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 |
|---|---|---|---|---|---|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
110
shares
|
$20,232
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
109
shares
|
$20,048
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
105
shares
|
$19,312
0.0% of portfolio
|
Q3 2024
Reduced 98.7%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
105
shares
|
$19,312
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
102
shares
|
$18,760
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
100
shares
|
$18,393
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
100
shares
|
$18,393
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
100
shares
|
$18,393
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
100
shares
|
$18,393
0.01% of portfolio
|
Q2 2024
Reduced 75.06%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
99
shares
|
$18,209
0.01% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
98
shares
|
$18,025
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
96
shares
|
$17,657
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
95
shares
|
$17,473
0.0% of portfolio
|
Q3 2023
Reduced 3.06%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Nov 14, 2024 Q3 2024 |
93
shares
|
$17,105
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
91
shares
|
$16,737
0.0% of portfolio
|
Q3 2024
Reduced 55.61%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
90
shares
|
$16,553
0.0% of portfolio
|
Q2 2024
Reduced 2.17%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
90
shares
|
$16,553
0.01% of portfolio
|
Q3 2024
Reduced 17.43%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
87
shares
|
$16,001
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
87
shares
|
$16,001
0.0% of portfolio
|
Q2 2024
Reduced 5.43%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
86
shares
|
$15,817
0.02% of portfolio
|
Q3 2021
Reduced 96.01%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
85
shares
|
$15,634
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
85
shares
|
$15,634
0.0% of portfolio
|
Q2 2022
Reduced 76.96%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
82
shares
|
$15,082
0.0% of portfolio
|
Q2 2024
Added 182.76%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
82
shares
|
$15,082
0.0% of portfolio
|
Q2 2024
Added 20.59%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
81
shares
|
$14,898
0.05% of portfolio
|
Q3 2024
New holding
|