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 |
|---|---|---|---|---|---|
| Bingham Private Wealth, LLC | 2,319 | $413.5K | 0.44% | +2,319 | New |
| Clarius Group, LLC | 2,325 | $414.6K | 0.03% | −187−7.4% | Reduced |
| Welch Group, LLC | 2,331 | $414.8K | 0.02% | +4+0.2% | Added |
| Moneta Group Investment Advisors LLC | 2,361 | $421.1K | 0.01% | −160−6.3% | Reduced |
| Marcum Wealth, LLC | 2,379 | $424.1K | 0.04% | +47+2.0% | Added |
| IFP Advisors, Inc | 2,403 | $428.5K | 0.01% | +569+31.0% | Added |
| J.W. Cole Advisors, Inc. | 2,411 | $430.0K | 0.02% | +127+5.6% | Added |
| Matrix Asset Advisors Inc | 2,414 | $430.5K | 0.05% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,416 | $430.8K | 0.02% | +138+6.1% | Added |
| Waldron Private Wealth LLC | 2,426 | $432.6K | 0.02% | +2,426 | New |
| Conning Inc. | 2,429 | $433.1K | 0.02% | −758−23.8% | Reduced |
| Integrated Quantitative Investments LLC | 2,430 | $433.3K | 0.21% | +2,430 | New |
| Montecito Bank & Trust | 2,453 | $437.4K | 0.08% | −148−5.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,470 | $440.5K | 0.02% | +211+9.3% | Added |
| Convergence Financial, LLC | 2,473 | $441.0K | 0.09% | +112+4.7% | Added |
| Howard Capital Management Inc. | 2,481 | $442.4K | 0.01% | +126+5.4% | Added |
| Ci Investments Inc. | 2,486 | $443.0K | 0.00% | −6,753−73.1% | Reduced |
| Parsons Capital Management Inc | 2,504 | $446.5K | 0.02% | 00.0% | Unchanged |
| Trust Point Inc. | 2,512 | $447.9K | 0.03% | +103+4.3% | Added |
| Hara Capital LLC | 2,535 | $452.0K | 0.29% | −30−1.2% | Reduced |
| Riverview Trust Co | 2,542 | $453.3K | 0.41% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 2,546 | $454.0K | 0.00% | −320−11.2% | Reduced |
| 626 Financial, LLC | 2,546 | $454.0K | 0.24% | −45−1.7% | Reduced |
| Silvercrest Asset Management Group LLC | 2,549 | $454.5K | 0.00% | +22+0.9% | Added |
| Chicago Partners Investment Group LLC | 2,524 | $454.7K | 0.02% | +275+12.2% | Added |
| Proficio Capital Partners LLC | 2,556 | $455.9K | 0.04% | +544+27.0% | Added |
| Morningstar Investment Management LLC | 2,576 | $459.0K | 0.04% | −7,184−73.6% | Reduced |
| J. Goldman & Co LP | 2,610 | $465.4K | 0.02% | +2,610 | New |
| Legacy Financial Advisors, Inc. | 2,611 | $465.6K | 0.08% | +387+17.4% | Added |
| Zullo Investment Group, Inc. | 2,613 | $466.0K | 0.19% | −144−5.2% | Reduced |
| Busey Wealth Management | 2,636 | $470.1K | 0.02% | −336−11.3% | Reduced |
| Insigneo Advisory Services, LLC | 2,639 | $470.6K | 0.05% | −139−5.0% | Reduced |
| LRI Investments, LLC | 2,653 | $473.1K | 0.05% | +193+7.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,669 | $475.9K | 0.07% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 2,679 | $477.7K | 0.28% | +21+0.8% | Added |
| Manchester Capital Management LLC | 2,694 | $480.3K | 0.06% | +30+1.1% | Added |
| Smith Chas P & Associates Pa Cpas | 2,703 | $482.0K | 0.03% | 00.0% | Unchanged |
| Sovereign Investment Advisors, LLC | 2,703 | $482.0K | 0.14% | +2,703 | New |
| Sunflower Bank, N.A. | 2,705 | $482.4K | 0.13% | +125+4.8% | Added |
| FFT Wealth Management LLC | 2,720 | $485.1K | 0.04% | +65+2.4% | Added |
| Penserra Capital Management LLC | 2,734 | $486.0K | 0.01% | +929+51.5% | Added |
| GeoWealth Management, LLC | 2,728 | $486.5K | 0.02% | +1,201+78.7% | Added |
| Two Sigma Securities, LLC | 2,735 | $487.7K | 0.09% | −7,913−74.3% | Reduced |
| XML Financial, LLC | 2,738 | $488.3K | 0.04% | +2+0.1% | Added |
| KG&L Capital Management,LLC | 2,749 | $490.2K | 0.16% | −125−4.3% | Reduced |
| Richardson Financial Services Inc. | 2,767 | $492.3K | 0.35% | +592+27.2% | Added |
| Golden State Equity Partners | 2,772 | $494.3K | 0.09% | +93+3.5% | Added |
| Pointe Capital Management LLC | 2,779 | $495.6K | 0.28% | +43+1.6% | Added |
| Cambria Investment Management, L.P. | 2,780 | $495.7K | 0.03% | −116−4.0% | Reduced |
| Prossimo Advisors, LLC | 2,804 | $500.0K | 0.36% | +69+2.5% | Added |
| Platform Technology Partners | 2,808 | $500.7K | 0.15% | −33−1.2% | Reduced |
| Panagora Asset Management Inc | 2,831 | $504.8K | 0.00% | −4,255−60.0% | Reduced |
| Circle Wealth Management, LLC | 2,831 | $504.9K | 0.01% | −37−1.3% | Reduced |
| Acropolis Investment Management, LLC | 2,833 | $505.2K | 0.03% | 00.0% | Unchanged |
| Aspiriant, LLC | 2,844 | $507.1K | 0.02% | +201+7.6% | Added |
| Engineers Gate Manager LP | 2,893 | $515.9K | 0.01% | −29,880−91.2% | Reduced |
| Atlantic Union Bankshares Corp | 2,904 | $517.8K | 0.03% | −258−8.2% | Reduced |
| WMS Partners, LLC | 2,913 | $519.4K | 0.03% | +963+49.4% | Added |
| Financial Security Advisor, Inc. | 2,915 | $519.8K | 0.13% | −144−4.7% | Reduced |
| Great Valley Advisor Group, Inc. | 2,922 | $521.1K | 0.01% | −194−6.2% | Reduced |
| Jacobi Capital Management LLC | 2,929 | $522.4K | 0.04% | −33−1.1% | Reduced |
| Modera Wealth Management, LLC | 2,932 | $522.8K | 0.01% | +471+19.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,932 | $522.8K | 0.03% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 2,939 | $524.0K | 0.15% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 2,950 | $526.0K | 0.05% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 2,952 | $526.4K | 0.08% | −118−3.8% | Reduced |
| Pinnbrook Capital Management LP | 2,954 | $526.8K | 0.18% | +2,954 | New |
| Hartford Financial Management Inc. | 3,000 | $535.0K | 0.11% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 3,000 | $535.0K | 0.40% | 00.0% | Unchanged |
| First PREMIER Bank | 2,999 | $535.0K | 0.14% | −40−1.3% | Reduced |
| GTS Securities LLC | 3,011 | $536.9K | 0.03% | −28,198−90.4% | Reduced |
| Fulton Bank, N.A. | 3,022 | $538.9K | 0.02% | −290−8.8% | Reduced |
| National Asset Management, Inc. | 3,023 | $539.0K | 0.02% | −684−18.5% | Reduced |
| Joel Isaacson & Co., LLC | 3,024 | $539.2K | 0.02% | +3,024 | New |
| ASB Consultores, LLC | 3,029 | $540.1K | 0.22% | +1,033+51.8% | Added |
| Willis Investment Counsel | 3,041 | $542.3K | 0.04% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 3,058 | $545.3K | 0.04% | +18+0.6% | Added |
| Waterway Wealth Management, LLC | 3,066 | $546.7K | 0.24% | +996+48.1% | Added |
| Frank, Rimerman Advisors LLC | 3,067 | $546.9K | 0.04% | −601−16.4% | Reduced |
| Resources Investment Advisors, LLC. | 3,074 | $548.1K | 0.01% | +6+0.2% | Added |
| Ronald Blue Trust, Inc. | 3,081 | $549.3K | 0.01% | −197−6.0% | Reduced |
| tru Independence LLC | 3,109 | $554.3K | 0.17% | +4+0.1% | Added |
| Empower Advisory Group, LLC | 3,121 | $556.5K | 0.00% | −23−0.7% | Reduced |
| AlTi Global, Inc. | 3,122 | $557.5K | 0.01% | −289−8.5% | Reduced |
| Aaron Wealth Advisors | 3,181 | $567.2K | 0.07% | +299+10.4% | Added |
| Ingalls & Snyder LLC | 3,190 | $569.0K | 0.02% | 00.0% | Unchanged |
| Bank of Stockton | 3,197 | $570.1K | 0.17% | −41−1.3% | Reduced |
| Brookstone Capital Management | 3,214 | $573.1K | 0.01% | −1,140−26.2% | Reduced |
| Wedbush Securities Inc | 3,217 | $574.0K | 0.02% | −796−19.8% | Reduced |
| Diversified Investment Strategies, LLC | 3,227 | $575.4K | 0.38% | 00.0% | Unchanged |
| Qtron Investments LLC | 3,232 | $576.3K | 0.08% | −430−11.7% | Reduced |
| Perigon Wealth Management, LLC | 3,108 | $585.7K | 0.01% | +445+16.7% | Added |
| Kinneret Advisory, LLC | 3,315 | $591.1K | 0.06% | −154−4.4% | Reduced |
| First National Trust Co | 3,322 | $592.4K | 0.02% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 3,330 | $593.9K | 0.05% | −13−0.4% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3,336 | $594.9K | 0.15% | 00.0% | Unchanged |
| Permanens Capital L.P. | 3,339 | $595.4K | 0.11% | 00.0% | Unchanged |
| Everpar Advisors LLC | 3,340 | $595.6K | 0.30% | +51+1.6% | Added |
| Harbor Investment Advisory, LLC | 3,360 | $599.2K | 0.06% | −200−5.6% | Reduced |
| Moors & Cabot, Inc. | 3,361 | $599.3K | 0.03% | −363−9.7% | Reduced |