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 |
|---|---|---|---|---|---|
| Convergence Investment Partners, LLC | 2,221 | $205.0K | 0.13% | +185+9.1% | Added |
| Pointe Capital Management LLC | 2,239 | $206.0K | 0.16% | −375−14.3% | Reduced |
| Malaga Cove Capital, LLC | 2,240 | $206.0K | 0.12% | +2,240 | New |
| Fortem Financial Group, LLC | 2,244 | $207.0K | 0.14% | +4+0.2% | Added |
| Burke & Herbert Bank & Trust Co | 2,258 | $208.0K | 0.17% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 2,255 | $208.0K | 0.06% | +316+16.3% | Added |
| Marion Wealth Management | 2,266 | $209.0K | 0.11% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 2,270 | $209.0K | 0.07% | +327+16.8% | Added |
| FFT Wealth Management LLC | 2,275 | $210.0K | 0.03% | +2,275 | New |
| Capital Investment Advisors, LLC | 2,291 | $211.0K | 0.01% | +28+1.2% | Added |
| IFP Advisors, Inc | 2,956 | $211.0K | 0.01% | +723+32.4% | Added |
| Clear Street Markets LLC | 2,301 | $212.0K | 0.04% | −822−26.3% | Reduced |
| Fortress Wealth Group, LLC | 2,300 | $212.0K | 0.16% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 2,304 | $212.0K | 0.02% | +2,304 | New |
| Endurance Wealth Management, Inc. | 2,312 | $213.0K | 0.04% | 00.0% | Unchanged |
| Romano Brothers and Company | 2,315 | $213.0K | 0.03% | +2,315 | New |
| Welch Group, LLC | 2,327 | $214.0K | 0.01% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 2,322 | $214.0K | 0.14% | −496−17.6% | Reduced |
| Stock Yards Bank & Trust Co | 2,334 | $215.0K | 0.01% | 00.0% | Unchanged |
| E&G Advisors, LP | 2,348 | $216.0K | 0.08% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 2,362 | $218.0K | 0.00% | +2,362 | New |
| Campbell & CO Investment Adviser LLC | 2,375 | $219.0K | 0.05% | +2,375 | New |
| Stokes Family Office, LLC | 2,435 | $224.0K | 0.03% | −231−8.7% | Reduced |
| Avitas Wealth Management LLC | 2,435 | $224.0K | 0.05% | +20+0.8% | Added |
| Joule Financial, LLC | 2,431 | $224.0K | 0.17% | +237+10.8% | Added |
| StoneX Group Inc. | 2,438 | $224.7K | 0.03% | +17+0.7% | Added |
| We Are One Seven, LLC | 2,449 | $225.0K | 0.02% | −130−5.0% | Reduced |
| Continuum Advisory, LLC | 2,442 | $225.0K | 0.04% | −4−0.2% | Reduced |
| CWM, LLC | 2,456 | $226.0K | 0.00% | −333−11.9% | Reduced |
| Aspiriant, LLC | 2,486 | $229.0K | 0.01% | +7+0.3% | Added |
| Newbridge Financial Services Group, Inc. | 2,485 | $229.0K | 0.13% | +54+2.2% | Added |
| Lincoln National Corp | 2,490 | $229.0K | 0.01% | +2,490 | New |
| MCF Advisors LLC | 2,499 | $230.0K | 0.03% | −116−4.4% | Reduced |
| Manitou Investment Management Ltd. | 2,500 | $230.0K | 0.04% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 2,500 | $230.0K | 0.05% | +34+1.4% | Added |
| Global Assets Advisory, LLC | 2,191 | $232.0K | 0.23% | +2,191 | New |
| AlphaCrest Capital Management LLC | 2,527 | $233.0K | 0.01% | −23,003−90.1% | Reduced |
| Sweet Financial Partners, LLC | 2,530 | $233.0K | 0.07% | 00.0% | Unchanged |
| Mount Vernon Associates Inc | 2,550 | $235.0K | 0.31% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 2,554 | $235.0K | 0.12% | +252+10.9% | Added |
| Evergreen Capital Management LLC | 2,554 | $236.0K | 0.01% | −412−13.9% | Reduced |
| Keybank National Association | 2,571 | $237.0K | 0.00% | −308−10.7% | Reduced |
| Greenspring Advisors, LLC | 2,583 | $238.0K | 0.07% | −19−0.7% | Reduced |
| Bank of the West | 2,584 | $238.0K | 0.03% | 00.0% | Unchanged |
| Newport Capital Group, LLC | 2,441 | $240.0K | 0.12% | +2,441 | New |
| Sentry Investment Management LLC | 2,625 | $242.0K | 0.11% | −212−7.5% | Reduced |
| Smith Chas P & Associates Pa Cpas | 2,653 | $245.0K | 0.02% | −11−0.4% | Reduced |
| Wealthsource Partners, LLC | 2,665 | $246.0K | 0.02% | +669+33.5% | Added |
| Rockland Trust Co | 2,688 | $248.0K | 0.02% | +2,688 | New |
| Doliver Advisors, LP | 2,699 | $249.0K | 0.09% | −12−0.4% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 2,710 | $250.0K | 0.15% | +278+11.4% | Added |
| Ballentine Partners, LLC | 2,702 | $250.0K | 0.01% | +679+33.6% | Added |
| Riverview Trust Co | 2,721 | $251.0K | 0.24% | −625−18.7% | Reduced |
| Ellevest, Inc. | 2,729 | $252.0K | 0.02% | +659+31.8% | Added |
| Sawtooth Solutions, LLC | 2,816 | $260.0K | 0.04% | +209+8.0% | Added |
| Schneider Downs Wealth Management Advisors, LP | 2,836 | $261.0K | 0.08% | +131+4.8% | Added |
| Echo Street Capital Management LLC | 2,857 | $263.0K | 0.00% | −1,524−34.8% | Reduced |
| Tectonic Advisors LLC | 2,860 | $264.0K | 0.05% | +528+22.6% | Added |
| MQS Management LLC | 2,860 | $264.0K | 0.17% | +2,860 | New |
| Schechter Investment Advisors, LLC | 2,891 | $266.0K | 0.03% | −1,321−31.4% | Reduced |
| Deseret Mutual Benefit Administrators | 2,882 | $266.0K | 0.07% | −330−10.3% | Reduced |
| Proequities, Inc. | 2,886 | $266.0K | 0.03% | +49+1.7% | Added |
| Change Path, LLC | 2,898 | $267.0K | 0.02% | −42−1.4% | Reduced |
| Arden Trust Co | 2,920 | $269.0K | 0.07% | +98+3.5% | Added |
| Lester Murray Antman dba SimplyRich | 2,939 | $270.0K | 0.12% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,947 | $272.0K | 0.02% | −846−22.3% | Reduced |
| Sequoia Financial Advisors, LLC | 2,964 | $273.0K | 0.01% | −560−15.9% | Reduced |
| Mycio Wealth Partners, LLC | 2,963 | $273.0K | 0.11% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 2,966 | $273.0K | 0.03% | +2,966 | New |
| Gladstone Institutional Advisory LLC | 2,977 | $274.0K | 0.02% | −297−9.1% | Reduced |
| Hartford Financial Management Inc. | 3,000 | $277.0K | 0.08% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 3,000 | $277.0K | 0.31% | 00.0% | Unchanged |
| Private Trust Co NA | 3,018 | $278.0K | 0.05% | −563−15.7% | Reduced |
| Abbrea Capital, LLC | 3,020 | $278.0K | 0.05% | −241−7.4% | Reduced |
| Zeke Capital Advisors, LLC | 3,021 | $278.0K | 0.02% | −42−1.4% | Reduced |
| Montag A & Associates Inc | 3,026 | $279.0K | 0.02% | +400+15.2% | Added |
| tru Independence LLC | 3,037 | $280.0K | 0.10% | +5+0.2% | Added |
| HighTower Trust Services, LTA | 3,056 | $282.0K | 0.03% | +3,056 | New |
| Quantamental Technologies LLC | 3,087 | $285.0K | 0.11% | +3,087 | New |
| AIA Group Ltd | 3,101 | $286.0K | 0.02% | −2,093−40.3% | Reduced |
| Soltis Investment Advisors LLC | 3,112 | $287.0K | 0.04% | −41−1.3% | Reduced |
| Curi Capital | 3,121 | $288.0K | 0.05% | +2,480+386.9% | Added |
| Fukoku Mutual Life Insurance Co | 3,138 | $289.0K | 0.03% | −1,330−29.8% | Reduced |
| Alps Advisors Inc | 3,132 | $289.0K | 0.00% | +550+21.3% | Added |
| Gryphon Financial Partners LLC | 3,150 | $290.0K | 0.07% | +343+12.2% | Added |
| Central Trust Co | 3,188 | $293.0K | 0.01% | +90+2.9% | Added |
| Verdence Capital Advisors LLC | 3,195 | $294.0K | 0.04% | −205−6.0% | Reduced |
| Desjardins Global Asset Management Inc. | 3,204 | $295.0K | 0.04% | −51−1.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,222 | $297.0K | 0.01% | −14−0.4% | Reduced |
| Epoch Investment Partners, Inc. | 3,230 | $298.0K | 0.00% | −53−1.6% | Reduced |
| Verus Financial Partners, Inc. | 3,015 | $300.0K | 0.05% | −77−2.5% | Reduced |
| Probity Advisors, Inc. | 3,278 | $302.0K | 0.07% | −441−11.9% | Reduced |
| Orion Portfolio Solutions, LLC | 3,298 | $304.0K | 0.01% | −287−8.0% | Reduced |
| Riverview Capital Advisers, LLC | 2,125 | $305.3K | 0.19% | +14+0.7% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3,336 | $307.0K | 0.14% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 3,352 | $309.0K | 0.16% | −71−2.1% | Reduced |
| Personal Cfo Solutions, LLC | 3,359 | $310.0K | 0.08% | +167+5.2% | Added |
| Vantage Consulting Group Inc | 3,366 | $310.0K | 0.18% | +338+11.2% | Added |
| Syntax Advisors, LLC | 3,366 | $310.0K | 0.26% | +338+11.2% | Added |
| Gateway Investment Advisers LLC | 3,370 | $311.0K | 0.00% | −572−14.5% | Reduced |