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, Q3 2022
Institutional positions in Capital One Financial Corp as of Sep 30, 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
- 997
- −13 vs. Q2 2022
- Shares held
- 340.8M
- +817.0K (+0.2%) vs. Q2 2022
- Total value
- $31.4B
- −$4.03B (−11.4%) vs. Q2 2022
- New holders
- 88
- 336 more added
- Sold out
- 101
- 412 more reduced
13 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding Capital One Financial Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| USA Financial Portformulas Corp | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 5 | $0 | 0.00% | +5 | New |
| Bellwether Advisors, LLC | 3 | $0 | 0.00% | +3 | New |
| Bartlett & Co. Wealth Management LLC | 7 | $645 | 0.00% | −10−58.8% | Reduced |
| Bartlett & Co. LLC | 7 | $1.00K | 0.00% | −10−58.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 11 | $1.00K | 0.00% | +11 | New |
| Delos Wealth Advisors, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Tucker Asset Management LLC | 12 | $1.27K | 0.00% | +12 | New |
| TSFG, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 17 | $2.00K | 0.00% | +4+30.8% | Added |
| Carolinas Wealth Consulting LLC | 23 | $2.00K | 0.00% | +15+187.5% | Added |
| Community Bank, N.A. | 24 | $2.00K | 0.00% | +24 | New |
| Heritage Wealth Management, LLC | 22 | $2.00K | 0.00% | +22 | New |
| Sierra Capital LLC | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 34 | $3.00K | 0.00% | −9−20.9% | Reduced |
| Tyler-Stone Wealth Management | 37 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 35 | $3.00K | 0.00% | +15+75.0% | Added |
| Advisors Preferred, LLC | 33 | $3.00K | 0.00% | +33 | New |
| SJS Investment Consulting Inc. | 36 | $3.00K | 0.00% | +36 | New |
| RWM Asset Management, LLC | 39 | $4.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 52 | $4.00K | 0.00% | +52 | New |
| Financial Management Professionals, Inc. | 50 | $5.00K | 0.00% | −28−35.9% | Reduced |
| Front Row Advisors LLC | 49 | $5.00K | 0.00% | −14−22.2% | Reduced |
| Coston, McIsaac & Partners | 65 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 53 | $5.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 51 | $5.00K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 58 | $5.00K | 0.00% | +24+70.6% | Added |
| De Burlo Group Inc | 56 | $5.16K | 0.00% | +56 | New |
| JFS Wealth Advisors, LLC | 68 | $6.00K | 0.00% | −101−59.8% | Reduced |
| ClariVest Asset Management LLC | 68 | $6.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 68 | $6.00K | 0.00% | −3−4.2% | Reduced |
| Gradient Investments LLC | 62 | $6.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 62 | $6.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 60 | $6.00K | 0.01% | +30+100.0% | Added |
| Howe & Rusling Inc | 72 | $7.00K | 0.00% | −25−25.8% | Reduced |
| Baystate Wealth Management LLC | 72 | $7.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 70 | $7.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 76 | $7.00K | 0.00% | +70+1,166.7% | Added |
| SOA Wealth Advisors, LLC. | 96 | $8.00K | 0.00% | −17−15.0% | Reduced |
| Adirondack Trust Co | 90 | $8.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 86 | $8.00K | 0.03% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 88 | $8.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 88 | $8.12K | 0.00% | +88 | New |
| Logan Capital Management Inc | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 89 | $9.00K | 0.00% | −7−7.3% | Reduced |
| Pacific Center for Financial Services | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 99 | $9.00K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 101 | $9.29K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 113 | $10.0K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 110 | $10.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 108 | $10.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 109 | $10.0K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 110 | $10.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 109 | $10.0K | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 113 | $10.0K | 0.00% | +113 | New |
| Tacita Capital Inc | 115 | $11.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 131 | $12.0K | 0.00% | −317−70.8% | Reduced |
| HHM Wealth Advisors, LLC | 125 | $12.0K | 0.00% | −50−28.6% | Reduced |
| Evoke Wealth, LLC | 125 | $12.0K | 0.00% | −1−0.8% | Reduced |
| Sittner & Nelson, LLC | 128 | $12.0K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 93 | $12.0K | 0.01% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 146 | $13.0K | 0.01% | 00.0% | Unchanged |
| American Research & Management Co. | 136 | $13.0K | 0.00% | +136 | New |
| Motco | 148 | $14.0K | 0.00% | +12+8.8% | Added |
| Crewe Advisors LLC | 161 | $15.0K | 0.00% | +50+45.0% | Added |
| Essex Investment Management Co LLC | 175 | $16.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 173 | $16.0K | 0.00% | +48+38.4% | Added |
| Cedar Mountain Advisors, LLC | 188 | $17.0K | 0.01% | +6+3.3% | Added |
| Tortoise Investment Management, LLC | 191 | $18.0K | 0.00% | −27−12.4% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 200 | $18.0K | 0.24% | 00.0% | Unchanged |
| FAI Wealth Management | 197 | $18.0K | 0.02% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 209 | $19.0K | 0.00% | −51,164−99.6% | Reduced |
| AllSquare Wealth Management LLC | 201 | $19.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 204 | $19.0K | 0.00% | +165+423.1% | Added |
| McIlrath & Eck, LLC | 203 | $19.0K | 0.01% | +203 | New |
| Earnest Partners LLC | 214 | $20.0K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 245 | $22.0K | 0.02% | +245 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 262 | $24.0K | 0.00% | −10−3.7% | Reduced |
| Pin Oak Investment Advisors Inc | 261 | $24.0K | 0.03% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 258 | $24.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 261 | $24.0K | 0.01% | +179+218.3% | Added |
| Bank of New Hampshire | 278 | $26.0K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 277 | $26.0K | 0.00% | +277 | New |
| Trustcore Financial Services, LLC | 288 | $27.0K | 0.00% | −326−53.1% | Reduced |
| Bray Capital Advisors | 305 | $28.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 308 | $28.0K | 0.01% | +1+0.3% | Added |
| Disciplined Investments, LLC | 314 | $29.0K | 0.01% | −18−5.4% | Reduced |
| Raffa Wealth Management, LLC | 315 | $29.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 282 | $30.0K | 0.00% | −147−34.3% | Reduced |
| Arlington Partners LLC | 323 | $30.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 292 | $30.0K | 0.01% | 00.0% | Unchanged |