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 1,371 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 $62.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
10,474
shares
|
$1.95 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
10,470
shares
|
$1.95 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.32%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
10,460
shares
|
$1.95 Million
0.04% of portfolio
|
Q3 2024
Added 13.31%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
10,390
shares
|
$1.93 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
10,361
shares
|
$1.93 Million
0.11% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
10,333
shares
|
$1.92 Million
0.08% of portfolio
|
Q3 2022
Added 0.04%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Nov 04, 2024 Q3 2024 |
10,313
shares
|
$1.92 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
10,301
shares
|
$1.92 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
10,227
shares
|
$1.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
10,161
shares
|
$1.89 Million
0.02% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
10,100
shares
|
$1.88 Million
0.25% of portfolio
|
Q1 2023
Added 23.17%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
10,088
shares
|
$1.88 Million
0.03% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
10,041
shares
|
$1.87 Million
0.25% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
American Assets Inc
|
Nov 05, 2024 Q3 2024 |
10,000
shares
|
$1.86 Million
0.49% of portfolio
|
Q4 2020
New holding
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Nov 12, 2024 Q3 2024 |
9,904
shares
|
$1.84 Million
0.19% of portfolio
|
Q2 2023
Reduced 0.09%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
9,760
shares
|
$1.82 Million
0.15% of portfolio
|
Q3 2024
Reduced 35.86%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
9,741
shares
|
$1.81 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.96%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
9,688
shares
|
$1.8 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,686
shares
|
$1.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 82.56%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
9,606
shares
|
$1.79 Million
0.04% of portfolio
|
Q3 2024
Added 207.49%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
9,579
shares
|
$1.78 Million
0.05% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 08, 2024 Q3 2024 |
9,573
shares
|
$1.78 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
9,485
shares
|
$1.76 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
9,312
shares
|
$1.73 Million
0.23% of portfolio
|
Q3 2022
Added 21.92%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
9,295
shares
|
$1.73 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.94%
|