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 1,388 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 $68.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
222
shares
|
$45,183
0.02% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
218
shares
|
$44,369
0.0% of portfolio
|
Q2 2024
Reduced 12.1%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
218
shares
|
$44,369
0.03% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
213
shares
|
$43,351
0.0% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
212
shares
|
$43,148
0.01% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
210
shares
|
$42,741
0.01% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
200
shares
|
$40,706
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
198
shares
|
$40,298
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Core Alternative Capital
|
Nov 14, 2024 Q3 2024 |
194
shares
|
$39,484
0.01% of portfolio
|
Q3 2024
Reduced 25.95%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
183
shares
|
$37,245
0.02% of portfolio
|
Q1 2024
Reduced 1.09%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
180
shares
|
$36,635
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
175
shares
|
$35,617
0.01% of portfolio
|
Q2 2024
Added 14.38%
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
171
shares
|
$34,803
0.0% of portfolio
|
Q2 2024
Added 0.59%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
169
shares
|
$34,396
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
167
shares
|
$33,989
0.01% of portfolio
|
Q3 2024
Added 50.45%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
166
shares
|
$33,785
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
165
shares
|
$33,582
0.0% of portfolio
|
Q2 2023
Reduced 65.26%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
162
shares
|
$32,971
0.02% of portfolio
|
Q4 2024
Reduced 23.22%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
158
shares
|
$32,157
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
154
shares
|
$31,343
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
153
shares
|
$31,140
0.0% of portfolio
|
Q4 2024
Added 218.75%
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
150
shares
|
$30,529
0.01% of portfolio
|
Q4 2024
Reduced 80.77%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Oct 22, 2024 Q3 2024 |
148
shares
|
$30,122
0.0% of portfolio
|
Q3 2024
Reduced 20.86%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
142
shares
|
$28,901
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
142
shares
|
$28,901
0.01% of portfolio
|
Q3 2024
New holding
|