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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Op Asset Management Ltd | Buy | +1,043 | +1.5% | 70,955 | $17.20M | Q4 2025 | Sep 28, 2026 |
| Cornerstone Financial Management Llc | Buy | +70 | — | 70 | $16.96K | Q4 2025 | Aug 28, 2026 |
| Advisors Asset Management, Inc. | Sell | -8,126 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Dakota Wealth Management | Sell | -663 | -1.5% | 44,456 | $10.77M | Q4 2025 | Aug 26, 2026 |
| Ensign Peak Advisors, Inc | Sell | -233,771 | -14.6% | 1,368,241 | $331.61M | Q4 2025 | Aug 18, 2026 |
| Algert Global Llc | Buy | +23,691 | — | 23,691 | $5.74M | Q4 2025 | Aug 11, 2026 |
| Kerr Financial Planning Corp | Sell | -70 | -18.8% | 303 | $65.78K | Q4 2025 | Jul 01, 2026 |
| Flatrock Wealth Partners Llc | Buy | +1,559 | — | 1,559 | $284.34K | Q4 2025 | May 26, 2026 |
| Storebrand Asset Management As | Buy | +2,074 | +0.5% | 421,521 | $102.16M | Q4 2025 | May 20, 2026 |
| National Philanthropic Trust | Sell | -6,024 | -18.8% | 26,035 | $6.31M | Q4 2025 | May 15, 2026 |
| Financial Advisors Network, Inc. | Buy | +1,851 | — | 1,851 | $448.64K | Q4 2025 | May 15, 2026 |
| Knightsbridge Asset Management, Llc | Buy | +1,718 | — | 1,718 | $416.39K | Q4 2025 | May 15, 2026 |
| Independent Financial Group, Llc | Sell | -286 | -2.1% | 13,159 | $3.19M | Q4 2025 | May 15, 2026 |
| Walsh & Associates, Llc | Buy | +200 | — | 200 | $48.47K | Q4 2025 | May 14, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +395 | — | 395 | $95.73K | Q4 2025 | May 12, 2026 |
| 1015 Capital Partners, Llc | Buy | +30 | — | 30 | $7.27K | Q4 2025 | May 11, 2026 |
| Z3 Capital Partners, Llc | Buy | +11,744 | — | 11,744 | $2.85M | Q4 2025 | May 07, 2026 |
| Vision Retirement, Llc | Buy | +41 | — | 41 | $9.94K | Q4 2025 | May 07, 2026 |
| Good Harbor Advisors, Inc. | Buy | +2,516 | — | 2,516 | $609.78K | Q4 2025 | May 05, 2026 |
| Medallion Wealth Advisors, Llc | Buy | +1 | +0.1% | 1,572 | $380.89K | Q4 2025 | Apr 24, 2026 |
| Athena Wealth Management, Llc | Buy | +3,488 | — | 3,488 | $845.26K | Q4 2025 | Apr 17, 2026 |
| Red Reef Advisors Llc | Buy | +1,521 | — | 1,521 | $368.63K | Q4 2025 | Apr 08, 2026 |
| Northavenue Llc | Buy | +1 | — | 1 | $243.00 | Q4 2025 | Apr 02, 2026 |
| Beacon Financial Group | Buy | +983 | — | 983 | $238.32K | Q4 2025 | Apr 01, 2026 |
| Merited Wealth, Llc | Buy | +131 | — | 131 | $31.75K | Q4 2025 | Mar 26, 2026 |
| Bison Wealth, Llc | Buy | +3,503 | — | 3,503 | $635.73K | Q4 2025 | Mar 24, 2026 |
| Consilio Wealth Advisors, Llc | Buy | +1,235 | — | 1,235 | $299.24K | Q4 2025 | Mar 20, 2026 |
| Purpose Unlimited Inc. | Buy | +135 | — | 135 | $32.72K | Q4 2025 | Mar 20, 2026 |
| Bank Of New Hampshire | Buy | +278 | — | 278 | $67.38K | Q4 2025 | Mar 16, 2026 |
| Green Ridge Wealth Planning Llc | Buy | +1,775 | — | 1,775 | $430.19K | Q4 2025 | Mar 11, 2026 |
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.
Related COF Institutional Insights
- COF Overview
- COF 13F Institutional Holders
- COF Superinvestors
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- COF Insider Trading & SEC Form 4 Activity
- COF Articles
- Top Institutional Investor Stock Rankings