
0.08% of portfolio
|
Q3 2021
Reduced 4.72%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,030
shares
|
$686,913
0.13% of portfolio
|
Q4 2022
Added 59.29%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
4,015
shares
|
$684,356
0.07% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
3,988
shares
|
$679,754
0.11% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
3,977
shares
|
$677,879
0.06% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Feb 14, 2025 Q4 2024 |
3,976
shares
|
$677,709
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
3,945
shares
|
$672,425
0.1% of portfolio
|
Q2 2024
Reduced 16.42%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Feb 14, 2025 Q4 2024 |
3,945
shares
|
$672,425
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
3,935
shares
|
$670,720
0.01% of portfolio
|
Q4 2024
Added 39.24%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
3,933
shares
|
$670,379
0.26% of portfolio
|
Q3 2023
Added 0.56%
|