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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
926
shares
|
$170,319
0.01% of portfolio
|
Q2 2023
Reduced 94.29%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
926
shares
|
$170,319
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
911
shares
|
$167,560
0.01% of portfolio
|
Q4 2023
Reduced 1.62%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
909
shares
|
$167,192
0.02% of portfolio
|
Q3 2024
Added 9.25%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 05, 2024 Q3 2024 |
900
shares
|
$165,537
0.05% of portfolio
|
Q2 2024
Reduced 91.26%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
880
shares
|
$161,858
0.02% of portfolio
|
Q3 2024
Reduced 15.38%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
850
shares
|
$156,340
0.02% of portfolio
|
Q2 2024
Added 26.87%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
821
shares
|
$151,006
0.03% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
815
shares
|
$149,902
0.02% of portfolio
|
Q3 2024
Reduced 14.21%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
807
shares
|
$148,431
0.01% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
800
shares
|
$147,144
0.17% of portfolio
|
Q1 2024
Reduced 31.62%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
750
shares
|
$137,947
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
738
shares
|
$135,740
0.0% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Oct 15, 2024 Q3 2024 |
700
shares
|
$128,751
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
700
shares
|
$128,751
0.08% of portfolio
|
Q3 2024
Added 12.54%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
681
shares
|
$125,256
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
681
shares
|
$125,256
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
681
shares
|
$125,256
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
675
shares
|
$124,152
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
675
shares
|
$124,152
0.02% of portfolio
|
Q3 2024
Added 39.75%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
655
shares
|
$120,474
0.04% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
653
shares
|
$120,106
0.01% of portfolio
|
Q1 2024
Added 2.83%
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
635
shares
|
$116,795
0.08% of portfolio
|
Q2 2024
Added 89.55%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
600
shares
|
$110,358
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
598
shares
|
$109,990
0.01% of portfolio
|
Q3 2024
New holding
|