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 1,533 institutions that hold shares in the stock, with a total of 348 Million shares, which have been reported (via 13F filing form) to have a value of $56.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
3,525
shares
|
$572,883
0.06% of portfolio
|
Q4 2024
Added 5.44%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
3,508
shares
|
$570,120
0.01% of portfolio
|
Q4 2024
Added 20.84%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
3,508
shares
|
$570,120
0.03% of portfolio
|
Q4 2024
Added 143.27%
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
3,500
shares
|
$568,820
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
3,492
shares
|
$567,519
0.03% of portfolio
|
Q4 2024
Added 8.38%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
3,480
shares
|
$565,569
0.01% of portfolio
|
Q4 2024
Added 33.28%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
3,458
shares
|
$561,994
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,441
shares
|
$559,231
0.03% of portfolio
|
Q4 2023
Reduced 8.68%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,436
shares
|
$558,418
0.24% of portfolio
|
Q4 2024
Added 11.09%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
3,434
shares
|
$558,093
0.11% of portfolio
|
Q3 2023
Reduced 4.58%
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
3,420
shares
|
$555,818
0.5% of portfolio
|
Q4 2024
Added 28.81%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
3,416
shares
|
$555,168
0.03% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
3,364
shares
|
$546,717
0.03% of portfolio
|
Q2 2024
Reduced 3.47%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
3,361
shares
|
$546,229
0.03% of portfolio
|
Q4 2024
Reduced 9.75%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
3,340
shares
|
$542,816
0.3% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Permanens Capital L.P.
New York, NY |
Feb 14, 2025 Q4 2024 |
3,339
shares
|
$542,654
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
3,336
shares
|
$542,166
0.15% of portfolio
|
Q4 2020
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
3,330
shares
|
$541,191
0.05% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
3,322
shares
|
$539,891
0.02% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
3,281
shares
|
$533,228
0.55% of portfolio
|
Q3 2023
Added 11.98%
|
|
|
Qtron Investments LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
3,232
shares
|
$525,264
0.08% of portfolio
|
Q4 2024
Reduced 11.74%
|
|
|
Diversified Investment Strategies, LLC
|
Jan 23, 2025 Q4 2024 |
3,227
shares
|
$524,452
0.39% of portfolio
|
Q4 2023
Reduced 5.84%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
3,217
shares
|
$522,826
0.02% of portfolio
|
Q4 2024
Reduced 19.84%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
3,214
shares
|
$522,339
0.01% of portfolio
|
Q4 2024
Reduced 26.18%
|
|
|
Bank Of Stockton
|
Feb 03, 2025 Q4 2024 |
3,197
shares
|
$519,576
0.17% of portfolio
|
Q4 2024
Reduced 1.27%
|