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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; 2,130 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.

Other share classesCOF.PICOF.PJCOF.PKCOF.PLCOF.PN

13F holders, Q4 2021

Institutional positions in Capital One Financial Corp as of Dec 31, 2021. 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
1,140
+53 vs. Q3 2021
Shares held
368.4M
−14.2M (−3.7%) vs. Q3 2021
Total value
$53.4B
−$8.51B (−13.7%) vs. Q3 2021
New holders
166
393 more added
Sold out
113
419 more reduced

20 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2021: 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.

Institutional holdersQ4 2021: 1,140 institutions
Q1 2021: 1,017 institutionsQ2 2021: 1,122 institutionsQ3 2021: 1,107 institutionsQ4 2021: 1,140 institutionsQ1 2022: 1,095 institutionsQ2 2022: 1,023 institutionsQ3 2022: 997 institutionsQ4 2022: 1,026 institutionsQ1 2023: 1,009 institutionsQ2 2023: 1,019 institutionsQ3 2023: 1,011 institutionsQ4 2023: 1,142 institutionsQ1 2024: 1,166 institutionsQ2 2024: 1,202 institutionsQ3 2024: 1,229 institutionsQ4 2024: 1,362 institutionsQ1 2025: 1,403 institutionsQ2 2025: 1,962 institutionsQ3 2025: 2,002 institutionsQ4 2025: 2,212 institutionsQ1 2026: 2,082 institutionsQ2 2026: 2,130 institutions
Value heldQ4 2021: $53.4B
Q1 2021: $52.3BQ2 2021: $61.8BQ3 2021: $62.2BQ4 2021: $53.4BQ1 2022: $46.5BQ2 2022: $35.5BQ3 2022: $31.4BQ4 2022: $31.7BQ1 2023: $33.0BQ2 2023: $38.0BQ3 2023: $33.3BQ4 2023: $44.8BQ1 2024: $52.2BQ2 2024: $48.0BQ3 2024: $52.1BQ4 2024: $64.0BQ1 2025: $65.5BQ2 2025: $118.8BQ3 2025: $116.2BQ4 2025: $133.0BQ1 2026: $96.4BQ2 2026: $107.7B
Institutions holding COF and their total value by quarter
QuarterHoldersValue
Q2 20262,130$107.7B
Q1 20262,082$96.4B
Q4 20252,212$133.0B
Q3 20252,002$116.2B
Q2 20251,962$118.8B
Q1 20251,403$65.5B
Q4 20241,362$64.0B
Q3 20241,229$52.1B
Q2 20241,202$48.0B
Q1 20241,166$52.2B
Q4 20231,142$44.8B
Q3 20231,011$33.3B
Q2 20231,019$38.0B
Q1 20231,009$33.0B
Q4 20221,026$31.7B
Q3 2022997$31.4B
Q2 20221,023$35.5B
Q1 20221,095$46.5B
Q4 20211,140$53.4B
Q3 20211,107$62.2B
Q2 20211,122$61.8B
Q1 20211,017$52.3B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Capital One Financial Corp; share changes are against Q3 2021.

Institutions holding COF in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Horan Securities, Inc.1$00.00%+1New
Future Financial Wealth Managment LLC3$00.00%+3New
WestEnd Advisors, LLC5$7250.00%––
Laurel Wealth Advisors LLC6$1.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC4$1.00K0.00%00.0%Unchanged
TSFG, LLC8$1.00K0.00%00.0%Unchanged
Albion Financial Group6$1.00K0.00%+6New
Stonebridge Capital Advisors LLC10$1.00K0.00%+10New
Cassady Schiller Wealth Management, LLC8$1.00K0.00%+8New
Carolinas Wealth Consulting LLC12$2.00K0.00%+4+50.0%Added
North Star Investment Management Corp.14$2.00K0.00%+14New
Blue Bell Private Wealth Management, LLC14$2.00K0.00%+14New
Aquire Wealth Advisors, LLC13$2.00K0.00%+13New
Addison Advisors LLC13$2.00K0.00%+13New
Schubert & Co17$2.00K0.00%+17New
Raleigh Capital Management Inc.14$2.00K0.00%+14New
USA Financial Portformulas Corp18$3.00K0.00%−7,180−99.7%Reduced
Lenox Wealth Advisors, LLC23$3.00K0.00%−334−93.6%Reduced
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.30$4.00K0.00%−40−57.1%Reduced
TFC Financial Management30$4.00K0.00%00.0%Unchanged
IronBridge Private Wealth, LLC28$4.00K0.00%00.0%Unchanged
First Financial Corp25$4.00K0.00%00.0%Unchanged
TCTC Holdings, LLC25$4.00K0.00%+25New
Dark Forest Capital Management LP25$4.00K0.00%+25New
Archer Investment Corp33$4.79K0.00%00.0%Unchanged
Ossiam36$5.00K0.00%−415−92.0%Reduced
Hexagon Capital Partners LLC35$5.00K0.00%00.0%Unchanged
Sierra Capital LLC35$5.00K0.00%+35New
Tyler-Stone Wealth Management37$5.00K0.00%+37New
Aspire Private Capital, LLC42$6.00K0.00%+33+366.7%Added
Ahl Investment Management, Inc.39$6.00K0.01%+39New
CoreFirst Bank & Trust50$7.00K0.00%00.0%Unchanged
Rock Creek Group, LP55$8.00K0.00%−100−64.5%Reduced
Ci Investments Inc.55$8.00K0.00%00.0%Unchanged
Clean Yield Group53$8.00K0.00%00.0%Unchanged
Column Capital Advisors, LLC65$9.00K0.00%−20−23.5%Reduced
Pittenger & Anderson Inc60$9.00K0.00%+60New
Chilton Capital Management LLC59$9.00K0.00%+59New
Beaird Harris Wealth Management, LLC62$9.00K0.00%+62New
Financial Management Professionals, Inc.71$10.0K0.00%−50−41.3%Reduced
Rockbridge Investment Management, LCC67$10.0K0.00%00.0%Unchanged
MBM Wealth Consultants, LLC70$10.0K0.00%+70New
Amplius Wealth Advisors, LLC75$10.0K0.00%+75New
McCarthy Grittinger Financial Group, LLC69$10.0K0.00%00.0%Unchanged
IAG Wealth Partners, LLC75$11.0K0.00%00.0%Unchanged
Sterling Investment Advisors, Ltd.75$11.0K0.00%00.0%Unchanged
Versant Capital Management, Inc74$11.0K0.00%00.0%Unchanged
Baystate Wealth Management LLC84$12.0K0.00%−42−33.3%Reduced
Howe & Rusling Inc80$12.0K0.00%−32−28.6%Reduced
Johnson Midwest Financial, LLC86$12.0K0.01%00.0%Unchanged
Bell Investment Advisors, Inc82$12.0K0.00%+9+12.3%Added
Mystic Asset Management, Inc.83$12.0K0.01%+83New
Alaethes Wealth LLC90$13.0K0.01%00.0%Unchanged
Adirondack Trust Co90$13.0K0.01%00.0%Unchanged
Oakworth Capital, Inc.87$13.0K0.00%00.0%Unchanged
Lee Financial Co89$13.0K0.00%+13+17.1%Added
Sound Income Strategies, LLC94$14.0K0.00%00.0%Unchanged
ClariVest Asset Management LLC99$14.0K0.00%+26+35.6%Added
Logan Capital Management Inc100$15.0K0.00%00.0%Unchanged
Pacific Center for Financial Services100$15.0K0.01%00.0%Unchanged
Ahrens Investment Partners LLC100$15.0K0.01%+100New
Operose Advisors LLC100$15.0K0.01%+100New
MV Capital Management, Inc.108$16.0K0.00%−24−18.2%Reduced
Legacy Bridge, LLC110$16.0K0.01%00.0%Unchanged
Gables Capital Management Inc.109$16.0K0.01%00.0%Unchanged
Charter Oak Capital Management, LLC116$16.0K0.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC113$16.0K0.00%+113New
Stephens Consulting, LLC115$16.7K0.01%+115New
Bedel Financial Consulting, Inc.125$18.0K0.01%00.0%Unchanged
Evoke Wealth, LLC126$18.0K0.00%00.0%Unchanged
Sittner & Nelson, LLC128$19.0K0.01%00.0%Unchanged
Front Row Advisors LLC132$19.0K0.01%+18+15.8%Added
Plante Moran Financial Advisors, LLC136$20.0K0.00%−445−76.6%Reduced
Motco136$20.0K0.00%00.0%Unchanged
Larson Financial Group LLC146$21.0K0.00%+36+32.7%Added
Mach-1 Financial Group, Inc.146$21.0K0.01%+146New
Global Financial Private Client, LLC155$22.5K0.01%00.0%Unchanged
Whittier Trust Co of Nevada Inc160$23.0K0.00%00.0%Unchanged
Cornerstone Advisory, LLC160$23.0K0.00%+160New
Tortoise Investment Management, LLC166$24.0K0.00%00.0%Unchanged
Simon Quick Advisors, LLC175$25.0K0.01%−1,367−88.7%Reduced
Essex Investment Management Co LLC175$25.0K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC175$25.0K0.01%00.0%Unchanged
Cedar Mountain Advisors, LLC182$26.0K0.01%00.0%Unchanged
Zullo Investment Group, Inc.186$27.0K0.01%+186New
FAI Wealth Management197$28.0K0.02%00.0%Unchanged
FinTrust Capital Advisors, LLC200$29.0K0.01%−35−14.9%Reduced
AllSquare Wealth Management LLC200$29.0K0.02%00.0%Unchanged
PSI Advisors, LLC200$29.0K0.01%+50+33.3%Added
Earnest Partners LLC214$31.0K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.228$33.0K0.00%−734−76.3%Reduced
Hall Laurie J Trustee225$33.0K0.01%−50−18.2%Reduced
Covestor Ltd230$33.0K0.05%+230New
Sargent Bickham Lagudis LLC234$34.0K0.00%+1+0.4%Added
Tarbox Family Office, Inc.238$35.0K0.01%00.0%Unchanged
Equitec Proprietary Markets, LLC243$35.0K0.02%+243New
BIT Capital GmbH243$35.3K0.00%+243New
Exane Derivatives245$35.5K0.01%+245New
JFS Wealth Advisors, LLC247$36.0K0.00%−20−7.5%Reduced
McClarren Financial Advisors, Inc.242$36.0K0.02%+2+0.8%Added