Capital One Financial Ownership 2024 | Who Owns Capital One Financial Now?
Institutional Ownership
15.93%
Insider Ownership
3.65%
Retail Ownership
80.42%
Institutional Holders
725.00
Capital One Financial Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 8.17% | 0.08% | 31,210,543 | 317,135 | 1.03% | 4,321,099,678 | Jun 30, 2024 |
| BLACKROCK INC. | 6.58% | 0.08% | 25,147,605 | 150,268 | 0.60% | 3,481,685,979 | Jun 30, 2024 |
| CAPITAL RESEARCH GLOBAL INVESTORS | 5.31% | 0.62% | 20,290,698 | -837,391 | -3.96% | 2,809,242,104 | Jun 30, 2024 |
| DODGE & COX | 5.22% | 1.66% | 19,939,018 | -4,443,799 | -18.23% | 2,760,557,042 | Jun 30, 2024 |
| STATE STREET CORP | 4.30% | 0.10% | 16,432,077 | -258,173 | -1.55% | 2,275,021,061,000 | Jun 30, 2024 |
| HARRIS ASSOCIATES L P | 3.97% | 3.56% | 15,180,437 | -905,734 | -5.63% | 2,101,731,512 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 2.64% | 0.43% | 10,106,803 | 3,224,411 | 46.85% | 1,399,286,876 | Jun 30, 2024 |
| CAPITAL WORLD INVESTORS | 2.58% | 0.22% | 9,872,640 | -2,564,925 | -20.62% | 1,366,439,516 | Jun 30, 2024 |
| BERKSHIRE HATHAWAY INC | 2.57% | 0.49% | 9,819,052 | -2,651,978 | -21.27% | 1,359,447,750 | Jun 30, 2024 |
| DAVIS SELECTED ADVISERS | 2.52% | 7.75% | 9,635,496 | -39,825 | -0.41% | 1,334,034,443 | Jun 30, 2024 |
| FISHER ASSET MANAGEMENT, LLC | 2.52% | 0.58% | 9,622,200 | 180,588 | 1.91% | 1,332,193,671 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 2.24% | 0.10% | 8,573,527 | 163,880 | 1.95% | 1,187,004,840 | Jun 30, 2024 |
| ARISTOTLE CAPITAL MANAGEMENT, LLC | 2.17% | 2.22% | 8,299,675 | -234,693 | -2.75% | 1,149,090,013 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.06% | 0.10% | 7,860,544 | 264,776 | 3.49% | 1,086,555,228 | Jun 30, 2024 |
| PZENA INVESTMENT MANAGEMENT LLC | 1.81% | 3.37% | 6,932,548 | -365,017 | -5.00% | 959,811,270 | Jun 30, 2024 |
| FMR LLC | 1.43% | 0.05% | 5,471,556 | 573,357 | 11.71% | 757,536,885 | Jun 30, 2024 |
| EAGLE CAPITAL MANAGEMENT LLC | 1.40% | 2.75% | 5,352,147 | -28,520 | -0.53% | 741,004,752 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.37% | 0.64% | 5,239,265 | -641,450 | -10.91% | 725,376,000 | Jun 30, 2024 |
| NORGES BANK | 1.04% | 0.08% | 3,963,560 | 3,963,560 | 100.00% | 548,754,882 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.99% | 0.09% | 3,794,766 | 42,922 | 1.14% | 525,385,353,000 | Jun 30, 2024 |
Capital One Financial's largest institutional shareholder is VANGUARD GROUP INC, holding 8.17% of the company's total share outstanding, currently valued at $4.32B. The top 10 institutional shareholders own together 43.86% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PB INVESTMENT PARTNERS, L.P. | 0.02% | 13.57% | 80,451 | -71,758 | -47.14% | 16,710,477 | Jun 30, 2024 |
| ABRAMS BISON INVESTMENTS, LLC | 0.15% | 7.84% | 577,000 | - | - | 79,885,650 | Jun 30, 2024 |
| DAVIS SELECTED ADVISERS | 2.52% | 7.75% | 9,635,496 | -39,825 | -0.41% | 1,334,034,443 | Jun 30, 2024 |
| CAS INVESTMENT PARTNERS, LLC | 0.18% | 7.42% | 686,052 | 40,800 | 6.32% | 94,983,899 | Jun 30, 2024 |
| RUANE, CUNNIFF & GOLDFARB L.P. | 0.74% | 6.09% | 2,823,544 | -129,185 | -4.38% | 390,919,667 | Jun 30, 2024 |
| CENTRAL SECURITIES CORP | 0.08% | 4.09% | 300,000 | - | - | 41,535,000 | Jun 30, 2024 |
| PALMER KNIGHT CO | 0.02% | 3.92% | 59,253 | 210 | 0.36% | 8,203,578 | Jun 30, 2024 |
| PALESTRA CAPITAL MANAGEMENT LLC | 0.18% | 3.71% | 679,927 | 679,927 | 100.00% | 94,135,893 | Jun 30, 2024 |
| ENGLISH CAPITAL MANAGEMENT LLC | 0.01% | 3.61% | 31,173 | - | - | 4,315,902 | Jun 30, 2024 |
| HARRIS ASSOCIATES L P | 3.97% | 3.56% | 15,180,437 | -905,734 | -5.63% | 2,101,731,512 | Jun 30, 2024 |
| 683 CAPITAL MANAGEMENT, LLC | 0.09% | 3.51% | 335,000 | 5,000 | 1.52% | 46,380,750 | Jun 30, 2024 |
| SOUND SHORE MANAGEMENT INC /CT/ | 0.20% | 3.47% | 751,016 | -54,575 | -6.77% | 103,978,166 | Jun 30, 2024 |
| ANTIPODES PARTNERS LTD | 0.18% | 3.41% | 678,472 | 92,951 | 15.87% | 93,934,448 | Jun 30, 2024 |
| PZENA INVESTMENT MANAGEMENT LLC | 1.81% | 3.37% | 6,932,548 | -365,017 | -5.00% | 959,811,270 | Jun 30, 2024 |
| NAPLES MONEY MANAGEMENT LLC | 0.01% | 2.91% | 24,400 | -300 | -1.21% | 3,408,680 | Jun 30, 2024 |
| CONTINENTAL ADVISORS LLC | 0.01% | 2.88% | 47,310 | - | - | 6,550,070 | Jun 30, 2024 |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | 0.02% | 2.75% | 87,070 | -219 | -0.25% | 12,054,842 | Jun 30, 2024 |
| EAGLE CAPITAL MANAGEMENT LLC | 1.40% | 2.75% | 5,352,147 | -28,520 | -0.53% | 741,004,752 | Jun 30, 2024 |
| RNC CAPITAL MANAGEMENT LLC | 0.08% | 2.26% | 293,908 | 20,487 | 7.49% | 40,691,543 | Jun 30, 2024 |
| ARISTOTLE CAPITAL MANAGEMENT, LLC | 2.17% | 2.22% | 8,299,675 | -234,693 | -2.75% | 1,149,090,013 | Jun 30, 2024 |
The largest Capital One Financial shareholder by % of total assets is PB INVESTMENT PARTNERS, L.P.. The company owns 80.45K shares of Capital One Financial (COF), representing 13.57% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.04% | 0.08% | 3,963,560 | 3,963,560 | 100.00% | 548,754,882 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 2.64% | 0.43% | 10,106,803 | 3,224,411 | 46.85% | 1,399,286,876 | Jun 30, 2024 |
| EMINENCE CAPITAL, LP | 0.24% | 2.06% | 920,654 | 920,654 | 100.00% | 127,464,546 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.60% | 0.09% | 2,298,372 | 785,597 | 51.93% | 318,209,605 | Jun 30, 2024 |
| PALESTRA CAPITAL MANAGEMENT LLC | 0.18% | 3.71% | 679,927 | 679,927 | 100.00% | 94,135,893 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.22% | 0.19% | 848,244 | 657,181 | 343.96% | 117,439,382 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.60% | 0.07% | 2,309,117 | 595,510 | 34.75% | 319,696,000 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.39% | 0.37% | 1,508,400 | 580,900 | 62.63% | 208,837,980 | Jun 30, 2024 |
| FMR LLC | 1.43% | 0.05% | 5,471,556 | 573,357 | 11.71% | 757,536,885 | Jun 30, 2024 |
| MOORE CAPITAL MANAGEMENT, LP | 0.13% | 1.16% | 484,100 | 484,100 | 100.00% | 67,023,645 | Jun 30, 2024 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.20% | 0.08% | 772,961 | 427,000 | 123.42% | 893,344 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.46% | 0.15% | 1,761,273 | 354,900 | 25.24% | 243,826,870 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 0.27% | 0.06% | 1,035,424 | 343,767 | 49.70% | 143,354,454 | Jun 30, 2024 |
| VANGUARD GROUP INC | 8.17% | 0.08% | 31,210,543 | 317,135 | 1.03% | 4,321,099,678 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 0.38% | 0.07% | 1,436,679 | 302,688 | 26.69% | 198,908,208 | Jun 30, 2024 |
| PRANA CAPITAL MANAGEMENT, LP | 0.07% | 1.88% | 285,385 | 285,385 | 100.00% | 39,511,553 | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | 0.09% | 0.27% | 332,700 | 277,377 | 501.38% | 46,062,000 | Jun 30, 2024 |
| MOORE CAPITAL MANAGEMENT, LP | 0.15% | 1.40% | 582,123 | 264,957 | 83.54% | 80,594,929 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.06% | 0.10% | 7,860,544 | 264,776 | 3.49% | 1,086,555,228 | Jun 30, 2024 |
| BANK OF NOVA SCOTIA | 0.08% | 0.08% | 299,787 | 250,059 | 502.85% | 41,505,513 | Jun 30, 2024 |
As of Jun 30 2024, Capital One Financial's largest institutional buyer is NORGES BANK. The company purchased 3.96M stocks of COF, valued at $548.75M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| DODGE & COX | 5.22% | 1.66% | 19,939,018 | -4,443,799 | -18.23% | 2,760,557,042 | Jun 30, 2024 |
| BERKSHIRE HATHAWAY INC | 2.57% | 0.49% | 9,819,052 | -2,651,978 | -21.27% | 1,359,447,750 | Jun 30, 2024 |
| CAPITAL WORLD INVESTORS | 2.58% | 0.22% | 9,872,640 | -2,564,925 | -20.62% | 1,366,439,516 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | 0.13% | 0.17% | 483,335 | -1,257,797 | -72.24% | 66,917,777 | Jun 30, 2024 |
| HARRIS ASSOCIATES L P | 3.97% | 3.56% | 15,180,437 | -905,734 | -5.63% | 2,101,731,512 | Jun 30, 2024 |
| KBC GROUP NV | 0.11% | 0.17% | 407,845 | -855,197 | -67.71% | 56,466,000 | Jun 30, 2024 |
| CAPITAL RESEARCH GLOBAL INVESTORS | 5.31% | 0.62% | 20,290,698 | -837,391 | -3.96% | 2,809,242,104 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.04% | 0.01% | 154,945 | -731,832 | -82.53% | 21,452,135 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.37% | 0.64% | 5,239,265 | -641,450 | -10.91% | 725,376,000 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | - | - | - | -620,000 | -100.00% | - | Jun 30, 2024 |
| ALYESKA INVESTMENT GROUP, L.P. | - | - | - | -409,742 | -100.00% | - | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.21% | 0.01% | 815,413 | -399,516 | -32.88% | 112,895,000 | Jun 30, 2024 |
| PZENA INVESTMENT MANAGEMENT LLC | 1.81% | 3.37% | 6,932,548 | -365,017 | -5.00% | 959,811,270 | Jun 30, 2024 |
| ALLIANZ ASSET MANAGEMENT GMBH | 0.10% | 0.08% | 377,220 | -260,800 | -40.88% | 52,226,109 | Jun 30, 2024 |
| STATE STREET CORP | 4.30% | 0.10% | 16,432,077 | -258,173 | -1.55% | 2,275,021,061,000 | Jun 30, 2024 |
| PATIENT CAPITAL MANAGEMENT, LLC | - | - | - | -252,467 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.05% | 0.04% | 179,799 | -250,700 | -58.23% | 24,893,172 | Jun 30, 2024 |
| ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 0.17% | 0.20% | 659,730 | -247,354 | -27.27% | 91,339,617 | Jun 30, 2024 |
| ARISTOTLE CAPITAL MANAGEMENT, LLC | 2.17% | 2.22% | 8,299,675 | -234,693 | -2.75% | 1,149,090,013 | Jun 30, 2024 |
| GOLDENTREE ASSET MANAGEMENT LP | - | - | - | -229,559 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Capital One Financial's biggest institutional seller is DODGE & COX. The company sold -4.44M shares of COF, valued at $2.76B.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.04% | 0.08% | 3,963,560 | 3,963,560 | 100.00% | 548,754,882 | Jun 30, 2024 |
| EMINENCE CAPITAL, LP | 0.24% | 2.06% | 920,654 | 920,654 | 100.00% | 127,464,546 | Jun 30, 2024 |
| PALESTRA CAPITAL MANAGEMENT LLC | 0.18% | 3.71% | 679,927 | 679,927 | 100.00% | 94,135,893 | Jun 30, 2024 |
| MOORE CAPITAL MANAGEMENT, LP | 0.13% | 1.16% | 484,100 | 484,100 | 100.00% | 67,023,645 | Jun 30, 2024 |
| PRANA CAPITAL MANAGEMENT, LP | 0.07% | 1.88% | 285,385 | 285,385 | 100.00% | 39,511,553 | Jun 30, 2024 |
| PENTWATER CAPITAL MANAGEMENT LP | 0.06% | 0.43% | 245,000 | 245,000 | 100.00% | 33,920,250 | Jun 30, 2024 |
| PENTWATER CAPITAL MANAGEMENT LP | 0.06% | 0.42% | 235,000 | 235,000 | 100.00% | 32,535,750 | Jun 30, 2024 |
| HOLOCENE ADVISORS, LP | 0.04% | 0.10% | 172,119 | 172,119 | 100.00% | 23,829,876 | Jun 30, 2024 |
| LAURION CAPITAL MANAGEMENT LP | 0.03% | 0.19% | 116,730 | 116,730 | 100.00% | 16,161,268 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.03% | 0.08% | 101,574 | 101,574 | 100.00% | 14,062,920 | Jun 30, 2024 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 0.03% | 0.13% | 100,169 | 100,169 | 100.00% | 13,868,398 | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.03% | 0.08% | 100,000 | 100,000 | 100.00% | 13,845,000 | Jun 30, 2024 |
| GREENLAND CAPITAL MANAGEMENT LP | 0.02% | 1.93% | 94,758 | 94,758 | 100.00% | 13,119,245 | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | 0.02% | 0.26% | 82,789 | 82,789 | 100.00% | 11,462,137 | Jun 30, 2024 |
| POINT72 (DIFC) LTD | 0.02% | 0.36% | 73,521 | 73,521 | 100.00% | 10,179,031 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.02% | 0.02% | 69,830 | 69,830 | 100.00% | 9,667,963 | Jun 30, 2024 |
| FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.02% | 0.11% | 68,609 | 68,609 | 100.00% | 9,499,000 | Jun 30, 2024 |
| M&G PLC | 0.02% | 0.04% | 66,544 | 66,544 | 100.00% | 9,183,072 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.01% | 0.05% | 54,667 | 54,667 | 100.00% | 7,568,674 | Jun 30, 2024 |
| 0.01% | 0.22% | 54,286 | 54,286 | 100.00% | 7,515,820 | Jun 30, 2024 | |
| EISLER CAPITAL (UK) LTD. | 0.01% | 0.05% | 51,800 | 51,800 | 100.00% | 7,171,710 | Jun 30, 2024 |
| CORONATION FUND MANAGERS LTD. | 0.01% | 0.19% | 48,755 | 48,755 | 100.00% | 6,750,130 | Jun 30, 2024 |
| EISLER CAPITAL (US) LLC | 0.01% | 0.11% | 45,569 | 45,569 | 100.00% | 6,309,028 | Jun 30, 2024 |
| BRIDGEWATER ASSOCIATES, LP | 0.01% | 0.03% | 43,832 | 43,832 | 100.00% | 6,068,540 | Jun 30, 2024 |
| MAGNOLIA CAPITAL ADVISORS LLC | 0.01% | 0.05% | 42,755 | 42,755 | 100.00% | 169,209 | Jun 30, 2024 |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 0.01% | 0.00% | 30,298 | 30,298 | 100.00% | 199,000 | Jun 30, 2024 |
| MIZUHO SECURITIES USA LLC | 0.01% | 0.09% | 29,465 | 29,465 | 100.00% | 4,079,429 | Jun 30, 2024 |
| TKG ADVISORS, LLC | 0.01% | 2.17% | 28,895 | 28,895 | 100.00% | 4,000,513 | Jun 30, 2024 |
| MBB PUBLIC MARKETS I LLC | 0.01% | 0.08% | 27,715 | 27,715 | 100.00% | 3,837,142 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.01% | 0.01% | 26,800 | 26,800 | 100.00% | 3,710,460 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.01% | 0.01% | 23,500 | 23,500 | 100.00% | 3,253,575 | Jun 30, 2024 |
| XTX TOPCO LTD | 0.01% | 0.28% | 23,492 | 23,492 | 100.00% | 3,252,467 | Jun 30, 2024 |
| IBEX WEALTH ADVISORS | 0.00% | 0.39% | 18,257 | 18,257 | 100.00% | 2,527,683 | Jun 30, 2024 |
| G&S CAPITAL LLC | 0.00% | 0.97% | 15,439 | 15,439 | 100.00% | 2,232,634 | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 0.00% | 0.18% | 14,996 | 14,996 | 100.00% | 2,076,196 | Jun 30, 2024 |
| SYMMETRY INVESTMENTS LP | 0.00% | 0.23% | 14,500 | 14,500 | 100.00% | 2,008,000 | Jun 30, 2024 |
| DEEPCURRENTS INVESTMENT GROUP LLC | 0.00% | 0.08% | 13,988 | 13,988 | 100.00% | 1,936,639 | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | 0.00% | 0.05% | 12,700 | 12,700 | 100.00% | 1,758,315 | Jun 30, 2024 |
| DAVENPORT & CO LLC | 0.00% | 0.01% | 10,400 | 10,400 | 100.00% | 1,439,880 | Jun 30, 2024 |
| LB PARTNERS LLC | 0.00% | 1.04% | 9,000 | 9,000 | 100.00% | 1,246,050 | Jun 30, 2024 |
| PENSIONMARK FINANCIAL GROUP, LLC | 0.00% | 0.08% | 8,764 | 8,764 | 100.00% | 1,213,376 | Jun 30, 2024 |
| FLOW STATE INVESTMENTS, L.P. | 0.00% | 0.36% | 8,153 | 8,153 | 100.00% | 1,128,783 | Jun 30, 2024 |
| LECAP ASSET MANAGEMENT LTD | 0.00% | 0.23% | 7,631 | 7,631 | 100.00% | 1,056,512 | Jun 30, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | 0.00% | 0.20% | 7,612 | 7,612 | 100.00% | 1,053,881 | Jun 30, 2024 |
| OPTIVER HOLDING B.V. | 0.00% | 0.00% | 7,534 | 7,534 | 100.00% | 1,043,082 | Jun 30, 2024 |
| OFI INVEST ASSET MANAGEMENT | 0.00% | 0.02% | 7,044 | 7,044 | 100.00% | 909,953 | Jun 30, 2024 |
| MINT TOWER CAPITAL MANAGEMENT B.V. | 0.00% | 0.31% | 7,000 | 7,000 | 100.00% | 969,000 | Jun 30, 2024 |
| GENTRUST, LLC | 0.00% | 0.04% | 5,925 | 5,925 | 100.00% | 820,316 | Jun 30, 2024 |
| POINT72 HONG KONG LTD | 0.00% | 0.05% | 5,891 | 5,891 | 100.00% | 815,625 | Jun 30, 2024 |
| CERRO PACIFIC WEALTH ADVISORS LLC | 0.00% | 0.31% | 5,797 | 5,797 | 100.00% | 802,598 | Jun 30, 2024 |
| WILLIAMS FINANCIAL, LLC | 0.00% | 0.20% | 5,688 | 5,688 | 100.00% | 813,254 | Jun 30, 2024 |
| 0.00% | 0.51% | 5,607 | 5,607 | 100.00% | 776,289 | Jun 30, 2024 | |
| COPPERWYND FINANCIAL, LLC | 0.00% | 0.25% | 5,124 | 5,124 | 100.00% | 775,848 | Jun 30, 2024 |
| EQUITABLE TRUST CO | 0.00% | 0.05% | 4,810 | 4,810 | 100.00% | 665,945 | Jun 30, 2024 |
| MODERN WEALTH MANAGEMENT, LLC | 0.00% | 0.04% | 4,320 | 4,320 | 100.00% | 598,165 | Jun 30, 2024 |
| FIFTH THIRD WEALTH ADVISORS LLC | 0.00% | 0.04% | 4,150 | 4,150 | 100.00% | 574,567 | Jun 30, 2024 |
| MACHINA CAPITAL S.A.S. | 0.00% | 0.24% | 3,847 | 3,847 | 100.00% | 532,617 | Jun 30, 2024 |
| CLEAR HARBOR ASSET MANAGEMENT, LLC | 0.00% | 0.04% | 3,689 | 3,689 | 100.00% | 510,742 | Jun 30, 2024 |
| ENTROPY TECHNOLOGIES, LP | 0.00% | 0.05% | 3,376 | 3,376 | 100.00% | 467,407 | Jun 30, 2024 |
| CSENGE ADVISORY GROUP | 0.00% | 0.03% | 3,360 | 3,360 | 100.00% | 465,207 | Jun 30, 2024 |
| MINT TOWER CAPITAL MANAGEMENT B.V. | 0.00% | 0.14% | 3,193 | 3,193 | 100.00% | 442,000 | Jun 30, 2024 |
| DRW SECURITIES, LLC | 0.00% | 0.02% | 3,124 | 3,124 | 100.00% | 432,517 | Jun 30, 2024 |
| TEZA CAPITAL MANAGEMENT LLC | 0.00% | 0.05% | 3,115 | 3,115 | 100.00% | 431,272 | Jun 30, 2024 |
| MGO ONE SEVEN LLC | 0.00% | 0.02% | 3,006 | 3,006 | 100.00% | 416,195 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.00% | 0.03% | 2,872 | 2,872 | 100.00% | 398,000 | Jun 30, 2024 |
| PLATFORM TECHNOLOGY PARTNERS | 0.00% | 0.14% | 2,841 | 2,841 | 100.00% | 393,336 | Jun 30, 2024 |
| COOPER FINANCIAL GROUP | 0.00% | 0.05% | 2,417 | 2,417 | 100.00% | 334,634 | Jun 30, 2024 |
| HAVERFORD TRUST CO | 0.00% | 0.00% | 2,254 | 2,254 | 100.00% | 312,066 | Jun 30, 2024 |
| GITTERMAN WEALTH MANAGEMENT, LLC | 0.00% | 0.12% | 2,165 | 2,165 | 100.00% | 300,022 | Jun 30, 2024 |
| CHEMISTRY WEALTH MANAGEMENT LLC | 0.00% | 0.07% | 1,990 | 1,990 | 100.00% | 275,519 | Jun 30, 2024 |
| BLUESHIFT ASSET MANAGEMENT, LLC | 0.00% | 0.09% | 1,945 | 1,945 | 100.00% | 269,285 | Jun 30, 2024 |
| ALPINE GLOBAL MANAGEMENT, LLC | 0.00% | 0.04% | 1,811 | 1,811 | 100.00% | 250,733 | Jun 30, 2024 |
| LOCKERMAN FINANCIAL GROUP, INC. | 0.00% | 0.45% | 1,800 | 1,800 | 100.00% | 249,210 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | 0.00% | 0.08% | 1,757 | 1,757 | 100.00% | 243,257 | Jun 30, 2024 |
| CAPTION MANAGEMENT, LLC | 0.00% | 0.00% | 1,750 | 1,750 | 100.00% | 242,288 | Jun 30, 2024 |
| CEDRUS LLC | 0.00% | 0.12% | 1,717 | 1,717 | 100.00% | 237,775 | Jun 30, 2024 |
| ONE WEALTH ADVISORS, LLC | 0.00% | 0.05% | 1,695 | 1,695 | 100.00% | 228,503 | Jun 30, 2024 |
| F/M INVESTMENTS LLC | 0.00% | 0.01% | 1,680 | 1,680 | 100.00% | 232,596 | Jun 30, 2024 |
| JOURNEY STRATEGIC WEALTH LLC | 0.00% | 0.01% | 1,673 | 1,673 | 100.00% | 231,672 | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | 0.00% | 0.01% | 1,650 | 1,650 | 100.00% | 228,442 | Jun 30, 2024 |
| SCIENTECH RESEARCH LLC | 0.00% | 0.05% | 1,649 | 1,649 | 100.00% | 228,304 | Jun 30, 2024 |
| HUMANKIND INVESTMENTS LLC | 0.00% | 0.06% | 1,589 | 1,589 | 100.00% | 219,997 | Jun 30, 2024 |
| SIMON QUICK ADVISORS, LLC | 0.00% | 0.02% | 1,541 | 1,541 | 100.00% | 213,357 | Jun 30, 2024 |
| PINION INVESTMENT ADVISORS, LLC | 0.00% | 0.11% | 1,541 | 1,541 | 100.00% | 213,352 | Jun 30, 2024 |
| GOLDEN STATE EQUITY PARTNERS | 0.00% | 0.04% | 1,527 | 1,527 | 100.00% | 211,413 | Jun 30, 2024 |
| D.B. ROOT & COMPANY, LLC | 0.00% | 0.07% | 1,507 | 1,507 | 100.00% | 208,644 | Jun 30, 2024 |
| KNOLLWOOD INVESTMENT ADVISORY, LLC | 0.00% | 0.02% | 1,499 | 1,499 | 100.00% | 207,537 | Jun 30, 2024 |
| TWIN PEAKS WEALTH ADVISORS, LLC | 0.00% | 0.10% | 1,490 | 1,490 | 100.00% | 206,291 | Jun 30, 2024 |
| CATALINA CAPITAL GROUP, LLC | 0.00% | 0.08% | 1,488 | 1,488 | 100.00% | 206,038 | Jun 30, 2024 |
| KING LUTHER CAPITAL MANAGEMENT CORP | 0.00% | 0.00% | 1,483 | 1,483 | 100.00% | 205,321 | Jun 30, 2024 |
| L2 ASSET MANAGEMENT, LLC | 0.00% | 0.06% | 1,450 | 1,450 | 100.00% | 200,753 | Jun 30, 2024 |
| CAMELOT PORTFOLIOS, LLC | 0.00% | 0.09% | 1,200 | 1,200 | 100.00% | 166,140 | Jun 30, 2024 |
| 0.00% | 0.09% | 1,095 | 1,095 | 100.00% | 151,603 | Jun 30, 2024 | |
| FAMILY FIRM, INC. | 0.00% | 0.03% | 870 | 870 | 100.00% | 120,451 | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.00% | 0.03% | 601 | 601 | 100.00% | 83,267 | Jun 30, 2024 |
| MFA WEALTH ADVISORS, LLC | 0.00% | 0.02% | 558 | 558 | 100.00% | 77,255 | Jun 30, 2024 |
| COUNTRY TRUST BANK | 0.00% | 0.00% | 500 | 500 | 100.00% | 69,225 | Jun 30, 2024 |
| J.SAFRA ASSET MANAGEMENT CORP | 0.00% | 0.01% | 390 | 390 | 100.00% | 53,996 | Jun 30, 2024 |
| ONE RIVER ASSET MANAGEMENT, LLC | 0.00% | 0.00% | 368 | 368 | 100.00% | 50,951 | Jun 30, 2024 |
| ACCORDANT ADVISORY GROUP INC | 0.00% | 0.04% | 300 | 300 | 100.00% | 41,535 | Jun 30, 2024 |
Capital One Financial's largest new institutional shareholder by number of shares is NORGES BANK, purchased 3.96M shares, valued at $548.75M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | - | - | - | -620,000 | -100.00% | - | Jun 30, 2024 |
| ALYESKA INVESTMENT GROUP, L.P. | - | - | - | -409,742 | -100.00% | - | Jun 30, 2024 |
| PATIENT CAPITAL MANAGEMENT, LLC | - | - | - | -252,467 | -100.00% | - | Jun 30, 2024 |
| GOLDENTREE ASSET MANAGEMENT LP | - | - | - | -229,559 | -100.00% | - | Jun 30, 2024 |
| CARMIGNAC GESTION | - | - | - | -153,668 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | - | - | - | -133,300 | -100.00% | - | Jun 30, 2024 |
| DUQUESNE FAMILY OFFICE LLC | - | - | - | -108,495 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -103,510 | -100.00% | - | Jun 30, 2024 |
| TROLUCE CAPITAL ADVISORS LLC | - | - | - | -75,000 | -100.00% | - | Jun 30, 2024 |
| EAGLE ASSET MANAGEMENT INC | - | - | - | -45,774 | -100.00% | - | Jun 30, 2024 |
| AZORA CAPITAL LP | - | - | - | -40,240 | -100.00% | - | Jun 30, 2024 |
| PICTON MAHONEY ASSET MANAGEMENT | - | - | - | -35,159 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -29,600 | -100.00% | - | Jun 30, 2024 |
| MUZINICH & CO., INC. | - | - | - | -25,000 | -100.00% | - | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | - | - | - | -19,216 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -15,342 | -100.00% | - | Jun 30, 2024 |
| NORDEN GROUP LLC | - | - | - | -15,041 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -15,000 | -100.00% | - | Jun 30, 2024 |
| WOLF GROUP CAPITAL ADVISORS | - | - | - | -12,073 | -100.00% | - | Jun 30, 2024 |
| STRATOS WEALTH ADVISORS, LLC | - | - | - | -11,449 | -100.00% | - | Jun 30, 2024 |
| PCJ INVESTMENT COUNSEL LTD. | - | - | - | -10,000 | -100.00% | - | Jun 30, 2024 |
| CAAS CAPITAL MANAGEMENT LP | - | - | - | -10,000 | -100.00% | - | Jun 30, 2024 |
| OWEN LARUE, LLC | - | - | - | -8,962 | -100.00% | - | Jun 30, 2024 |
| ALBERTA INVESTMENT MANAGEMENT CORP | - | - | - | -8,200 | -100.00% | - | Jun 30, 2024 |
| SCOTIA CAPITAL INC. | - | - | - | -6,138 | -100.00% | - | Jun 30, 2024 |
| SALZHAUER MICHAEL | - | - | - | -5,991 | -100.00% | - | Jun 30, 2024 |
| FDX ADVISORS, INC. | - | - | - | -5,314 | -100.00% | - | Jun 30, 2024 |
| CSS LLC/IL | - | - | - | -5,000 | -100.00% | - | Jun 30, 2024 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | - | - | - | -4,404 | -100.00% | - | Jun 30, 2024 |
| LGT FINANCIAL ADVISORS LLC | - | - | - | -4,253 | -100.00% | - | Jun 30, 2024 |
| CAPSTONE INVESTMENT ADVISORS, LLC | - | - | - | -4,118 | -100.00% | - | Jun 30, 2024 |
| ARGA INVESTMENT MANAGEMENT, LP | - | - | - | -3,838 | -100.00% | - | Jun 30, 2024 |
| CONNECTIVE PORTFOLIO MANAGEMENT, LLC | - | - | - | -3,500 | -100.00% | - | Jun 30, 2024 |
| DIVERSIFY ADVISORY SERVICES, LLC | - | - | - | -3,469 | -100.00% | - | Jun 30, 2024 |
| NOMURA HOLDINGS INC | - | - | - | -3,300 | -100.00% | - | Jun 30, 2024 |
| LINCOLN NATIONAL CORP | - | - | - | -3,253 | -100.00% | - | Jun 30, 2024 |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD. | - | - | - | -2,950 | -100.00% | - | Jun 30, 2024 |
| VERDAD ADVISERS, LP | - | - | - | -2,816 | -100.00% | - | Jun 30, 2024 |
| ROCKPORT WEALTH LLC | - | - | - | -2,736 | -100.00% | - | Jun 30, 2024 |
| HARTLINE INVESTMENT CORP/ | - | - | - | -2,651 | -100.00% | - | Jun 30, 2024 |
| GATEWAY ADVISORY, LLC | - | - | - | -2,285 | -100.00% | - | Jun 30, 2024 |
| INTECH INVESTMENT MANAGEMENT LLC | - | - | - | -2,198 | -100.00% | - | Jun 30, 2024 |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | - | - | - | -2,149 | -100.00% | - | Jun 30, 2024 |
| HAMILTON CAPITAL, LLC | - | - | - | -2,145 | -100.00% | - | Jun 30, 2024 |
| FIRST CITIZENS BANK & TRUST CO | - | - | - | -2,123 | -100.00% | - | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | - | - | - | -2,000 | -100.00% | - | Jun 30, 2024 |
| TEAM HEWINS, LLC | - | - | - | -1,994 | -100.00% | - | Jun 30, 2024 |
| CAPITAL WEALTH PLANNING, LLC | - | - | - | -1,950 | -100.00% | - | Jun 30, 2024 |
| WNY ASSET MANAGEMENT, LLC | - | - | - | -1,905 | -100.00% | - | Jun 30, 2024 |
| EVERGREEN WEALTH SOLUTIONS, LLC | - | - | - | -1,813 | -100.00% | - | Jun 30, 2024 |
| MEIJI YASUDA LIFE INSURANCE CO | - | - | - | -1,788 | -100.00% | - | Jun 30, 2024 |
| MISSION CREEK CAPITAL PARTNERS, INC. | - | - | - | -1,575 | -100.00% | - | Jun 30, 2024 |
| WEALTH ALLIANCE | - | - | - | -1,543 | -100.00% | - | Jun 30, 2024 |
| MAIN STREET RESEARCH LLC | - | - | - | -1,519 | -100.00% | - | Jun 30, 2024 |
| LIFEPLAN FINANCIAL, LLC | - | - | - | -1,503 | -100.00% | - | Jun 30, 2024 |
| FOURTHOUGHT FINANCIAL PARTNERS, LLC | - | - | - | -1,500 | -100.00% | - | Jun 30, 2024 |
| PORTSIDE WEALTH GROUP, LLC | - | - | - | -1,440 | -100.00% | - | Jun 30, 2024 |
| MARATHON CAPITAL MANAGEMENT | - | - | - | -1,434 | -100.00% | - | Jun 30, 2024 |
| ETHOS FINANCIAL GROUP, LLC | - | - | - | -1,434 | -100.00% | - | Jun 30, 2024 |
| EDGE CAPITAL GROUP, LLC | - | - | - | -1,433 | -100.00% | - | Jun 30, 2024 |
| RVW WEALTH, LLC | - | - | - | -1,404 | -100.00% | - | Jun 30, 2024 |
| AJOVISTA, LLC | - | - | - | -1,404 | -100.00% | - | Jun 30, 2024 |
| KEYSTONE INVESTORS PTE LTD | - | - | - | -1,392 | -100.00% | - | Jun 30, 2024 |
| APPLIED CAPITAL LLC/FL | - | - | - | -1,379 | -100.00% | - | Jun 30, 2024 |
| GALLACHER CAPITAL MANAGEMENT LLC | - | - | - | -1,377 | -100.00% | - | Jun 30, 2024 |
| VICUS CAPITAL | - | - | - | -1,361 | -100.00% | - | Jun 30, 2024 |
| NEW COVENANT TRUST COMPANY, N.A. | - | - | - | -744 | -100.00% | - | Jun 30, 2024 |
| PALISADE ASSET MANAGEMENT, LLC | - | - | - | -500 | -100.00% | - | Jun 30, 2024 |
| HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. | - | - | - | -385 | -100.00% | - | Jun 30, 2024 |
| FIRST UNITED BANK & TRUST | - | - | - | -152 | -100.00% | - | Jun 30, 2024 |
| ICA GROUP WEALTH MANAGEMENT, LLC | - | - | - | -131 | -100.00% | - | Jun 30, 2024 |
| BLACKSTON FINANCIAL ADVISORY GROUP, LLC | - | - | - | -127 | -100.00% | - | Jun 30, 2024 |
| MOORS & CABOT, INC. | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| GOALVEST ADVISORY LLC | - | - | - | -75 | -100.00% | - | Jun 30, 2024 |
| ARLINGTON TRUST CO LLC | - | - | - | -73 | -100.00% | - | Jun 30, 2024 |
| CREWE ADVISORS LLC | - | - | - | -35 | -100.00% | - | Jun 30, 2024 |
| TCTC HOLDINGS, LLC | - | - | - | -28 | -100.00% | - | Jun 30, 2024 |
| VISIONPOINT ADVISORY GROUP, LLC | - | - | - | -24 | -100.00% | - | Jun 30, 2024 |
| LIFESTEPS FINANCIAL, INC. | - | - | - | -21 | -100.00% | - | Jun 30, 2024 |
| TUCKER ASSET MANAGEMENT LLC | - | - | - | -12 | -100.00% | - | Jun 30, 2024 |
| COLONIAL TRUST ADVISORS | - | - | - | -6 | -100.00% | - | Jun 30, 2024 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | - | - | - | -5 | -100.00% | - | Jun 30, 2024 |
| NEWSQUARE CAPITAL LLC | - | - | - | -4 | -100.00% | - | Jun 30, 2024 |
| TFO-TDC, LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Capital One Financial's largest sold out institutional shareholder by shares sold is MASSACHUSETTS FINANCIAL SERVICES CO /MA/, sold -0.62M shares, valued at -, as of undefined.
Capital One Financial Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| HIGHLAND FUNDS II | 54.74% | 810,000 | - | - | Dec 31, 2023 |
| Manager Directed Portfolios | 48.75% | 7,983,000 | - | - | Jan 31, 2024 |
| Manager Directed Portfolios | 40.69% | 6,663,000 | - | - | Jan 31, 2024 |
| Manager Directed Portfolios | 32.31% | 5,291,000 | - | - | Jan 31, 2024 |
| Atlas U.S. Tactical Income Fund | 10.14% | 6,725,000 | - | - | Mar 31, 2024 |
| Clough Global Dividend & Income Fund | 9.52% | 1,000,000 | - | - | Jan 31, 2024 |
| VICTORY VARIABLE INSURANCE FUNDS | 7.67% | 3,930,000 | - | - | Mar 31, 2024 |
| VICTORY VARIABLE INSURANCE FUNDS | 6.83% | 3,500,000 | - | - | Mar 31, 2024 |
| UBS Series Funds | 4.65% | 20,000,000 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 4.40% | 2,297,000 | - | - | Mar 31, 2024 |
| TRUST FOR CREDIT UNIONS | 4.26% | 19,430,000 | - | - | Feb 28, 2023 |
| VICTORY VARIABLE INSURANCE FUNDS | 4.21% | 2,158,000 | - | - | Mar 31, 2024 |
| VICTORY VARIABLE INSURANCE FUNDS | 3.90% | 1,999,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 3.83% | 2,000,000 | - | - | Mar 31, 2024 |
| Atlas U.S. Tactical Income Fund | 3.77% | 2,500,000 | - | - | Mar 31, 2024 |
| HSBC FUNDS | 3.72% | 120,000 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 2.59% | 1,350,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 2.23% | 1,162,000 | - | - | Mar 31, 2024 |
| DAVIS VARIABLE ACCOUNT FUND INC | 1.63% | 89,160 | -2,520 | -2.75% | Dec 31, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 1.53% | 800,000 | - | - | Mar 31, 2024 |
| Clipper Funds Trust | 1.46% | 541,963 | -17,940 | -3.20% | Dec 31, 2023 |
| Capital Group Dividend Value ETF | 1.40% | 832,338 | 832,338 | - | Feb 29, 2024 |
| FRANKLIN STRATEGIC SERIES | 1.40% | 11,900,000 | - | - | Jan 31, 2024 |
| SELECTED AMERICAN SHARES INC | 1.37% | 849,275 | -40,650 | -4.57% | Dec 31, 2023 |
| SEQUOIA FUND INC | 1.34% | 1,033,339 | -149,322 | -12.63% | Mar 28, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.33% | 693,000 | - | - | Mar 31, 2024 |
| DAVIS NEW YORK VENTURE FUND INC | 1.31% | 3,514,508 | -206,480 | -5.55% | Jan 31, 2024 |
| TRUST FOR CREDIT UNIONS | 1.30% | 5,918,000 | - | - | Feb 28, 2023 |
| Nuveen Tax-Advantaged Dividend Growth Fund | 1.29% | 845,000 | - | - | Sep 30, 2021 |
| Davis Fundamental ETF Trust | 1.28% | 571,376 | 19,789 | 3.59% | Jan 31, 2024 |
| CM ADVISORS FAMILY OF FUNDS | 1.02% | 250,000 | - | - | Feb 29, 2024 |
| Mairs & Power Funds Trust | 1.01% | 4,000,000 | - | - | Mar 31, 2022 |
| Nuveen Investment Trust V | 0.94% | 47,178,000 | - | - | Feb 29, 2024 |
| MATRIX ADVISORS VALUE FUND INC | 0.91% | 5,600 | - | - | Mar 31, 2024 |
| DAVIS SERIES INC | 0.86% | 995,692 | -3,410 | -0.34% | Dec 31, 2023 |
| First Trust Intermediate Duration Preferred & Income Fund | 0.74% | 11,339,000 | - | - | Jan 31, 2024 |
| Nuveen Preferred & Income Securities Fund | 0.69% | 15,487,000 | - | - | Oct 31, 2023 |
| Cohen & Steers Low Duration Preferred & Income Fund, Inc. | 0.63% | 10,000,000 | - | - | Jan 31, 2024 |
| BNY Mellon Investment Funds VII, Inc. | 0.62% | 650,000 | - | - | Jan 31, 2024 |
| Federated Hermes Equity Income Fund, Inc. | 0.62% | 90,997 | - | - | Feb 29, 2024 |
| PERMANENT PORTFOLIO FAMILY OF FUNDS | 0.62% | 7,000,000 | - | - | Jan 31, 2024 |
| Milliman Variable Insurance Trust | 0.61% | 254 | -11 | -4.15% | Mar 31, 2024 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST | 0.60% | 1,100,000 | - | - | Mar 31, 2024 |
| Arrow Investments Trust | 0.58% | 1,111,000 | - | - | Jan 31, 2024 |
| Invesco Management Trust | 0.57% | 10,715,000 | - | - | Feb 29, 2024 |
| T. Rowe Price Corporate Income Fund, Inc. | 0.56% | 3,285,000 | - | - | Feb 29, 2024 |
| DEUTSCHE DWS VARIABLE SERIES I | 0.56% | 200,000 | - | - | Mar 31, 2024 |
| AGF Investments Trust | 0.55% | -10,413 | - | - | Mar 31, 2024 |
| BLACKROCK CREDIT ALLOCATION INCOME TRUST | 0.55% | 6,980,000 | - | - | Mar 31, 2024 |
| SOUND SHORE FUND INC | 0.53% | 270,970 | - | - | Mar 31, 2024 |
| Nuveen Preferred & Income Term Fund | 0.53% | 2,940,000 | - | - | Jan 31, 2024 |
| MORGAN STANLEY VARIABLE INVESTMENT SERIES | 0.53% | 275,000 | - | - | Jun 30, 2023 |
| MORGAN STANLEY VARIABLE INVESTMENT SERIES | 0.53% | 275,000 | -50,000 | -15.38% | Jun 30, 2023 |
| Nuveen Preferred & Income Fund | 0.52% | 575,000 | - | - | Oct 31, 2023 |
| BLACKROCK CORE BOND TRUST | 0.50% | 3,500,000 | - | - | Mar 31, 2024 |
| BlackRock Multi-Sector Income Trust | 0.48% | 3,500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.48% | 251,100 | - | - | Mar 31, 2024 |
| Federated Hermes Investment Series Funds, Inc. | 0.48% | 5,500,000 | - | - | Feb 29, 2024 |
| NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUND | 0.47% | 340,000 | - | - | Sep 30, 2021 |
| BBH Trust | 0.47% | 45,285,000 | - | - | Jan 31, 2024 |
| PARNASSUS FUNDS | 0.47% | 700,000 | - | - | Mar 31, 2024 |
| SEI Exchange Traded Funds | 0.46% | 6,509 | 626 | 10.64% | Dec 31, 2023 |
| AB CORE OPPORTUNITIES FUND, INC. | 0.45% | 22,170 | - | - | Feb 29, 2024 |
| PIMCO Energy & Tactical Credit Opportunities Fund | 0.43% | 3,100,000 | - | - | Mar 31, 2024 |
| PIONEER SHORT TERM INCOME FUND | 0.43% | 2,800,000 | - | - | Feb 29, 2024 |
| INVESTMENT CO OF AMERICA | 0.43% | 6,701,705 | 3,592,992 | 115.58% | Mar 31, 2024 |
| AMERICAN FUNDS CORPORATE BOND FUND | 0.43% | 7,591,000 | 7,591,000 | - | Feb 29, 2024 |
| AMERICAN MUTUAL FUND | 0.43% | 3,973,486 | -1,243,243 | -23.83% | Jan 31, 2024 |
| Arrow Investments Trust | 0.42% | 814,000 | - | - | Jan 31, 2024 |
| BLACKROCK ENHANCED CAPITAL & INCOME FUND, INC. | 0.42% | 72,610 | - | - | Mar 31, 2024 |
| Segall Bryant & Hamill Trust | 0.41% | 7,640,000 | - | - | Mar 31, 2024 |
| BLACKROCK LARGE CAP FOCUS VALUE FUND, INC. | 0.41% | 274,708 | - | - | Mar 28, 2024 |
| Pioneer Series Trust IV | 0.40% | 8,710,000 | - | - | Jan 31, 2024 |
| JOHN HANCOCK INCOME SECURITIES TRUST | 0.40% | 1,335,000 | - | - | Jan 31, 2024 |
| BLACKROCK CREDIT ALLOCATION INCOME TRUST | 0.39% | 5,000,000 | - | - | Mar 31, 2024 |
| JOHN HANCOCK CAPITAL SERIES | 0.39% | 410,220 | -116,538 | -22.12% | Jan 31, 2024 |
| American Funds Multi-Sector Income Fund | 0.39% | 55,143,000 | 55,143,000 | - | Mar 31, 2024 |
| LEGG MASON PARTNERS INVESTMENT TRUST | 0.38% | 19,317,000 | - | - | Mar 28, 2024 |
| Ultimus Managers Trust | 0.38% | 4,380,000 | - | - | Feb 29, 2024 |
| T. Rowe Price Financial Services Fund, Inc. | 0.38% | 305,800 | -78,400 | -20.41% | Mar 31, 2024 |
| T. Rowe Price Value Fund, Inc. | 0.38% | 1,931,230 | - | - | Mar 31, 2024 |
| PGIM ETF TRUST | 0.36% | 24,000,000 | - | - | Feb 29, 2024 |
| Northern Lights Fund Trust | 0.35% | 28,229,000 | - | - | Jan 31, 2024 |
| PARNASSUS INCOME FUNDS | 0.35% | 2,000,000 | - | - | Mar 31, 2024 |
| CALDWELL & ORKIN FUNDS INC | 0.34% | 4,600 | - | - | Jan 31, 2024 |
| AMG Funds IV | 0.33% | 1,000,000 | - | - | Jan 31, 2024 |
| BRIDGES INVESTMENT FUND INC | 0.33% | 10,000 | - | - | Dec 31, 2022 |
| AMERICAN PENSION INVESTORS TRUST | 0.33% | 2,000,000 | - | - | Jan 31, 2024 |
| Natixis ETF Trust | 0.32% | 65,000 | - | - | Mar 31, 2024 |
| T. Rowe Price Corporate Income Fund, Inc. | 0.32% | 1,870,000 | - | - | Feb 29, 2024 |
| Franklin Custodian Funds | 0.31% | 159,532,733 | - | - | Mar 31, 2024 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.30% | 7,788,000 | - | - | Mar 31, 2024 |
| BNY Mellon Investment Funds VII, Inc. | 0.30% | 345,000 | - | - | Apr 30, 2022 |
| LEGG MASON PARTNERS INVESTMENT TRUST | 0.30% | 15,194,000 | - | - | Mar 28, 2024 |
| TRUST FOR CREDIT UNIONS | 0.29% | 1,325,000 | - | - | Feb 28, 2023 |
| Fidelity Merrimack Street Trust | 0.29% | 29,144,000 | 7,966,000 | 37.61% | Feb 29, 2024 |
| Capital Group Central Fund Series II | 0.29% | 33,608,000 | 33,608,000 | - | Feb 29, 2024 |
| Capital Group Growth ETF | 0.29% | 110,893 | 1,866 | 1.71% | Feb 29, 2024 |
| ActiveShares ETF Trust | 0.28% | 245 | -119 | -32.69% | Mar 31, 2024 |
| CENTRAL SECURITIES CORP | 0.27% | 300,000 | - | - | Mar 31, 2024 |
Capital One Financial's largest mutual fund holder by % of total assets is "HIGHLAND FUNDS II", owning 810.00K shares, compromising 54.74% of its total assets.
Capital One Financial Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 725 | -40.08% |
| 31 Mar, 24 | 1,210 | 1.51% |
| 31 Dec, 23 | 1,192 | 12.14% |
| 30 Sep, 23 | 1,063 | -1.21% |
| 30 Jun, 23 | 1,076 | 1.03% |
| 31 Mar, 23 | 1,065 | -1.48% |
| 31 Dec, 22 | 1,081 | 4.04% |
| 30 Sep, 22 | 1,039 | -2.26% |
| 30 Jun, 22 | 1,063 | -5.43% |
| 31 Mar, 22 | 1,124 | -5.23% |
| 31 Dec, 21 | 1,186 | 2.86% |
| 30 Sep, 21 | 1,153 | - |
| 30 Jun, 21 | 1,153 | 9.71% |
| 31 Mar, 21 | 1,051 | 9.25% |
| 31 Dec, 20 | 962 | 12.25% |
| 30 Sep, 20 | 857 | -3.71% |
| 30 Jun, 20 | 890 | -1.77% |
| 31 Mar, 20 | 906 | -10.39% |
| 31 Dec, 19 | 1,011 | 6.31% |
| 30 Sep, 19 | 951 | -0.83% |
| 30 Jun, 19 | 959 | 0.84% |
| 31 Mar, 19 | 951 | -1.76% |
| 31 Dec, 18 | 968 | -2.71% |
| 30 Sep, 18 | 995 | 3.86% |
| 30 Jun, 18 | 958 | 2.57% |
| 31 Mar, 18 | 934 | 0.76% |
| 31 Dec, 17 | 927 | 7.79% |
| 30 Sep, 17 | 860 | -0.23% |
| 30 Jun, 17 | 862 | -1.15% |
| 31 Mar, 17 | 872 | -1.69% |
| 31 Dec, 16 | 887 | 12.71% |
| 30 Sep, 16 | 787 | -2.48% |
| 30 Jun, 16 | 807 | -2.06% |
| 31 Mar, 16 | 824 | -3.06% |
| 31 Dec, 15 | 850 | 2.78% |
| 30 Sep, 15 | 827 | -2.13% |
| 30 Jun, 15 | 845 | 2.80% |
| 31 Mar, 15 | 822 | -6.06% |
| 31 Dec, 14 | 875 | 5.42% |
| 30 Sep, 14 | 830 | 2.60% |
| 30 Jun, 14 | 809 | 3.59% |
| 31 Mar, 14 | 781 | -0.76% |
| 31 Dec, 13 | 787 | 9.61% |
| 30 Sep, 13 | 718 | 6.21% |
| 30 Jun, 13 | 676 | 108.00% |
| 31 Mar, 13 | 325 | 3.83% |
| 31 Dec, 12 | 313 | 7.93% |
| 30 Sep, 12 | 290 | 6.23% |
| 30 Jun, 12 | 273 | 0.37% |
| 31 Mar, 12 | 272 | 4.62% |
| 31 Dec, 11 | 260 | 16.07% |
| 30 Sep, 11 | 224 | 1.82% |
| 30 Jun, 11 | 220 | 13.40% |
| 31 Mar, 11 | 194 | 3.74% |
| 31 Dec, 10 | 187 | 12.65% |
| 30 Sep, 10 | 166 | 1.22% |
| 30 Jun, 10 | 164 | 5.81% |
| 31 Mar, 10 | 155 | 3.33% |
| 31 Dec, 09 | 150 | 7.14% |
| 30 Sep, 09 | 140 | 0.72% |
| 30 Jun, 09 | 139 | 6.92% |
| 31 Mar, 09 | 130 | -12.16% |
| 31 Dec, 08 | 148 | -3.27% |
| 30 Sep, 08 | 153 | 11.68% |
| 30 Jun, 08 | 137 | -9.87% |
| 31 Mar, 08 | 152 | 0.66% |
| 31 Dec, 07 | 151 | -3.82% |
| 30 Sep, 07 | 157 | -7.65% |
| 30 Jun, 07 | 170 | - |
| 31 Mar, 07 | 170 | -3.95% |
| 31 Dec, 06 | 177 | 20.41% |
| 30 Sep, 06 | 147 | -3.92% |
| 30 Jun, 06 | 153 | -8.93% |
| 31 Mar, 06 | 168 | 20.00% |
| 31 Dec, 05 | 140 | 14.75% |
| 30 Sep, 05 | 122 | -1.61% |
| 30 Jun, 05 | 124 | 22.77% |
| 31 Mar, 05 | 101 | -14.41% |
| 31 Dec, 04 | 118 | 28.26% |
| 30 Sep, 04 | 92 | -8.00% |
| 30 Jun, 04 | 100 | -11.50% |
| 31 Mar, 04 | 113 | 10.78% |
| 31 Dec, 03 | 102 | 17.24% |
| 30 Sep, 03 | 87 | 14.47% |
| 30 Jun, 03 | 76 | 22.58% |
| 31 Mar, 03 | 62 | -1.59% |
| 31 Dec, 02 | 63 | 3.28% |
| 30 Sep, 02 | 61 | 1.67% |
| 30 Jun, 02 | 60 | -7.69% |
| 31 Mar, 02 | 65 | 66.67% |
| 31 Dec, 01 | 39 | -17.02% |
| 30 Sep, 01 | 47 | -7.84% |
| 30 Jun, 01 | 51 | 10.87% |
| 31 Mar, 01 | 46 | 12.20% |
| 31 Dec, 00 | 41 | 13.89% |
| 30 Sep, 00 | 36 | -10.00% |
| 30 Jun, 00 | 40 | -2.44% |
| 31 Mar, 00 | 41 | - |
| 31 Dec, 99 | 41 | 41.38% |
| 30 Sep, 99 | 29 | -25.64% |
| 30 Jun, 99 | 39 | 44.44% |
| 31 Mar, 99 | 27 | 575.00% |
| 31 Dec, 98 | 4 | - |
As of 30 Jun 24, 725 institutions are holding Capital One Financial's shares, representing a decrease of -40.08% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 60,887,939 | -82.52% |
| 31 Mar, 24 | 348,387,332 | 2.03% |
| 31 Dec, 23 | 341,471,635 | 2.60% |
| 30 Sep, 23 | 332,807,919 | -3.13% |
| 30 Jun, 23 | 343,566,367 | 0.20% |
| 31 Mar, 23 | 342,888,438 | 0.60% |
| 31 Dec, 22 | 340,853,352 | 0.17% |
| 30 Sep, 22 | 340,283,723 | 0.09% |
| 30 Jun, 22 | 339,978,184 | -4.10% |
| 31 Mar, 22 | 354,518,268 | -3.59% |
| 31 Dec, 21 | 367,717,599 | -4.19% |
| 30 Sep, 21 | 383,781,773 | -3.77% |
| 30 Jun, 21 | 398,813,046 | -2.94% |
| 31 Mar, 21 | 410,890,661 | -1.13% |
| 31 Dec, 20 | 415,575,307 | 0.46% |
| 30 Sep, 20 | 413,676,190 | 1.74% |
| 30 Jun, 20 | 406,604,042 | -0.88% |
| 31 Mar, 20 | 410,233,378 | -0.13% |
| 31 Dec, 19 | 410,782,629 | -1.33% |
| 30 Sep, 19 | 416,299,467 | -0.72% |
| 30 Jun, 19 | 419,331,859 | -0.34% |
| 31 Mar, 19 | 420,779,686 | 0.73% |
| 31 Dec, 18 | 417,743,178 | -0.54% |
| 30 Sep, 18 | 420,019,963 | -1.63% |
| 30 Jun, 18 | 426,965,931 | -2.23% |
| 31 Mar, 18 | 436,708,790 | -0.31% |
| 31 Dec, 17 | 438,050,716 | 1.30% |
| 30 Sep, 17 | 432,448,305 | 0.55% |
| 30 Jun, 17 | 430,103,506 | -0.09% |
| 31 Mar, 17 | 430,474,356 | -0.87% |
| 31 Dec, 16 | 434,268,129 | -1.33% |
| 30 Sep, 16 | 440,126,490 | -1.37% |
| 30 Jun, 16 | 446,261,062 | -4.57% |
| 31 Mar, 16 | 467,617,042 | -1.19% |
| 31 Dec, 15 | 473,225,913 | -3.24% |
| 30 Sep, 15 | 489,074,788 | -0.49% |
| 30 Jun, 15 | 491,486,168 | 1.12% |
| 31 Mar, 15 | 486,061,762 | -1.14% |
| 31 Dec, 14 | 491,664,682 | -0.52% |
| 30 Sep, 14 | 494,231,479 | -1.93% |
| 30 Jun, 14 | 503,932,754 | -0.98% |
| 31 Mar, 14 | 508,911,407 | 0.71% |
| 31 Dec, 13 | 505,331,119 | -2.72% |
| 30 Sep, 13 | 519,452,690 | 4.86% |
| 30 Jun, 13 | 495,384,338 | 98.05% |
| 31 Mar, 13 | 250,133,935 | 7.39% |
| 31 Dec, 12 | 232,911,278 | 6.20% |
| 30 Sep, 12 | 219,316,611 | -21.16% |
| 30 Jun, 12 | 278,185,403 | 48.60% |
| 31 Mar, 12 | 187,206,333 | -5.80% |
| 31 Dec, 11 | 198,732,667 | 13.49% |
| 30 Sep, 11 | 175,103,308 | -4.01% |
| 30 Jun, 11 | 182,411,112 | -6.52% |
| 31 Mar, 11 | 195,127,272 | 10.17% |
| 31 Dec, 10 | 177,108,482 | 8.67% |
| 30 Sep, 10 | 162,983,450 | -1.72% |
| 30 Jun, 10 | 165,834,655 | 4.72% |
| 31 Mar, 10 | 158,366,048 | 8.06% |
| 31 Dec, 09 | 146,554,467 | -6.51% |
| 30 Sep, 09 | 156,762,790 | -0.69% |
| 30 Jun, 09 | 157,852,913 | 10.48% |
| 31 Mar, 09 | 142,885,456 | -15.40% |
| 31 Dec, 08 | 168,889,041 | 10.93% |
| 30 Sep, 08 | 152,250,888 | 0.31% |
| 30 Jun, 08 | 151,773,500 | 7.83% |
| 31 Mar, 08 | 140,753,101 | 124.50% |
| 31 Dec, 07 | 62,696,495 | -37.37% |
| 30 Sep, 07 | 100,099,688 | 6.07% |
| 30 Jun, 07 | 94,369,303 | 25.55% |
| 31 Mar, 07 | 75,163,286 | -17.26% |
| 31 Dec, 06 | 90,846,695 | 18.27% |
| 30 Sep, 06 | 76,815,271 | -1.23% |
| 30 Jun, 06 | 77,774,699 | -3.89% |
| 31 Mar, 06 | 80,922,217 | 6.63% |
| 31 Dec, 05 | 75,887,350 | 83.00% |
| 30 Sep, 05 | 41,469,361 | -39.25% |
| 30 Jun, 05 | 68,257,699 | 18.24% |
| 31 Mar, 05 | 57,728,941 | 30.25% |
| 31 Dec, 04 | 44,321,154 | 4.19% |
| 30 Sep, 04 | 42,540,185 | 2.72% |
| 30 Jun, 04 | 41,412,804 | 7.29% |
| 31 Mar, 04 | 38,598,365 | 16.64% |
| 31 Dec, 03 | 33,091,349 | -6.80% |
| 30 Sep, 03 | 35,505,474 | 15.28% |
| 30 Jun, 03 | 30,799,123 | 5.02% |
| 31 Mar, 03 | 29,326,399 | 17.64% |
| 31 Dec, 02 | 24,928,252 | 6.35% |
| 30 Sep, 02 | 23,439,258 | 32.38% |
| 30 Jun, 02 | 17,706,082 | 2.10% |
| 31 Mar, 02 | 17,341,374 | 42.44% |
| 31 Dec, 01 | 12,174,312 | -37.62% |
| 30 Sep, 01 | 19,515,132 | -24.70% |
| 30 Jun, 01 | 25,914,882 | 23.50% |
| 31 Mar, 01 | 20,984,471 | 12.79% |
| 31 Dec, 00 | 18,604,433 | 5.00% |
| 30 Sep, 00 | 17,718,789 | 10.33% |
| 30 Jun, 00 | 16,059,698 | -29.27% |
| 31 Mar, 00 | 22,704,731 | 67.00% |
| 31 Dec, 99 | 13,595,596 | -25.17% |
| 30 Sep, 99 | 18,167,850 | -20.03% |
| 30 Jun, 99 | 22,717,487 | 173.89% |
| 31 Mar, 99 | 8,294,461 | 7150.85% |
| 31 Dec, 98 | 114,393 | - |
Capital One Financial (COF) has 60.89M shares outstanding as of 30 Jun 24, down -82.52% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 15.93% | 0.19% |
| 31 Mar, 24 | 91.15% | 1.14% |
| 31 Dec, 23 | 89.41% | 1.18% |
| 30 Sep, 23 | 87.01% | 1.08% |
| 30 Jun, 23 | 89.75% | 1.12% |
| 31 Mar, 23 | 89.62% | 1.13% |
| 31 Dec, 22 | 89.09% | 1.13% |
| 30 Sep, 22 | 88.75% | 1.18% |
| 30 Jun, 22 | 86.91% | 1.16% |
| 31 Mar, 22 | 86.38% | 1.25% |
| 31 Dec, 21 | 83.10% | 1.09% |
| 30 Sep, 21 | 87.46% | 1.12% |
| 30 Jun, 21 | 88.51% | 1.10% |
| 31 Mar, 21 | 89.60% | 1.09% |
| 31 Dec, 20 | 90.52% | 1.11% |
| 30 Sep, 20 | 90.36% | 1.13% |
| 30 Jun, 20 | 89.27% | 1.11% |
| 31 Mar, 20 | 89.65% | 1.16% |
| 31 Dec, 19 | 87.85% | 1.12% |
| 30 Sep, 19 | 88.67% | 1.12% |
| 30 Jun, 19 | 89.07% | 1.11% |
| 31 Mar, 19 | 89.64% | 1.18% |
| 31 Dec, 18 | 87.05% | 1.13% |
| 30 Sep, 18 | 87.91% | 1.13% |
| 30 Jun, 18 | 88.02% | 1.09% |
| 31 Mar, 18 | 89.69% | 1.10% |
| 31 Dec, 17 | 90.31% | 1.14% |
| 30 Sep, 17 | 89.18% | 1.13% |
| 30 Jun, 17 | 88.86% | 1.12% |
| 31 Mar, 17 | 89.25% | 1.21% |
| 31 Dec, 16 | 86.01% | 1.11% |
| 30 Sep, 16 | 87.83% | 1.15% |
| 30 Jun, 16 | 87.21% | 1.09% |
| 31 Mar, 16 | 89.33% | 1.17% |
| 31 Dec, 15 | 87.34% | 1.07% |
| 30 Sep, 15 | 90.47% | 1.11% |
| 30 Jun, 15 | 90.08% | 1.15% |
| 31 Mar, 15 | 88.34% | 1.16% |
| 31 Dec, 14 | 87.31% | 1.12% |
| 30 Sep, 14 | 88.27% | 1.12% |
| 30 Jun, 14 | 88.80% | 1.12% |
| 31 Mar, 14 | 89.13% | 1.15% |
| 31 Dec, 13 | 88.13% | 1.11% |
| 30 Sep, 13 | 89.21% | 1.23% |
| 30 Jun, 13 | 85.19% | 4.59% |
| 31 Mar, 13 | 43.09% | 2.66% |
| 31 Dec, 12 | 40.21% | 2.80% |
| 30 Sep, 12 | 37.92% | 1.64% |
| 30 Jun, 12 | 48.15% | 3.56% |
| 31 Mar, 12 | 36.80% | 1.93% |
| 31 Dec, 11 | 43.63% | 2.96% |
| 30 Sep, 11 | 38.40% | 2.40% |
| 30 Jun, 11 | 40.04% | 2.17% |
| 31 Mar, 11 | 42.97% | 2.80% |
| 31 Dec, 10 | 39.18% | 3.00% |
| 30 Sep, 10 | 36.13% | 2.70% |
| 30 Jun, 10 | 36.55% | 2.97% |
| 31 Mar, 10 | 35.09% | 3.31% |
| 31 Dec, 09 | 32.57% | 2.68% |
| 30 Sep, 09 | 34.88% | 2.52% |
| 30 Jun, 09 | 37.24% | 2.78% |
| 31 Mar, 09 | 36.59% | 1.81% |
| 31 Dec, 08 | 44.92% | 2.71% |
| 30 Sep, 08 | 40.68% | 2.45% |
| 30 Jun, 08 | 40.76% | 2.83% |
| 31 Mar, 08 | 37.98% | 14.72% |
| 31 Dec, 07 | 16.06% | 2.42% |
| 30 Sep, 07 | 25.74% | 4.42% |
| 30 Jun, 07 | 24.15% | 7.15% |
| 31 Mar, 07 | 18.37% | 2.13% |
| 31 Dec, 06 | 29.34% | 4.52% |
| 30 Sep, 06 | 25.48% | 3.80% |
| 30 Jun, 06 | 25.90% | 3.55% |
| 31 Mar, 06 | 27.02% | 4.21% |
| 31 Dec, 05 | 25.34% | 10.06% |
| 30 Sep, 05 | 15.87% | 2.18% |
| 30 Jun, 05 | 26.99% | 4.80% |
| 31 Mar, 05 | 23.70% | 6.70% |
| 31 Dec, 04 | 18.81% | 5.83% |
| 30 Sep, 04 | 17.97% | 5.74% |
| 30 Jun, 04 | 17.69% | 6.41% |
| 31 Mar, 04 | 16.61% | 7.94% |
| 31 Dec, 03 | 14.46% | 5.79% |
| 30 Sep, 03 | 15.81% | 8.33% |
| 30 Jun, 03 | 13.78% | 8.00% |
| 31 Mar, 03 | 13.12% | 10.22% |
| 31 Dec, 02 | 11.33% | 10.10% |
| 30 Sep, 02 | 10.60% | 16.35% |
| 30 Jun, 02 | 8.05% | 12.79% |
| 31 Mar, 02 | 7.93% | 25.51% |
| 31 Dec, 01 | 5.58% | 6.40% |
| 30 Sep, 01 | 9.33% | 6.12% |
| 30 Jun, 01 | 12.35% | 11.80% |
| 31 Mar, 01 | 10.23% | 11.41% |
| 31 Dec, 00 | 9.47% | 11.70% |
| 30 Sep, 00 | 9.00% | 13.59% |
| 30 Jun, 00 | 8.14% | 6.16% |
| 31 Mar, 00 | 11.49% | 23.78% |
| 31 Dec, 99 | 6.95% | 8.31% |
| 30 Sep, 99 | 9.14% | 7.01% |
| 30 Jun, 99 | 11.42% | 64.47% |
| 31 Mar, 99 | 4.21% | 123830.19% |
| 31 Dec, 98 | 0.06% | - |
As of 30 Jun 24, Capital One Financial is held by 15.93% institutional shareholders, representing a 0.19% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 318 | -41.33% |
| 31 Mar, 24 | 542 | -8.60% |
| 31 Dec, 23 | 593 | 43.58% |
| 30 Sep, 23 | 413 | -8.22% |
| 30 Jun, 23 | 450 | -7.02% |
| 31 Mar, 23 | 484 | 4.76% |
| 31 Dec, 22 | 462 | 7.94% |
| 30 Sep, 22 | 428 | -8.15% |
| 30 Jun, 22 | 466 | -8.09% |
| 31 Mar, 22 | 507 | -6.97% |
| 31 Dec, 21 | 545 | 11.00% |
| 30 Sep, 21 | 491 | -10.24% |
| 30 Jun, 21 | 547 | 9.40% |
| 31 Mar, 21 | 500 | 6.61% |
| 31 Dec, 20 | 469 | 45.65% |
| 30 Sep, 20 | 322 | -8.26% |
| 30 Jun, 20 | 351 | -7.63% |
| 31 Mar, 20 | 380 | -7.99% |
| 31 Dec, 19 | 413 | 3.77% |
| 30 Sep, 19 | 398 | -4.33% |
| 30 Jun, 19 | 416 | 1.46% |
| 31 Mar, 19 | 410 | -7.24% |
| 31 Dec, 18 | 442 | 2.79% |
| 30 Sep, 18 | 430 | 3.61% |
| 30 Jun, 18 | 415 | 4.27% |
| 31 Mar, 18 | 398 | -8.29% |
| 31 Dec, 17 | 434 | 16.04% |
| 30 Sep, 17 | 374 | 3.60% |
| 30 Jun, 17 | 361 | 0.28% |
| 31 Mar, 17 | 360 | -8.16% |
| 31 Dec, 16 | 392 | 54.33% |
| 30 Sep, 16 | 254 | -23.26% |
| 30 Jun, 16 | 331 | -6.50% |
| 31 Mar, 16 | 354 | -8.29% |
| 31 Dec, 15 | 386 | - |
| 30 Sep, 15 | 386 | 0.52% |
| 30 Jun, 15 | 384 | 2.13% |
| 31 Mar, 15 | 376 | -9.40% |
| 31 Dec, 14 | 415 | 11.56% |
| 30 Sep, 14 | 372 | 5.08% |
| 30 Jun, 14 | 354 | 0.57% |
| 31 Mar, 14 | 352 | -1.40% |
| 31 Dec, 13 | 357 | 15.16% |
| 30 Sep, 13 | 310 | -36.99% |
| 30 Jun, 13 | 492 | 165.95% |
| 31 Mar, 13 | 185 | 6.32% |
| 31 Dec, 12 | 174 | 9.43% |
| 30 Sep, 12 | 159 | 6.00% |
| 30 Jun, 12 | 150 | -6.25% |
| 31 Mar, 12 | 160 | 16.79% |
| 31 Dec, 11 | 137 | 6.20% |
| 30 Sep, 11 | 129 | 12.17% |
| 30 Jun, 11 | 115 | 17.35% |
| 31 Mar, 11 | 98 | -1.01% |
| 31 Dec, 10 | 99 | 10.00% |
| 30 Sep, 10 | 90 | -4.26% |
| 30 Jun, 10 | 94 | 2.17% |
| 31 Mar, 10 | 92 | -3.16% |
| 31 Dec, 09 | 95 | 26.67% |
| 30 Sep, 09 | 75 | -10.71% |
| 30 Jun, 09 | 84 | 18.31% |
| 31 Mar, 09 | 71 | -10.13% |
| 31 Dec, 08 | 79 | 12.86% |
| 30 Sep, 08 | 70 | 4.48% |
| 30 Jun, 08 | 67 | -23.86% |
| 31 Mar, 08 | 88 | 20.55% |
| 31 Dec, 07 | 73 | -1.35% |
| 30 Sep, 07 | 74 | -9.76% |
| 30 Jun, 07 | 82 | -14.58% |
| 31 Mar, 07 | 96 | -27.27% |
| 31 Dec, 06 | 132 | 65.00% |
| 30 Sep, 06 | 80 | -4.76% |
| 30 Jun, 06 | 84 | -11.58% |
| 31 Mar, 06 | 95 | 6.74% |
| 31 Dec, 05 | 89 | 12.66% |
| 30 Sep, 05 | 79 | 2.60% |
| 30 Jun, 05 | 77 | 32.76% |
| 31 Mar, 05 | 58 | -17.14% |
| 31 Dec, 04 | 70 | 27.27% |
| 30 Sep, 04 | 55 | -6.78% |
| 30 Jun, 04 | 59 | -1.67% |
| 31 Mar, 04 | 60 | - |
| 31 Dec, 03 | 60 | 11.11% |
| 30 Sep, 03 | 54 | 35.00% |
| 30 Jun, 03 | 40 | 2.56% |
| 31 Mar, 03 | 39 | 18.18% |
| 31 Dec, 02 | 33 | -13.16% |
| 30 Sep, 02 | 38 | 18.75% |
| 30 Jun, 02 | 32 | -23.81% |
| 31 Mar, 02 | 42 | 68.00% |
| 31 Dec, 01 | 25 | -19.35% |
| 30 Sep, 01 | 31 | -11.43% |
| 30 Jun, 01 | 35 | - |
| 31 Mar, 01 | 35 | 16.67% |
| 31 Dec, 00 | 30 | 36.36% |
| 30 Sep, 00 | 22 | 4.76% |
| 30 Jun, 00 | 21 | -27.59% |
| 31 Mar, 00 | 29 | 11.54% |
| 31 Dec, 99 | 26 | 36.84% |
| 30 Sep, 99 | 19 | -50.00% |
| 30 Jun, 99 | 38 | 52.00% |
| 31 Mar, 99 | 25 | 525.00% |
| 31 Dec, 98 | 4 | - |
318 institutional shareholders have increased their position in COF stock as of 30 Jun 24 compared to 542 in the previous quarter (a -41.33% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 267 | -34.72% |
| 31 Mar, 24 | 409 | 3.28% |
| 31 Dec, 23 | 396 | -1.98% |
| 30 Sep, 23 | 404 | -0.25% |
| 30 Jun, 23 | 405 | 12.19% |
| 31 Mar, 23 | 361 | -9.07% |
| 31 Dec, 22 | 397 | -2.93% |
| 30 Sep, 22 | 409 | 1.49% |
| 30 Jun, 22 | 403 | 2.28% |
| 31 Mar, 22 | 394 | -6.86% |
| 31 Dec, 21 | 423 | -1.86% |
| 30 Sep, 21 | 431 | 10.80% |
| 30 Jun, 21 | 389 | 4.57% |
| 31 Mar, 21 | 372 | 17.35% |
| 31 Dec, 20 | 317 | -11.94% |
| 30 Sep, 20 | 360 | -5.01% |
| 30 Jun, 20 | 379 | 1.61% |
| 31 Mar, 20 | 373 | -4.85% |
| 31 Dec, 19 | 392 | 10.42% |
| 30 Sep, 19 | 355 | 0.28% |
| 30 Jun, 19 | 354 | -1.39% |
| 31 Mar, 19 | 359 | 2.87% |
| 31 Dec, 18 | 349 | 2.35% |
| 30 Sep, 18 | 341 | 2.71% |
| 30 Jun, 18 | 332 | -1.19% |
| 31 Mar, 18 | 336 | 7.01% |
| 31 Dec, 17 | 314 | 7.17% |
| 30 Sep, 17 | 293 | -7.57% |
| 30 Jun, 17 | 317 | -5.93% |
| 31 Mar, 17 | 337 | -2.03% |
| 31 Dec, 16 | 344 | -12.91% |
| 30 Sep, 16 | 395 | 15.84% |
| 30 Jun, 16 | 341 | -2.57% |
| 31 Mar, 16 | 350 | 10.41% |
| 31 Dec, 15 | 317 | 8.56% |
| 30 Sep, 15 | 292 | -2.99% |
| 30 Jun, 15 | 301 | -3.83% |
| 31 Mar, 15 | 313 | 5.74% |
| 31 Dec, 14 | 296 | 6.47% |
| 30 Sep, 14 | 278 | -2.80% |
| 30 Jun, 14 | 286 | 0.35% |
| 31 Mar, 14 | 285 | -0.70% |
| 31 Dec, 13 | 287 | 3.99% |
| 30 Sep, 13 | 276 | 131.93% |
| 30 Jun, 13 | 119 | 16.67% |
| 31 Mar, 13 | 102 | 0.99% |
| 31 Dec, 12 | 101 | 7.45% |
| 30 Sep, 12 | 94 | 14.63% |
| 30 Jun, 12 | 82 | -1.20% |
| 31 Mar, 12 | 83 | 1.22% |
| 31 Dec, 11 | 82 | 34.43% |
| 30 Sep, 11 | 61 | -10.29% |
| 30 Jun, 11 | 68 | 7.94% |
| 31 Mar, 11 | 63 | -1.56% |
| 31 Dec, 10 | 64 | 28.00% |
| 30 Sep, 10 | 50 | 2.04% |
| 30 Jun, 10 | 49 | 22.50% |
| 31 Mar, 10 | 40 | 14.29% |
| 31 Dec, 09 | 35 | -18.60% |
| 30 Sep, 09 | 43 | 26.47% |
| 30 Jun, 09 | 34 | -2.86% |
| 31 Mar, 09 | 35 | -32.69% |
| 31 Dec, 08 | 52 | -13.33% |
| 30 Sep, 08 | 60 | 27.66% |
| 30 Jun, 08 | 47 | 42.42% |
| 31 Mar, 08 | 33 | -32.65% |
| 31 Dec, 07 | 49 | -19.67% |
| 30 Sep, 07 | 61 | - |
| 30 Jun, 07 | 61 | 32.61% |
| 31 Mar, 07 | 46 | 64.29% |
| 31 Dec, 06 | 28 | -40.43% |
| 30 Sep, 06 | 47 | 2.17% |
| 30 Jun, 06 | 46 | 2.22% |
| 31 Mar, 06 | 45 | 50.00% |
| 31 Dec, 05 | 30 | 15.38% |
| 30 Sep, 05 | 26 | -3.70% |
| 30 Jun, 05 | 27 | 3.85% |
| 31 Mar, 05 | 26 | -18.75% |
| 31 Dec, 04 | 32 | 18.52% |
| 30 Sep, 04 | 27 | -20.59% |
| 30 Jun, 04 | 34 | -20.93% |
| 31 Mar, 04 | 43 | 48.28% |
| 31 Dec, 03 | 29 | 16.00% |
| 30 Sep, 03 | 25 | - |
| 30 Jun, 03 | 25 | 56.25% |
| 31 Mar, 03 | 16 | -11.11% |
| 31 Dec, 02 | 18 | 80.00% |
| 30 Sep, 02 | 10 | -44.44% |
| 30 Jun, 02 | 18 | 50.00% |
| 31 Mar, 02 | 12 | 9.09% |
| 31 Dec, 01 | 11 | -8.33% |
| 30 Sep, 01 | 12 | 9.09% |
| 30 Jun, 01 | 11 | 37.50% |
| 31 Mar, 01 | 8 | 33.33% |
| 31 Dec, 00 | 6 | -25.00% |
| 30 Sep, 00 | 8 | -46.67% |
| 30 Jun, 00 | 15 | 114.29% |
| 31 Mar, 00 | 7 | -36.36% |
| 31 Dec, 99 | 11 | 57.14% |
| 30 Sep, 99 | 7 | 600.00% |
| 30 Jun, 99 | 1 | - |
| 31 Mar, 99 | 1 | - |
| 31 Dec, 98 | - | - |
267 institutional shareholders have reduced their position in COF stock as of 30 Jun 24 compared to 409 in the previous quarter (a -34.72% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 725 | -40.08% | 60,887,939 | -82.52% | 15.93% | 0.19% | 318 | -41.33% | 267 | -34.72% |
| 31 Mar, 24 | 1,210 | 1.51% | 348,387,332 | 2.03% | 91.15% | 1.14% | 542 | -8.60% | 409 | 3.28% |
| 31 Dec, 23 | 1,192 | 12.14% | 341,471,635 | 2.60% | 89.41% | 1.18% | 593 | 43.58% | 396 | -1.98% |
| 30 Sep, 23 | 1,063 | -1.21% | 332,807,919 | -3.13% | 87.01% | 1.08% | 413 | -8.22% | 404 | -0.25% |
| 30 Jun, 23 | 1,076 | 1.03% | 343,566,367 | 0.20% | 89.75% | 1.12% | 450 | -7.02% | 405 | 12.19% |
| 31 Mar, 23 | 1,065 | -1.48% | 342,888,438 | 0.60% | 89.62% | 1.13% | 484 | 4.76% | 361 | -9.07% |
| 31 Dec, 22 | 1,081 | 4.04% | 340,853,352 | 0.17% | 89.09% | 1.13% | 462 | 7.94% | 397 | -2.93% |
| 30 Sep, 22 | 1,039 | -2.26% | 340,283,723 | 0.09% | 88.75% | 1.18% | 428 | -8.15% | 409 | 1.49% |
| 30 Jun, 22 | 1,063 | -5.43% | 339,978,184 | -4.10% | 86.91% | 1.16% | 466 | -8.09% | 403 | 2.28% |
| 31 Mar, 22 | 1,124 | -5.23% | 354,518,268 | -3.59% | 86.38% | 1.25% | 507 | -6.97% | 394 | -6.86% |
| 31 Dec, 21 | 1,186 | 2.86% | 367,717,599 | -4.19% | 83.10% | 1.09% | 545 | 11.00% | 423 | -1.86% |
| 30 Sep, 21 | 1,153 | - | 383,781,773 | -3.77% | 87.46% | 1.12% | 491 | -10.24% | 431 | 10.80% |
| 30 Jun, 21 | 1,153 | 9.71% | 398,813,046 | -2.94% | 88.51% | 1.10% | 547 | 9.40% | 389 | 4.57% |
| 31 Mar, 21 | 1,051 | 9.25% | 410,890,661 | -1.13% | 89.60% | 1.09% | 500 | 6.61% | 372 | 17.35% |
| 31 Dec, 20 | 962 | 12.25% | 415,575,307 | 0.46% | 90.52% | 1.11% | 469 | 45.65% | 317 | -11.94% |
| 30 Sep, 20 | 857 | -3.71% | 413,676,190 | 1.74% | 90.36% | 1.13% | 322 | -8.26% | 360 | -5.01% |
| 30 Jun, 20 | 890 | -1.77% | 406,604,042 | -0.88% | 89.27% | 1.11% | 351 | -7.63% | 379 | 1.61% |
| 31 Mar, 20 | 906 | -10.39% | 410,233,378 | -0.13% | 89.65% | 1.16% | 380 | -7.99% | 373 | -4.85% |
| 31 Dec, 19 | 1,011 | 6.31% | 410,782,629 | -1.33% | 87.85% | 1.12% | 413 | 3.77% | 392 | 10.42% |
| 30 Sep, 19 | 951 | -0.83% | 416,299,467 | -0.72% | 88.67% | 1.12% | 398 | -4.33% | 355 | 0.28% |
| 30 Jun, 19 | 959 | 0.84% | 419,331,859 | -0.34% | 89.07% | 1.11% | 416 | 1.46% | 354 | -1.39% |
| 31 Mar, 19 | 951 | -1.76% | 420,779,686 | 0.73% | 89.64% | 1.18% | 410 | -7.24% | 359 | 2.87% |
| 31 Dec, 18 | 968 | -2.71% | 417,743,178 | -0.54% | 87.05% | 1.13% | 442 | 2.79% | 349 | 2.35% |
| 30 Sep, 18 | 995 | 3.86% | 420,019,963 | -1.63% | 87.91% | 1.13% | 430 | 3.61% | 341 | 2.71% |
| 30 Jun, 18 | 958 | 2.57% | 426,965,931 | -2.23% | 88.02% | 1.09% | 415 | 4.27% | 332 | -1.19% |
| 31 Mar, 18 | 934 | 0.76% | 436,708,790 | -0.31% | 89.69% | 1.10% | 398 | -8.29% | 336 | 7.01% |
| 31 Dec, 17 | 927 | 7.79% | 438,050,716 | 1.30% | 90.31% | 1.14% | 434 | 16.04% | 314 | 7.17% |
| 30 Sep, 17 | 860 | -0.23% | 432,448,305 | 0.55% | 89.18% | 1.13% | 374 | 3.60% | 293 | -7.57% |
| 30 Jun, 17 | 862 | -1.15% | 430,103,506 | -0.09% | 88.86% | 1.12% | 361 | 0.28% | 317 | -5.93% |
| 31 Mar, 17 | 872 | -1.69% | 430,474,356 | -0.87% | 89.25% | 1.21% | 360 | -8.16% | 337 | -2.03% |
| 31 Dec, 16 | 887 | 12.71% | 434,268,129 | -1.33% | 86.01% | 1.11% | 392 | 54.33% | 344 | -12.91% |
| 30 Sep, 16 | 787 | -2.48% | 440,126,490 | -1.37% | 87.83% | 1.15% | 254 | -23.26% | 395 | 15.84% |
| 30 Jun, 16 | 807 | -2.06% | 446,261,062 | -4.57% | 87.21% | 1.09% | 331 | -6.50% | 341 | -2.57% |
| 31 Mar, 16 | 824 | -3.06% | 467,617,042 | -1.19% | 89.33% | 1.17% | 354 | -8.29% | 350 | 10.41% |
| 31 Dec, 15 | 850 | 2.78% | 473,225,913 | -3.24% | 87.34% | 1.07% | 386 | - | 317 | 8.56% |
| 30 Sep, 15 | 827 | -2.13% | 489,074,788 | -0.49% | 90.47% | 1.11% | 386 | 0.52% | 292 | -2.99% |
| 30 Jun, 15 | 845 | 2.80% | 491,486,168 | 1.12% | 90.08% | 1.15% | 384 | 2.13% | 301 | -3.83% |
| 31 Mar, 15 | 822 | -6.06% | 486,061,762 | -1.14% | 88.34% | 1.16% | 376 | -9.40% | 313 | 5.74% |
| 31 Dec, 14 | 875 | 5.42% | 491,664,682 | -0.52% | 87.31% | 1.12% | 415 | 11.56% | 296 | 6.47% |
| 30 Sep, 14 | 830 | 2.60% | 494,231,479 | -1.93% | 88.27% | 1.12% | 372 | 5.08% | 278 | -2.80% |
| 30 Jun, 14 | 809 | 3.59% | 503,932,754 | -0.98% | 88.80% | 1.12% | 354 | 0.57% | 286 | 0.35% |
| 31 Mar, 14 | 781 | -0.76% | 508,911,407 | 0.71% | 89.13% | 1.15% | 352 | -1.40% | 285 | -0.70% |
| 31 Dec, 13 | 787 | 9.61% | 505,331,119 | -2.72% | 88.13% | 1.11% | 357 | 15.16% | 287 | 3.99% |
| 30 Sep, 13 | 718 | 6.21% | 519,452,690 | 4.86% | 89.21% | 1.23% | 310 | -36.99% | 276 | 131.93% |
| 30 Jun, 13 | 676 | 108.00% | 495,384,338 | 98.05% | 85.19% | 4.59% | 492 | 165.95% | 119 | 16.67% |
| 31 Mar, 13 | 325 | 3.83% | 250,133,935 | 7.39% | 43.09% | 2.66% | 185 | 6.32% | 102 | 0.99% |
| 31 Dec, 12 | 313 | 7.93% | 232,911,278 | 6.20% | 40.21% | 2.80% | 174 | 9.43% | 101 | 7.45% |
| 30 Sep, 12 | 290 | 6.23% | 219,316,611 | -21.16% | 37.92% | 1.64% | 159 | 6.00% | 94 | 14.63% |
| 30 Jun, 12 | 273 | 0.37% | 278,185,403 | 48.60% | 48.15% | 3.56% | 150 | -6.25% | 82 | -1.20% |
| 31 Mar, 12 | 272 | 4.62% | 187,206,333 | -5.80% | 36.80% | 1.93% | 160 | 16.79% | 83 | 1.22% |
| 31 Dec, 11 | 260 | 16.07% | 198,732,667 | 13.49% | 43.63% | 2.96% | 137 | 6.20% | 82 | 34.43% |
| 30 Sep, 11 | 224 | 1.82% | 175,103,308 | -4.01% | 38.40% | 2.40% | 129 | 12.17% | 61 | -10.29% |
| 30 Jun, 11 | 220 | 13.40% | 182,411,112 | -6.52% | 40.04% | 2.17% | 115 | 17.35% | 68 | 7.94% |
| 31 Mar, 11 | 194 | 3.74% | 195,127,272 | 10.17% | 42.97% | 2.80% | 98 | -1.01% | 63 | -1.56% |
| 31 Dec, 10 | 187 | 12.65% | 177,108,482 | 8.67% | 39.18% | 3.00% | 99 | 10.00% | 64 | 28.00% |
| 30 Sep, 10 | 166 | 1.22% | 162,983,450 | -1.72% | 36.13% | 2.70% | 90 | -4.26% | 50 | 2.04% |
| 30 Jun, 10 | 164 | 5.81% | 165,834,655 | 4.72% | 36.55% | 2.97% | 94 | 2.17% | 49 | 22.50% |
| 31 Mar, 10 | 155 | 3.33% | 158,366,048 | 8.06% | 35.09% | 3.31% | 92 | -3.16% | 40 | 14.29% |
| 31 Dec, 09 | 150 | 7.14% | 146,554,467 | -6.51% | 32.57% | 2.68% | 95 | 26.67% | 35 | -18.60% |
| 30 Sep, 09 | 140 | 0.72% | 156,762,790 | -0.69% | 34.88% | 2.52% | 75 | -10.71% | 43 | 26.47% |
| 30 Jun, 09 | 139 | 6.92% | 157,852,913 | 10.48% | 37.24% | 2.78% | 84 | 18.31% | 34 | -2.86% |
| 31 Mar, 09 | 130 | -12.16% | 142,885,456 | -15.40% | 36.59% | 1.81% | 71 | -10.13% | 35 | -32.69% |
| 31 Dec, 08 | 148 | -3.27% | 168,889,041 | 10.93% | 44.92% | 2.71% | 79 | 12.86% | 52 | -13.33% |
| 30 Sep, 08 | 153 | 11.68% | 152,250,888 | 0.31% | 40.68% | 2.45% | 70 | 4.48% | 60 | 27.66% |
| 30 Jun, 08 | 137 | -9.87% | 151,773,500 | 7.83% | 40.76% | 2.83% | 67 | -23.86% | 47 | 42.42% |
| 31 Mar, 08 | 152 | 0.66% | 140,753,101 | 124.50% | 37.98% | 14.72% | 88 | 20.55% | 33 | -32.65% |
| 31 Dec, 07 | 151 | -3.82% | 62,696,495 | -37.37% | 16.06% | 2.42% | 73 | -1.35% | 49 | -19.67% |
| 30 Sep, 07 | 157 | -7.65% | 100,099,688 | 6.07% | 25.74% | 4.42% | 74 | -9.76% | 61 | - |
| 30 Jun, 07 | 170 | - | 94,369,303 | 25.55% | 24.15% | 7.15% | 82 | -14.58% | 61 | 32.61% |
| 31 Mar, 07 | 170 | -3.95% | 75,163,286 | -17.26% | 18.37% | 2.13% | 96 | -27.27% | 46 | 64.29% |
| 31 Dec, 06 | 177 | 20.41% | 90,846,695 | 18.27% | 29.34% | 4.52% | 132 | 65.00% | 28 | -40.43% |
| 30 Sep, 06 | 147 | -3.92% | 76,815,271 | -1.23% | 25.48% | 3.80% | 80 | -4.76% | 47 | 2.17% |
| 30 Jun, 06 | 153 | -8.93% | 77,774,699 | -3.89% | 25.90% | 3.55% | 84 | -11.58% | 46 | 2.22% |
| 31 Mar, 06 | 168 | 20.00% | 80,922,217 | 6.63% | 27.02% | 4.21% | 95 | 6.74% | 45 | 50.00% |
| 31 Dec, 05 | 140 | 14.75% | 75,887,350 | 83.00% | 25.34% | 10.06% | 89 | 12.66% | 30 | 15.38% |
| 30 Sep, 05 | 122 | -1.61% | 41,469,361 | -39.25% | 15.87% | 2.18% | 79 | 2.60% | 26 | -3.70% |
| 30 Jun, 05 | 124 | 22.77% | 68,257,699 | 18.24% | 26.99% | 4.80% | 77 | 32.76% | 27 | 3.85% |
| 31 Mar, 05 | 101 | -14.41% | 57,728,941 | 30.25% | 23.70% | 6.70% | 58 | -17.14% | 26 | -18.75% |
| 31 Dec, 04 | 118 | 28.26% | 44,321,154 | 4.19% | 18.81% | 5.83% | 70 | 27.27% | 32 | 18.52% |
| 30 Sep, 04 | 92 | -8.00% | 42,540,185 | 2.72% | 17.97% | 5.74% | 55 | -6.78% | 27 | -20.59% |
| 30 Jun, 04 | 100 | -11.50% | 41,412,804 | 7.29% | 17.69% | 6.41% | 59 | -1.67% | 34 | -20.93% |
| 31 Mar, 04 | 113 | 10.78% | 38,598,365 | 16.64% | 16.61% | 7.94% | 60 | - | 43 | 48.28% |
| 31 Dec, 03 | 102 | 17.24% | 33,091,349 | -6.80% | 14.46% | 5.79% | 60 | 11.11% | 29 | 16.00% |
| 30 Sep, 03 | 87 | 14.47% | 35,505,474 | 15.28% | 15.81% | 8.33% | 54 | 35.00% | 25 | - |
| 30 Jun, 03 | 76 | 22.58% | 30,799,123 | 5.02% | 13.78% | 8.00% | 40 | 2.56% | 25 | 56.25% |
| 31 Mar, 03 | 62 | -1.59% | 29,326,399 | 17.64% | 13.12% | 10.22% | 39 | 18.18% | 16 | -11.11% |
| 31 Dec, 02 | 63 | 3.28% | 24,928,252 | 6.35% | 11.33% | 10.10% | 33 | -13.16% | 18 | 80.00% |
| 30 Sep, 02 | 61 | 1.67% | 23,439,258 | 32.38% | 10.60% | 16.35% | 38 | 18.75% | 10 | -44.44% |
| 30 Jun, 02 | 60 | -7.69% | 17,706,082 | 2.10% | 8.05% | 12.79% | 32 | -23.81% | 18 | 50.00% |
| 31 Mar, 02 | 65 | 66.67% | 17,341,374 | 42.44% | 7.93% | 25.51% | 42 | 68.00% | 12 | 9.09% |
| 31 Dec, 01 | 39 | -17.02% | 12,174,312 | -37.62% | 5.58% | 6.40% | 25 | -19.35% | 11 | -8.33% |
| 30 Sep, 01 | 47 | -7.84% | 19,515,132 | -24.70% | 9.33% | 6.12% | 31 | -11.43% | 12 | 9.09% |
| 30 Jun, 01 | 51 | 10.87% | 25,914,882 | 23.50% | 12.35% | 11.80% | 35 | - | 11 | 37.50% |
| 31 Mar, 01 | 46 | 12.20% | 20,984,471 | 12.79% | 10.23% | 11.41% | 35 | 16.67% | 8 | 33.33% |
| 31 Dec, 00 | 41 | 13.89% | 18,604,433 | 5.00% | 9.47% | 11.70% | 30 | 36.36% | 6 | -25.00% |
| 30 Sep, 00 | 36 | -10.00% | 17,718,789 | 10.33% | 9.00% | 13.59% | 22 | 4.76% | 8 | -46.67% |
| 30 Jun, 00 | 40 | -2.44% | 16,059,698 | -29.27% | 8.14% | 6.16% | 21 | -27.59% | 15 | 114.29% |
| 31 Mar, 00 | 41 | - | 22,704,731 | 67.00% | 11.49% | 23.78% | 29 | 11.54% | 7 | -36.36% |
| 31 Dec, 99 | 41 | 41.38% | 13,595,596 | -25.17% | 6.95% | 8.31% | 26 | 36.84% | 11 | 57.14% |
| 30 Sep, 99 | 29 | -25.64% | 18,167,850 | -20.03% | 9.14% | 7.01% | 19 | -50.00% | 7 | 600.00% |
| 30 Jun, 99 | 39 | 44.44% | 22,717,487 | 173.89% | 11.42% | 64.47% | 38 | 52.00% | 1 | - |
| 31 Mar, 99 | 27 | 575.00% | 8,294,461 | 7150.85% | 4.21% | 123830.19% | 25 | 525.00% | 1 | - |
| 31 Dec, 98 | 4 | - | 114,393 | - | 0.06% | - | 4 | - | - | - |
Capital One Financial Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Capital One Financial's stock was made by Borgmann Kevin S. on Aug 08 2024, selling 3,537 shares at $131.27 per share (valued at $464.30K).
Capital One Financial Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 3 | 18 | 16.67% |
| Q2 2024 | 12 | 5 | 240.00% |
| Q1 2024 | 36 | 72 | 50.00% |
| Q4 2023 | 6 | 31 | 19.35% |
| Q3 2023 | 7 | 37 | 18.92% |
| Q2 2023 | 11 | 1 | 1100.00% |
| Q1 2023 | 35 | 71 | 49.30% |
| Q4 2022 | 5 | 28 | 17.86% |
| Q3 2022 | 1 | 21 | 4.76% |
| Q2 2022 | 13 | 6 | 216.67% |
| Q1 2022 | 36 | 70 | 51.43% |
| Q4 2021 | 2 | 2 | 100.00% |
| Q3 2021 | 3 | 22 | 13.64% |
| Q2 2021 | 21 | 25 | 84.00% |
| Q1 2021 | 56 | 125 | 44.80% |
| Q4 2020 | 20 | 80 | 25.00% |
| Q3 2020 | 1 | 1 | 100.00% |
| Q2 2020 | 12 | 5 | 240.00% |
| Q1 2020 | 65 | 134 | 48.51% |
| Q4 2019 | 11 | 28 | 39.29% |
3 total buy trades, and 18 total sell trades (buy/sell ratio of 0.17%) were made by Capital One Financial's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 14 | - |
| Q2 2024 | - | 5 | - |
| Q1 2024 | - | - | - |
| Q4 2023 | - | 21 | - |
| Q3 2023 | - | 21 | - |
| Q2 2023 | - | 1 | - |
| Q1 2023 | - | 1 | - |
| Q4 2022 | - | 17 | - |
| Q3 2022 | - | 10 | - |
| Q2 2022 | 1 | 5 | 20.00% |
| Q1 2022 | - | 5 | - |
| Q4 2021 | - | 1 | - |
| Q3 2021 | - | 19 | - |
| Q2 2021 | 3 | 17 | 17.65% |
| Q1 2021 | - | 23 | - |
| Q4 2020 | - | 54 | - |
| Q3 2020 | - | 1 | - |
| Q2 2020 | - | 2 | - |
| Q1 2020 | - | 7 | - |
| Q4 2019 | - | 17 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 14 open market sell trades of Capital One Financial's stocks.
COF Ownership FAQ
Who Owns Capital One Financial?
Capital One Financial is owned by institutional shareholders (15.93%), insiders (3.65%), and public (80.42%). The largest institutional shareholder of Capital One Financial is VANGUARD GROUP INC (8.17% of total shares) and the top mutual fund owner is HIGHLAND FUNDS II (54.74% of total shares).
Who are the major institutional shareholders of Capital One Financial?
Capital One Financial's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., CAPITAL RESEARCH GLOBAL INVESTORS, DODGE & COX, and STATE STREET CORP. The top five shareholders own together 29.57% of the company's share outstanding.
How many Capital One Financial shareholders are there?
As of Jun 2024, there are 725 institutional shareholders of Capital One Financial.
What percentage of Capital One Financial is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 31.21M shares of Capital One Financial, representing 8.17% of the company's total shares outstanding, valued at $4.32B (as of Jun 2024).
What percentage of Capital One Financial is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 25.15M shares of Capital One Financial (COF), compromising 6.58% of the company, valued at $3.48B.
What percentage of Capital One Financial is owned by CAPITAL RESEARCH GLOBAL INVESTORS?
CAPITAL RESEARCH GLOBAL INVESTORS is the third largest holder of Capital One Financial. The company owns 20.29M of the company's shares outstanding (worth $2.81B).