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 1,426 institutions that hold shares in the stock, with a total of 337 Million shares, which have been reported (via 13F filing form) to have a value of $68.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
19
shares
|
$3,860
0.0% of portfolio
|
Q4 2023
Reduced 34.48%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
19
shares
|
$3,860
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
19
shares
|
$3,860
0.0% of portfolio
|
Q3 2024
Reduced 82.57%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
18
shares
|
$3,657
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
16
shares
|
$3,251
0.0% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
16
shares
|
$3,251
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
16
shares
|
$3,251
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
16
shares
|
$3,251
0.0% of portfolio
|
Q4 2024
Added 23.08%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
12
shares
|
$2,438
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
10
shares
|
$2,032
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
10
shares
|
$2,032
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
10
shares
|
$2,032
0.0% of portfolio
|
Q2 2024
Reduced 83.33%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
10
shares
|
$2,032
0.0% of portfolio
|
Q3 2024
Reduced 85.07%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
10
shares
|
$2,032
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
9
shares
|
$1,828
0.0% of portfolio
|
Q3 2024
Reduced 40.0%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
9
shares
|
$1,828
0.0% of portfolio
|
Q3 2024
Reduced 52.63%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
8
shares
|
$1,625
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
8
shares
|
$1,625
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
6
shares
|
$1,219
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
6
shares
|
$1,219
0.0% of portfolio
|
Q2 2023
Reduced 73.91%
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
4
shares
|
$812
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
3
shares
|
$609
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
2
shares
|
$406
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
2
shares
|
$406
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2
shares
|
$406
0.0% of portfolio
|
Q3 2024
New holding
|