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 |
|---|---|---|---|---|---|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
7,617
shares
|
$1.52 Million
0.12% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
7,570
shares
|
$1.51 Million
0.04% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
7,541
shares
|
$1.51 Million
0.07% of portfolio
|
Q3 2024
Reduced 21.14%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
7,540
shares
|
$1.51 Million
0.02% of portfolio
|
Q4 2024
Reduced 16.77%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
7,509
shares
|
$1.5 Million
0.19% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 14, 2024 Q3 2024 |
7,425
shares
|
$1.49 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
7,242
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2024
Added 15.63%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
7,188
shares
|
$1.44 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
7,171
shares
|
$1.44 Million
0.01% of portfolio
|
Q3 2024
Added 19.62%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
7,101
shares
|
$1.42 Million
0.03% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2024 Q3 2024 |
7,086
shares
|
$1.42 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7,058
shares
|
$1.41 Million
0.11% of portfolio
|
Q3 2024
Added 34.23%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
7,050
shares
|
$1.41 Million
0.01% of portfolio
|
Q3 2024
Added 8.31%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Jul 19, 2024 Q2 2024 |
7,044
shares
|
$1.41 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
7,014
shares
|
$1.4 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.88%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
6,999
shares
|
$1.4 Million
0.01% of portfolio
|
Q4 2024
Added 38.29%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
6,929
shares
|
$1.39 Million
0.02% of portfolio
|
Q3 2024
Added 309.27%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
6,925
shares
|
$1.39 Million
0.18% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
6,880
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Barden Capital Management, Inc.
|
Oct 18, 2024 Q3 2024 |
6,852
shares
|
$1.37 Million
0.91% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
6,824
shares
|
$1.37 Million
0.1% of portfolio
|
Q4 2024
Added 16.23%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
6,810
shares
|
$1.36 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
6,736
shares
|
$1.35 Million
0.11% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
Selway Asset Management
Boise, ID |
Oct 10, 2024 Q3 2024 |
6,733
shares
|
$1.35 Million
0.4% of portfolio
|
Q2 2024
Reduced 6.91%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
6,681
shares
|
$1.34 Million
0.23% of portfolio
|
Q3 2024
Reduced 12.23%
|