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 |
|---|---|---|---|---|---|
| Change Path, LLC | 1,789 | $248.0K | 0.01% | +92+5.4% | Added |
| New Century Financial Group, LLC | 1,794 | $248.4K | 0.11% | +1,794 | New |
| Mathes Company, Inc. | 1,800 | $249.0K | 0.09% | −20−1.1% | Reduced |
| Lockerman Financial Group, Inc. | 1,800 | $249.2K | 0.45% | +1,800 | New |
| Independent Financial Group, LLC | 1,802 | $249.5K | 0.01% | +69+4.0% | Added |
| PDS Planning, Inc | 1,804 | $249.8K | 0.03% | +138+8.3% | Added |
| Sentry Investment Management LLC | 1,804 | $250.0K | 0.11% | −370−17.0% | Reduced |
| Sigma Planning Corp | 1,808 | $250.3K | 0.01% | −214−10.6% | Reduced |
| Alpine Global Management, LLC | 1,811 | $250.7K | 0.04% | +1,811 | New |
| Hancock Whitney Corp | 1,828 | $253.1K | 0.01% | −1,467−44.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,845 | $255.5K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,859 | $257.4K | 0.03% | +38+2.1% | Added |
| Blue Barn Wealth, LLC | 1,865 | $258.2K | 0.14% | +2+0.1% | Added |
| Romano Brothers and Company | 1,875 | $259.6K | 0.04% | −150−7.4% | Reduced |
| Fundamentun, LLC | 1,892 | $262.0K | 0.02% | +86+4.8% | Added |
| Chicago Partners Investment Group LLC | 1,728 | $263.1K | 0.01% | +37+2.2% | Added |
| Advus Financial Partners, LLC | 1,911 | $264.6K | 0.08% | −38−1.9% | Reduced |
| Fulton Breakefield Broenniman LLC | 1,919 | $265.7K | 0.02% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 1,925 | $266.5K | 0.02% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 1,928 | $266.9K | 0.02% | +19+1.0% | Added |
| StoneX Group Inc. | 1,934 | $267.8K | 0.02% | +91+4.9% | Added |
| Doliver Advisors, LP | 1,943 | $269.0K | 0.08% | −70−3.5% | Reduced |
| Blueshift Asset Management, LLC | 1,945 | $269.3K | 0.09% | +1,945 | New |
| Probity Advisors, Inc. | 1,947 | $269.6K | 0.06% | −116−5.6% | Reduced |
| Atlas Capital Advisors LLC | 1,953 | $270.4K | 0.04% | +1,494+325.5% | Added |
| Cim Investment Mangement Inc | 1,957 | $270.9K | 0.08% | −13−0.7% | Reduced |
| Paragon Capital Management Ltd | 1,959 | $271.3K | 0.05% | +146+8.1% | Added |
| Ostrum Asset Management | 1,963 | $271.8K | 0.02% | −153−7.2% | Reduced |
| Legacy Financial Advisors, Inc. | 1,965 | $272.1K | 0.05% | −29−1.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,976 | $273.6K | 0.04% | −3−0.2% | Reduced |
| Capital Investment Advisors, LLC | 1,983 | $274.6K | 0.01% | +27+1.4% | Added |
| Schechter Investment Advisors, LLC | 1,987 | $275.1K | 0.02% | +579+41.1% | Added |
| TruWealth Advisors, LLC | 1,990 | $275.5K | 0.02% | +132+7.1% | Added |
| Chemistry Wealth Management LLC | 1,990 | $275.5K | 0.07% | +1,990 | New |
| Marion Wealth Management | 1,993 | $275.9K | 0.08% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 1,900 | $276.4K | 0.14% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 1,997 | $276.5K | 0.07% | +1,997 | New |
| 1776 Wealth LLC | 2,000 | $276.9K | 0.12% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 2,000 | $276.9K | 0.05% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 2,001 | $277.0K | 0.03% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 2,018 | $279.4K | 0.07% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 2,047 | $283.4K | 0.01% | 00.0% | Unchanged |
| Carr Financial Group Corp | 2,050 | $283.8K | 0.09% | +9+0.4% | Added |
| Fukoku Mutual Life Insurance Co | 2,052 | $284.1K | 0.02% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 2,057 | $284.8K | 0.04% | +326+18.8% | Added |
| Steigerwald, Gordon & Koch Inc. | 2,060 | $285.2K | 0.03% | 00.0% | Unchanged |
| WMS Partners, LLC | 2,077 | $287.6K | 0.02% | +289+16.2% | Added |
| Paloma Partners Management Co | 2,100 | $290.7K | 0.03% | +2,100 | New |
| Choate Investment Advisors | 2,104 | $291.3K | 0.01% | +130+6.6% | Added |
| Concurrent Investment Advisors, LLC | 2,108 | $291.9K | 0.01% | −241−10.3% | Reduced |
| Alhambra Investment Partners LLC | 2,128 | $294.6K | 0.16% | −209−8.9% | Reduced |
| IHT Wealth Management, LLC | 2,138 | $296.0K | 0.01% | +5+0.2% | Added |
| Gilliland Jeter Wealth Management LLC | 2,154 | $298.2K | 0.10% | +9+0.4% | Added |
| Gitterman Wealth Management, LLC | 2,165 | $300.0K | 0.12% | +2,165 | New |
| Kearns & Associates LLC | 2,170 | $300.4K | 0.22% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 2,174 | $301.0K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 2,175 | $301.1K | 0.22% | +705+48.0% | Added |
| Systematic Alpha Investments, LLC | 2,181 | $302.0K | 0.01% | 00.0% | Unchanged |
| Fiduciary Trust Co | 2,197 | $304.2K | 0.00% | +81+3.8% | Added |
| GYL Financial Synergies, LLC | 2,209 | $305.8K | 0.02% | −4−0.2% | Reduced |
| James J. Burns & Company, LLC | 2,212 | $307.0K | 0.06% | +12+0.5% | Added |
| Gateway Investment Advisers LLC | 2,228 | $308.5K | 0.00% | −174−7.2% | Reduced |
| TCG Advisory Services, LLC | 2,237 | $309.7K | 0.01% | +13+0.6% | Added |
| J.W. Cole Advisors, Inc. | 2,239 | $309.9K | 0.01% | +32+1.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,243 | $310.5K | 0.03% | −21−0.9% | Reduced |
| Plimoth Trust Co LLC | 2,244 | $310.7K | 0.08% | −230−9.3% | Reduced |
| Shelton Capital Management | 2,253 | $311.9K | 0.01% | 00.0% | Unchanged |
| Haverford Trust Co | 2,254 | $312.1K | 0.00% | +2,254 | New |
| TD Waterhouse Canada Inc. | 2,237 | $312.8K | 0.00% | −500−18.3% | Reduced |
| Naples Global Advisors, LLC | 2,267 | $313.9K | 0.03% | −10−0.4% | Reduced |
| IFP Advisors, Inc | 2,265 | $313.9K | 0.01% | +234+11.5% | Added |
| Kovack Advisors, Inc. | 2,288 | $316.8K | 0.03% | +7+0.3% | Added |
| Marcum Wealth, LLC | 2,295 | $317.8K | 0.03% | +79+3.6% | Added |
| Viawealth, LLC | 2,295 | $317.8K | 0.20% | +6+0.3% | Added |
| Wolverine Trading, LLC | 2,304 | $319.0K | 0.01% | −535−18.8% | Reduced |
| Callan Family Office, LLC | 2,310 | $319.8K | 0.06% | +2,310 | New |
| Stokes Family Office, LLC | 2,319 | $321.0K | 0.04% | +51+2.2% | Added |
| Welch Group, LLC | 2,327 | $322.2K | 0.02% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 2,337 | $323.6K | 0.02% | −140−5.7% | Reduced |
| LRI Investments, LLC | 2,360 | $326.7K | 0.04% | +2,192+1,304.8% | Added |
| Proficio Capital Partners LLC | 2,360 | $326.8K | 0.03% | +36+1.5% | Added |
| Trust Point Inc. | 2,391 | $331.0K | 0.03% | −254−9.6% | Reduced |
| Ameritas Advisory Services, LLC | 2,411 | $333.8K | 0.01% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 2,414 | $334.0K | 0.04% | 00.0% | Unchanged |
| Cooper Financial Group | 2,417 | $334.6K | 0.05% | +2,417 | New |
| Modera Wealth Management, LLC | 2,420 | $335.0K | 0.00% | −23−0.9% | Reduced |
| Flagship Harbor Advisors, LLC | 2,427 | $336.0K | 0.02% | −1,084−30.9% | Reduced |
| Farther Finance Advisors, LLC | 2,421 | $338.1K | 0.02% | +404+20.0% | Added |
| Mount Vernon Associates Inc | 2,450 | $339.0K | 0.30% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 2,588 | $340.1K | 0.04% | +347+15.5% | Added |
| Riverview Trust Co | 2,536 | $351.1K | 0.33% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 2,545 | $352.3K | 0.03% | −4−0.2% | Reduced |
| Strategic Equity Management | 2,557 | $354.0K | 0.23% | +932+57.4% | Added |
| Perigon Wealth Management, LLC | 2,564 | $355.0K | 0.01% | +4+0.2% | Added |
| 626 Financial, LLC | 2,591 | $358.7K | 0.21% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 2,591 | $359.0K | 0.02% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 2,605 | $360.7K | 0.09% | −95−3.5% | Reduced |
| iA Global Asset Management Inc. | 2,609 | $361.0K | 0.01% | −10,764−80.5% | Reduced |
| Hara Capital LLC | 2,625 | $363.4K | 0.23% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 2,627 | $363.7K | 0.00% | +100+4.0% | Added |