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 |
|---|---|---|---|---|---|
|
Humankind Investments LLC
|
Nov 14, 2024 Q3 2024 |
1,707
shares
|
$346,879
0.09% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,707
shares
|
$346,879
0.02% of portfolio
|
Q3 2022
Reduced 19.71%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
1,706
shares
|
$346,676
0.05% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
1,697
shares
|
$344,847
0.02% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
1,688
shares
|
$343,018
0.13% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,686
shares
|
$342,612
0.03% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
1,686
shares
|
$342,612
0.0% of portfolio
|
Q4 2021
Added 6.57%
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
1,683
shares
|
$342,002
0.07% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,682
shares
|
$341,799
0.0% of portfolio
|
Q2 2022
Added 1.14%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
1,680
shares
|
$341,392
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
1,680
shares
|
$341,392
0.01% of portfolio
|
Q1 2024
Reduced 3.06%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,680
shares
|
$341,392
0.01% of portfolio
|
Q4 2024
Reduced 30.29%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
1,660
shares
|
$337,328
0.01% of portfolio
|
Q4 2024
Reduced 22.07%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 08, 2024 Q3 2024 |
1,659
shares
|
$337,125
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
1,650
shares
|
$335,296
0.0% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
1,648
shares
|
$334,890
0.09% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,646
shares
|
$334,483
0.03% of portfolio
|
Q2 2024
Added 67.11%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
1,639
shares
|
$333,061
0.03% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
1,636
shares
|
$332,451
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Feb 05, 2025 Q4 2024 |
1,635
shares
|
$332,248
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
1,626
shares
|
$330,419
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Equity Management
|
Feb 07, 2025 Q4 2024 |
1,625
shares
|
$330,216
0.14% of portfolio
|
Q3 2024
Reduced 36.45%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
1,620
shares
|
$329,200
0.2% of portfolio
|
Q3 2024
Reduced 8.22%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
1,615
shares
|
$328,184
0.01% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Neo Ivy Capital Management
New York, NY |
Nov 15, 2024 Q3 2024 |
1,612
shares
|
$327,574
0.08% of portfolio
|
Q3 2024
New holding
|