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 1,415 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 $67.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Portfolio Design Labs, LLC
Encino, CA |
Jan 29, 2025 Q4 2024 |
9,539
shares
|
$1.91 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
9,485
shares
|
$1.9 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Jan 23, 2025 Q4 2024 |
9,336
shares
|
$1.87 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
9,312
shares
|
$1.86 Million
0.23% of portfolio
|
Q3 2022
Added 21.92%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
9,307
shares
|
$1.86 Million
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
9,295
shares
|
$1.86 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
9,282
shares
|
$1.86 Million
0.05% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
9,239
shares
|
$1.85 Million
0.01% of portfolio
|
Q3 2024
Added 9.48%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
9,229
shares
|
$1.85 Million
0.08% of portfolio
|
Q3 2024
Added 13.28%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
9,222
shares
|
$1.85 Million
0.41% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
9,192
shares
|
$1.84 Million
0.12% of portfolio
|
Q3 2022
Reduced 20.15%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
9,187
shares
|
$1.84 Million
0.13% of portfolio
|
Q3 2024
Added 8.34%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
9,187
shares
|
$1.84 Million
0.05% of portfolio
|
Q3 2022
Reduced 4.97%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
9,162
shares
|
$1.83 Million
0.03% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,147
shares
|
$1.83 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
9,133
shares
|
$1.83 Million
0.02% of portfolio
|
Q4 2024
Reduced 12.94%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
9,133
shares
|
$1.83 Million
0.01% of portfolio
|
Q3 2024
Added 34.17%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
9,106
shares
|
$1.82 Million
0.03% of portfolio
|
Q3 2024
Added 75.66%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
9,061
shares
|
$1.81 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
9,011
shares
|
$1.8 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
8,931
shares
|
$1.79 Million
0.21% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
8,863
shares
|
$1.77 Million
0.39% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
8,806
shares
|
$1.76 Million
0.32% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2024 Q3 2024 |
8,803
shares
|
$1.76 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
8,795
shares
|
$1.76 Million
0.04% of portfolio
|
Q3 2024
Added 0.35%
|