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 |
|---|---|---|---|---|---|
| Strategic Equity Management | 1,625 | $243.3K | 0.12% | −932−36.4% | Reduced |
| Berkshire Bank | 1,635 | $244.8K | 0.06% | +1,635 | New |
| Hilltop Partners LLC | 1,635 | $244.8K | 0.08% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 1,636 | $245.0K | 0.01% | −20−1.2% | Reduced |
| Sunbelt Securities, Inc. | 1,646 | $246.5K | 0.02% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 1,650 | $247.1K | 0.08% | −69−4.0% | Reduced |
| Intech Investment Management LLC | 1,659 | $248.4K | 0.00% | +1,659 | New |
| F/M Investments LLC | 1,680 | $251.5K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,681 | $251.7K | 0.00% | +31+1.9% | Added |
| Exencial Wealth Advisors, LLC | 1,684 | $252.2K | 0.01% | +40+2.4% | Added |
| One Wealth Advisors, LLC | 1,696 | $253.9K | 0.04% | +1+0.1% | Added |
| Keel Point, LLC | 1,697 | $254.1K | 0.02% | −61−3.5% | Reduced |
| Harbour Trust & Investment Management Co | 1,700 | $254.5K | 0.03% | −60−3.4% | Reduced |
| Humankind Investments LLC | 1,707 | $255.6K | 0.09% | +118+7.4% | Added |
| Gladstone Institutional Advisory LLC | 1,721 | $257.7K | 0.01% | −1,232−41.7% | Reduced |
| Journey Strategic Wealth LLC | 1,757 | $263.1K | 0.01% | +84+5.0% | Added |
| Essex Financial Services, Inc. | 1,697 | $263.8K | 0.02% | +26+1.6% | Added |
| Doliver Advisors, LP | 1,768 | $264.7K | 0.07% | −175−9.0% | Reduced |
| Drive Wealth Management, LLC | 1,772 | $265.4K | 0.07% | +25+1.4% | Added |
| Western Financial Corp | 1,778 | $266.2K | 0.15% | −2−0.1% | Reduced |
| Arkadios Wealth Advisors | 1,780 | $266.5K | 0.02% | +66+3.9% | Added |
| FinTrust Capital Advisors, LLC | 1,780 | $266.5K | 0.05% | +151+9.3% | Added |
| Penserra Capital Management LLC | 1,805 | $269.0K | 0.01% | +21+1.2% | Added |
| Lockerman Financial Group, Inc. | 1,800 | $269.5K | 0.46% | 00.0% | Unchanged |
| Private Trust Co NA | 1,802 | $269.8K | 0.03% | +43+2.4% | Added |
| Sentry Investment Management LLC | 1,804 | $270.0K | 0.11% | 00.0% | Unchanged |
| Mathes Company, Inc. | 1,800 | $270.0K | 0.10% | 00.0% | Unchanged |
| Trust Co of Virginia | 1,806 | $270.4K | 0.02% | +300+19.9% | Added |
| Cedrus LLC | 1,819 | $272.4K | 0.10% | +102+5.9% | Added |
| Quent Capital, LLC | 1,825 | $272.9K | 0.03% | −34−1.8% | Reduced |
| Hancock Whitney Corp | 1,827 | $273.6K | 0.01% | −1−0.1% | Reduced |
| IFP Advisors, Inc | 1,834 | $275.0K | 0.01% | −431−19.0% | Reduced |
| Studio Investment Management LLC | 1,838 | $275.2K | 0.06% | +84+4.8% | Added |
| PDS Planning, Inc | 1,841 | $275.7K | 0.02% | +37+2.1% | Added |
| Blue Barn Wealth, LLC | 1,850 | $277.0K | 0.14% | −15−0.8% | Reduced |
| Roman Butler Fullerton & Co | 1,790 | $280.5K | 0.08% | +4+0.2% | Added |
| Romano Brothers and Company | 1,875 | $280.7K | 0.03% | 00.0% | Unchanged |
| Fundamentun, LLC | 1,890 | $283.0K | 0.02% | −2−0.1% | Reduced |
| Probity Advisors, Inc. | 1,895 | $283.7K | 0.05% | −52−2.7% | Reduced |
| Paragon Private Wealth Management, LLC | 1,909 | $285.8K | 0.14% | +199+11.6% | Added |
| IHT Wealth Management, LLC | 1,914 | $286.1K | 0.01% | −224−10.5% | Reduced |
| Pennsylvania Capital Management Inc | 1,915 | $286.7K | 0.10% | +1,915 | New |
| Naples Global Advisors, LLC | 1,917 | $287.0K | 0.03% | −350−15.4% | Reduced |
| Cim Investment Mangement Inc | 1,919 | $287.3K | 0.08% | −38−1.9% | Reduced |
| Fulton Breakefield Broenniman LLC | 1,919 | $287.4K | 0.02% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 1,925 | $288.2K | 0.02% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 1,927 | $288.6K | 0.02% | +82+4.4% | Added |
| Schechter Investment Advisors, LLC | 1,928 | $288.7K | 0.02% | −59−3.0% | Reduced |
| Simon Quick Advisors, LLC | 1,929 | $288.9K | 0.02% | +388+25.2% | Added |
| StoneX Group Inc. | 1,936 | $289.8K | 0.02% | +2+0.1% | Added |
| WMS Partners, LLC | 1,950 | $292.0K | 0.02% | −127−6.1% | Reduced |
| Norden Group LLC | 1,959 | $293.3K | 0.03% | +1,959 | New |
| Opal Wealth Advisors, LLC | 1,964 | $294.1K | 0.09% | +207+11.8% | Added |
| Paragon Capital Management Ltd | 1,968 | $294.7K | 0.06% | +9+0.5% | Added |
| Plimoth Trust Co LLC | 1,973 | $295.4K | 0.07% | −271−12.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,976 | $295.9K | 0.04% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 1,976 | $295.9K | 0.08% | +65+3.4% | Added |
| Capital Investment Advisors, LLC | 1,982 | $296.7K | 0.01% | −1−0.1% | Reduced |
| Ostrum Asset Management | 1,988 | $297.7K | 0.02% | +25+1.3% | Added |
| Marion Wealth Management | 1,993 | $298.4K | 0.08% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 1,993 | $298.4K | 0.07% | +3+0.2% | Added |
| ASB Consultores, LLC | 1,996 | $298.9K | 0.12% | +211+11.8% | Added |
| 1776 Wealth LLC | 2,000 | $299.5K | 0.13% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 2,000 | $299.5K | 0.05% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 2,175 | $301.1K | 0.19% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,012 | $301.3K | 0.03% | −348−14.7% | Reduced |
| New Century Financial Group, LLC | 2,013 | $301.4K | 0.11% | +219+12.2% | Added |
| Independence Bank of Kentucky | 2,014 | $301.6K | 0.06% | +985+95.7% | Added |
| Greenspring Advisors, LLC | 2,018 | $302.2K | 0.07% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 2,024 | $303.1K | 0.01% | +258+14.6% | Added |
| Flow State Investments, L.P. | 2,038 | $305.1K | 0.13% | −6,115−75.0% | Reduced |
| Occudo Quantitative Strategies LP | 2,040 | $305.4K | 0.06% | +2,040 | New |
| Dark Forest Capital Management LP | 2,042 | $305.7K | 0.04% | +2,042 | New |
| Mount Vernon Associates Inc | 2,050 | $307.0K | 0.24% | −400−16.3% | Reduced |
| Cornerstone Wealth Management, LLC | 2,054 | $307.5K | 0.02% | −491−19.3% | Reduced |
| Carr Financial Group Corp | 2,058 | $308.2K | 0.09% | +8+0.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 2,060 | $308.4K | 0.03% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 2,070 | $309.9K | 0.16% | −58−2.7% | Reduced |
| Waterway Wealth Management, LLC | 2,070 | $309.9K | 0.13% | +2,070 | New |
| Change Path, LLC | 2,087 | $312.5K | 0.01% | +298+16.7% | Added |
| Fortress Wealth Group, LLC | 1,900 | $314.2K | 0.16% | 00.0% | Unchanged |
| Brophy Wealth Management, LLC | 2,121 | $317.6K | 0.11% | +2,121 | New |
| Legacy Capital Wealth Partners, LLC | 2,122 | $317.7K | 0.06% | +125+6.3% | Added |
| Stock Yards Bank & Trust Co | 2,130 | $318.9K | 0.01% | +83+4.1% | Added |
| MBB Public Markets I LLC | 2,160 | $323.4K | 0.03% | −25,555−92.2% | Reduced |
| Gilliland Jeter Wealth Management LLC | 2,163 | $323.8K | 0.10% | +9+0.4% | Added |
| Sigma Planning Corp | 2,170 | $324.9K | 0.01% | +362+20.0% | Added |
| Kearns & Associates LLC | 2,170 | $324.9K | 0.21% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 2,174 | $325.5K | 0.01% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 2,181 | $326.6K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2,227 | $326.7K | 0.00% | −10−0.4% | Reduced |
| Philip James Wealth Mangement, LLC | 2,195 | $328.7K | 0.04% | +2,195 | New |
| Haverford Trust Co | 2,200 | $329.4K | 0.00% | −54−2.4% | Reduced |
| James J. Burns & Company, LLC | 2,212 | $331.0K | 0.06% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,215 | $331.7K | 0.00% | −13−0.6% | Reduced |
| GYL Financial Synergies, LLC | 2,221 | $332.6K | 0.03% | +12+0.5% | Added |
| Legacy Financial Advisors, Inc. | 2,224 | $333.1K | 0.06% | +259+13.2% | Added |
| Capula Management Ltd | 2,229 | $333.7K | 0.00% | +2,229 | New |
| Fiduciary Trust Co | 2,232 | $334.2K | 0.00% | +35+1.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,235 | $334.6K | 0.03% | −8−0.4% | Reduced |