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 |
|---|---|---|---|---|---|
|
Mathes Company, Inc.
|
Oct 29, 2024 Q3 2024 |
1,800
shares
|
$345,402
0.1% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
1,790
shares
|
$343,483
0.08% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
1,780
shares
|
$341,564
0.02% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,780
shares
|
$341,564
0.05% of portfolio
|
Q3 2024
Added 9.27%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2024 Q3 2024 |
1,778
shares
|
$341,180
0.15% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
1,772
shares
|
$340,029
0.07% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Doliver Advisors, LP
Houston, TX |
Oct 02, 2024 Q3 2024 |
1,768
shares
|
$339,261
0.08% of portfolio
|
Q3 2024
Reduced 9.01%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
1,757
shares
|
$337,150
0.01% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
1,721
shares
|
$330,242
0.01% of portfolio
|
Q3 2024
Reduced 41.72%
|
|
|
Humankind Investments LLC
|
Nov 14, 2024 Q3 2024 |
1,707
shares
|
$327,556
0.09% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,707
shares
|
$327,556
0.02% of portfolio
|
Q3 2022
Reduced 19.71%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
1,700
shares
|
$326,213
0.03% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
1,697
shares
|
$325,637
0.01% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
1,697
shares
|
$325,637
0.02% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
1,696
shares
|
$325,445
0.04% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
1,686
shares
|
$323,526
0.0% of portfolio
|
Q4 2021
Added 6.57%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
1,684
shares
|
$323,142
0.01% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,682
shares
|
$322,758
0.0% of portfolio
|
Q2 2022
Added 1.14%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
1,681
shares
|
$322,567
0.0% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
1,680
shares
|
$322,375
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
1,680
shares
|
$322,375
0.01% of portfolio
|
Q1 2024
Reduced 3.06%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 08, 2024 Q3 2024 |
1,659
shares
|
$318,345
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
1,650
shares
|
$316,618
0.08% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,646
shares
|
$315,850
0.03% of portfolio
|
Q2 2024
Added 67.11%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
1,636
shares
|
$313,932
0.01% of portfolio
|
Q3 2024
Reduced 1.21%
|