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 |
|---|---|---|---|---|---|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
37
shares
|
$6,921
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
36
shares
|
$6,734
0.0% of portfolio
|
Q2 2024
Added 2.86%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
36
shares
|
$6,734
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
34
shares
|
$6,360
0.0% of portfolio
|
Q2 2024
Added 47.83%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
30
shares
|
$5,611
0.0% of portfolio
|
Q3 2024
Reduced 31.82%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
30
shares
|
$5,611
0.0% of portfolio
|
Q1 2024
Reduced 31.82%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
29
shares
|
$5,424
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
26
shares
|
$4,863
0.0% of portfolio
|
Q4 2023
Added 271.43%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
25
shares
|
$4,676
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
23
shares
|
$4,302
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
22
shares
|
$4,115
0.0% of portfolio
|
Q4 2018
Added 1000.0%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
22
shares
|
$4,115
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
22
shares
|
$4,115
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
21
shares
|
$3,928
0.0% of portfolio
|
Q3 2024
Reduced 77.17%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
20
shares
|
$3,741
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
19
shares
|
$3,554
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
19
shares
|
$3,554
0.0% of portfolio
|
Q4 2023
Reduced 34.48%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
19
shares
|
$3,554
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
19
shares
|
$3,554
0.0% of portfolio
|
Q3 2024
Reduced 82.57%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
16
shares
|
$2,992
0.0% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
16
shares
|
$2,992
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
16
shares
|
$2,992
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
16
shares
|
$2,992
0.0% of portfolio
|
Q2 2023
Reduced 87.5%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
13
shares
|
$2,431
0.0% of portfolio
|
Q3 2024
Added 62.5%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
12
shares
|
$2,244
0.0% of portfolio
|
Q4 2023
New holding
|