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 1,594 institutions that hold shares in the stock, with a total of 348 Million shares, which have been reported (via 13F filing form) to have a value of $68.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
5,800
shares
|
$1.14 Million
0.35% of portfolio
|
Q3 2023
Reduced 7.94%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
5,792
shares
|
$1.14 Million
0.01% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
5,751
shares
|
$1.13 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
5,746
shares
|
$1.13 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
5,686
shares
|
$1.12 Million
0.07% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Clear Harbor Asset Management, LLC
|
May 15, 2025 Q1 2025 |
5,658
shares
|
$1.12 Million
0.08% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
5,649
shares
|
$1.11 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
5,647
shares
|
$1.11 Million
0.1% of portfolio
|
Q1 2025
Added 5.97%
|
|
|
Jeppson Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
5,647
shares
|
$1.11 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
5,632
shares
|
$1.11 Million
0.41% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
May 12, 2025 Q1 2025 |
5,600
shares
|
$1.1 Million
0.61% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
5,579
shares
|
$1.1 Million
0.04% of portfolio
|
Q2 2022
Reduced 28.4%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
5,542
shares
|
$1.09 Million
0.15% of portfolio
|
Q1 2025
Added 10.62%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
5,542
shares
|
$1.09 Million
0.03% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
5,525
shares
|
$1.09 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
5,486
shares
|
$1.08 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
5,475
shares
|
$1.08 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
5,461
shares
|
$1.08 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
5,402
shares
|
$1.07 Million
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
5,398
shares
|
$1.06 Million
0.03% of portfolio
|
Q4 2024
Reduced 32.79%
|
|
|
Caxton Associates LLP
London, |
May 15, 2025 Q1 2025 |
5,398
shares
|
$1.06 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Apr 15, 2025 Q1 2025 |
5,376
shares
|
$1.06 Million
0.16% of portfolio
|
Q1 2025
Added 295.88%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
5,314
shares
|
$1.05 Million
0.79% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
5,295
shares
|
$1.04 Million
0.05% of portfolio
|
Q4 2022
Reduced 1.84%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
5,286
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Added 3.48%
|