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 |
|---|---|---|---|---|---|
| FFT Wealth Management LLC | 2,629 | $364.0K | 0.03% | +2+0.1% | Added |
| Oxford Financial Group Ltd | 2,629 | $364.0K | 0.02% | −120−4.4% | Reduced |
| Silvercrest Asset Management Group LLC | 2,627 | $363.7K | 0.00% | +100+4.0% | Added |
| Hara Capital LLC | 2,625 | $363.4K | 0.23% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 2,609 | $361.0K | 0.01% | −10,764−80.5% | Reduced |
| Sunflower Bank, N.A. | 2,605 | $360.7K | 0.09% | −95−3.5% | Reduced |
| Symmetry Partners, LLC | 2,591 | $359.0K | 0.02% | 00.0% | Unchanged |
| 626 Financial, LLC | 2,591 | $358.7K | 0.21% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 2,564 | $355.0K | 0.01% | +4+0.2% | Added |
| Strategic Equity Management | 2,557 | $354.0K | 0.23% | +932+57.4% | Added |
| Cornerstone Wealth Management, LLC | 2,545 | $352.3K | 0.03% | −4−0.2% | Reduced |
| Riverview Trust Co | 2,536 | $351.1K | 0.33% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 2,588 | $340.1K | 0.04% | +347+15.5% | Added |
| Mount Vernon Associates Inc | 2,450 | $339.0K | 0.30% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,421 | $338.1K | 0.02% | +404+20.0% | Added |
| Flagship Harbor Advisors, LLC | 2,427 | $336.0K | 0.02% | −1,084−30.9% | Reduced |
| Modera Wealth Management, LLC | 2,420 | $335.0K | 0.00% | −23−0.9% | Reduced |
| Cooper Financial Group | 2,417 | $334.6K | 0.05% | +2,417 | New |
| Matrix Asset Advisors Inc | 2,414 | $334.0K | 0.04% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,411 | $333.8K | 0.01% | 00.0% | Unchanged |
| Trust Point Inc. | 2,391 | $331.0K | 0.03% | −254−9.6% | Reduced |
| Proficio Capital Partners LLC | 2,360 | $326.8K | 0.03% | +36+1.5% | Added |
| LRI Investments, LLC | 2,360 | $326.7K | 0.04% | +2,192+1,304.8% | Added |
| WSFS Capital Management, LLC | 2,337 | $323.6K | 0.02% | −140−5.7% | Reduced |
| Welch Group, LLC | 2,327 | $322.2K | 0.02% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 2,319 | $321.0K | 0.04% | +51+2.2% | Added |
| Callan Family Office, LLC | 2,310 | $319.8K | 0.06% | +2,310 | New |
| Wolverine Trading, LLC | 2,304 | $319.0K | 0.01% | −535−18.8% | Reduced |
| Viawealth, LLC | 2,295 | $317.8K | 0.20% | +6+0.3% | Added |
| Marcum Wealth, LLC | 2,295 | $317.8K | 0.03% | +79+3.6% | Added |
| Kovack Advisors, Inc. | 2,288 | $316.8K | 0.03% | +7+0.3% | Added |
| IFP Advisors, Inc | 2,265 | $313.9K | 0.01% | +234+11.5% | Added |
| Naples Global Advisors, LLC | 2,267 | $313.9K | 0.03% | −10−0.4% | Reduced |
| TD Waterhouse Canada Inc. | 2,237 | $312.8K | 0.00% | −500−18.3% | Reduced |
| Haverford Trust Co | 2,254 | $312.1K | 0.00% | +2,254 | New |
| Shelton Capital Management | 2,253 | $311.9K | 0.01% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 2,244 | $310.7K | 0.08% | −230−9.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 2,243 | $310.5K | 0.03% | −21−0.9% | Reduced |
| J.W. Cole Advisors, Inc. | 2,239 | $309.9K | 0.01% | +32+1.4% | Added |
| TCG Advisory Services, LLC | 2,237 | $309.7K | 0.01% | +13+0.6% | Added |
| Gateway Investment Advisers LLC | 2,228 | $308.5K | 0.00% | −174−7.2% | Reduced |
| James J. Burns & Company, LLC | 2,212 | $307.0K | 0.06% | +12+0.5% | Added |
| GYL Financial Synergies, LLC | 2,209 | $305.8K | 0.02% | −4−0.2% | Reduced |
| Fiduciary Trust Co | 2,197 | $304.2K | 0.00% | +81+3.8% | Added |
| Systematic Alpha Investments, LLC | 2,181 | $302.0K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 2,175 | $301.1K | 0.22% | +705+48.0% | Added |
| Bowen Hanes & Co Inc | 2,174 | $301.0K | 0.01% | 00.0% | Unchanged |
| Kearns & Associates LLC | 2,170 | $300.4K | 0.22% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 2,165 | $300.0K | 0.12% | +2,165 | New |
| Gilliland Jeter Wealth Management LLC | 2,154 | $298.2K | 0.10% | +9+0.4% | Added |
| IHT Wealth Management, LLC | 2,138 | $296.0K | 0.01% | +5+0.2% | Added |
| Alhambra Investment Partners LLC | 2,128 | $294.6K | 0.16% | −209−8.9% | Reduced |
| Concurrent Investment Advisors, LLC | 2,108 | $291.9K | 0.01% | −241−10.3% | Reduced |
| Choate Investment Advisors | 2,104 | $291.3K | 0.01% | +130+6.6% | Added |
| Paloma Partners Management Co | 2,100 | $290.7K | 0.03% | +2,100 | New |
| WMS Partners, LLC | 2,077 | $287.6K | 0.02% | +289+16.2% | Added |
| Steigerwald, Gordon & Koch Inc. | 2,060 | $285.2K | 0.03% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 2,057 | $284.8K | 0.04% | +326+18.8% | Added |
| Fukoku Mutual Life Insurance Co | 2,052 | $284.1K | 0.02% | 00.0% | Unchanged |
| Carr Financial Group Corp | 2,050 | $283.8K | 0.09% | +9+0.4% | Added |
| Stock Yards Bank & Trust Co | 2,047 | $283.4K | 0.01% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 2,018 | $279.4K | 0.07% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 2,001 | $277.0K | 0.03% | 00.0% | Unchanged |
| 1776 Wealth LLC | 2,000 | $276.9K | 0.12% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 2,000 | $276.9K | 0.05% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 1,997 | $276.5K | 0.07% | +1,997 | New |
| Fortress Wealth Group, LLC | 1,900 | $276.4K | 0.14% | 00.0% | Unchanged |
| Marion Wealth Management | 1,993 | $275.9K | 0.08% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 1,990 | $275.5K | 0.07% | +1,990 | New |
| TruWealth Advisors, LLC | 1,990 | $275.5K | 0.02% | +132+7.1% | Added |
| Schechter Investment Advisors, LLC | 1,987 | $275.1K | 0.02% | +579+41.1% | Added |
| Capital Investment Advisors, LLC | 1,983 | $274.6K | 0.01% | +27+1.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,976 | $273.6K | 0.04% | −3−0.2% | Reduced |
| Legacy Financial Advisors, Inc. | 1,965 | $272.1K | 0.05% | −29−1.5% | Reduced |
| Ostrum Asset Management | 1,963 | $271.8K | 0.02% | −153−7.2% | Reduced |
| Paragon Capital Management Ltd | 1,959 | $271.3K | 0.05% | +146+8.1% | Added |
| Cim Investment Mangement Inc | 1,957 | $270.9K | 0.08% | −13−0.7% | Reduced |
| Atlas Capital Advisors LLC | 1,953 | $270.4K | 0.04% | +1,494+325.5% | Added |
| Probity Advisors, Inc. | 1,947 | $269.6K | 0.06% | −116−5.6% | Reduced |
| Blueshift Asset Management, LLC | 1,945 | $269.3K | 0.09% | +1,945 | New |
| Doliver Advisors, LP | 1,943 | $269.0K | 0.08% | −70−3.5% | Reduced |
| StoneX Group Inc. | 1,934 | $267.8K | 0.02% | +91+4.9% | Added |
| Dorsey & Whitney Trust CO LLC | 1,928 | $266.9K | 0.02% | +19+1.0% | Added |
| Beese Fulmer Investment Management, Inc. | 1,925 | $266.5K | 0.02% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 1,919 | $265.7K | 0.02% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,728 | $263.1K | 0.01% | +37+2.2% | Added |
| Fundamentun, LLC | 1,892 | $262.0K | 0.02% | +86+4.8% | Added |
| Romano Brothers and Company | 1,875 | $259.6K | 0.04% | −150−7.4% | Reduced |
| Blue Barn Wealth, LLC | 1,865 | $258.2K | 0.14% | +2+0.1% | Added |
| Quent Capital, LLC | 1,859 | $257.4K | 0.03% | +38+2.1% | Added |
| Sound View Wealth Advisors Group, LLC | 1,845 | $255.5K | 0.03% | 00.0% | Unchanged |
| Hancock Whitney Corp | 1,828 | $253.1K | 0.01% | −1,467−44.5% | Reduced |
| Alpine Global Management, LLC | 1,811 | $250.7K | 0.04% | +1,811 | New |
| Sigma Planning Corp | 1,808 | $250.3K | 0.01% | −214−10.6% | Reduced |
| Sentry Investment Management LLC | 1,804 | $250.0K | 0.11% | −370−17.0% | Reduced |
| PDS Planning, Inc | 1,804 | $249.8K | 0.03% | +138+8.3% | Added |
| Independent Financial Group, LLC | 1,802 | $249.5K | 0.01% | +69+4.0% | Added |
| Lockerman Financial Group, Inc. | 1,800 | $249.2K | 0.45% | +1,800 | New |
| Mathes Company, Inc. | 1,800 | $249.0K | 0.09% | −20−1.1% | Reduced |
| New Century Financial Group, LLC | 1,794 | $248.4K | 0.11% | +1,794 | New |