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 |
|---|---|---|---|---|---|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Oct 28, 2024 Q3 2024 |
4,377
shares
|
$875,925
0.42% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
4,362
shares
|
$872,923
0.02% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,330
shares
|
$866,519
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
4,311
shares
|
$862,717
0.03% of portfolio
|
Q2 2024
Added 2.33%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
4,304
shares
|
$861,316
0.04% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
4,257
shares
|
$851,910
0.01% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
4,239
shares
|
$848,308
0.02% of portfolio
|
Q3 2024
Reduced 35.42%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
4,236
shares
|
$847,708
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
4,232
shares
|
$846,907
0.04% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
4,194
shares
|
$839,303
0.03% of portfolio
|
Q4 2024
Added 61.87%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
4,162
shares
|
$832,899
0.02% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
4,143
shares
|
$829,097
0.1% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
4,127
shares
|
$825,895
0.04% of portfolio
|
Q2 2024
Added 2.25%
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
4,123
shares
|
$825,094
0.01% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
4,122
shares
|
$824,894
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,116
shares
|
$823,693
0.04% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
4,116
shares
|
$823,693
0.01% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
4,081
shares
|
$816,689
0.02% of portfolio
|
Q4 2024
Reduced 13.37%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
4,033
shares
|
$807,083
0.08% of portfolio
|
Q3 2021
Reduced 4.72%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,030
shares
|
$806,483
0.13% of portfolio
|
Q4 2022
Added 59.29%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
4,015
shares
|
$803,481
0.07% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
4,013
shares
|
$803,081
0.02% of portfolio
|
Q3 2024
Reduced 71.96%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
3,988
shares
|
$798,078
0.11% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
3,977
shares
|
$795,877
0.06% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
3,945
shares
|
$789,473
0.1% of portfolio
|
Q2 2024
Reduced 16.42%
|