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 1,369 institutions that hold shares in the stock, with a total of 339 Million shares, which have been reported (via 13F filing form) to have a value of $63.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
2,664
shares
|
$511,194
0.05% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
2,663
shares
|
$511,003
0.01% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
2,658
shares
|
$510,043
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
2,658
shares
|
$510,043
0.25% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
2,655
shares
|
$509,467
0.27% of portfolio
|
Q1 2024
Added 7.71%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
2,655
shares
|
$509,467
0.03% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
2,643
shares
|
$507,165
0.02% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
2,624
shares
|
$503,519
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
2,611
shares
|
$501,024
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
2,601
shares
|
$499,105
0.07% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
626 Financial, LLC
|
Oct 15, 2024 Q3 2024 |
2,591
shares
|
$497,186
0.22% of portfolio
|
Q4 2023
Added 4.22%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
2,591
shares
|
$497,186
0.01% of portfolio
|
Q3 2024
Reduced 16.66%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
2,584
shares
|
$495,843
0.03% of portfolio
|
Q2 2022
Reduced 3.76%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Oct 10, 2024 Q3 2024 |
2,580
shares
|
$495,076
0.11% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
2,565
shares
|
$492,197
0.23% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
2,542
shares
|
$487,784
0.34% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
2,531
shares
|
$485,673
0.02% of portfolio
|
Q3 2024
Reduced 15.8%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,527
shares
|
$484,906
0.0% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
2,521
shares
|
$483,754
0.0% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
2,512
shares
|
$482,027
0.03% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
2,507
shares
|
$481,068
0.02% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
2,504
shares
|
$480,492
0.02% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
2,503
shares
|
$480,300
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
2,461
shares
|
$472,241
0.0% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
2,460
shares
|
$472,049
0.04% of portfolio
|
Q3 2024
Added 4.24%
|