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 |
|---|---|---|---|---|---|
| Bank of Stockton | 3,238 | $484.8K | 0.15% | 00.0% | Unchanged |
| Everpar Advisors LLC | 3,289 | $492.5K | 0.25% | −596−15.3% | Reduced |
| Central Trust Co | 3,290 | $492.6K | 0.01% | −633−16.1% | Reduced |
| Fulton Bank, N.A. | 3,312 | $495.9K | 0.02% | −264−7.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,316 | $496.5K | 0.00% | −21,202−86.5% | Reduced |
| First National Trust Co | 3,322 | $497.4K | 0.02% | −11−0.3% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3,336 | $499.5K | 0.12% | 00.0% | Unchanged |
| Permanens Capital L.P. | 3,339 | $499.9K | 0.10% | +3,339 | New |
| Kathmere Capital Management, LLC | 3,343 | $500.5K | 0.05% | +277+9.0% | Added |
| Verdence Capital Advisors LLC | 3,343 | $500.5K | 0.04% | −136−3.9% | Reduced |
| Csenge Advisory Group | 3,222 | $501.5K | 0.03% | −138−4.1% | Reduced |
| Wright Investors Service Inc | 3,351 | $501.7K | 0.13% | −68−2.0% | Reduced |
| Americana Partners, LLC | 3,364 | $503.7K | 0.03% | 00.0% | Unchanged |
| AlTi Global, Inc. | 3,411 | $510.7K | 0.01% | +468+15.9% | Added |
| St Germain D J Co Inc | 3,416 | $511.5K | 0.02% | −125−3.5% | Reduced |
| Concentric Wealth Management, LLC | 3,434 | $514.2K | 0.13% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 3,453 | $517.0K | 0.10% | +3,453 | New |
| Kinneret Advisory, LLC | 3,469 | $519.4K | 0.05% | −46−1.3% | Reduced |
| Venture Visionary Partners LLC | 3,497 | $523.7K | 0.02% | −33−0.9% | Reduced |
| Hudson Valley Investment Advisors Inc | 3,500 | $524.1K | 0.06% | +3,500 | New |
| Franklin Street Advisors Inc | 3,510 | $526.0K | 0.04% | −278−7.3% | Reduced |
| Personal Cfo Solutions, LLC | 3,519 | $526.9K | 0.07% | +71+2.1% | Added |
| Harvest Fund Management Co., Ltd | 3,519 | $527.0K | 0.03% | +2,146+156.3% | Added |
| Harbor Investment Advisory, LLC | 3,560 | $533.0K | 0.05% | −51−1.4% | Reduced |
| Umb Bank N A | 3,567 | $534.1K | 0.01% | −647−15.4% | Reduced |
| Landscape Capital Management, L.L.C. | 3,571 | $534.7K | 0.05% | −17,223−82.8% | Reduced |
| Stonegate Investment Group, LLC | 3,626 | $542.9K | 0.01% | +94+2.7% | Added |
| Qtron Investments LLC | 3,662 | $548.3K | 0.07% | −1,149−23.9% | Reduced |
| Frank, Rimerman Advisors LLC | 3,668 | $549.2K | 0.04% | −112−3.0% | Reduced |
| National Asset Management, Inc. | 3,707 | $551.6K | 0.02% | −403−9.8% | Reduced |
| Moors & Cabot, Inc. | 3,724 | $557.6K | 0.03% | +9+0.2% | Added |
| Fidelis Capital Partners, LLC | 3,665 | $565.3K | 0.07% | +243+7.1% | Added |
| Whittier Trust Co | 3,776 | $565.4K | 0.01% | +50+1.3% | Added |
| Joule Financial, LLC | 3,789 | $567.3K | 0.21% | −93−2.4% | Reduced |
| FIL Ltd | 3,839 | $574.8K | 0.00% | +421+12.3% | Added |
| Richwood Investment Advisors, LLC | 3,861 | $578.1K | 0.48% | −145−3.6% | Reduced |
| Ameritas Investment Partners, Inc. | 3,868 | $579.2K | 0.02% | −153−3.8% | Reduced |
| NorthRock Partners, LLC | 3,877 | $580.4K | 0.02% | −120−3.0% | Reduced |
| Pettyjohn, Wood & White, Inc | 3,885 | $581.7K | 0.11% | −75−1.9% | Reduced |
| Syon Capital LLC | 3,896 | $583.4K | 0.05% | −57−1.4% | Reduced |
| Cigna Investments Inc | 3,934 | $589.0K | 0.10% | −37−0.9% | Reduced |
| Ballentine Partners, LLC | 3,935 | $589.2K | 0.01% | +601+18.0% | Added |
| Premier Path Wealth Partners, LLC | 3,938 | $589.6K | 0.09% | +305+8.4% | Added |
| Lake Street Advisors Group, LLC | 3,977 | $595.5K | 0.03% | −38−0.9% | Reduced |
| RMR Wealth Builders | 4,000 | $598.9K | 0.06% | 00.0% | Unchanged |
| Wedbush Securities Inc | 4,013 | $601.0K | 0.02% | −10,297−72.0% | Reduced |
| Sweet Financial Partners, LLC | 4,030 | $603.4K | 0.13% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 4,116 | $616.3K | 0.04% | −159−3.7% | Reduced |
| Siemens Fonds Invest GmbH | 4,127 | $616.4K | 0.05% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 4,119 | $616.7K | 0.05% | −41−1.0% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 4,122 | $617.2K | 0.12% | +4,122 | New |
| Parkside Financial Bank & Trust | 4,125 | $617.6K | 0.09% | +5+0.1% | Added |
| Bryn Mawr Trust Co | 4,134 | $619.0K | 0.01% | +4,134 | New |
| Summit Financial, LLC | 4,162 | $623.2K | 0.02% | −278−6.3% | Reduced |
| South State Corp. | 4,232 | $633.7K | 0.04% | −68−1.6% | Reduced |
| Promethium Advisors,llc | 4,236 | $634.2K | 0.45% | +4,236 | New |
| Prio Wealth Limited Partnership | 4,239 | $634.7K | 0.02% | −2,325−35.4% | Reduced |
| Sumitomo Life Insurance Co | 4,282 | $641.1K | 0.01% | +44+1.0% | Added |
| Modern Wealth Management, LLC | 4,303 | $644.5K | 0.04% | −17−0.4% | Reduced |
| Angeles Investment Advisors, LLC | 4,311 | $645.5K | 0.03% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 4,324 | $647.4K | 0.29% | +1,289+42.5% | Added |
| Soltis Investment Advisors LLC | 4,324 | $647.5K | 0.06% | +245+6.0% | Added |
| Valley National Advisers Inc | 4,339 | $649.0K | 0.12% | −11,418−72.5% | Reduced |
| Brookstone Capital Management | 4,354 | $651.9K | 0.01% | +173+4.1% | Added |
| Evergreen Capital Management LLC | 4,362 | $653.1K | 0.02% | +79+1.8% | Added |
| Aspen Wealth Strategies, LLC | 4,377 | $655.4K | 0.42% | −95−2.1% | Reduced |
| Trustmark National Bank Trust Department | 4,419 | $661.7K | 0.05% | +16+0.4% | Added |
| Mountain Pacific Investment Advisers Inc | 4,448 | $666.0K | 0.05% | 00.0% | Unchanged |
| Trust Asset Management LLC | 4,466 | $668.7K | 0.05% | 00.0% | Unchanged |
| Sky Investment Group LLC | 4,479 | $670.6K | 0.12% | −11−0.2% | Reduced |
| Caisse de Depot Et Placement du Quebec | 4,500 | $673.8K | 0.00% | −22,750−83.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,552 | $681.6K | 0.05% | +2,500+121.8% | Added |
| Neville Rodie & Shaw Inc | 4,565 | $684.0K | 0.05% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 4,716 | $703.2K | 0.09% | +1,050+28.6% | Added |
| Fifth Third Wealth Advisors LLC | 4,708 | $704.9K | 0.04% | +558+13.4% | Added |
| Prime Capital Investment Advisors, LLC | 4,710 | $705.2K | 0.01% | −1,980−29.6% | Reduced |
| Quotient Wealth Partners, LLC | 4,711 | $705.4K | 0.02% | −69−1.4% | Reduced |
| Capital International Sarl | 4,718 | $706.4K | 0.02% | +2,015+74.5% | Added |
| Stony Point Wealth Management Inc. | 4,747 | $710.7K | 0.30% | +18+0.4% | Added |
| Continuum Advisory, LLC | 3,909 | $715.3K | 0.09% | +319+8.9% | Added |
| Keybank National Association | 4,779 | $715.6K | 0.00% | +546+12.9% | Added |
| Spire Wealth Management | 4,892 | $732.4K | 0.02% | +355+7.8% | Added |
| Uncommon Cents Investing LLC | 4,935 | $738.9K | 0.21% | +305+6.6% | Added |
| City Holding Co | 4,945 | $740.4K | 0.10% | +150+3.1% | Added |
| Malaga Cove Capital, LLC | 4,945 | $740.4K | 0.30% | −47−0.9% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 5,000 | $748.6K | 0.22% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 4,992 | $748.8K | 0.02% | +440+9.7% | Added |
| Wealthspire Advisors, LLC | 5,061 | $757.8K | 0.01% | −80−1.6% | Reduced |
| Integrated Investment Consultants, LLC | 5,072 | $759.4K | 0.17% | +1,669+49.0% | Added |
| Glenview Trust Co | 5,090 | $762.1K | 0.01% | −921−15.3% | Reduced |
| Carnegie Lake Advisors LLC | 5,100 | $764.0K | 0.30% | +5,100 | New |
| Steel Peak Wealth Management LLC | 5,134 | $768.7K | 0.03% | −57−1.1% | Reduced |
| Bank Ozk | 5,149 | $771.0K | 0.32% | −20−0.4% | Reduced |
| Forum Financial Management, LP | 5,191 | $777.3K | 0.01% | −20.0% | Reduced |
| Quadrant Capital Group LLC | 5,193 | $777.5K | 0.05% | −43−0.8% | Reduced |
| Peloton Wealth Strategists | 5,195 | $778.0K | 0.31% | +5,195 | New |
| Bank & Trust Co | 5,229 | $782.9K | 0.64% | 00.0% | Unchanged |
| Hilltop National Bank | 5,239 | $784.4K | 0.24% | −246−4.5% | Reduced |
| E. Ohman J:or Asset Management AB | 5,250 | $786.1K | 0.02% | −1,450−21.6% | Reduced |
| Valeo Financial Advisors, LLC | 5,263 | $788.0K | 0.02% | −212−3.9% | Reduced |