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 |
|---|---|---|---|---|---|
| Oxford Financial Group Ltd | 2,629 | $364.0K | 0.02% | −120−4.4% | Reduced |
| FFT Wealth Management LLC | 2,629 | $364.0K | 0.03% | +2+0.1% | Added |
| Sutton Place Investors LLC | 2,632 | $364.4K | 0.24% | +16+0.6% | Added |
| Clarius Group, LLC | 2,635 | $364.8K | 0.03% | −181−6.4% | Reduced |
| Moneta Group Investment Advisors LLC | 2,637 | $365.2K | 0.01% | −9−0.3% | Reduced |
| Western Pacific Wealth Management, LP | 2,655 | $367.6K | 0.28% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,664 | $368.8K | 0.04% | −12−0.4% | Reduced |
| Global Retirement Partners, LLC | 2,668 | $369.4K | 0.01% | +983+58.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,669 | $369.5K | 0.06% | +18+0.7% | Added |
| KG&L Capital Management,LLC | 2,670 | $369.7K | 0.13% | +562+26.7% | Added |
| Prossimo Advisors, LLC | 2,670 | $370.0K | 0.33% | +1,005+60.4% | Added |
| Montecito Bank & Trust | 2,697 | $373.4K | 0.08% | −385−12.5% | Reduced |
| Parsons Capital Management Inc | 2,699 | $373.7K | 0.03% | −25−0.9% | Reduced |
| Capital International Sarl | 2,703 | $374.2K | 0.01% | +360+15.4% | Added |
| Great Valley Advisor Group, Inc. | 2,734 | $378.5K | 0.01% | +434+18.9% | Added |
| Pointe Capital Management LLC | 2,736 | $378.8K | 0.24% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 2,757 | $381.6K | 0.02% | −72−2.5% | Reduced |
| Gunn & Co Investment Management, Inc. | 2,757 | $381.6K | 0.02% | +2,757 | New |
| XML Financial, LLC | 2,760 | $382.1K | 0.04% | −410−12.9% | Reduced |
| Verus Financial Partners, Inc. | 2,767 | $383.0K | 0.04% | +3+0.1% | Added |
| Zullo Investment Group, Inc. | 2,780 | $384.9K | 0.17% | +8+0.3% | Added |
| Leonteq Securities AG | 2,807 | $388.6K | 0.05% | +1,471+110.1% | Added |
| Crestwood Advisors Group LLC | 2,819 | $390.3K | 0.01% | +30+1.1% | Added |
| Acropolis Investment Management, LLC | 2,833 | $392.2K | 0.02% | −185−6.1% | Reduced |
| Intact Investment Management Inc. | 2,840 | $393.2K | 0.01% | −16,860−85.6% | Reduced |
| Platform Technology Partners | 2,841 | $393.3K | 0.14% | +2,841 | New |
| Resources Investment Advisors, LLC. | 2,851 | $394.8K | 0.00% | +425+17.5% | Added |
| Gsa Capital Partners LLP | 2,872 | $398.0K | 0.03% | +2,872 | New |
| Aspiriant, LLC | 2,909 | $402.8K | 0.02% | −311−9.7% | Reduced |
| Cambria Investment Management, L.P. | 2,920 | $404.3K | 0.02% | −747−20.4% | Reduced |
| Moody National Bank Trust Division | 2,932 | $405.9K | 0.03% | −2,729−48.2% | Reduced |
| Lester Murray Antman dba SimplyRich | 2,939 | $406.0K | 0.13% | 00.0% | Unchanged |
| AlTi Global, Inc. | 2,943 | $407.5K | 0.01% | +10+0.3% | Added |
| Jacobi Capital Management LLC | 2,949 | $408.3K | 0.04% | +6+0.2% | Added |
| ProVise Management Group, LLC | 2,950 | $408.4K | 0.03% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 2,953 | $408.9K | 0.02% | +411+16.2% | Added |
| NBC Securities, Inc. | 2,962 | $410.0K | 0.04% | −155−5.0% | Reduced |
| Abbrea Capital, LLC | 2,977 | $412.0K | 0.05% | −125−4.0% | Reduced |
| Hartford Financial Management Inc. | 3,000 | $415.4K | 0.09% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 3,000 | $415.4K | 0.35% | 00.0% | Unchanged |
| We Are One Seven, LLC | 3,006 | $416.2K | 0.02% | +3,006 | New |
| Circle Wealth Management, LLC | 3,018 | $417.9K | 0.01% | −393−11.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 3,035 | $420.3K | 0.17% | −868−22.2% | Reduced |
| Checchi Capital Advisers, LLC | 3,040 | $420.9K | 0.03% | +60+2.0% | Added |
| Financial Security Advisor, Inc. | 3,059 | $423.6K | 0.14% | −196−6.0% | Reduced |
| Kathmere Capital Management, LLC | 3,066 | $424.5K | 0.05% | +109+3.7% | Added |
| Gryphon Financial Partners LLC | 3,070 | $425.1K | 0.06% | −326−9.6% | Reduced |
| tru Independence LLC | 3,091 | $427.9K | 0.13% | +30+1.0% | Added |
| Two Sigma Securities, LLC | 3,096 | $428.6K | 0.02% | −362−10.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,096 | $428.6K | 0.06% | +178+6.1% | Added |
| Summit Trail Advisors, LLC | 3,109 | $430.5K | 0.01% | −1,200−27.8% | Reduced |
| Teza Capital Management LLC | 3,115 | $431.3K | 0.05% | +3,115 | New |
| DRW Securities, LLC | 3,124 | $432.5K | 0.03% | +3,124 | New |
| Atlantic Union Bankshares Corp | 3,162 | $437.8K | 0.03% | −8−0.3% | Reduced |
| Global Trust Asset Management, LLC | 3,175 | $439.5K | 0.18% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 3,190 | $442.0K | 0.02% | 00.0% | Unchanged |
| Mint Tower Capital Management B.V. | 3,193 | $442.0K | 0.17% | +3,193 | New |
| Brighton Jones LLC | 3,219 | $445.7K | 0.01% | +23+0.7% | Added |
| Conning Inc. | 3,223 | $446.2K | 0.02% | +128+4.1% | Added |
| Diversified Investment Strategies, LLC | 3,227 | $446.8K | 0.31% | 00.0% | Unchanged |
| Bank of Stockton | 3,238 | $448.3K | 0.14% | +720+28.6% | Added |
| Epoch Investment Partners, Inc. | 3,240 | $448.6K | 0.00% | +32+1.0% | Added |
| Busey Wealth Management | 3,268 | $452.5K | 0.02% | −348−9.6% | Reduced |
| Fidelis Capital Partners, LLC | 3,422 | $452.7K | 0.06% | +68+2.0% | Added |
| Geneos Wealth Management Inc. | 3,322 | $459.9K | 0.02% | −254−7.1% | Reduced |
| First National Trust Co | 3,333 | $461.5K | 0.02% | −22−0.7% | Reduced |
| Ballentine Partners, LLC | 3,334 | $461.6K | 0.01% | +1,267+61.3% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3,336 | $461.9K | 0.13% | 00.0% | Unchanged |
| Csenge Advisory Group | 3,360 | $465.2K | 0.03% | +3,360 | New |
| Merit Financial Group, LLC | 3,361 | $465.3K | 0.01% | +102+3.1% | Added |
| Americana Partners, LLC | 3,364 | $465.7K | 0.04% | −121−3.5% | Reduced |
| Entropy Technologies, LP | 3,376 | $467.4K | 0.05% | +3,376 | New |
| Marex Group plc | 3,389 | $469.2K | 0.01% | −958−22.0% | Reduced |
| MQS Management LLC | 3,406 | $471.6K | 0.29% | +231+7.3% | Added |
| FIL Ltd | 3,418 | $473.2K | 0.00% | −130−3.7% | Reduced |
| Wright Investors Service Inc | 3,419 | $473.4K | 0.12% | −2,243−39.6% | Reduced |
| Concentric Wealth Management, LLC | 3,434 | $475.4K | 0.12% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 3,448 | $477.4K | 0.07% | +191+5.9% | Added |
| Verdence Capital Advisors LLC | 3,479 | $481.6K | 0.04% | −65−1.8% | Reduced |
| 3Chopt Investment Partners, LLC | 3,489 | $483.0K | 0.15% | +3,489 | New |
| Rockland Trust Co | 3,508 | $485.7K | 0.03% | +53+1.5% | Added |
| Kinneret Advisory, LLC | 3,515 | $486.7K | 0.05% | −23,218−86.9% | Reduced |
| Venture Visionary Partners LLC | 3,530 | $488.8K | 0.02% | +146+4.3% | Added |
| Stonegate Investment Group, LLC | 3,532 | $489.0K | 0.01% | +173+5.2% | Added |
| St Germain D J Co Inc | 3,541 | $490.3K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3,666 | $491.4K | 0.08% | +636+21.0% | Added |
| Fulton Bank, N.A. | 3,576 | $495.1K | 0.02% | +48+1.4% | Added |
| Empower Advisory Group, LLC | 3,586 | $496.5K | 0.00% | −229−6.0% | Reduced |
| Continuum Advisory, LLC | 3,590 | $497.0K | 0.07% | +280+8.5% | Added |
| Harbor Investment Advisory, LLC | 3,611 | $499.9K | 0.05% | −132−3.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,625 | $502.0K | 0.01% | −891−19.7% | Reduced |
| Premier Path Wealth Partners, LLC | 3,633 | $503.0K | 0.09% | +136+3.9% | Added |
| Integrated Investment Consultants, LLC | 3,403 | $506.7K | 0.14% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 3,689 | $510.7K | 0.04% | +3,689 | New |
| Moors & Cabot, Inc. | 3,715 | $514.3K | 0.03% | +38+1.0% | Added |
| Whittier Trust Co | 3,726 | $515.9K | 0.01% | −333−8.2% | Reduced |
| Frank, Rimerman Advisors LLC | 3,780 | $523.3K | 0.04% | +3,757+16,334.8% | Added |
| Franklin Street Advisors Inc | 3,788 | $524.0K | 0.04% | −486−11.4% | Reduced |
| Machina Capital S.A.S. | 3,847 | $532.6K | 0.24% | +3,847 | New |
| Joule Financial, LLC | 3,882 | $537.5K | 0.22% | +83+2.2% | Added |