Capital One Financial (COF) Institutional Ownership

$149.39

+1.30 (+0.88%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 89.84%
Number of Institutional Buyers (last 12 months): 670
Total Institutional Inflows (last 12 months): $5.42B

Number of Institutional Sellers (last 12 months): 490
Total Institutional Outflows (last 12 months): $2.12B

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COF Institutional Buying and Selling by Quarter

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Capital One Financial Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/27/2024	Kintegral Advisory LLC	3,515	$487K	0.0%	-86.9%	0.001%
7/26/2024	Walkner Condon Financial Advisors LLC	1,590	$220K	0.0%	-17.0%	0.000%
7/26/2024	Conning Inc.	3,223	$446K	0.0%	+4.1%	0.001%
7/26/2024	Harbour Investments Inc.	9,508	$1.32M	0.0%	+2.1%	0.003%
7/26/2024	Eagle Bay Advisors LLC	1,139	$158K	0.1%	+607.5%	0.000%
7/26/2024	Patriot Financial Group Insurance Agency LLC	3,096	$429K	0.1%	+6.1%	0.001%
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7/26/2024	AustralianSuper Pty Ltd	1,056,967	$146.34M	0.8%	+0.1%	0.278%
7/26/2024	Cambridge Investment Research Advisors Inc.	29,239	$4.05M	0.0%	+6.6%	0.008%
7/26/2024	Atomi Financial Group Inc.	25,680	$3.56M	0.3%	+8.0%	0.007%
7/26/2024	Legato Capital Management LLC	15,219	$2.11M	0.3%	-31.4%	0.004%
7/26/2024	Allspring Global Investments Holdings LLC	86,858	$12.03M	0.0%	-2.3%	0.023%
7/26/2024	State of Michigan Retirement System	112,656	$15.60M	0.1%	-1.2%	0.030%
7/26/2024	Callan Family Office LLC	2,310	$320K	0.1%	N/A	0.001%
7/26/2024	Alpha Omega Wealth Management LLC	53,199	$7.37M	1.4%	-0.4%	0.014%
7/26/2024	Bailard Inc.	40,263	$5.57M	0.2%	-2.4%	0.011%
7/26/2024	Bank of New York Mellon Corp	3,198,351	$442.81M	0.1%	-0.9%	0.841%
7/26/2024	Salomon & Ludwin LLC	1,012	$140K	0.0%	-54.0%	0.000%
7/26/2024	IMA Advisory Services Inc.	13,627	$1.89M	0.4%	+1.1%	0.004%
7/26/2024	Van Strum & Towne Inc.	26,186	$3.63M	1.3%	-0.7%	0.007%
7/25/2024	Addison Capital Co	6,323	$875K	0.4%	+14.9%	0.002%
7/25/2024	Raymond James Trust N.A.	10,982	$1.52M	0.0%	-2.4%	0.003%
7/25/2024	AMG National Trust Bank	23,948	$3.32M	0.1%	-0.6%	0.006%
7/25/2024	Ceredex Value Advisors LLC	314,800	$43.58M	0.8%	-28.5%	0.083%
7/25/2024	Kanawha Capital Management LLC	40,290	$5.58M	0.4%	-0.6%	0.011%
7/25/2024	Destination Wealth Management	148,529	$20.56M	0.7%	-2.3%	0.039%
7/25/2024	Mn Services Vermogensbeheer B.V.	149,700	$20.73M	0.1%	-2.8%	0.039%
7/25/2024	Bank of Stockton	3,238	$448K	0.1%	+28.6%	0.001%
7/24/2024	LRI Investments LLC	2,360	$327K	0.0%	+1,304.8%	0.001%
7/24/2024	EdgeRock Capital LLC	494	$68K	0.1%	N/A	0.000%
7/24/2024	Family Firm Inc.	870	$120K	0.0%	N/A	0.000%
7/24/2024	Transcendent Capital Group LLC	1,058	$146K	0.1%	-69.1%	0.000%
7/24/2024	Retirement Systems of Alabama	84,288	$11.67M	0.0%	+0.4%	0.022%
7/24/2024	Quotient Wealth Partners LLC	4,780	$662K	0.0%	+59.4%	0.001%
7/24/2024	Premier Path Wealth Partners LLC	3,633	$503K	0.1%	+3.9%	0.001%
7/24/2024	Catalina Capital Group LLC	1,488	$206K	0.1%	N/A	0.000%
7/24/2024	New York State Teachers Retirement System	422,500	$58.50M	0.1%	-4.7%	0.111%
7/24/2024	My Legacy Advisors LLC	5,281	$731K	0.2%	N/A	0.001%
7/24/2024	Unique Wealth Strategies LLC	240	$36K	0.0%	N/A	0.000%
7/24/2024	Louisiana State Employees Retirement System	21,600	$2.99M	0.1%	-2.3%	0.006%
7/24/2024	&PARTNERS	5,184	$718K	0.0%	+270.8%	0.001%
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7/23/2024	Hennessy Advisors Inc.	6,000	$831K	0.0%	-14.3%	0.002%
7/23/2024	Plimoth Trust Co. LLC	2,244	$311K	0.1%	-9.3%	0.001%
7/23/2024	Joule Financial LLC	3,882	$537K	1.4%	+2.2%	0.001%
7/23/2024	Courier Capital LLC	10,490	$1.45M	0.1%	-5.6%	0.003%
7/23/2024	Busey Bank	3,268	$452K	0.0%	-9.6%	0.001%
7/23/2024	KG&L Capital Management LLC	2,670	$370K	0.1%	+26.7%	0.001%
7/23/2024	Lecap Asset Management Ltd.	7,631	$1.06M	0.2%	N/A	0.002%
7/23/2024	Fifth Third Wealth Advisors LLC	4,150	$575K	0.0%	N/A	0.001%
7/23/2024	MFA Wealth Advisors LLC	558	$77K	0.0%	N/A	0.000%
7/23/2024	Prossimo Advisors LLC	2,670	$370K	0.3%	+60.4%	0.001%
7/23/2024	XML Financial LLC	2,760	$382K	0.0%	-12.9%	0.001%
7/22/2024	Atria Wealth Solutions Inc.	13,490	$1.87M	0.0%	-2.0%	0.004%
7/22/2024	Security National Bank	520	$72K	0.0%	-38.8%	0.000%
7/22/2024	Aaron Wealth Advisors LLC	2,057	$285K	0.0%	+18.8%	0.001%
7/22/2024	Fifth Third Bancorp	17,743	$2.46M	0.0%	+5.5%	0.005%
7/22/2024	Chevy Chase Trust Holdings LLC	211,116	$29.23M	0.1%	-1.1%	0.056%
7/22/2024	Nadler Financial Group Inc.	38,833	$5.38M	0.6%	-0.6%	0.010%
7/22/2024	Hobbs Group Advisors LLC	209	$29K	0.0%	N/A	0.000%
7/22/2024	Sanibel Captiva Trust Company Inc.	11,675	$1.62M	0.1%	-11.5%	0.003%
7/22/2024	Cidel Asset Management Inc.	6,568	$909K	0.1%	-1.8%	0.002%
7/22/2024	Dakota Wealth Management	49,116	$6.80M	0.2%	-0.3%	0.013%
7/20/2024	First Horizon Advisors Inc.	7,244	$1.00M	0.0%	-5.1%	0.002%
7/20/2024	Continuum Advisory LLC	3,590	$497K	0.1%	+8.5%	0.001%
7/20/2024	Nisa Investment Advisors LLC	146,241	$20.25M	0.1%	-9.7%	0.038%
7/19/2024	Spectrum Financial Alliance Ltd LLC	27,041	$3.74M	1.3%	-6.6%	0.007%
7/19/2024	Cantor Fitzgerald Investment Advisors L.P.	17,443	$2.42M	0.2%	+5.3%	0.005%
7/19/2024	Greylin Investment Management Inc	3,945	$546K	0.1%	-16.4%	0.001%
7/19/2024	Western Wealth Management LLC	4,275	$592K	0.0%	+5.0%	0.001%
7/19/2024	Western Financial Corp CA	1,780	$246K	0.1%	-6.7%	0.000%
7/19/2024	Williams Financial LLC	5,688	$813K	0.0%	N/A	0.001%
7/19/2024	OFI Invest Asset Management	7,044	$910K	0.0%	N/A	0.002%
7/19/2024	Meridian Financial Partners LLC	5,484	$816K	0.5%	+5.5%	0.001%
7/19/2024	Accordant Advisory Group Inc	300	$42K	0.0%	N/A	0.000%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	857,075	$118.66M	0.1%	-12.8%	0.225%
7/19/2024	Sumitomo Life Insurance Co.	4,238	$587K	0.0%	-12.0%	0.001%
7/19/2024	Franklin Street Advisors Inc. NC	3,788	$524K	0.0%	-11.4%	0.001%
7/19/2024	Peddock Capital Advisors LLC	12,763	$1.77M	0.5%	-7.5%	0.003%
7/18/2024	Brookstone Capital Management	4,181	$625K	0.0%	+15.3%	0.001%
7/18/2024	Blue Trust Inc.	1,594	$237K	0.0%	+42.7%	0.000%
7/18/2024	Baker Tilly Wealth Management LLC	3,035	$420K	0.2%	-22.2%	0.001%
7/18/2024	Coronation Fund Managers Ltd.	48,755	$6.75M	0.2%	N/A	0.013%
7/18/2024	Assenagon Asset Management S.A.	25,485	$3.53M	0.0%	-78.1%	0.007%
7/18/2024	Valley National Advisers Inc.	15,757	$2.18M	0.3%	-3.7%	0.004%
7/17/2024	Financial Strategies Group Inc.	43,727	$5.99M	1.5%	+15.7%	0.012%
7/17/2024	Clear Harbor Asset Management LLC	3,689	$511K	0.0%	N/A	0.001%
7/17/2024	Comprehensive Financial Consultants Institutional Inc.	6,908	$956K	0.4%	+7.5%	0.002%
7/17/2024	Montecito Bank & Trust	2,697	$373K	0.1%	-12.5%	0.001%
7/17/2024	J.Safra Asset Management Corp	390	$54K	0.0%	N/A	0.000%
7/17/2024	First PREMIER Bank	4,389	$608K	0.2%	-9.6%	0.001%
7/17/2024	SteelPeak Wealth LLC	5,191	$719K	0.0%	-82.6%	0.001%
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7/17/2024	Lockerman Financial Group Inc.	1,800	$249K	0.5%	N/A	0.000%
7/17/2024	Country Club Bank	9,261	$1.24M	0.1%	-5.6%	0.002%
7/17/2024	TruWealth Advisors LLC	1,990	$275K	0.0%	+7.1%	0.001%
7/17/2024	AdvisorNet Financial Inc	14,739	$2.04M	0.2%	+2.3%	0.004%
7/16/2024	Envestnet Portfolio Solutions Inc.	16,203	$2.24M	0.0%	+2.4%	0.004%
7/16/2024	PGGM Investments	43,455	$6.02M	0.1%	+7.9%	0.011%
7/16/2024	Ferguson Wellman Capital Management Inc.	10,339	$1.43M	0.0%	-12.9%	0.003%
7/16/2024	V Square Quantitative Management LLC	8,127	$1.13M	0.2%	+85.5%	0.002%
7/16/2024	Great Valley Advisor Group Inc.	2,734	$379K	0.0%	+18.9%	0.001%
7/16/2024	Wealth Enhancement Advisory Services LLC	21,440	$2.97M	0.0%	+25.2%	0.006%

(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, 1,181 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), Capital Research Global Investors ($3.15B), BlackRock Inc. ($2.67B), Capital World Investors ($1.85B), State Street Corp ($1.78B), 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 985 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), 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 84,935,012 shares in the last 24 months. This purchase volume represents approximately $9.43B in transactions.
Which Capital One Financial major shareholders have been selling company stock?: Of the 715 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), Capital World Investors ($2.55M), Robeco Institutional Asset Management B.V. ($1.99M), LSV Asset Management ($1.38M), Aristotle Capital Management LLC ($1.37M), and Ameriprise Financial Inc. ($1.32M).
How much institutional selling is happening at Capital One Financial?: Institutional investors have sold a total of 48,738,777 shares in the last 24 months. This volume of shares sold represents approximately $5.21B in transactions.