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 |
|---|---|---|---|---|---|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,929
shares
|
$370,155
0.02% of portfolio
|
Q3 2024
Added 25.18%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
1,928
shares
|
$369,963
0.03% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,927
shares
|
$369,772
0.02% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
1,925
shares
|
$369,388
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
1,919
shares
|
$368,236
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 25, 2024 Q3 2024 |
1,919
shares
|
$368,236
0.09% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
1,917
shares
|
$367,853
0.03% of portfolio
|
Q3 2024
Reduced 15.44%
|
|
|
Pennsylvania Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
1,915
shares
|
$367,469
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,914
shares
|
$367,277
0.01% of portfolio
|
Q3 2024
Reduced 10.48%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,909
shares
|
$366,318
0.14% of portfolio
|
Q3 2024
Added 11.64%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Nov 08, 2024 Q3 2024 |
1,900
shares
|
$364,591
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
1,895
shares
|
$363,631
0.05% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
1,890
shares
|
$362,672
0.02% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
1,875
shares
|
$359,793
0.04% of portfolio
|
Q2 2024
Reduced 7.41%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
1,850
shares
|
$354,996
0.15% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
1,841
shares
|
$353,269
0.02% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,838
shares
|
$352,693
0.06% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
1,827
shares
|
$350,583
0.01% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
1,825
shares
|
$350,199
0.03% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,819
shares
|
$349,047
0.1% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Trust CO Of Virginia
|
Oct 24, 2024 Q3 2024 |
1,806
shares
|
$346,553
0.02% of portfolio
|
Q3 2024
Added 19.92%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
1,805
shares
|
$346,361
0.01% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
1,804
shares
|
$346,169
0.11% of portfolio
|
Q2 2024
Reduced 17.02%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,802
shares
|
$345,785
0.03% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 15, 2024 Q3 2024 |
1,800
shares
|
$345,402
0.48% of portfolio
|
Q2 2024
New holding
|