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 |
|---|---|---|---|---|---|
| RWC Asset Management LLP | 3,894 | $539.1K | 0.04% | +178+4.8% | Added |
| Everpar Advisors LLC | 3,885 | $537.9K | 0.27% | −23−0.6% | Reduced |
| Joule Financial, LLC | 3,882 | $537.5K | 0.22% | +83+2.2% | Added |
| Machina Capital S.A.S. | 3,847 | $532.6K | 0.24% | +3,847 | New |
| Franklin Street Advisors Inc | 3,788 | $524.0K | 0.04% | −486−11.4% | Reduced |
| Frank, Rimerman Advisors LLC | 3,780 | $523.3K | 0.04% | +3,757+16,334.8% | Added |
| Whittier Trust Co | 3,726 | $515.9K | 0.01% | −333−8.2% | Reduced |
| Moors & Cabot, Inc. | 3,715 | $514.3K | 0.03% | +38+1.0% | Added |
| Clear Harbor Asset Management, LLC | 3,689 | $510.7K | 0.04% | +3,689 | New |
| Integrated Investment Consultants, LLC | 3,403 | $506.7K | 0.14% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 3,633 | $503.0K | 0.09% | +136+3.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,625 | $502.0K | 0.01% | −891−19.7% | Reduced |
| Harbor Investment Advisory, LLC | 3,611 | $499.9K | 0.05% | −132−3.5% | Reduced |
| Continuum Advisory, LLC | 3,590 | $497.0K | 0.07% | +280+8.5% | Added |
| Empower Advisory Group, LLC | 3,586 | $496.5K | 0.00% | −229−6.0% | Reduced |
| Fulton Bank, N.A. | 3,576 | $495.1K | 0.02% | +48+1.4% | Added |
| Smartleaf Asset Management LLC | 3,666 | $491.4K | 0.08% | +636+21.0% | Added |
| St Germain D J Co Inc | 3,541 | $490.3K | 0.02% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 3,532 | $489.0K | 0.01% | +173+5.2% | Added |
| Venture Visionary Partners LLC | 3,530 | $488.8K | 0.02% | +146+4.3% | Added |
| Kinneret Advisory, LLC | 3,515 | $486.7K | 0.05% | −23,218−86.9% | Reduced |
| Rockland Trust Co | 3,508 | $485.7K | 0.03% | +53+1.5% | Added |
| 3Chopt Investment Partners, LLC | 3,489 | $483.0K | 0.15% | +3,489 | New |
| Verdence Capital Advisors LLC | 3,479 | $481.6K | 0.04% | −65−1.8% | Reduced |
| Personal Cfo Solutions, LLC | 3,448 | $477.4K | 0.07% | +191+5.9% | Added |
| Concentric Wealth Management, LLC | 3,434 | $475.4K | 0.12% | 00.0% | Unchanged |
| Wright Investors Service Inc | 3,419 | $473.4K | 0.12% | −2,243−39.6% | Reduced |
| FIL Ltd | 3,418 | $473.2K | 0.00% | −130−3.7% | Reduced |
| MQS Management LLC | 3,406 | $471.6K | 0.29% | +231+7.3% | Added |
| Marex Group plc | 3,389 | $469.2K | 0.01% | −958−22.0% | Reduced |
| Entropy Technologies, LP | 3,376 | $467.4K | 0.05% | +3,376 | New |
| Americana Partners, LLC | 3,364 | $465.7K | 0.04% | −121−3.5% | Reduced |
| Merit Financial Group, LLC | 3,361 | $465.3K | 0.01% | +102+3.1% | Added |
| Csenge Advisory Group | 3,360 | $465.2K | 0.03% | +3,360 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3,336 | $461.9K | 0.13% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 3,334 | $461.6K | 0.01% | +1,267+61.3% | Added |
| First National Trust Co | 3,333 | $461.5K | 0.02% | −22−0.7% | Reduced |
| Geneos Wealth Management Inc. | 3,322 | $459.9K | 0.02% | −254−7.1% | Reduced |
| Fidelis Capital Partners, LLC | 3,422 | $452.7K | 0.06% | +68+2.0% | Added |
| Busey Wealth Management | 3,268 | $452.5K | 0.02% | −348−9.6% | Reduced |
| Epoch Investment Partners, Inc. | 3,240 | $448.6K | 0.00% | +32+1.0% | Added |
| Bank of Stockton | 3,238 | $448.3K | 0.14% | +720+28.6% | Added |
| Diversified Investment Strategies, LLC | 3,227 | $446.8K | 0.31% | 00.0% | Unchanged |
| Conning Inc. | 3,223 | $446.2K | 0.02% | +128+4.1% | Added |
| Brighton Jones LLC | 3,219 | $445.7K | 0.01% | +23+0.7% | Added |
| 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 |
| Global Trust Asset Management, LLC | 3,175 | $439.5K | 0.18% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 3,162 | $437.8K | 0.03% | −8−0.3% | Reduced |
| DRW Securities, LLC | 3,124 | $432.5K | 0.03% | +3,124 | New |
| Teza Capital Management LLC | 3,115 | $431.3K | 0.05% | +3,115 | New |
| Summit Trail Advisors, LLC | 3,109 | $430.5K | 0.01% | −1,200−27.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,096 | $428.6K | 0.06% | +178+6.1% | Added |
| Two Sigma Securities, LLC | 3,096 | $428.6K | 0.02% | −362−10.5% | Reduced |
| tru Independence LLC | 3,091 | $427.9K | 0.13% | +30+1.0% | Added |
| Gryphon Financial Partners LLC | 3,070 | $425.1K | 0.06% | −326−9.6% | Reduced |
| Kathmere Capital Management, LLC | 3,066 | $424.5K | 0.05% | +109+3.7% | Added |
| Financial Security Advisor, Inc. | 3,059 | $423.6K | 0.14% | −196−6.0% | Reduced |
| Checchi Capital Advisers, LLC | 3,040 | $420.9K | 0.03% | +60+2.0% | Added |
| Baker Tilly Wealth Management, LLC | 3,035 | $420.3K | 0.17% | −868−22.2% | Reduced |
| Circle Wealth Management, LLC | 3,018 | $417.9K | 0.01% | −393−11.5% | Reduced |
| We Are One Seven, LLC | 3,006 | $416.2K | 0.02% | +3,006 | New |
| 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 |
| Abbrea Capital, LLC | 2,977 | $412.0K | 0.05% | −125−4.0% | Reduced |
| NBC Securities, Inc. | 2,962 | $410.0K | 0.04% | −155−5.0% | Reduced |
| Gladstone Institutional Advisory LLC | 2,953 | $408.9K | 0.02% | +411+16.2% | Added |
| ProVise Management Group, LLC | 2,950 | $408.4K | 0.03% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 2,949 | $408.3K | 0.04% | +6+0.2% | Added |
| AlTi Global, Inc. | 2,943 | $407.5K | 0.01% | +10+0.3% | Added |
| Lester Murray Antman dba SimplyRich | 2,939 | $406.0K | 0.13% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 2,932 | $405.9K | 0.03% | −2,729−48.2% | Reduced |
| Cambria Investment Management, L.P. | 2,920 | $404.3K | 0.02% | −747−20.4% | Reduced |
| Aspiriant, LLC | 2,909 | $402.8K | 0.02% | −311−9.7% | Reduced |
| Gsa Capital Partners LLP | 2,872 | $398.0K | 0.03% | +2,872 | New |
| Resources Investment Advisors, LLC. | 2,851 | $394.8K | 0.00% | +425+17.5% | Added |
| Platform Technology Partners | 2,841 | $393.3K | 0.14% | +2,841 | New |
| Intact Investment Management Inc. | 2,840 | $393.2K | 0.01% | −16,860−85.6% | Reduced |
| Acropolis Investment Management, LLC | 2,833 | $392.2K | 0.02% | −185−6.1% | Reduced |
| Crestwood Advisors Group LLC | 2,819 | $390.3K | 0.01% | +30+1.1% | Added |
| Leonteq Securities AG | 2,807 | $388.6K | 0.05% | +1,471+110.1% | Added |
| Zullo Investment Group, Inc. | 2,780 | $384.9K | 0.17% | +8+0.3% | Added |
| Verus Financial Partners, Inc. | 2,767 | $383.0K | 0.04% | +3+0.1% | Added |
| XML Financial, LLC | 2,760 | $382.1K | 0.04% | −410−12.9% | Reduced |
| 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 |
| Pointe Capital Management LLC | 2,736 | $378.8K | 0.24% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 2,734 | $378.5K | 0.01% | +434+18.9% | Added |
| Capital International Sarl | 2,703 | $374.2K | 0.01% | +360+15.4% | Added |
| Parsons Capital Management Inc | 2,699 | $373.7K | 0.03% | −25−0.9% | Reduced |
| Montecito Bank & Trust | 2,697 | $373.4K | 0.08% | −385−12.5% | Reduced |
| Prossimo Advisors, LLC | 2,670 | $370.0K | 0.33% | +1,005+60.4% | Added |
| KG&L Capital Management,LLC | 2,670 | $369.7K | 0.13% | +562+26.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,669 | $369.5K | 0.06% | +18+0.7% | Added |
| Global Retirement Partners, LLC | 2,668 | $369.4K | 0.01% | +983+58.3% | Added |
| Manchester Capital Management LLC | 2,664 | $368.8K | 0.04% | −12−0.4% | Reduced |
| Western Pacific Wealth Management, LP | 2,655 | $367.6K | 0.28% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 2,637 | $365.2K | 0.01% | −9−0.3% | Reduced |
| Clarius Group, LLC | 2,635 | $364.8K | 0.03% | −181−6.4% | Reduced |
| Sutton Place Investors LLC | 2,632 | $364.4K | 0.24% | +16+0.6% | Added |