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 |
|---|---|---|---|---|---|
| Americana Partners, LLC | 3,364 | $599.9K | 0.02% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 3,382 | $603.2K | 0.03% | −115−3.3% | Reduced |
| St Germain D J Co Inc | 3,416 | $609.1K | 0.03% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 3,420 | $609.9K | 0.49% | +765+28.8% | Added |
| Global Trust Asset Management, LLC | 3,436 | $612.6K | 0.23% | +343+11.1% | Added |
| Sagespring Wealth Partners, LLC | 3,458 | $616.6K | 0.02% | +3,458 | New |
| EP Wealth Advisors, LLC | 3,480 | $620.6K | 0.01% | +869+33.3% | Added |
| Csenge Advisory Group | 3,492 | $622.7K | 0.03% | +270+8.4% | Added |
| Hudson Valley Investment Advisors Inc | 3,500 | $624.1K | 0.07% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 3,508 | $625.5K | 0.01% | +605+20.8% | Added |
| Montag A & Associates Inc | 3,508 | $625.5K | 0.03% | +2,066+143.3% | Added |
| Kathmere Capital Management, LLC | 3,525 | $628.6K | 0.06% | +182+5.4% | Added |
| Edgestream Partners, L.P. | 3,549 | $632.9K | 0.03% | +3,549 | New |
| Valley National Advisers Inc | 3,617 | $644.0K | 0.12% | −722−16.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,674 | $655.1K | 0.02% | +3,674 | New |
| SRS Capital Advisors, Inc. | 3,681 | $656.6K | 0.04% | +3,350+1,012.1% | Added |
| Lake Street Advisors Group, LLC | 3,693 | $658.5K | 0.03% | −284−7.1% | Reduced |
| Ameritas Investment Partners, Inc. | 3,717 | $662.8K | 0.02% | −151−3.9% | Reduced |
| Lecap Asset Management Ltd | 3,718 | $663.0K | 0.18% | +3,718 | New |
| Umb Bank N A | 3,721 | $663.5K | 0.01% | +154+4.3% | Added |
| Syon Capital LLC | 3,721 | $663.6K | 0.06% | −175−4.5% | Reduced |
| Daymark Wealth Partners, LLC | 3,775 | $673.2K | 0.03% | −5,088−57.4% | Reduced |
| Whittier Trust Co | 3,803 | $678.1K | 0.01% | +27+0.7% | Added |
| Richwood Investment Advisors, LLC | 3,811 | $679.6K | 0.57% | −50−1.3% | Reduced |
| Central Trust Co | 3,812 | $679.8K | 0.02% | +522+15.9% | Added |
| Stonegate Investment Group, LLC | 3,874 | $690.8K | 0.02% | +248+6.8% | Added |
| NorthRock Partners, LLC | 3,891 | $693.8K | 0.02% | +14+0.4% | Added |
| Cigna Investments Inc | 3,892 | $694.0K | 0.12% | −42−1.1% | Reduced |
| Denali Advisors LLC | 3,900 | $695.0K | 0.07% | −2,500−39.1% | Reduced |
| Morningstar Investment Services LLC | 3,920 | $699.0K | 0.06% | −49,872−92.7% | Reduced |
| Merit Financial Group, LLC | 3,935 | $701.6K | 0.01% | +1,109+39.2% | Added |
| Scientech Research LLC | 3,945 | $703.5K | 0.20% | +3,945 | New |
| Raiffeisen Bank International AG | 3,976 | $707.5K | 0.01% | +3,976 | New |
| Armstrong Advisory Group, Inc | 3,977 | $709.1K | 0.06% | −142−3.4% | Reduced |
| Premier Path Wealth Partners, LLC | 3,988 | $711.1K | 0.11% | +50+1.3% | Added |
| RMR Wealth Builders | 4,015 | $716.0K | 0.07% | +15+0.4% | Added |
| South State Corp. | 4,070 | $725.8K | 0.05% | −162−3.8% | Reduced |
| Quotient Wealth Partners, LLC | 4,081 | $727.8K | 0.02% | −630−13.4% | Reduced |
| Farther Finance Advisors, LLC | 4,092 | $729.7K | 0.03% | +1,424+53.4% | Added |
| Ballentine Partners, LLC | 4,116 | $734.0K | 0.01% | +181+4.6% | Added |
| Siemens Fonds Invest GmbH | 4,127 | $734.3K | 0.08% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 4,123 | $735.2K | 0.01% | −159−3.7% | Reduced |
| Continuum Advisory, LLC | 4,129 | $736.3K | 0.09% | +220+5.6% | Added |
| Parkside Financial Bank & Trust | 4,143 | $738.8K | 0.10% | +18+0.4% | Added |
| Personal Cfo Solutions, LLC | 4,163 | $742.3K | 0.15% | +644+18.3% | Added |
| Summit Trail Advisors, LLC | 4,194 | $747.8K | 0.03% | +1,603+61.9% | Added |
| Promethium Advisors,llc | 4,198 | $748.6K | 0.51% | −38−0.9% | Reduced |
| Fidelis Capital Partners, LLC | 3,762 | $755.8K | 0.08% | +97+2.6% | Added |
| Western Wealth Management, LLC | 4,252 | $758.3K | 0.04% | +136+3.3% | Added |
| Bryn Mawr Trust Co | 4,257 | $759.1K | 0.01% | +123+3.0% | Added |
| Angeles Investment Advisors, LLC | 4,280 | $763.2K | 0.04% | −31−0.7% | Reduced |
| Atlas Capital Advisors LLC | 4,305 | $767.7K | 0.10% | +1,918+80.4% | Added |
| Evergreen Capital Management LLC | 4,403 | $785.1K | 0.03% | +41+0.9% | Added |
| FIL Ltd | 4,434 | $790.7K | 0.00% | +595+15.5% | Added |
| Mountain Pacific Investment Advisers Inc | 4,448 | $793.2K | 0.06% | 00.0% | Unchanged |
| Sky Investment Group LLC | 4,454 | $794.2K | 0.15% | −25−0.6% | Reduced |
| Soltis Investment Advisors LLC | 4,462 | $795.7K | 0.07% | +138+3.2% | Added |
| Trust Asset Management LLC | 4,466 | $796.4K | 0.06% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 4,490 | $800.7K | 0.01% | +1,691+60.4% | Added |
| Integrated Investment Consultants, LLC | 4,507 | $803.7K | 0.17% | −565−11.1% | Reduced |
| Aspen Wealth Strategies, LLC | 4,553 | $811.9K | 0.52% | +176+4.0% | Added |
| Neville Rodie & Shaw Inc | 4,565 | $814.0K | 0.06% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 4,563 | $814.0K | 0.01% | +4,563 | New |
| Summit Financial, LLC | 4,670 | $832.8K | 0.03% | +508+12.2% | Added |
| Change Path, LLC | 4,686 | $835.7K | 0.03% | +2,599+124.5% | Added |
| Uncommon Cents Investing LLC | 4,735 | $844.3K | 0.25% | −200−4.1% | Reduced |
| We Are One Seven, LLC | 4,736 | $844.5K | 0.03% | +2,205+87.1% | Added |
| Stony Point Wealth Management Inc. | 4,748 | $846.6K | 0.34% | +10.0% | Added |
| Modern Wealth Management, LLC | 4,750 | $846.9K | 0.03% | +447+10.4% | Added |
| Flow Traders U.S. LLC | 4,765 | $850.0K | 0.03% | +4,765 | New |
| Intact Investment Management Inc. | 4,800 | $855.9K | 0.03% | +1,960+69.0% | Added |
| Baker Tilly Wealth Management, LLC | 4,824 | $860.2K | 0.34% | +500+11.6% | Added |
| Capital International Sarl | 4,871 | $868.6K | 0.02% | +153+3.2% | Added |
| Keybank National Association | 4,873 | $869.0K | 0.00% | +94+2.0% | Added |
| Ashton Thomas Private Wealth, LLC | 4,908 | $875.2K | 0.03% | −625−11.3% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 5,861 | $877.6K | 0.29% | +64+1.1% | Added |
| Fifth Third Wealth Advisors LLC | 4,942 | $881.3K | 0.05% | +234+5.0% | Added |
| Malaga Cove Capital, LLC | 4,945 | $881.8K | 0.35% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 732,855 | $884.7K | 0.07% | +732,855 | New |
| Adviser Investments LLC | 4,974 | $887.0K | 0.01% | +4,974 | New |
| Plato Investment Management Ltd | 4,977 | $890.7K | 0.07% | −542−9.8% | Reduced |
| JBF Capital, Inc. | 5,000 | $891.6K | 0.15% | −3,000−37.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 5,000 | $891.6K | 0.26% | 00.0% | Unchanged |
| City Holding Co | 5,010 | $893.4K | 0.13% | +65+1.3% | Added |
| Quest Partners LLC | 5,011 | $893.6K | 0.12% | −10,068−66.8% | Reduced |
| Unified Investment Management | 5,024 | $895.9K | 1.02% | +5,024 | New |
| Glenview Trust Co | 5,089 | $907.5K | 0.02% | −10.0% | Reduced |
| Bank Ozk | 5,120 | $913.0K | 0.38% | −29−0.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,139 | $916.3K | 0.01% | +429+9.1% | Added |
| Hilltop National Bank | 5,167 | $921.4K | 0.28% | −72−1.4% | Reduced |
| Capital Management Associates | 5,181 | $923.9K | 1.09% | −1,295−20.0% | Reduced |
| Ironwood Investment Counsel, LLC | 5,220 | $930.8K | 0.16% | −1,705−24.6% | Reduced |
| Bank & Trust Co | 5,229 | $932.4K | 0.78% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5,247 | $935.6K | 0.06% | +54+1.0% | Added |
| E. Ohman J:or Asset Management AB | 5,250 | $936.2K | 0.02% | 00.0% | Unchanged |
| Vident Advisory, LLC | 5,261 | $938.4K | 0.02% | −11,389−68.4% | Reduced |
| Fieldview Capital Management, LLC | 5,308 | $946.5K | 0.15% | +5,308 | New |
| Lindbrook Capital, LLC | 5,329 | $950.3K | 0.09% | +34+0.6% | Added |
| Lowe Brockenbrough & Co Inc | 5,338 | $951.9K | 0.06% | 00.0% | Unchanged |
| Profund Advisors LLC | 5,351 | $954.2K | 0.03% | −952−15.1% | Reduced |