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 |
|---|---|---|---|---|---|
| Ally Financial Inc. | 10,000 | $1.38M | 0.17% | 00.0% | Unchanged |
| American Assets Inc | 10,000 | $1.38M | 0.51% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 10,008 | $1.39M | 0.24% | −662−6.2% | Reduced |
| Coastal Investment Advisors, Inc. | 10,131 | $1.40M | 0.27% | +108+1.1% | Added |
| Greenleaf Trust | 10,185 | $1.41M | 0.01% | +419+4.3% | Added |
| Ferguson Wellman Capital Management, Inc | 10,339 | $1.43M | 0.03% | −1,531−12.9% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 10,348 | $1.43M | 0.67% | +85+0.8% | Added |
| Kingswood Wealth Advisors, LLC | 10,353 | $1.43M | 0.13% | −2,517−19.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 10,441 | $1.45M | 0.05% | +1,791+20.7% | Added |
| Courier Capital LLC | 10,490 | $1.45M | 0.12% | −618−5.6% | Reduced |
| Lakeview Capital Partners, LLC | 9,776 | $1.46M | 0.24% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 10,667 | $1.48M | 0.02% | +10.0% | Added |
| Culbertson A N & Co Inc | 10,700 | $1.48M | 0.26% | +500+4.9% | Added |
| Bridges Investment Management Inc | 10,795 | $1.49M | 0.02% | +1,045+10.7% | Added |
| Gotham Asset Management, LLC | 10,887 | $1.51M | 0.02% | +1,700+18.5% | Added |
| Somerset Trust Co | 10,915 | $1.51M | 0.62% | −31−0.3% | Reduced |
| Evercore Wealth Management, LLC | 10,963 | $1.52M | 0.02% | −700−6.0% | Reduced |
| Raymond James Trust N.A. | 10,982 | $1.52M | 0.04% | −272−2.4% | Reduced |
| Convergence Investment Partners, LLC | 10,982 | $1.52M | 0.44% | −320−2.8% | Reduced |
| Vectors Research Management, LLC | 11,017 | $1.52M | 0.47% | −315−2.8% | Reduced |
| Ritholtz Wealth Management | 11,143 | $1.54M | 0.05% | +354+3.3% | Added |
| United Services Automobile Association | 11,168 | $1.55M | 0.04% | −315−2.7% | Reduced |
| Equitable Holdings, Inc. | 11,192 | $1.55M | 0.02% | +539+5.1% | Added |
| Vestmark Advisory Solutions, Inc. | 11,200 | $1.55M | 0.06% | +2,235+24.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 11,212 | $1.55M | 0.44% | +752+7.2% | Added |
| Verition Fund Management LLC | 11,285 | $1.56M | 0.01% | +9,221+446.8% | Added |
| Advisory Services Network, LLC | 11,344 | $1.57M | 0.03% | −677−5.6% | Reduced |
| Dynamic Advisor Solutions LLC | 11,446 | $1.58M | 0.05% | −476−4.0% | Reduced |
| Boston Private Wealth LLC | 11,453 | $1.59M | 0.04% | −1,127−9.0% | Reduced |
| MAI Capital Management | 11,458 | $1.59M | 0.02% | −119−1.0% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 11,675 | $1.62M | 0.06% | −1,519−11.5% | Reduced |
| Rehmann Capital Advisory Group | 11,714 | $1.62M | 0.12% | −130−1.1% | Reduced |
| Transform Wealth, LLC | 11,856 | $1.64M | 0.12% | −584−4.7% | Reduced |
| Ieq Capital, LLC | 11,894 | $1.65M | 0.02% | +1,266+11.9% | Added |
| Cullen/Frost Bankers, Inc. | 11,966 | $1.66M | 0.02% | −460−3.7% | Reduced |
| Baldwin Investment Management, LLC | 12,145 | $1.68M | 0.23% | −413−3.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 12,160 | $1.68M | 0.04% | +90+0.7% | Added |
| 17 Capital Partners, LLC | 12,163 | $1.68M | 1.20% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 12,324 | $1.71M | 0.12% | −229−1.8% | Reduced |
| Meeder Advisory Services, Inc. | 12,512 | $1.73M | 0.12% | +3,545+39.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 12,578 | $1.74M | 0.07% | +215+1.7% | Added |
| Peddock Capital Advisors, LLC | 12,763 | $1.77M | 0.46% | −1,029−7.5% | Reduced |
| Transcend Wealth Collective, LLC | 12,784 | $1.77M | 0.13% | +265+2.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 12,810 | $1.77M | 0.10% | −3,177−19.9% | Reduced |
| Aviance Capital Partners, LLC | 13,016 | $1.80M | 0.26% | −156−1.2% | Reduced |
| NEOS Investment Management LLC | 13,043 | $1.81M | 0.07% | +3,984+44.0% | Added |
| Salem Investment Counselors Inc | 13,088 | $1.81M | 0.06% | −48−0.4% | Reduced |
| Empirical Finance, LLC | 13,264 | $1.84M | 0.11% | −1,180−8.2% | Reduced |
| Omers Administration Corp | 13,273 | $1.84M | 0.02% | −1,627−10.9% | Reduced |
| Vista Investment Management | 13,288 | $1.84M | 0.75% | −223−1.7% | Reduced |
| Everence Capital Management Inc | 12,880 | $1.85M | 0.13% | 00.0% | Unchanged |
| Twin Tree Management, LP | 13,457 | $1.86M | 0.05% | −55,047−80.4% | Reduced |
| Atria Wealth Solutions, Inc. | 13,490 | $1.87M | 0.02% | −270−2.0% | Reduced |
| Eagle Rock Investment Company, LLC | 13,565 | $1.88M | 0.34% | −315−2.3% | Reduced |
| Norinchukin Bank, The | 13,575 | $1.88M | 0.05% | +279+2.1% | Added |
| IMA Wealth, Inc. | 13,627 | $1.89M | 0.83% | +144+1.1% | Added |
| United Capital Financial Advisers, LLC | 13,890 | $1.92M | 0.02% | −6,238−31.0% | Reduced |
| Bridgeway Capital Management, LLC | 13,900 | $1.92M | 0.05% | −42,950−75.5% | Reduced |
| Hudson Canyon Capital Management | 13,907 | $1.93M | 1.30% | −1,395−9.1% | Reduced |
| DeepCurrents Investment Group LLC | 13,988 | $1.94M | 0.08% | +13,988 | New |
| Associated Banc-Corp | 14,157 | $1.96M | 0.06% | +60.0% | Added |
| Wedbush Securities Inc | 14,310 | $1.98M | 0.07% | −69−0.5% | Reduced |
| Symmetry Investments LP | 14,500 | $2.01M | 0.25% | +14,500 | New |
| TownSquare Capital, LLC | 14,672 | $2.03M | 0.03% | +1,072+7.9% | Added |
| Nomura Holdings Inc | 14,691 | $2.03M | 0.01% | +4,652+46.3% | Added |
| AdvisorNet Financial, Inc | 14,739 | $2.04M | 0.19% | +329+2.3% | Added |
| Horizon Investments, LLC | 14,910 | $2.06M | 0.06% | +1,201+8.8% | Added |
| Bayesian Capital Management, LP | 14,910 | $2.06M | 0.24% | −2,390−13.8% | Reduced |
| Brinker Capital Investments, LLC | 14,940 | $2.07M | 0.02% | +99+0.7% | Added |
| Orion Portfolio Solutions, LLC | 14,940 | $2.07M | 0.02% | +99+0.7% | Added |
| Vinva Investment Management Ltd | 15,480 | $2.07M | 0.11% | +1,177+8.2% | Added |
| Campbell & CO Investment Adviser LLC | 14,996 | $2.08M | 0.18% | +14,996 | New |
| Morningstar Investment Management LLC | 15,217 | $2.11M | 0.22% | −2,483−14.0% | Reduced |
| Legato Capital Management LLC | 15,219 | $2.11M | 0.28% | −6,974−31.4% | Reduced |
| Round Rock Advisors, LLC | 15,238 | $2.11M | 0.51% | +675+4.6% | Added |
| Veriti Management LLC | 15,260 | $2.11M | 0.13% | +1,388+10.0% | Added |
| Stephens Inc | 15,301 | $2.12M | 0.03% | +345+2.3% | Added |
| Gabelli Funds LLC | 15,450 | $2.14M | 0.02% | +150+1.0% | Added |
| CIBC World Markets Inc. | 15,601 | $2.16M | 0.01% | −1,189−7.1% | Reduced |
| Vontobel Holding Ltd. | 15,737 | $2.18M | 0.01% | +212+1.4% | Added |
| Valley National Advisers Inc | 15,757 | $2.18M | 0.32% | −609−3.7% | Reduced |
| Rakuten Investment Management, Inc. | 16,270 | $2.18M | 0.01% | +6,037+59.0% | Added |
| YHB Investment Advisors, Inc. | 15,757 | $2.18M | 0.19% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 15,795 | $2.19M | 0.25% | +25+0.2% | Added |
| Banque Cantonale Vaudoise | 15,905 | $2.20M | 0.09% | +8,849+125.4% | Added |
| CIBC Private Wealth Group, LLC | 16,226 | $2.20M | 0.00% | +291+1.8% | Added |
| Northwestern Mutual Wealth Management Co | 16,051 | $2.22M | 0.00% | −364−2.2% | Reduced |
| G&S Capital LLC | 15,439 | $2.23M | 0.97% | +15,439 | New |
| Envestnet Portfolio Solutions, Inc. | 16,203 | $2.24M | 0.01% | +386+2.4% | Added |
| Clearstead Advisors, LLC | 16,221 | $2.25M | 0.04% | +14,021+637.3% | Added |
| Pinnacle Associates Ltd | 16,480 | $2.28M | 0.04% | −69−0.4% | Reduced |
| FineMark National Bank & Trust | 16,502 | $2.28M | 0.08% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 16,626 | $2.30M | 0.01% | −134−0.8% | Reduced |
| Paradigm Financial Partners, LLC | 16,703 | $2.31M | 0.34% | +5,576+50.1% | Added |
| Metis Global Partners, LLC | 16,760 | $2.32M | 0.08% | +23+0.1% | Added |
| EJF Capital LLC | 17,114 | $2.37M | 1.76% | −283−1.6% | Reduced |
| DF Dent & Co Inc | 17,375 | $2.41M | 0.03% | −458−2.6% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 17,443 | $2.41M | 0.19% | +882+5.3% | Added |
| Procyon Private Wealth Partners, LLC | 17,476 | $2.42M | 0.18% | +2,251+14.8% | Added |
| Fifth Third Bancorp | 17,743 | $2.46M | 0.01% | +931+5.5% | Added |