COF · Company research
Capital One Financial (COF): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| COZAD ASSET MANAGEMENT INC | 709428 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2170 | 435345 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HENNESSY ADVISORS INC | 1145255 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7000 | 1404340 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| PARK NATIONAL CORP /OH/ | 805676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 94016 | 18861468 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| HARTFORD INVESTMENT MANAGEMENT CO | 922439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34404 | 6902130 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Spectrum Strategic Capital Management, LLC | 1554961 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6094 | 1222578 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Tradewinds, LLC. | 1932342 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10918 | 317180 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Independence Bank of Kentucky | 1730479 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8325 | 1670162 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Polaris Capital Management, LLC | 1316926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 71220 | 14288156 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 1694870 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13933 | 2795238 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Dodge & Cox | 200217 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9117926 | 1829238314 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| PRAXIS INVESTMENT MANAGEMENT INC | 1056825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15730 | 3156 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Steamboat Capital Partners, LLC | 1635663 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38546 | 7733099 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ABNER HERRMAN & BROCK LLC | 1038661 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1254 | 252 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Pacer Advisors, Inc. | 1616667 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52602 | 10553 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Sound Capital Solutions LLC | 2033735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2529 | 507368 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Bravera Wealth | 2126773 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 118 | 23673 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Community Bank, N.A. | 1632187 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 409 | 82052 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Hosking Partners LLP | 1650135 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 255208 | 51199829 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Operose Advisors LLC | 1909750 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 653 | 131005 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Ally Financial Inc. | 40729 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14000 | 2808680 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| FIRST FINANCIAL CORP /IN/ | 714562 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 97 | 19460 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| EQUITABLE TRUST CO | 33250 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6123 | 1228396 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| AMALGAMATED BANK | 919192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 108552 | 21778 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Raiffeisen Bank International AG | 2044885 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13002 | 2630045 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Fayez Sarofim & Co | 937729 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 567 | 113752 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Rathbones Group PLC | 1351991 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1054 | 211453 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| TORONTO DOMINION BANK | 947263 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 946 | 190000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 869353 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23675 | 4749678 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| ALLSTATE CORP | 899051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1739 | 348878 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| VAUGHAN DAVID INVESTMENTS LLC/IL | 1063571 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29671 | 5953 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| DNB Asset Management AS | 1456670 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 207905 | 41709901 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MOUNT VERNON ASSOCIATES INC /MD/ | 799003 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1800 | 361 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| STUDIO INVESTMENT MANAGEMENT LLC | 1893893 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1413 | 283476 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Mn Services Vermogensbeheer B.V. | 1666940 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 174301 | 34968 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Sienna Gestion | 2021242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39731 | 8126494 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Somerset Trust Co | 1597099 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10424 | 2091263 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| Zhang Financial LLC | 1776290 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3300 | 662017 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Versant Capital Management, Inc | 1735057 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3508 | 703763 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Financial Security Advisor, Inc. | 1997602 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2710 | 543648 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Tanglewood Legacy Advisors, LLC | 1965616 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 203 | 40726 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 932974 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14050 | 2818712 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| LSV ASSET MANAGEMENT | 1050470 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13818 | 2772 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Advisors Preferred, LLC | 1598841 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6800 | 1394816 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CX Institutional | 1737089 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4766 | 956 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Cambridge Investment Research Advisors, Inc. | 1419186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58567 | 11750 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Nadler Financial Group, Inc. | 1541787 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35979 | 7218107 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| FIRST AMERICAN TRUST, FSB | 36066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1118 | 224401 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| GREENLEAF TRUST | 1162170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12441 | 2495813 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| HUDSON EDGE INVESTMENT PARTNERS INC. | 740272 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37142 | 7451428 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Councilmark Asset Management, LLC | 2022076 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3128 | 627539 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| IMA Advisory Services, Inc. | 1455495 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12366 | 2480867 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| SHIKIAR ASSET MANAGEMENT INC | 1058022 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30458 | 6110 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2039998 | 409264398 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CULLINAN ASSOCIATES INC | 1161670 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1119 | 224494 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Walsh & Associates, LLC | 2135144 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 150 | 30093 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| TUDOR INVESTMENT CORP ET AL | 923093 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 336683 | 67545343 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Vision Retirement, LLC | 2069023 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41 | 8225 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Fortis Group Advisors, LLC | 1815183 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38 | 7624 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| CIGNA INVESTMENTS INC /NEW | 49969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5869 | 1178 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Montecito Bank & Trust | 1422508 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2912 | 584205 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| TrinityBridge Ltd | 1718570 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 690917 | 138553 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| TRUST CO OF VERMONT | 1134008 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18187 | 3648676 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Private Wealth Asset Management, LLC | 1883006 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 139 | 27886 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| YANKCOM Partnership | 2036975 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 67 | 13442 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Godfrey Financial Associates, Inc. | 2097943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65 | 13087 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Farmers National Bank | 1632966 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1836 | 368338 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Arbor Investment Advisors, LLC | 1590073 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1482 | 297405 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| KELLEHER FINANCIAL ADVISORS | 1507971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3620 | 57594 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| CoreFirst Bank & Trust | 1845199 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2201 | 441565 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Moran Wealth Management, LLC | 1965334 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34306 | 6882470 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| One Capital Management, LLC | 1606588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3003 | 547954 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Livforsakringsbolaget Skandia, Omsesidigt | 1547926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3618 | 725518 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| ATLAS CAPITAL ADVISORS INC. | 1434165 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2915 | 531783 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MPWM ADVISORY SOLUTIONS, LLC | 2056693 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12 | 2407 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Zweig-DiMenna Associates LLC | 1533950 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 75000 | 15046500 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NEUBERGER BERMAN GROUP LLC | 1465109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1289016 | 258808940 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NBT BANK, N.A. | 898413 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 169 | 33905 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| STOCK YARDS BANK & TRUST CO | 741073 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6129 | 1229602 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SlateStone Wealth, LLC | 1764049 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1040 | 209 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Davis Selected Advisers | 1036325 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8270946 | 1659420488 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.