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 |
|---|---|---|---|---|---|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
6,047
shares
|
$1.21 Million
0.39% of portfolio
|
Q3 2024
Added 11.98%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
6,019
shares
|
$1.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
6,012
shares
|
$1.2 Million
0.2% of portfolio
|
Q4 2024
Added 54.75%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Oct 31, 2024 Q3 2024 |
5,953
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.32%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
5,925
shares
|
$1.19 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
5,914
shares
|
$1.18 Million
0.03% of portfolio
|
Q4 2024
Reduced 11.45%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
5,899
shares
|
$1.18 Million
0.13% of portfolio
|
Q4 2024
Reduced 15.35%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
5,861
shares
|
$1.17 Million
0.35% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
5,861
shares
|
$1.17 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.25%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,859
shares
|
$1.17 Million
0.02% of portfolio
|
Q2 2020
Reduced 4.0%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
5,849
shares
|
$1.17 Million
0.02% of portfolio
|
Q4 2023
Added 3.1%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
5,832
shares
|
$1.17 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
5,800
shares
|
$1.16 Million
0.35% of portfolio
|
Q3 2023
Reduced 7.94%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
5,765
shares
|
$1.15 Million
0.05% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
5,751
shares
|
$1.15 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
5,667
shares
|
$1.13 Million
0.37% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
5,609
shares
|
$1.12 Million
0.03% of portfolio
|
Q4 2024
Added 14.66%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
5,599
shares
|
$1.12 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Nov 14, 2024 Q3 2024 |
5,598
shares
|
$1.12 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
5,579
shares
|
$1.12 Million
0.04% of portfolio
|
Q2 2022
Reduced 28.4%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
5,555
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2024
Added 11.14%
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
5,547
shares
|
$1.11 Million
0.52% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
5,533
shares
|
$1.11 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
5,523
shares
|
$1.11 Million
0.03% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
5,519
shares
|
$1.1 Million
0.07% of portfolio
|
Q1 2024
Added 3899.28%
|