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 |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
4,304
shares
|
$800,759
0.04% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Sumitomo Life Insurance CO
|
Oct 16, 2024 Q3 2024 |
4,282
shares
|
$796,666
0.01% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
4,239
shares
|
$788,665
0.02% of portfolio
|
Q3 2024
Reduced 35.42%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
4,236
shares
|
$788,107
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
4,232
shares
|
$787,363
0.04% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
4,162
shares
|
$774,340
0.02% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
4,134
shares
|
$769,130
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
4,127
shares
|
$767,828
0.04% of portfolio
|
Q2 2024
Added 2.25%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
4,125
shares
|
$767,456
0.09% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
4,122
shares
|
$766,898
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
4,119
shares
|
$766,339
0.05% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,116
shares
|
$765,781
0.04% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
4,110
shares
|
$764,665
0.01% of portfolio
|
Q2 2024
Reduced 33.2%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
4,033
shares
|
$750,339
0.08% of portfolio
|
Q3 2021
Reduced 4.72%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,030
shares
|
$749,781
0.13% of portfolio
|
Q4 2022
Added 59.29%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
4,013
shares
|
$746,618
0.02% of portfolio
|
Q3 2024
Reduced 71.96%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
4,000
shares
|
$744,200
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
3,977
shares
|
$739,920
0.03% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
3,945
shares
|
$733,967
0.1% of portfolio
|
Q2 2024
Reduced 16.42%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
3,938
shares
|
$732,664
0.09% of portfolio
|
Q3 2024
Added 8.4%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
3,935
shares
|
$732,106
0.01% of portfolio
|
Q3 2024
Added 18.03%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
3,934
shares
|
$731,920
0.1% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
3,933
shares
|
$731,734
0.26% of portfolio
|
Q3 2023
Added 0.56%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
3,909
shares
|
$727,269
0.08% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,896
shares
|
$724,850
0.05% of portfolio
|
Q3 2024
Reduced 1.44%
|