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.
13F holders, Q1 2022
Institutional positions in Capital One Financial Corp as of Mar 31, 2022. 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
- 1,095
- −29 vs. Q4 2021
- Shares held
- 355.1M
- −12.9M (−3.5%) vs. Q4 2021
- Total value
- $46.5B
- −$6.87B (−12.9%) vs. Q4 2021
- New holders
- 92
- 414 more added
- Sold out
- 121
- 408 more reduced
16 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,130 | $107.7B |
| Q1 2026 | 2,082 | $96.4B |
| Q4 2025 | 2,212 | $133.0B |
| Q3 2025 | 2,002 | $116.2B |
| Q2 2025 | 1,962 | $118.8B |
| Q1 2025 | 1,403 | $65.5B |
| Q4 2024 | 1,362 | $64.0B |
| Q3 2024 | 1,229 | $52.1B |
| Q2 2024 | 1,202 | $48.0B |
| Q1 2024 | 1,166 | $52.2B |
| Q4 2023 | 1,142 | $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, Q1 2022
Shares, value and share of portfolio for each institution holding Capital One Financial Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cerity Partners LLC | 2,390 | $314.0K | 0.00% | −2,931−55.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,430 | $319.0K | 0.16% | +16+0.7% | Added |
| Henshaw Capital LLC | 2,443 | $320.7K | 0.02% | +763+45.4% | Added |
| Center For Asset Management LLC | 2,477 | $325.0K | 0.25% | −678−21.5% | Reduced |
| Harvest Fund Management Co., Ltd | 2,502 | $328.0K | 0.07% | −2,443−49.4% | Reduced |
| Vantage Consulting Group Inc | 2,498 | $328.0K | 0.13% | +50+2.0% | Added |
| Syntax Advisors, LLC | 2,498 | $328.0K | 0.28% | +50+2.0% | Added |
| Proequities, Inc. | 2,513 | $330.0K | 0.02% | +710+39.4% | Added |
| StoneX Group Inc. | 2,516 | $330.3K | 0.03% | −35−1.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,518 | $331.0K | 0.01% | −475−15.9% | Reduced |
| Sweet Financial Partners, LLC | 2,542 | $334.0K | 0.09% | +42+1.7% | Added |
| CFM Wealth Partners LLC | 2,543 | $334.0K | 0.08% | +2,543 | New |
| Mount Vernon Associates Inc | 2,550 | $335.0K | 0.32% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 2,553 | $336.0K | 0.02% | −305−10.7% | Reduced |
| Lincoln National Corp | 2,576 | $338.0K | 0.01% | −5−0.2% | Reduced |
| Riverview Capital Advisers, LLC | 2,099 | $341.7K | 0.16% | +53+2.6% | Added |
| CWM, LLC | 2,602 | $342.0K | 0.00% | +433+20.0% | Added |
| Pointe Capital Management LLC | 2,614 | $343.0K | 0.22% | +59+2.3% | Added |
| Alps Advisors Inc | 2,609 | $343.0K | 0.00% | +207+8.6% | Added |
| MCF Advisors LLC | 2,609 | $343.0K | 0.03% | +2,609 | New |
| Ellevest, Inc. | 2,618 | $344.0K | 0.03% | +526+25.1% | Added |
| Greenspring Advisors, LLC | 2,629 | $345.0K | 0.09% | 00.0% | Unchanged |
| Old Port Advisors | 2,659 | $348.0K | 0.12% | −40−1.5% | Reduced |
| Smith Chas P & Associates Pa Cpas | 2,653 | $348.0K | 0.03% | 00.0% | Unchanged |
| Doliver Advisors, LP | 2,666 | $350.0K | 0.11% | −25−0.9% | Reduced |
| Mycio Wealth Partners, LLC | 2,678 | $352.0K | 0.11% | 00.0% | Unchanged |
| Bank of the West | 2,685 | $353.0K | 0.04% | −117−4.2% | Reduced |
| Aspiriant, LLC | 2,691 | $354.0K | 0.02% | −60−2.2% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 2,700 | $354.0K | 0.09% | +896+49.7% | Added |
| Meristem Family Wealth, LLC | 2,702 | $355.0K | 0.04% | +272+11.2% | Added |
| Intersect Capital LLC | 2,728 | $358.0K | 0.07% | +35+1.3% | Added |
| Oak Thistle LLC | 2,726 | $358.0K | 0.19% | +2,726 | New |
| Versor Investments LP | 2,738 | $359.0K | 0.01% | +2,738 | New |
| Money Concepts Capital Corp | 2,752 | $361.0K | 0.02% | +463+20.2% | Added |
| Clear Street Markets LLC | 2,770 | $364.0K | 0.11% | −6,275−69.4% | Reduced |
| Change Path, LLC | 2,801 | $368.0K | 0.02% | +16+0.6% | Added |
| Proffitt & Goodson Inc | 2,813 | $369.0K | 0.07% | +824+41.4% | Added |
| Sargent Investment Group, LLC | 2,841 | $373.0K | 0.09% | +316+12.5% | Added |
| Gryphon Financial Partners LLC | 2,873 | $377.0K | 0.08% | −111−3.7% | Reduced |
| OneAscent Wealth Management LLC | 2,891 | $379.0K | 0.19% | −36−1.2% | Reduced |
| Checchi Capital Advisers, LLC | 2,895 | $380.0K | 0.04% | +150+5.5% | Added |
| Seaport Global Advisors, LLC | 2,910 | $382.0K | 1.22% | −3,966−57.7% | Reduced |
| Lester Murray Antman dba SimplyRich | 2,939 | $385.0K | 0.13% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 2,938 | $386.0K | 0.02% | +2,938 | New |
| Sigma Planning Corp | 2,952 | $388.0K | 0.01% | +112+3.9% | Added |
| Sequoia Financial Advisors, LLC | 2,959 | $388.0K | 0.01% | +303+11.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,965 | $389.0K | 0.02% | +2,091+239.2% | Added |
| Deseret Mutual Benefit Administrators | 2,978 | $391.0K | 0.08% | −632−17.5% | Reduced |
| Riverview Trust Co | 2,978 | $391.0K | 0.29% | +302+11.3% | Added |
| Fortem Financial Group, LLC | 2,987 | $392.0K | 0.17% | −1,284−30.1% | Reduced |
| Columbia Trust Co 01012016 | 2,962 | $393.0K | 0.18% | −74−2.4% | Reduced |
| Manitou Investment Management Ltd. | 3,000 | $394.0K | 0.06% | −500−14.3% | Reduced |
| Hartford Financial Management Inc. | 3,000 | $394.0K | 0.10% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 3,000 | $394.0K | 0.36% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,013 | $396.0K | 0.03% | +1,007+50.2% | Added |
| HighTower Trust Services, LTA | 3,037 | $399.0K | 0.04% | +24+0.8% | Added |
| Capital Analysts, LLC | 3,049 | $400.0K | 0.03% | −388−11.3% | Reduced |
| Lindbrook Capital, LLC | 3,090 | $406.0K | 0.06% | −26−0.8% | Reduced |
| CSS LLC | 3,100 | $407.0K | 0.02% | −1,000−24.4% | Reduced |
| Zeke Capital Advisors, LLC | 3,112 | $408.0K | 0.02% | +3,112 | New |
| Balentine LLC | 3,110 | $408.0K | 0.01% | +3,110 | New |
| Verus Financial Partners, Inc. | 3,089 | $409.0K | 0.06% | +602+24.2% | Added |
| TBH Global Asset Management, LLC | 3,120 | $410.0K | 0.09% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 3,138 | $412.0K | 0.01% | −354−10.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,159 | $415.0K | 0.09% | −11,200−78.0% | Reduced |
| EPG Wealth Management LLC | 3,220 | $423.0K | 0.15% | +443+16.0% | Added |
| Empirical Asset Management, LLC | 3,221 | $423.0K | 0.40% | +592+22.5% | Added |
| Krilogy Financial LLC | 3,241 | $425.0K | 0.04% | +3,241 | New |
| Gladstone Institutional Advisory LLC | 3,247 | $426.0K | 0.03% | −1,116−25.6% | Reduced |
| ASB Consultores, LLC | 3,299 | $433.0K | 0.18% | −186−5.3% | Reduced |
| Quadrant Capital Group LLC | 3,302 | $433.0K | 0.05% | +377+12.9% | Added |
| Vestmark Advisory Solutions, Inc. | 3,316 | $435.0K | 0.02% | +163+5.2% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3,336 | $438.0K | 0.15% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 3,355 | $440.0K | 0.17% | −12,005−78.2% | Reduced |
| Assenagon Asset Management S.A. | 3,365 | $442.0K | 0.00% | −376,306−99.1% | Reduced |
| Wolverine Trading, LLC | 3,296 | $443.0K | 0.01% | −10,044−75.3% | Reduced |
| Garrett Investment Advisors LLC | 3,376 | $443.0K | 0.11% | +482+16.7% | Added |
| Verdence Capital Advisors LLC | 3,392 | $445.0K | 0.05% | +962+39.6% | Added |
| Sentry Investment Management LLC | 3,390 | $445.0K | 0.14% | +3,390 | New |
| Americana Partners, LLC | 3,406 | $447.0K | 0.14% | +66+2.0% | Added |
| Itau Unibanco Holding S.A. | 3,411 | $448.0K | 0.01% | +2,410+240.8% | Added |
| Central Trust Co | 3,423 | $449.0K | 0.01% | −185−5.1% | Reduced |
| Orion Portfolio Solutions, LLC | 3,419 | $449.0K | 0.02% | +278+8.9% | Added |
| Mount Yale Investment Advisors, LLC | 3,442 | $452.0K | 0.05% | +140+4.2% | Added |
| Abbrea Capital, LLC | 3,445 | $452.0K | 0.06% | +220+6.8% | Added |
| Schonfeld Strategic Advisors LLC | 3,452 | $453.0K | 0.01% | −107,914−96.9% | Reduced |
| MUFG Americas Holdings Corp | 3,490 | $458.0K | 0.01% | +2,000+134.2% | Added |
| JBF Capital, Inc. | 3,500 | $460.0K | 0.10% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 3,501 | $460.0K | 0.01% | +3,501 | New |
| Fund Management at Engine No. 1 LLC | 3,504 | $460.0K | 0.12% | +3,504 | New |
| Global Trust Asset Management, LLC | 3,524 | $463.0K | 0.19% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 3,558 | $467.0K | 0.17% | −124−3.4% | Reduced |
| Private Trust Co NA | 3,564 | $468.0K | 0.07% | +1,286+56.5% | Added |
| Dynamic Technology Lab Private Ltd | 3,577 | $470.0K | 0.06% | −7,340−67.2% | Reduced |
| National Asset Management, Inc. | 3,598 | $473.0K | 0.02% | −2,679−42.7% | Reduced |
| Concentric Wealth Management, LLC | 3,704 | $486.0K | 0.14% | +15+0.4% | Added |
| Montag A & Associates Inc | 3,708 | $487.0K | 0.03% | −1,712−31.6% | Reduced |
| Laurion Capital Management LP | 3,718 | $488.0K | 0.01% | −43,756−92.2% | Reduced |
| Probity Advisors, Inc. | 3,721 | $489.0K | 0.10% | +21+0.6% | Added |
| Brighton Jones LLC | 3,735 | $490.0K | 0.02% | −24−0.6% | Reduced |