Free Trial

Capital One Financial (COF) Institutional Ownership

Capital One Financial logo
$180.32 -2.76 (-1.51%)
As of 03:59 PM Eastern

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

Current
Institutional Ownership
Percentage
89.84%
Number of
Institutional Buyers
(last 12 months)
815
Total
Institutional Inflows
(last 12 months)
$9.06B
Number of
Institutional Sellers
(last 12 months)
563
Total
Institutional Outflows
(last 12 months)
$5.52B
Get COF Insider Trade Alerts

Want to know when executives and insiders are buying or selling Capital One Financial stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
4/30/2025State of Michigan Retirement System110,556$19.82M0.1%-0.2%0.029%
4/30/2025Cerity Partners LLC104,263$18.69M0.0%+14.1%0.027%
4/30/2025Hara Capital LLC2,465$442K0.3%-2.8%0.001%
4/30/2025Allworth Financial LP5,286$978K0.0%+3.5%0.001%
4/30/2025Peddock Capital Advisors LLC12,414$2.23M0.6%-3.1%0.003%
4/30/2025Quotient Wealth Partners LLC3,725$668K0.0%-8.7%0.001%
4/30/2025Nisa Investment Advisors LLC154,391$27.68M0.1%0.0%0.040%
4/30/2025Banque Pictet & Cie SA2,126$381K0.0%N/A0.001%
4/30/2025LBP AM SA1,363$244K0.0%-6.8%0.000%
4/30/2025Axxcess Wealth Management LLC9,628$1.73M0.0%+54.6%0.003%
4/30/2025New Mexico Educational Retirement Board17,817$3.20M0.1%-2.2%0.005%
4/30/2025Westbourne Investment Advisors Inc.6,300$1.13M0.4%-2.4%0.002%
4/30/2025Rehmann Capital Advisory Group11,341$2.03M0.1%+4.6%0.003%
4/30/2025Aspen Wealth Strategies LLC4,436$795K0.5%-2.6%0.001%
4/30/2025Greenleaf Trust10,917$1.96M0.0%+2.1%0.003%
4/30/2025Optimum Investment Advisors800$143K0.1%+700.0%0.000%
4/30/2025DekaBank Deutsche Girozentrale84,057$14.07M0.0%-4.0%0.022%
4/30/2025Personal CFO Solutions LLC4,980$893K0.2%+19.6%0.001%
4/30/2025Valeo Financial Advisors LLC6,210$1.11M0.0%+12.6%0.002%
4/30/2025M&T Bank Corp118,859$21.31M0.1%-4.8%0.031%
4/30/2025Stratos Wealth Partners LTD.6,022$1.08M0.0%-20.1%0.002%
4/30/2025Blackhawk Capital Partners LLC.1,170$210K0.1%-8.9%0.000%
4/30/2025Black Diamond Financial LLC1,651$296K0.0%N/A0.000%
4/30/2025Navalign LLC8,254$1.48M0.4%-4.6%0.002%
4/30/2025Brown Advisory Inc.55,045$9.87M0.0%-2.2%0.014%
4/30/2025Crossmark Global Holdings Inc.36,997$6.63M0.1%+10.2%0.010%
4/29/2025 U.S. Capital Wealth Advisors LLC1,454$261K0.0%N/A0.000%
4/29/2025 Richard Bernstein Advisors LLC15,168$2.72M0.1%N/A0.004%
4/29/2025 TD Private Client Wealth LLC1,521$273K0.0%+13.3%0.000%
4/29/2025 Envestnet Asset Management Inc.677,389$121.46M0.0%+10.0%0.178%
4/29/2025 Penserra Capital Management LLC1,851$331K0.0%-32.3%0.000%
4/29/2025 Whelan Financial2,560$459K0.2%N/A0.001%
4/29/2025 Burke & Herbert Bank & Trust Co.9,500$1.70M0.4%+3.0%0.002%
4/29/2025 Concurrent Investment Advisors LLC17,789$3.19M0.1%+6.7%0.005%
4/29/2025 Bank of New York Mellon Corp4,961,063$889.52M0.2%+23.7%1.300%
4/29/2025 World Investment Advisors9,576$1.72M0.0%-3.9%0.003%
4/29/2025 Wayfinding Financial LLC375$67K0.0%N/A0.000%
4/29/2025 Truist Financial Corp201,564$36.14M0.1%-1.1%0.053%
4/29/2025 Capital Investment Advisory Services LLC2,107$378K0.0%N/A0.001%
4/29/2025 Kintegral Advisory LLC2,224$399K0.1%-32.9%0.001%
Trump Orders 'National Digital Asset Stockpile' (Ad)

‘Digital Asset Reserve’ for THIS Coin??? Get all the details before this story gains even more traction

SHOW ME THE #1 CRYPTO TO OWN RIGHT NOW
4/29/2025 Catalyst Capital Advisors LLC527$94K0.0%+45.2%0.000%
4/29/2025 IFM Investors Pty Ltd86,517$15.51M0.2%+8.6%0.023%
4/29/2025 OneDigital Investment Advisors LLC4,287$769K0.0%+39.5%0.001%
4/29/2025 44 Wealth Management LLC1,193$214K0.1%-6.5%0.000%
4/29/2025 Calamos Wealth Management LLC1,822$327K0.0%N/A0.000%
4/29/2025 Aviance Capital Partners LLC14,091$2.53M0.4%-11.4%0.004%
4/29/2025 Aurora Private Wealth Inc.11,471$2.06M0.5%N/A0.003%
4/28/2025 TKG Advisors LLC27,939$5.01M2.5%+5.0%0.007%
4/28/2025 D.A. Davidson & CO.56,304$10.10M0.1%-1.1%0.015%
4/28/2025 Principal Financial Group Inc.425,426$76.28M0.0%-0.5%0.112%
4/28/2025 Xcel Wealth Management LLC23,440$4.20M1.3%N/A0.006%
4/28/2025 Mutual Advisors LLC1,178$215K0.0%N/A0.000%
4/28/2025 Teacher Retirement System of Texas73,430$13.17M0.1%+226.0%0.019%
4/28/2025 Sebold Capital Management Inc.5,270$945K0.6%-2.8%0.001%
4/28/2025 First Horizon Advisors Inc.5,255$942K0.0%-11.1%0.001%
4/28/2025 Novem Group1,406$252K0.0%N/A0.000%
4/28/2025 Hudson Edge Investment Partners Inc.35,068$6.29M1.3%-20.3%0.009%
4/28/2025 Private Trust Co. NA1,614$289K0.0%-4.3%0.000%
4/28/2025 Pinnacle Financial Partners Inc12,540$2.24M0.0%-13.8%0.003%
4/28/2025 Kanawha Capital Management LLC38,767$6.95M0.5%-0.8%0.010%
4/28/2025 Aaron Wealth Advisors LLC3,282$588K0.1%+3.2%0.001%
4/28/2025 Rossby Financial LCC264$48K0.0%N/A0.000%
4/28/2025 DAVENPORT & Co LLC68,486$12.28M0.1%+0.1%0.018%
4/28/2025 Summit Trail Advisors LLC6,844$1.23M0.0%+63.2%0.002%
4/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd49,459$8.87M0.1%+7.1%0.013%
4/28/2025 Cidel Asset Management Inc.5,686$1.02M0.1%-5.5%0.001%
4/28/2025 BLB&B Advisors LLC24,014$4.31M0.2%N/A0.006%
4/28/2025 Vontobel Holding Ltd.17,172$3.08M0.0%+10.3%0.005%
4/25/2025 Mather Group LLC.1,281$230K0.0%+14.3%0.000%
4/25/2025 Alta Advisers Ltd2,079$373K0.2%+62.5%0.001%
4/25/2025 Unified Investment Management4,194$752K0.9%-16.5%0.001%
4/25/2025 G&S Capital LLC13,374$2.40M1.0%+0.7%0.004%
4/25/2025 First Fiduciary Investment Counsel Inc.56,426$10.12M2.2%-2.7%0.015%
4/25/2025 Valley National Advisers Inc.3,473$622K0.1%-4.0%0.001%
4/25/2025 LifePlan Financial LLC1,174$210K0.2%-5.0%0.000%
4/25/2025 New York State Teachers Retirement System349,490$62.66M0.1%-4.5%0.092%
4/25/2025 Amalgamated Bank74,229$13.31M0.1%+1.0%0.019%
4/25/2025 Citizens National Bank Trust Department328$59K0.0%+25.7%0.000%
4/25/2025 KBC Group NV853,840$153.09M0.5%+36.9%0.224%
4/25/2025 Sovran Advisors LLC23,521$4.22M0.5%+6.7%0.006%
4/25/2025 Colonial River Investments LLC3,630$651K0.4%N/A0.001%
4/25/2025 Sumitomo Mitsui Trust Group Inc.931,274$166.98M0.1%+7.5%0.244%
4/24/2025 Confluence Wealth Services Inc.1,599$282K0.0%N/A0.000%
4/24/2025 Allspring Global Investments Holdings LLC209,533$37.34M0.1%+160.6%0.055%
4/24/2025 Highland Capital Management LLC20,870$3.74M0.2%N/A0.005%
4/24/2025 3Chopt Investment Partners LLC9,021$1.62M0.4%N/A0.002%
4/24/2025 Mirae Asset Global Investments Co. Ltd.59,882$10.01M0.0%+18.6%0.016%
4/24/2025 Lafayette Investments Inc.1,734$311K0.1%N/A0.000%
4/24/2025 Money Concepts Capital Corp1,372$246K0.0%-12.3%0.000%
4/24/2025 Waverton Investment Management Ltd35,575$6.38M0.1%N/A0.009%
Top performing AI play of the decade…? (The answer will shock you) (Ad)

You’ve seen the headlines about Nvidia. Now Tim Sykes is sounding the alarm — because what CEO Jensen Huang is about to announce could change the AI market once again. Experts already predict the total addressable market could climb past $20 trillion. But Sykes believes most investors have missed what’s coming next. He’s tracking a new shift — and says the biggest gains are still ahead.

Click to find out what Nvidia’s CEO might reveal… and how Sykes is preparing to ride the wave.
4/24/2025 Artemis Investment Management LLP444,690$79.73M1.2%+69.0%0.117%
4/24/2025 Bartlett & CO. Wealth Management LLC470$84K0.0%+115.6%0.000%
4/24/2025 Illinois Municipal Retirement Fund55,070$9.87M0.1%-24.2%0.014%
4/24/2025 Transcend Capital Advisors LLC12,895$2.31M0.2%+2.5%0.003%
4/24/2025 Trust Co. of Vermont17,774$3.19M0.2%-2.2%0.005%
4/24/2025 Diversified Trust Co15,736$2.82M0.1%+4.5%0.004%
4/24/2025 Nadler Financial Group Inc.36,973$6.63M0.7%-1.4%0.010%
4/24/2025 PDS Planning Inc2,003$359K0.0%+7.6%0.001%
4/24/2025 Bank of Stockton3,065$550K0.2%-4.1%0.001%
4/23/2025 KG&L Capital Management LLC3,059$549K0.2%+11.3%0.001%
(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, 1,370 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 1,149 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 106,100,851 shares in the last 24 months. This purchase volume represents approximately $14.62B in transactions.

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

Of the 766 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 52,040,792 shares in the last 24 months. This volume of shares sold represents approximately $7.59B in transactions.



This page (NYSE:COF) was last updated on 4/30/2025 by MarketBeat.com Staff
From Our Partners