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 |
|---|---|---|---|---|---|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
16
shares
|
$2,942
0.0% of portfolio
|
Q2 2023
Reduced 87.5%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
13
shares
|
$2,391
0.0% of portfolio
|
Q3 2024
Added 62.5%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
12
shares
|
$2,207
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
11
shares
|
$2,023
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
10
shares
|
$1,839
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
10
shares
|
$1,839
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
10
shares
|
$1,839
0.0% of portfolio
|
Q1 2024
Added 11.11%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
10
shares
|
$1,839
0.0% of portfolio
|
Q2 2024
Reduced 83.33%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
10
shares
|
$1,839
0.0% of portfolio
|
Q3 2024
Reduced 85.07%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
10
shares
|
$1,839
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
9
shares
|
$1,655
0.0% of portfolio
|
Q3 2024
Reduced 40.0%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
9
shares
|
$1,655
0.0% of portfolio
|
Q3 2024
Reduced 52.63%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
8
shares
|
$1,471
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
6
shares
|
$1,103
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
6
shares
|
$1,103
0.0% of portfolio
|
Q2 2023
Reduced 73.91%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
4
shares
|
$735
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
3
shares
|
$551
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
2
shares
|
$367
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
2
shares
|
$367
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2
shares
|
$367
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
1
shares
|
$183
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 14, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2023
Closed
|