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 1,426 institutions that hold shares in the stock, with a total of 337 Million shares, which have been reported (via 13F filing form) to have a value of $68.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
34
shares
|
$6,909
0.0% of portfolio
|
Q2 2024
Added 47.83%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
33
shares
|
$6,705
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
33
shares
|
$6,705
0.0% of portfolio
|
Q4 2024
Reduced 10.81%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
30
shares
|
$6,096
0.0% of portfolio
|
Q3 2024
Reduced 31.82%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
30
shares
|
$6,096
0.0% of portfolio
|
Q1 2024
Reduced 31.82%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
30
shares
|
$6,096
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
26
shares
|
$5,283
0.0% of portfolio
|
Q4 2023
Added 271.43%
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
25
shares
|
$5,080
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
23
shares
|
$4,673
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
23
shares
|
$4,673
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
22
shares
|
$4,470
0.0% of portfolio
|
Q4 2018
Added 1000.0%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
22
shares
|
$4,470
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
22
shares
|
$4,470
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
20
shares
|
$4,064
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
19
shares
|
$3,860
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
19
shares
|
$3,860
0.0% of portfolio
|
Q4 2023
Reduced 34.48%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
19
shares
|
$3,860
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
19
shares
|
$3,860
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
19
shares
|
$3,860
0.0% of portfolio
|
Q3 2024
Reduced 82.57%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
18
shares
|
$3,657
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
18
shares
|
$3,657
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
16
shares
|
$3,251
0.0% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
16
shares
|
$3,251
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
16
shares
|
$3,251
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
16
shares
|
$3,251
0.0% of portfolio
|
Q4 2024
Added 23.08%
|