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 |
|---|---|---|---|---|---|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
1,959
shares
|
$392,035
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
1,950
shares
|
$390,234
0.02% of portfolio
|
Q3 2024
Reduced 6.11%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
1,942
shares
|
$388,633
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
1,929
shares
|
$386,031
0.07% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
1,929
shares
|
$386,031
0.04% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
1,928
shares
|
$385,831
0.03% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,927
shares
|
$385,631
0.02% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
1,925
shares
|
$385,231
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
1,919
shares
|
$384,030
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 25, 2024 Q3 2024 |
1,919
shares
|
$384,030
0.09% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
1,917
shares
|
$383,630
0.03% of portfolio
|
Q3 2024
Reduced 15.44%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,914
shares
|
$383,029
0.01% of portfolio
|
Q3 2024
Reduced 10.48%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,909
shares
|
$382,029
0.14% of portfolio
|
Q3 2024
Added 11.64%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Nov 08, 2024 Q3 2024 |
1,900
shares
|
$380,228
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
1,895
shares
|
$379,227
0.05% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
1,894
shares
|
$379,027
0.04% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
1,889
shares
|
$378,026
0.17% of portfolio
|
Q4 2024
Reduced 8.74%
|
|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
1,868
shares
|
$373,824
0.09% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Synergy Financial Group, LTD
|
Feb 04, 2025 Q4 2024 |
1,867
shares
|
$373,624
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
1,865
shares
|
$373,223
0.07% of portfolio
|
Q4 2024
Added 16.93%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
1,852
shares
|
$370,622
0.1% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
1,850
shares
|
$370,222
0.15% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,842
shares
|
$368,621
0.01% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
1,841
shares
|
$368,420
0.02% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,838
shares
|
$367,820
0.06% of portfolio
|
Q3 2024
Added 4.79%
|