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 1,524 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 $59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
1,145
shares
|
$193,253
0.03% of portfolio
|
Q4 2024
Reduced 47.84%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
1,142
shares
|
$192,746
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
1,142
shares
|
$192,746
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Feb 06, 2025 Q4 2024 |
1,138
shares
|
$192,071
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Research LLC
Sausalito, CA |
Feb 07, 2025 Q4 2024 |
1,137
shares
|
$191,902
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
1,122
shares
|
$189,371
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
1,121
shares
|
$189,202
0.0% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
1,117
shares
|
$188,527
0.13% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,098
shares
|
$185,320
0.03% of portfolio
|
Q4 2023
Added 4.08%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
1,095
shares
|
$184,814
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
1,086
shares
|
$183,295
0.13% of portfolio
|
Q4 2024
Reduced 85.99%
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
1,050
shares
|
$177,219
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
1,048
shares
|
$176,881
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
1,024
shares
|
$172,830
0.08% of portfolio
|
Q4 2024
Reduced 9.78%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
999
shares
|
$168,611
0.01% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
994
shares
|
$167,767
0.02% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
973
shares
|
$164,222
0.02% of portfolio
|
Q4 2024
Added 7.04%
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
950
shares
|
$160,341
0.02% of portfolio
|
Q4 2024
Reduced 30.91%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
942
shares
|
$158,990
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
926
shares
|
$156,290
0.01% of portfolio
|
Q2 2023
Reduced 94.29%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
926
shares
|
$156,290
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
911
shares
|
$153,758
0.02% of portfolio
|
Q4 2023
Reduced 1.62%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
882
shares
|
$148,863
0.02% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
850
shares
|
$143,463
0.02% of portfolio
|
Q4 2024
Added 25.93%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
821
shares
|
$138,568
0.04% of portfolio
|
Q3 2024
Reduced 6.06%
|