COF Capital One Financial Corporation
Capital One Financial Corporation (COF) Institutional Ownership
What the institutions did with COF last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| PARK NATIONAL CORP /OH/ | 95.9K | 57.4% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 23.2K | 13.9% |
| MassMutual Private Wealth & Trust, FSB | 9.4K | 5.6% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 6.3K | 3.8% |
| CX Institutional | 5.0K | 3.0% |
| NEVILLE RODIE & SHAW INC | 3.9K | 2.3% |
| Versant Capital Management, Inc | 3.7K | 2.2% |
| Montecito Bank & Trust | 3.0K | 1.8% |
| Central Pacific Bank - Trust Division | 2.7K | 1.6% |
| ACIMA PRIVATE WEALTH, LLC | 2.1K | 1.3% |
| Rosenberg Matthew Hamilton | 1.8K | 1.1% |
| Hickory Point Bank & Trust | 1.8K | 1.1% |
| First Citizens Financial Corp | 1.6K | 1.0% |
| Heartwood Wealth Advisors LLC | 1.6K | 1.0% |
| DOLIVER ADVISORS, LP | 1.4K | 0.8% |
| EASTERN BANK | 1.1K | 0.7% |
| Roxbury Financial LLC | 1.0K | 0.6% |
| TOMPKINS FINANCIAL CORP | 911 | 0.5% |
| Sarver Vrooman Wealth Advisors | 203 | 0.1% |
| GoalVest Advisory LLC | 180 | 0.1% |
| Planning Strategies Inc. | 139 | 0.1% |
| Olistico Wealth, LLC | 124 | 0.1% |
| Miller Global Investments, LLC | 79 | 0.0% |
| Coastline Trust Co | 36 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| PARK NATIONAL CORP /OH/ | Increased | 94.1K | 95.9K | +1.8K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Increased | 5.9K | 6.3K | +450 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Reduced | 23.7K | 23.2K | -435 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 9.6K | 9.4K | -239 |
| CX Institutional | Increased | 4.8K | 5.0K | +191 |
| Versant Capital Management, Inc | Increased | 3.5K | 3.7K | +186 |
| NEVILLE RODIE & SHAW INC | Increased | 3.8K | 3.9K | +115 |
| First Citizens Financial Corp | Reduced | 1.7K | 1.6K | -87 |
| Rosenberg Matthew Hamilton | Increased | 1.8K | 1.8K | +64 |
| Montecito Bank & Trust | Reduced | 3.0K | 3.0K | -26 |
| Noble Wealth Management PBC | Sold Out | 12 | 0 | -12 |
| GoalVest Advisory LLC | Reduced | 189 | 180 | -9 |
| Planning Strategies Inc. | Increased | 134 | 139 | +5 |
| Roxbury Financial LLC | Increased | 1.0K | 1.0K | +1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.