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 |
|---|---|---|---|---|---|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
3,364
shares
|
$683,598
0.03% of portfolio
|
Q2 2024
Reduced 3.47%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
3,361
shares
|
$682,988
0.03% of portfolio
|
Q4 2024
Reduced 9.75%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
3,360
shares
|
$682,785
0.05% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
3,340
shares
|
$678,721
0.3% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Permanens Capital L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,339
shares
|
$678,518
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
3,336
shares
|
$677,908
0.15% of portfolio
|
Q4 2020
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
3,330
shares
|
$676,689
0.05% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
3,322
shares
|
$675,063
0.02% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2024 Q3 2024 |
3,316
shares
|
$673,844
0.0% of portfolio
|
Q3 2024
Reduced 86.48%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
3,281
shares
|
$666,732
0.55% of portfolio
|
Q3 2023
Added 11.98%
|
|
|
Diversified Investment Strategies, LLC
|
Jan 23, 2025 Q4 2024 |
3,227
shares
|
$655,758
0.39% of portfolio
|
Q4 2023
Reduced 5.84%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
3,214
shares
|
$653,116
0.01% of portfolio
|
Q4 2024
Reduced 26.18%
|
|
|
Bank Of Stockton
|
Feb 03, 2025 Q4 2024 |
3,197
shares
|
$649,662
0.17% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
3,190
shares
|
$648,239
0.02% of portfolio
|
Q2 2023
Added 47.82%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
3,181
shares
|
$646,411
0.07% of portfolio
|
Q4 2024
Added 10.37%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
3,173
shares
|
$644,785
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
3,171
shares
|
$644,378
0.0% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
3,121
shares
|
$634,218
0.0% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
3,116
shares
|
$633,202
0.01% of portfolio
|
Q3 2024
Added 13.97%
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
3,109
shares
|
$631,779
0.18% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
3,108
shares
|
$631,576
0.01% of portfolio
|
Q4 2024
Added 16.71%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
3,081
shares
|
$626,090
0.01% of portfolio
|
Q4 2024
Reduced 31.46%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
3,068
shares
|
$623,448
0.01% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
3,067
shares
|
$623,245
0.04% of portfolio
|
Q4 2024
Reduced 16.38%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Feb 05, 2025 Q4 2024 |
3,066
shares
|
$623,041
0.24% of portfolio
|
Q4 2024
Added 48.12%
|