Capital One Financial (COF) Institutional Ownership

$146.20
+0.23 (+0.16%)
(As of 04/26/2024 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)
680
Total
Institutional Inflows
(last 12 months)
$5.57B
Number of
Institutional Sellers
(last 12 months)
499
Total
Institutional Outflows
(last 12 months)
$2.12B
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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
4/27/2024Nadler Financial Group Inc.39,072$5.82M0.7%-0.4%0.010%
4/27/2024Conning Inc.3,095$461K0.0%-3.7%0.001%
4/27/2024Salzhauer Michael5,991$892K0.7%-48.2%0.002%
4/26/2024Pinnacle Associates Ltd.16,549$2.46M0.0%-6.0%0.004%
4/26/2024Securian Asset Management Inc.22,404$3.34M0.1%-7.1%0.006%
4/26/2024UMB Bank n.a.4,201$625K0.0%-32.4%0.001%
4/26/2024Yousif Capital Management LLC61,718$9.19M0.1%-3.0%0.016%
4/26/2024YHB Investment Advisors Inc.15,757$2.35M0.2%-7.7%0.004%
4/26/2024First National Trust Co3,355$500K0.0%-2.2%0.001%
4/26/2024SYSTM Wealth Solutions LLC4,078$607K0.1%+4.1%0.001%
4/26/2024Sumitomo Life Insurance Co.4,815$717K0.0%-5.3%0.001%
4/26/2024 Mesirow Financial Investment Management Inc.1,602$239K0.0%N/A0.000%
4/26/2024Carr Financial Group Corp2,041$304K0.1%N/A0.001%
4/26/2024MONECO Advisors LLC1,461$218K0.0%N/A0.000%
4/26/2024KG&L Capital Management LLC2,108$314K0.1%+6.9%0.001%
4/26/2024Verdence Capital Advisors LLC3,544$528K0.0%-32.4%0.001%
4/26/2024Tritonpoint Wealth LLC49,246$7.33M0.7%-5.4%0.013%
4/25/2024New York State Teachers Retirement System443,563$66.04M0.1%-2.1%0.117%
4/25/2024Mendota Financial Group LLC577$86K0.1%-14.9%0.000%
4/25/2024Bank of New York Mellon Corp3,228,954$480.76M0.1%-2.0%0.849%
4/25/2024Kinneret Advisory LLC26,733$3.98M0.4%-0.3%0.007%
4/25/2024Bridges Investment Management Inc.9,750$1.45M0.0%-5.1%0.003%
4/25/2024Smith Chas P & Associates PA Cpas2,829$421K0.0%+2.8%0.001%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 258,756$38.53M0.1%+6.3%0.068%
4/25/2024Fjarde AP Fonden Fourth Swedish National Pension Fund66,009$9.83M0.1%+1.1%0.017%
4/25/2024Aaron Wealth Advisors LLC1,731$258K0.0%N/A0.000%
4/25/2024 Greylin Investment Management Inc4,720$703K0.1%-22.2%0.001%
4/25/2024 IMA Wealth Inc.13,483$2.01M0.9%-0.7%0.004%
4/25/2024 Summit Financial LLC1,522$227K0.0%N/A0.000%
4/25/2024 Cambridge Investment Research Advisors Inc.27,428$4.08M0.0%-5.7%0.007%
4/24/2024 Polaris Capital Management LLC237,408$35.35M1.8%-24.0%0.062%
4/24/2024 CENTRAL TRUST Co3,931$585K0.0%-11.1%0.001%
4/24/2024 V Square Quantitative Management LLC4,380$652K0.1%+54.4%0.001%
4/24/2024 Premier Path Wealth Partners LLC3,497$521K0.1%-1.9%0.001%
4/24/2024 Round Rock Advisors LLC14,563$2.17M0.5%-13.5%0.004%
4/24/2024 Dakota Wealth Management49,269$7.34M0.2%-15.4%0.013%
4/24/2024 Simplicity Wealth LLC7,051$1.05M0.0%N/A0.002%
4/24/2024 Essex Financial Services Inc.1,355$202K0.0%N/A0.000%
4/24/2024 Assenagon Asset Management S.A.116,565$17.36M0.0%-42.5%0.031%
4/23/2024 Global Retirement Partners LLC1,685$251K0.0%+35.5%0.000%
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4/23/2024 Louisiana State Employees Retirement System22,100$3.29M0.1%-3.9%0.006%
4/23/2024 Sage Mountain Advisors LLC1,672$249K0.0%N/A0.000%
4/23/2024 Amalgamated Bank78,307$11.66M0.1%-20.6%0.021%
4/23/2024 New Mexico Educational Retirement Board19,217$2.86M0.1%-3.0%0.005%
4/23/2024 Fifth Third Bancorp16,812$2.50M0.0%-10.9%0.004%
4/23/2024 Summit Trail Advisors LLC4,309$642K0.0%+51.9%0.001%
4/23/2024 Regatta Capital Group LLC7,772$1.16M0.3%+5.7%0.002%
4/23/2024 Stablepoint Partners LLC43,072$6.41M1.3%+7.3%0.011%
4/23/2024 Cigna Investments Inc. New4,005$597K0.1%-1.9%0.001%
4/23/2024 Bank of Stockton2,518$375K0.1%N/A0.001%
4/23/2024 Hanson & Doremus Investment Management670$100K0.0%-15.5%0.000%
4/23/2024 Raymond James Financial Services Advisors Inc.101,391$15.10M0.0%+1.2%0.027%
4/23/2024 Stonegate Investment Group LLC3,359$500K0.0%+3.6%0.001%
4/23/2024 Sutton Place Investors LLC2,616$389K0.2%N/A0.001%
4/22/2024 Harbour Trust & Investment Management Co1,760$262K0.0%-5.4%0.000%
4/22/2024 PFG Investments LLC1,606$239K0.0%N/A0.000%
4/22/2024 Raymond James & Associates486,387$72.42M0.0%+23.7%0.128%
4/22/2024 Westbourne Investment Advisors Inc.6,665$992K0.4%-8.3%0.002%
4/22/2024 IFM Investors Pty Ltd85,666$12.76M0.1%-1.1%0.023%
4/22/2024 Everpar Advisors LLC3,908$582K0.4%-45.8%0.001%
4/19/2024 FORVIS Wealth Advisors LLC22,763$3.39M0.1%-7.5%0.006%
4/19/2024 First Trust Direct Indexing L.P.13,872$2.07M0.2%+9.1%0.004%
4/19/2024 Kovack Advisors Inc.2,281$340K0.0%+8.4%0.001%
4/19/2024 Norden Group LLC15,041$2.24M0.0%N/A0.004%
4/19/2024 Valley National Advisers Inc.16,366$2.44M0.4%+0.5%0.004%
4/19/2024 JTC Employer Solutions Trustee Ltd39,320$5.68M0.4%+12.3%0.010%
4/19/2024 State of Alaska Department of Revenue84,163$12.53M0.1%-3.9%0.022%
4/19/2024 Denali Advisors LLC4,100$610K0.2%-35.9%0.001%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.982,454$146.28M0.1%-0.8%0.258%
4/18/2024 Plimoth Trust Co. LLC2,474$368K0.1%-17.5%0.001%
4/18/2024 Financial Security Advisor Inc.3,255$485K0.2%+2.4%0.001%
4/18/2024 MV Capital Management Inc.222$33K0.0%-35.5%0.000%
4/18/2024 Applied Capital LLC FL1,379$205K0.2%N/A0.000%
4/18/2024 Financial Strategies Group Inc.37,802$5.43M1.5%+14.0%0.010%
4/18/2024 Farmers & Merchants Investments Inc.89,625$13.34M0.5%-0.7%0.024%
4/18/2024 Allspring Global Investments Holdings LLC88,881$13.23M0.0%+4.9%0.023%
4/18/2024 Park Place Capital Corp488$73K0.0%-39.1%0.000%
4/18/2024 Oliver Luxxe Assets LLC41,715$6.21M1.3%+32.7%0.011%
4/18/2024 Diversified Trust Co15,985$2.38M0.1%+198.0%0.004%
4/18/2024 Aviance Capital Partners LLC13,172$1.96M0.3%+4.1%0.003%
4/18/2024 SteelPeak Wealth LLC29,801$4.44M0.2%+62.1%0.008%
4/17/2024 Founders Financial Securities LLC7,311$1.09M0.1%+9.9%0.002%
4/17/2024 Vicus Capital1,361$203K0.0%N/A0.000%
4/17/2024 Alpha Omega Wealth Management LLC53,387$7.95M1.5%-1.2%0.014%
4/17/2024 Meridian Financial Partners LLC5,200$709K0.9%+4.2%0.001%
4/16/2024 MCF Advisors LLC1,311$195K0.0%-38.6%0.000%
4/16/2024 Trust Co. of Virginia VA1,506$224K0.0%N/A0.000%
4/16/2024 Webster Bank N. A.27,287$4.06M0.5%-1.4%0.007%
4/16/2024Kathmere Capital Management LLC2,957$440K0.1%+9.6%0.001%
4/16/2024 Norwood Financial Corp800$119K0.2%-31.6%0.000%
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4/16/2024 Sendero Wealth Management LLC53,325$7.94M1.4%-9.8%0.014%
4/16/2024 Courier Capital LLC11,108$1.65M0.1%-2.6%0.003%
4/16/2024 Hennessy Advisors Inc.7,000$1.04M0.0%+16.7%0.002%
4/16/2024 Transform Wealth LLC12,440$1.85M0.2%+2.6%0.003%
4/16/2024 Wealth Enhancement Advisory Services LLC17,119$2.55M0.0%-3.4%0.005%
4/16/2024 Procyon Advisors LLC15,225$2.27M0.2%+5.1%0.004%
4/15/2024 Aspiriant LLC3,220$479K0.0%+4.7%0.001%
4/15/2024 Brookstone Capital Management3,627$540K0.0%-5.9%0.001%
4/15/2024 Sunbelt Securities Inc.985$147K0.0%+24,525.0%0.000%
4/15/2024 Atlas Capital Advisors LLC459$68K0.0%+134.2%0.000%
(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, 1,174 institutional investors and hedge funds held shares of Capital One Financial. The most heavily invested institutionals were Vanguard Group Inc. ($4.02B), Dodge & Cox ($3.38B), BlackRock Inc. ($2.67B), Capital World Investors ($1.97B), State Street Corp ($1.78B), JPMorgan Chase & Co. ($1.72B), and Capital Research Global Investors ($1.60B).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 984 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 ($3.85M), Franklin Resources Inc. ($3.72M), Fisher Asset Management LLC ($3.21M), Norges Bank ($3.13M), and Clearbridge Investments LLC ($3.07M).

How much institutional buying is happening at Capital One Financial?

Institutional investors have bought a total of 78,337,720 shares in the last 24 months. This purchase volume represents approximately $8.34B in transactions.

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

Of the 723 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), BlackRock Inc. ($4.33M), State Street Corp ($2.78M), Robeco Institutional Asset Management B.V. ($1.99M), 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 54,449,694 shares in the last 24 months. This volume of shares sold represents approximately $5.84B in transactions.


This page (NYSE:COF) was last updated on 4/27/2024 by MarketBeat.com Staff

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