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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 5,295 | $792.8K | 0.07% | +35+0.7% | Added |
| Prosperity Consulting Group, LLC | 5,320 | $796.6K | 0.06% | +5,320 | New |
| MAI Capital Management | 5,324 | $797.2K | 0.01% | −6,134−53.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 5,338 | $799.3K | 0.05% | −1,459−21.5% | Reduced |
| Axxcess Wealth Management, LLC | 5,358 | $802.3K | 0.02% | +310+6.1% | Added |
| Cerro Pacific Wealth Advisors LLC | 5,797 | $802.6K | 0.30% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 5,368 | $803.8K | 0.61% | −7−0.1% | Reduced |
| My Legacy Advisors, LLC | 5,391 | $807.2K | 0.32% | +110+2.1% | Added |
| Aptus Capital Advisors, LLC | 5,426 | $812.4K | 0.01% | +658+13.8% | Added |
| Meridian Financial Partners LLC | 5,459 | $817.0K | 0.41% | −25−0.5% | Reduced |
| Nebula Research & Development LLC | 5,472 | $819.3K | 0.10% | +5,472 | New |
| RFG Advisory, LLC | 5,481 | $820.7K | 0.02% | +138+2.6% | Added |
| Hennessy Advisors Inc | 5,500 | $823.5K | 0.03% | −500−8.3% | Reduced |
| Plato Investment Management Ltd | 5,519 | $825.5K | 0.07% | 00.0% | Unchanged |
| Wedmont Private Capital | 5,444 | $827.5K | 0.05% | +82+1.5% | Added |
| Ashton Thomas Private Wealth, LLC | 5,533 | $828.5K | 0.04% | −75−1.3% | Reduced |
| Advisors Asset Management, Inc. | 5,555 | $831.8K | 0.02% | +557+11.1% | Added |
| Sebold Capital Management, Inc. | 5,557 | $832.1K | 0.55% | −627−10.1% | Reduced |
| Clear Harbor Asset Management, LLC | 5,574 | $834.6K | 0.07% | +1,885+51.1% | Added |
| William B. Walkup & Associates, Inc. | 5,598 | $838.3K | 0.52% | −9−0.2% | Reduced |
| Cooper Financial Group | 5,616 | $841.0K | 0.11% | +3,199+132.4% | Added |
| Central Pacific Bank - Trust Division | 5,650 | $846.0K | 0.11% | 00.0% | Unchanged |
| Graypoint LLC | 5,690 | $852.0K | 0.05% | +211+3.9% | Added |
| Equitable Trust Co | 5,771 | $864.1K | 0.06% | +961+20.0% | Added |
| Atomi Financial Group, Inc. | 5,773 | $864.3K | 0.05% | −19,907−77.5% | Reduced |
| EPG Wealth Management LLC | 5,832 | $873.3K | 0.22% | +5,832 | Added |
| Jeppson Wealth Management, LLC | 5,857 | $876.9K | 0.31% | −45−0.8% | Reduced |
| GAMMA Investing LLC | 5,871 | $879.1K | 0.09% | +1,259+27.3% | Added |
| GenTrust, LLC | 5,925 | $887.1K | 0.04% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 5,943 | $889.8K | 0.88% | 00.0% | Unchanged |
| AIA Group Ltd | 5,953 | $891.3K | 0.02% | −760−11.3% | Reduced |
| Power Wealth Management LLC | 6,047 | $905.4K | 0.39% | +647+12.0% | Added |
| GLOBALT Investments LLC | 6,064 | $907.9K | 0.03% | +114+1.9% | Added |
| DoubleLine ETF Adviser LP | 6,103 | $913.8K | 0.22% | −380−5.9% | Reduced |
| Independent Advisor Alliance | 6,227 | $932.3K | 0.03% | −312−4.8% | Reduced |
| Verition Fund Management LLC | 6,238 | $934.0K | 0.01% | −5,047−44.7% | Reduced |
| Addison Capital Co | 6,273 | $939.3K | 0.38% | −50−0.8% | Reduced |
| Cohen Klingenstein LLC | 6,280 | $940.3K | 0.03% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 6,282 | $940.5K | 0.02% | +912+17.0% | Added |
| Deerfield Management Company, L.P. (Series C) | 6,291 | $942.0K | 0.01% | +6,291 | New |
| Profund Advisors LLC | 6,303 | $943.7K | 0.04% | +745+13.4% | Added |
| Kestra Private Wealth Services, LLC | 6,319 | $946.1K | 0.02% | +10+0.2% | Added |
| Sequoia Financial Advisors, LLC | 6,359 | $952.1K | 0.01% | −365−5.4% | Reduced |
| Whitener Capital Management, Inc. | 6,379 | $955.1K | 0.27% | +429+7.2% | Added |
| Quantbot Technologies LP | 6,380 | $955.3K | 0.04% | +4,730+286.7% | Added |
| Denali Advisors LLC | 6,400 | $958.3K | 0.10% | +4,800+300.0% | Added |
| Cidel Asset Management Inc | 6,423 | $961.7K | 0.07% | −145−2.2% | Reduced |
| Sargent Investment Group, LLC | 6,457 | $966.8K | 0.17% | +10.0% | Added |
| Capital Management Associates | 6,476 | $969.7K | 1.08% | 00.0% | Unchanged |
| Arvest Investments, Inc. | 6,513 | $975.2K | 0.15% | +75+1.2% | Added |
| Westbourne Investment Advisors, Inc. | 6,585 | $986.0K | 0.34% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6,645 | $995.0K | 0.02% | −409−5.8% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 6,653 | $996.2K | 0.36% | −255−3.7% | Reduced |
| First Horizon Advisors, Inc. | 6,679 | $1.00M | 0.03% | −565−7.8% | Reduced |
| Fox Run Management, L.L.C. | 6,681 | $1.00M | 0.22% | −931−12.2% | Reduced |
| Selway Asset Management | 6,733 | $1.01M | 0.39% | 00.0% | Unchanged |
| Arrow Financial Corp | 6,810 | $1.02M | 0.09% | −10−0.1% | Reduced |
| Barden Capital Management, Inc. | 6,852 | $1.03M | 0.90% | +312+4.8% | Added |
| Lido Advisors, LLC | 6,880 | $1.03M | 0.01% | −54−0.8% | Reduced |
| Asset Dedication, LLC | 6,889 | $1.03M | 0.07% | −687−9.1% | Reduced |
| Ironwood Investment Counsel, LLC | 6,925 | $1.04M | 0.17% | −168−2.4% | Reduced |
| Benjamin Edwards Inc | 6,929 | $1.04M | 0.02% | +5,236+309.3% | Added |
| Northern Oak Wealth Management Inc | 6,969 | $1.04M | 0.12% | +175+2.6% | Added |
| SageView Advisory Group, LLC | 7,014 | $1.05M | 0.05% | −600−7.9% | Reduced |
| Regions Financial Corp | 7,050 | $1.06M | 0.01% | +541+8.3% | Added |
| CSS LLC | 7,058 | $1.06M | 0.06% | +1,800+34.2% | Added |
| Panagora Asset Management Inc | 7,086 | $1.06M | 0.01% | −20.0% | Reduced |
| Apollon Wealth Management, LLC | 7,086 | $1.06M | 0.03% | +323+4.8% | Added |
| GWM Advisors LLC | 7,171 | $1.07M | 0.01% | +1,176+19.6% | Added |
| Geneos Wealth Management Inc. | 7,323 | $1.10M | 0.04% | +4,001+120.4% | Added |
| Avestar Capital, LLC | 7,395 | $1.11M | 0.12% | +124+1.7% | Added |
| Quantitative Investment Management, LLC | 7,425 | $1.11M | 0.11% | +7,425 | New |
| Bleakley Financial Group, LLC | 7,422 | $1.11M | 0.03% | −156−2.1% | Reduced |
| Coldstream Capital Management Inc | 7,242 | $1.12M | 0.02% | +979+15.6% | Added |
| Pitcairn Co | 7,541 | $1.13M | 0.07% | −2,021−21.1% | Reduced |
| Vestcor Inc | 7,570 | $1.13M | 0.04% | +591+8.5% | Added |
| Cary Street Partner Investment Advisory LLC | 7,749 | $1.16M | 0.04% | +342+4.6% | Added |
| Cornerstone Advisors, LLC | 7,800 | $1.17M | 0.05% | +500+6.8% | Added |
| AXA S.A. | 7,846 | $1.17M | 0.00% | −13,671−63.5% | Reduced |
| Leisure Capital Management | 7,859 | $1.18M | 0.50% | +33+0.4% | Added |
| Kingsview Wealth Management, LLC | 7,864 | $1.18M | 0.02% | +2,667+51.3% | Added |
| V-Square Quantitative Management LLC | 7,869 | $1.18M | 0.17% | −258−3.2% | Reduced |
| Savant Capital, LLC | 7,908 | $1.18M | 0.01% | +667+9.2% | Added |
| Family Legacy, Inc. | 7,920 | $1.19M | 0.39% | 00.0% | Unchanged |
| Intrust Bank NA | 7,984 | $1.20M | 0.12% | +140+1.8% | Added |
| JBF Capital, Inc. | 8,000 | $1.20M | 0.18% | 00.0% | Unchanged |
| Caxton Associates LP | 8,032 | $1.20M | 0.05% | −291−3.5% | Reduced |
| HM Payson & Co | 8,074 | $1.21M | 0.02% | +42+0.5% | Added |
| Main Street Group, LTD | 8,295 | $1.24M | 0.49% | +36+0.4% | Added |
| Regatta Capital Group, LLC | 8,336 | $1.25M | 0.24% | +274+3.4% | Added |
| CWM, LLC | 8,420 | $1.26M | 0.01% | +801+10.5% | Added |
| Donoghue Forlines LLC | 8,432 | $1.26M | 0.36% | +3,955+88.3% | Added |
| Welch & Forbes LLC | 8,438 | $1.26M | 0.02% | −1,204−12.5% | Reduced |
| Private Advisor Group, LLC | 8,601 | $1.29M | 0.01% | +808+10.4% | Added |
| NJ State Employees Deferred Compensation Plan | 8,733 | $1.31M | 0.16% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 8,741 | $1.31M | 0.02% | +479+5.8% | Added |
| Pensionmark Financial Group, LLC | 8,795 | $1.32M | 0.04% | +31+0.4% | Added |
| Graham Capital Management, L.P. | 8,803 | $1.32M | 0.04% | +8,803 | New |
| Wolf Group Capital Advisors | 12,073 | $1.32M | 0.63% | +12,073 | New |
| Navalign, LLC | 8,863 | $1.33M | 0.39% | +190+2.2% | Added |