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Capital One Financial (COF) Institutional Ownership

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$176.51 +6.31 (+3.71%)
Closing price 03:59 PM Eastern
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$177.23 +0.72 (+0.41%)
As of 07:56 PM Eastern
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Institutional Ownership Changes (13F Filings) for Capital One Financial (NYSE:COF)

Current
Institutional Ownership
Percentage
89.84%
Number of
Institutional Buyers
(last 12 months)
794
Total
Institutional Inflows
(last 12 months)
$8.73B
Number of
Institutional Sellers
(last 12 months)
558
Total
Institutional Outflows
(last 12 months)
$5.56B
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COF Institutional Buying and Selling by Quarter

Capital One Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2025Golden State Wealth Management LLC2,935$526K0.0%+397.5%0.001%
4/23/2025Bessemer Group Inc.17,318$3.11M0.0%-46.9%0.005%
4/23/2025Aurora Private Wealth Inc.11,471$2.06M0.1%N/A0.003%
4/23/2025Spire Wealth Management6,574$1.18M0.0%+17.2%0.002%
4/23/2025 Daymark Wealth Partners LLC4,188$751K0.0%+10.9%0.001%
4/23/2025Golden State Equity Partners3,330$597K0.1%+20.1%0.001%
4/23/2025Cornerstone Wealth Group LLC1,293$232K0.0%+6.9%0.000%
4/23/2025Vectors Research Management LLC11,451$2.05M0.7%+13.3%0.003%
4/23/2025Chevy Chase Trust Holdings LLC202,441$36.30M0.1%+0.2%0.053%
4/23/2025YHB Investment Advisors Inc.15,509$2.78M0.2%-0.5%0.004%
4/23/2025Southern Capital Advisors LLC9,790$1.76M1.0%N/A0.003%
4/23/2025Legacy Advisors LLC1,644$295K0.0%+40.2%0.000%
4/23/2025Asset Management One Co. Ltd.171,276$30.71M0.1%+14.2%0.045%
4/23/2025Walkner Condon Financial Advisors LLC1,307$234K0.0%+9.6%0.000%
4/23/2025Uncommon Cents Investing LLC5,170$927K0.3%+9.2%0.001%
4/23/2025Oppenheimer & Co. Inc.22,532$4.04M0.1%+4.8%0.006%
4/23/2025Oppenheimer Asset Management Inc.85,280$15.29M0.2%-1.7%0.022%
4/23/2025Continuum Advisory LLC4,492$805K0.1%+8.8%0.001%
4/22/2025XML Financial LLC2,037$365K0.0%-25.6%0.001%
4/22/2025Flagship Harbor Advisors LLC1,185$212K0.0%-5.6%0.000%
4/22/2025Cambridge Investment Research Advisors Inc.32,884$5.90M0.0%+16.2%0.009%
4/22/2025Kentucky Retirement Systems Insurance Trust Fund11,011$1.97M0.1%-46.1%0.003%
4/22/2025Manning & Napier Advisors LLC20,000$3.59M0.0%N/A0.005%
4/22/2025Kentucky Retirement Systems25,853$4.64M0.1%-1.5%0.007%
4/22/2025First PREMIER Bank2,799$502K0.1%-6.7%0.001%
4/22/2025Stonegate Investment Group LLC3,187$571K0.0%-17.7%0.001%
4/22/2025PFG Investments LLC1,644$295K0.0%+18.1%0.000%
4/22/2025Putney Financial Group LLC443$79K0.1%-20.2%0.000%
4/22/2025Carr Financial Group Corp1,395$250K0.1%-32.4%0.000%
4/22/2025Cantor Fitzgerald Investment Advisors L.P.16,553$2.97M0.2%-2.3%0.004%
4/21/2025 Retirement Systems of Alabama81,916$14.69M0.1%-0.8%0.021%
4/21/2025 Blue Trust Inc.3,775$677K0.0%+22.5%0.001%
4/21/2025 ORG Wealth Partners LLC516$92K0.0%N/A0.000%
4/21/2025 Plimoth Trust Co. LLC1,693$304K0.1%-9.4%0.000%
4/21/2025 Compass Capital Corp MA ADV9,806$1.72M0.9%+5.4%0.003%
4/21/2025 Envestnet Portfolio Solutions Inc.9,282$1.66M0.0%-50.2%0.002%
4/21/2025 Premier Path Wealth Partners LLC4,288$769K0.1%+7.5%0.001%
4/21/2025 Johnson Investment Counsel Inc.1,456$261K0.0%+7.4%0.000%
4/21/2025 Beacon Capital Management LLC179$32K0.0%+118.3%0.000%
4/21/2025 Aspiriant LLC2,911$522K0.0%+2.4%0.001%
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4/21/2025 State of Alaska Department of Revenue76,717$13.76M0.2%+1.5%0.020%
4/21/2025 CWA Asset Management Group LLC1,756$315K0.0%-12.9%0.000%
4/21/2025 Warner Financial Inc.2,028$364K0.2%N/A0.001%
4/21/2025 Dunhill Financial LLC800$144K0.1%-21.9%0.000%
4/21/2025 Essex Savings Bank1,143$205K0.1%N/A0.000%
4/18/2025 Cornerstone Wealth Management LLC1,630$292K0.0%-8.1%0.000%
4/18/2025 Clarius Group LLC2,228$399K0.0%-4.2%0.001%
4/18/2025 CENTRAL TRUST Co3,307$593K0.0%-13.2%0.001%
4/18/2025 Global Trust Asset Management LLC3,291$590K0.4%-4.2%0.001%
4/18/2025 Insigneo Advisory Services LLC2,545$456K0.0%-3.6%0.001%
4/17/2025 Berkshire Bank1,815$325K0.1%+7.8%0.000%
4/17/2025 Patton Fund Management Inc.17,672$3.17M0.8%-23.1%0.005%
4/17/2025 Vicus Capital1,660$298K0.0%N/A0.000%
4/17/2025 AA Financial Advisors LLC1,853$332K0.1%+25.8%0.000%
4/17/2025 Copia Wealth Management305$55K0.1%N/A0.000%
4/17/2025 QRG Capital Management Inc.119,827$21.49M0.2%-9.0%0.031%
4/17/2025 Sagespring Wealth Partners LLC4,364$783K0.0%+26.2%0.001%
4/17/2025 Western Pacific Wealth Management LP3,015$541K0.5%-11.8%0.001%
4/17/2025 Sowell Financial Services LLC4,243$761K0.0%N/A0.001%
4/17/2025 Janney Montgomery Scott LLC98,617$17.68M0.1%+9.6%0.026%
4/17/2025 Mission Wealth Management LP1,221$219K0.0%N/A0.000%
4/17/2025 Hanson & Doremus Investment Management803$144K0.0%-9.0%0.000%
4/17/2025 Acropolis Investment Management LLC2,728$489K0.0%-3.7%0.001%
4/17/2025 Mn Services Vermogensbeheer B.V.141,100$25.30M0.2%-5.7%0.037%
4/17/2025 Brighton Jones LLC13,796$2.47M0.1%+1.5%0.004%
4/17/2025 Exchange Traded Concepts LLC138,926$24.91M0.4%+145.4%0.036%
4/17/2025 MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH3,882$696K0.0%N/A0.001%
4/17/2025 Ritholtz Wealth Management10,844$1.94M0.1%+2.6%0.003%
4/16/2025 Opal Wealth Advisors LLC2,155$386K0.1%+3.1%0.001%
4/16/2025 Hennessy Advisors Inc.7,500$1.35M0.0%-6.3%0.002%
4/16/2025 Farmers & Merchants Investments Inc.88,175$15.81M0.5%-1.0%0.023%
4/16/2025 Wealth Enhancement Advisory Services LLC31,129$5.58M0.0%+18.7%0.008%
4/16/2025 Tritonpoint Wealth LLC46,229$8.29M0.8%-0.9%0.012%
4/16/2025 Bernard Wealth Management Corp.300$54K0.0%N/A0.000%
4/16/2025 CVA Family Office LLC1,446$259K0.0%+5.9%0.000%
4/16/2025 CCM Investment Advisers LLC73,008$13.09M1.6%-6.8%0.019%
4/16/2025 Founders Grove Wealth Partners LLC1,224$219K0.1%N/A0.000%
4/16/2025 NorthCrest Asset Manangement LLC89,769$16.10M0.5%-1.0%0.024%
4/16/2025 Tobam758$136K0.1%-38.7%0.000%
4/16/2025 Willis Investment Counsel1,500$269K0.0%-50.7%0.000%
4/16/2025 Thomasville National Bank20,743$3.72M0.3%-3.0%0.005%
4/16/2025 Rockland Trust Co.2,082$373K0.0%-4.1%0.001%
4/15/2025 Fifth Third Bancorp31,899$5.72M0.0%+16.5%0.008%
4/15/2025 Simon Quick Advisors LLC2,708$486K0.0%+22.8%0.001%
4/15/2025 Arvest Investments Inc.5,979$1.07M0.2%-1.5%0.002%
4/15/2025 Alpha Omega Wealth Management LLC47,551$8.53M1.6%-7.6%0.012%
4/15/2025 Transform Wealth LLC10,405$1.87M0.1%-3.9%0.003%
4/15/2025 USA Financial Formulas5,376$964K0.2%+295.9%0.001%
4/15/2025 My Legacy Advisors LLC6,913$1.24M0.5%+7.2%0.002%
4/15/2025 Founders Capital Management LLC1,200$215K0.0%N/A0.000%
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4/15/2025 Alhambra Investment Management LLC2,214$397K0.2%+17.2%0.001%
4/15/2025 CX Institutional26,952$4.83M0.2%-14.5%0.007%
4/15/2025 Assenagon Asset Management S.A.46,104$8.27M0.0%-86.7%0.012%
4/15/2025 Integrated Advisors Network LLC4,175$749K0.0%-85.5%0.001%
4/15/2025 Handelsbanken Fonder AB107,453$19.27M0.1%+1.5%0.028%
4/15/2025 Sanibel Captiva Trust Company Inc.7,552$1.35M0.0%-6.3%0.002%
4/15/2025 Avanza Fonder AB29,172$5.32M0.2%-2.6%0.008%
4/15/2025 Kingstone Capital Partners Texas LLC19,948$3.58M2.9%+0.5%0.005%
4/14/2025 Yousif Capital Management LLC57,187$10.25M0.1%-1.5%0.015%
4/14/2025 Regatta Capital Group LLC9,076$1.63M0.3%+3.1%0.002%
(Data available from 1/1/2016 forward)

COF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of COF shares?

During the previous two years, 1,354 institutional investors and hedge funds held shares of Capital One Financial. The most heavily invested institutionals were Vanguard Group Inc. ($5.66B), Dodge & Cox ($3.08B), BlackRock Inc. ($2.67B), State Street Corp ($2.47B), Capital Research Global Investors ($2.10B), Franklin Resources Inc. ($1.91B), and Davis Selected Advisers ($1.65B).Learn more on COF's institutional investors.

What percentage of Capital One Financial stock is owned by institutional investors?

89.84% of Capital One Financial stock is owned by institutional investors. Learn more on COF's institutional investor holdings.

Which institutional investors have been buying Capital One Financial stock?

Of the 1,135 institutional investors that purchased Capital One Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Capital Research Global Investors ($18.65M), Berkshire Hathaway Inc ($12.47M), Norges Bank ($6.44M), Clearbridge Investments LLC ($3.41M), Lone Pine Capital LLC ($3.24M), Franklin Resources Inc. ($3.23M), and FMR LLC ($2.61M).

How much institutional buying is happening at Capital One Financial?

Institutional investors have bought a total of 104,365,246 shares in the last 24 months. This purchase volume represents approximately $14.30B in transactions.

Which Capital One Financial major shareholders have been selling company stock?

Of the 764 institutional investors that sold Capital One Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital Research Global Investors ($6.13M), Capital World Investors ($5.45M), Berkshire Hathaway Inc ($2.37M), Arrowstreet Capital Limited Partnership ($1.80M), Point72 Asset Management L.P. ($1.75M), Pzena Investment Management LLC ($1.59M), and Dodge & Cox ($1.58M).

How much institutional selling is happening at Capital One Financial?

Institutional investors have sold a total of 52,883,312 shares in the last 24 months. This volume of shares sold represents approximately $7.66B in transactions.



This page (NYSE:COF) was last updated on 4/23/2025 by MarketBeat.com Staff
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