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 350 Million shares, which have been reported (via 13F filing form) to have a value of $60.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
811
shares
|
$139,978
0.02% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
810
shares
|
$139,806
0.01% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
800
shares
|
$138,080
0.17% of portfolio
|
Q1 2024
Reduced 31.62%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
796
shares
|
$137,389
0.12% of portfolio
|
Q4 2024
Added 13.71%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
793
shares
|
$136,871
0.04% of portfolio
|
Q4 2024
Added 3676.19%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
757
shares
|
$130,658
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
750
shares
|
$129,450
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
748
shares
|
$129,104
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
736
shares
|
$127,033
0.0% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
720
shares
|
$124,272
0.02% of portfolio
|
Q4 2024
Reduced 18.18%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
711
shares
|
$122,718
0.08% of portfolio
|
Q4 2024
Reduced 51.2%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
681
shares
|
$117,540
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
681
shares
|
$117,540
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
681
shares
|
$117,540
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
665
shares
|
$114,779
0.04% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
653
shares
|
$112,707
0.01% of portfolio
|
Q1 2024
Added 2.83%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
640
shares
|
$110,464
0.03% of portfolio
|
Q4 2024
Added 48.15%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
635
shares
|
$109,601
0.08% of portfolio
|
Q2 2024
Added 89.55%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
622
shares
|
$107,357
0.02% of portfolio
|
Q4 2024
Added 8.93%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
607
shares
|
$104,768
0.01% of portfolio
|
Q4 2024
Added 26.46%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
590
shares
|
$101,834
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
587
shares
|
$101,316
0.05% of portfolio
|
Q2 2022
Reduced 8.71%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
585
shares
|
$100,971
0.01% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
560
shares
|
$96,656
0.06% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Feb 21, 2025 Q4 2024 |
555
shares
|
$95,793
0.09% of portfolio
|
Q4 2024
New holding
|