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 |
|---|---|---|---|---|---|
| Oak Thistle LLC | 1,758 | $313.5K | 0.09% | +1,758 | New |
| Journey Strategic Wealth LLC | 1,766 | $315.0K | 0.01% | +9+0.5% | Added |
| John & Kathleen Schreiber Foundation | 1,768 | $315.2K | 0.18% | +1,768 | New |
| Frederick Financial Consultants, LLC | 1,772 | $316.0K | 0.25% | +1,772 | New |
| Hickory Point Bank & Trust | 1,773 | $316.2K | 0.28% | +1,773 | New |
| Sunbelt Securities, Inc. | 1,777 | $316.3K | 0.03% | +131+8.0% | Added |
| Cornerstone Wealth Management, LLC | 1,774 | $316.4K | 0.02% | −280−13.6% | Reduced |
| Arkadios Wealth Advisors | 1,776 | $316.6K | 0.02% | −4−0.2% | Reduced |
| Gladstone Institutional Advisory LLC | 1,777 | $316.9K | 0.01% | +56+3.3% | Added |
| Capital Analysts, LLC | 1,781 | $318.0K | 0.01% | +632+55.0% | Added |
| Main Street Financial Solutions, LLC | 1,793 | $319.7K | 0.03% | +1,793 | New |
| Jump Financial, LLC | 1,798 | $320.6K | 0.01% | −56,024−96.9% | Reduced |
| Lockerman Financial Group, Inc. | 1,800 | $321.0K | 0.55% | 00.0% | Unchanged |
| Mathes Company, Inc. | 1,800 | $321.0K | 0.12% | 00.0% | Unchanged |
| Studio Investment Management LLC | 1,805 | $321.9K | 0.07% | −33−1.8% | Reduced |
| Trust Co of Virginia | 1,806 | $322.0K | 0.03% | 00.0% | Unchanged |
| Keel Point, LLC | 1,820 | $324.5K | 0.03% | +123+7.2% | Added |
| Hancock Whitney Corp | 1,826 | $325.6K | 0.01% | −1−0.1% | Reduced |
| Spectrum Financial Alliance Ltd LLC | 1,827 | $325.9K | 0.11% | +210+13.0% | Added |
| Probity Advisors, Inc. | 1,836 | $327.4K | 0.06% | −59−3.1% | Reduced |
| Capital Investment Advisors, LLC | 1,842 | $328.4K | 0.01% | −140−7.1% | Reduced |
| PDS Planning, Inc | 1,862 | $332.0K | 0.03% | +21+1.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 1,865 | $332.6K | 0.07% | +270+16.9% | Added |
| IHT Wealth Management, LLC | 1,867 | $332.9K | 0.01% | −47−2.5% | Reduced |
| Synergy Financial Group, LTD | 1,867 | $332.9K | 0.28% | +1,867 | New |
| Neo Ivy Capital Management | 1,869 | $333.0K | 0.07% | +257+15.9% | Added |
| Plimoth Trust Co LLC | 1,868 | $333.1K | 0.09% | −105−5.3% | Reduced |
| Schechter Investment Advisors, LLC | 1,872 | $333.8K | 0.03% | −56−2.9% | Reduced |
| Blue Barn Wealth, LLC | 1,884 | $336.0K | 0.18% | +34+1.8% | Added |
| Alhambra Investment Partners LLC | 1,889 | $336.8K | 0.17% | −181−8.7% | Reduced |
| Romano Brothers and Company | 1,894 | $337.7K | 0.04% | +19+1.0% | Added |
| AGH Wealth Advisors, LLC | 1,906 | $339.9K | 0.31% | +1,906 | New |
| Ostrum Asset Management | 1,908 | $340.2K | 0.03% | −80−4.0% | Reduced |
| Naples Global Advisors, LLC | 1,917 | $341.8K | 0.03% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 1,919 | $342.2K | 0.02% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 1,925 | $343.3K | 0.03% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 1,926 | $343.4K | 0.10% | +7+0.4% | Added |
| Sound View Wealth Advisors Group, LLC | 1,927 | $343.6K | 0.03% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,929 | $344.0K | 0.07% | −39−2.0% | Reduced |
| Quent Capital, LLC | 1,929 | $344.1K | 0.04% | +104+5.7% | Added |
| First Citizens Bank & Trust Co | 1,942 | $346.3K | 0.01% | +1,942 | New |
| Warren Averett Asset Management, LLC | 1,945 | $346.8K | 0.01% | +1,945 | New |
| StoneX Group Inc. | 1,949 | $347.6K | 0.02% | +13+0.7% | Added |
| Marion Wealth Management | 1,993 | $355.4K | 0.09% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 1,994 | $355.6K | 0.04% | −325−14.0% | Reduced |
| Chemistry Wealth Management LLC | 1,995 | $355.8K | 0.08% | +2+0.1% | Added |
| 1776 Wealth LLC | 2,000 | $356.6K | 0.16% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 2,000 | $356.6K | 0.06% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 2,000 | $356.6K | 0.09% | +800+66.7% | Added |
| Norden Group LLC | 2,010 | $358.4K | 0.04% | +51+2.6% | Added |
| CWA Asset Management Group, LLC | 2,016 | $359.5K | 0.02% | −9,000−81.7% | Reduced |
| Gateway Investment Advisers LLC | 2,018 | $359.9K | 0.00% | −197−8.9% | Reduced |
| Greenspring Advisors, LLC | 2,018 | $359.9K | 0.08% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 2,019 | $360.0K | 0.06% | +5+0.2% | Added |
| New Century Financial Group, LLC | 1,999 | $360.7K | 0.15% | −14−0.7% | Reduced |
| Global Retirement Partners, LLC | 2,024 | $361.0K | 0.01% | −780−27.8% | Reduced |
| Fundamentun, LLC | 2,027 | $361.5K | 0.02% | +137+7.2% | Added |
| Cornerstone Select Advisors, LLC | 2,033 | $362.5K | 0.35% | +2,033 | New |
| Foundations Investment Advisors, LLC | 2,037 | $363.2K | 0.01% | +13+0.6% | Added |
| Fukoku Mutual Life Insurance Co | 2,052 | $365.9K | 0.03% | −2,500−54.9% | Reduced |
| Mount Vernon Associates Inc | 2,050 | $366.0K | 0.29% | 00.0% | Unchanged |
| Taika Capital, LP | 2,055 | $366.4K | 0.28% | +2,055 | New |
| Steigerwald, Gordon & Koch Inc. | 2,060 | $367.3K | 0.04% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,063 | $367.9K | 0.05% | −1,093−34.6% | Reduced |
| Carr Financial Group Corp | 2,065 | $368.2K | 0.12% | +7+0.3% | Added |
| Legacy Capital Wealth Partners, LLC | 2,077 | $370.4K | 0.09% | −45−2.1% | Reduced |
| EverSource Wealth Advisors, LLC | 2,078 | $370.6K | 0.02% | +503+31.9% | Added |
| Farringdon Capital, Ltd. | 2,084 | $371.6K | 0.15% | +2,084 | New |
| Opal Wealth Advisors, LLC | 2,091 | $372.9K | 0.11% | +127+6.5% | Added |
| TD Waterhouse Canada Inc. | 2,093 | $373.3K | 0.00% | −134−6.0% | Reduced |
| Challenger Wealth Management | 2,100 | $374.5K | 0.32% | +2,100 | New |
| Roman Butler Fullerton & Co | 1,852 | $375.1K | 0.12% | +62+3.5% | Added |
| Advus Financial Partners, LLC | 2,105 | $375.4K | 0.11% | +129+6.5% | Added |
| Investment Management Corp | 2,108 | $375.9K | 0.34% | +2,108 | New |
| Haverford Trust Co | 2,113 | $376.8K | 0.00% | −87−4.0% | Reduced |
| Mma Asset Management LLC | 2,133 | $380.4K | 0.17% | +2,133 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 2,138 | $381.2K | 0.04% | −97−4.3% | Reduced |
| Fortress Wealth Group, LLC | 1,900 | $381.7K | 0.18% | 00.0% | Unchanged |
| David Loasby | 2,190 | $383.9K | 0.04% | +564+34.7% | Added |
| Quantitative Investment Management, LLC | 2,156 | $384.0K | 0.03% | −5,269−71.0% | Reduced |
| Shelton Capital Management | 2,157 | $384.6K | 0.01% | −96−4.3% | Reduced |
| Paragon Private Wealth Management, LLC | 2,157 | $384.6K | 0.18% | +248+13.0% | Added |
| Gilliland Jeter Wealth Management LLC | 2,169 | $386.8K | 0.13% | +6+0.3% | Added |
| Kearns & Associates LLC | 2,170 | $387.0K | 0.25% | 00.0% | Unchanged |
| Rockland Trust Co | 2,172 | $387.3K | 0.02% | +2,172 | New |
| Bowen Hanes & Co Inc | 2,174 | $387.7K | 0.01% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 2,181 | $388.9K | 0.01% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 2,219 | $389.0K | 0.04% | −552−19.9% | Reduced |
| Western Financial Corp | 2,183 | $389.3K | 0.21% | +405+22.8% | Added |
| Diversify Advisory Services, LLC | 2,238 | $392.2K | 0.02% | −386−14.7% | Reduced |
| Simon Quick Advisors, LLC | 2,205 | $393.2K | 0.02% | +276+14.3% | Added |
| James J. Burns & Company, LLC | 2,212 | $394.0K | 0.07% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 2,229 | $397.5K | 0.02% | +35+1.6% | Added |
| Kovack Advisors, Inc. | 2,234 | $398.4K | 0.04% | −54−2.4% | Reduced |
| Commerzbank Aktiengesellschaft | 2,249 | $401.0K | 0.01% | +806+55.9% | Added |
| Fiduciary Trust Co | 2,262 | $403.3K | 0.01% | +30+1.3% | Added |
| Sterling Capital Management LLC | 2,266 | $404.1K | 0.01% | −571−20.1% | Reduced |
| Choate Investment Advisors | 2,277 | $406.0K | 0.01% | −631−21.7% | Reduced |
| TCG Advisory Services, LLC | 2,292 | $408.7K | 0.02% | +45+2.0% | Added |
| Westbourne Investments, Inc. | 2,300 | $410.1K | 0.24% | +2,300 | New |