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 |
|---|---|---|---|---|---|
| Central Trust Co | 3,029 | $281.6K | 0.01% | −159−5.0% | Reduced |
| tru Independence LLC | 3,043 | $282.9K | 0.09% | +6+0.2% | Added |
| Probity Advisors, Inc. | 3,047 | $283.2K | 0.06% | −231−7.0% | Reduced |
| Sargent Investment Group, LLC | 3,071 | $285.5K | 0.09% | −215−6.5% | Reduced |
| Cetera Advisors LLC | 3,082 | $286.5K | 0.01% | +3,082 | New |
| Soltis Investment Advisors LLC | 3,090 | $287.2K | 0.04% | −22−0.7% | Reduced |
| Private Trust Co NA | 3,094 | $288.0K | 0.04% | +76+2.5% | Added |
| Alps Advisors Inc | 3,116 | $289.7K | 0.00% | −16−0.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,138 | $291.7K | 0.02% | 00.0% | Unchanged |
| Ieq Capital, LLC | 3,149 | $292.8K | 0.01% | −3,517−52.8% | Reduced |
| Capstone Investment Advisors, LLC | 3,153 | $293.1K | 0.01% | −56,839−94.7% | Reduced |
| Laffer Tengler Investments | 3,193 | $296.8K | 0.09% | +2,301+258.0% | Added |
| Lindbrook Capital, LLC | 3,198 | $297.3K | 0.04% | −171−5.1% | Reduced |
| Two Sigma Advisers, LP | 3,200 | $297.5K | 0.00% | −1,000−23.8% | Reduced |
| Epoch Investment Partners, Inc. | 3,201 | $297.6K | 0.00% | −29−0.9% | Reduced |
| Gateway Investment Advisers LLC | 3,208 | $298.2K | 0.00% | −162−4.8% | Reduced |
| Mirabella Financial Services LLP | 3,233 | $300.5K | 0.03% | −18,808−85.3% | Reduced |
| Ziegler Capital Management, LLC | 3,241 | $301.3K | 0.01% | −654−16.8% | Reduced |
| 44 Wealth Management LLC | 3,254 | $302.5K | 0.10% | −337−9.4% | Reduced |
| Personal Cfo Solutions, LLC | 3,254 | $302.5K | 0.06% | −105−3.1% | Reduced |
| Jackson Creek Investment Advisors LLC | 3,258 | $303.0K | 0.13% | −261−7.4% | Reduced |
| SYSTM Wealth Solutions LLC | 3,311 | $307.8K | 0.04% | +3,311 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3,336 | $310.1K | 0.12% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 3,352 | $311.6K | 0.16% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 3,391 | $315.0K | 0.05% | +187+5.8% | Added |
| Quadrant Capital Group LLC | 3,391 | $315.2K | 0.04% | −208−5.8% | Reduced |
| Americana Partners, LLC | 3,406 | $316.6K | 0.05% | 00.0% | Unchanged |
| Hancock Whitney Corp | 3,520 | $327.0K | 0.01% | −139−3.8% | Reduced |
| GWM Advisors LLC | 4,892 | $329.7K | 0.01% | +53+1.1% | Added |
| Gallacher Capital Management LLC | 3,551 | $330.1K | 0.20% | +3,551 | New |
| CWM, LLC | 3,564 | $331.0K | 0.00% | +1,108+45.1% | Added |
| Conning Inc. | 3,605 | $335.1K | 0.01% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 3,624 | $336.9K | 0.20% | +258+7.7% | Added |
| Syntax Advisors, LLC | 3,624 | $336.9K | 0.28% | +258+7.7% | Added |
| Tectonic Advisors LLC | 3,629 | $337.4K | 0.05% | +769+26.9% | Added |
| Rockland Trust Co | 3,648 | $339.0K | 0.02% | +960+35.7% | Added |
| Circle Wealth Management, LLC | 3,686 | $342.6K | 0.05% | +1,493+68.1% | Added |
| Personal Capital Advisors Corp | 3,694 | $343.4K | 0.00% | +25+0.7% | Added |
| Parallel Advisors, LLC | 3,710 | $344.9K | 0.01% | −468−11.2% | Reduced |
| ASB Consultores, LLC | 3,720 | $345.8K | 0.14% | −74−2.0% | Reduced |
| Point72 Middle East FZE | 3,724 | $346.2K | 0.03% | +3,724 | New |
| Pointe Capital Management LLC | 3,745 | $348.0K | 0.27% | +1,506+67.3% | Added |
| Platform Technology Partners | 3,755 | $349.1K | 0.18% | −42−1.1% | Reduced |
| Concentric Wealth Management, LLC | 3,764 | $349.9K | 0.12% | +60+1.6% | Added |
| Lyell Wealth Management, LP | 3,777 | $351.1K | 0.06% | −10−0.3% | Reduced |
| Johnson Investment Counsel Inc | 3,797 | $352.9K | 0.00% | −591−13.5% | Reduced |
| Wealth Management Solutions, LLC | 3,867 | $359.0K | 0.19% | +23+0.6% | Added |
| Mission Creek Capital Partners, Inc. | 3,895 | $362.1K | 0.13% | −120−3.0% | Reduced |
| Harbor Investment Advisory, LLC | 3,928 | $365.1K | 0.06% | −331−7.8% | Reduced |
| Sequoia Financial Advisors, LLC | 3,932 | $365.5K | 0.01% | +968+32.7% | Added |
| Inceptionr LLC | 3,943 | $366.5K | 0.19% | +3,943 | New |
| Stephens Inc | 3,948 | $367.0K | 0.01% | −46−1.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,990 | $371.0K | 0.02% | +768+23.8% | Added |
| Verus Financial Partners, Inc. | 3,118 | $371.1K | 0.05% | +103+3.4% | Added |
| CSS LLC | 4,000 | $371.8K | 0.02% | 00.0% | Unchanged |
| RMR Wealth Builders | 4,000 | $371.8K | 0.08% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 4,030 | $374.6K | 0.11% | +1,500+59.3% | Added |
| Investment Management of Virginia LLC | 4,033 | $374.9K | 0.07% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 4,042 | $375.7K | 0.16% | −272−6.3% | Reduced |
| One River Asset Management, LLC | 4,059 | $376.1K | 0.26% | +4,059 | New |
| Ignite Planners, LLC | 3,233 | $380.1K | 0.16% | −143−4.2% | Reduced |
| MAI Capital Management | 4,109 | $382.0K | 0.01% | +352+9.4% | Added |
| Vestmark Advisory Solutions, Inc. | 4,121 | $383.1K | 0.02% | −32−0.8% | Reduced |
| Pitcairn Co | 4,122 | $383.2K | 0.04% | −434−9.5% | Reduced |
| Beacon Pointe Advisors, LLC | 4,123 | $383.2K | 0.01% | −2,099−33.7% | Reduced |
| Riverview Capital Advisers, LLC | 2,139 | $383.9K | 0.21% | +14+0.7% | Added |
| Venture Visionary Partners LLC | 4,139 | $384.8K | 0.03% | −36−0.9% | Reduced |
| Los Angeles Capital Management LLC | 4,168 | $387.5K | 0.00% | −101−2.4% | Reduced |
| Gryphon Financial Partners LLC | 4,179 | $388.5K | 0.09% | +1,029+32.7% | Added |
| Lido Advisors, LLC | 4,200 | $390.5K | 0.01% | +656+18.5% | Added |
| Diversified Investment Strategies, LLC | 4,202 | $390.6K | 0.30% | −56,593−93.1% | Reduced |
| Fund Management at Engine No. 1 LLC | 4,202 | $390.6K | 0.10% | +510+13.8% | Added |
| CBOE Vest Financial, LLC | 4,211 | $391.5K | 0.06% | +4,211 | New |
| LGT Financial Advisors LLC | 4,253 | $395.4K | 0.47% | +4,253 | New |
| Duff & Phelps Investment Management Co | 4,261 | $396.1K | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 4,290 | $398.8K | 0.02% | +406+10.5% | Added |
| Bridgewater Associates, LP | 4,313 | $400.9K | 0.00% | −82,352−95.0% | Reduced |
| Franklin Street Advisors Inc | 4,324 | $402.0K | 0.04% | 00.0% | Unchanged |
| Spire Wealth Management | 4,329 | $402.0K | 0.02% | +405+10.3% | Added |
| Acropolis Investment Management, LLC | 4,341 | $403.6K | 0.04% | −16−0.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,406 | $409.6K | 0.09% | +188+4.5% | Added |
| Summit Financial Group Inc | 4,412 | $410.0K | 0.16% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 4,416 | $410.5K | 0.03% | +237+5.7% | Added |
| Allen Investment Management LLC | 4,423 | $411.2K | 0.01% | −51−1.1% | Reduced |
| Flputnam Investment Management Co | 4,442 | $413.0K | 0.02% | −8,336−65.2% | Reduced |
| Mountain Pacific Investment Advisers Inc | 4,448 | $413.5K | 0.03% | 00.0% | Unchanged |
| Sky Investment Group LLC | 4,451 | $414.0K | 0.10% | +470+11.8% | Added |
| Difesa Capital Management, LP | 4,500 | $418.3K | 0.33% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 4,505 | $418.8K | 0.16% | +190+4.4% | Added |
| Red Cedar Capital, LLC | 4,512 | $419.0K | 0.27% | 00.0% | Unchanged |
| Trust Asset Management LLC | 4,517 | $419.9K | 0.05% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 4,519 | $420.1K | 0.03% | +1,053+30.4% | Added |
| First National Trust Co | 4,536 | $421.7K | 0.02% | −102−2.2% | Reduced |
| Meridian Financial Partners LLC | 4,321 | $423.0K | 0.48% | +395+10.1% | Added |
| Affinity Investment Advisors, LLC | 4,575 | $425.3K | 0.20% | −17,946−79.7% | Reduced |
| Richwood Investment Advisors, LLC | 4,587 | $426.4K | 0.43% | −97−2.1% | Reduced |
| Parsons Capital Management Inc | 4,605 | $428.1K | 0.04% | +65+1.4% | Added |
| Compton Capital Management Inc | 4,650 | $432.0K | 0.31% | −1,850−28.5% | Reduced |
| Krilogy Financial LLC | 4,660 | $433.2K | 0.04% | −3,096−39.9% | Reduced |
| SBK Financial, Inc. | 4,666 | $433.8K | 0.69% | 00.0% | Unchanged |