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; 2,129 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 |
|---|---|---|---|---|---|
| Dai-Ichi Life Insurance Company, Ltd | 11,061 | $1.97M | 0.05% | −101−0.9% | Reduced |
| Legato Capital Management LLC | 10,985 | $1.96M | 0.26% | −1,841−14.4% | Reduced |
| Advisory Services Network, LLC | 10,981 | $1.96M | 0.04% | −363−3.2% | Reduced |
| Proequities, Inc. | 9,718 | $1.95M | 0.11% | +489+5.3% | Added |
| Rehmann Capital Advisory Group | 10,842 | $1.93M | 0.12% | −419−3.7% | Reduced |
| Transform Wealth, LLC | 10,829 | $1.93M | 0.11% | −645−5.6% | Reduced |
| Somerset Trust Co | 10,826 | $1.93M | 0.73% | −44−0.4% | Reduced |
| Convergence Investment Partners, LLC | 10,769 | $1.92M | 0.43% | −159−1.5% | Reduced |
| Ofi Invest Asset Management | 11,101 | $1.91M | 0.05% | +11,101 | New |
| Wiley Bros.-Aintree Capital, LLC | 10,507 | $1.91M | 0.02% | +1,401+15.4% | Added |
| Greenleaf Trust | 10,688 | $1.91M | 0.02% | +203+1.9% | Added |
| Investment Management Corp of Ontario | 10,653 | $1.90M | 0.06% | −2,000−15.8% | Reduced |
| Peloton Wealth Strategists | 10,625 | $1.90M | 0.76% | +5,430+104.5% | Added |
| Ritholtz Wealth Management | 10,570 | $1.88M | 0.06% | −619−5.5% | Reduced |
| Guggenheim Capital LLC | 10,472 | $1.87M | 0.02% | −2,271−17.8% | Reduced |
| Compass Capital Corp | 9,307 | $1.86M | 0.72% | +9,307 | New |
| AIA Group Ltd | 10,334 | $1.84M | 0.04% | +4,381+73.6% | Added |
| 1832 Asset Management L.P. | 10,249 | $1.83M | 0.00% | −5,623−35.4% | Reduced |
| GWM Advisors LLC | 10,202 | $1.82M | 0.01% | +3,031+42.3% | Added |
| Boston Private Wealth LLC | 10,174 | $1.81M | 0.03% | +10,174 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 10,169 | $1.81M | 0.48% | +6,047+146.7% | Added |
| Harbour Investments, Inc. | 10,140 | $1.81M | 0.05% | +561+5.9% | Added |
| Vectors Research Management, LLC | 10,107 | $1.80M | 0.61% | −1,003−9.0% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 10,048 | $1.79M | 0.77% | −265−2.6% | Reduced |
| Peapack Gladstone Financial Corp | 10,020 | $1.79M | 0.03% | −281−2.7% | Reduced |
| Dynamic Advisor Solutions LLC | 10,012 | $1.79M | 0.08% | −592−5.6% | Reduced |
| American Assets Inc | 10,000 | $1.78M | 0.55% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 9,967 | $1.78M | 0.05% | +1,172+13.3% | Added |
| HighPoint Advisor Group LLC | 8,864 | $1.77M | 0.10% | +193+2.2% | Added |
| Everence Capital Management Inc | 9,850 | $1.76M | 0.11% | −3,030−23.5% | Reduced |
| HB Wealth Management, LLC | 9,834 | $1.75M | 0.02% | −327−3.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 9,805 | $1.75M | 0.03% | −283−2.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 9,750 | $1.74M | 0.28% | +6,866+238.1% | Added |
| Gsa Capital Partners LLP | 9,678 | $1.73M | 0.13% | +9,678 | New |
| Portfolio Design Labs, LLC | 9,539 | $1.70M | 0.35% | −34−0.4% | Reduced |
| Shell Asset Management Co | 9,499 | $1.69M | 0.07% | −1,751−15.6% | Reduced |
| Signaturefd, LLC | 9,499 | $1.69M | 0.03% | +337+3.7% | Added |
| Brown Brothers Harriman & Co | 9,495 | $1.69M | 0.01% | +200+2.2% | Added |
| Verition Fund Management LLC | 9,490 | $1.69M | 0.01% | +3,252+52.1% | Added |
| Independent Advisor Alliance | 9,382 | $1.67M | 0.02% | +3,155+50.7% | Added |
| Manuka Financial, LLC | 9,336 | $1.66M | 1.12% | +9,336 | New |
| Founders Financial Securities LLC | 9,325 | $1.66M | 0.15% | +138+1.5% | Added |
| Campbell & CO Investment Adviser LLC | 9,311 | $1.66M | 0.13% | +9,311 | New |
| Cornerstone Advisors, LLC | 9,300 | $1.66M | 0.07% | +1,500+19.2% | Added |
| Massmutual Trust Co FSB | 9,282 | $1.66M | 0.05% | +11+0.1% | Added |
| Burke & Herbert Bank & Trust Co | 9,222 | $1.64M | 0.39% | +296+3.3% | Added |
| Bridges Investment Management Inc | 9,133 | $1.63M | 0.02% | −1,357−12.9% | Reduced |
| Prudential PLC | 9,133 | $1.63M | 0.01% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 9,061 | $1.62M | 0.16% | +9,061 | New |
| Argent Trust Co | 9,021 | $1.61M | 0.07% | +10+0.1% | Added |
| Snowden Capital Advisors LLC | 8,963 | $1.60M | 0.05% | −184−2.0% | Reduced |
| Ossiam | 8,938 | $1.59M | 0.03% | −10,900−54.9% | Reduced |
| Great Lakes Retirement, Inc. | 8,931 | $1.59M | 0.21% | −338−3.6% | Reduced |
| Wetherby Asset Management Inc | 8,875 | $1.58M | 0.08% | −610−6.4% | Reduced |
| Regatta Capital Group, LLC | 8,806 | $1.57M | 0.30% | +470+5.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 20,417 | $1.56M | 0.27% | +9,111+80.6% | Added |
| Savant Capital, LLC | 8,768 | $1.56M | 0.01% | +860+10.9% | Added |
| NJ State Employees Deferred Compensation Plan | 8,733 | $1.56M | 0.19% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 8,699 | $1.55M | 0.03% | −42−0.5% | Reduced |
| Country Club Bank | 8,712 | $1.55M | 0.10% | −264−2.9% | Reduced |
| Navalign, LLC | 8,652 | $1.54M | 0.45% | −211−2.4% | Reduced |
| Private Advisor Group, LLC | 8,592 | $1.53M | 0.01% | −9−0.1% | Reduced |
| MAI Capital Management | 8,558 | $1.53M | 0.01% | +3,234+60.7% | Added |
| Cassaday & Co Wealth Management LLC | 8,358 | $1.49M | 0.04% | −2,032−19.6% | Reduced |
| Kingsview Wealth Management, LLC | 8,288 | $1.48M | 0.03% | +424+5.4% | Added |
| Main Street Group, LTD | 8,271 | $1.47M | 0.55% | −24−0.3% | Reduced |
| Entropy Technologies, LP | 8,226 | $1.47M | 0.15% | −6,285−43.3% | Reduced |
| Intrust Bank NA | 8,189 | $1.46M | 0.15% | +205+2.6% | Added |
| Courier Capital LLC | 8,117 | $1.45M | 0.10% | −2,357−22.5% | Reduced |
| Family Legacy, Inc. | 7,980 | $1.44M | 0.49% | +60+0.8% | Added |
| Sanibel Captiva Trust Company, Inc. | 8,059 | $1.44M | 0.05% | −2,411−23.0% | Reduced |
| Tudor Investment Corp Et Al | 8,048 | $1.44M | 0.02% | −61,743−88.5% | Reduced |
| Hennessy Advisors Inc | 8,000 | $1.43M | 0.04% | +2,500+45.5% | Added |
| Evercore Wealth Management, LLC | 7,963 | $1.42M | 0.02% | −3,000−27.4% | Reduced |
| HRT Financial LP | 7,941 | $1.42M | 0.01% | +7,941 | New |
| Canal Capital Management, LLC | 7,924 | $1.41M | 0.23% | −2,117−21.1% | Reduced |
| XTX Topco Ltd | 7,828 | $1.40M | 0.12% | +7,828 | New |
| Gotham Asset Management, LLC | 7,826 | $1.40M | 0.01% | −2,401−23.5% | Reduced |
| Leisure Capital Management | 7,793 | $1.39M | 0.54% | −66−0.8% | Reduced |
| Bleakley Financial Group, LLC | 7,789 | $1.39M | 0.04% | +367+4.9% | Added |
| SageView Advisory Group, LLC | 7,627 | $1.36M | 0.06% | +613+8.7% | Added |
| CSS LLC | 7,618 | $1.36M | 0.08% | +560+7.9% | Added |
| Avestar Capital, LLC | 7,617 | $1.36M | 0.12% | +222+3.0% | Added |
| HM Payson & Co | 7,577 | $1.35M | 0.02% | −497−6.2% | Reduced |
| Equitable Holdings, Inc. | 7,549 | $1.35M | 0.01% | −2,192−22.5% | Reduced |
| Stratos Wealth Partners, LTD. | 7,540 | $1.34M | 0.02% | −1,519−16.8% | Reduced |
| Scotia Capital Inc. | 7,512 | $1.34M | 0.01% | +7,512 | New |
| V-Square Quantitative Management LLC | 7,509 | $1.34M | 0.19% | −360−4.6% | Reduced |
| Coldstream Capital Management Inc | 7,457 | $1.33M | 0.03% | +215+3.0% | Added |
| Sequoia Financial Advisors, LLC | 7,434 | $1.33M | 0.01% | +1,075+16.9% | Added |
| Citizens Financial Group Inc | 7,416 | $1.32M | 0.03% | +1,134+18.1% | Added |
| Wolf Group Capital Advisors | 12,073 | $1.32M | 0.65% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 7,195 | $1.28M | 0.02% | +1,640+29.5% | Added |
| Geneos Wealth Management Inc. | 7,188 | $1.28M | 0.04% | −135−1.8% | Reduced |
| Harvest Fund Management Co., Ltd | 7,107 | $1.27M | 0.06% | +3,588+102.0% | Added |
| Apollon Wealth Management, LLC | 7,101 | $1.27M | 0.03% | +15+0.2% | Added |
| Parallel Advisors, LLC | 7,037 | $1.25M | 0.03% | +392+5.9% | Added |
| Pitcairn Co | 7,007 | $1.25M | 0.07% | −534−7.1% | Reduced |
| Welch & Forbes LLC | 7,004 | $1.25M | 0.02% | −1,434−17.0% | Reduced |
| Wealthspire Advisors, LLC | 6,999 | $1.25M | 0.01% | +1,938+38.3% | Added |