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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
3,935
shares
|
$787,472
0.01% of portfolio
|
Q4 2024
Added 39.24%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
3,933
shares
|
$787,071
0.26% of portfolio
|
Q3 2023
Added 0.56%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
3,909
shares
|
$782,269
0.08% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
Denali Advisors LLC
|
Feb 04, 2025 Q4 2024 |
3,900
shares
|
$780,468
0.07% of portfolio
|
Q4 2024
Reduced 39.06%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,896
shares
|
$779,667
0.05% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
3,892
shares
|
$778,867
0.12% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
3,874
shares
|
$775,264
0.02% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
3,868
shares
|
$774,064
0.02% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,861
shares
|
$772,663
0.48% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
3,839
shares
|
$768,260
0.0% of portfolio
|
Q3 2024
Added 12.32%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
3,812
shares
|
$762,857
0.02% of portfolio
|
Q4 2024
Added 15.87%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,801
shares
|
$760,656
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
3,776
shares
|
$755,653
0.01% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
3,775
shares
|
$755,453
0.02% of portfolio
|
Q4 2024
Reduced 57.41%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
3,724
shares
|
$745,246
0.03% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
3,721
shares
|
$744,646
0.01% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Lecap Asset Management LTD
London, X0 |
Jan 28, 2025 Q4 2024 |
3,718
shares
|
$744,046
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
3,707
shares
|
$741,844
0.02% of portfolio
|
Q3 2024
Reduced 9.81%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,694
shares
|
$739,243
0.0% of portfolio
|
Q4 2022
Added 0.68%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,693
shares
|
$739,043
0.03% of portfolio
|
Q4 2024
Reduced 7.14%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
3,668
shares
|
$734,040
0.04% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
3,665
shares
|
$733,439
0.07% of portfolio
|
Q3 2024
Added 7.1%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,662
shares
|
$732,839
0.08% of portfolio
|
Q3 2024
Reduced 23.88%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,625
shares
|
$725,435
0.01% of portfolio
|
Q2 2024
Reduced 19.73%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
3,617
shares
|
$723,834
0.12% of portfolio
|
Q4 2024
Reduced 16.64%
|