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; 2,129 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
- 1,228
- +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
- 459 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 | 2,129 | $107.7B |
| Q1 2026 | 2,081 | $96.4B |
| Q4 2025 | 2,211 | $133.0B |
| Q3 2025 | 2,001 | $116.2B |
| Q2 2025 | 1,961 | $118.8B |
| Q1 2025 | 1,402 | $65.5B |
| Q4 2024 | 1,361 | $64.0B |
| Q3 2024 | 1,228 | $52.1B |
| Q2 2024 | 1,201 | $48.0B |
| Q1 2024 | 1,165 | $52.2B |
| Q4 2023 | 1,141 | $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 |
|---|---|---|---|---|---|
| Trust Co of Virginia | 1,806 | $270.4K | 0.02% | +300+19.9% | 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 |
| Private Trust Co NA | 1,802 | $269.8K | 0.03% | +43+2.4% | Added |
| Lockerman Financial Group, Inc. | 1,800 | $269.5K | 0.46% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,805 | $269.0K | 0.01% | +21+1.2% | Added |
| FinTrust Capital Advisors, LLC | 1,780 | $266.5K | 0.05% | +151+9.3% | Added |
| Arkadios Wealth Advisors | 1,780 | $266.5K | 0.02% | +66+3.9% | Added |
| Western Financial Corp | 1,778 | $266.2K | 0.15% | −2−0.1% | Reduced |
| Drive Wealth Management, LLC | 1,772 | $265.4K | 0.07% | +25+1.4% | Added |
| Doliver Advisors, LP | 1,768 | $264.7K | 0.07% | −175−9.0% | Reduced |
| Essex Financial Services, Inc. | 1,697 | $263.8K | 0.02% | +26+1.6% | Added |
| Journey Strategic Wealth LLC | 1,757 | $263.1K | 0.01% | +84+5.0% | Added |
| Gladstone Institutional Advisory LLC | 1,721 | $257.7K | 0.01% | −1,232−41.7% | Reduced |
| Humankind Investments LLC | 1,707 | $255.6K | 0.09% | +118+7.4% | Added |
| Harbour Trust & Investment Management Co | 1,700 | $254.5K | 0.03% | −60−3.4% | Reduced |
| Keel Point, LLC | 1,697 | $254.1K | 0.02% | −61−3.5% | Reduced |
| One Wealth Advisors, LLC | 1,696 | $253.9K | 0.04% | +1+0.1% | Added |
| Exencial Wealth Advisors, LLC | 1,684 | $252.2K | 0.01% | +40+2.4% | Added |
| Compagnie Lombard Odier SCmA | 1,681 | $251.7K | 0.00% | +31+1.9% | Added |
| F/M Investments LLC | 1,680 | $251.5K | 0.01% | 00.0% | Unchanged |
| Intech Investment Management LLC | 1,659 | $248.4K | 0.00% | +1,659 | New |
| Legacy Capital Group California, Inc. | 1,650 | $247.1K | 0.08% | −69−4.0% | Reduced |
| Sunbelt Securities, Inc. | 1,646 | $246.5K | 0.02% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 1,636 | $245.0K | 0.01% | −20−1.2% | Reduced |
| Hilltop Partners LLC | 1,635 | $244.8K | 0.08% | 00.0% | Unchanged |
| Berkshire Bank | 1,635 | $244.8K | 0.06% | +1,635 | New |
| Strategic Equity Management | 1,625 | $243.3K | 0.12% | −932−36.4% | Reduced |
| KC Investment Advisors, LLC | 1,623 | $243.0K | 0.10% | +82+5.3% | Added |
| Dynamic Wealth Strategies, LLC | 1,620 | $243.0K | 0.20% | −145−8.2% | Reduced |
| Spectrum Financial Alliance Ltd LLC | 1,617 | $242.1K | 0.09% | −25,424−94.0% | Reduced |
| Neo Ivy Capital Management | 1,612 | $242.0K | 0.08% | +1,612 | New |
| WoodTrust Financial Corp | 1,609 | $241.0K | 0.03% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 1,609 | $240.9K | 0.08% | +121+8.1% | Added |
| Univest Financial Corp | 1,607 | $240.6K | 0.02% | +1,607 | New |
| Cypress Capital Group | 1,605 | $240.3K | 0.03% | +29+1.8% | Added |
| Mesirow Financial Investment Management, Inc. | 1,604 | $240.2K | 0.00% | +6+0.4% | Added |
| Ruggaard & Associates LLC | 1,600 | $239.6K | 0.10% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 1,598 | $239.3K | 0.08% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 1,595 | $238.8K | 0.05% | +1,595 | New |
| Aveo Capital Partners, LLC | 1,591 | $238.2K | 0.03% | +1,591 | New |
| TruWealth Advisors, LLC | 1,590 | $238.1K | 0.01% | −400−20.1% | Reduced |
| Linden Thomas Advisory Services, LLC | 1,588 | $237.8K | 0.03% | +102+6.9% | Added |
| Seven Mile Advisory | 1,584 | $237.2K | 0.16% | +4+0.3% | Added |
| Balentine LLC | 1,584 | $237.2K | 0.01% | +5+0.3% | Added |
| King Luther Capital Management Corp | 1,584 | $237.2K | 0.00% | +101+6.8% | Added |
| David Loasby | 1,626 | $236.1K | 0.02% | +1,626 | New |
| EverSource Wealth Advisors, LLC | 1,575 | $235.8K | 0.01% | +909+136.5% | Added |
| Resurgent Financial Advisors LLC | 1,556 | $233.0K | 0.14% | +1,556 | New |
| United Asset Strategies, Inc. | 1,555 | $232.8K | 0.02% | −446−22.3% | Reduced |
| Blackhawk Capital Partners LLC. | 1,540 | $230.6K | 0.12% | +1,540 | New |
| Beckerman Institutional, LLC | 1,534 | $230.0K | 0.19% | +1,534 | New |
| Marex Group plc | 1,536 | $230.0K | 0.01% | −1,853−54.7% | Reduced |
| Charter Research & Investment Group, Inc. | 1,534 | $229.7K | 0.17% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,530 | $229.1K | 0.12% | −40−2.5% | Reduced |
| GeoWealth Management, LLC | 1,527 | $228.6K | 0.01% | −57−3.6% | Reduced |
| Asset Allocation Strategies LLC | 1,517 | $227.2K | 0.06% | −44−2.8% | Reduced |
| Partners in Financial Planning | 1,511 | $226.2K | 0.05% | −175−10.4% | Reduced |
| IMS Capital Management | 1,505 | $225.3K | 0.10% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,504 | $225.3K | 0.02% | −82−5.2% | Reduced |
| Dillon & Associates Inc | 1,500 | $225.0K | 0.03% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,502 | $224.9K | 0.06% | +52+3.6% | Added |
| Hyperion Capital Advisors LP | 1,501 | $224.7K | 0.11% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 1,499 | $224.4K | 0.02% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 1,496 | $224.0K | 0.03% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,495 | $223.8K | 0.04% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 1,478 | $221.3K | 0.04% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 1,473 | $220.6K | 0.06% | −100−6.4% | Reduced |
| Rosenberg Matthew Hamilton | 1,471 | $220.3K | 0.06% | 00.0% | Unchanged |
| Wealth Alliance | 1,470 | $220.1K | 0.03% | +1,470 | New |
| MONECO Advisors, LLC | 1,468 | $219.8K | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 1,468 | $219.7K | 0.01% | +21+1.5% | Added |
| Passive Capital Management, LLC. | 1,462 | $218.9K | 0.08% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 1,459 | $218.4K | 0.03% | −45−3.0% | Reduced |
| Covestor Ltd | 1,457 | $218.0K | 0.14% | +789+118.1% | Added |
| Tobam | 1,449 | $217.0K | 0.04% | +780+116.6% | Added |
| Commerzbank Aktiengesellschaft | 1,443 | $217.0K | 0.01% | +1,443 | New |
| Portside Wealth Group, LLC | 1,449 | $217.0K | 0.04% | +1,449 | New |
| Guardian Capital Advisors LP | 1,475 | $216.5K | 0.02% | −50−3.3% | Reduced |
| Montag A & Associates Inc | 1,442 | $215.9K | 0.01% | −21,006−93.6% | Reduced |
| Caldwell Trust Co | 1,435 | $214.9K | 0.02% | −56−3.8% | Reduced |
| Marathon Capital Management | 1,434 | $214.7K | 0.05% | +1,434 | New |
| Edge Capital Group, LLC | 1,433 | $214.6K | 0.01% | +1,433 | New |
| Ethos Financial Group, LLC | 1,428 | $214.0K | 0.04% | +1,428 | New |
| TFB Advisors LLC | 1,429 | $214.0K | 0.06% | +1,429 | New |
| D.B. Root & Company, LLC | 1,427 | $213.7K | 0.07% | −80−5.3% | Reduced |
| Independent Financial Group, LLC | 1,426 | $213.5K | 0.01% | −376−20.9% | Reduced |
| Ameritas Advisory Services, LLC | 1,424 | $213.2K | 0.01% | −987−40.9% | Reduced |
| PFG Investments, LLC | 1,416 | $212.0K | 0.01% | −79−5.3% | Reduced |
| 44 Wealth Management LLC | 1,372 | $211.6K | 0.07% | +1,372 | New |
| Ariston Services Group | 1,412 | $211.4K | 0.18% | +1,412 | New |
| RVW Wealth, LLC | 1,404 | $210.2K | 0.02% | +1,404 | New |
| Sherbrooke Park Advisers LLC | 1,403 | $210.1K | 0.05% | −2,500−64.1% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 1,403 | $210.1K | 0.10% | −87−5.8% | Reduced |
| Heartwood Wealth Advisors LLC | 1,399 | $209.5K | 0.02% | −305−17.9% | Reduced |
| Skopos Labs, Inc. | 1,390 | $208.1K | 0.07% | +1,390 | New |
| Traveka Wealth, LLC | 1,389 | $207.9K | 0.11% | +1,389 | New |
| Sage Mountain Advisors LLC | 1,387 | $207.7K | 0.02% | −266−16.1% | Reduced |
| Human Investing LLC | 1,377 | $206.2K | 0.04% | +1,377 | New |
| Catalyst Financial Partners LLC | 1,374 | $205.7K | 0.04% | +1,374 | New |