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, Q4 2022
Institutional positions in Capital One Financial Corp as of Dec 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
- 1,026
- +48 vs. Q3 2022
- Shares held
- 341.3M
- +1.19M (+0.3%) vs. Q3 2022
- Total value
- $31.7B
- +$360.1M (+1.1%) vs. Q3 2022
- New holders
- 127
- 337 more added
- Sold out
- 79
- 394 more reduced
19 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Capital One Financial Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 209 | $19.4K | 0.00% | +110+111.1% | Added |
| Earnest Partners LLC | 214 | $19.9K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 246 | $22.0K | 0.02% | +1+0.4% | Added |
| Hexagon Capital Partners LLC | 247 | $23.0K | 0.01% | −14−5.4% | Reduced |
| Trustcore Financial Services, LLC | 249 | $23.1K | 0.00% | −39−13.5% | Reduced |
| Accurate Wealth Management, LLC | 243 | $23.9K | 0.01% | +243 | New |
| Carmichael Hill & Associates, Inc. | 258 | $24.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 261 | $24.0K | 0.03% | 00.0% | Unchanged |
| Bank of New Hampshire | 278 | $26.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 283 | $26.3K | 0.00% | −220−43.7% | Reduced |
| Atticus Wealth Management, LLC | 288 | $26.8K | 0.01% | −4−1.4% | Reduced |
| Bray Capital Advisors | 305 | $28.4K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 309 | $28.8K | 0.01% | +1+0.3% | Added |
| Raffa Wealth Management, LLC | 315 | $29.3K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 323 | $30.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 324 | $30.1K | 0.03% | +324 | New |
| Glen Eagle Advisors, LLC | 329 | $30.6K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 333 | $31.0K | 0.02% | +19+6.1% | Added |
| First Community Trust NA | 335 | $31.0K | 0.04% | 00.0% | Unchanged |
| CNB Bank | 342 | $31.8K | 0.02% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 345 | $32.1K | 0.02% | +345 | New |
| Bangor Savings Bank | 371 | $34.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 370 | $34.4K | 0.00% | +370 | New |
| Resurgent Financial Advisors LLC | 371 | $34.5K | 0.02% | +371 | New |
| Pinnacle Bancorp, Inc. | 378 | $35.0K | 0.01% | −44−10.4% | Reduced |
| Operose Advisors LLC | 380 | $35.3K | 0.02% | +380 | New |
| FinTrust Capital Advisors, LLC | 381 | $35.4K | 0.01% | +31+8.9% | Added |
| 3Chopt Investment Partners, LLC | 381 | $35.4K | 0.02% | +381 | New |
| Westside Investment Management, Inc. | 400 | $37.0K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 400 | $37.2K | 0.01% | −1,154−74.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 423 | $39.3K | 0.00% | +423 | New |
| Elequin Capital LP | 438 | $40.7K | 0.01% | +438 | New |
| Loomis Sayles & Co L P | 444 | $41.0K | 0.00% | −1,186−72.8% | Reduced |
| Silvant Capital Management LLC | 444 | $41.3K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 445 | $41.4K | 0.02% | 00.0% | Unchanged |
| Comerica Securities,inc. | 461 | $42.9K | 0.00% | +461 | New |
| Whittier Trust Co of Nevada Inc | 463 | $43.0K | 0.00% | +46+11.0% | Added |
| Cambridge Trust Co | 475 | $44.0K | 0.00% | −712−60.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 484 | $45.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 498 | $46.3K | 0.02% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 515 | $47.0K | 0.04% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 506 | $47.0K | 0.00% | −3,224−86.4% | Reduced |
| Washington Trust Advisors, Inc. | 518 | $48.2K | 0.01% | −83−13.8% | Reduced |
| Parkside Financial Bank & Trust | 518 | $48.2K | 0.01% | +81+18.5% | Added |
| Mendota Financial Group, LLC | 532 | $49.5K | 0.06% | +532 | New |
| Dividend Assets Capital, LLC | 535 | $50.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 542 | $50.4K | 0.02% | −760−58.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 547 | $50.8K | 0.01% | −27,710−98.1% | Reduced |
| Toth Financial Advisory Corp | 585 | $54.4K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 594 | $55.2K | 0.02% | +594 | New |
| General Partner, Inc. | 595 | $55.3K | 0.05% | +595 | New |
| Global Financial Private Client, LLC | 631 | $58.7K | 0.03% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 640 | $59.0K | 0.04% | −145−18.5% | Reduced |
| Global Retirement Partners, LLC | 643 | $59.7K | 0.00% | +361+128.0% | Added |
| Concord Wealth Partners | 656 | $61.0K | 0.02% | +656 | New |
| Leelyn Smith, LLC | 662 | $61.5K | 0.02% | 00.0% | Unchanged |
| First Command Bank | 681 | $63.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 681 | $63.0K | 0.01% | 00.0% | Unchanged |
| Norway Savings Bank | 679 | $63.1K | 0.03% | 00.0% | Unchanged |
| United Community Bank | 694 | $64.5K | 0.06% | +50+7.8% | Added |
| Centiva Capital, LP | 709 | $65.9K | 0.01% | −3,357−82.6% | Reduced |
| Atlantic Trust, LLC | 707 | $66.0K | 0.02% | +707 | New |
| Hanson & Doremus Investment Management | 724 | $67.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 735 | $68.3K | 0.01% | −205−21.8% | Reduced |
| AXS Investments LLC | 735 | $68.3K | 0.02% | +735 | New |
| Monetary Management Group Inc | 750 | $69.7K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 754 | $70.1K | 0.04% | +296+64.6% | Added |
| Western Pacific Wealth Management, LP | 765 | $71.1K | 0.06% | +420+121.7% | Added |
| Old North State Trust, LLC | 791 | $74.0K | 0.05% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 796 | $74.0K | 0.02% | +57+7.7% | Added |
| TCI Wealth Advisors, Inc. | 828 | $77.0K | 0.01% | +430+108.0% | Added |
| Thompson Siegel & Walmsley LLC | 825 | $77.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 831 | $77.3K | 0.00% | −596−41.8% | Reduced |
| Grove Bank & Trust | 845 | $79.0K | 0.02% | +845 | New |
| Caldwell Trust Co | 862 | $80.1K | 0.01% | −275−24.2% | Reduced |
| BerganKDV Wealth Management, LLC | 863 | $80.2K | 0.01% | +37+4.5% | Added |
| EverSource Wealth Advisors, LLC | 906 | $84.2K | 0.01% | −256−22.0% | Reduced |
| Belvedere Trading LLC | 918 | $85.3K | 0.05% | +918 | New |
| Tompkins Financial Corp | 926 | $86.0K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 926 | $86.0K | 0.06% | 00.0% | Unchanged |
| Covestor Ltd | 960 | $89.0K | 0.07% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 958 | $89.1K | 0.01% | +5+0.5% | Added |
| Independence Bank of Kentucky | 1,010 | $94.0K | 0.04% | +425+72.6% | Added |
| Park Place Capital Corp | 1,030 | $96.0K | 0.03% | +1,030 | New |
| American National Bank | 1,094 | $102.0K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,100 | $102.0K | 0.06% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $102.0K | 0.19% | – | New |
| CoreCap Advisors, LLC | 1,098 | $102.1K | 0.01% | +1,098 | New |
| CVA Family Office, LLC | 1,124 | $104.5K | 0.03% | +327+41.0% | Added |
| Farther Finance Advisors, LLC | 1,127 | $104.8K | 0.04% | +1,127 | New |
| JJJ Advisors Inc. | 1,055 | $106.6K | 0.03% | −200−15.9% | Reduced |
| Evermay Wealth Management LLC | 1,190 | $110.6K | 0.02% | 00.0% | Unchanged |
| Tobam | 1,202 | $112.0K | 0.01% | −812−40.3% | Reduced |
| Baker Avenue Asset Management, LP | 1,232 | $114.5K | 0.01% | +1,232 | New |
| Seaport Global Advisors, LLC | 1,245 | $115.7K | 0.40% | −54−4.2% | Reduced |
| West Paces Advisors Inc. | 1,284 | $119.4K | 0.04% | −22−1.7% | Reduced |
| Glassman Wealth Services | 1,286 | $119.5K | 0.02% | +130+11.2% | Added |
| Norwood Financial Corp | 1,295 | $120.4K | 0.19% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,334 | $123.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,367 | $127.1K | 0.01% | +423+44.8% | Added |