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, Q4 2024
Institutional positions in Capital One Financial Corp as of Dec 31, 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
- 1,362
- +155 vs. Q3 2024
- Shares held
- 359.9M
- +13.4M (+3.9%) vs. Q3 2024
- Total value
- $64.0B
- +$12.1B (+23.3%) vs. Q3 2024
- New holders
- 236
- 460 more added
- Sold out
- 81
- 465 more reduced
22 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Capital One Financial Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 470 | $83.8K | 0.03% | +158+50.6% | Added |
| Y.D. More Investments Ltd | 474 | $84.5K | 0.01% | +262+123.6% | Added |
| MidAtlantic Capital Management, Inc. | 477 | $85.1K | 0.06% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 500 | $89.0K | 0.00% | −250−33.3% | Reduced |
| Country Trust Bank | 500 | $89.2K | 0.00% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 500 | $89.2K | 0.02% | 00.0% | Unchanged |
| Hemington Wealth Management | 511 | $91.0K | 0.02% | +46+9.9% | Added |
| Security National Bank | 520 | $92.7K | 0.01% | 00.0% | Unchanged |
| Putney Financial Group LLC | 555 | $99.0K | 0.09% | +555 | New |
| Mendota Financial Group, LLC | 560 | $99.9K | 0.06% | −18−3.1% | Reduced |
| Toth Financial Advisory Corp | 585 | $104.3K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 590 | $105.2K | 0.02% | +590 | New |
| CoreCap Advisors, LLC | 607 | $108.2K | 0.00% | +127+26.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 622 | $111.1K | 0.02% | +51+8.9% | Added |
| First Community Trust NA | 635 | $113.2K | 0.08% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 640 | $114.1K | 0.02% | +208+48.1% | Added |
| Anchor Investment Management, LLC | 653 | $116.4K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 665 | $118.6K | 0.04% | +10+1.5% | Added |
| First Command Advisory Services, Inc. | 681 | $121.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 711 | $127.0K | 0.08% | −746−51.2% | Reduced |
| Evermay Wealth Management LLC | 720 | $128.4K | 0.02% | −160−18.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 736 | $131.2K | 0.00% | −2−0.3% | Reduced |
| Monetary Management Group Inc | 750 | $133.7K | 0.03% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 757 | $135.0K | 0.08% | +757 | New |
| Addison Advisors LLC | 793 | $141.4K | 0.04% | +772+3,676.2% | Added |
| Bruce G. Allen Investments, LLC | 796 | $141.9K | 0.12% | +96+13.7% | Added |
| GHP Investment Advisors, Inc. | 810 | $144.4K | 0.01% | +3+0.4% | Added |
| Pacific Capital Wealth Advisors, Inc | 811 | $144.6K | 0.02% | −4−0.5% | Reduced |
| West Paces Advisors Inc. | 821 | $146.4K | 0.04% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 748 | $147.1K | 0.00% | +748 | New |
| Colonial Trust Co | 850 | $151.6K | 0.02% | +175+25.9% | Added |
| Hanson & Doremus Investment Management | 882 | $157.0K | 0.02% | +32+3.8% | Added |
| Tompkins Financial Corp | 911 | $162.4K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 926 | $165.0K | 0.07% | 00.0% | Unchanged |
| CKW Financial Group | 950 | $169.0K | 0.02% | −425−30.9% | Reduced |
| Grove Bank & Trust | 973 | $173.5K | 0.02% | +64+7.0% | Added |
| Salomon & Ludwin, LLC | 994 | $177.3K | 0.02% | −11−1.1% | Reduced |
| Rothschild Investment LLC | 999 | $178.1K | 0.01% | +26+2.7% | Added |
| Dunhill Financial, LLC | 1,024 | $182.7K | 0.08% | −111−9.8% | Reduced |
| State of Wyoming | 1,050 | $187.2K | 0.02% | +1,050 | New |
| Cary Street Partner Investment Advisory LLC | 1,086 | $193.7K | 0.13% | −6,663−86.0% | Reduced |
| Cromwell Holdings LLC | 1,095 | $195.3K | 0.11% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,117 | $199.1K | 0.13% | −13−1.2% | Reduced |
| Mather Group, LLC. | 1,121 | $199.9K | 0.00% | +15+1.4% | Added |
| Genesis Private Wealth, LLC | 1,122 | $200.1K | 0.11% | +1,122 | New |
| Roxbury Financial LLC | 1,048 | $201.4K | 0.19% | +1,048 | New |
| New Covenant Trust Company, N.A. | 1,138 | $202.5K | 0.20% | +1,138 | New |
| Main Street Research LLC | 1,137 | $202.8K | 0.01% | +1,137 | New |
| HBK Sorce Advisory LLC | 1,142 | $203.6K | 0.01% | +1,142 | New |
| Blueprint Investment Partners LLC | 1,142 | $203.7K | 0.03% | +1,142 | New |
| Philip James Wealth Mangement, LLC | 1,145 | $204.2K | 0.03% | −1,050−47.8% | Reduced |
| Peoples Bank | 1,145 | $204.2K | 0.14% | −100−8.0% | Reduced |
| Allianz SE | 1,150 | $204.6K | 0.01% | 00.0% | Unchanged |
| Helium Advisors LLC | 1,148 | $204.6K | 0.16% | +1,148 | New |
| MontVue Capital Management, Inc. | 1,157 | $206.3K | 0.16% | +1,157 | New |
| Agf Management Ltd | 1,161 | $207.0K | 0.00% | +1,161 | New |
| Deseret Mutual Benefit Administrators | 1,162 | $207.2K | 0.10% | −139−10.7% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,170 | $208.6K | 0.02% | +1,170 | New |
| Legacy Advisors, LLC | 1,173 | $209.2K | 0.02% | +1,173 | New |
| Valmark Advisers, Inc. | 1,179 | $210.2K | 0.00% | +1,179 | New |
| Magnus Financial Group LLC | 1,179 | $210.3K | 0.02% | +1,179 | New |
| Sigma Planning Corp | 1,180 | $210.4K | 0.01% | −990−45.6% | Reduced |
| Cutter & CO Brokerage, Inc. | 1,185 | $211.4K | 0.05% | +1,185 | New |
| Venturi Wealth Management, LLC | 1,189 | $212.0K | 0.01% | +170+16.7% | Added |
| Farmers National Bank | 1,190 | $212.2K | 0.06% | +1,190 | New |
| Walkner Condon Financial Advisors LLC | 1,192 | $212.6K | 0.04% | +1,192 | New |
| Benin Management CORP | 1,197 | $213.4K | 0.06% | +1,197 | New |
| Camelot Portfolios, LLC | 1,200 | $214.0K | 0.23% | +1,200 | New |
| D'Orazio & Associates, Inc. | 1,202 | $214.3K | 0.03% | +1,202 | New |
| Sage Mountain Advisors LLC | 1,202 | $214.4K | 0.02% | −185−13.3% | Reduced |
| Crown Wealth Group, LLC | 1,206 | $215.1K | 0.09% | +1,206 | New |
| Cornerstone Wealth Group, LLC | 1,209 | $215.5K | 0.02% | +1,209 | New |
| Turning Point Benefit Group, Inc. | 1,201 | $216.6K | 0.21% | +1,201 | New |
| Diversify Wealth Management, LLC | 1,246 | $218.4K | 0.02% | +1,246 | New |
| Dover Advisors, LLC | 1,229 | $219.2K | 0.13% | +1,229 | New |
| Old Port Advisors | 1,232 | $219.7K | 0.06% | +1,232 | New |
| LJI Wealth Management, LLC | 1,233 | $219.9K | 0.04% | +1,233 | New |
| Tobam | 1,236 | $220.0K | 0.07% | −213−14.7% | Reduced |
| LifePlan Financial, LLC | 1,236 | $220.4K | 0.19% | +1,236 | New |
| Fort Washington Investment Advisors Inc | 1,241 | $221.3K | 0.00% | +1,241 | New |
| Chesapeake Wealth Management | 1,245 | $222.0K | 0.08% | +1,245 | New |
| Requisite Capital Management, LLC | 1,252 | $223.3K | 0.05% | +1,252 | New |
| Flagship Harbor Advisors, LLC | 1,255 | $223.9K | 0.01% | +1,255 | New |
| Capital Advisors, Ltd. LLC | 1,254 | $224.0K | 0.03% | −1−0.1% | Reduced |
| Quantum Private Wealth, LLC | 1,259 | $224.5K | 0.07% | +1,259 | New |
| Leonteq Securities AG | 1,266 | $225.8K | 0.02% | +938+286.0% | Added |
| Williams Jones Wealth Management, LLC. | 1,274 | $227.2K | 0.00% | +1,274 | New |
| 44 Wealth Management LLC | 1,276 | $227.5K | 0.09% | −96−7.0% | Reduced |
| Alta Advisers Ltd | 1,279 | $228.1K | 0.14% | +179+16.3% | Added |
| Twin Peaks Wealth Advisors, LLC | 1,282 | $228.6K | 0.10% | −121−8.6% | Reduced |
| Blackhawk Capital Partners LLC. | 1,285 | $229.1K | 0.12% | −255−16.6% | Reduced |
| Heritage Wealth Advisors | 1,285 | $229.1K | 0.01% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 1,288 | $229.6K | 0.06% | +1,288 | New |
| Nikulski Financial, Inc. | 1,290 | $230.0K | 0.07% | +1,290 | New |
| Advisors Capital Management, LLC | 1,290 | $230.0K | 0.00% | +1,290 | New |
| Financial Management Professionals, Inc. | 1,295 | $230.9K | 0.03% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 1,295 | $230.9K | 0.03% | +1,295 | New |
| Level Four Advisory Services, LLC | 1,296 | $231.1K | 0.01% | +1,296 | New |
| Wealthcare Advisory Partners LLC | 1,303 | $232.4K | 0.01% | +1,303 | New |
| MCF Advisors LLC | 1,308 | $233.2K | 0.02% | −4−0.3% | Reduced |