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 1,386 institutions that hold shares in the stock, with a total of 338 Million shares, which have been reported (via 13F filing form) to have a value of $68.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
2,212
shares
|
$451,314
0.06% of portfolio
|
Q2 2024
Added 0.55%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
2,205
shares
|
$449,886
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,205
shares
|
$449,886
0.02% of portfolio
|
Q4 2024
Added 14.31%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
2,200
shares
|
$448,866
0.0% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 31, 2024 Q3 2024 |
2,195
shares
|
$447,845
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
2,183
shares
|
$445,397
0.21% of portfolio
|
Q4 2024
Added 22.78%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 13, 2024 Q3 2024 |
2,181
shares
|
$444,989
0.01% of portfolio
|
Q3 2022
Reduced 42.32%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
2,175
shares
|
$443,765
0.19% of portfolio
|
Q2 2024
Added 47.96%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
2,174
shares
|
$443,561
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
2,172
shares
|
$443,153
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kearns & Associates LLC
|
Jan 23, 2025 Q4 2024 |
2,170
shares
|
$442,745
0.25% of portfolio
|
Q4 2022
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
2,170
shares
|
$442,745
0.01% of portfolio
|
Q3 2024
Added 20.02%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,160
shares
|
$440,704
0.02% of portfolio
|
Q3 2024
Reduced 92.21%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
2,145
shares
|
$437,644
0.11% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,142
shares
|
$437,032
0.15% of portfolio
|
Q4 2023
Reduced 9.85%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,134
shares
|
$435,400
0.01% of portfolio
|
Q1 2024
Reduced 13.32%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
2,130
shares
|
$434,583
0.01% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
2,122
shares
|
$432,951
0.06% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
2,121
shares
|
$432,747
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
2,087
shares
|
$425,810
0.01% of portfolio
|
Q3 2024
Added 16.66%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Oct 21, 2024 Q3 2024 |
2,070
shares
|
$422,342
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
2,065
shares
|
$421,321
0.11% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
2,063
shares
|
$420,913
0.05% of portfolio
|
Q4 2024
Reduced 34.63%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 16, 2025 Q4 2024 |
2,060
shares
|
$420,301
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Mount Vernon Associates Inc
|
Jan 14, 2025 Q4 2024 |
2,050
shares
|
$418,261
0.29% of portfolio
|
Q3 2024
Reduced 16.33%
|