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Capital One Financial (COF) Institutional Ownership

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$195.69 -2.38 (-1.20%)
As of 09:45 AM Eastern
This is a fair market value price provided by Massive. Learn more.

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

Current
Institutional Ownership
Percentage
89.84%
Number of
Institutional Buyers
(last 12 months)
1423
Total
Institutional Inflows
(last 12 months)
$23.40B
Number of
Institutional Sellers
(last 12 months)
921
Total
Institutional Outflows
(last 12 months)
$10.31B
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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
10/14/2026First Citizens Bank & Trust Co.17,213$3.32M0.0%+84.6%0.003%
10/14/2026Focus Financial Network Inc.1,090$210K0.0%N/A0.000%
10/14/2026JM2 Capital Inc.4,690$906K0.6%+1.9%0.001%
10/14/2026Virginia Estate & Retirement Planning Advisors Inc.200$39K0.0%N/A0.000%
10/14/2026Salem Investment Counselors Inc.43,839$8.46M0.2%-0.2%0.007%
10/14/2026Signal Advisors Wealth LLC4,006$773K0.0%+128.7%0.001%
10/14/2026Foster Group Inc.1,692$327K0.0%-12.6%0.000%
10/14/2026B. Riley Wealth Advisors Inc.46,494$8.98M0.3%+19.1%0.008%
10/14/2026Krilogy Financial LLC25,629$4.95M0.1%+69.0%0.004%
10/13/2026Mechanics Bank Trust Department1,195$231K0.0%+9.5%0.000%
10/13/2026Forvis Mazars Wealth Advisors LLC68,751$13.27M0.2%+224.5%0.011%
10/13/2026Courier Capital LLC17,246$3.33M0.6%+64.3%0.003%
10/13/2026Fragasso Financial Advisors Inc1,772$353K0.0%+62.7%0.000%
10/13/2026Fermata Advisors LLC1,338$258K0.0%N/A0.000%
10/13/2026NorthCrest Asset Manangement LLC89,494$16.23M0.4%+21.4%0.015%
10/13/2026Avior Wealth Management LLC3,978$768K0.0%-12.8%0.001%
10/13/2026Perpetual Ltd13,670$2.64M0.0%+144.1%0.002%
10/13/2026Scott Capital Advisors LLC1,155$226K0.0%N/A0.000%
10/10/2026Adirondack Capital Advisors LLC6,960$1.34M0.7%-4.2%0.001%
10/10/2026Armstrong Advisory Group Inc.11,253$2.17M0.1%+235.3%0.002%
10/10/2026Marquette Asset Management LLC691$133K0.0%+584.2%0.000%
10/10/2026Gilpin Wealth Management LLC141$27K0.0%N/A0.000%
10/9/2026GK Wealth Management LLC1,054$203K0.1%N/A0.000%
10/9/2026Riversedge Advisors LLC12,308$2.38M0.3%+245.6%0.002%
10/9/2026Wedmont Private Capital20,496$3.96M0.1%+82.0%0.003%
10/9/2026Athena Wealth Management LLC5,985$1.16M0.8%+3.7%0.001%
10/9/2026Journey Retirement Planning & Investment Management LLC1,450$280K0.2%N/A0.000%
10/9/2026Breakwater Capital Group9,341$1.80M0.2%+373.4%0.002%
10/9/2026LifeGoal Investments LLC2,929$566K0.2%+45.2%0.000%
10/9/2026Mn Services Vermogensbeheer B.V.176,401$34.06M0.2%+1.2%0.029%
10/9/2026Diversified Management Inc.14,480$2.80M0.5%N/A0.002%
10/9/2026Green Ridge Wealth Planning LLC4,763$920K0.4%+166.4%0.001%
10/9/2026Acropolis Investment Management LLC3,051$589K0.0%-7.7%0.000%
10/8/2026Farther Finance Advisors LLC43,957$8.49M0.1%+118.9%0.007%
10/8/2026CoreCap Advisors LLC1,670$322K0.0%+30.7%0.000%
10/8/2026Artemis Investment Management LLP69,120$13.35M0.1%-44.5%0.011%
10/8/2026YHB Investment Advisors Inc.9,973$1.93M0.1%-0.7%0.002%
10/8/2026Titleist Asset Management LLC1,292$249K0.0%-6.8%0.000%
10/8/2026Apella Capital LLC8,434$1.63M0.0%+326.8%0.001%
10/8/2026Everhart Financial Group Inc.10,262$1.98M0.1%+90.0%0.002%
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10/8/2026Avidian Wealth Enterprises LLC8,941$1.73M0.0%-5.8%0.001%
10/8/2026Valeo Financial Advisors LLC7,542$1.46M0.0%+4.4%0.001%
10/8/2026New Covenant Trust Company N.A.1,368$264K0.2%+6.2%0.000%
10/8/2026Toth Financial Advisory Corp1,305$252K0.0%+40.0%0.000%
10/7/2026Venture Visionary Partners LLC65,863$12.72M0.3%+14.4%0.011%
10/7/2026Elevation Wealth Partners LLC552$107K0.0%+115.6%0.000%
10/7/2026Retirement Wealth Solutions LLC210$41K0.0%+1,650.0%0.000%
10/7/2026Elm3 Financial Group LLC2,614$505K0.3%N/A0.000%
10/7/2026Wealth Enhancement Trust Services Inc.4,700$907K0.1%-21.9%0.001%
10/7/2026Bank & Trust Co5,216$989K0.5%+2.0%0.001%
10/7/2026S.E.E.D. Planning Group LLC3,722$719K0.2%+203.6%0.001%
10/7/2026Kwmg LLC39,426$7.61M0.6%+2.5%0.006%
10/7/2026First Community Trust NA1,123$217K0.1%+76.9%0.000%
10/6/2026Moody National Bank Trust Division1,815$350K0.0%-13.7%0.000%
10/6/2026Legacy Private Trust Co.22,983$4.44M0.2%+1,544.0%0.004%
10/5/2026Park National Corp OH95,926$18.52M0.5%+1.9%0.016%
10/5/2026Neville Rodie & Shaw Inc.8,149$1.57M0.1%+117.3%0.001%
10/5/2026Baker Tilly Wealth Management LLC6,303$1.22M0.2%+7.7%0.001%
10/5/2026Ferguson Wellman Capital Management Inc.23,240$4.49M0.1%-1.8%0.004%
10/5/2026MassMutual Private Wealth & Trust FSB10,804$1.91M0.0%+12.0%0.002%
10/2/2026 First Citizens Financial Corp1,607$310K0.1%-5.1%0.000%
10/2/2026 CX Institutional8,551$1.65M0.0%+79.4%0.001%
10/2/2026 GoalVest Advisory LLC536$103K0.0%+183.6%0.000%
10/1/2026 Montecito Bank & Trust10,918$2.11M0.3%+262.5%0.002%
9/29/2026Cim Investment Management Inc.1,719$345K0.1%-8.7%0.000%
9/23/2026QRG Capital Management Inc.118,061$23.69M0.2%+32.3%0.019%
9/23/2026Envestnet Portfolio Solutions Inc.27,625$5.54M0.0%+37.3%0.005%
9/23/2026Envestnet Asset Management Inc.2,274,188$456.25M0.1%+43.8%0.371%
9/22/2026Andra AP fonden77,723$15.59M0.2%-26.6%0.013%
9/22/2026State Street Corp57,278,732$11.49B0.2%+107.9%9.337%
9/18/2026Security National Bank of SO Dak590$118K0.1%N/A0.000%
9/15/2026SkyView Investment Advisors LLC750$150K0.1%N/A0.000%
9/11/2026Smith Chas P & Associates PA Cpas35,138$7.05M0.3%-6.9%0.006%
9/9/2026Junto Capital Management LP294,794$59.14M1.0%+30.0%0.048%
9/9/2026The Manufacturers Life Insurance Company365,685$73.36M0.0%-11.2%0.060%
9/9/2026Sequoia Financial Advisors LLC25,766$5.17M0.0%+12.8%0.004%
9/9/2026Van Hulzen Asset Management LLC1,006$202K0.0%N/A0.000%
9/9/2026MCF Advisors LLC9,488$1.90M0.1%+5.6%0.002%
9/9/2026National Pension Service1,472,473$295.41M0.2%+1.6%0.240%
9/9/2026Engineers Gate Manager LP197,168$39.56M0.5%+480.4%0.032%
9/9/2026Cidel Asset Management Inc.7,783$1.56M0.1%-2.6%0.001%
9/9/2026Capital Analysts LLC2,435$488K0.0%+23.9%0.000%
9/9/2026SVB Wealth LLC3,347$672K0.0%-13.1%0.001%
9/9/2026Pinnacle Wealth Management Advisory Group LLC4,058$814K0.0%+38.9%0.001%
9/9/2026NorthRock Partners LLC6,279$1.26M0.0%-0.9%0.001%
9/9/2026Integrated Wealth Concepts LLC48,656$9.76M0.1%-2.4%0.008%
9/9/2026Community Bank N.A.409$82K0.0%+20.6%0.000%
9/9/2026RFG Advisory LLC7,978$1.60M0.0%+15.0%0.001%
9/9/2026NewEdge Advisors LLC39,306$7.89M0.0%+13.1%0.006%
9/9/2026Steamboat Capital Partners LLC38,546$7.73M1.7%-1.4%0.006%
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9/9/2026IFP Advisors Inc9,342$1.87M0.0%-36.5%0.002%
9/9/2026Governors Lane LP99,742$20.01M1.5%+48.9%0.016%
9/9/2026Baird Financial Group Inc.249,039$49.96M0.1%+17.0%0.041%
9/8/2026Mraz Amerine & Associates Inc.12,909$2.59M0.4%N/A0.002%
9/8/2026Allworth Financial LP21,940$4.40M0.0%+5.2%0.004%
9/8/2026Arizona State Retirement System165,992$33.30M0.2%-4.7%0.027%
9/8/2026West Family Investments Inc.4,181$839K0.2%+219.4%0.001%
9/8/2026Waverly Advisors LLC15,493$3.11M0.0%+35.1%0.003%
9/8/2026Bank OZK4,945$992K0.3%-1.4%0.001%
9/8/2026Empirical Finance LLC22,865$4.59M0.2%+3.2%0.004%


COF Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,292 institutional investors and hedge funds held shares of Capital One Financial. The most heavily invested institutionals were Vanguard Group Inc. ($13.79B), State Street Corp ($11.49B), BlackRock Inc. ($10.24B), Capital World Investors ($6.00B), Geode Capital Management LLC ($3.40B), Franklin Resources Inc. ($3.02B), and Dodge & Cox ($2.22B).Learn more on Capital One Financial's institutional investors.

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

Of the 2,130 institutional investors that purchased Capital One Financial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingstone Capital Partners Texas LLC ($117.45M), State Street Corp ($40.67M), Vanguard Group Inc. ($25.39M), Norges Bank ($19.93M), Bank of America Corp DE ($7.45M), Geode Capital Management LLC ($5.84M), and Boston Partners ($5.06M).

Institutional investors have bought a total of 111,705,278 shares in the last 24 months. This purchase volume represents approximately $23.40B in transactions.

Of the 919 institutional investors that sold Capital One Financial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Viking Global Investors LP ($4.44M), Dodge & Cox ($3.69M), Capital Research Global Investors ($2.54M), Bank of New York Mellon Corp ($1.58M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($1.37M), Capital World Investors ($1.23M), and Samlyn Capital LLC ($1.07M).

Institutional investors have sold a total of 45,711,474 shares in the last 24 months. This volume of shares sold represents approximately $10.31B in transactions.



Institutional ownership data for NYSE:COF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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