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 1,525 institutions that hold shares in the stock, with a total of 350 Million shares, which have been reported (via 13F filing form) to have a value of $60.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
10
shares
|
$1,718
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
9
shares
|
$1,546
0.0% of portfolio
|
Q3 2024
Reduced 40.0%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
9
shares
|
$1,546
0.0% of portfolio
|
Q3 2024
Reduced 52.63%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
8
shares
|
$1,374
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
8
shares
|
$1,374
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
6
shares
|
$1,031
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
6
shares
|
$1,031
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
6
shares
|
$1,031
0.0% of portfolio
|
Q2 2023
Reduced 73.91%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
5
shares
|
$859
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
4
shares
|
$687
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
3
shares
|
$515
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
2
shares
|
$343
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
2
shares
|
$343
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
1
shares
|
$171
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
1
shares
|
$171
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
1
shares
|
$171
0.0% of portfolio
|
Q4 2024
Reduced 99.6%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Feb 10, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|