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 |
|---|---|---|---|---|---|
| Frank, Rimerman Advisors LLC | 3,668 | $549.2K | 0.04% | −112−3.0% | Reduced |
| Qtron Investments LLC | 3,662 | $548.3K | 0.07% | −1,149−23.9% | Reduced |
| Stonegate Investment Group, LLC | 3,626 | $542.9K | 0.01% | +94+2.7% | Added |
| Landscape Capital Management, L.L.C. | 3,571 | $534.7K | 0.05% | −17,223−82.8% | Reduced |
| Umb Bank N A | 3,567 | $534.1K | 0.01% | −647−15.4% | Reduced |
| Harbor Investment Advisory, LLC | 3,560 | $533.0K | 0.05% | −51−1.4% | Reduced |
| Harvest Fund Management Co., Ltd | 3,519 | $527.0K | 0.03% | +2,146+156.3% | Added |
| Personal Cfo Solutions, LLC | 3,519 | $526.9K | 0.07% | +71+2.1% | Added |
| Franklin Street Advisors Inc | 3,510 | $526.0K | 0.04% | −278−7.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 3,500 | $524.1K | 0.06% | +3,500 | New |
| Venture Visionary Partners LLC | 3,497 | $523.7K | 0.02% | −33−0.9% | Reduced |
| Kinneret Advisory, LLC | 3,469 | $519.4K | 0.05% | −46−1.3% | Reduced |
| Aigen Investment Management, LP | 3,453 | $517.0K | 0.10% | +3,453 | New |
| Concentric Wealth Management, LLC | 3,434 | $514.2K | 0.13% | 00.0% | Unchanged |
| St Germain D J Co Inc | 3,416 | $511.5K | 0.02% | −125−3.5% | Reduced |
| AlTi Global, Inc. | 3,411 | $510.7K | 0.01% | +468+15.9% | Added |
| Americana Partners, LLC | 3,364 | $503.7K | 0.03% | 00.0% | Unchanged |
| Wright Investors Service Inc | 3,351 | $501.7K | 0.13% | −68−2.0% | Reduced |
| Csenge Advisory Group | 3,222 | $501.5K | 0.03% | −138−4.1% | Reduced |
| Verdence Capital Advisors LLC | 3,343 | $500.5K | 0.04% | −136−3.9% | Reduced |
| Kathmere Capital Management, LLC | 3,343 | $500.5K | 0.05% | +277+9.0% | Added |
| Permanens Capital L.P. | 3,339 | $499.9K | 0.10% | +3,339 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3,336 | $499.5K | 0.12% | 00.0% | Unchanged |
| First National Trust Co | 3,322 | $497.4K | 0.02% | −11−0.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,316 | $496.5K | 0.00% | −21,202−86.5% | Reduced |
| Fulton Bank, N.A. | 3,312 | $495.9K | 0.02% | −264−7.4% | Reduced |
| Central Trust Co | 3,290 | $492.6K | 0.01% | −633−16.1% | Reduced |
| Everpar Advisors LLC | 3,289 | $492.5K | 0.25% | −596−15.3% | Reduced |
| Bank of Stockton | 3,238 | $484.8K | 0.15% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 3,235 | $484.4K | 0.19% | −612−15.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 3,230 | $483.6K | 0.29% | +3,230 | New |
| Diversified Investment Strategies, LLC | 3,227 | $483.2K | 0.32% | 00.0% | Unchanged |
| Callan Family Office, LLC | 3,200 | $479.1K | 0.08% | +890+38.5% | Added |
| Ingalls & Snyder LLC | 3,190 | $478.0K | 0.02% | 00.0% | Unchanged |
| Conning Inc. | 3,187 | $477.2K | 0.02% | −36−1.1% | Reduced |
| Crestline Management, LP | 3,173 | $475.1K | 0.03% | +3,173 | New |
| Epoch Investment Partners, Inc. | 3,171 | $474.8K | 0.00% | −69−2.1% | Reduced |
| Atlantic Union Bankshares Corp | 3,162 | $473.4K | 0.03% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,159 | $473.0K | 0.02% | −60−1.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,156 | $472.5K | 0.06% | +60+1.9% | Added |
| Empower Advisory Group, LLC | 3,144 | $470.8K | 0.00% | −442−12.3% | Reduced |
| Great Valley Advisor Group, Inc. | 3,116 | $466.6K | 0.01% | +382+14.0% | Added |
| tru Independence LLC | 3,105 | $464.9K | 0.14% | +14+0.5% | Added |
| Global Trust Asset Management, LLC | 3,093 | $463.0K | 0.17% | −82−2.6% | Reduced |
| Gryphon Financial Partners LLC | 3,070 | $459.7K | 0.06% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 3,068 | $459.4K | 0.01% | +217+7.6% | Added |
| Financial Security Advisor, Inc. | 3,059 | $458.0K | 0.11% | 00.0% | Unchanged |
| Willis Investment Counsel | 3,041 | $455.3K | 0.03% | +3,041 | New |
| Checchi Capital Advisers, LLC | 3,040 | $455.2K | 0.03% | 00.0% | Unchanged |
| First PREMIER Bank | 3,039 | $455.0K | 0.11% | −1,350−30.8% | Reduced |
| Ronald Blue Trust, Inc. | 3,278 | $453.9K | 0.01% | +1,684+105.6% | Added |
| LRI Investments, LLC | 2,460 | $450.3K | 0.04% | +100+4.2% | Added |
| Hartford Financial Management Inc. | 3,000 | $449.2K | 0.09% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 3,000 | $449.2K | 0.35% | 00.0% | Unchanged |
| Busey Wealth Management | 2,972 | $445.0K | 0.01% | −296−9.1% | Reduced |
| Jacobi Capital Management LLC | 2,962 | $443.4K | 0.03% | +13+0.4% | Added |
| RWC Asset Management LLP | 2,956 | $442.6K | 0.03% | −938−24.1% | Reduced |
| ProVise Management Group, LLC | 2,950 | $441.7K | 0.03% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 2,939 | $440.0K | 0.12% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,932 | $438.9K | 0.02% | +2,110+256.7% | Added |
| NBC Securities, Inc. | 2,923 | $437.0K | 0.04% | −39−1.3% | Reduced |
| Achmea Investment Management B.V. | 2,916 | $436.0K | 0.01% | −4,667−61.5% | Reduced |
| Choate Investment Advisors | 2,908 | $435.4K | 0.01% | +804+38.2% | Added |
| Crestwood Advisors Group LLC | 2,903 | $434.7K | 0.01% | +84+3.0% | Added |
| Cambria Investment Management, L.P. | 2,896 | $433.6K | 0.03% | −24−0.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 2,884 | $432.0K | 0.05% | +2,884 | New |
| Aaron Wealth Advisors | 2,882 | $431.5K | 0.05% | +825+40.1% | Added |
| KG&L Capital Management,LLC | 2,874 | $430.4K | 0.14% | +204+7.6% | Added |
| Circle Wealth Management, LLC | 2,868 | $429.5K | 0.01% | −150−5.0% | Reduced |
| Gamco Investors, Inc. Et Al | 2,866 | $429.1K | 0.00% | +2,866 | New |
| Platform Technology Partners | 2,841 | $425.4K | 0.13% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 2,840 | $425.2K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,837 | $424.8K | 0.01% | +2,837 | New |
| Acropolis Investment Management, LLC | 2,833 | $424.2K | 0.03% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 2,826 | $423.2K | 0.01% | −535−15.9% | Reduced |
| Global Retirement Partners, LLC | 2,804 | $419.9K | 0.01% | +136+5.1% | Added |
| NewEdge Wealth, LLC | 2,799 | $419.1K | 0.01% | +1,277+83.9% | Added |
| Insigneo Advisory Services, LLC | 2,778 | $415.9K | 0.04% | +190+7.3% | Added |
| Zullo Investment Group, Inc. | 2,757 | $412.9K | 0.17% | −23−0.8% | Reduced |
| Prossimo Advisors, LLC | 2,735 | $410.0K | 0.30% | +65+2.4% | Added |
| XML Financial, LLC | 2,736 | $409.7K | 0.04% | −24−0.9% | Reduced |
| Pointe Capital Management LLC | 2,736 | $409.7K | 0.24% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 2,624 | $409.4K | 0.02% | +2,624 | New |
| Verus Financial Partners, Inc. | 2,771 | $406.8K | 0.04% | +4+0.1% | Added |
| Smith Chas P & Associates Pa Cpas | 2,703 | $404.7K | 0.02% | −54−2.0% | Reduced |
| Golden State Equity Partners | 2,679 | $401.1K | 0.06% | +1,152+75.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,669 | $399.6K | 0.06% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,668 | $399.5K | 0.01% | +247+10.2% | Added |
| Manchester Capital Management LLC | 2,664 | $398.8K | 0.05% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 2,663 | $398.6K | 0.01% | +99+3.9% | Added |
| Vise Technologies, Inc. | 2,658 | $398.0K | 0.05% | +2,658 | New |
| Sutton Place Investors LLC | 2,658 | $398.0K | 0.24% | +26+1.0% | Added |
| FFT Wealth Management LLC | 2,655 | $397.6K | 0.03% | +26+1.0% | Added |
| Western Pacific Wealth Management, LP | 2,655 | $397.5K | 0.26% | 00.0% | Unchanged |
| Aspiriant, LLC | 2,643 | $395.7K | 0.02% | −266−9.1% | Reduced |
| EP Wealth Advisors, LLC | 2,611 | $391.0K | 0.00% | +2,611 | New |
| Montecito Bank & Trust | 2,601 | $389.4K | 0.07% | −96−3.6% | Reduced |
| 626 Financial, LLC | 2,591 | $388.0K | 0.21% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 2,591 | $387.9K | 0.01% | −518−16.7% | Reduced |
| Sunflower Bank, N.A. | 2,580 | $386.3K | 0.11% | −25−1.0% | Reduced |