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 |
|---|---|---|---|---|---|
| Profund Advisors LLC | 4,686 | $435.6K | 0.03% | +433+10.2% | Added |
| Clarius Group, LLC | 4,699 | $437.0K | 0.04% | −150−3.1% | Reduced |
| Stony Point Wealth Management Inc. | 4,708 | $437.7K | 0.24% | −44−0.9% | Reduced |
| Orion Portfolio Solutions, LLC | 4,726 | $439.3K | 0.02% | +1,428+43.3% | Added |
| Cigna Investments Inc | 4,766 | $443.0K | 0.09% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 4,773 | $443.7K | 0.01% | −567−10.6% | Reduced |
| XML Financial, LLC | 4,790 | $445.3K | 0.06% | −250−5.0% | Reduced |
| Sonen Capital LLC | 4,800 | $446.2K | 0.73% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 4,820 | $448.1K | 0.18% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,826 | $448.7K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 4,909 | $456.3K | 0.03% | +349+7.7% | Added |
| Siemens Fonds Invest GmbH | 4,918 | $457.2K | 0.05% | −512−9.4% | Reduced |
| Savant Capital, LLC | 4,936 | $458.9K | 0.01% | +178+3.7% | Added |
| Supplemental Annuity Collective Trust of NJ | 5,000 | $464.8K | 0.19% | 00.0% | Unchanged |
| Caas Capital Management LP | 5,000 | $464.8K | 0.09% | +383+8.3% | Added |
| Uncommon Cents Investing LLC | 5,005 | $465.3K | 0.17% | −10−0.2% | Reduced |
| Moreno Evelyn V | 5,011 | $465.8K | 0.11% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 5,041 | $468.6K | 0.01% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 13,037 | $469.8K | 0.01% | +3,842+41.8% | Added |
| Copperwynd Financial, LLC | 5,069 | $471.2K | 0.26% | +34+0.7% | Added |
| First PREMIER Bank | 5,160 | $479.0K | 0.15% | +200+4.0% | Added |
| Intact Investment Management Inc. | 5,200 | $483.4K | 0.02% | −1,000−16.1% | Reduced |
| Blueshift Asset Management, LLC | 5,254 | $488.4K | 0.23% | −908−14.7% | Reduced |
| Armstrong Advisory Group, Inc | 5,280 | $490.8K | 0.06% | +5,280 | New |
| Seeyond | 5,295 | $492.2K | 0.05% | −99−1.8% | Reduced |
| Neville Rodie & Shaw Inc | 5,305 | $493.0K | 0.05% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 5,345 | $496.9K | 0.04% | −1,741−24.6% | Reduced |
| Y.D. More Investments Ltd | 5,362 | $496.9K | 0.13% | +5,362 | New |
| DoubleLine ETF Adviser LP | 5,371 | $499.3K | 0.26% | +5,371 | New |
| Allstate Corp | 5,402 | $502.2K | 0.02% | −3,880−41.8% | Reduced |
| Allstate Investment Management Co | 5,402 | $502.2K | 0.02% | +5,402 | New |
| TD Private Client Wealth LLC | 5,431 | $504.9K | 0.02% | −181−3.2% | Reduced |
| Bleakley Financial Group, LLC | 5,443 | $506.0K | 0.02% | +5,443 | New |
| Ameritas Investment Partners, Inc. | 4,724 | $506.0K | 0.02% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 5,484 | $510.0K | 0.03% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 5,500 | $511.0K | 0.27% | +5,000+1,000.0% | Added |
| Matrix Asset Advisors Inc | 5,505 | $511.7K | 0.08% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 5,537 | $514.7K | 0.06% | −1,650−23.0% | Reduced |
| Eastern Bank | 5,544 | $515.4K | 0.03% | −80,661−93.6% | Reduced |
| South State Corp. | 5,546 | $515.6K | 0.05% | −2,259−28.9% | Reduced |
| National Asset Management, Inc. | 5,557 | $516.6K | 0.01% | −3,176−36.4% | Reduced |
| Jeppson Wealth Management, LLC | 5,609 | $521.4K | 0.22% | −349−5.9% | Reduced |
| IMA Wealth, Inc. | 5,621 | $522.5K | 0.14% | −4,713−45.6% | Reduced |
| Coldstream Capital Management Inc | 5,630 | $523.4K | 0.02% | +5,630 | New |
| Modera Wealth Management, LLC | 5,702 | $530.1K | 0.02% | +1,137+24.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 5,720 | $531.7K | 0.00% | +1,920+50.5% | Added |
| Kestra Private Wealth Services, LLC | 5,736 | $533.2K | 0.03% | −1,259−18.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,748 | $534.3K | 0.05% | +2,325+67.9% | Added |
| Brookstone Capital Management | 5,542 | $538.0K | 0.01% | −2,089−27.4% | Reduced |
| City Holding Co | 5,823 | $541.3K | 0.10% | −310−5.1% | Reduced |
| Sumitomo Life Insurance Co | 5,866 | $545.0K | 0.04% | −418−6.7% | Reduced |
| Johnson Financial Group, Inc. | 5,907 | $549.1K | 0.04% | +55+0.9% | Added |
| Dynamic Advisor Solutions LLC | 5,915 | $549.9K | 0.04% | +560+10.5% | Added |
| Sigma Planning Corp | 5,952 | $553.3K | 0.02% | +155+2.7% | Added |
| Glenview Trust Co | 5,956 | $553.7K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 13,155 | $555.2K | 0.03% | +2,374+22.0% | Added |
| Jacobi Capital Management LLC | 6,007 | $558.4K | 0.07% | +97+1.6% | Added |
| Fiera Capital Corp | 6,068 | $564.1K | 0.00% | −532−8.1% | Reduced |
| Northern Financial Advisors Inc | 6,070 | $564.3K | 0.64% | +6,070 | New |
| Hohimer Wealth Management, LLC | 6,122 | $569.1K | 0.18% | +6,122 | New |
| Allworth Financial LP | 6,159 | $572.5K | 0.01% | −288−4.5% | Reduced |
| Burns Matteson Capital Management, LLC | 6,274 | $583.2K | 0.39% | +6,274 | New |
| Renaissance Group LLC | 6,294 | $585.1K | 0.03% | −30.0% | Reduced |
| Daymark Wealth Partners, LLC | 6,321 | $587.6K | 0.10% | +6,321 | New |
| Banque Cantonale Vaudoise | 6,404 | $596.0K | 0.03% | −6,600−50.8% | Reduced |
| Cohen Klingenstein LLC | 6,453 | $599.9K | 0.03% | 00.0% | Unchanged |
| Navalign, LLC | 6,537 | $607.6K | 0.25% | −725−10.0% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 6,024 | $608.5K | 0.37% | +137+2.3% | Added |
| Salzhauer Michael | 6,612 | $614.7K | 0.37% | −80−1.2% | Reduced |
| Montecito Bank & Trust | 6,620 | $615.0K | 0.15% | −361−5.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,629 | $616.2K | 0.05% | +887+15.4% | Added |
| Institutional & Family Asset Management, LLC | 6,658 | $618.9K | 0.10% | 00.0% | Unchanged |
| Greenleaf Trust | 6,667 | $620.0K | 0.01% | −627−8.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 6,699 | $622.7K | 0.08% | +125+1.9% | Added |
| Petrus Trust Company, LTA | 6,798 | $631.9K | 0.08% | +3,264+92.4% | Added |
| Prime Capital Investment Advisors, LLC | 6,836 | $635.4K | 0.02% | +6,836 | New |
| Wedbush Securities Inc | 6,933 | $644.0K | 0.04% | −75−1.1% | Reduced |
| Intrust Bank NA | 6,937 | $644.9K | 0.09% | −798−10.3% | Reduced |
| CAPROCK Group, Inc. | 6,940 | $645.2K | 0.06% | −243−3.4% | Reduced |
| Waldron Private Wealth LLC | 7,052 | $649.0K | 0.04% | 00.0% | Unchanged |
| Sather Financial Group Inc | 7,000 | $650.7K | 0.05% | +7,000 | New |
| Asset Dedication, LLC | 7,030 | $653.0K | 0.07% | −512−6.8% | Reduced |
| Arrow Financial Corp | 7,155 | $665.0K | 0.09% | 00.0% | Unchanged |
| Polianta Ltd | 7,200 | $669.0K | 0.50% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 7,200 | $669.3K | 0.03% | −680−8.6% | Reduced |
| Regatta Capital Group, LLC | 7,216 | $670.8K | 0.24% | −480−6.2% | Reduced |
| Wolverine Trading, LLC | 7,224 | $672.0K | 0.01% | −563−7.2% | Reduced |
| Selway Asset Management | 7,233 | $672.4K | 0.36% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 7,277 | $676.4K | 0.03% | −556−7.1% | Reduced |
| Brown Brothers Harriman & Co | 7,288 | $677.5K | 0.01% | +285+4.1% | Added |
| Plimoth Trust Co LLC | 7,396 | $688.0K | 0.22% | −362−4.7% | Reduced |
| Quinn Opportunity Partners LLC | 7,408 | $688.6K | 0.09% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 7,465 | $693.9K | 1.02% | −31−0.4% | Reduced |
| Leonteq Securities AG | 7,489 | $696.2K | 0.04% | −105−1.4% | Reduced |
| Atlantic Union Bankshares Corp | 7,490 | $696.3K | 0.07% | −23−0.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 7,491 | $696.4K | 0.05% | +269+3.7% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 7,500 | $697.2K | 0.01% | +7,500 | New |
| Meeder Advisory Services, Inc. | 7,506 | $697.7K | 0.09% | +7,506 | New |
| Sebold Capital Management, Inc. | 7,579 | $704.5K | 0.58% | +7,579 | New |
| Harbour Investments, Inc. | 7,657 | $711.8K | 0.04% | −742−8.8% | Reduced |