Capital One Financial Corp
COF- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000927628
In the last 90 days, Capital One Financial Corp insiders filed 0 open-market purchases and 14 sales; 2,130 institutions reported holding it in 13F filings for Q2 2026, worth $107.7B in total; 9 superinvestors hold it, including Harris Associates (Oakmark) and Berkshire Hathaway.
13F holders, Q2 2024
Institutional positions in Capital One Financial Corp as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,202
- +53 vs. Q1 2024
- Shares held
- 347.2M
- −3.62M (−1.0%) vs. Q1 2024
- Total value
- $48.0B
- −$4.18B (−8.0%) vs. Q1 2024
- New holders
- 126
- 455 more added
- Sold out
- 73
- 425 more reduced
17 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting COF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,130 | $107.7B |
| Q1 2026 | 2,082 | $96.4B |
| Q4 2025 | 2,212 | $133.0B |
| Q3 2025 | 2,002 | $116.2B |
| Q2 2025 | 1,962 | $118.8B |
| Q1 2025 | 1,403 | $65.5B |
| Q4 2024 | 1,362 | $64.0B |
| Q3 2024 | 1,229 | $52.1B |
| Q2 2024 | 1,202 | $48.0B |
| Q1 2024 | 1,166 | $52.2B |
| Q4 2023 | 1,142 | $44.8B |
| Q3 2023 | 1,011 | $33.3B |
| Q2 2023 | 1,019 | $38.0B |
| Q1 2023 | 1,009 | $33.0B |
| Q4 2022 | 1,026 | $31.7B |
| Q3 2022 | 997 | $31.4B |
| Q2 2022 | 1,023 | $35.5B |
| Q1 2022 | 1,095 | $46.5B |
| Q4 2021 | 1,140 | $53.4B |
| Q3 2021 | 1,107 | $62.2B |
| Q2 2021 | 1,122 | $61.8B |
| Q1 2021 | 1,017 | $52.3B |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Capital One Financial Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Concord Wealth Partners | 150 | $20.7K | 0.00% | −268−64.1% | Reduced |
| West Oak Capital, LLC | 150 | $20.8K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 153 | $21.2K | 0.00% | −1−0.6% | Reduced |
| Private Wealth Management Group, LLC | 158 | $21.9K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 166 | $23.0K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 169 | $23.4K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 171 | $23.6K | 0.00% | +1+0.6% | Added |
| Cape Investment Advisory, Inc. | 175 | $24.2K | 0.01% | +22+14.4% | Added |
| CoreCap Advisors, LLC | 181 | $25.0K | 0.00% | −729−80.1% | Reduced |
| Caitlin John, LLC | 182 | $25.2K | 0.02% | +1+0.6% | Added |
| Global X Japan Co., Ltd. | 187 | $25.9K | 0.00% | −68−26.7% | Reduced |
| Zions Bancorporation, N.A. | 187 | $25.9K | 0.00% | −39−17.3% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 198 | $27.4K | 0.04% | +198 | New |
| Raleigh Capital Management Inc. | 199 | $27.5K | 0.01% | +6+3.1% | Added |
| WealthCollab, LLC | 200 | $27.7K | 0.02% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 202 | $28.0K | 0.00% | +202 | New |
| GW&K Investment Management, LLC | 201 | $28.0K | 0.00% | +34+20.4% | Added |
| McIlrath & Eck, LLC | 203 | $28.1K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 205 | $28.4K | 0.00% | +205 | New |
| Hobbs Group Advisors, LLC | 209 | $28.9K | 0.01% | +209 | New |
| Householder Group Estate & Retirement Specialist, LLC | 211 | $29.0K | 0.01% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 217 | $30.0K | 0.02% | +1+0.5% | Added |
| Bartlett & Co. Wealth Management LLC | 218 | $30.2K | 0.00% | −30−12.1% | Reduced |
| Cedar Mountain Advisors, LLC | 219 | $30.3K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 220 | $30.4K | 0.02% | +1+0.5% | Added |
| MV Capital Management, Inc. | 221 | $30.6K | 0.00% | −1−0.5% | Reduced |
| Carmichael Hill & Associates, Inc. | 229 | $31.7K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 246 | $34.1K | 0.00% | +236+2,360.0% | Added |
| Unique Wealth Strategies, LLC | 240 | $35.7K | 0.02% | +240 | New |
| Pin Oak Investment Advisors Inc | 261 | $36.0K | 0.03% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 261 | $36.1K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 262 | $36.3K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 278 | $38.5K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 290 | $40.2K | 0.01% | +231+391.5% | Added |
| Accordant Advisory Group Inc | 300 | $41.5K | 0.04% | +300 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 312 | $43.2K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 316 | $43.8K | 0.01% | +1+0.3% | Added |
| Glen Eagle Advisors, LLC | 328 | $45.4K | 0.01% | −1−0.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 338 | $46.8K | 0.00% | −195−36.6% | Reduced |
| Old Point Trust & Financial Services N A | 344 | $47.6K | 0.02% | 00.0% | Unchanged |
| One River Asset Management, LLC | 368 | $51.0K | 0.03% | +368 | New |
| Delta Asset Management LLC | 370 | $51.2K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 371 | $51.4K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 377 | $52.2K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 378 | $52.3K | 0.02% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 390 | $54.0K | 0.01% | +390 | New |
| Adirondack Trust Co | 397 | $55.0K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 400 | $55.4K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 410 | $56.8K | 0.01% | +140+51.9% | Added |
| Magellan Asset Management Ltd | 424 | $58.7K | 0.00% | −151,241−99.7% | Reduced |
| Operose Advisors LLC | 425 | $58.8K | 0.02% | +245+136.1% | Added |
| Silvant Capital Management LLC | 444 | $61.5K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 445 | $61.6K | 0.03% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 447 | $61.9K | 0.03% | +377+538.6% | Added |
| Evolution Advisers, Inc. | 464 | $64.0K | 0.04% | +33+7.7% | Added |
| Colonial Trust Co | 483 | $64.7K | 0.01% | 00.0% | Unchanged |
| Standard Family Office LLC | 469 | $64.9K | 0.08% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 477 | $66.0K | 0.06% | 00.0% | Unchanged |
| Park Place Capital Corp | 482 | $66.7K | 0.02% | −6−1.2% | Reduced |
| EdgeRock Capital LLC | 494 | $68.4K | 0.05% | +494 | New |
| Manitou Investment Management Ltd. | 500 | $69.2K | 0.02% | 00.0% | Unchanged |
| Country Trust Bank | 500 | $69.2K | 0.00% | +500 | New |
| ORG Partners LLC | 496 | $69.4K | 0.01% | +496 | New |
| Security National Bank | 520 | $72.0K | 0.01% | −330−38.8% | Reduced |
| McMahon Financial Advisors, LLC | 558 | $77.3K | 0.02% | +558 | New |
| Mendota Financial Group, LLC | 577 | $79.9K | 0.04% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 585 | $81.0K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 601 | $83.3K | 0.03% | +601 | New |
| Bruce G. Allen Investments, LLC | 622 | $86.1K | 0.07% | +13+2.1% | Added |
| Global Financial Private Client, LLC | 631 | $87.4K | 0.04% | 00.0% | Unchanged |
| First Community Trust NA | 635 | $87.9K | 0.08% | +300+89.6% | Added |
| Anchor Investment Management, LLC | 653 | $90.4K | 0.01% | 00.0% | Unchanged |
| Tobam | 669 | $93.0K | 0.01% | −1,209−64.4% | Reduced |
| Covestor Ltd | 668 | $93.0K | 0.06% | −97−12.7% | Reduced |
| First Command Advisory Services, Inc. | 681 | $94.3K | 0.00% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 700 | $97.0K | 0.01% | +700 | New |
| EverSource Wealth Advisors, LLC | 666 | $100.9K | 0.01% | +49+7.9% | Added |
| Whittier Trust Co of Nevada Inc | 742 | $102.7K | 0.00% | +24+3.3% | Added |
| Monetary Management Group Inc | 750 | $103.8K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 804 | $111.3K | 0.01% | +28+3.6% | Added |
| Walleye Capital LLC | 807 | $111.7K | 0.00% | −153,505−99.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 822 | $113.8K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 832 | $115.2K | 0.02% | −45−5.1% | Reduced |
| Hanson & Doremus Investment Management | 850 | $118.0K | 0.02% | +180+26.9% | Added |
| Mather Group, LLC. | 802 | $119.4K | 0.00% | −41−4.9% | Reduced |
| Family Firm, Inc. | 870 | $120.5K | 0.03% | +870 | New |
| West Paces Advisors Inc. | 874 | $121.0K | 0.03% | 00.0% | Unchanged |
| Laffer Tengler Investments | 892 | $123.5K | 0.03% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 894 | $123.8K | 0.01% | +527+143.6% | Added |
| Paradigm Asset Management Co LLC | 900 | $124.6K | 0.03% | −9,400−91.3% | Reduced |
| Tompkins Financial Corp | 911 | $126.1K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 926 | $128.1K | 0.06% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 950 | $131.5K | 0.02% | +89+10.3% | Added |
| Rothschild Investment LLC | 969 | $134.2K | 0.01% | +79+8.9% | Added |
| Salomon & Ludwin, LLC | 1,012 | $140.1K | 0.02% | −1,187−54.0% | Reduced |
| Independence Bank of Kentucky | 1,029 | $142.5K | 0.04% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,040 | $144.0K | 0.02% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 1,058 | $146.5K | 0.08% | −2,363−69.1% | Reduced |
| Larson Financial Group LLC | 1,076 | $149.0K | 0.01% | +12+1.1% | Added |
| American National Bank | 1,084 | $150.1K | 0.02% | 00.0% | Unchanged |