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 |
|---|---|---|---|---|---|
| GenTrust, LLC | 5,925 | $887.1K | 0.04% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5,871 | $879.1K | 0.09% | +1,259+27.3% | Added |
| Jeppson Wealth Management, LLC | 5,857 | $876.9K | 0.31% | −45−0.8% | Reduced |
| EPG Wealth Management LLC | 5,832 | $873.3K | 0.22% | +5,832 | Added |
| Atomi Financial Group, Inc. | 5,773 | $864.3K | 0.05% | −19,907−77.5% | Reduced |
| Equitable Trust Co | 5,771 | $864.1K | 0.06% | +961+20.0% | Added |
| Graypoint LLC | 5,690 | $852.0K | 0.05% | +211+3.9% | Added |
| Central Pacific Bank - Trust Division | 5,650 | $846.0K | 0.11% | 00.0% | Unchanged |
| Cooper Financial Group | 5,616 | $841.0K | 0.11% | +3,199+132.4% | Added |
| William B. Walkup & Associates, Inc. | 5,598 | $838.3K | 0.52% | −9−0.2% | Reduced |
| Clear Harbor Asset Management, LLC | 5,574 | $834.6K | 0.07% | +1,885+51.1% | Added |
| Sebold Capital Management, Inc. | 5,557 | $832.1K | 0.55% | −627−10.1% | Reduced |
| Advisors Asset Management, Inc. | 5,555 | $831.8K | 0.02% | +557+11.1% | Added |
| Ashton Thomas Private Wealth, LLC | 5,533 | $828.5K | 0.04% | −75−1.3% | Reduced |
| Wedmont Private Capital | 5,444 | $827.5K | 0.05% | +82+1.5% | Added |
| Plato Investment Management Ltd | 5,519 | $825.5K | 0.07% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 5,500 | $823.5K | 0.03% | −500−8.3% | Reduced |
| RFG Advisory, LLC | 5,481 | $820.7K | 0.02% | +138+2.6% | Added |
| Nebula Research & Development LLC | 5,472 | $819.3K | 0.10% | +5,472 | New |
| Meridian Financial Partners LLC | 5,459 | $817.0K | 0.41% | −25−0.5% | Reduced |
| Aptus Capital Advisors, LLC | 5,426 | $812.4K | 0.01% | +658+13.8% | Added |
| My Legacy Advisors, LLC | 5,391 | $807.2K | 0.32% | +110+2.1% | Added |
| Northern Financial Advisors Inc | 5,368 | $803.8K | 0.61% | −7−0.1% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 5,797 | $802.6K | 0.30% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 5,358 | $802.3K | 0.02% | +310+6.1% | Added |
| Lowe Brockenbrough & Co Inc | 5,338 | $799.3K | 0.05% | −1,459−21.5% | Reduced |
| MAI Capital Management | 5,324 | $797.2K | 0.01% | −6,134−53.5% | Reduced |
| Prosperity Consulting Group, LLC | 5,320 | $796.6K | 0.06% | +5,320 | New |
| Lindbrook Capital, LLC | 5,295 | $792.8K | 0.07% | +35+0.7% | Added |
| Valeo Financial Advisors, LLC | 5,263 | $788.0K | 0.02% | −212−3.9% | Reduced |
| E. Ohman J:or Asset Management AB | 5,250 | $786.1K | 0.02% | −1,450−21.6% | Reduced |
| Hilltop National Bank | 5,239 | $784.4K | 0.24% | −246−4.5% | Reduced |
| Bank & Trust Co | 5,229 | $782.9K | 0.64% | 00.0% | Unchanged |
| Peloton Wealth Strategists | 5,195 | $778.0K | 0.31% | +5,195 | New |
| Quadrant Capital Group LLC | 5,193 | $777.5K | 0.05% | −43−0.8% | Reduced |
| Forum Financial Management, LP | 5,191 | $777.3K | 0.01% | −20.0% | Reduced |
| Bank Ozk | 5,149 | $771.0K | 0.32% | −20−0.4% | Reduced |
| Steel Peak Wealth Management LLC | 5,134 | $768.7K | 0.03% | −57−1.1% | Reduced |
| Carnegie Lake Advisors LLC | 5,100 | $764.0K | 0.30% | +5,100 | New |
| Glenview Trust Co | 5,090 | $762.1K | 0.01% | −921−15.3% | Reduced |
| Integrated Investment Consultants, LLC | 5,072 | $759.4K | 0.17% | +1,669+49.0% | Added |
| Wealthspire Advisors, LLC | 5,061 | $757.8K | 0.01% | −80−1.6% | Reduced |
| Prospera Financial Services Inc | 4,992 | $748.8K | 0.02% | +440+9.7% | Added |
| Supplemental Annuity Collective Trust of NJ | 5,000 | $748.6K | 0.22% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 4,945 | $740.4K | 0.30% | −47−0.9% | Reduced |
| City Holding Co | 4,945 | $740.4K | 0.10% | +150+3.1% | Added |
| Uncommon Cents Investing LLC | 4,935 | $738.9K | 0.21% | +305+6.6% | Added |
| Spire Wealth Management | 4,892 | $732.4K | 0.02% | +355+7.8% | Added |
| Keybank National Association | 4,779 | $715.6K | 0.00% | +546+12.9% | Added |
| Continuum Advisory, LLC | 3,909 | $715.3K | 0.09% | +319+8.9% | Added |
| Stony Point Wealth Management Inc. | 4,747 | $710.7K | 0.30% | +18+0.4% | Added |
| Capital International Sarl | 4,718 | $706.4K | 0.02% | +2,015+74.5% | Added |
| Quotient Wealth Partners, LLC | 4,711 | $705.4K | 0.02% | −69−1.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,710 | $705.2K | 0.01% | −1,980−29.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,708 | $704.9K | 0.04% | +558+13.4% | Added |
| Smartleaf Asset Management LLC | 4,716 | $703.2K | 0.09% | +1,050+28.6% | Added |
| Neville Rodie & Shaw Inc | 4,565 | $684.0K | 0.05% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 4,552 | $681.6K | 0.05% | +2,500+121.8% | Added |
| Caisse de Depot Et Placement du Quebec | 4,500 | $673.8K | 0.00% | −22,750−83.5% | Reduced |
| Sky Investment Group LLC | 4,479 | $670.6K | 0.12% | −11−0.2% | Reduced |
| Trust Asset Management LLC | 4,466 | $668.7K | 0.05% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 4,448 | $666.0K | 0.05% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 4,419 | $661.7K | 0.05% | +16+0.4% | Added |
| Aspen Wealth Strategies, LLC | 4,377 | $655.4K | 0.42% | −95−2.1% | Reduced |
| Evergreen Capital Management LLC | 4,362 | $653.1K | 0.02% | +79+1.8% | Added |
| Brookstone Capital Management | 4,354 | $651.9K | 0.01% | +173+4.1% | Added |
| Valley National Advisers Inc | 4,339 | $649.0K | 0.12% | −11,418−72.5% | Reduced |
| Soltis Investment Advisors LLC | 4,324 | $647.5K | 0.06% | +245+6.0% | Added |
| Baker Tilly Wealth Management, LLC | 4,324 | $647.4K | 0.29% | +1,289+42.5% | Added |
| Angeles Investment Advisors, LLC | 4,311 | $645.5K | 0.03% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 4,303 | $644.5K | 0.04% | −17−0.4% | Reduced |
| Sumitomo Life Insurance Co | 4,282 | $641.1K | 0.01% | +44+1.0% | Added |
| Prio Wealth Limited Partnership | 4,239 | $634.7K | 0.02% | −2,325−35.4% | Reduced |
| Promethium Advisors,llc | 4,236 | $634.2K | 0.45% | +4,236 | New |
| South State Corp. | 4,232 | $633.7K | 0.04% | −68−1.6% | Reduced |
| Summit Financial, LLC | 4,162 | $623.2K | 0.02% | −278−6.3% | Reduced |
| Bryn Mawr Trust Co | 4,134 | $619.0K | 0.01% | +4,134 | New |
| Parkside Financial Bank & Trust | 4,125 | $617.6K | 0.09% | +5+0.1% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 4,122 | $617.2K | 0.12% | +4,122 | New |
| Armstrong Advisory Group, Inc | 4,119 | $616.7K | 0.05% | −41−1.0% | Reduced |
| Siemens Fonds Invest GmbH | 4,127 | $616.4K | 0.05% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 4,116 | $616.3K | 0.04% | −159−3.7% | Reduced |
| Sweet Financial Partners, LLC | 4,030 | $603.4K | 0.13% | 00.0% | Unchanged |
| Wedbush Securities Inc | 4,013 | $601.0K | 0.02% | −10,297−72.0% | Reduced |
| RMR Wealth Builders | 4,000 | $598.9K | 0.06% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 3,977 | $595.5K | 0.03% | −38−0.9% | Reduced |
| Premier Path Wealth Partners, LLC | 3,938 | $589.6K | 0.09% | +305+8.4% | Added |
| Ballentine Partners, LLC | 3,935 | $589.2K | 0.01% | +601+18.0% | Added |
| Cigna Investments Inc | 3,934 | $589.0K | 0.10% | −37−0.9% | Reduced |
| Syon Capital LLC | 3,896 | $583.4K | 0.05% | −57−1.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 3,885 | $581.7K | 0.11% | −75−1.9% | Reduced |
| NorthRock Partners, LLC | 3,877 | $580.4K | 0.02% | −120−3.0% | Reduced |
| Ameritas Investment Partners, Inc. | 3,868 | $579.2K | 0.02% | −153−3.8% | Reduced |
| Richwood Investment Advisors, LLC | 3,861 | $578.1K | 0.48% | −145−3.6% | Reduced |
| FIL Ltd | 3,839 | $574.8K | 0.00% | +421+12.3% | Added |
| Joule Financial, LLC | 3,789 | $567.3K | 0.21% | −93−2.4% | Reduced |
| Whittier Trust Co | 3,776 | $565.4K | 0.01% | +50+1.3% | Added |
| Fidelis Capital Partners, LLC | 3,665 | $565.3K | 0.07% | +243+7.1% | Added |
| Moors & Cabot, Inc. | 3,724 | $557.6K | 0.03% | +9+0.2% | Added |
| National Asset Management, Inc. | 3,707 | $551.6K | 0.02% | −403−9.8% | Reduced |