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 |
|---|---|---|---|---|---|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
1,626
shares
|
$331,752
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Equity Management
|
Nov 05, 2024 Q3 2024 |
1,625
shares
|
$331,548
0.13% of portfolio
|
Q3 2024
Reduced 36.45%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
1,623
shares
|
$331,140
0.11% of portfolio
|
Q3 2024
Added 5.32%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
1,620
shares
|
$330,528
0.2% of portfolio
|
Q3 2024
Reduced 8.22%
|
|
|
Spectrum Financial Alliance LTD LLC
|
Oct 18, 2024 Q3 2024 |
1,617
shares
|
$329,916
0.09% of portfolio
|
Q3 2024
Reduced 94.02%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
1,615
shares
|
$329,508
0.01% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Neo Ivy Capital Management
New York, NY |
Nov 15, 2024 Q3 2024 |
1,612
shares
|
$328,896
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Wood Trust Financial Corp
|
Oct 31, 2024 Q3 2024 |
1,609
shares
|
$328,284
0.03% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
1,609
shares
|
$328,284
0.08% of portfolio
|
Q3 2024
Added 8.13%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
1,607
shares
|
$327,876
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
1,605
shares
|
$327,468
0.03% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
1,604
shares
|
$327,264
0.0% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
1,600
shares
|
$326,448
0.1% of portfolio
|
Q1 2024
Reduced 0.74%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
1,591
shares
|
$324,611
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
1,584
shares
|
$323,183
0.0% of portfolio
|
Q3 2024
Added 6.81%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
1,584
shares
|
$323,183
0.01% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
1,584
shares
|
$323,183
0.16% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,575
shares
|
$321,347
0.02% of portfolio
|
Q3 2024
Added 136.49%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Jan 23, 2025 Q4 2024 |
1,572
shares
|
$320,735
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
1,565
shares
|
$319,306
0.04% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
1,556
shares
|
$317,470
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
1,555
shares
|
$317,266
0.03% of portfolio
|
Q3 2024
Reduced 22.29%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
1,555
shares
|
$317,266
0.08% of portfolio
|
Q4 2024
Added 11.87%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
1,548
shares
|
$315,838
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
1,543
shares
|
$314,818
0.22% of portfolio
|
Q4 2023
New holding
|