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 |
|---|---|---|---|---|---|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
55
shares
|
$11,204
0.0% of portfolio
|
Q4 2024
Reduced 11.29%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
55
shares
|
$11,204
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
53
shares
|
$10,796
0.0% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
52
shares
|
$10,592
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
52
shares
|
$10,592
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
50
shares
|
$10,185
0.0% of portfolio
|
Q2 2022
Reduced 75.0%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
50
shares
|
$10,185
0.0% of portfolio
|
Q2 2024
Reduced 43.82%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
49
shares
|
$9,981
0.0% of portfolio
|
Q1 2024
Reduced 44.94%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
46
shares
|
$9,370
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
43
shares
|
$8,759
0.0% of portfolio
|
Q3 2024
Added 26.47%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
42
shares
|
$8,555
0.0% of portfolio
|
Q2 2024
Reduced 66.4%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
41
shares
|
$8,352
0.0% of portfolio
|
Q2 2024
Added 10.81%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
37
shares
|
$7,537
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
37
shares
|
$7,537
0.0% of portfolio
|
Q4 2024
Added 131.25%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
36
shares
|
$7,333
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
34
shares
|
$6,926
0.0% of portfolio
|
Q2 2024
Added 47.83%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
30
shares
|
$6,111
0.0% of portfolio
|
Q3 2024
Reduced 31.82%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
30
shares
|
$6,111
0.0% of portfolio
|
Q1 2024
Reduced 31.82%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
30
shares
|
$6,111
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
26
shares
|
$5,296
0.0% of portfolio
|
Q4 2023
Added 271.43%
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
25
shares
|
$5,092
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
23
shares
|
$4,685
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
22
shares
|
$4,481
0.0% of portfolio
|
Q4 2018
Added 1000.0%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
22
shares
|
$4,481
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
22
shares
|
$4,481
0.0% of portfolio
|
Q3 2024
New holding
|