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 |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
6,645
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.8%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
6,621
shares
|
$1.32 Million
0.06% of portfolio
|
Q4 2024
Added 14.69%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
6,603
shares
|
$1.32 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
6,513
shares
|
$1.3 Million
0.15% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
6,501
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2023
Reduced 82.0%
|
|
|
Capital Management Associates
New York, NY |
Nov 13, 2024 Q3 2024 |
6,476
shares
|
$1.3 Million
1.15% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
|
Westbourne Investment Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
6,455
shares
|
$1.29 Million
0.39% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
6,449
shares
|
$1.29 Million
0.46% of portfolio
|
Q4 2024
Added 19.63%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
6,437
shares
|
$1.29 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
6,380
shares
|
$1.28 Million
0.04% of portfolio
|
Q3 2024
Added 286.67%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,359
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.43%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
6,303
shares
|
$1.26 Million
0.04% of portfolio
|
Q3 2024
Added 13.4%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
6,297
shares
|
$1.26 Million
0.14% of portfolio
|
Q4 2024
Added 12.13%
|
|
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
Nov 14, 2024 Q3 2024 |
6,291
shares
|
$1.26 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
6,282
shares
|
$1.26 Million
0.02% of portfolio
|
Q3 2024
Added 16.98%
|
|
|
Cohen Klingenstein LLC
|
Jan 15, 2025 Q4 2024 |
6,280
shares
|
$1.26 Million
0.04% of portfolio
|
Q3 2023
Reduced 2.68%
|
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
6,273
shares
|
$1.26 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
6,238
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2024
Reduced 44.72%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
6,227
shares
|
$1.25 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
6,179
shares
|
$1.24 Million
0.31% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
6,132
shares
|
$1.23 Million
0.11% of portfolio
|
Q4 2024
Added 30.03%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
6,124
shares
|
$1.23 Million
0.07% of portfolio
|
Q4 2024
Added 7.63%
|
|
|
Double Line ETF Adviser LP
Tampa, FL |
Nov 14, 2024 Q3 2024 |
6,103
shares
|
$1.22 Million
0.22% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
6,098
shares
|
$1.22 Million
0.05% of portfolio
|
Q4 2024
Added 18.78%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
6,064
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2024
Added 1.92%
|