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 |
|---|---|---|---|---|---|
| Keudell/Morrison Wealth Management | 1,317 | $234.8K | 0.06% | +1,317 | New |
| Medallion Wealth Advisors, LLC | 1,320 | $235.7K | 0.12% | +1,320 | New |
| Applied Capital LLC | 1,329 | $237.0K | 0.19% | +1,329 | New |
| Centurion Wealth Management LLC | 1,330 | $237.2K | 0.07% | +1,330 | New |
| Smithfield Trust Co | 1,334 | $238.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,343 | $239.5K | 0.01% | −11−0.8% | Reduced |
| Human Investing LLC | 1,344 | $239.7K | 0.04% | −33−2.4% | Reduced |
| Humankind Investments LLC | 1,349 | $240.6K | 0.06% | −358−21.0% | Reduced |
| Johnson Investment Counsel Inc | 1,356 | $241.9K | 0.00% | +1,356 | New |
| USA Financial Portformulas Corp | 1,358 | $242.2K | 0.04% | +1,358 | New |
| CVA Family Office, LLC | 1,366 | $243.6K | 0.04% | +51+3.9% | Added |
| MONECO Advisors, LLC | 1,372 | $244.6K | 0.03% | −96−6.5% | Reduced |
| LVW Advisors, LLC | 1,387 | $247.3K | 0.03% | +1,387 | New |
| PFG Investments, LLC | 1,392 | $248.2K | 0.02% | −24−1.7% | Reduced |
| Traveka Wealth, LLC | 1,393 | $248.3K | 0.14% | +4+0.3% | Added |
| Ameritas Advisory Services, LLC | 1,394 | $248.7K | 0.01% | −30−2.1% | Reduced |
| Heartwood Wealth Advisors LLC | 1,399 | $249.5K | 0.03% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 1,401 | $249.8K | 0.00% | +1,401 | New |
| RVW Wealth, LLC | 1,404 | $250.4K | 0.02% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 1,411 | $251.6K | 0.03% | +1,411 | New |
| Ariston Services Group | 1,412 | $251.8K | 0.22% | 00.0% | Unchanged |
| Teza Capital Management LLC | 1,412 | $251.8K | 0.04% | +1,412 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,422 | $253.6K | 0.04% | −554−28.0% | Reduced |
| L2 Asset Management, LLC | 1,423 | $253.7K | 0.06% | −79−5.3% | Reduced |
| Catalyst Financial Partners LLC | 1,428 | $254.6K | 0.05% | +54+3.9% | Added |
| Marathon Capital Management | 1,434 | $255.7K | 0.06% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 1,438 | $256.4K | 0.04% | −11−0.8% | Reduced |
| D.B. Root & Company, LLC | 1,447 | $258.0K | 0.08% | +20+1.4% | Added |
| Edge Capital Group, LLC | 1,459 | $260.2K | 0.01% | +26+1.8% | Added |
| Passive Capital Management, LLC. | 1,462 | $260.7K | 0.09% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 1,463 | $260.9K | 0.00% | +1,463 | New |
| Ethos Financial Group, LLC | 1,465 | $261.2K | 0.03% | +37+2.6% | Added |
| King Luther Capital Management Corp | 1,467 | $261.6K | 0.00% | −117−7.4% | Reduced |
| HBW Advisory Services LLC | 1,471 | $262.4K | 0.04% | +12+0.8% | Added |
| AA Financial Advisors, LLC | 1,473 | $262.7K | 0.07% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 1,476 | $263.2K | 0.16% | +1,476 | New |
| Hamilton Point Investment Advisors, LLC | 1,478 | $263.6K | 0.05% | 00.0% | Unchanged |
| TFB Advisors LLC | 1,488 | $265.3K | 0.08% | +59+4.1% | Added |
| Guardian Partners Inc. | 1,475 | $265.7K | 0.03% | +1,475 | New |
| Washington Trust Co | 1,495 | $266.5K | 0.01% | +27+1.8% | Added |
| Princeton Global Asset Management LLC | 1,495 | $266.6K | 0.05% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 1,496 | $266.8K | 0.04% | 00.0% | Unchanged |
| Dillon & Associates Inc | 1,500 | $267.0K | 0.04% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 1,499 | $267.3K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,499 | $267.3K | 0.07% | +28+1.9% | Added |
| Harbour Trust & Investment Management Co | 1,500 | $267.5K | 0.03% | −200−11.8% | Reduced |
| Brave Warrior Advisors, LLC | 1,500 | $267.5K | 0.01% | +1,500 | New |
| Hyperion Capital Advisors LP | 1,501 | $267.7K | 0.14% | 00.0% | Unchanged |
| Wealth Alliance | 1,502 | $267.9K | 0.03% | +32+2.2% | Added |
| Doliver Advisors, LP | 1,504 | $268.2K | 0.07% | −264−14.9% | Reduced |
| IMS Capital Management | 1,505 | $268.4K | 0.12% | 00.0% | Unchanged |
| Partners in Financial Planning | 1,511 | $269.4K | 0.05% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 1,515 | $270.2K | 0.00% | +1,515 | New |
| Dynamic Wealth Strategies, LLC | 1,526 | $272.1K | 0.24% | −94−5.8% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,530 | $272.8K | 0.15% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 1,534 | $273.5K | 0.21% | 00.0% | Unchanged |
| Asset Allocation Strategies LLC | 1,402 | $275.5K | 0.07% | −115−7.6% | Reduced |
| Patton Albertson Miller Group, LLC | 1,548 | $276.0K | 0.04% | +1,548 | New |
| Sentry Investment Management LLC | 1,551 | $277.0K | 0.13% | −253−14.0% | Reduced |
| Skopos Labs, Inc. | 1,555 | $277.2K | 0.08% | +165+11.9% | Added |
| United Asset Strategies, Inc. | 1,555 | $277.3K | 0.03% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 1,558 | $277.8K | 0.01% | +132+9.3% | Added |
| Resurgent Financial Advisors LLC | 1,560 | $278.2K | 0.16% | +4+0.3% | Added |
| Mediolanum International Funds Ltd | 1,572 | $279.0K | 0.00% | +1,572 | New |
| Linden Thomas Advisory Services, LLC | 1,565 | $279.1K | 0.04% | −23−1.4% | Reduced |
| Money Concepts Capital Corp | 1,565 | $279.1K | 0.02% | +61+4.1% | Added |
| Beckerman Institutional, LLC | 1,568 | $280.0K | 0.22% | +34+2.2% | Added |
| Cypress Capital Group | 1,576 | $281.0K | 0.03% | −29−1.8% | Reduced |
| Exencial Wealth Advisors, LLC | 1,579 | $281.6K | 0.01% | −105−6.2% | Reduced |
| Pennsylvania Capital Management Inc | 1,582 | $282.1K | 0.10% | −333−17.4% | Reduced |
| Balentine LLC | 1,584 | $282.5K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,595 | $284.4K | 0.03% | +160+11.1% | Added |
| Ruggaard & Associates LLC | 1,600 | $285.3K | 0.13% | 00.0% | Unchanged |
| Seven Mile Advisory | 1,605 | $286.2K | 0.18% | +21+1.3% | Added |
| Univest Financial Corp | 1,607 | $286.6K | 0.02% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 1,608 | $286.8K | 0.02% | −89−5.2% | Reduced |
| WoodTrust Financial Corp | 1,609 | $287.0K | 0.04% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 1,610 | $287.1K | 0.05% | +1,610 | New |
| RD Lewis Holdings, Inc. | 1,414 | $287.3K | 0.32% | +1,414 | New |
| Advisory Alpha, LLC | 1,615 | $288.1K | 0.01% | −21−1.3% | Reduced |
| Strategic Equity Management | 1,625 | $289.8K | 0.12% | 00.0% | Unchanged |
| Hilltop Partners LLC | 1,635 | $291.6K | 0.10% | 00.0% | Unchanged |
| One Wealth Capital Management, LLC | 1,636 | $291.7K | 0.15% | +1,636 | New |
| Aveo Capital Partners, LLC | 1,639 | $292.3K | 0.03% | +48+3.0% | Added |
| Legacy Capital Group California, Inc. | 1,648 | $293.9K | 0.09% | −2−0.1% | Reduced |
| Compagnie Lombard Odier SCmA | 1,650 | $294.2K | 0.00% | −31−1.8% | Reduced |
| Winton Group Ltd | 1,658 | $295.7K | 0.02% | +1,658 | New |
| Stock Yards Bank & Trust Co | 1,660 | $296.0K | 0.01% | −470−22.1% | Reduced |
| OneAscent Family Office, LLC | 1,667 | $297.0K | 0.54% | +1,667 | New |
| F/M Investments LLC | 1,680 | $299.6K | 0.01% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 1,680 | $299.6K | 0.01% | −730−30.3% | Reduced |
| Berkshire Bank | 1,683 | $300.1K | 0.07% | +48+2.9% | Added |
| Private Trust Co NA | 1,686 | $300.6K | 0.03% | −116−6.4% | Reduced |
| KC Investment Advisors, LLC | 1,688 | $301.0K | 0.12% | +65+4.0% | Added |
| ICONIQ Capital, LLC | 1,692 | $301.7K | 0.00% | +1,692 | New |
| Viawealth, LLC | 1,701 | $303.3K | 0.18% | −598−26.0% | Reduced |
| One Wealth Advisors, LLC | 1,706 | $304.2K | 0.05% | +10+0.6% | Added |
| Pines Wealth Management, LLC | 1,755 | $307.6K | 0.13% | +1,755 | New |
| Catalina Capital Group, LLC | 1,743 | $310.9K | 0.10% | +134+8.3% | Added |
| Mesirow Financial Investment Management, Inc. | 1,745 | $311.2K | 0.01% | +141+8.8% | Added |