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 |
|---|---|---|---|---|---|
| Hara Capital LLC | 2,565 | $384.1K | 0.24% | −60−2.3% | Reduced |
| Riverview Trust Co | 2,542 | $380.6K | 0.33% | +6+0.2% | Added |
| We Are One Seven, LLC | 2,531 | $379.0K | 0.02% | −475−15.8% | Reduced |
| Silvercrest Asset Management Group LLC | 2,527 | $378.4K | 0.00% | −100−3.8% | Reduced |
| Moneta Group Investment Advisors LLC | 2,521 | $377.5K | 0.01% | −116−4.4% | Reduced |
| Oxford Financial Group Ltd | 2,507 | $375.4K | 0.02% | −122−4.6% | Reduced |
| Parsons Capital Management Inc | 2,504 | $374.9K | 0.02% | −195−7.2% | Reduced |
| Clarius Group, LLC | 2,512 | $374.5K | 0.03% | −123−4.7% | Reduced |
| Modera Wealth Management, LLC | 2,461 | $368.4K | 0.00% | +41+1.7% | Added |
| Matrix Asset Advisors Inc | 2,414 | $361.4K | 0.04% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 2,410 | $360.8K | 0.02% | +2,410 | New |
| Trust Point Inc. | 2,409 | $360.7K | 0.03% | +18+0.8% | Added |
| Atlas Capital Advisors LLC | 2,387 | $357.4K | 0.05% | +434+22.2% | Added |
| Convergence Financial, LLC | 2,361 | $353.5K | 0.08% | −1,889−44.4% | Reduced |
| Howard Capital Management Inc. | 2,355 | $352.6K | 0.01% | +2,355 | New |
| Marcum Wealth, LLC | 2,332 | $349.2K | 0.03% | +37+1.6% | Added |
| Welch Group, LLC | 2,327 | $348.4K | 0.02% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 2,319 | $347.2K | 0.04% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,249 | $346.9K | 0.01% | +521+30.2% | Added |
| Viawealth, LLC | 2,299 | $344.2K | 0.20% | +4+0.2% | Added |
| Kovack Advisors, Inc. | 2,288 | $342.6K | 0.04% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 2,284 | $342.0K | 0.01% | +45+2.0% | Added |
| Larson Financial Group LLC | 2,278 | $341.1K | 0.02% | +1,202+111.7% | Added |
| Dorsey & Whitney Trust CO LLC | 2,259 | $338.2K | 0.02% | +331+17.2% | Added |
| WSFS Capital Management, LLC | 2,253 | $337.3K | 0.02% | −84−3.6% | Reduced |
| Shelton Capital Management | 2,253 | $337.3K | 0.01% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 2,247 | $336.4K | 0.01% | +10+0.4% | Added |
| Pallas Capital Advisors LLC | 2,194 | $336.3K | 0.01% | +2,194 | New |
| MQS Management LLC | 2,244 | $336.0K | 0.19% | −1,162−34.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 2,235 | $334.6K | 0.03% | −8−0.4% | Reduced |
| Fiduciary Trust Co | 2,232 | $334.2K | 0.00% | +35+1.6% | Added |
| Capula Management Ltd | 2,229 | $333.7K | 0.00% | +2,229 | New |
| Legacy Financial Advisors, Inc. | 2,224 | $333.1K | 0.06% | +259+13.2% | Added |
| GYL Financial Synergies, LLC | 2,221 | $332.6K | 0.03% | +12+0.5% | Added |
| Gateway Investment Advisers LLC | 2,215 | $331.7K | 0.00% | −13−0.6% | Reduced |
| James J. Burns & Company, LLC | 2,212 | $331.0K | 0.06% | 00.0% | Unchanged |
| Haverford Trust Co | 2,200 | $329.4K | 0.00% | −54−2.4% | Reduced |
| Philip James Wealth Mangement, LLC | 2,195 | $328.7K | 0.04% | +2,195 | New |
| TD Waterhouse Canada Inc. | 2,227 | $326.7K | 0.00% | −10−0.4% | Reduced |
| Systematic Alpha Investments, LLC | 2,181 | $326.6K | 0.01% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 2,174 | $325.5K | 0.01% | 00.0% | Unchanged |
| Kearns & Associates LLC | 2,170 | $324.9K | 0.21% | 00.0% | Unchanged |
| Sigma Planning Corp | 2,170 | $324.9K | 0.01% | +362+20.0% | Added |
| Gilliland Jeter Wealth Management LLC | 2,163 | $323.8K | 0.10% | +9+0.4% | Added |
| MBB Public Markets I LLC | 2,160 | $323.4K | 0.03% | −25,555−92.2% | Reduced |
| Stock Yards Bank & Trust Co | 2,130 | $318.9K | 0.01% | +83+4.1% | Added |
| Legacy Capital Wealth Partners, LLC | 2,122 | $317.7K | 0.06% | +125+6.3% | Added |
| Brophy Wealth Management, LLC | 2,121 | $317.6K | 0.11% | +2,121 | New |
| Fortress Wealth Group, LLC | 1,900 | $314.2K | 0.16% | 00.0% | Unchanged |
| Change Path, LLC | 2,087 | $312.5K | 0.01% | +298+16.7% | Added |
| Alhambra Investment Partners LLC | 2,070 | $309.9K | 0.16% | −58−2.7% | Reduced |
| Waterway Wealth Management, LLC | 2,070 | $309.9K | 0.13% | +2,070 | New |
| Steigerwald, Gordon & Koch Inc. | 2,060 | $308.4K | 0.03% | 00.0% | Unchanged |
| Carr Financial Group Corp | 2,058 | $308.2K | 0.09% | +8+0.4% | Added |
| Cornerstone Wealth Management, LLC | 2,054 | $307.5K | 0.02% | −491−19.3% | Reduced |
| Mount Vernon Associates Inc | 2,050 | $307.0K | 0.24% | −400−16.3% | Reduced |
| Dark Forest Capital Management LP | 2,042 | $305.7K | 0.04% | +2,042 | New |
| Occudo Quantitative Strategies LP | 2,040 | $305.4K | 0.06% | +2,040 | New |
| Flow State Investments, L.P. | 2,038 | $305.1K | 0.13% | −6,115−75.0% | Reduced |
| Foundations Investment Advisors, LLC | 2,024 | $303.1K | 0.01% | +258+14.6% | Added |
| Greenspring Advisors, LLC | 2,018 | $302.2K | 0.07% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 2,014 | $301.6K | 0.06% | +985+95.7% | Added |
| New Century Financial Group, LLC | 2,013 | $301.4K | 0.11% | +219+12.2% | Added |
| Proficio Capital Partners LLC | 2,012 | $301.3K | 0.03% | −348−14.7% | Reduced |
| Richardson Financial Services Inc. | 2,175 | $301.1K | 0.19% | 00.0% | Unchanged |
| 1776 Wealth LLC | 2,000 | $299.5K | 0.13% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 2,000 | $299.5K | 0.05% | 00.0% | Unchanged |
| ASB Consultores, LLC | 1,996 | $298.9K | 0.12% | +211+11.8% | Added |
| Chemistry Wealth Management LLC | 1,993 | $298.4K | 0.07% | +3+0.2% | Added |
| Marion Wealth Management | 1,993 | $298.4K | 0.08% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,988 | $297.7K | 0.02% | +25+1.3% | Added |
| Capital Investment Advisors, LLC | 1,982 | $296.7K | 0.01% | −1−0.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,976 | $295.9K | 0.04% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 1,973 | $295.4K | 0.07% | −271−12.1% | Reduced |
| Paragon Capital Management Ltd | 1,968 | $294.7K | 0.06% | +9+0.5% | Added |
| Opal Wealth Advisors, LLC | 1,964 | $294.1K | 0.09% | +207+11.8% | Added |
| Norden Group LLC | 1,959 | $293.3K | 0.03% | +1,959 | New |
| WMS Partners, LLC | 1,950 | $292.0K | 0.02% | −127−6.1% | Reduced |
| StoneX Group Inc. | 1,936 | $289.8K | 0.02% | +2+0.1% | Added |
| Simon Quick Advisors, LLC | 1,929 | $288.9K | 0.02% | +388+25.2% | Added |
| Schechter Investment Advisors, LLC | 1,928 | $288.7K | 0.02% | −59−3.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,927 | $288.6K | 0.02% | +82+4.4% | Added |
| Beese Fulmer Investment Management, Inc. | 1,925 | $288.2K | 0.02% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 1,919 | $287.4K | 0.02% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 1,919 | $287.3K | 0.08% | −38−1.9% | Reduced |
| Naples Global Advisors, LLC | 1,917 | $287.0K | 0.03% | −350−15.4% | Reduced |
| Pennsylvania Capital Management Inc | 1,915 | $286.7K | 0.10% | +1,915 | New |
| IHT Wealth Management, LLC | 1,914 | $286.1K | 0.01% | −224−10.5% | Reduced |
| Paragon Private Wealth Management, LLC | 1,909 | $285.8K | 0.14% | +199+11.6% | Added |
| Probity Advisors, Inc. | 1,895 | $283.7K | 0.05% | −52−2.7% | Reduced |
| Fundamentun, LLC | 1,890 | $283.0K | 0.02% | −2−0.1% | Reduced |
| Romano Brothers and Company | 1,875 | $280.7K | 0.03% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 1,790 | $280.5K | 0.08% | +4+0.2% | Added |
| Blue Barn Wealth, LLC | 1,850 | $277.0K | 0.14% | −15−0.8% | Reduced |
| PDS Planning, Inc | 1,841 | $275.7K | 0.02% | +37+2.1% | Added |
| Studio Investment Management LLC | 1,838 | $275.2K | 0.06% | +84+4.8% | Added |
| IFP Advisors, Inc | 1,834 | $275.0K | 0.01% | −431−19.0% | Reduced |
| Hancock Whitney Corp | 1,827 | $273.6K | 0.01% | −1−0.1% | Reduced |
| Quent Capital, LLC | 1,825 | $272.9K | 0.03% | −34−1.8% | Reduced |
| Cedrus LLC | 1,819 | $272.4K | 0.10% | +102+5.9% | Added |