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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.

Other share classesCOF.PICOF.PJCOF.PKCOF.PLCOF.PN

13F holders, Q3 2024

Institutional positions in Capital One Financial Corp as of Sep 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
1,229
+43 vs. Q2 2024
Shares held
347.4M
+25.6M (+7.9%) vs. Q2 2024
Total value
$52.1B
+$7.65B (+17.2%) vs. Q2 2024
New holders
131
460 more added
Sold out
88
424 more reduced

16 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 1,229 institutions
Q1 2021: 1,017 institutionsQ2 2021: 1,122 institutionsQ3 2021: 1,107 institutionsQ4 2021: 1,140 institutionsQ1 2022: 1,095 institutionsQ2 2022: 1,023 institutionsQ3 2022: 997 institutionsQ4 2022: 1,026 institutionsQ1 2023: 1,009 institutionsQ2 2023: 1,019 institutionsQ3 2023: 1,011 institutionsQ4 2023: 1,142 institutionsQ1 2024: 1,166 institutionsQ2 2024: 1,202 institutionsQ3 2024: 1,229 institutionsQ4 2024: 1,362 institutionsQ1 2025: 1,403 institutionsQ2 2025: 1,962 institutionsQ3 2025: 2,002 institutionsQ4 2025: 2,212 institutionsQ1 2026: 2,082 institutionsQ2 2026: 2,130 institutions
Value heldQ3 2024: $52.1B
Q1 2021: $52.3BQ2 2021: $61.8BQ3 2021: $62.2BQ4 2021: $53.4BQ1 2022: $46.5BQ2 2022: $35.5BQ3 2022: $31.4BQ4 2022: $31.7BQ1 2023: $33.0BQ2 2023: $38.0BQ3 2023: $33.3BQ4 2023: $44.8BQ1 2024: $52.2BQ2 2024: $48.0BQ3 2024: $52.1BQ4 2024: $64.0BQ1 2025: $65.5BQ2 2025: $118.8BQ3 2025: $116.2BQ4 2025: $133.0BQ1 2026: $96.4BQ2 2026: $107.7B
Institutions holding COF and their total value by quarter
QuarterHoldersValue
Q2 20262,130$107.7B
Q1 20262,082$96.4B
Q4 20252,212$133.0B
Q3 20252,002$116.2B
Q2 20251,962$118.8B
Q1 20251,403$65.5B
Q4 20241,362$64.0B
Q3 20241,229$52.1B
Q2 20241,202$48.0B
Q1 20241,166$52.2B
Q4 20231,142$44.8B
Q3 20231,011$33.3B
Q2 20231,019$38.0B
Q1 20231,009$33.0B
Q4 20221,026$31.7B
Q3 2022997$31.4B
Q2 20221,023$35.5B
Q1 20221,095$46.5B
Q4 20211,140$53.4B
Q3 20211,107$62.2B
Q2 20211,122$61.8B
Q1 20211,017$52.3B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Capital One Financial Corp; share changes are against Q2 2024.

Institutions holding COF in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
NewSquare Capital LLC0$460.00%0Unchanged
Creative Capital Management Investments LLC1$1500.00%00.0%Unchanged
Northwest Capital Management Inc2$2340.00%00.0%Unchanged
Capstone Investment Advisors, LLC2$2990.00%+2New
Riggs Asset Managment Co. Inc.2$3000.00%+2New
WestEnd Advisors, LLC3$4490.00%+1+50.0%Added
Voisard Asset Management Group, Inc.4$5990.00%+4New
1620 Investment Advisors, Inc.6$8280.00%+6New
Laurel Wealth Advisors LLC6$8990.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC8$1.12K0.00%00.0%Unchanged
ClariVest Asset Management LLC10$1.34K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.9$1.35K0.00%−10−52.6%Reduced
NVWM, LLC9$1.35K0.00%−6−40.0%Reduced
Aspire Private Capital, LLC10$1.44K0.00%00.0%Unchanged
Rakuten Securities, Inc.10$1.50K0.00%−57−85.1%Reduced
Investors Research Corp10$1.50K0.00%00.0%Unchanged
Key Financial Inc10$1.50K0.00%+10New
Foster Dykema Cabot & Partners, LLC10$1.50K0.00%+10New
Claris Advisors, LLC11$1.65K0.00%+11New
Beaird Harris Wealth Management, LLC12$1.80K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.16$2.00K0.00%00.0%Unchanged
Cornerstone Planning Group LLC13$2.12K0.00%+5+62.5%Added
Bogart Wealth, LLC16$2.40K0.00%+2+14.3%Added
Highline Wealth Partners LLC16$2.40K0.00%−6−27.3%Reduced
Hoey Investments, Inc20$2.77K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC19$2.85K0.00%−90−82.6%Reduced
North Star Investment Management Corp.19$2.85K0.00%00.0%Unchanged
New Millennium Group LLC19$2.85K0.00%00.0%Unchanged
Red Tortoise LLC19$2.85K0.00%00.0%Unchanged
Addison Advisors LLC21$3.15K0.00%−71−77.2%Reduced
Westend Capital Management, LLC22$3.29K0.00%00.0%Unchanged
Granite FO LLC22$3.29K0.00%+22New
Olistico Wealth, LLC23$3.44K0.00%+23New
Insight Financial Services25$3.74K0.00%00.0%Unchanged
MB, Levis & Associates, LLC25$3.74K0.00%+25New
Prestige Wealth Management Group LLC26$3.89K0.00%00.0%Unchanged
Reston Wealth Management LLC29$4.34K0.00%+29New
Wolff Wiese Magana LLC30$4.49K0.00%−14−31.8%Reduced
Missouri Trust & Investment Co30$4.49K0.00%00.0%Unchanged
Bullock Wealth Management Group33$4.84K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.36$5.39K0.00%00.0%Unchanged
Aspect Partners, LLC37$5.54K0.00%00.0%Unchanged
Kozak & Associates, Inc.36$5.64K0.00%00.0%Unchanged
TFC Financial Management41$6.17K0.00%00.0%Unchanged
Chilton Capital Management LLC42$6.29K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC43$6.31K0.00%+9+26.5%Added
Chesapeake Asset Management LLC44$6.59K0.01%+5+12.8%Added
Cetera Trust Company, N.A46$6.89K0.00%00.0%Unchanged
Avion Wealth50$7.00K0.00%00.0%Unchanged
ORG Partners LLC48$7.28K0.00%−448−90.3%Reduced
West Branch Capital LLC49$7.34K0.00%00.0%Unchanged
PSI Advisors, LLC50$7.49K0.00%00.0%Unchanged
Centennial Bank50$7.49K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.52$7.79K0.00%00.0%Unchanged
JNBA Financial Advisors53$7.94K0.00%+53New
Financial Gravity Companies, Inc.55$8.23K0.00%+55New
Moisand Fitzgerald Tamayo, LLC60$8.98K0.00%00.0%Unchanged
Coston, McIsaac & Partners65$9.00K0.00%00.0%Unchanged
SJS Investment Consulting Inc.62$9.28K0.00%00.0%Unchanged
Tacita Capital Inc65$9.73K0.01%00.0%Unchanged
Washington Trust Advisors, Inc.65$9.73K0.00%+5+8.3%Added
Newbridge Financial Services Group, Inc.65$9.75K0.00%+65New
Dogwood Wealth Management LLC71$10.7K0.01%00.0%Unchanged
Byrne Asset Management LLC73$10.9K0.01%––
IAG Wealth Partners, LLC75$11.2K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC75$11.2K0.00%00.0%Unchanged
Ancora Advisors, LLC76$11.4K0.00%−13−14.6%Reduced
Itau Unibanco Holding S.A.76$11.4K0.00%+76New
Quarry LP76$11.4K0.00%+76New
American National Bank79$11.8K0.00%−1,005−92.7%Reduced
New England Capital Financial Advisors LLC79$11.9K0.01%00.0%Unchanged
Peterson Financial Group, Inc.81$12.2K0.05%+81New
Beacon Capital Management, LLC82$12.3K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC82$12.4K0.00%00.0%Unchanged
Raffa Wealth Management, LLC83$12.4K0.00%00.0%Unchanged
Hallmark Capital Management Inc85$12.7K0.00%+85New
Capital Performance Advisors LLP87$13.0K0.00%+87New
Abound Wealth Management87$13.1K0.00%00.0%Unchanged
Gables Capital Management Inc.90$13.5K0.01%−19−17.4%Reduced
SOA Wealth Advisors, LLC.90$13.5K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC91$13.6K0.00%−114−55.6%Reduced
Grayhawk Investment Strategies Inc.93$13.9K0.02%00.0%Unchanged
ZRC Wealth Management, LLC96$14.4K0.01%00.0%Unchanged
Oarsman Capital, Inc.98$14.7K0.00%+98New
Valued Wealth Advisors LLC99$14.8K0.01%−4−3.9%Reduced
Logan Capital Management Inc100$15.0K0.00%00.0%Unchanged
Acima Private Wealth, LLC100$15.0K0.01%00.0%Unchanged
Optimum Investment Advisors100$15.0K0.01%+100New
Kathleen S. Wright Associates Inc.102$15.3K0.01%00.0%Unchanged
Centiva Capital, LP105$15.7K0.00%−8,000−98.7%Reduced
Headlands Technologies LLC105$15.7K0.00%+105New
True Wealth Design, LLC109$16.3K0.01%+109New
Legacy Bridge, LLC110$16.5K0.01%00.0%Unchanged
Pacific Center for Financial Services111$16.6K0.00%00.0%Unchanged
Fortitude Family Office, LLC113$16.9K0.01%−11−8.9%Reduced
Stephens Consulting, LLC116$17.3K0.00%+15+14.9%Added
Bell Investment Advisors, Inc118$17.7K0.00%−5−4.1%Reduced
Sachetta, LLC124$18.6K0.01%00.0%Unchanged
HHM Wealth Advisors, LLC125$18.7K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC127$19.0K0.00%+5+4.1%Added