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 |
|---|---|---|---|---|---|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
98
shares
|
$19,845
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
96
shares
|
$19,440
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
95
shares
|
$19,238
0.0% of portfolio
|
Q3 2023
Reduced 3.06%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Nov 14, 2024 Q3 2024 |
93
shares
|
$18,833
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
91
shares
|
$18,428
0.0% of portfolio
|
Q3 2024
Reduced 55.61%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
90
shares
|
$18,225
0.0% of portfolio
|
Q2 2024
Reduced 2.17%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
90
shares
|
$18,225
0.01% of portfolio
|
Q3 2024
Reduced 17.43%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
89
shares
|
$18,023
0.01% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
87
shares
|
$17,618
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
86
shares
|
$17,415
0.02% of portfolio
|
Q3 2021
Reduced 96.01%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
86
shares
|
$17,415
0.0% of portfolio
|
Q4 2024
Reduced 32.81%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
85
shares
|
$17,213
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
85
shares
|
$17,213
0.0% of portfolio
|
Q2 2022
Reduced 76.96%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
82
shares
|
$16,605
0.0% of portfolio
|
Q2 2024
Added 182.76%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
82
shares
|
$16,605
0.0% of portfolio
|
Q2 2024
Added 20.59%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
81
shares
|
$16,403
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
79
shares
|
$15,998
0.0% of portfolio
|
Q3 2024
Reduced 92.71%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
79
shares
|
$15,998
0.01% of portfolio
|
Q1 2024
Added 777.78%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
77
shares
|
$15,593
0.0% of portfolio
|
Q4 2024
Added 113.89%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 13, 2024 Q3 2024 |
76
shares
|
$15,390
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
76
shares
|
$15,390
0.0% of portfolio
|
Q3 2024
Reduced 14.61%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
76
shares
|
$15,390
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
75
shares
|
$15,188
0.0% of portfolio
|
Q4 2022
Reduced 14.77%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
75
shares
|
$15,188
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
75
shares
|
$15,188
0.0% of portfolio
|
Q4 2023
New holding
|