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 |
|---|---|---|---|---|---|
| Northern Financial Advisors Inc | 5,368 | $957.2K | 0.76% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 5,388 | $960.8K | 0.35% | −1,265−19.0% | Reduced |
| Caxton Associates LP | 5,398 | $962.6K | 0.03% | −2,634−32.8% | Reduced |
| Sebold Capital Management, Inc. | 5,424 | $967.1K | 0.65% | −133−2.4% | Reduced |
| Central Pacific Bank - Trust Division | 5,425 | $967.4K | 0.13% | −225−4.0% | Reduced |
| Salzhauer Michael | 5,427 | $967.7K | 0.50% | +5,000+1,171.0% | Added |
| Clear Harbor Asset Management, LLC | 5,466 | $974.7K | 0.08% | −108−1.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 5,478 | $976.8K | 0.00% | −5,386−49.6% | Reduced |
| Valeo Financial Advisors, LLC | 5,515 | $983.4K | 0.03% | +252+4.8% | Added |
| RFG Advisory, LLC | 5,523 | $984.9K | 0.03% | +42+0.8% | Added |
| Meridian Financial Partners LLC | 5,547 | $989.0K | 0.52% | +88+1.6% | Added |
| William B. Walkup & Associates, Inc. | 5,590 | $996.9K | 0.63% | −8−0.1% | Reduced |
| Equitable Trust Co | 5,599 | $998.4K | 0.06% | −172−3.0% | Reduced |
| Spire Wealth Management | 5,609 | $1.00M | 0.03% | +717+14.7% | Added |
| Prosperity Consulting Group, LLC | 5,627 | $1.00M | 0.08% | +307+5.8% | Added |
| MUFG Securities Americas Inc. | 5,633 | $1.00M | 0.13% | +5,633 | New |
| Forum Financial Management, LP | 5,652 | $1.01M | 0.02% | +461+8.9% | Added |
| Aptus Capital Advisors, LLC | 5,665 | $1.01M | 0.01% | +239+4.4% | Added |
| Jeppson Wealth Management, LLC | 5,667 | $1.01M | 0.37% | −190−3.2% | Reduced |
| Wedmont Private Capital | 5,765 | $1.01M | 0.05% | +321+5.9% | Added |
| Allworth Financial LP | 5,108 | $1.03M | 0.01% | −3,832−42.9% | Reduced |
| EPG Wealth Management LLC | 5,787 | $1.03M | 0.27% | −45−0.8% | Reduced |
| Trustmark National Bank Trust Department | 5,801 | $1.03M | 0.08% | +1,382+31.3% | Added |
| Generali Asset Management SPA SGR | 5,820 | $1.04M | 0.03% | +5,820 | New |
| Kestra Private Wealth Services, LLC | 5,861 | $1.05M | 0.02% | −458−7.2% | Reduced |
| Power Wealth Management LLC | 5,895 | $1.05M | 0.44% | −152−2.5% | Reduced |
| Northern Oak Wealth Management Inc | 5,899 | $1.05M | 0.13% | −1,070−15.4% | Reduced |
| Eagle Harbor Asset Management Inc | 5,906 | $1.05M | 1.05% | −37−0.6% | Reduced |
| Addison Capital Co | 5,910 | $1.05M | 0.42% | −363−5.8% | Reduced |
| Vise Technologies, Inc. | 5,913 | $1.05M | 0.09% | +3,255+122.5% | Added |
| First Horizon Advisors, Inc. | 5,914 | $1.05M | 0.03% | −765−11.5% | Reduced |
| GenTrust, LLC | 5,925 | $1.06M | 0.05% | 00.0% | Unchanged |
| GLOBALT Investments LLC | 5,999 | $1.07M | 0.04% | −65−1.1% | Reduced |
| Campbell Capital Management Inc | 6,000 | $1.07M | 0.42% | +6,000 | New |
| Pettyjohn, Wood & White, Inc | 6,012 | $1.07M | 0.20% | +2,127+54.7% | Added |
| Cidel Asset Management Inc | 6,019 | $1.07M | 0.07% | −404−6.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,064 | $1.08M | 0.04% | −6,576−52.0% | Reduced |
| Arvest Investments, Inc. | 6,071 | $1.08M | 0.17% | −442−6.8% | Reduced |
| Steel Peak Wealth Management LLC | 6,098 | $1.09M | 0.05% | +964+18.8% | Added |
| Smartleaf Asset Management LLC | 6,132 | $1.09M | 0.11% | +1,416+30.0% | Added |
| Graypoint LLC | 6,124 | $1.09M | 0.07% | +434+7.6% | Added |
| Whitener Capital Management, Inc. | 6,179 | $1.10M | 0.31% | −200−3.1% | Reduced |
| Intech Investment Management LLC | 6,215 | $1.11M | 0.01% | +4,556+274.6% | Added |
| Axxcess Wealth Management, LLC | 6,228 | $1.11M | 0.03% | +870+16.2% | Added |
| Cohen Klingenstein LLC | 6,280 | $1.12M | 0.04% | 00.0% | Unchanged |
| Cooper Financial Group | 6,297 | $1.12M | 0.14% | +681+12.1% | Added |
| Westbourne Investment Advisors, Inc. | 6,455 | $1.15M | 0.39% | −130−2.0% | Reduced |
| Sargent Investment Group, LLC | 6,437 | $1.16M | 0.19% | −20−0.3% | Reduced |
| Asset Dedication, LLC | 6,603 | $1.18M | 0.09% | −286−4.2% | Reduced |
| Atomi Financial Group, Inc. | 6,621 | $1.18M | 0.06% | +848+14.7% | Added |
| Cary Street Partners Financial LLC | 6,676 | $1.19M | 0.04% | +6,676 | New |
| Regions Financial Corp | 6,704 | $1.20M | 0.01% | −346−4.9% | Reduced |
| Selway Asset Management | 6,733 | $1.20M | 0.47% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 6,789 | $1.21M | 0.02% | −140−2.0% | Reduced |
| Arrow Financial Corp | 6,810 | $1.21M | 0.12% | 00.0% | Unchanged |
| GAMMA Investing LLC | 6,824 | $1.22M | 0.10% | +953+16.2% | Added |
| Vestcor Inc | 6,834 | $1.22M | 0.04% | −736−9.7% | Reduced |
| Barden Capital Management, Inc. | 6,877 | $1.23M | 1.05% | +25+0.4% | Added |
| Prospera Financial Services Inc | 6,874 | $1.23M | 0.03% | +1,882+37.7% | Added |
| GWN Securities Inc. | 6,033 | $1.23M | 0.33% | +6,033 | New |
| My Legacy Advisors, LLC | 6,449 | $1.23M | 0.48% | +1,058+19.6% | Added |
| Maven Securities LTD | 6,991 | $1.25M | 0.20% | −20,402−74.5% | Reduced |
| Wealthspire Advisors, LLC | 6,999 | $1.25M | 0.01% | +1,938+38.3% | Added |
| Welch & Forbes LLC | 7,004 | $1.25M | 0.02% | −1,434−17.0% | Reduced |
| Pitcairn Co | 7,007 | $1.25M | 0.07% | −534−7.1% | Reduced |
| Parallel Advisors, LLC | 7,037 | $1.25M | 0.03% | +392+5.9% | Added |
| Apollon Wealth Management, LLC | 7,101 | $1.27M | 0.03% | +15+0.2% | Added |
| Harvest Fund Management Co., Ltd | 7,107 | $1.27M | 0.06% | +3,588+102.0% | Added |
| Geneos Wealth Management Inc. | 7,188 | $1.28M | 0.04% | −135−1.8% | Reduced |
| Advisors Asset Management, Inc. | 7,195 | $1.28M | 0.02% | +1,640+29.5% | Added |
| Wolf Group Capital Advisors | 12,073 | $1.32M | 0.65% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 7,416 | $1.32M | 0.03% | +1,134+18.1% | Added |
| Sequoia Financial Advisors, LLC | 7,434 | $1.33M | 0.01% | +1,075+16.9% | Added |
| Coldstream Capital Management Inc | 7,457 | $1.33M | 0.03% | +215+3.0% | Added |
| V-Square Quantitative Management LLC | 7,509 | $1.34M | 0.19% | −360−4.6% | Reduced |
| Scotia Capital Inc. | 7,512 | $1.34M | 0.01% | +7,512 | New |
| Stratos Wealth Partners, LTD. | 7,540 | $1.34M | 0.02% | −1,519−16.8% | Reduced |
| Equitable Holdings, Inc. | 7,549 | $1.35M | 0.01% | −2,192−22.5% | Reduced |
| HM Payson & Co | 7,577 | $1.35M | 0.02% | −497−6.2% | Reduced |
| Avestar Capital, LLC | 7,617 | $1.36M | 0.12% | +222+3.0% | Added |
| CSS LLC | 7,618 | $1.36M | 0.08% | +560+7.9% | Added |
| SageView Advisory Group, LLC | 7,627 | $1.36M | 0.06% | +613+8.7% | Added |
| Bleakley Financial Group, LLC | 7,789 | $1.39M | 0.04% | +367+4.9% | Added |
| Leisure Capital Management | 7,793 | $1.39M | 0.54% | −66−0.8% | Reduced |
| Gotham Asset Management, LLC | 7,826 | $1.40M | 0.01% | −2,401−23.5% | Reduced |
| XTX Topco Ltd | 7,828 | $1.40M | 0.12% | +7,828 | New |
| Canal Capital Management, LLC | 7,924 | $1.41M | 0.23% | −2,117−21.1% | Reduced |
| HRT Financial LP | 7,941 | $1.42M | 0.01% | +7,941 | New |
| Evercore Wealth Management, LLC | 7,963 | $1.42M | 0.02% | −3,000−27.4% | Reduced |
| Hennessy Advisors Inc | 8,000 | $1.43M | 0.04% | +2,500+45.5% | Added |
| Tudor Investment Corp Et Al | 8,048 | $1.44M | 0.02% | −61,743−88.5% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 8,059 | $1.44M | 0.05% | −2,411−23.0% | Reduced |
| Family Legacy, Inc. | 7,980 | $1.44M | 0.49% | +60+0.8% | Added |
| Courier Capital LLC | 8,117 | $1.45M | 0.10% | −2,357−22.5% | Reduced |
| Intrust Bank NA | 8,189 | $1.46M | 0.15% | +205+2.6% | Added |
| Entropy Technologies, LP | 8,226 | $1.47M | 0.15% | −6,285−43.3% | Reduced |
| Main Street Group, LTD | 8,271 | $1.47M | 0.55% | −24−0.3% | Reduced |
| Kingsview Wealth Management, LLC | 8,288 | $1.48M | 0.03% | +424+5.4% | Added |
| Cassaday & Co Wealth Management LLC | 8,358 | $1.49M | 0.04% | −2,032−19.6% | Reduced |
| MAI Capital Management | 8,558 | $1.53M | 0.01% | +3,234+60.7% | Added |