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 |
|---|---|---|---|---|---|
| Daymark Wealth Partners, LLC | 8,863 | $1.33M | 0.06% | +38+0.4% | Added |
| Burke & Herbert Bank & Trust Co | 8,926 | $1.34M | 0.31% | +1,470+19.7% | Added |
| Country Club Bank | 8,976 | $1.34M | 0.09% | −285−3.1% | Reduced |
| Allworth Financial LP | 8,940 | $1.34M | 0.01% | −338−3.6% | Reduced |
| Argent Trust Co | 9,011 | $1.35M | 0.06% | −105−1.2% | Reduced |
| Stratos Wealth Partners, LTD. | 9,059 | $1.36M | 0.02% | −184−2.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 9,106 | $1.36M | 0.03% | +3,922+75.7% | Added |
| Prudential PLC | 9,133 | $1.37M | 0.01% | +2,326+34.2% | Added |
| Snowden Capital Advisors LLC | 9,147 | $1.37M | 0.04% | −425−4.4% | Reduced |
| Signaturefd, LLC | 9,162 | $1.37M | 0.03% | +140+1.6% | Added |
| Founders Financial Securities LLC | 9,187 | $1.38M | 0.13% | +707+8.3% | Added |
| Empowered Funds, LLC | 9,197 | $1.38M | 0.02% | +477+5.5% | Added |
| Proequities, Inc. | 9,229 | $1.38M | 0.08% | +1,082+13.3% | Added |
| Ci Investments Inc. | 9,239 | $1.38M | 0.01% | +800+9.5% | Added |
| Great Lakes Retirement, Inc. | 9,269 | $1.39M | 0.18% | +41+0.4% | Added |
| Massmutual Trust Co FSB | 9,271 | $1.39M | 0.04% | −62−0.7% | Reduced |
| Brown Brothers Harriman & Co | 9,295 | $1.39M | 0.01% | −88−0.9% | Reduced |
| Wetherby Asset Management Inc | 9,485 | $1.42M | 0.06% | −122−1.3% | Reduced |
| HighPoint Advisor Group LLC | 8,671 | $1.42M | 0.08% | +318+3.8% | Added |
| Portfolio Design Labs, LLC | 9,573 | $1.43M | 0.40% | −82−0.8% | Reduced |
| Harbour Investments, Inc. | 9,579 | $1.43M | 0.04% | +71+0.7% | Added |
| DRW Securities, LLC | 9,606 | $1.44M | 0.08% | +6,482+207.5% | Added |
| Schonfeld Strategic Advisors LLC | 9,686 | $1.45M | 0.01% | −45,850−82.6% | Reduced |
| Lakeview Capital Partners, LLC | 9,688 | $1.45M | 0.23% | −88−0.9% | Reduced |
| Equitable Holdings, Inc. | 9,741 | $1.46M | 0.01% | −1,451−13.0% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 9,904 | $1.48M | 0.19% | 00.0% | Unchanged |
| American Assets Inc | 10,000 | $1.50M | 0.49% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 10,041 | $1.50M | 0.24% | +33+0.3% | Added |
| Ferguson Wellman Capital Management, Inc | 10,088 | $1.51M | 0.03% | −251−2.4% | Reduced |
| HB Wealth Management, LLC | 10,161 | $1.52M | 0.02% | +562+5.9% | Added |
| Morningstar Investment Management LLC | 9,760 | $1.53M | 0.15% | −5,457−35.9% | Reduced |
| Gotham Asset Management, LLC | 10,227 | $1.53M | 0.02% | −660−6.1% | Reduced |
| Peapack Gladstone Financial Corp | 10,301 | $1.54M | 0.02% | −366−3.4% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 10,313 | $1.54M | 0.64% | −35−0.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 10,361 | $1.55M | 0.11% | +8+0.1% | Added |
| Cassaday & Co Wealth Management LLC | 10,390 | $1.56M | 0.04% | −51−0.5% | Reduced |
| Principal Securities, Inc. | 10,460 | $1.57M | 0.04% | +1,229+13.3% | Added |
| Sanibel Captiva Trust Company, Inc. | 10,470 | $1.57M | 0.05% | −1,205−10.3% | Reduced |
| Courier Capital LLC | 10,474 | $1.57M | 0.11% | −16−0.2% | Reduced |
| Greenleaf Trust | 10,485 | $1.57M | 0.01% | +300+2.9% | Added |
| Advisory Services Network, LLC | 11,344 | $1.57M | 0.03% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 10,490 | $1.57M | 0.02% | −305−2.8% | Reduced |
| Dynamic Advisor Solutions LLC | 10,604 | $1.59M | 0.05% | −842−7.4% | Reduced |
| Two Sigma Securities, LLC | 10,648 | $1.59M | 0.13% | +7,552+243.9% | Added |
| Tokio Marine Asset Management Co Ltd | 10,808 | $1.62M | 0.07% | +848+8.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 10,864 | $1.63M | 0.01% | +10,864 | New |
| Somerset Trust Co | 10,870 | $1.63M | 0.61% | −45−0.4% | Reduced |
| Convergence Investment Partners, LLC | 10,928 | $1.64M | 0.44% | −54−0.5% | Reduced |
| J. Safra Sarasin Holding AG | 10,962 | $1.64M | 0.03% | +10,962 | New |
| Evercore Wealth Management, LLC | 10,963 | $1.64M | 0.02% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 11,016 | $1.65M | 0.09% | +11,016 | New |
| Vectors Research Management, LLC | 11,110 | $1.66M | 0.50% | +93+0.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 11,162 | $1.67M | 0.04% | +3,000+36.8% | Added |
| Ritholtz Wealth Management | 11,189 | $1.68M | 0.05% | +46+0.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 11,206 | $1.68M | 0.47% | −6−0.1% | Reduced |
| Shell Asset Management Co | 11,250 | $1.68M | 0.07% | +11,250 | New |
| Rehmann Capital Advisory Group | 11,261 | $1.69M | 0.11% | −453−3.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 11,306 | $1.69M | 0.12% | −1,018−8.3% | Reduced |
| Raymond James Trust N.A. | 11,327 | $1.70M | 0.04% | +345+3.1% | Added |
| 17 Capital Partners, LLC | 11,424 | $1.71M | 1.11% | −739−6.1% | Reduced |
| Culbertson A N & Co Inc | 11,460 | $1.72M | 0.28% | +760+7.1% | Added |
| Transform Wealth, LLC | 11,474 | $1.72M | 0.11% | −382−3.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 11,475 | $1.72M | 0.46% | −11,721−50.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 11,731 | $1.76M | 0.02% | −235−2.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 12,103 | $1.81M | 0.04% | −57−0.5% | Reduced |
| Baldwin Investment Management, LLC | 12,215 | $1.83M | 0.23% | +70+0.6% | Added |
| Meeder Advisory Services, Inc. | 12,284 | $1.84M | 0.12% | −228−1.8% | Reduced |
| Transcend Wealth Collective, LLC | 12,588 | $1.88M | 0.13% | −196−1.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 12,640 | $1.89M | 0.07% | +62+0.5% | Added |
| Investment Management Corp of Ontario | 12,653 | $1.89M | 0.04% | +4,000+46.2% | Added |
| Atria Wealth Solutions, Inc. | 12,688 | $1.90M | 0.02% | −802−5.9% | Reduced |
| Guggenheim Capital LLC | 12,743 | $1.91M | 0.01% | −28,372−69.0% | Reduced |
| Vista Investment Management | 12,789 | $1.91M | 0.72% | −499−3.8% | Reduced |
| Legato Capital Management LLC | 12,826 | $1.92M | 0.24% | −2,393−15.7% | Reduced |
| Everence Capital Management Inc | 12,880 | $1.93M | 0.12% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 12,926 | $1.94M | 0.47% | +163+1.3% | Added |
| Salem Investment Counselors Inc | 13,088 | $1.96M | 0.06% | 00.0% | Unchanged |
| Omers Administration Corp | 13,273 | $1.99M | 0.02% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 13,480 | $2.02M | 0.02% | −410−3.0% | Reduced |
| Empirical Finance, LLC | 13,523 | $2.02M | 0.12% | +259+2.0% | Added |
| IMA Wealth, Inc. | 13,534 | $2.03M | 0.44% | −93−0.7% | Reduced |
| Bridgeway Capital Management, LLC | 13,700 | $2.05M | 0.04% | −200−1.4% | Reduced |
| Pinnacle Financial Partners Inc | 13,777 | $2.06M | 0.04% | −90,213−86.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 13,959 | $2.09M | 0.13% | +1,149+9.0% | Added |
| Parallax Volatility Advisers, L.P. | 14,010 | $2.10M | 0.05% | +14,010 | New |
| Associated Banc-Corp | 14,151 | $2.12M | 0.06% | −60.0% | Reduced |
| Entropy Technologies, LP | 14,511 | $2.17M | 0.23% | +11,135+329.8% | Added |
| Flputnam Investment Management Co | 14,607 | $2.19M | 0.04% | −3,238−18.1% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 14,774 | $2.21M | 0.08% | +14,774 | New |
| Aviance Capital Partners, LLC | 14,788 | $2.21M | 0.29% | +1,772+13.6% | Added |
| Horizon Investments, LLC | 14,949 | $2.24M | 0.06% | +39+0.3% | Added |
| Hudson Canyon Capital Management | 15,000 | $2.25M | 1.45% | +1,093+7.9% | Added |
| Ieq Capital, LLC | 15,058 | $2.25M | 0.03% | +3,164+26.6% | Added |
| Round Rock Advisors, LLC | 15,073 | $2.26M | 0.53% | −165−1.1% | Reduced |
| Quest Partners LLC | 15,079 | $2.26M | 0.20% | +7,145+90.1% | Added |
| Mint Tower Capital Management B.V. | 15,288 | $2.29M | 0.77% | +12,095+378.8% | Added |
| Pinnacle Associates Ltd | 17,609 | $2.31M | 0.04% | +1,129+6.9% | Added |
| AdvisorNet Financial, Inc | 15,440 | $2.31M | 0.17% | +701+4.8% | Added |
| Veriti Management LLC | 15,528 | $2.33M | 0.12% | +268+1.8% | Added |
| Brinker Capital Investments, LLC | 15,584 | $2.33M | 0.02% | +644+4.3% | Added |