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 13 sales; 2,129 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
- 1,201
- +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
- 424 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 | 2,129 | $107.7B |
| Q1 2026 | 2,081 | $96.4B |
| Q4 2025 | 2,211 | $133.0B |
| Q3 2025 | 2,001 | $116.2B |
| Q2 2025 | 1,961 | $118.8B |
| Q1 2025 | 1,402 | $65.5B |
| Q4 2024 | 1,361 | $64.0B |
| Q3 2024 | 1,228 | $52.1B |
| Q2 2024 | 1,201 | $48.0B |
| Q1 2024 | 1,165 | $52.2B |
| Q4 2023 | 1,141 | $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 |
| ASB Consultores, LLC | 1,785 | $247.1K | 0.09% | −2,079−53.8% | Reduced |
| Penserra Capital Management LLC | 1,784 | $247.0K | 0.00% | +17+1.0% | Added |
| 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 |
| Foundations Investment Advisors, LLC | 1,766 | $244.4K | 0.01% | −10−0.6% | Reduced |
| Roman Butler Fullerton & Co | 1,786 | $244.1K | 0.08% | +3+0.2% | Added |
| Dynamic Wealth Strategies, LLC | 1,765 | $244.0K | 0.21% | −16−0.9% | Reduced |
| Harbour Trust & Investment Management Co | 1,760 | $243.7K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 1,759 | $243.5K | 0.03% | +318+22.1% | Added |
| SpiderRock Advisors, LLC | 1,759 | $243.5K | 0.01% | −96−5.2% | Reduced |
| Opal Wealth Advisors, LLC | 1,757 | $243.3K | 0.08% | +1,757 | New |
| Studio Investment Management LLC | 1,754 | $242.8K | 0.06% | +70+4.2% | Added |
| Caption Management, LLC | 1,750 | $242.3K | 0.03% | +1,750 | New |
| Drive Wealth Management, LLC | 1,747 | $241.9K | 0.07% | +26+1.5% | Added |
| Legacy Capital Group California, Inc. | 1,719 | $238.0K | 0.09% | +18+1.1% | Added |
| Cedrus LLC | 1,717 | $237.8K | 0.12% | +1,717 | New |
| Ronald Blue Trust, Inc. | 1,594 | $237.4K | 0.00% | +477+42.7% | Added |
| Arkadios Wealth Advisors | 1,714 | $237.2K | 0.02% | +157+10.1% | Added |
| Paragon Private Wealth Management, LLC | 1,710 | $236.8K | 0.13% | +138+8.8% | Added |
| Heartwood Wealth Advisors LLC | 1,704 | $235.9K | 0.03% | 00.0% | Unchanged |
| Keel Point, LLC | 1,758 | $235.6K | 0.02% | −222−11.2% | Reduced |
| Strait & Sound Wealth Management LLC | 1,695 | $234.7K | 0.12% | −355−17.3% | Reduced |
| Benjamin Edwards Inc | 1,693 | $234.0K | 0.05% | +102+6.4% | Added |
| Partners in Financial Planning | 1,686 | $233.4K | 0.05% | 00.0% | Unchanged |
| F/M Investments LLC | 1,680 | $232.6K | 0.01% | +1,680 | New |
| Journey Strategic Wealth LLC | 1,673 | $231.7K | 0.01% | +1,673 | New |
| Advisory Alpha, LLC | 1,656 | $229.4K | 0.01% | −51−3.0% | Reduced |
| Sage Mountain Advisors LLC | 1,653 | $228.9K | 0.02% | −19−1.1% | Reduced |
| One Wealth Advisors, LLC | 1,695 | $228.5K | 0.05% | +1,695 | 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 |
| Scientech Research LLC | 1,649 | $228.3K | 0.05% | +1,649 | New |
| Sunbelt Securities, Inc. | 1,646 | $227.8K | 0.02% | +661+67.1% | Added |
| Exencial Wealth Advisors, LLC | 1,644 | $227.6K | 0.01% | +75+4.8% | Added |
| Hilltop Partners LLC | 1,635 | $226.4K | 0.08% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,629 | $225.5K | 0.04% | +1,231+309.3% | Added |
| Essex Financial Services, Inc. | 1,671 | $224.6K | 0.02% | +316+23.3% | Added |
| Capital Advisors, Ltd. LLC | 1,615 | $224.0K | 0.03% | +6+0.4% | Added |
| WoodTrust Financial Corp | 1,609 | $223.0K | 0.03% | −21−1.3% | 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 |
| Mesirow Financial Investment Management, Inc. | 1,598 | $221.4K | 0.00% | −4−0.2% | Reduced |
| Fiduciary Family Office, LLC | 1,598 | $221.3K | 0.09% | −41−2.5% | Reduced |
| Walkner Condon Financial Advisors LLC | 1,590 | $220.1K | 0.05% | −325−17.0% | Reduced |
| Humankind Investments LLC | 1,589 | $220.0K | 0.06% | +1,589 | New |
| One Wealth Management Investment & Advisory Services, LLC | 1,586 | $219.6K | 0.09% | −158−9.1% | Reduced |
| Money Concepts Capital Corp | 1,586 | $219.5K | 0.02% | −41−2.5% | Reduced |
| GeoWealth Management, LLC | 1,584 | $219.3K | 0.01% | +376+31.1% | Added |
| Seven Mile Advisory | 1,580 | $218.8K | 0.16% | +19+1.2% | Added |
| Balentine LLC | 1,579 | $218.6K | 0.01% | −1,395−46.9% | Reduced |
| Cypress Capital Group | 1,576 | $218.2K | 0.03% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 1,573 | $217.8K | 0.08% | −24−1.5% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,570 | $217.4K | 0.13% | 00.0% | Unchanged |
| Asset Allocation Strategies LLC | 1,561 | $216.1K | 0.07% | −94−5.7% | Reduced |
| Simon Quick Advisors, LLC | 1,541 | $213.4K | 0.02% | +1,541 | New |
| KC Investment Advisors, LLC | 1,541 | $213.4K | 0.11% | +1,541 | New |
| IMS Capital Management | 1,505 | $213.0K | 0.10% | −25−1.6% | Reduced |
| Charter Research & Investment Group, Inc. | 1,534 | $212.4K | 0.17% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,527 | $211.4K | 0.04% | +1,527 | New |
| NewEdge Wealth, LLC | 1,522 | $210.7K | 0.00% | −365−19.3% | Reduced |
| D.B. Root & Company, LLC | 1,507 | $208.6K | 0.07% | +1,507 | New |
| Trust Co of Virginia | 1,506 | $208.5K | 0.02% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 1,525 | $208.3K | 0.02% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 1,504 | $208.3K | 0.03% | −48−3.1% | Reduced |
| Hyperion Capital Advisors LP | 1,501 | $207.8K | 0.10% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 1,499 | $207.5K | 0.02% | +1,499 | New |
| LS Investment Advisors, LLC | 1,496 | $207.1K | 0.03% | 00.0% | Unchanged |
| PFG Investments, LLC | 1,495 | $207.0K | 0.01% | −111−6.9% | Reduced |
| Dillon & Associates Inc | 1,500 | $207.0K | 0.03% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,495 | $207.0K | 0.05% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,491 | $206.4K | 0.02% | +39+2.7% | Added |
| Twin Peaks Wealth Advisors, LLC | 1,490 | $206.3K | 0.10% | +1,490 | New |
| Catalina Capital Group, LLC | 1,488 | $206.0K | 0.08% | +1,488 | New |
| Linden Thomas Advisory Services, LLC | 1,486 | $205.7K | 0.03% | +52+3.6% | Added |
| Rosenberg Matthew Hamilton | 1,471 | $205.5K | 0.06% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 1,483 | $205.3K | 0.00% | +1,483 | New |
| Hamilton Point Investment Advisors, LLC | 1,478 | $204.6K | 0.04% | 00.0% | Unchanged |
| Gratus Capital LLC | 1,474 | $204.0K | 0.01% | +40+2.8% | Added |
| Buckingham Strategic Wealth, LLC | 1,472 | $203.7K | 0.00% | −33−2.2% | Reduced |
| MONECO Advisors, LLC | 1,468 | $203.2K | 0.03% | +7+0.5% | Added |
| Passive Capital Management, LLC. | 1,462 | $202.4K | 0.08% | +1,462 | New |
| L2 Asset Management, LLC | 1,450 | $200.8K | 0.06% | +1,450 | New |
| Washington Trust Co | 1,447 | $200.4K | 0.01% | +1+0.1% | Added |
| Strategic Financial Concepts, LLC | 30,298 | $199.0K | 0.00% | +30,298 | New |
| CKW Financial Group | 1,375 | $192.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,373 | $190.0K | 0.01% | −25−1.8% | Reduced |
| TD Private Client Wealth LLC | 1,367 | $189.3K | 0.01% | +25+1.9% | Added |
| Smithfield Trust Co | 1,334 | $185.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,311 | $181.5K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,301 | $180.1K | 0.08% | −100−7.1% | Reduced |
| Financial Management Professionals, Inc. | 1,294 | $179.0K | 0.02% | +762+143.2% | Added |
| Heritage Wealth Advisors | 1,285 | $177.9K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 1,245 | $172.4K | 0.13% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 1,200 | $166.1K | 0.09% | +1,200 | New |
| Allianz SE | 1,150 | $159.2K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,139 | $157.7K | 0.10% | +978+607.5% | Added |
| Dunhill Financial, LLC | 1,133 | $156.8K | 0.10% | +303+36.5% | Added |
| Alta Advisers Ltd | 1,100 | $152.3K | 0.07% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,098 | $152.0K | 0.03% | 00.0% | Unchanged |