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 |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
4,773
shares
|
$888,016
0.01% of portfolio
|
Q4 2022
Reduced 10.62%
|
|
|
Seneca House Advisors
|
Oct 04, 2024 Q3 2024 |
4,747
shares
|
$883,179
0.31% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
4,718
shares
|
$877,783
0.02% of portfolio
|
Q3 2024
Added 74.55%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
4,716
shares
|
$877,411
0.09% of portfolio
|
Q3 2024
Added 28.64%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
4,711
shares
|
$876,481
0.02% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
4,710
shares
|
$876,295
0.01% of portfolio
|
Q3 2024
Reduced 29.6%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
4,708
shares
|
$875,923
0.04% of portfolio
|
Q3 2024
Added 13.45%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
4,666
shares
|
$868,109
0.69% of portfolio
|
Q3 2022
Reduced 12.23%
|
|
|
Neville Rodie & Shaw Inc
|
Oct 01, 2024 Q3 2024 |
4,565
shares
|
$849,318
0.05% of portfolio
|
Q2 2024
Reduced 10.58%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 06, 2024 Q3 2024 |
4,552
shares
|
$846,899
0.05% of portfolio
|
Q3 2024
Added 121.83%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
4,512
shares
|
$839,457
0.27% of portfolio
|
Q4 2017
New holding
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Nov 14, 2024 Q3 2024 |
4,500
shares
|
$837,225
0.0% of portfolio
|
Q3 2024
Reduced 83.49%
|
|
|
Sky Investment Group LLC
|
Oct 21, 2024 Q3 2024 |
4,479
shares
|
$833,317
0.13% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Trust Asset Management LLC
Houston, TX |
Nov 13, 2024 Q3 2024 |
4,466
shares
|
$830,899
0.05% of portfolio
|
Q1 2023
Reduced 1.13%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Oct 08, 2024 Q3 2024 |
4,448
shares
|
$827,550
0.05% of portfolio
|
Q2 2022
Reduced 8.25%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
4,419
shares
|
$822,154
0.05% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
4,412
shares
|
$820,852
0.24% of portfolio
|
Q2 2021
Added 82.92%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Oct 28, 2024 Q3 2024 |
4,377
shares
|
$814,340
0.42% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
4,362
shares
|
$811,550
0.02% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
4,354
shares
|
$810,061
0.01% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
4,339
shares
|
$807,270
0.12% of portfolio
|
Q3 2024
Reduced 72.46%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,330
shares
|
$805,596
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
4,324
shares
|
$804,480
0.29% of portfolio
|
Q3 2024
Added 42.47%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
4,324
shares
|
$804,480
0.06% of portfolio
|
Q3 2024
Added 6.01%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
4,311
shares
|
$802,061
0.03% of portfolio
|
Q2 2024
Added 2.33%
|