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.
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,130 | $107.7B |
| Q1 2026 | 2,082 | $96.4B |
| Q4 2025 | 2,212 | $133.0B |
| Q3 2025 | 2,002 | $116.2B |
| Q2 2025 | 1,962 | $118.8B |
| Q1 2025 | 1,403 | $65.5B |
| Q4 2024 | 1,362 | $64.0B |
| Q3 2024 | 1,229 | $52.1B |
| Q2 2024 | 1,202 | $48.0B |
| Q1 2024 | 1,166 | $52.2B |
| Q4 2023 | 1,142 | $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, Q3 2024
Shares, value and share of portfolio for each institution holding Capital One Financial Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evermay Wealth Management LLC | 880 | $131.8K | 0.02% | −160−15.4% | Reduced |
| Paradigm Asset Management Co LLC | 900 | $134.8K | 0.04% | 00.0% | Unchanged |
| Grove Bank & Trust | 909 | $136.1K | 0.02% | +77+9.3% | Added |
| Tompkins Financial Corp | 911 | $136.4K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 926 | $138.6K | 0.06% | 00.0% | Unchanged |
| Rothschild Investment LLC | 973 | $145.7K | 0.01% | +4+0.4% | Added |
| Salomon & Ludwin, LLC | 1,005 | $150.5K | 0.02% | −7−0.7% | Reduced |
| Venturi Wealth Management, LLC | 1,019 | $152.6K | 0.01% | +125+14.0% | Added |
| Cromwell Holdings LLC | 1,095 | $164.0K | 0.11% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,100 | $164.7K | 0.08% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,106 | $165.5K | 0.00% | +304+37.9% | Added |
| Walleye Capital LLC | 1,107 | $165.8K | 0.00% | +300+37.2% | Added |
| Eagle Bay Advisors LLC | 1,130 | $169.2K | 0.06% | −9−0.8% | Reduced |
| Dunhill Financial, LLC | 1,135 | $170.0K | 0.09% | +2+0.2% | Added |
| Capital Analysts, LLC | 1,149 | $172.0K | 0.01% | +1,040+954.1% | Added |
| Allianz SE | 1,150 | $172.2K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,200 | $179.7K | 0.04% | +1,100+1,100.0% | Added |
| Peoples Bank | 1,245 | $186.4K | 0.13% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,255 | $188.0K | 0.02% | −360−22.3% | Reduced |
| Motco | 1,264 | $189.3K | 0.02% | +1,252+10,433.3% | Added |
| Heritage Wealth Advisors | 1,285 | $192.4K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,295 | $194.0K | 0.02% | +1+0.1% | Added |
| Deseret Mutual Benefit Administrators | 1,301 | $194.8K | 0.10% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,312 | $196.4K | 0.01% | +1+0.1% | Added |
| CVA Family Office, LLC | 1,315 | $196.9K | 0.03% | −465−26.1% | Reduced |
| Smithfield Trust Co | 1,334 | $200.0K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 1,375 | $202.0K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,354 | $202.7K | 0.01% | −13−1.0% | Reduced |
| Catalyst Financial Partners LLC | 1,374 | $205.7K | 0.04% | +1,374 | New |
| Human Investing LLC | 1,377 | $206.2K | 0.04% | +1,377 | New |
| Sage Mountain Advisors LLC | 1,387 | $207.7K | 0.02% | −266−16.1% | Reduced |
| Traveka Wealth, LLC | 1,389 | $207.9K | 0.11% | +1,389 | New |
| Skopos Labs, Inc. | 1,390 | $208.1K | 0.07% | +1,390 | New |
| Heartwood Wealth Advisors LLC | 1,399 | $209.5K | 0.02% | −305−17.9% | Reduced |
| Sherbrooke Park Advisers LLC | 1,403 | $210.1K | 0.05% | −2,500−64.1% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 1,403 | $210.1K | 0.10% | −87−5.8% | Reduced |
| RVW Wealth, LLC | 1,404 | $210.2K | 0.02% | +1,404 | New |
| Ariston Services Group | 1,412 | $211.4K | 0.18% | +1,412 | New |
| 44 Wealth Management LLC | 1,372 | $211.6K | 0.07% | +1,372 | New |
| PFG Investments, LLC | 1,416 | $212.0K | 0.01% | −79−5.3% | Reduced |
| Ameritas Advisory Services, LLC | 1,424 | $213.2K | 0.01% | −987−40.9% | Reduced |
| Independent Financial Group, LLC | 1,426 | $213.5K | 0.01% | −376−20.9% | Reduced |
| D.B. Root & Company, LLC | 1,427 | $213.7K | 0.07% | −80−5.3% | Reduced |
| TFB Advisors LLC | 1,429 | $214.0K | 0.06% | +1,429 | New |
| Ethos Financial Group, LLC | 1,428 | $214.0K | 0.04% | +1,428 | New |
| Edge Capital Group, LLC | 1,433 | $214.6K | 0.01% | +1,433 | New |
| Marathon Capital Management | 1,434 | $214.7K | 0.05% | +1,434 | New |
| Caldwell Trust Co | 1,435 | $214.9K | 0.02% | −56−3.8% | Reduced |
| Montag A & Associates Inc | 1,442 | $215.9K | 0.01% | −21,006−93.6% | Reduced |
| Guardian Capital Advisors LP | 1,475 | $216.5K | 0.02% | −50−3.3% | Reduced |
| Portside Wealth Group, LLC | 1,449 | $217.0K | 0.04% | +1,449 | New |
| Tobam | 1,449 | $217.0K | 0.04% | +780+116.6% | Added |
| Commerzbank Aktiengesellschaft | 1,443 | $217.0K | 0.01% | +1,443 | New |
| Covestor Ltd | 1,457 | $218.0K | 0.14% | +789+118.1% | Added |
| HBW Advisory Services LLC | 1,459 | $218.4K | 0.03% | −45−3.0% | Reduced |
| Passive Capital Management, LLC. | 1,462 | $218.9K | 0.08% | 00.0% | Unchanged |
| Washington Trust Co | 1,468 | $219.7K | 0.01% | +21+1.5% | Added |
| MONECO Advisors, LLC | 1,468 | $219.8K | 0.03% | 00.0% | Unchanged |
| Wealth Alliance | 1,470 | $220.1K | 0.03% | +1,470 | New |
| Rosenberg Matthew Hamilton | 1,471 | $220.3K | 0.06% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 1,473 | $220.6K | 0.06% | −100−6.4% | Reduced |
| Hamilton Point Investment Advisors, LLC | 1,478 | $221.3K | 0.04% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,495 | $223.8K | 0.04% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 1,496 | $224.0K | 0.03% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 1,499 | $224.4K | 0.02% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 1,501 | $224.7K | 0.11% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,502 | $224.9K | 0.06% | +52+3.6% | Added |
| Dillon & Associates Inc | 1,500 | $225.0K | 0.03% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,504 | $225.3K | 0.02% | −82−5.2% | Reduced |
| IMS Capital Management | 1,505 | $225.3K | 0.10% | 00.0% | Unchanged |
| Partners in Financial Planning | 1,511 | $226.2K | 0.05% | −175−10.4% | Reduced |
| Asset Allocation Strategies LLC | 1,517 | $227.2K | 0.06% | −44−2.8% | Reduced |
| GeoWealth Management, LLC | 1,527 | $228.6K | 0.01% | −57−3.6% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,530 | $229.1K | 0.12% | −40−2.5% | Reduced |
| Charter Research & Investment Group, Inc. | 1,534 | $229.7K | 0.17% | 00.0% | Unchanged |
| Marex Group plc | 1,536 | $230.0K | 0.01% | −1,853−54.7% | Reduced |
| Beckerman Institutional, LLC | 1,534 | $230.0K | 0.19% | +1,534 | New |
| Blackhawk Capital Partners LLC. | 1,540 | $230.6K | 0.12% | +1,540 | New |
| United Asset Strategies, Inc. | 1,555 | $232.8K | 0.02% | −446−22.3% | Reduced |
| Resurgent Financial Advisors LLC | 1,556 | $233.0K | 0.14% | +1,556 | New |
| EverSource Wealth Advisors, LLC | 1,575 | $235.8K | 0.01% | +909+136.5% | Added |
| David Loasby | 1,626 | $236.1K | 0.02% | +1,626 | New |
| Balentine LLC | 1,584 | $237.2K | 0.01% | +5+0.3% | Added |
| King Luther Capital Management Corp | 1,584 | $237.2K | 0.00% | +101+6.8% | Added |
| Seven Mile Advisory | 1,584 | $237.2K | 0.16% | +4+0.3% | Added |
| Linden Thomas Advisory Services, LLC | 1,588 | $237.8K | 0.03% | +102+6.9% | Added |
| TruWealth Advisors, LLC | 1,590 | $238.1K | 0.01% | −400−20.1% | Reduced |
| Aveo Capital Partners, LLC | 1,591 | $238.2K | 0.03% | +1,591 | New |
| Mitchell McLeod Pugh & Williams Inc | 1,595 | $238.8K | 0.05% | +1,595 | New |
| Fiduciary Family Office, LLC | 1,598 | $239.3K | 0.08% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 1,600 | $239.6K | 0.10% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 1,604 | $240.2K | 0.00% | +6+0.4% | Added |
| Cypress Capital Group | 1,605 | $240.3K | 0.03% | +29+1.8% | Added |
| Univest Financial Corp | 1,607 | $240.6K | 0.02% | +1,607 | New |
| Catalina Capital Group, LLC | 1,609 | $240.9K | 0.08% | +121+8.1% | Added |
| WoodTrust Financial Corp | 1,609 | $241.0K | 0.03% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 1,612 | $242.0K | 0.08% | +1,612 | New |
| Spectrum Financial Alliance Ltd LLC | 1,617 | $242.1K | 0.09% | −25,424−94.0% | Reduced |
| Dynamic Wealth Strategies, LLC | 1,620 | $243.0K | 0.20% | −145−8.2% | Reduced |
| KC Investment Advisors, LLC | 1,623 | $243.0K | 0.10% | +82+5.3% | Added |