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 |
|---|---|---|---|---|---|
| iA Global Asset Management Inc. | 4,563 | $814.0K | 0.01% | +4,563 | New |
| Aspen Wealth Strategies, LLC | 4,553 | $811.9K | 0.52% | +176+4.0% | Added |
| Integrated Investment Consultants, LLC | 4,507 | $803.7K | 0.17% | −565−11.1% | Reduced |
| NewEdge Wealth, LLC | 4,490 | $800.7K | 0.01% | +1,691+60.4% | Added |
| Trust Asset Management LLC | 4,466 | $796.4K | 0.06% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 4,462 | $795.7K | 0.07% | +138+3.2% | Added |
| Sky Investment Group LLC | 4,454 | $794.2K | 0.15% | −25−0.6% | Reduced |
| Mountain Pacific Investment Advisers Inc | 4,448 | $793.2K | 0.06% | 00.0% | Unchanged |
| FIL Ltd | 4,434 | $790.7K | 0.00% | +595+15.5% | Added |
| Evergreen Capital Management LLC | 4,403 | $785.1K | 0.03% | +41+0.9% | Added |
| Atlas Capital Advisors LLC | 4,305 | $767.7K | 0.10% | +1,918+80.4% | Added |
| Angeles Investment Advisors, LLC | 4,280 | $763.2K | 0.04% | −31−0.7% | Reduced |
| Bryn Mawr Trust Co | 4,257 | $759.1K | 0.01% | +123+3.0% | Added |
| Western Wealth Management, LLC | 4,252 | $758.3K | 0.04% | +136+3.3% | Added |
| Fidelis Capital Partners, LLC | 3,762 | $755.8K | 0.08% | +97+2.6% | Added |
| Promethium Advisors,llc | 4,198 | $748.6K | 0.51% | −38−0.9% | Reduced |
| Summit Trail Advisors, LLC | 4,194 | $747.8K | 0.03% | +1,603+61.9% | Added |
| Personal Cfo Solutions, LLC | 4,163 | $742.3K | 0.15% | +644+18.3% | Added |
| Parkside Financial Bank & Trust | 4,143 | $738.8K | 0.10% | +18+0.4% | Added |
| Continuum Advisory, LLC | 4,129 | $736.3K | 0.09% | +220+5.6% | Added |
| Sumitomo Life Insurance Co | 4,123 | $735.2K | 0.01% | −159−3.7% | Reduced |
| Siemens Fonds Invest GmbH | 4,127 | $734.3K | 0.08% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 4,116 | $734.0K | 0.01% | +181+4.6% | Added |
| Farther Finance Advisors, LLC | 4,092 | $729.7K | 0.03% | +1,424+53.4% | Added |
| Quotient Wealth Partners, LLC | 4,081 | $727.8K | 0.02% | −630−13.4% | Reduced |
| South State Corp. | 4,070 | $725.8K | 0.05% | −162−3.8% | Reduced |
| RMR Wealth Builders | 4,015 | $716.0K | 0.07% | +15+0.4% | Added |
| Premier Path Wealth Partners, LLC | 3,988 | $711.1K | 0.11% | +50+1.3% | Added |
| Armstrong Advisory Group, Inc | 3,977 | $709.1K | 0.06% | −142−3.4% | Reduced |
| Raiffeisen Bank International AG | 3,976 | $707.5K | 0.01% | +3,976 | New |
| Scientech Research LLC | 3,945 | $703.5K | 0.20% | +3,945 | New |
| Merit Financial Group, LLC | 3,935 | $701.6K | 0.01% | +1,109+39.2% | Added |
| Morningstar Investment Services LLC | 3,920 | $699.0K | 0.06% | −49,872−92.7% | Reduced |
| Denali Advisors LLC | 3,900 | $695.0K | 0.07% | −2,500−39.1% | Reduced |
| Cigna Investments Inc | 3,892 | $694.0K | 0.12% | −42−1.1% | Reduced |
| NorthRock Partners, LLC | 3,891 | $693.8K | 0.02% | +14+0.4% | Added |
| Stonegate Investment Group, LLC | 3,874 | $690.8K | 0.02% | +248+6.8% | Added |
| Central Trust Co | 3,812 | $679.8K | 0.02% | +522+15.9% | Added |
| Richwood Investment Advisors, LLC | 3,811 | $679.6K | 0.57% | −50−1.3% | Reduced |
| Whittier Trust Co | 3,803 | $678.1K | 0.01% | +27+0.7% | Added |
| Daymark Wealth Partners, LLC | 3,775 | $673.2K | 0.03% | −5,088−57.4% | Reduced |
| Syon Capital LLC | 3,721 | $663.6K | 0.06% | −175−4.5% | Reduced |
| Umb Bank N A | 3,721 | $663.5K | 0.01% | +154+4.3% | Added |
| Lecap Asset Management Ltd | 3,718 | $663.0K | 0.18% | +3,718 | New |
| Ameritas Investment Partners, Inc. | 3,717 | $662.8K | 0.02% | −151−3.9% | Reduced |
| Lake Street Advisors Group, LLC | 3,693 | $658.5K | 0.03% | −284−7.1% | Reduced |
| SRS Capital Advisors, Inc. | 3,681 | $656.6K | 0.04% | +3,350+1,012.1% | Added |
| Vestmark Advisory Solutions, Inc. | 3,674 | $655.1K | 0.02% | +3,674 | New |
| Valley National Advisers Inc | 3,617 | $644.0K | 0.12% | −722−16.6% | Reduced |
| Edgestream Partners, L.P. | 3,549 | $632.9K | 0.03% | +3,549 | New |
| Kathmere Capital Management, LLC | 3,525 | $628.6K | 0.06% | +182+5.4% | Added |
| Montag A & Associates Inc | 3,508 | $625.5K | 0.03% | +2,066+143.3% | Added |
| Crestwood Advisors Group LLC | 3,508 | $625.5K | 0.01% | +605+20.8% | Added |
| Hudson Valley Investment Advisors Inc | 3,500 | $624.1K | 0.07% | 00.0% | Unchanged |
| Csenge Advisory Group | 3,492 | $622.7K | 0.03% | +270+8.4% | Added |
| EP Wealth Advisors, LLC | 3,480 | $620.6K | 0.01% | +869+33.3% | Added |
| Sagespring Wealth Partners, LLC | 3,458 | $616.6K | 0.02% | +3,458 | New |
| Global Trust Asset Management, LLC | 3,436 | $612.6K | 0.23% | +343+11.1% | Added |
| Western Pacific Wealth Management, LP | 3,420 | $609.9K | 0.49% | +765+28.8% | Added |
| St Germain D J Co Inc | 3,416 | $609.1K | 0.03% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 3,382 | $603.2K | 0.03% | −115−3.3% | Reduced |
| Americana Partners, LLC | 3,364 | $599.9K | 0.02% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 3,361 | $599.3K | 0.03% | −363−9.7% | Reduced |
| Harbor Investment Advisory, LLC | 3,360 | $599.2K | 0.06% | −200−5.6% | Reduced |
| Everpar Advisors LLC | 3,340 | $595.6K | 0.30% | +51+1.6% | Added |
| Permanens Capital L.P. | 3,339 | $595.4K | 0.11% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3,336 | $594.9K | 0.15% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 3,330 | $593.9K | 0.05% | −13−0.4% | Reduced |
| First National Trust Co | 3,322 | $592.4K | 0.02% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 3,315 | $591.1K | 0.06% | −154−4.4% | Reduced |
| Perigon Wealth Management, LLC | 3,108 | $585.7K | 0.01% | +445+16.7% | Added |
| Qtron Investments LLC | 3,232 | $576.3K | 0.08% | −430−11.7% | Reduced |
| Diversified Investment Strategies, LLC | 3,227 | $575.4K | 0.38% | 00.0% | Unchanged |
| Wedbush Securities Inc | 3,217 | $574.0K | 0.02% | −796−19.8% | Reduced |
| Brookstone Capital Management | 3,214 | $573.1K | 0.01% | −1,140−26.2% | Reduced |
| Bank of Stockton | 3,197 | $570.1K | 0.17% | −41−1.3% | Reduced |
| Ingalls & Snyder LLC | 3,190 | $569.0K | 0.02% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 3,181 | $567.2K | 0.07% | +299+10.4% | Added |
| AlTi Global, Inc. | 3,122 | $557.5K | 0.01% | −289−8.5% | Reduced |
| Empower Advisory Group, LLC | 3,121 | $556.5K | 0.00% | −23−0.7% | Reduced |
| tru Independence LLC | 3,109 | $554.3K | 0.17% | +4+0.1% | Added |
| Ronald Blue Trust, Inc. | 3,081 | $549.3K | 0.01% | −197−6.0% | Reduced |
| Resources Investment Advisors, LLC. | 3,074 | $548.1K | 0.01% | +6+0.2% | Added |
| Frank, Rimerman Advisors LLC | 3,067 | $546.9K | 0.04% | −601−16.4% | Reduced |
| Waterway Wealth Management, LLC | 3,066 | $546.7K | 0.24% | +996+48.1% | Added |
| Checchi Capital Advisers, LLC | 3,058 | $545.3K | 0.04% | +18+0.6% | Added |
| Willis Investment Counsel | 3,041 | $542.3K | 0.04% | 00.0% | Unchanged |
| ASB Consultores, LLC | 3,029 | $540.1K | 0.22% | +1,033+51.8% | Added |
| Joel Isaacson & Co., LLC | 3,024 | $539.2K | 0.02% | +3,024 | New |
| National Asset Management, Inc. | 3,023 | $539.0K | 0.02% | −684−18.5% | Reduced |
| Fulton Bank, N.A. | 3,022 | $538.9K | 0.02% | −290−8.8% | Reduced |
| GTS Securities LLC | 3,011 | $536.9K | 0.03% | −28,198−90.4% | Reduced |
| First PREMIER Bank | 2,999 | $535.0K | 0.14% | −40−1.3% | Reduced |
| Hartford Financial Management Inc. | 3,000 | $535.0K | 0.11% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 3,000 | $535.0K | 0.40% | 00.0% | Unchanged |
| Pinnbrook Capital Management LP | 2,954 | $526.8K | 0.18% | +2,954 | New |
| Gryphon Financial Partners LLC | 2,952 | $526.4K | 0.08% | −118−3.8% | Reduced |
| ProVise Management Group, LLC | 2,950 | $526.0K | 0.05% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 2,939 | $524.0K | 0.15% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,932 | $522.8K | 0.03% | 00.0% | Unchanged |