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 |
|---|---|---|---|---|---|
| Cromwell Holdings LLC | 1,095 | $151.6K | 0.09% | +1,095 | New |
| JJJ Advisors Inc. | 1,098 | $152.0K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,100 | $152.3K | 0.07% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1,133 | $156.8K | 0.10% | +303+36.5% | Added |
| Eagle Bay Advisors LLC | 1,139 | $157.7K | 0.10% | +978+607.5% | Added |
| Allianz SE | 1,150 | $159.2K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 1,200 | $166.1K | 0.09% | +1,200 | New |
| Peoples Bank | 1,245 | $172.4K | 0.13% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,285 | $177.9K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,294 | $179.0K | 0.02% | +762+143.2% | Added |
| Deseret Mutual Benefit Administrators | 1,301 | $180.1K | 0.08% | −100−7.1% | Reduced |
| MCF Advisors LLC | 1,311 | $181.5K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,334 | $185.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,367 | $189.3K | 0.01% | +25+1.9% | Added |
| Harvest Fund Management Co., Ltd | 1,373 | $190.0K | 0.01% | −25−1.8% | Reduced |
| CKW Financial Group | 1,375 | $192.0K | 0.02% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 30,298 | $199.0K | 0.00% | +30,298 | New |
| Washington Trust Co | 1,447 | $200.4K | 0.01% | +1+0.1% | Added |
| L2 Asset Management, LLC | 1,450 | $200.8K | 0.06% | +1,450 | New |
| Passive Capital Management, LLC. | 1,462 | $202.4K | 0.08% | +1,462 | New |
| MONECO Advisors, LLC | 1,468 | $203.2K | 0.03% | +7+0.5% | Added |
| Buckingham Strategic Wealth, LLC | 1,472 | $203.7K | 0.00% | −33−2.2% | Reduced |
| Gratus Capital LLC | 1,474 | $204.0K | 0.01% | +40+2.8% | Added |
| Hamilton Point Investment Advisors, LLC | 1,478 | $204.6K | 0.04% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 1,483 | $205.3K | 0.00% | +1,483 | New |
| Rosenberg Matthew Hamilton | 1,471 | $205.5K | 0.06% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 1,486 | $205.7K | 0.03% | +52+3.6% | Added |
| Catalina Capital Group, LLC | 1,488 | $206.0K | 0.08% | +1,488 | New |
| Twin Peaks Wealth Advisors, LLC | 1,490 | $206.3K | 0.10% | +1,490 | New |
| Caldwell Trust Co | 1,491 | $206.4K | 0.02% | +39+2.7% | Added |
| Princeton Global Asset Management LLC | 1,495 | $207.0K | 0.05% | 00.0% | Unchanged |
| Dillon & Associates Inc | 1,500 | $207.0K | 0.03% | 00.0% | Unchanged |
| PFG Investments, LLC | 1,495 | $207.0K | 0.01% | −111−6.9% | Reduced |
| LS Investment Advisors, LLC | 1,496 | $207.1K | 0.03% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 1,499 | $207.5K | 0.02% | +1,499 | New |
| Hyperion Capital Advisors LP | 1,501 | $207.8K | 0.10% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 1,504 | $208.3K | 0.03% | −48−3.1% | Reduced |
| Guardian Capital Advisors LP | 1,525 | $208.3K | 0.02% | 00.0% | Unchanged |
| Trust Co of Virginia | 1,506 | $208.5K | 0.02% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 1,507 | $208.6K | 0.07% | +1,507 | New |
| NewEdge Wealth, LLC | 1,522 | $210.7K | 0.00% | −365−19.3% | Reduced |
| Golden State Equity Partners | 1,527 | $211.4K | 0.04% | +1,527 | New |
| Charter Research & Investment Group, Inc. | 1,534 | $212.4K | 0.17% | 00.0% | Unchanged |
| IMS Capital Management | 1,505 | $213.0K | 0.10% | −25−1.6% | Reduced |
| KC Investment Advisors, LLC | 1,541 | $213.4K | 0.11% | +1,541 | New |
| Simon Quick Advisors, LLC | 1,541 | $213.4K | 0.02% | +1,541 | New |
| Asset Allocation Strategies LLC | 1,561 | $216.1K | 0.07% | −94−5.7% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,570 | $217.4K | 0.13% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 1,573 | $217.8K | 0.08% | −24−1.5% | Reduced |
| Cypress Capital Group | 1,576 | $218.2K | 0.03% | 00.0% | Unchanged |
| Balentine LLC | 1,579 | $218.6K | 0.01% | −1,395−46.9% | Reduced |
| Seven Mile Advisory | 1,580 | $218.8K | 0.16% | +19+1.2% | Added |
| GeoWealth Management, LLC | 1,584 | $219.3K | 0.01% | +376+31.1% | Added |
| Money Concepts Capital Corp | 1,586 | $219.5K | 0.02% | −41−2.5% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 1,586 | $219.6K | 0.09% | −158−9.1% | Reduced |
| Humankind Investments LLC | 1,589 | $220.0K | 0.06% | +1,589 | New |
| Walkner Condon Financial Advisors LLC | 1,590 | $220.1K | 0.05% | −325−17.0% | Reduced |
| Fiduciary Family Office, LLC | 1,598 | $221.3K | 0.09% | −41−2.5% | Reduced |
| Mesirow Financial Investment Management, Inc. | 1,598 | $221.4K | 0.00% | −4−0.2% | Reduced |
| Denali Advisors LLC | 1,600 | $221.5K | 0.06% | −2,500−61.0% | Reduced |
| Ruggaard & Associates LLC | 1,600 | $221.5K | 0.10% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 1,609 | $223.0K | 0.03% | −21−1.3% | Reduced |
| Capital Advisors, Ltd. LLC | 1,615 | $224.0K | 0.03% | +6+0.4% | Added |
| Essex Financial Services, Inc. | 1,671 | $224.6K | 0.02% | +316+23.3% | Added |
| FinTrust Capital Advisors, LLC | 1,629 | $225.5K | 0.04% | +1,231+309.3% | Added |
| Hilltop Partners LLC | 1,635 | $226.4K | 0.08% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 1,644 | $227.6K | 0.01% | +75+4.8% | Added |
| Sunbelt Securities, Inc. | 1,646 | $227.8K | 0.02% | +661+67.1% | Added |
| Scientech Research LLC | 1,649 | $228.3K | 0.05% | +1,649 | New |
| Compagnie Lombard Odier SCmA | 1,650 | $228.4K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,650 | $228.4K | 0.01% | +1,650 | New |
| One Wealth Advisors, LLC | 1,695 | $228.5K | 0.05% | +1,695 | New |
| Sage Mountain Advisors LLC | 1,653 | $228.9K | 0.02% | −19−1.1% | Reduced |
| Advisory Alpha, LLC | 1,656 | $229.4K | 0.01% | −51−3.0% | Reduced |
| Journey Strategic Wealth LLC | 1,673 | $231.7K | 0.01% | +1,673 | New |
| F/M Investments LLC | 1,680 | $232.6K | 0.01% | +1,680 | New |
| Partners in Financial Planning | 1,686 | $233.4K | 0.05% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,693 | $234.0K | 0.05% | +102+6.4% | Added |
| Strait & Sound Wealth Management LLC | 1,695 | $234.7K | 0.12% | −355−17.3% | Reduced |
| Keel Point, LLC | 1,758 | $235.6K | 0.02% | −222−11.2% | Reduced |
| Heartwood Wealth Advisors LLC | 1,704 | $235.9K | 0.03% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 1,710 | $236.8K | 0.13% | +138+8.8% | Added |
| Arkadios Wealth Advisors | 1,714 | $237.2K | 0.02% | +157+10.1% | Added |
| Ronald Blue Trust, Inc. | 1,594 | $237.4K | 0.00% | +477+42.7% | Added |
| Cedrus LLC | 1,717 | $237.8K | 0.12% | +1,717 | New |
| Legacy Capital Group California, Inc. | 1,719 | $238.0K | 0.09% | +18+1.1% | Added |
| Drive Wealth Management, LLC | 1,747 | $241.9K | 0.07% | +26+1.5% | Added |
| Caption Management, LLC | 1,750 | $242.3K | 0.03% | +1,750 | New |
| Studio Investment Management LLC | 1,754 | $242.8K | 0.06% | +70+4.2% | Added |
| Opal Wealth Advisors, LLC | 1,757 | $243.3K | 0.08% | +1,757 | New |
| SpiderRock Advisors, LLC | 1,759 | $243.5K | 0.01% | −96−5.2% | Reduced |
| Private Trust Co NA | 1,759 | $243.5K | 0.03% | +318+22.1% | Added |
| Harbour Trust & Investment Management Co | 1,760 | $243.7K | 0.03% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 1,765 | $244.0K | 0.21% | −16−0.9% | Reduced |
| Roman Butler Fullerton & Co | 1,786 | $244.1K | 0.08% | +3+0.2% | Added |
| Foundations Investment Advisors, LLC | 1,766 | $244.4K | 0.01% | −10−0.6% | Reduced |
| Western Financial Corp | 1,780 | $246.4K | 0.15% | −128−6.7% | Reduced |
| CVA Family Office, LLC | 1,780 | $246.4K | 0.04% | +27+1.5% | Added |
| Penserra Capital Management LLC | 1,784 | $247.0K | 0.00% | +17+1.0% | Added |
| ASB Consultores, LLC | 1,785 | $247.1K | 0.09% | −2,079−53.8% | Reduced |