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 |
|---|---|---|---|---|---|
| Maven Securities LTD | 6,991 | $1.25M | 0.20% | −20,402−74.5% | Reduced |
| My Legacy Advisors, LLC | 6,449 | $1.23M | 0.48% | +1,058+19.6% | Added |
| GWN Securities Inc. | 6,033 | $1.23M | 0.33% | +6,033 | New |
| Prospera Financial Services Inc | 6,874 | $1.23M | 0.03% | +1,882+37.7% | Added |
| Barden Capital Management, Inc. | 6,877 | $1.23M | 1.05% | +25+0.4% | Added |
| Vestcor Inc | 6,834 | $1.22M | 0.04% | −736−9.7% | Reduced |
| GAMMA Investing LLC | 6,824 | $1.22M | 0.10% | +953+16.2% | Added |
| Arrow Financial Corp | 6,810 | $1.21M | 0.12% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 6,789 | $1.21M | 0.02% | −140−2.0% | Reduced |
| Selway Asset Management | 6,733 | $1.20M | 0.47% | 00.0% | Unchanged |
| Regions Financial Corp | 6,704 | $1.20M | 0.01% | −346−4.9% | Reduced |
| Cary Street Partners Financial LLC | 6,676 | $1.19M | 0.04% | +6,676 | New |
| Atomi Financial Group, Inc. | 6,621 | $1.18M | 0.06% | +848+14.7% | Added |
| Asset Dedication, LLC | 6,603 | $1.18M | 0.09% | −286−4.2% | Reduced |
| Sargent Investment Group, LLC | 6,437 | $1.16M | 0.19% | −20−0.3% | Reduced |
| Westbourne Investment Advisors, Inc. | 6,455 | $1.15M | 0.39% | −130−2.0% | Reduced |
| Cooper Financial Group | 6,297 | $1.12M | 0.14% | +681+12.1% | Added |
| Cohen Klingenstein LLC | 6,280 | $1.12M | 0.04% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 6,228 | $1.11M | 0.03% | +870+16.2% | Added |
| Intech Investment Management LLC | 6,215 | $1.11M | 0.01% | +4,556+274.6% | Added |
| Whitener Capital Management, Inc. | 6,179 | $1.10M | 0.31% | −200−3.1% | Reduced |
| Graypoint LLC | 6,124 | $1.09M | 0.07% | +434+7.6% | Added |
| Smartleaf Asset Management LLC | 6,132 | $1.09M | 0.11% | +1,416+30.0% | Added |
| Steel Peak Wealth Management LLC | 6,098 | $1.09M | 0.05% | +964+18.8% | Added |
| Arvest Investments, Inc. | 6,071 | $1.08M | 0.17% | −442−6.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,064 | $1.08M | 0.04% | −6,576−52.0% | Reduced |
| Cidel Asset Management Inc | 6,019 | $1.07M | 0.07% | −404−6.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 6,012 | $1.07M | 0.20% | +2,127+54.7% | Added |
| Campbell Capital Management Inc | 6,000 | $1.07M | 0.42% | +6,000 | New |
| GLOBALT Investments LLC | 5,999 | $1.07M | 0.04% | −65−1.1% | Reduced |
| GenTrust, LLC | 5,925 | $1.06M | 0.05% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 5,914 | $1.05M | 0.03% | −765−11.5% | Reduced |
| Vise Technologies, Inc. | 5,913 | $1.05M | 0.09% | +3,255+122.5% | Added |
| Addison Capital Co | 5,910 | $1.05M | 0.42% | −363−5.8% | Reduced |
| Eagle Harbor Asset Management Inc | 5,906 | $1.05M | 1.05% | −37−0.6% | Reduced |
| Northern Oak Wealth Management Inc | 5,899 | $1.05M | 0.13% | −1,070−15.4% | Reduced |
| Power Wealth Management LLC | 5,895 | $1.05M | 0.44% | −152−2.5% | Reduced |
| Kestra Private Wealth Services, LLC | 5,861 | $1.05M | 0.02% | −458−7.2% | Reduced |
| Generali Asset Management SPA SGR | 5,820 | $1.04M | 0.03% | +5,820 | New |
| Trustmark National Bank Trust Department | 5,801 | $1.03M | 0.08% | +1,382+31.3% | Added |
| EPG Wealth Management LLC | 5,787 | $1.03M | 0.27% | −45−0.8% | Reduced |
| Allworth Financial LP | 5,108 | $1.03M | 0.01% | −3,832−42.9% | Reduced |
| Wedmont Private Capital | 5,765 | $1.01M | 0.05% | +321+5.9% | Added |
| Jeppson Wealth Management, LLC | 5,667 | $1.01M | 0.37% | −190−3.2% | Reduced |
| Aptus Capital Advisors, LLC | 5,665 | $1.01M | 0.01% | +239+4.4% | Added |
| Forum Financial Management, LP | 5,652 | $1.01M | 0.02% | +461+8.9% | Added |
| MUFG Securities Americas Inc. | 5,633 | $1.00M | 0.13% | +5,633 | New |
| Prosperity Consulting Group, LLC | 5,627 | $1.00M | 0.08% | +307+5.8% | Added |
| Spire Wealth Management | 5,609 | $1.00M | 0.03% | +717+14.7% | Added |
| Equitable Trust Co | 5,599 | $998.4K | 0.06% | −172−3.0% | Reduced |
| William B. Walkup & Associates, Inc. | 5,590 | $996.9K | 0.63% | −8−0.1% | Reduced |
| Meridian Financial Partners LLC | 5,547 | $989.0K | 0.52% | +88+1.6% | Added |
| RFG Advisory, LLC | 5,523 | $984.9K | 0.03% | +42+0.8% | Added |
| Valeo Financial Advisors, LLC | 5,515 | $983.4K | 0.03% | +252+4.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 5,478 | $976.8K | 0.00% | −5,386−49.6% | Reduced |
| Clear Harbor Asset Management, LLC | 5,466 | $974.7K | 0.08% | −108−1.9% | Reduced |
| Salzhauer Michael | 5,427 | $967.7K | 0.50% | +5,000+1,171.0% | Added |
| Central Pacific Bank - Trust Division | 5,425 | $967.4K | 0.13% | −225−4.0% | Reduced |
| Sebold Capital Management, Inc. | 5,424 | $967.1K | 0.65% | −133−2.4% | Reduced |
| Caxton Associates LP | 5,398 | $962.6K | 0.03% | −2,634−32.8% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 5,388 | $960.8K | 0.35% | −1,265−19.0% | Reduced |
| Northern Financial Advisors Inc | 5,368 | $957.2K | 0.76% | 00.0% | Unchanged |
| Profund Advisors LLC | 5,351 | $954.2K | 0.03% | −952−15.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 5,338 | $951.9K | 0.06% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5,329 | $950.3K | 0.09% | +34+0.6% | Added |
| Fieldview Capital Management, LLC | 5,308 | $946.5K | 0.15% | +5,308 | New |
| Vident Advisory, LLC | 5,261 | $938.4K | 0.02% | −11,389−68.4% | Reduced |
| E. Ohman J:or Asset Management AB | 5,250 | $936.2K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5,247 | $935.6K | 0.06% | +54+1.0% | Added |
| Bank & Trust Co | 5,229 | $932.4K | 0.78% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 5,220 | $930.8K | 0.16% | −1,705−24.6% | Reduced |
| Capital Management Associates | 5,181 | $923.9K | 1.09% | −1,295−20.0% | Reduced |
| Hilltop National Bank | 5,167 | $921.4K | 0.28% | −72−1.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,139 | $916.3K | 0.01% | +429+9.1% | Added |
| Bank Ozk | 5,120 | $913.0K | 0.38% | −29−0.6% | Reduced |
| Glenview Trust Co | 5,089 | $907.5K | 0.02% | −10.0% | Reduced |
| Unified Investment Management | 5,024 | $895.9K | 1.02% | +5,024 | New |
| Quest Partners LLC | 5,011 | $893.6K | 0.12% | −10,068−66.8% | Reduced |
| City Holding Co | 5,010 | $893.4K | 0.13% | +65+1.3% | Added |
| 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 |
| Plato Investment Management Ltd | 4,977 | $890.7K | 0.07% | −542−9.8% | Reduced |
| Adviser Investments LLC | 4,974 | $887.0K | 0.01% | +4,974 | New |
| International Assets Investment Management, LLC | 732,855 | $884.7K | 0.07% | +732,855 | New |
| Malaga Cove Capital, LLC | 4,945 | $881.8K | 0.35% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 4,942 | $881.3K | 0.05% | +234+5.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 5,861 | $877.6K | 0.29% | +64+1.1% | Added |
| Ashton Thomas Private Wealth, LLC | 4,908 | $875.2K | 0.03% | −625−11.3% | Reduced |
| Keybank National Association | 4,873 | $869.0K | 0.00% | +94+2.0% | Added |
| Capital International Sarl | 4,871 | $868.6K | 0.02% | +153+3.2% | Added |
| Baker Tilly Wealth Management, LLC | 4,824 | $860.2K | 0.34% | +500+11.6% | Added |
| Intact Investment Management Inc. | 4,800 | $855.9K | 0.03% | +1,960+69.0% | Added |
| Flow Traders U.S. LLC | 4,765 | $850.0K | 0.03% | +4,765 | New |
| Modern Wealth Management, LLC | 4,750 | $846.9K | 0.03% | +447+10.4% | Added |
| Stony Point Wealth Management Inc. | 4,748 | $846.6K | 0.34% | +10.0% | Added |
| We Are One Seven, LLC | 4,736 | $844.5K | 0.03% | +2,205+87.1% | Added |
| Uncommon Cents Investing LLC | 4,735 | $844.3K | 0.25% | −200−4.1% | Reduced |
| Change Path, LLC | 4,686 | $835.7K | 0.03% | +2,599+124.5% | Added |
| Summit Financial, LLC | 4,670 | $832.8K | 0.03% | +508+12.2% | Added |
| Neville Rodie & Shaw Inc | 4,565 | $814.0K | 0.06% | 00.0% | Unchanged |