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Capital One Financial (COF) Institutional Ownership

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$204.94 -0.18 (-0.09%)
Closing price 07/2/2026 03:59 PM Eastern
Extended Trading
$205.55 +0.61 (+0.30%)
As of 07/2/2026 07:58 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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)
1819
Total
Institutional Inflows
(last 12 months)
$58.16B
Number of
Institutional Sellers
(last 12 months)
914
Total
Institutional Outflows
(last 12 months)
$11.27B
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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
7/2/2026 MassMutual Private Wealth & Trust FSB9,647$1.94M0.1%-1.6%0.002%
7/2/2026 Versant Capital Management Inc3,508$704K0.1%-3.8%0.001%
7/2/2026 Hilltop National Bank4,757$954K0.2%+2.7%0.001%
7/2/2026 CX Institutional4,766$956K0.0%+12.1%0.001%
7/1/2026 PVG Asset Management Corp1,697$340K0.2%+20.5%0.000%
6/24/2026Basecamp Wealth Advisors LLC1,830$334K0.1%+4.9%0.000%
6/24/2026Redwood Investment Management LLC5,889$1.07M0.1%N/A0.001%
6/23/2026Ballast Advisors LLC148$27K0.0%N/A0.000%
6/22/2026Sapient Capital LLC1,501$274K0.0%-17.0%0.000%
6/18/2026Western Wealth Management LLC7,345$1.34M0.0%+4.6%0.001%
6/18/2026Pacer Advisors Inc.32,459$5.92M0.0%-36.3%0.005%
6/16/2026 PVG Asset Management Corp1,408$274K0.2%+46.2%0.000%
6/3/2026CoreFirst Bank & Trust1,731$316K0.2%-10.7%0.000%
6/3/2026Parallel Advisors LLC17,746$3.24M0.1%+10.5%0.003%
6/3/2026NewEdge Advisors LLC34,744$6.34M0.0%-18.0%0.006%
6/1/2026Flagship Wealth Advisors LLC958$175K0.1%-19.0%0.000%
6/1/2026Keel Point LLC1,831$334K0.0%-55.5%0.000%
5/29/2026Asset Dedication LLC5,811$1.06M0.1%-16.5%0.001%
5/26/2026Glenmede Trust Co. NA82,358$15.03M0.1%-11.7%0.013%
5/22/2026Groupama Asset Managment6,143$1.12M0.0%-35.7%0.001%
5/22/2026Segall Bryant & Hamill LLC20,187$3.67M0.0%N/A0.003%
5/22/2026Wellington Grp LLC518$94K0.0%-48.6%0.000%
5/21/2026Essential Partners LLC1,574$287K0.1%-74.7%0.000%
5/19/2026Western Wealth Management LLC7,345$1.34M0.0%+4.6%0.001%
5/19/2026Paragon Private Wealth Management LLC5,212$951K0.3%+10.2%0.001%
5/19/2026Ariadne Wealth Management LP1,478$270K0.1%-10.6%0.000%
5/19/2026Bank of America Corp DE6,739,970$1.23B0.1%+4.6%1.083%
5/19/2026Edgestream Partners L.P.2,722$497K0.0%-52.0%0.000%
5/19/2026RBF Capital LLC72,596$13.24M0.6%+5.3%0.012%
5/19/2026Kentucky Retirement Systems47,601$8.68M0.3%+20.6%0.008%
5/19/2026Janus Henderson Group PLC2,240,915$408.79M0.2%+6.1%0.360%
5/19/2026Oddo BHF Asset Management Sas18,821$3.43M0.1%+4.2%0.003%
5/19/2026Bull Harbor Capital LLC5,353$977K0.3%N/A0.001%
5/19/2026Strategic Investment Advisors MI1,297$237K0.0%+47.7%0.000%
5/19/2026Arkadios Wealth Advisors16,417$3.00M0.0%-30.7%0.003%
5/19/2026Claris Financial LLC1,770$323K0.2%-38.8%0.000%
5/18/2026Sunbelt Securities Inc.1,441$263K0.0%-26.4%0.000%
5/18/2026Guardian Partners Inc.1,851$338K0.0%-13.9%0.000%
5/18/2026Amundi3,067,354$559.58M0.2%+41.5%0.493%
5/18/2026EverSource Wealth Advisors LLC7,075$1.29M0.0%-1.6%0.001%
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5/18/2026California State Teachers Retirement System927,404$169.19M0.2%-2.8%0.149%
5/18/2026Ruane Cunniff & Goldfarb L.P.2,017,807$368.11M6.1%-2.4%0.324%
5/18/2026Empowered Funds LLC103,552$18.89M0.1%+250.7%0.017%
5/18/2026Empyrean Capital Partners LP160,000$29.19M1.0%-64.0%0.026%
5/16/2026The Manufacturers Life Insurance Company 411,750$75.12M0.1%-20.9%0.066%
5/16/2026Maverick Capital Ltd.1,248,456$227.76M2.6%-3.7%0.201%
5/16/2026Quantinno Capital Management LP451,168$82.31M0.1%+14.1%0.073%
5/16/2026Lazard Asset Management LLC23,881$4.36M0.0%-21.8%0.004%
5/15/2026Sculptor Capital LP186,000$33.93M0.4%N/A0.030%
5/15/2026Gateway Wealth Partners LLC2,244$409K0.0%N/A0.000%
5/15/2026Quadcap Wealth Management LLC1,398$255K0.0%-54.5%0.000%
5/15/2026Weiss Asset Management LP19,841$3.62M0.1%N/A0.003%
5/15/2026Delta Global Management LP267,837$48.86M4.0%+18.8%0.043%
5/15/2026OMERS ADMINISTRATION Corp29,364$5.36M0.0%+29.1%0.005%
5/15/2026North Reef Capital Management LP18,659$3.40M0.1%N/A0.003%
5/15/2026Callodine Capital Management LP262,996$47.98M3.4%+16.2%0.042%
5/15/202644 Wealth Management LLC5,238$956K0.3%+152.3%0.001%
5/15/2026Alua Capital Management LP537,686$98.09M8.6%-20.6%0.086%
5/15/2026Lombard Odier Asset Management Switzerland SA44,849$8.18M0.3%+5.9%0.007%
5/15/2026Lombard Odier Asset Management USA Corp2,800$511K0.1%+9.6%0.000%
5/15/2026Aristotle Atlantic Partners LLC4,076$744K0.0%N/A0.001%
5/15/2026Waverly Advisors LLC11,464$2.09M0.0%-18.1%0.002%
5/15/2026Aristotle Capital Management LLC6,750,796$1.23B2.6%-3.7%1.085%
5/15/2026Wealth Alliance LLC3,352$612K0.1%-2.7%0.001%
5/15/2026Helix Partners Management LP77,100$14.07M3.8%+600.9%0.012%
5/15/2026Entropy Technologies LP39,642$7.23M0.3%N/A0.006%
5/15/2026Bridgewater Advisors Inc.3,219$580K0.0%+3.5%0.001%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund741,222$135.22M0.2%+60.4%0.119%
5/14/2026Dai ichi Life Insurance Company Ltd23,268$4.25M0.1%+0.6%0.004%
5/14/2026Renaissance Technologies LLC739,104$134.84M0.2%+223.7%0.119%
5/14/2026Gabelli Funds LLC45,240$8.25M0.1%+127.9%0.007%
5/14/2026Gamco Investors INC. ET AL2,498$456K0.0%-24.0%0.000%
5/14/2026Hilltop Holdings Inc.1,800$328K0.0%-87.3%0.000%
5/14/2026Point Break Capital Management LLC61,403$11.20M12.7%-34.3%0.010%
5/14/2026GC Wealth Management RIA LLC24,462$4.46M0.2%-3.9%0.004%
5/14/2026Public Employees Retirement System of Ohio264,935$48.33M0.2%-2.6%0.043%
5/14/2026M.D. Sass LLC292,901$53.43M4.1%+20.0%0.047%
5/14/2026Compound Planning Inc.11,994$2.19M0.1%-18.5%0.002%
5/14/2026Modern Wealth Management LLC3,223$595K0.0%-55.2%0.001%
5/14/2026Keebeck Wealth Management1,460$266K0.0%-6.1%0.000%
5/14/2026Caxton Associates LLP1,635$298K0.0%N/A0.000%
5/14/2026Clarkston Capital Partners LLC38,375$7.00M0.5%-82.5%0.006%
5/14/2026Inceptionr LLC8,589$1.57M0.4%N/A0.001%
5/14/2026Gibbs Wealth Management6,128$1.12M0.1%N/A0.001%
5/14/2026Sei Investments Co.1,132,858$206.66M0.2%+10.8%0.182%
5/14/2026Keynote Financial Services LLC1,669$304K0.2%+15.3%0.000%
5/13/2026Cetera Investment Advisers240,851$43.94M0.0%+4.2%0.039%
5/13/2026Dynamic Wealth Strategies LLC1,335$244K0.1%-18.8%0.000%
5/13/2026Levin Capital Strategies L.P.179,757$32.79M2.5%+3.3%0.029%
5/13/2026Godshalk Welsh Capital Management Inc.1,340$244K0.1%+51.4%0.000%
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Starting July 4th, every new solar and wind project in America loses its federal tax credits. But one zero-carbon energy source retains full government backing for eight more years - and it runs around the clock without batteries. Investment in this sector has surged 100x in seven years. The Pentagon named it a top energy priority, California mandated it, and Google, Meta, and Berkshire Hathaway are already under contract. One company controls the entire chain from the ground to the grid.tc pixel

See the last clean energy source with full government backing
5/13/2026NewEdge Wealth LLC6,003$1.10M0.0%-46.2%0.001%
5/13/2026Arvest Bank Trust Division53,797$9.81M0.5%-1.5%0.009%
5/13/2026First Citizens Bank & Trust Co.9,340$1.70M0.0%-1.5%0.002%
5/13/2026CI Investments Inc.5,491$1.00M0.0%+1.6%0.001%
5/13/2026First Trust Advisors LP243,415$44.41M0.0%+145.6%0.039%
5/12/2026a16z Perennial Management L.P.2,756$503K0.0%-2.6%0.000%
5/12/2026Westpac Banking Corp5,994$1.09M0.1%-1.2%0.001%
5/12/2026Fortis Capital Management LLC1,282$234K0.0%-12.1%0.000%
5/12/2026Danica Pension Livsforsikringsaktieselskab140,097$25.56M0.5%N/A0.023%
5/12/2026ABN Amro Investment Solutions49,834$9.09M0.1%-36.1%0.008%


COF Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,251 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 ($6.76B), Capital World Investors ($6.00B), Geode Capital Management LLC ($3.40B), Franklin Resources Inc. ($3.02B), Dodge & Cox ($2.22B), and Morgan Stanley ($2.10B).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 2,082 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), Vanguard Group Inc. ($25.39M), Norges Bank ($19.93M), State Street Corp ($10.94M), Geode Capital Management LLC ($5.84M), Boston Partners ($5.06M), and Amundi ($3.62M).

Institutional investors have bought a total of 271,032,476 shares in the last 24 months. This purchase volume represents approximately $58.16B in transactions.

Of the 914 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: Dodge & Cox ($7.11M), Viking Global Investors LP ($4.44M), Capital Research Global Investors ($2.54M), Bank of New York Mellon Corp ($1.58M), Fisher Asset Management LLC ($1.23M), Capital World Investors ($1.23M), and Samlyn Capital LLC ($1.07M).

Institutional investors have sold a total of 50,102,222 shares in the last 24 months. This volume of shares sold represents approximately $11.27B in transactions.



This page (NYSE:COF) was last updated on 7/4/2026 by MarketBeat.com Staff.
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