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 |
|---|---|---|---|---|---|
| MQS Management LLC | 2,244 | $336.0K | 0.19% | −1,162−34.1% | Reduced |
| Pallas Capital Advisors LLC | 2,194 | $336.3K | 0.01% | +2,194 | New |
| TCG Advisory Services, LLC | 2,247 | $336.4K | 0.01% | +10+0.4% | Added |
| WSFS Capital Management, LLC | 2,253 | $337.3K | 0.02% | −84−3.6% | Reduced |
| Shelton Capital Management | 2,253 | $337.3K | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 2,259 | $338.2K | 0.02% | +331+17.2% | Added |
| Larson Financial Group LLC | 2,278 | $341.1K | 0.02% | +1,202+111.7% | Added |
| J.W. Cole Advisors, Inc. | 2,284 | $342.0K | 0.01% | +45+2.0% | Added |
| Kovack Advisors, Inc. | 2,288 | $342.6K | 0.04% | 00.0% | Unchanged |
| Viawealth, LLC | 2,299 | $344.2K | 0.20% | +4+0.2% | Added |
| Chicago Partners Investment Group LLC | 2,249 | $346.9K | 0.01% | +521+30.2% | Added |
| Stokes Family Office, LLC | 2,319 | $347.2K | 0.04% | 00.0% | Unchanged |
| Welch Group, LLC | 2,327 | $348.4K | 0.02% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 2,332 | $349.2K | 0.03% | +37+1.6% | Added |
| Howard Capital Management Inc. | 2,355 | $352.6K | 0.01% | +2,355 | New |
| Convergence Financial, LLC | 2,361 | $353.5K | 0.08% | −1,889−44.4% | Reduced |
| Atlas Capital Advisors LLC | 2,387 | $357.4K | 0.05% | +434+22.2% | Added |
| Trust Point Inc. | 2,409 | $360.7K | 0.03% | +18+0.8% | Added |
| Kestra Investment Management, LLC | 2,410 | $360.8K | 0.02% | +2,410 | New |
| Matrix Asset Advisors Inc | 2,414 | $361.4K | 0.04% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 2,461 | $368.4K | 0.00% | +41+1.7% | Added |
| Clarius Group, LLC | 2,512 | $374.5K | 0.03% | −123−4.7% | Reduced |
| Parsons Capital Management Inc | 2,504 | $374.9K | 0.02% | −195−7.2% | Reduced |
| Oxford Financial Group Ltd | 2,507 | $375.4K | 0.02% | −122−4.6% | Reduced |
| Moneta Group Investment Advisors LLC | 2,521 | $377.5K | 0.01% | −116−4.4% | Reduced |
| Silvercrest Asset Management Group LLC | 2,527 | $378.4K | 0.00% | −100−3.8% | Reduced |
| We Are One Seven, LLC | 2,531 | $379.0K | 0.02% | −475−15.8% | Reduced |
| Riverview Trust Co | 2,542 | $380.6K | 0.33% | +6+0.2% | Added |
| Hara Capital LLC | 2,565 | $384.1K | 0.24% | −60−2.3% | Reduced |
| Sunflower Bank, N.A. | 2,580 | $386.3K | 0.11% | −25−1.0% | Reduced |
| Summit Trail Advisors, LLC | 2,591 | $387.9K | 0.01% | −518−16.7% | Reduced |
| 626 Financial, LLC | 2,591 | $388.0K | 0.21% | 00.0% | Unchanged |
| Montecito Bank & Trust | 2,601 | $389.4K | 0.07% | −96−3.6% | Reduced |
| EP Wealth Advisors, LLC | 2,611 | $391.0K | 0.00% | +2,611 | New |
| Aspiriant, LLC | 2,643 | $395.7K | 0.02% | −266−9.1% | Reduced |
| Western Pacific Wealth Management, LP | 2,655 | $397.5K | 0.26% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 2,655 | $397.6K | 0.03% | +26+1.0% | Added |
| Sutton Place Investors LLC | 2,658 | $398.0K | 0.24% | +26+1.0% | Added |
| Vise Technologies, Inc. | 2,658 | $398.0K | 0.05% | +2,658 | New |
| Perigon Wealth Management, LLC | 2,663 | $398.6K | 0.01% | +99+3.9% | Added |
| Manchester Capital Management LLC | 2,664 | $398.8K | 0.05% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,668 | $399.5K | 0.01% | +247+10.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,669 | $399.6K | 0.06% | 00.0% | Unchanged |
| Golden State Equity Partners | 2,679 | $401.1K | 0.06% | +1,152+75.4% | Added |
| Smith Chas P & Associates Pa Cpas | 2,703 | $404.7K | 0.02% | −54−2.0% | Reduced |
| Verus Financial Partners, Inc. | 2,771 | $406.8K | 0.04% | +4+0.1% | Added |
| Diversify Advisory Services, LLC | 2,624 | $409.4K | 0.02% | +2,624 | New |
| Pointe Capital Management LLC | 2,736 | $409.7K | 0.24% | 00.0% | Unchanged |
| XML Financial, LLC | 2,736 | $409.7K | 0.04% | −24−0.9% | Reduced |
| Prossimo Advisors, LLC | 2,735 | $410.0K | 0.30% | +65+2.4% | Added |
| Zullo Investment Group, Inc. | 2,757 | $412.9K | 0.17% | −23−0.8% | Reduced |
| Insigneo Advisory Services, LLC | 2,778 | $415.9K | 0.04% | +190+7.3% | Added |
| NewEdge Wealth, LLC | 2,799 | $419.1K | 0.01% | +1,277+83.9% | Added |
| Global Retirement Partners, LLC | 2,804 | $419.9K | 0.01% | +136+5.1% | Added |
| Merit Financial Group, LLC | 2,826 | $423.2K | 0.01% | −535−15.9% | Reduced |
| Acropolis Investment Management, LLC | 2,833 | $424.2K | 0.03% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,837 | $424.8K | 0.01% | +2,837 | New |
| Intact Investment Management Inc. | 2,840 | $425.2K | 0.01% | 00.0% | Unchanged |
| Platform Technology Partners | 2,841 | $425.4K | 0.13% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 2,866 | $429.1K | 0.00% | +2,866 | New |
| Circle Wealth Management, LLC | 2,868 | $429.5K | 0.01% | −150−5.0% | Reduced |
| KG&L Capital Management,LLC | 2,874 | $430.4K | 0.14% | +204+7.6% | Added |
| Aaron Wealth Advisors | 2,882 | $431.5K | 0.05% | +825+40.1% | Added |
| Dynamic Technology Lab Private Ltd | 2,884 | $432.0K | 0.05% | +2,884 | New |
| Cambria Investment Management, L.P. | 2,896 | $433.6K | 0.03% | −24−0.8% | Reduced |
| Crestwood Advisors Group LLC | 2,903 | $434.7K | 0.01% | +84+3.0% | Added |
| Choate Investment Advisors | 2,908 | $435.4K | 0.01% | +804+38.2% | Added |
| Achmea Investment Management B.V. | 2,916 | $436.0K | 0.01% | −4,667−61.5% | Reduced |
| NBC Securities, Inc. | 2,923 | $437.0K | 0.04% | −39−1.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,932 | $438.9K | 0.02% | +2,110+256.7% | Added |
| Lester Murray Antman dba SimplyRich | 2,939 | $440.0K | 0.12% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 2,950 | $441.7K | 0.03% | 00.0% | Unchanged |
| RWC Asset Management LLP | 2,956 | $442.6K | 0.03% | −938−24.1% | Reduced |
| Jacobi Capital Management LLC | 2,962 | $443.4K | 0.03% | +13+0.4% | Added |
| Busey Wealth Management | 2,972 | $445.0K | 0.01% | −296−9.1% | Reduced |
| Hartford Financial Management Inc. | 3,000 | $449.2K | 0.09% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 3,000 | $449.2K | 0.35% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,460 | $450.3K | 0.04% | +100+4.2% | Added |
| Ronald Blue Trust, Inc. | 3,278 | $453.9K | 0.01% | +1,684+105.6% | Added |
| First PREMIER Bank | 3,039 | $455.0K | 0.11% | −1,350−30.8% | Reduced |
| Checchi Capital Advisers, LLC | 3,040 | $455.2K | 0.03% | 00.0% | Unchanged |
| Willis Investment Counsel | 3,041 | $455.3K | 0.03% | +3,041 | New |
| Financial Security Advisor, Inc. | 3,059 | $458.0K | 0.11% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 3,068 | $459.4K | 0.01% | +217+7.6% | Added |
| Gryphon Financial Partners LLC | 3,070 | $459.7K | 0.06% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 3,093 | $463.0K | 0.17% | −82−2.6% | Reduced |
| tru Independence LLC | 3,105 | $464.9K | 0.14% | +14+0.5% | Added |
| Great Valley Advisor Group, Inc. | 3,116 | $466.6K | 0.01% | +382+14.0% | Added |
| Empower Advisory Group, LLC | 3,144 | $470.8K | 0.00% | −442−12.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,156 | $472.5K | 0.06% | +60+1.9% | Added |
| Brighton Jones LLC | 3,159 | $473.0K | 0.02% | −60−1.9% | Reduced |
| Atlantic Union Bankshares Corp | 3,162 | $473.4K | 0.03% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 3,171 | $474.8K | 0.00% | −69−2.1% | Reduced |
| Crestline Management, LP | 3,173 | $475.1K | 0.03% | +3,173 | New |
| Conning Inc. | 3,187 | $477.2K | 0.02% | −36−1.1% | Reduced |
| Ingalls & Snyder LLC | 3,190 | $478.0K | 0.02% | 00.0% | Unchanged |
| Callan Family Office, LLC | 3,200 | $479.1K | 0.08% | +890+38.5% | Added |
| Diversified Investment Strategies, LLC | 3,227 | $483.2K | 0.32% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 3,230 | $483.6K | 0.29% | +3,230 | New |
| Machina Capital S.A.S. | 3,235 | $484.4K | 0.19% | −612−15.9% | Reduced |