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 |
|---|---|---|---|---|---|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
1,584
shares
|
$316,990
0.16% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
1,582
shares
|
$316,589
0.1% of portfolio
|
Q4 2024
Reduced 17.39%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,575
shares
|
$315,189
0.02% of portfolio
|
Q3 2024
Added 136.49%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Jan 23, 2025 Q4 2024 |
1,572
shares
|
$314,588
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
1,568
shares
|
$313,788
0.22% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
1,565
shares
|
$313,187
0.02% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
1,565
shares
|
$313,187
0.04% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
1,556
shares
|
$311,386
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
1,555
shares
|
$311,186
0.03% of portfolio
|
Q3 2024
Reduced 22.29%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
1,555
shares
|
$311,186
0.08% of portfolio
|
Q4 2024
Added 11.87%
|
|
|
Sentry Investment Management LLC
|
Feb 04, 2025 Q4 2024 |
1,551
shares
|
$310,386
0.13% of portfolio
|
Q4 2024
Reduced 14.02%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
1,548
shares
|
$309,785
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
1,543
shares
|
$308,785
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2024 Q3 2024 |
1,534
shares
|
$306,984
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
1,530
shares
|
$306,183
0.15% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,527
shares
|
$305,583
0.01% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
1,517
shares
|
$303,582
0.06% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
1,505
shares
|
$301,180
0.13% of portfolio
|
Q2 2024
Reduced 1.63%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
1,504
shares
|
$300,980
0.08% of portfolio
|
Q4 2024
Reduced 14.93%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2024 Q3 2024 |
1,502
shares
|
$300,580
0.06% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
1,502
shares
|
$300,580
0.03% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
Nov 13, 2024 Q3 2024 |
1,501
shares
|
$300,380
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Dillon & Associates Inc
|
Nov 05, 2024 Q3 2024 |
1,500
shares
|
$300,180
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jan 28, 2025 Q4 2024 |
1,500
shares
|
$300,180
0.03% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
1,499
shares
|
$299,979
0.07% of portfolio
|
Q4 2024
Added 1.9%
|