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; 2,129 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 |
|---|---|---|---|---|---|
| Addison Capital Co | 6,323 | $875.4K | 0.38% | +821+14.9% | Added |
| Kestra Private Wealth Services, LLC | 6,309 | $873.5K | 0.02% | −72−1.1% | Reduced |
| Cohen Klingenstein LLC | 6,280 | $869.5K | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 6,263 | $867.1K | 0.02% | +80+1.3% | Added |
| GTS Securities LLC | 6,217 | $860.7K | 0.02% | +6,217 | New |
| Sebold Capital Management, Inc. | 6,184 | $856.2K | 0.59% | −244−3.8% | Reduced |
| Glenview Trust Co | 6,011 | $832.2K | 0.02% | −29−0.5% | Reduced |
| Hennessy Advisors Inc | 6,000 | $830.7K | 0.03% | −1,000−14.3% | Reduced |
| GWM Advisors LLC | 5,995 | $830.0K | 0.01% | +538+9.9% | Added |
| Whitener Capital Management, Inc. | 5,950 | $823.8K | 0.25% | −10.0% | Reduced |
| GLOBALT Investments LLC | 5,950 | $823.8K | 0.03% | +69+1.2% | Added |
| Eagle Harbor Asset Management Inc | 5,943 | $822.8K | 0.88% | −222−3.6% | Reduced |
| GenTrust, LLC | 5,925 | $820.3K | 0.04% | +5,925 | New |
| Jeppson Wealth Management, LLC | 5,902 | $817.1K | 0.31% | −47−0.8% | Reduced |
| Meridian Financial Partners LLC | 5,484 | $816.0K | 0.48% | +284+5.5% | Added |
| Point72 Hong Kong Ltd | 5,891 | $815.6K | 0.05% | +5,891 | New |
| Cerro Pacific Wealth Advisors LLC | 5,797 | $802.6K | 0.31% | +5,797 | New |
| Arden Trust Co | 5,751 | $796.2K | 0.11% | −51−0.9% | Reduced |
| Central Pacific Bank - Trust Division | 5,650 | $782.2K | 0.09% | −2,000−26.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,608 | $776.4K | 0.04% | −105−1.8% | Reduced |
| William B. Walkup & Associates, Inc. | 5,607 | $776.3K | 0.51% | +5,607 | New |
| Copperwynd Financial, LLC | 5,124 | $775.8K | 0.25% | +5,124 | New |
| Profund Advisors LLC | 5,558 | $769.5K | 0.03% | −107−1.9% | Reduced |
| Plato Investment Management Ltd | 5,519 | $764.1K | 0.07% | 00.0% | Unchanged |
| Hilltop National Bank | 5,485 | $759.4K | 0.24% | −4−0.1% | Reduced |
| Graypoint LLC | 5,479 | $758.6K | 0.05% | −125−2.2% | Reduced |
| Valeo Financial Advisors, LLC | 5,475 | $758.0K | 0.02% | +478+9.6% | Added |
| Power Wealth Management LLC | 5,400 | $747.6K | 0.36% | +3,318+159.4% | Added |
| Northern Financial Advisors Inc | 5,375 | $744.2K | 0.60% | −24−0.4% | Reduced |
| Citizens Financial Group Inc | 5,370 | $743.5K | 0.02% | +2,903+117.7% | Added |
| Wedmont Private Capital | 5,362 | $742.2K | 0.05% | +604+12.7% | Added |
| RFG Advisory, LLC | 5,343 | $739.7K | 0.02% | −1,664−23.7% | Reduced |
| My Legacy Advisors, LLC | 5,281 | $731.2K | 0.23% | +1,015+23.8% | Added |
| Lindbrook Capital, LLC | 5,260 | $728.2K | 0.07% | +446+9.3% | Added |
| CSS LLC | 5,258 | $728.0K | 0.05% | −700−11.7% | Reduced |
| Quadrant Capital Group LLC | 5,236 | $724.9K | 0.05% | +445+9.3% | Added |
| Bank & Trust Co | 5,229 | $724.0K | 0.61% | +5,229 | New |
| Kingsview Wealth Management, LLC | 5,197 | $719.5K | 0.02% | −12,244−70.2% | Reduced |
| Forum Financial Management, LP | 5,193 | $719.0K | 0.01% | −10−0.2% | Reduced |
| Steel Peak Wealth Management LLC | 5,191 | $718.7K | 0.03% | −24,610−82.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 5,184 | $717.7K | 0.03% | +3,786+270.8% | Added |
| Bank Ozk | 5,169 | $715.6K | 0.31% | −770−13.0% | Reduced |
| Wealthspire Advisors, LLC | 5,141 | $711.7K | 0.01% | −38−0.7% | Reduced |
| Axxcess Wealth Management, LLC | 5,048 | $698.9K | 0.02% | +179+3.7% | Added |
| Supplemental Annuity Collective Trust of NJ | 5,000 | $692.3K | 0.21% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 4,998 | $692.0K | 0.01% | +2,551+104.3% | Added |
| Malaga Cove Capital, LLC | 4,992 | $691.1K | 0.28% | −1,554−23.7% | Reduced |
| Aspen Wealth Strategies, LLC | 4,472 | $668.4K | 0.46% | −166−3.6% | Reduced |
| Qtron Investments LLC | 4,811 | $666.1K | 0.10% | 00.0% | Unchanged |
| Equitable Trust Co | 4,810 | $665.9K | 0.05% | +4,810 | New |
| City Holding Co | 4,795 | $663.8K | 0.10% | −228−4.5% | Reduced |
| Quotient Wealth Partners, LLC | 4,780 | $661.8K | 0.02% | +1,781+59.4% | Added |
| Integrated Advisors Network LLC | 4,771 | $660.6K | 0.03% | −32,748−87.3% | Reduced |
| Aptus Capital Advisors, LLC | 4,768 | $660.1K | 0.01% | +510+12.0% | Added |
| Stony Point Wealth Management Inc. | 4,729 | $654.7K | 0.28% | +18+0.4% | Added |
| Vantage Consulting Group Inc | 4,643 | $642.8K | 0.48% | +25+0.5% | Added |
| Uncommon Cents Investing LLC | 4,630 | $641.0K | 0.20% | +300+6.9% | Added |
| GAMMA Investing LLC | 4,612 | $638.5K | 0.09% | +701+17.9% | Added |
| Neville Rodie & Shaw Inc | 4,565 | $632.0K | 0.05% | −540−10.6% | Reduced |
| First Trust Investment Solutions L.P. | 4,562 | $631.6K | 0.09% | +3,018+195.5% | Added |
| Prospera Financial Services Inc | 4,552 | $631.3K | 0.02% | +481+11.8% | Added |
| Spire Wealth Management | 4,537 | $628.1K | 0.02% | −1,422−23.9% | Reduced |
| Brookstone Capital Management | 4,181 | $624.9K | 0.01% | +554+15.3% | Added |
| Sky Investment Group LLC | 4,490 | $621.6K | 0.12% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 4,477 | $619.8K | 0.18% | −102−2.2% | Reduced |
| Trust Asset Management LLC | 4,466 | $618.3K | 0.05% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 4,448 | $615.8K | 0.05% | 00.0% | Unchanged |
| Summit Financial, LLC | 4,440 | $614.7K | 0.03% | +2,918+191.7% | Added |
| Trustmark National Bank Trust Department | 4,403 | $609.6K | 0.05% | −293−6.2% | Reduced |
| First PREMIER Bank | 4,389 | $608.0K | 0.16% | −465−9.6% | Reduced |
| Agf Management Ltd | 4,387 | $607.4K | 0.00% | +3,013+219.3% | Added |
| Modern Wealth Management, LLC | 4,320 | $598.2K | 0.04% | +4,320 | New |
| Angeles Investment Advisors, LLC | 4,311 | $596.9K | 0.03% | +98+2.3% | Added |
| South State Corp. | 4,300 | $595.3K | 0.04% | +35+0.8% | Added |
| Evergreen Capital Management LLC | 4,283 | $593.0K | 0.02% | +430+11.2% | Added |
| Western Wealth Management, LLC | 4,275 | $591.9K | 0.04% | +203+5.0% | Added |
| Convergence Financial, LLC | 4,250 | $588.4K | 0.16% | +4,250 | New |
| Sumitomo Life Insurance Co | 4,238 | $586.8K | 0.01% | −577−12.0% | Reduced |
| Keybank National Association | 4,233 | $586.1K | 0.00% | +525+14.2% | Added |
| Umb Bank N A | 4,214 | $583.4K | 0.01% | +13+0.3% | Added |
| Armstrong Advisory Group, Inc | 4,160 | $576.0K | 0.05% | +24+0.6% | Added |
| Fifth Third Wealth Advisors LLC | 4,150 | $574.6K | 0.04% | +4,150 | New |
| SYSTM Wealth Solutions LLC | 4,143 | $573.6K | 0.13% | +65+1.6% | Added |
| Siemens Fonds Invest GmbH | 4,127 | $571.4K | 0.04% | +91+2.3% | Added |
| Parkside Financial Bank & Trust | 4,120 | $570.4K | 0.09% | +3+0.1% | Added |
| National Asset Management, Inc. | 4,110 | $569.0K | 0.01% | −2,043−33.2% | Reduced |
| Soltis Investment Advisors LLC | 4,079 | $564.7K | 0.06% | −33,514−89.1% | Reduced |
| Sweet Financial Partners, LLC | 4,030 | $558.0K | 0.13% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,021 | $556.7K | 0.02% | −94−2.3% | Reduced |
| Qsemble Capital Management, LP | 4,020 | $556.6K | 0.11% | +4,020 | New |
| Lake Street Advisors Group, LLC | 4,015 | $555.9K | 0.03% | +51+1.3% | Added |
| Richwood Investment Advisors, LLC | 4,006 | $554.6K | 0.49% | 00.0% | Unchanged |
| RMR Wealth Builders | 4,000 | $553.8K | 0.06% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 3,997 | $553.4K | 0.02% | −195−4.7% | Reduced |
| Cigna Investments Inc | 3,971 | $549.0K | 0.10% | −34−0.8% | Reduced |
| Pettyjohn, Wood & White, Inc | 3,960 | $548.3K | 0.11% | −1,775−31.0% | Reduced |
| Syon Capital LLC | 3,953 | $547.3K | 0.05% | +76+2.0% | Added |
| Greylin Investment Mangement Inc | 3,945 | $546.2K | 0.09% | −775−16.4% | Reduced |
| Central Trust Co | 3,923 | $543.1K | 0.01% | −8−0.2% | Reduced |
| Sherbrooke Park Advisers LLC | 3,903 | $540.4K | 0.09% | +3,903 | New |