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 1,406 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 |
|---|---|---|---|---|---|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
1,806
shares
|
$367,900
0.03% of portfolio
|
Q3 2024
Added 19.92%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
1,805
shares
|
$367,696
0.01% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
1,804
shares
|
$367,492
0.11% of portfolio
|
Q2 2024
Reduced 17.02%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,802
shares
|
$367,085
0.03% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Lockerman Financial Group, Inc.
|
Jan 16, 2025 Q4 2024 |
1,800
shares
|
$366,678
0.57% of portfolio
|
Q2 2024
New holding
|
|
|
Mathes Company, Inc.
|
Jan 31, 2025 Q4 2024 |
1,800
shares
|
$366,678
0.12% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,780
shares
|
$362,603
0.05% of portfolio
|
Q3 2024
Added 9.27%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
1,777
shares
|
$361,992
0.02% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
1,776
shares
|
$361,788
0.02% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,774
shares
|
$361,381
0.02% of portfolio
|
Q4 2024
Reduced 13.63%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
1,766
shares
|
$359,751
0.01% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Oak Thistle LLC
|
Jan 13, 2025 Q4 2024 |
1,758
shares
|
$358,122
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
1,755
shares
|
$357,511
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
1,743
shares
|
$355,066
0.1% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Humankind Investments LLC
|
Nov 14, 2024 Q3 2024 |
1,707
shares
|
$347,732
0.09% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,707
shares
|
$347,732
0.02% of portfolio
|
Q3 2022
Reduced 19.71%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
1,706
shares
|
$347,529
0.05% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
1,697
shares
|
$345,695
0.02% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
1,686
shares
|
$343,455
0.0% of portfolio
|
Q4 2021
Added 6.57%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
1,684
shares
|
$343,047
0.01% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
1,683
shares
|
$342,843
0.07% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,682
shares
|
$342,640
0.0% of portfolio
|
Q2 2022
Added 1.14%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
1,680
shares
|
$342,232
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
1,680
shares
|
$342,232
0.01% of portfolio
|
Q1 2024
Reduced 3.06%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,680
shares
|
$342,232
0.01% of portfolio
|
Q4 2024
Reduced 30.29%
|