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 |
|---|---|---|---|---|---|
| Modera Wealth Management, LLC | 2,932 | $522.8K | 0.01% | +471+19.1% | Added |
| Jacobi Capital Management LLC | 2,929 | $522.4K | 0.04% | −33−1.1% | Reduced |
| Great Valley Advisor Group, Inc. | 2,922 | $521.1K | 0.01% | −194−6.2% | Reduced |
| Financial Security Advisor, Inc. | 2,915 | $519.8K | 0.13% | −144−4.7% | Reduced |
| WMS Partners, LLC | 2,913 | $519.4K | 0.03% | +963+49.4% | Added |
| Atlantic Union Bankshares Corp | 2,904 | $517.8K | 0.03% | −258−8.2% | Reduced |
| Engineers Gate Manager LP | 2,893 | $515.9K | 0.01% | −29,880−91.2% | Reduced |
| Aspiriant, LLC | 2,844 | $507.1K | 0.02% | +201+7.6% | Added |
| Acropolis Investment Management, LLC | 2,833 | $505.2K | 0.03% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 2,831 | $504.9K | 0.01% | −37−1.3% | Reduced |
| Panagora Asset Management Inc | 2,831 | $504.8K | 0.00% | −4,255−60.0% | Reduced |
| Platform Technology Partners | 2,808 | $500.7K | 0.15% | −33−1.2% | Reduced |
| Prossimo Advisors, LLC | 2,804 | $500.0K | 0.36% | +69+2.5% | Added |
| Cambria Investment Management, L.P. | 2,780 | $495.7K | 0.03% | −116−4.0% | Reduced |
| Pointe Capital Management LLC | 2,779 | $495.6K | 0.28% | +43+1.6% | Added |
| Golden State Equity Partners | 2,772 | $494.3K | 0.09% | +93+3.5% | Added |
| Richardson Financial Services Inc. | 2,767 | $492.3K | 0.35% | +592+27.2% | Added |
| KG&L Capital Management,LLC | 2,749 | $490.2K | 0.16% | −125−4.3% | Reduced |
| XML Financial, LLC | 2,738 | $488.3K | 0.04% | +2+0.1% | Added |
| Two Sigma Securities, LLC | 2,735 | $487.7K | 0.09% | −7,913−74.3% | Reduced |
| GeoWealth Management, LLC | 2,728 | $486.5K | 0.02% | +1,201+78.7% | Added |
| Penserra Capital Management LLC | 2,734 | $486.0K | 0.01% | +929+51.5% | Added |
| FFT Wealth Management LLC | 2,720 | $485.1K | 0.04% | +65+2.4% | Added |
| Sunflower Bank, N.A. | 2,705 | $482.4K | 0.13% | +125+4.8% | Added |
| Smith Chas P & Associates Pa Cpas | 2,703 | $482.0K | 0.03% | 00.0% | Unchanged |
| Sovereign Investment Advisors, LLC | 2,703 | $482.0K | 0.14% | +2,703 | New |
| Manchester Capital Management LLC | 2,694 | $480.3K | 0.06% | +30+1.1% | Added |
| Sutton Place Investors LLC | 2,679 | $477.7K | 0.28% | +21+0.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,669 | $475.9K | 0.07% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,653 | $473.1K | 0.05% | +193+7.8% | Added |
| Insigneo Advisory Services, LLC | 2,639 | $470.6K | 0.05% | −139−5.0% | Reduced |
| Busey Wealth Management | 2,636 | $470.1K | 0.02% | −336−11.3% | Reduced |
| Zullo Investment Group, Inc. | 2,613 | $466.0K | 0.19% | −144−5.2% | Reduced |
| Legacy Financial Advisors, Inc. | 2,611 | $465.6K | 0.08% | +387+17.4% | Added |
| J. Goldman & Co LP | 2,610 | $465.4K | 0.02% | +2,610 | New |
| Morningstar Investment Management LLC | 2,576 | $459.0K | 0.04% | −7,184−73.6% | Reduced |
| Proficio Capital Partners LLC | 2,556 | $455.9K | 0.04% | +544+27.0% | Added |
| Chicago Partners Investment Group LLC | 2,524 | $454.7K | 0.02% | +275+12.2% | Added |
| Silvercrest Asset Management Group LLC | 2,549 | $454.5K | 0.00% | +22+0.9% | Added |
| Gamco Investors, Inc. Et Al | 2,546 | $454.0K | 0.00% | −320−11.2% | Reduced |
| 626 Financial, LLC | 2,546 | $454.0K | 0.24% | −45−1.7% | Reduced |
| Riverview Trust Co | 2,542 | $453.3K | 0.41% | 00.0% | Unchanged |
| Hara Capital LLC | 2,535 | $452.0K | 0.29% | −30−1.2% | Reduced |
| Trust Point Inc. | 2,512 | $447.9K | 0.03% | +103+4.3% | Added |
| Parsons Capital Management Inc | 2,504 | $446.5K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,486 | $443.0K | 0.00% | −6,753−73.1% | Reduced |
| Howard Capital Management Inc. | 2,481 | $442.4K | 0.01% | +126+5.4% | Added |
| Convergence Financial, LLC | 2,473 | $441.0K | 0.09% | +112+4.7% | Added |
| Dorsey & Whitney Trust CO LLC | 2,470 | $440.5K | 0.02% | +211+9.3% | Added |
| Montecito Bank & Trust | 2,453 | $437.4K | 0.08% | −148−5.7% | Reduced |
| Integrated Quantitative Investments LLC | 2,430 | $433.3K | 0.21% | +2,430 | New |
| Conning Inc. | 2,429 | $433.1K | 0.02% | −758−23.8% | Reduced |
| Waldron Private Wealth LLC | 2,426 | $432.6K | 0.02% | +2,426 | New |
| Larson Financial Group LLC | 2,416 | $430.8K | 0.02% | +138+6.1% | Added |
| Matrix Asset Advisors Inc | 2,414 | $430.5K | 0.05% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 2,411 | $430.0K | 0.02% | +127+5.6% | Added |
| IFP Advisors, Inc | 2,403 | $428.5K | 0.01% | +569+31.0% | Added |
| Marcum Wealth, LLC | 2,379 | $424.1K | 0.04% | +47+2.0% | Added |
| Moneta Group Investment Advisors LLC | 2,361 | $421.1K | 0.01% | −160−6.3% | Reduced |
| Welch Group, LLC | 2,331 | $414.8K | 0.02% | +4+0.2% | Added |
| Clarius Group, LLC | 2,325 | $414.6K | 0.03% | −187−7.4% | Reduced |
| Bingham Private Wealth, LLC | 2,319 | $413.5K | 0.44% | +2,319 | New |
| Westbourne Investments, Inc. | 2,300 | $410.1K | 0.24% | +2,300 | New |
| TCG Advisory Services, LLC | 2,292 | $408.7K | 0.02% | +45+2.0% | Added |
| Choate Investment Advisors | 2,277 | $406.0K | 0.01% | −631−21.7% | Reduced |
| Sterling Capital Management LLC | 2,266 | $404.1K | 0.01% | −571−20.1% | Reduced |
| Fiduciary Trust Co | 2,262 | $403.3K | 0.01% | +30+1.3% | Added |
| Commerzbank Aktiengesellschaft | 2,249 | $401.0K | 0.01% | +806+55.9% | Added |
| Kovack Advisors, Inc. | 2,234 | $398.4K | 0.04% | −54−2.4% | Reduced |
| Pallas Capital Advisors LLC | 2,229 | $397.5K | 0.02% | +35+1.6% | Added |
| James J. Burns & Company, LLC | 2,212 | $394.0K | 0.07% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 2,205 | $393.2K | 0.02% | +276+14.3% | Added |
| Diversify Advisory Services, LLC | 2,238 | $392.2K | 0.02% | −386−14.7% | Reduced |
| Western Financial Corp | 2,183 | $389.3K | 0.21% | +405+22.8% | Added |
| Verus Financial Partners, Inc. | 2,219 | $389.0K | 0.04% | −552−19.9% | Reduced |
| Systematic Alpha Investments, LLC | 2,181 | $388.9K | 0.01% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 2,174 | $387.7K | 0.01% | 00.0% | Unchanged |
| Rockland Trust Co | 2,172 | $387.3K | 0.02% | +2,172 | New |
| Kearns & Associates LLC | 2,170 | $387.0K | 0.25% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 2,169 | $386.8K | 0.13% | +6+0.3% | Added |
| Shelton Capital Management | 2,157 | $384.6K | 0.01% | −96−4.3% | Reduced |
| Paragon Private Wealth Management, LLC | 2,157 | $384.6K | 0.18% | +248+13.0% | Added |
| Quantitative Investment Management, LLC | 2,156 | $384.0K | 0.03% | −5,269−71.0% | Reduced |
| David Loasby | 2,190 | $383.9K | 0.04% | +564+34.7% | Added |
| Fortress Wealth Group, LLC | 1,900 | $381.7K | 0.18% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 2,138 | $381.2K | 0.04% | −97−4.3% | Reduced |
| Mma Asset Management LLC | 2,133 | $380.4K | 0.17% | +2,133 | New |
| Haverford Trust Co | 2,113 | $376.8K | 0.00% | −87−4.0% | Reduced |
| Investment Management Corp | 2,108 | $375.9K | 0.34% | +2,108 | New |
| Roman Butler Fullerton & Co | 1,852 | $375.1K | 0.12% | +62+3.5% | Added |
| Challenger Wealth Management | 2,100 | $374.5K | 0.32% | +2,100 | New |
| TD Waterhouse Canada Inc. | 2,093 | $373.3K | 0.00% | −134−6.0% | Reduced |
| Opal Wealth Advisors, LLC | 2,091 | $372.9K | 0.11% | +127+6.5% | Added |
| Farringdon Capital, Ltd. | 2,084 | $371.6K | 0.15% | +2,084 | New |
| EverSource Wealth Advisors, LLC | 2,078 | $370.6K | 0.02% | +503+31.9% | Added |
| Legacy Capital Wealth Partners, LLC | 2,077 | $370.4K | 0.09% | −45−2.1% | Reduced |
| Carr Financial Group Corp | 2,065 | $368.2K | 0.12% | +7+0.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,063 | $367.9K | 0.05% | −1,093−34.6% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,060 | $367.3K | 0.04% | 00.0% | Unchanged |
| Taika Capital, LP | 2,055 | $366.4K | 0.28% | +2,055 | New |