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 1,372 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 $65.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 10, 2024 Q3 2024 |
2,414
shares
|
$463,222
0.04% of portfolio
|
Q2 2023
Reduced 56.15%
|
|
|
Watershed Asset Management, L.L.C.
|
Feb 02, 2024 Q4 2023 |
2,410
shares
|
$462,454
0.37% of portfolio
|
Q4 2023
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
2,410
shares
|
$462,454
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
2,409
shares
|
$462,263
0.03% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,402
shares
|
$460,919
0.04% of portfolio
|
Q1 2023
Added 3.89%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
2,387
shares
|
$458,041
0.05% of portfolio
|
Q3 2024
Added 22.22%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
2,361
shares
|
$453,052
0.08% of portfolio
|
Q3 2024
Reduced 44.45%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
2,355
shares
|
$451,900
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
2,332
shares
|
$447,487
0.03% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Welch Group, LLC
|
Oct 24, 2024 Q3 2024 |
2,327
shares
|
$446,528
0.02% of portfolio
|
Q1 2023
Reduced 2.68%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
2,319
shares
|
$444,992
0.04% of portfolio
|
Q2 2024
Added 2.25%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
2,299
shares
|
$441,155
0.2% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
2,288
shares
|
$439,044
0.04% of portfolio
|
Q2 2024
Added 0.31%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
2,284
shares
|
$438,276
0.01% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
2,278
shares
|
$437,125
0.02% of portfolio
|
Q3 2024
Added 111.71%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
2,265
shares
|
$434,630
0.01% of portfolio
|
Q2 2024
Added 11.52%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
2,259
shares
|
$433,479
0.02% of portfolio
|
Q3 2024
Added 17.17%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
2,253
shares
|
$432,328
0.02% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
2,253
shares
|
$432,328
0.01% of portfolio
|
Q4 2023
Reduced 9.19%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,250
shares
|
$431,752
0.01% of portfolio
|
Q3 2021
Added 14.8%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
2,249
shares
|
$431,560
0.01% of portfolio
|
Q3 2024
Added 30.15%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
2,247
shares
|
$431,176
0.02% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Mqs Management LLC
|
Nov 05, 2024 Q3 2024 |
2,244
shares
|
$430,601
0.19% of portfolio
|
Q3 2024
Reduced 34.12%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
2,235
shares
|
$428,874
0.03% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,232
shares
|
$428,298
0.0% of portfolio
|
Q3 2024
Added 1.59%
|