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 |
|---|---|---|---|---|---|
| Everpar Advisors LLC | 3,885 | $537.9K | 0.27% | −23−0.6% | Reduced |
| RWC Asset Management LLP | 3,894 | $539.1K | 0.04% | +178+4.8% | Added |
| Sherbrooke Park Advisers LLC | 3,903 | $540.4K | 0.09% | +3,903 | New |
| Central Trust Co | 3,923 | $543.1K | 0.01% | −8−0.2% | Reduced |
| Greylin Investment Mangement Inc | 3,945 | $546.2K | 0.09% | −775−16.4% | Reduced |
| Syon Capital LLC | 3,953 | $547.3K | 0.05% | +76+2.0% | Added |
| Pettyjohn, Wood & White, Inc | 3,960 | $548.3K | 0.11% | −1,775−31.0% | Reduced |
| Cigna Investments Inc | 3,971 | $549.0K | 0.10% | −34−0.8% | Reduced |
| NorthRock Partners, LLC | 3,997 | $553.4K | 0.02% | −195−4.7% | Reduced |
| RMR Wealth Builders | 4,000 | $553.8K | 0.06% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 4,006 | $554.6K | 0.49% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 4,015 | $555.9K | 0.03% | +51+1.3% | Added |
| Qsemble Capital Management, LP | 4,020 | $556.6K | 0.11% | +4,020 | New |
| Ameritas Investment Partners, Inc. | 4,021 | $556.7K | 0.02% | −94−2.3% | Reduced |
| Sweet Financial Partners, LLC | 4,030 | $558.0K | 0.13% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 4,079 | $564.7K | 0.06% | −33,514−89.1% | Reduced |
| National Asset Management, Inc. | 4,110 | $569.0K | 0.01% | −2,043−33.2% | Reduced |
| Parkside Financial Bank & Trust | 4,120 | $570.4K | 0.09% | +3+0.1% | Added |
| Siemens Fonds Invest GmbH | 4,127 | $571.4K | 0.04% | +91+2.3% | Added |
| SYSTM Wealth Solutions LLC | 4,143 | $573.6K | 0.13% | +65+1.6% | Added |
| Fifth Third Wealth Advisors LLC | 4,150 | $574.6K | 0.04% | +4,150 | New |
| Armstrong Advisory Group, Inc | 4,160 | $576.0K | 0.05% | +24+0.6% | Added |
| Umb Bank N A | 4,214 | $583.4K | 0.01% | +13+0.3% | Added |
| Keybank National Association | 4,233 | $586.1K | 0.00% | +525+14.2% | Added |
| Sumitomo Life Insurance Co | 4,238 | $586.8K | 0.01% | −577−12.0% | Reduced |
| Convergence Financial, LLC | 4,250 | $588.4K | 0.16% | +4,250 | New |
| Western Wealth Management, LLC | 4,275 | $591.9K | 0.04% | +203+5.0% | Added |
| Evergreen Capital Management LLC | 4,283 | $593.0K | 0.02% | +430+11.2% | Added |
| South State Corp. | 4,300 | $595.3K | 0.04% | +35+0.8% | Added |
| Angeles Investment Advisors, LLC | 4,311 | $596.9K | 0.03% | +98+2.3% | Added |
| Modern Wealth Management, LLC | 4,320 | $598.2K | 0.04% | +4,320 | New |
| Agf Management Ltd | 4,387 | $607.4K | 0.00% | +3,013+219.3% | Added |
| First PREMIER Bank | 4,389 | $608.0K | 0.16% | −465−9.6% | Reduced |
| Trustmark National Bank Trust Department | 4,403 | $609.6K | 0.05% | −293−6.2% | Reduced |
| Summit Financial, LLC | 4,440 | $614.7K | 0.03% | +2,918+191.7% | Added |
| Mountain Pacific Investment Advisers Inc | 4,448 | $615.8K | 0.05% | 00.0% | Unchanged |
| Trust Asset Management LLC | 4,466 | $618.3K | 0.05% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 4,477 | $619.8K | 0.18% | −102−2.2% | Reduced |
| Sky Investment Group LLC | 4,490 | $621.6K | 0.12% | 00.0% | Unchanged |
| Brookstone Capital Management | 4,181 | $624.9K | 0.01% | +554+15.3% | Added |
| Spire Wealth Management | 4,537 | $628.1K | 0.02% | −1,422−23.9% | Reduced |
| Prospera Financial Services Inc | 4,552 | $631.3K | 0.02% | +481+11.8% | Added |
| First Trust Investment Solutions L.P. | 4,562 | $631.6K | 0.09% | +3,018+195.5% | Added |
| Neville Rodie & Shaw Inc | 4,565 | $632.0K | 0.05% | −540−10.6% | Reduced |
| GAMMA Investing LLC | 4,612 | $638.5K | 0.09% | +701+17.9% | Added |
| Uncommon Cents Investing LLC | 4,630 | $641.0K | 0.20% | +300+6.9% | Added |
| Vantage Consulting Group Inc | 4,643 | $642.8K | 0.48% | +25+0.5% | Added |
| Stony Point Wealth Management Inc. | 4,729 | $654.7K | 0.28% | +18+0.4% | Added |
| Aptus Capital Advisors, LLC | 4,768 | $660.1K | 0.01% | +510+12.0% | Added |
| Integrated Advisors Network LLC | 4,771 | $660.6K | 0.03% | −32,748−87.3% | Reduced |
| Quotient Wealth Partners, LLC | 4,780 | $661.8K | 0.02% | +1,781+59.4% | Added |
| City Holding Co | 4,795 | $663.8K | 0.10% | −228−4.5% | Reduced |
| Equitable Trust Co | 4,810 | $665.9K | 0.05% | +4,810 | New |
| Qtron Investments LLC | 4,811 | $666.1K | 0.10% | 00.0% | Unchanged |
| Aspen Wealth Strategies, LLC | 4,472 | $668.4K | 0.46% | −166−3.6% | Reduced |
| Malaga Cove Capital, LLC | 4,992 | $691.1K | 0.28% | −1,554−23.7% | Reduced |
| Advisors Asset Management, Inc. | 4,998 | $692.0K | 0.01% | +2,551+104.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 5,000 | $692.3K | 0.21% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 5,048 | $698.9K | 0.02% | +179+3.7% | Added |
| Wealthspire Advisors, LLC | 5,141 | $711.7K | 0.01% | −38−0.7% | Reduced |
| Bank Ozk | 5,169 | $715.6K | 0.31% | −770−13.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 5,184 | $717.7K | 0.03% | +3,786+270.8% | Added |
| Steel Peak Wealth Management LLC | 5,191 | $718.7K | 0.03% | −24,610−82.6% | Reduced |
| Forum Financial Management, LP | 5,193 | $719.0K | 0.01% | −10−0.2% | Reduced |
| Kingsview Wealth Management, LLC | 5,197 | $719.5K | 0.02% | −12,244−70.2% | Reduced |
| Bank & Trust Co | 5,229 | $724.0K | 0.61% | +5,229 | New |
| Quadrant Capital Group LLC | 5,236 | $724.9K | 0.05% | +445+9.3% | Added |
| CSS LLC | 5,258 | $728.0K | 0.05% | −700−11.7% | Reduced |
| Lindbrook Capital, LLC | 5,260 | $728.2K | 0.07% | +446+9.3% | Added |
| My Legacy Advisors, LLC | 5,281 | $731.2K | 0.23% | +1,015+23.8% | Added |
| RFG Advisory, LLC | 5,343 | $739.7K | 0.02% | −1,664−23.7% | Reduced |
| Wedmont Private Capital | 5,362 | $742.2K | 0.05% | +604+12.7% | Added |
| Citizens Financial Group Inc | 5,370 | $743.5K | 0.02% | +2,903+117.7% | Added |
| Northern Financial Advisors Inc | 5,375 | $744.2K | 0.60% | −24−0.4% | Reduced |
| Power Wealth Management LLC | 5,400 | $747.6K | 0.36% | +3,318+159.4% | Added |
| Valeo Financial Advisors, LLC | 5,475 | $758.0K | 0.02% | +478+9.6% | Added |
| Graypoint LLC | 5,479 | $758.6K | 0.05% | −125−2.2% | Reduced |
| Hilltop National Bank | 5,485 | $759.4K | 0.24% | −4−0.1% | Reduced |
| Plato Investment Management Ltd | 5,519 | $764.1K | 0.07% | 00.0% | Unchanged |
| Profund Advisors LLC | 5,558 | $769.5K | 0.03% | −107−1.9% | Reduced |
| Copperwynd Financial, LLC | 5,124 | $775.8K | 0.25% | +5,124 | New |
| William B. Walkup & Associates, Inc. | 5,607 | $776.3K | 0.51% | +5,607 | New |
| Ashton Thomas Private Wealth, LLC | 5,608 | $776.4K | 0.04% | −105−1.8% | Reduced |
| Central Pacific Bank - Trust Division | 5,650 | $782.2K | 0.09% | −2,000−26.1% | Reduced |
| Arden Trust Co | 5,751 | $796.2K | 0.11% | −51−0.9% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 5,797 | $802.6K | 0.31% | +5,797 | New |
| Point72 Hong Kong Ltd | 5,891 | $815.6K | 0.05% | +5,891 | New |
| Meridian Financial Partners LLC | 5,484 | $816.0K | 0.48% | +284+5.5% | Added |
| Jeppson Wealth Management, LLC | 5,902 | $817.1K | 0.31% | −47−0.8% | Reduced |
| GenTrust, LLC | 5,925 | $820.3K | 0.04% | +5,925 | New |
| Eagle Harbor Asset Management Inc | 5,943 | $822.8K | 0.88% | −222−3.6% | Reduced |
| GLOBALT Investments LLC | 5,950 | $823.8K | 0.03% | +69+1.2% | Added |
| Whitener Capital Management, Inc. | 5,950 | $823.8K | 0.25% | −10.0% | Reduced |
| GWM Advisors LLC | 5,995 | $830.0K | 0.01% | +538+9.9% | Added |
| Hennessy Advisors Inc | 6,000 | $830.7K | 0.03% | −1,000−14.3% | Reduced |
| Glenview Trust Co | 6,011 | $832.2K | 0.02% | −29−0.5% | Reduced |
| Sebold Capital Management, Inc. | 6,184 | $856.2K | 0.59% | −244−3.8% | Reduced |
| GTS Securities LLC | 6,217 | $860.7K | 0.02% | +6,217 | New |
| Coldstream Capital Management Inc | 6,263 | $867.1K | 0.02% | +80+1.3% | Added |
| Cohen Klingenstein LLC | 6,280 | $869.5K | 0.03% | 00.0% | Unchanged |