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 |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 1,383 | $128.6K | 0.02% | +116+9.2% | Added |
| Edge Capital Group, LLC | 1,415 | $131.5K | 0.01% | +1,415 | New |
| Itau Unibanco Holding S.A. | 1,429 | $132.4K | 0.01% | −221−13.4% | Reduced |
| Washington Trust Co | 1,429 | $132.8K | 0.01% | −300−17.4% | Reduced |
| Rosenberg Matthew Hamilton | 1,471 | $136.7K | 0.05% | −69−4.5% | Reduced |
| Whittier Trust Co | 1,486 | $138.1K | 0.00% | −3,477−70.1% | Reduced |
| Princeton Global Asset Management LLC | 1,495 | $139.0K | 0.05% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 1,616 | $150.0K | 0.01% | +1,616 | New |
| Counterpoint Mutual Funds LLC | 1,635 | $152.0K | 0.16% | +1,635 | New |
| Deseret Mutual Benefit Administrators | 1,656 | $153.9K | 0.06% | −1,226−42.5% | Reduced |
| Capital Advisors, Ltd. LLC | 1,653 | $154.0K | 0.03% | +42+2.6% | Added |
| Quent Capital, LLC | 1,694 | $157.5K | 0.03% | +71+4.4% | Added |
| Money Concepts Capital Corp | 1,797 | $167.1K | 0.01% | +400+28.6% | Added |
| Proequities, Inc. | 1,821 | $169.3K | 0.01% | −1,065−36.9% | Reduced |
| CKW Financial Group | 1,875 | $174.0K | 0.03% | 00.0% | Unchanged |
| AIA Group Ltd | 1,968 | $182.9K | 0.01% | −1,133−36.5% | Reduced |
| Zullo Investment Group, Inc. | 1,979 | $184.0K | 0.11% | +185+10.3% | Added |
| Magnolia Capital Management Ltd | 2,000 | $186.0K | 0.18% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 2,038 | $189.0K | 0.06% | −232−10.2% | Reduced |
| SkyView Investment Advisors, LLC | 2,032 | $189.0K | 0.06% | −223−9.9% | Reduced |
| TD Waterhouse Canada Inc. | 1,724 | $193.4K | 0.00% | −3,176−64.8% | Reduced |
| Ingalls & Snyder LLC | 2,158 | $201.0K | 0.01% | +2,158 | New |
| Fiduciary Trust Co | 2,168 | $201.5K | 0.00% | +2,168 | New |
| Kearns & Associates LLC | 2,170 | $201.7K | 0.21% | +2,170 | New |
| Bowen Hanes & Co Inc | 2,174 | $202.1K | 0.01% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 2,181 | $202.7K | 0.01% | 00.0% | Unchanged |
| DFPG Investments, LLC | 1,996 | $203.2K | 0.03% | +1,996 | New |
| Arden Trust Co | 2,189 | $203.5K | 0.04% | −731−25.0% | Reduced |
| Vise Technologies, Inc. | 2,192 | $203.8K | 0.06% | +2,192 | New |
| Compagnie Lombard Odier SCmA | 2,203 | $204.0K | 0.01% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 2,197 | $204.3K | 0.12% | −47−2.1% | Reduced |
| Ballentine Partners, LLC | 2,221 | $206.5K | 0.01% | −481−17.8% | Reduced |
| Ronald Blue Trust, Inc. | 2,257 | $208.0K | 0.00% | +946+72.2% | Added |
| Malaga Cove Capital, LLC | 2,240 | $208.2K | 0.11% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 2,255 | $209.6K | 0.01% | −6,283−73.6% | Reduced |
| Global Assets Advisory, LLC | 2,255 | $209.7K | 0.22% | +64+2.9% | Added |
| Burke & Herbert Bank & Trust Co | 2,258 | $210.0K | 0.16% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 2,275 | $211.5K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,197 | $213.0K | 0.01% | +241+8.2% | Added |
| Capital Investment Advisors, LLC | 2,304 | $214.0K | 0.01% | +13+0.6% | Added |
| TruWealth Advisors, LLC | 2,304 | $214.2K | 0.02% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 2,312 | $215.0K | 0.03% | 00.0% | Unchanged |
| Romano Brothers and Company | 2,315 | $215.2K | 0.03% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 2,334 | $217.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,358 | $217.0K | 0.00% | +409+21.0% | Added |
| J.W. Cole Advisors, Inc. | 2,342 | $217.8K | 0.02% | +2,342 | New |
| StoneX Group Inc. | 2,347 | $219.1K | 0.03% | −91−3.7% | Reduced |
| Welch Group, LLC | 2,391 | $222.3K | 0.01% | +64+2.8% | Added |
| Roman Butler Fullerton & Co | 2,147 | $222.5K | 0.12% | +4+0.2% | Added |
| Virginia Retirement Systems Et Al | 2,401 | $223.2K | 0.00% | −6,300−72.4% | Reduced |
| Marion Wealth Management | 2,424 | $225.3K | 0.10% | +158+7.0% | Added |
| Mount Vernon Associates Inc | 2,450 | $228.0K | 0.29% | −100−3.9% | Reduced |
| Marex Group plc | 2,469 | $229.5K | 0.03% | +2,469 | New |
| Perigon Wealth Management, LLC | 2,472 | $229.8K | 0.01% | +2,472 | New |
| Shelton Capital Management | 2,481 | $230.6K | 0.02% | −21,600−89.7% | Reduced |
| Ellevest, Inc. | 2,482 | $230.7K | 0.02% | −247−9.1% | Reduced |
| Clear Street Markets LLC | 2,486 | $231.0K | 0.05% | +185+8.0% | Added |
| Valeo Financial Advisors, LLC | 2,490 | $231.5K | 0.01% | +2,490 | New |
| Stokes Family Office, LLC | 2,496 | $232.0K | 0.03% | +61+2.5% | Added |
| Manitou Investment Management Ltd. | 2,500 | $232.4K | 0.04% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,507 | $233.0K | 0.02% | +8+0.3% | Added |
| We Are One Seven, LLC | 2,507 | $233.1K | 0.02% | +58+2.4% | Added |
| Keybank National Association | 2,508 | $233.1K | 0.00% | −63−2.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,538 | $235.9K | 0.14% | +53+2.1% | Added |
| Sentry Investment Management LLC | 2,553 | $237.0K | 0.10% | −72−2.7% | Reduced |
| Viawealth, LLC | 2,458 | $239.5K | 0.20% | +2,458 | New |
| Bank of the West | 2,584 | $240.2K | 0.03% | 00.0% | Unchanged |
| Oak Thistle LLC | 2,609 | $242.5K | 0.52% | +2,609 | New |
| Great Lakes Advisors, LLC | 2,612 | $242.8K | 0.01% | −41,564−94.1% | Reduced |
| Doliver Advisors, LP | 2,642 | $245.6K | 0.08% | −57−2.1% | Reduced |
| Smith Chas P & Associates Pa Cpas | 2,653 | $247.0K | 0.02% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 2,666 | $247.8K | 0.02% | +10.0% | Added |
| Sawtooth Solutions, LLC | 2,671 | $248.3K | 0.03% | −145−5.1% | Reduced |
| Checchi Capital Advisers, LLC | 2,682 | $249.3K | 0.03% | −869−24.5% | Reduced |
| Aspiriant, LLC | 2,703 | $251.3K | 0.01% | +217+8.7% | Added |
| Sound View Wealth Advisors Group, LLC | 1,927 | $252.7K | 0.03% | −573−22.9% | Reduced |
| ARGI Investment Services, LLC | 2,720 | $253.0K | 0.01% | +2,720 | New |
| Capital International Inc | 2,728 | $253.6K | 0.01% | +2,728 | New |
| Riverview Trust Co | 2,729 | $254.0K | 0.24% | +8+0.3% | Added |
| Jones Financial Companies LLLP | 2,776 | $258.0K | 0.00% | −1,750−38.7% | Reduced |
| Premier Asset Management LLC | 2,789 | $259.3K | 0.33% | −726−20.7% | Reduced |
| Mirova | 2,790 | $259.4K | 0.04% | +2,790 | New |
| Gladstone Institutional Advisory LLC | 2,810 | $261.2K | 0.02% | −167−5.6% | Reduced |
| Clearstead Advisors, LLC | 2,816 | $261.8K | 0.02% | +670+31.2% | Added |
| Sunflower Bank, N.A. | 2,822 | $262.0K | 0.06% | −1,518−35.0% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 2,823 | $262.4K | 0.14% | +113+4.2% | Added |
| Equitable Holdings, Inc. | 2,837 | $263.7K | 0.00% | +475+20.1% | Added |
| Verdence Capital Advisors LLC | 2,852 | $265.2K | 0.03% | −343−10.7% | Reduced |
| Brighton Jones LLC | 2,855 | $265.4K | 0.02% | −92−3.1% | Reduced |
| Lincoln National Corp | 2,880 | $267.8K | 0.01% | +390+15.7% | Added |
| Change Path, LLC | 2,887 | $268.0K | 0.01% | −11−0.4% | Reduced |
| Greenspring Advisors, LLC | 2,910 | $270.5K | 0.07% | +327+12.7% | Added |
| Integrated Investment Consultants, LLC | 2,924 | $271.8K | 0.09% | +2,924 | New |
| Lester Murray Antman dba SimplyRich | 2,939 | $273.0K | 0.11% | 00.0% | Unchanged |
| HighTower Trust Services, LTA | 3,049 | $273.5K | 0.03% | −7−0.2% | Reduced |
| Abbrea Capital, LLC | 2,948 | $274.0K | 0.05% | −72−2.4% | Reduced |
| Mycio Wealth Partners, LLC | 2,963 | $275.4K | 0.09% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 3,000 | $278.9K | 0.07% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 3,000 | $278.9K | 0.29% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 3,021 | $280.8K | 0.02% | 00.0% | Unchanged |