CAPITAL ONE FINANCIAL CORP (COF) Institutional Ownership Changes & 13F Activity

CAPITAL ONE FINANCIAL CORP (COF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ensign Peak Advisors, Inc, Algert Global Llc, Z3 Capital Partners, Llc, Advisors Asset Management, Inc., and National Philanthropic Trust.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Op Asset Management LtdBuy+1,043+1.5%70,955$17.20MQ4 2025Sep 28, 2026
Cornerstone Financial Management LlcBuy+70—70$16.96KQ4 2025Aug 28, 2026
Advisors Asset Management, Inc.Sell-8,126-100.0%0$0.00Q4 2025Aug 26, 2026
Dakota Wealth ManagementSell-663-1.5%44,456$10.77MQ4 2025Aug 26, 2026
Ensign Peak Advisors, IncSell-233,771-14.6%1,368,241$331.61MQ4 2025Aug 18, 2026
Algert Global LlcBuy+23,691—23,691$5.74MQ4 2025Aug 11, 2026
Kerr Financial Planning CorpSell-70-18.8%303$65.78KQ4 2025Jul 01, 2026
Flatrock Wealth Partners LlcBuy+1,559—1,559$284.34KQ4 2025May 26, 2026
Storebrand Asset Management AsBuy+2,074+0.5%421,521$102.16MQ4 2025May 20, 2026
National Philanthropic TrustSell-6,024-18.8%26,035$6.31MQ4 2025May 15, 2026
Financial Advisors Network, Inc.Buy+1,851—1,851$448.64KQ4 2025May 15, 2026
Knightsbridge Asset Management, LlcBuy+1,718—1,718$416.39KQ4 2025May 15, 2026
Independent Financial Group, LlcSell-286-2.1%13,159$3.19MQ4 2025May 15, 2026
Walsh & Associates, LlcBuy+200—200$48.47KQ4 2025May 14, 2026
Strategic Wealth Partners, Ltd.Buy+395—395$95.73KQ4 2025May 12, 2026
1015 Capital Partners, LlcBuy+30—30$7.27KQ4 2025May 11, 2026
Z3 Capital Partners, LlcBuy+11,744—11,744$2.85MQ4 2025May 07, 2026
Vision Retirement, LlcBuy+41—41$9.94KQ4 2025May 07, 2026
Good Harbor Advisors, Inc.Buy+2,516—2,516$609.78KQ4 2025May 05, 2026
Medallion Wealth Advisors, LlcBuy+1+0.1%1,572$380.89KQ4 2025Apr 24, 2026
Athena Wealth Management, LlcBuy+3,488—3,488$845.26KQ4 2025Apr 17, 2026
Red Reef Advisors LlcBuy+1,521—1,521$368.63KQ4 2025Apr 08, 2026
Northavenue LlcBuy+1—1$243.00Q4 2025Apr 02, 2026
Beacon Financial GroupBuy+983—983$238.32KQ4 2025Apr 01, 2026
Merited Wealth, LlcBuy+131—131$31.75KQ4 2025Mar 26, 2026
Bison Wealth, LlcBuy+3,503—3,503$635.73KQ4 2025Mar 24, 2026
Consilio Wealth Advisors, LlcBuy+1,235—1,235$299.24KQ4 2025Mar 20, 2026
Purpose Unlimited Inc.Buy+135—135$32.72KQ4 2025Mar 20, 2026
Bank Of New HampshireBuy+278—278$67.38KQ4 2025Mar 16, 2026
Green Ridge Wealth Planning LlcBuy+1,775—1,775$430.19KQ4 2025Mar 11, 2026
Showing 30 of 2,137

Frequently asked questions about COF activity

  • Which institutional owners are buying COF?

    Institutional owners buying COF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in COF activity?

    "Buy" means an investor increased their reported position in COF compared to the prior reporting period. This reflects growing exposure to CAPITAL ONE FINANCIAL CORP (COF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in COF increasing?

    Institutional interest in COF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.