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 1,426 institutions that hold shares in the stock, with a total of 337 Million shares, which have been reported (via 13F filing form) to have a value of $68.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
3,721
shares
|
$756,144
0.01% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Lecap Asset Management LTD
London, X0 |
Jan 28, 2025 Q4 2024 |
3,718
shares
|
$755,534
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
3,707
shares
|
$753,299
0.02% of portfolio
|
Q3 2024
Reduced 9.81%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,694
shares
|
$750,657
0.0% of portfolio
|
Q4 2022
Added 0.68%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,693
shares
|
$750,454
0.03% of portfolio
|
Q4 2024
Reduced 7.14%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
3,681
shares
|
$748,016
0.04% of portfolio
|
Q4 2024
Added 1012.08%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
3,674
shares
|
$746,593
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,662
shares
|
$744,155
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
|
$736,636
0.01% of portfolio
|
Q2 2024
Reduced 19.73%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
3,617
shares
|
$735,010
0.12% of portfolio
|
Q4 2024
Reduced 16.64%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
3,571
shares
|
$725,662
0.06% of portfolio
|
Q3 2024
Reduced 82.83%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
3,549
shares
|
$721,192
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
3,525
shares
|
$716,315
0.06% of portfolio
|
Q4 2024
Added 5.44%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
3,519
shares
|
$715,095
0.03% of portfolio
|
Q3 2024
Added 156.3%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
3,508
shares
|
$712,860
0.01% of portfolio
|
Q4 2024
Added 20.84%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
3,508
shares
|
$712,860
0.03% of portfolio
|
Q4 2024
Added 143.27%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
3,500
shares
|
$711,235
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
3,497
shares
|
$710,625
0.02% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
3,492
shares
|
$709,609
0.03% of portfolio
|
Q4 2024
Added 8.38%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,441
shares
|
$699,245
0.03% of portfolio
|
Q4 2023
Reduced 8.68%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,436
shares
|
$698,229
0.24% of portfolio
|
Q4 2024
Added 11.09%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
3,434
shares
|
$697,823
0.11% of portfolio
|
Q3 2023
Reduced 4.58%
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
3,420
shares
|
$694,978
0.5% of portfolio
|
Q4 2024
Added 28.81%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
3,416
shares
|
$694,165
0.03% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,411
shares
|
$693,149
0.01% of portfolio
|
Q3 2024
Added 15.9%
|