Capital One Financial (COF) Institutional Ownership

$142.23
-0.33 (-0.23%)
(As of 05/13/2024 ET)

Institutional Ownership Changes (13F Filings) for Capital One Financial (NYSE:COF)

Current
Institutional Ownership
Percentage
89.84%
Number of
Institutional Buyers
(last 12 months)
646
Total
Institutional Inflows
(last 12 months)
$5.05B
Number of
Institutional Sellers
(last 12 months)
483
Total
Institutional Outflows
(last 12 months)
$1.97B
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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
5/13/2024Bessemer Group Inc.30,455$4.53M0.0%+52.5%0.008%
5/13/2024Thornburg Investment Management Inc.218,158$32.48M0.5%-27.6%0.057%
5/13/2024Hilltop Partners LLC1,635$243K0.1%N/A0.000%
5/13/2024UniSuper Management Pty Ltd11,825$1.76M0.0%+241.5%0.003%
5/13/2024Clearbridge Investments LLC3,473,596$517.18M0.4%+18.8%0.914%
5/13/2024O Shaughnessy Asset Management LLC124,870$18.59M0.2%-22.8%0.033%
5/13/2024Ameritas Investment Partners Inc.4,115$613K0.0%-2.8%0.001%
5/13/2024 Rockport Wealth LLC2,736$407K0.1%N/A0.001%
5/11/2024 Trustmark National Bank Trust Department4,696$699K0.1%+10.5%0.001%
5/11/2024 Covestor Ltd765$114K0.1%-28.1%0.000%
5/11/2024 Ironwood Investment Counsel LLC7,580$1.13M0.2%-7.3%0.002%
5/10/2024 Osaic Holdings Inc.68,119$10.15M0.0%+8.3%0.018%
5/10/2024 Acadian Asset Management LLC89,292$13.29M0.0%+72.2%0.023%
5/10/2024 TIAA Trust National Association16,760$2.50M0.0%-0.6%0.004%
5/10/2024 Vanguard Group Inc.30,893,408$4.60B0.1%+0.7%8.126%
5/10/2024 Viawealth LLC2,289$341K0.2%-3.8%0.001%
5/10/2024 Intech Investment Management LLC2,198$327K0.0%-53.4%0.001%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp234,002$34.72M0.1%-53.5%0.062%
5/10/2024 Tocqueville Asset Management L.P.31,315$4.66M0.1%+2.8%0.008%
5/10/2024 Sentry Investment Management LLC2,174$324K0.1%N/A0.001%
5/10/2024 Twin Tree Management LP68,504$10.20M0.0%+5.6%0.018%
5/9/2024 Barden Capital Management Inc.6,541$974K0.9%-26.2%0.002%
5/9/2024 Great Lakes Retirement Inc.9,250$1.38M0.2%-3.3%0.002%
5/9/2024 Orion Portfolio Solutions LLC14,841$2.21M0.0%+5.6%0.004%
5/9/2024 Blair William & Co. IL21,612$3.22M0.0%+1.2%0.006%
5/9/2024 Picton Mahoney Asset Management35,159$5.23M0.2%+38.6%0.009%
5/9/2024 Midwest Professional Planners LTD.17,742$2.64M0.9%+52.3%0.005%
5/9/2024 Kingsview Wealth Management LLC17,441$2.60M0.1%+4.6%0.005%
5/9/2024 SageView Advisory Group LLC2,104$313K0.0%N/A0.001%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.448,016$66.71M0.1%+21.0%0.118%
5/9/2024 State Board of Administration of Florida Retirement System446,827$66.53M0.1%+12.4%0.118%
5/9/2024 Pettyjohn Wood & White Inc.5,735$854K0.2%+109.7%0.002%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.27,493$4.09M0.0%+21.4%0.007%
5/8/2024 Bleakley Financial Group LLC7,054$1.05M0.0%+20.6%0.002%
5/8/2024 ProShare Advisors LLC82,507$12.28M0.0%-6.6%0.022%
5/8/2024 Avantax Advisory Services Inc.19,333$2.88M0.0%-0.5%0.005%
5/8/2024 US Bancorp DE64,891$9.66M0.0%-0.8%0.017%
5/8/2024 Addison Capital Co5,502$819K0.4%+16.0%0.001%
5/8/2024 Hohimer Wealth Management LLC24,503$3.65M0.9%-1.4%0.006%
5/8/2024 Russell Investments Group Ltd.381,923$56.77M0.1%+1.5%0.100%
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5/8/2024 QRG Capital Management Inc.118,488$17.64M0.2%+319.8%0.031%
5/8/2024 Verus Financial Partners Inc.2,764$412K0.0%-8.2%0.001%
5/8/2024 Donoghue Forlines LLC4,579$682K0.2%-16.0%0.001%
5/7/2024 Meeder Advisory Services Inc.8,967$1.34M0.1%+2.8%0.002%
5/7/2024 Meeder Asset Management Inc.30,421$4.53M0.3%-24.5%0.008%
5/7/2024 NorthRock Partners LLC2,614$389K0.0%+58.7%0.001%
5/7/2024 Choate Investment Advisors1,974$294K0.0%-81.9%0.001%
5/7/2024 Fiduciary Family Office LLC1,639$244K0.1%-8.4%0.000%
5/7/2024 WNY Asset Management LLC1,905$284K0.0%-20.0%0.001%
5/7/2024 Sei Investments Co.742,109$110.49M0.2%+7.0%0.195%
5/7/2024 Concurrent Investment Advisors LLC2,349$350K0.0%-5.5%0.001%
5/7/2024 Atomi Financial Group Inc.23,778$3.54M0.3%+949.8%0.006%
5/7/2024 Swiss National Bank1,140,500$169.81M0.1%-4.4%0.300%
5/7/2024 Forsta AP Fonden71,000$10.57M0.1%+11.6%0.019%
5/7/2024 Oppenheimer Asset Management Inc.71,256$10.61M0.2%-15.0%0.019%
5/7/2024 Oppenheimer & Co. Inc.19,989$2.98M0.0%-8.6%0.005%
5/7/2024 ANTIPODES PARTNERS Ltd585,521$87.18M2.8%-3.9%0.154%
5/7/2024 Hilltop National Bank5,489$817K0.3%N/A0.001%
5/7/2024 Wealthspire Advisors LLC5,179$771K0.0%+2.3%0.001%
5/7/2024 SG Americas Securities LLC55,323$8.24M0.0%+236.2%0.015%
5/7/2024 Empowered Funds LLC7,846$1.17M0.0%-48.0%0.002%
5/7/2024 AIA Group Ltd6,495$967K0.0%N/A0.002%
5/6/2024 LSV Asset Management1,377,240$205.06M0.4%-26.5%0.362%
5/6/2024 Envestnet Portfolio Solutions Inc.15,817$2.36M0.0%+20.4%0.004%
5/6/2024 Empirical Finance LLC14,444$2.15M0.1%+3.3%0.004%
5/6/2024 Gallacher Capital Management LLC1,377$205K0.1%-32.3%0.000%
5/6/2024 Manchester Capital Management LLC2,676$398K0.0%+4.1%0.001%
5/6/2024 Advisory Alpha LLC1,707$254K0.0%N/A0.000%
5/4/2024 Evolution Advisers Inc.431$65K0.0%-41.3%0.000%
5/4/2024 Geneos Wealth Management Inc.3,576$532K0.0%-91.9%0.001%
5/4/2024 Richardson Financial Services Inc.1,470$219K0.2%N/A0.000%
5/4/2024 Capital Management Associates NY6,560$977K1.2%-7.9%0.002%
5/3/2024 Signaturefd LLC8,955$1.33M0.0%-0.8%0.002%
5/3/2024 FDx Advisors Inc.5,314$791K0.1%-64.8%0.001%
5/3/2024 Pzena Investment Management LLC7,297,565$1.09B3.8%-5.9%1.919%
5/3/2024 Larson Financial Group LLC1,064$158K0.0%+101.1%0.000%
5/3/2024 Rehmann Capital Advisory Group11,844$1.76M0.1%+10.6%0.003%
5/3/2024 Chevy Chase Trust Holdings LLC213,491$31.79M0.1%-0.9%0.056%
5/3/2024 Commerce Bank307,842$45.84M0.3%+2,119.5%0.081%
5/3/2024 Wellington Shields Capital Management LLC25,808$3.84M0.7%-7.9%0.007%
5/3/2024 AA Financial Advisors LLC1,597$238K0.1%N/A0.000%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S11,264$1.68M0.0%-79.9%0.003%
5/3/2024 Comprehensive Financial Consultants Institutional Inc.6,427$957K0.4%-3.2%0.002%
5/3/2024 Central Pacific Bank Trust Division7,650$1.11M0.1%N/A0.002%
5/3/2024 Whittier Trust Co. of Nevada Inc.718$107K0.0%+11.7%0.000%
5/3/2024 Whittier Trust Co.4,059$604K0.0%+87.9%0.001%
5/2/2024 Blume Capital Management Inc.64,291$9.57M2.3%-0.2%0.017%
5/2/2024 Mutual of America Capital Management LLC49,874$7.43M0.1%-2.2%0.013%
5/2/2024 Wright Investors Service Inc.5,662$843K0.2%N/A0.001%
5/2/2024 Daiwa Securities Group Inc.62,520$9.31M0.1%-0.7%0.016%
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5/2/2024 Graypoint LLC5,604$834K0.1%-4.7%0.001%
5/2/2024 Nordea Investment Management AB27,418$4.08M0.0%+2.8%0.007%
5/2/2024 Hosking Partners LLP365,782$54.46M2.0%+0.9%0.096%
5/2/2024 Bryn Mawr Capital Management LLC2,477$369K0.0%-3.3%0.001%
5/2/2024 Fidelis Capital Partners LLC3,354$499K0.1%+81.1%0.001%
5/2/2024 Choreo LLC2,828$421K0.0%+33.3%0.001%
5/2/2024 Tokio Marine Asset Management Co. Ltd.9,686$1.44M0.1%+7.4%0.003%
5/2/2024 Main Street Research LLC1,519$226K0.0%N/A0.000%
5/2/2024 Palisade Asset Management LLC500$74K0.0%N/A0.000%
5/1/2024 GLOBALT Investments LLC GA5,881$876K0.0%+3.0%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, 1,150 institutional investors and hedge funds held shares of Capital One Financial. The most heavily invested institutionals were Vanguard Group Inc. ($4.60B), Dodge & Cox ($3.38B), BlackRock Inc. ($2.67B), Capital World Investors ($1.97B), State Street Corp ($1.78B), Capital Research Global Investors ($1.60B), and Berkshire Hathaway Inc ($1.36B).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 955 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: Berkshire Hathaway Inc ($12.47M), Capital Research Global Investors ($9.75M), Pzena Investment Management LLC ($3.84M), Franklin Resources Inc. ($3.72M), Clearbridge Investments LLC ($3.62M), Norges Bank ($3.13M), and Dodge & Cox ($2.49M).

How much institutional buying is happening at Capital One Financial?

Institutional investors have bought a total of 75,742,712 shares in the last 24 months. This purchase volume represents approximately $8.03B in transactions.

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

Of the 713 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: FMR LLC ($5.85M), State Street Corp ($2.78M), Robeco Institutional Asset Management B.V. ($1.99M), LSV Asset Management ($1.38M), Aristotle Capital Management LLC ($1.37M), Ameriprise Financial Inc. ($1.32M), and Capital World Investors ($997.81K).

How much institutional selling is happening at Capital One Financial?

Institutional investors have sold a total of 48,364,351 shares in the last 24 months. This volume of shares sold represents approximately $5.07B in transactions.


This page (NYSE:COF) was last updated on 5/14/2024 by MarketBeat.com Staff

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