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 13 sales; 2,129 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
- 1,361
- +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
- 459 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 | 2,129 | $107.7B |
| Q1 2026 | 2,081 | $96.4B |
| Q4 2025 | 2,211 | $133.0B |
| Q3 2025 | 2,001 | $116.2B |
| Q2 2025 | 1,961 | $118.8B |
| Q1 2025 | 1,402 | $65.5B |
| Q4 2024 | 1,361 | $64.0B |
| Q3 2024 | 1,228 | $52.1B |
| Q2 2024 | 1,201 | $48.0B |
| Q1 2024 | 1,165 | $52.2B |
| Q4 2023 | 1,141 | $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 |
|---|---|---|---|---|---|
| United Asset Strategies, Inc. | 1,555 | $277.3K | 0.03% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,555 | $277.2K | 0.08% | +165+11.9% | Added |
| Sentry Investment Management LLC | 1,551 | $277.0K | 0.13% | −253−14.0% | Reduced |
| Patton Albertson Miller Group, LLC | 1,548 | $276.0K | 0.04% | +1,548 | New |
| Asset Allocation Strategies LLC | 1,402 | $275.5K | 0.07% | −115−7.6% | Reduced |
| Charter Research & Investment Group, Inc. | 1,534 | $273.5K | 0.21% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,530 | $272.8K | 0.15% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 1,526 | $272.1K | 0.24% | −94−5.8% | Reduced |
| Fayez Sarofim & Co | 1,515 | $270.2K | 0.00% | +1,515 | New |
| Partners in Financial Planning | 1,511 | $269.4K | 0.05% | 00.0% | Unchanged |
| IMS Capital Management | 1,505 | $268.4K | 0.12% | 00.0% | Unchanged |
| Doliver Advisors, LP | 1,504 | $268.2K | 0.07% | −264−14.9% | Reduced |
| Wealth Alliance | 1,502 | $267.9K | 0.03% | +32+2.2% | Added |
| Hyperion Capital Advisors LP | 1,501 | $267.7K | 0.14% | 00.0% | Unchanged |
| 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 |
| 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 |
| Dillon & Associates Inc | 1,500 | $267.0K | 0.04% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 1,496 | $266.8K | 0.04% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,495 | $266.6K | 0.05% | 00.0% | Unchanged |
| Washington Trust Co | 1,495 | $266.5K | 0.01% | +27+1.8% | Added |
| Guardian Partners Inc. | 1,475 | $265.7K | 0.03% | +1,475 | New |
| TFB Advisors LLC | 1,488 | $265.3K | 0.08% | +59+4.1% | Added |
| Hamilton Point Investment Advisors, LLC | 1,478 | $263.6K | 0.05% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 1,476 | $263.2K | 0.16% | +1,476 | New |
| AA Financial Advisors, LLC | 1,473 | $262.7K | 0.07% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 1,471 | $262.4K | 0.04% | +12+0.8% | Added |
| King Luther Capital Management Corp | 1,467 | $261.6K | 0.00% | −117−7.4% | Reduced |
| Ethos Financial Group, LLC | 1,465 | $261.2K | 0.03% | +37+2.6% | Added |
| La Banque Postale Asset Management SA | 1,463 | $260.9K | 0.00% | +1,463 | New |
| Passive Capital Management, LLC. | 1,462 | $260.7K | 0.09% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 1,459 | $260.2K | 0.01% | +26+1.8% | Added |
| D.B. Root & Company, LLC | 1,447 | $258.0K | 0.08% | +20+1.4% | Added |
| Portside Wealth Group, LLC | 1,438 | $256.4K | 0.04% | −11−0.8% | Reduced |
| Marathon Capital Management | 1,434 | $255.7K | 0.06% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,428 | $254.6K | 0.05% | +54+3.9% | Added |
| L2 Asset Management, LLC | 1,423 | $253.7K | 0.06% | −79−5.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,422 | $253.6K | 0.04% | −554−28.0% | Reduced |
| 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 |
| FourThought Financial Partners, LLC | 1,411 | $251.6K | 0.03% | +1,411 | New |
| RVW Wealth, LLC | 1,404 | $250.4K | 0.02% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 1,401 | $249.8K | 0.00% | +1,401 | New |
| Heartwood Wealth Advisors LLC | 1,399 | $249.5K | 0.03% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,394 | $248.7K | 0.01% | −30−2.1% | Reduced |
| Traveka Wealth, LLC | 1,393 | $248.3K | 0.14% | +4+0.3% | Added |
| PFG Investments, LLC | 1,392 | $248.2K | 0.02% | −24−1.7% | Reduced |
| LVW Advisors, LLC | 1,387 | $247.3K | 0.03% | +1,387 | New |
| MONECO Advisors, LLC | 1,372 | $244.6K | 0.03% | −96−6.5% | Reduced |
| CVA Family Office, LLC | 1,366 | $243.6K | 0.04% | +51+3.9% | Added |
| USA Financial Portformulas Corp | 1,358 | $242.2K | 0.04% | +1,358 | New |
| Johnson Investment Counsel Inc | 1,356 | $241.9K | 0.00% | +1,356 | New |
| Humankind Investments LLC | 1,349 | $240.6K | 0.06% | −358−21.0% | Reduced |
| Human Investing LLC | 1,344 | $239.7K | 0.04% | −33−2.4% | Reduced |
| TD Private Client Wealth LLC | 1,343 | $239.5K | 0.01% | −11−0.8% | Reduced |
| Smithfield Trust Co | 1,334 | $238.0K | 0.01% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 1,330 | $237.2K | 0.07% | +1,330 | New |
| Applied Capital LLC | 1,329 | $237.0K | 0.19% | +1,329 | New |
| Medallion Wealth Advisors, LLC | 1,320 | $235.7K | 0.12% | +1,320 | New |
| Keudell/Morrison Wealth Management | 1,317 | $234.8K | 0.06% | +1,317 | New |
| MCF Advisors LLC | 1,308 | $233.2K | 0.02% | −4−0.3% | Reduced |
| Wealthcare Advisory Partners LLC | 1,303 | $232.4K | 0.01% | +1,303 | New |
| Level Four Advisory Services, LLC | 1,296 | $231.1K | 0.01% | +1,296 | New |
| Financial Management Professionals, Inc. | 1,295 | $230.9K | 0.03% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 1,295 | $230.9K | 0.03% | +1,295 | New |
| Advisors Capital Management, LLC | 1,290 | $230.0K | 0.00% | +1,290 | New |
| Nikulski Financial, Inc. | 1,290 | $230.0K | 0.07% | +1,290 | New |
| Founders Financial Alliance, LLC | 1,288 | $229.6K | 0.06% | +1,288 | New |
| Blackhawk Capital Partners LLC. | 1,285 | $229.1K | 0.12% | −255−16.6% | Reduced |
| Heritage Wealth Advisors | 1,285 | $229.1K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 1,282 | $228.6K | 0.10% | −121−8.6% | Reduced |
| Alta Advisers Ltd | 1,279 | $228.1K | 0.14% | +179+16.3% | Added |
| 44 Wealth Management LLC | 1,276 | $227.5K | 0.09% | −96−7.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 1,274 | $227.2K | 0.00% | +1,274 | New |
| Leonteq Securities AG | 1,266 | $225.8K | 0.02% | +938+286.0% | Added |
| Quantum Private Wealth, LLC | 1,259 | $224.5K | 0.07% | +1,259 | New |
| Capital Advisors, Ltd. LLC | 1,254 | $224.0K | 0.03% | −1−0.1% | Reduced |
| Flagship Harbor Advisors, LLC | 1,255 | $223.9K | 0.01% | +1,255 | New |
| Requisite Capital Management, LLC | 1,252 | $223.3K | 0.05% | +1,252 | New |
| Chesapeake Wealth Management | 1,245 | $222.0K | 0.08% | +1,245 | New |
| Fort Washington Investment Advisors Inc | 1,241 | $221.3K | 0.00% | +1,241 | New |
| LifePlan Financial, LLC | 1,236 | $220.4K | 0.19% | +1,236 | New |
| Tobam | 1,236 | $220.0K | 0.07% | −213−14.7% | Reduced |
| LJI Wealth Management, LLC | 1,233 | $219.9K | 0.04% | +1,233 | New |
| Old Port Advisors | 1,232 | $219.7K | 0.06% | +1,232 | New |
| Dover Advisors, LLC | 1,229 | $219.2K | 0.13% | +1,229 | New |
| Diversify Wealth Management, LLC | 1,246 | $218.4K | 0.02% | +1,246 | New |
| Turning Point Benefit Group, Inc. | 1,201 | $216.6K | 0.21% | +1,201 | New |
| Cornerstone Wealth Group, LLC | 1,209 | $215.5K | 0.02% | +1,209 | New |
| Crown Wealth Group, LLC | 1,206 | $215.1K | 0.09% | +1,206 | New |
| Sage Mountain Advisors LLC | 1,202 | $214.4K | 0.02% | −185−13.3% | Reduced |
| D'Orazio & Associates, Inc. | 1,202 | $214.3K | 0.03% | +1,202 | New |
| Camelot Portfolios, LLC | 1,200 | $214.0K | 0.23% | +1,200 | New |
| Benin Management CORP | 1,197 | $213.4K | 0.06% | +1,197 | New |
| Walkner Condon Financial Advisors LLC | 1,192 | $212.6K | 0.04% | +1,192 | New |
| Farmers National Bank | 1,190 | $212.2K | 0.06% | +1,190 | New |
| Venturi Wealth Management, LLC | 1,189 | $212.0K | 0.01% | +170+16.7% | Added |
| Cutter & CO Brokerage, Inc. | 1,185 | $211.4K | 0.05% | +1,185 | New |
| Sigma Planning Corp | 1,180 | $210.4K | 0.01% | −990−45.6% | Reduced |