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
- 1,228
- +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 | 2,130 | $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 |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 17,647 | $2.64M | 0.01% | +1,444+8.9% | Added |
| DF Dent & Co Inc | 17,375 | $2.60M | 0.03% | 00.0% | Unchanged |
| TrimTabs Asset Management, LLC | 17,324 | $2.59M | 0.60% | +17,324 | New |
| Cantor Fitzgerald Investment Adviser L.P. | 17,324 | $2.59M | 0.18% | −119−0.7% | Reduced |
| Balyasny Asset Management LLC | 17,257 | $2.58M | 0.01% | −47,885−73.5% | Reduced |
| Swiss Life Asset Management Ltd | 17,138 | $2.56M | 0.03% | −5,846−25.4% | Reduced |
| Torno Capital, LLC | 17,000 | $2.55M | 3.30% | +17,000 | New |
| CIBC Private Wealth Group, LLC | 16,934 | $2.54M | 0.00% | +708+4.4% | Added |
| Metis Global Partners, LLC | 16,849 | $2.52M | 0.08% | +89+0.5% | Added |
| River Wealth Advisors LLC | 16,843 | $2.52M | 0.34% | −1,072−6.0% | Reduced |
| Symmetry Investments LP | 16,800 | $2.52M | 0.53% | +2,300+15.9% | Added |
| TownSquare Capital, LLC | 16,704 | $2.50M | 0.03% | +2,032+13.8% | Added |
| Vident Advisory, LLC | 16,650 | $2.49M | 0.06% | −15,510−48.2% | Reduced |
| FineMark National Bank & Trust | 16,502 | $2.47M | 0.09% | 00.0% | Unchanged |
| Simplex Trading, LLC | 16,468 | $2.46M | 0.08% | +16,468 | New |
| Jefferies Financial Group Inc. | 16,459 | $2.46M | 0.04% | +7,959+93.6% | Added |
| Clearstead Advisors, LLC | 16,436 | $2.46M | 0.04% | +215+1.3% | Added |
| Garrett Investment Advisors LLC | 16,374 | $2.45M | 0.25% | +579+3.7% | Added |
| Vontobel Holding Ltd. | 16,299 | $2.44M | 0.01% | +562+3.6% | Added |
| NEOS Investment Management LLC | 16,291 | $2.44M | 0.07% | +3,248+24.9% | Added |
| Tiaa Trust, National Association | 16,143 | $2.42M | 0.01% | −483−2.9% | Reduced |
| Norinchukin Bank, The | 15,941 | $2.39M | 0.06% | +2,366+17.4% | Added |
| 1832 Asset Management L.P. | 15,872 | $2.38M | 0.00% | −3,364−17.5% | Reduced |
| YHB Investment Advisors, Inc. | 15,757 | $2.36M | 0.20% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 15,698 | $2.35M | 0.06% | −6,865−30.4% | Reduced |
| Gabelli Funds LLC | 15,650 | $2.34M | 0.02% | +200+1.3% | Added |
| Stephens Inc | 15,633 | $2.34M | 0.03% | +332+2.2% | Added |
| G&S Capital LLC | 15,603 | $2.34M | 0.98% | +164+1.1% | Added |
| Brinker Capital Investments, LLC | 15,584 | $2.33M | 0.02% | +644+4.3% | Added |
| Orion Portfolio Solutions, LLC | 15,584 | $2.33M | 0.02% | +644+4.3% | Added |
| Veriti Management LLC | 15,528 | $2.33M | 0.12% | +268+1.8% | Added |
| AdvisorNet Financial, Inc | 15,440 | $2.31M | 0.17% | +701+4.8% | Added |
| Pinnacle Associates Ltd | 17,609 | $2.31M | 0.04% | +1,129+6.9% | Added |
| Mint Tower Capital Management B.V. | 15,288 | $2.29M | 0.77% | +12,095+378.8% | Added |
| Quest Partners LLC | 15,079 | $2.26M | 0.20% | +7,145+90.1% | Added |
| Round Rock Advisors, LLC | 15,073 | $2.26M | 0.53% | −165−1.1% | Reduced |
| Ieq Capital, LLC | 15,058 | $2.25M | 0.03% | +3,164+26.6% | Added |
| Hudson Canyon Capital Management | 15,000 | $2.25M | 1.45% | +1,093+7.9% | Added |
| Horizon Investments, LLC | 14,949 | $2.24M | 0.06% | +39+0.3% | Added |
| Aviance Capital Partners, LLC | 14,788 | $2.21M | 0.29% | +1,772+13.6% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 14,774 | $2.21M | 0.08% | +14,774 | New |
| Flputnam Investment Management Co | 14,607 | $2.19M | 0.04% | −3,238−18.1% | Reduced |
| Entropy Technologies, LP | 14,511 | $2.17M | 0.23% | +11,135+329.8% | Added |
| Associated Banc-Corp | 14,151 | $2.12M | 0.06% | −60.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 14,010 | $2.10M | 0.05% | +14,010 | New |
| Y-Intercept (Hong Kong) Ltd | 13,959 | $2.09M | 0.13% | +1,149+9.0% | Added |
| Pinnacle Financial Partners Inc | 13,777 | $2.06M | 0.04% | −90,213−86.8% | Reduced |
| Bridgeway Capital Management, LLC | 13,700 | $2.05M | 0.04% | −200−1.4% | Reduced |
| IMA Wealth, Inc. | 13,534 | $2.03M | 0.44% | −93−0.7% | Reduced |
| Empirical Finance, LLC | 13,523 | $2.02M | 0.12% | +259+2.0% | Added |
| United Capital Financial Advisers, LLC | 13,480 | $2.02M | 0.02% | −410−3.0% | Reduced |
| Omers Administration Corp | 13,273 | $1.99M | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 13,088 | $1.96M | 0.06% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 12,926 | $1.94M | 0.47% | +163+1.3% | Added |
| Everence Capital Management Inc | 12,880 | $1.93M | 0.12% | 00.0% | Unchanged |
| Legato Capital Management LLC | 12,826 | $1.92M | 0.24% | −2,393−15.7% | Reduced |
| Vista Investment Management | 12,789 | $1.91M | 0.72% | −499−3.8% | Reduced |
| Guggenheim Capital LLC | 12,743 | $1.91M | 0.01% | −28,372−69.0% | Reduced |
| Atria Wealth Solutions, Inc. | 12,688 | $1.90M | 0.02% | −802−5.9% | Reduced |
| Investment Management Corp of Ontario | 12,653 | $1.89M | 0.04% | +4,000+46.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 12,640 | $1.89M | 0.07% | +62+0.5% | Added |
| Transcend Wealth Collective, LLC | 12,588 | $1.88M | 0.13% | −196−1.5% | Reduced |
| Meeder Advisory Services, Inc. | 12,284 | $1.84M | 0.12% | −228−1.8% | Reduced |
| Baldwin Investment Management, LLC | 12,215 | $1.83M | 0.23% | +70+0.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 12,103 | $1.81M | 0.04% | −57−0.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 11,731 | $1.76M | 0.02% | −235−2.0% | Reduced |
| Dumont & Blake Investment Advisors LLC | 11,475 | $1.72M | 0.46% | −11,721−50.5% | Reduced |
| Transform Wealth, LLC | 11,474 | $1.72M | 0.11% | −382−3.2% | Reduced |
| Culbertson A N & Co Inc | 11,460 | $1.72M | 0.28% | +760+7.1% | Added |
| 17 Capital Partners, LLC | 11,424 | $1.71M | 1.11% | −739−6.1% | Reduced |
| Raymond James Trust N.A. | 11,327 | $1.70M | 0.04% | +345+3.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,306 | $1.69M | 0.12% | −1,018−8.3% | Reduced |
| Rehmann Capital Advisory Group | 11,261 | $1.69M | 0.11% | −453−3.9% | Reduced |
| Shell Asset Management Co | 11,250 | $1.68M | 0.07% | +11,250 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 11,206 | $1.68M | 0.47% | −6−0.1% | Reduced |
| Ritholtz Wealth Management | 11,189 | $1.68M | 0.05% | +46+0.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 11,162 | $1.67M | 0.04% | +3,000+36.8% | Added |
| Vectors Research Management, LLC | 11,110 | $1.66M | 0.50% | +93+0.8% | Added |
| CWA Asset Management Group, LLC | 11,016 | $1.65M | 0.09% | +11,016 | New |
| Evercore Wealth Management, LLC | 10,963 | $1.64M | 0.02% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 10,962 | $1.64M | 0.03% | +10,962 | New |
| Convergence Investment Partners, LLC | 10,928 | $1.64M | 0.44% | −54−0.5% | Reduced |
| Somerset Trust Co | 10,870 | $1.63M | 0.61% | −45−0.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 10,864 | $1.63M | 0.01% | +10,864 | New |
| Tokio Marine Asset Management Co Ltd | 10,808 | $1.62M | 0.07% | +848+8.5% | Added |
| Two Sigma Securities, LLC | 10,648 | $1.59M | 0.13% | +7,552+243.9% | Added |
| Dynamic Advisor Solutions LLC | 10,604 | $1.59M | 0.05% | −842−7.4% | Reduced |
| Bridges Investment Management Inc | 10,490 | $1.57M | 0.02% | −305−2.8% | Reduced |
| Advisory Services Network, LLC | 11,344 | $1.57M | 0.03% | 00.0% | Unchanged |
| Greenleaf Trust | 10,485 | $1.57M | 0.01% | +300+2.9% | Added |
| Courier Capital LLC | 10,474 | $1.57M | 0.11% | −16−0.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 10,470 | $1.57M | 0.05% | −1,205−10.3% | Reduced |
| Principal Securities, Inc. | 10,460 | $1.57M | 0.04% | +1,229+13.3% | Added |
| Cassaday & Co Wealth Management LLC | 10,390 | $1.56M | 0.04% | −51−0.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 10,361 | $1.55M | 0.11% | +8+0.1% | Added |
| Wealth Advisors of Tampa Bay, LLC | 10,313 | $1.54M | 0.64% | −35−0.3% | Reduced |
| Peapack Gladstone Financial Corp | 10,301 | $1.54M | 0.02% | −366−3.4% | Reduced |
| Gotham Asset Management, LLC | 10,227 | $1.53M | 0.02% | −660−6.1% | Reduced |
| Morningstar Investment Management LLC | 9,760 | $1.53M | 0.15% | −5,457−35.9% | Reduced |
| HB Wealth Management, LLC | 10,161 | $1.52M | 0.02% | +562+5.9% | Added |