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 |
|---|---|---|---|---|---|
| Quantitative Investment Management, LLC | 7,750 | $720.0K | 0.14% | −14,428−65.1% | Reduced |
| Prospera Financial Services Inc | 7,751 | $720.6K | 0.04% | +2,522+48.2% | Added |
| Horizon Investments, LLC | 7,806 | $722.0K | 0.02% | +7,806 | New |
| Neo Ivy Capital Management | 7,782 | $723.0K | 0.49% | +7,782 | New |
| Cassaday & Co Wealth Management LLC | 7,822 | $727.1K | 0.03% | +7,822 | New |
| Leisure Capital Management | 7,998 | $743.5K | 0.38% | −769−8.8% | Reduced |
| HM Payson & Co | 8,032 | $746.7K | 0.02% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 8,089 | $752.0K | 0.03% | +8,089 | New |
| Capital Management Associates | 8,242 | $766.1K | 1.14% | −506−5.8% | Reduced |
| Great Lakes Retirement, Inc. | 8,330 | $774.4K | 0.20% | +8,330 | New |
| Jackson Square Capital, LLC | 8,370 | $778.1K | 0.37% | +8,370 | New |
| Argent Trust Co | 8,422 | $782.9K | 0.05% | −455−5.1% | Reduced |
| Signaturefd, LLC | 8,430 | $783.7K | 0.02% | −1,694−16.7% | Reduced |
| Tower Research Capital LLC (TRC) | 8,660 | $806.0K | 0.03% | −23,806−73.3% | Reduced |
| Stonnington Group, LLC | 8,200 | $807.7K | 0.22% | +4,300+110.3% | Added |
| NJ State Employees Deferred Compensation Plan | 8,733 | $811.8K | 0.13% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 9,216 | $856.7K | 0.21% | +340+3.8% | Added |
| Western Wealth Management, LLC | 9,221 | $857.2K | 0.09% | +1,823+24.6% | Added |
| Family Legacy, Inc. | 7,391 | $858.0K | 0.38% | +58+0.8% | Added |
| Atria Wealth Solutions, Inc. | 9,418 | $875.5K | 0.01% | −1,198−11.3% | Reduced |
| Stratos Wealth Partners, LTD. | 9,449 | $878.4K | 0.02% | −112−1.2% | Reduced |
| Veriti Management LLC | 9,484 | $881.6K | 0.12% | −623−6.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 9,542 | $887.0K | 0.02% | −6,000−38.6% | Reduced |
| Everence Capital Management Inc | 9,590 | $891.0K | 0.08% | +190+2.0% | Added |
| Balentine LLC | 9,599 | $892.3K | 0.03% | +5,447+131.2% | Added |
| Diversified Trust Co | 9,673 | $899.0K | 0.04% | −1,044−9.7% | Reduced |
| RNC Capital Management LLC | 9,750 | $906.0K | 0.05% | +9,750 | New |
| Eubel Brady & Suttman Asset Management Inc | 9,904 | $921.0K | 0.15% | −413−4.0% | Reduced |
| Cetera Investment Advisers | 9,942 | $924.2K | 0.01% | +5,203+109.8% | Added |
| Crestwood Advisors Group LLC | 9,955 | $925.4K | 0.03% | −268−2.6% | Reduced |
| Ally Financial Inc. | 10,000 | $929.6K | 0.14% | 00.0% | Unchanged |
| American Assets Inc | 10,000 | $929.6K | 0.34% | 00.0% | Unchanged |
| Caxton Associates LP | 10,095 | $938.4K | 0.07% | +10,095 | New |
| Wetherby Asset Management Inc | 10,128 | $941.5K | 0.06% | −139−1.4% | Reduced |
| Choate Investment Advisors | 10,163 | $944.8K | 0.06% | −20−0.2% | Reduced |
| Moody National Bank Trust Division | 10,170 | $945.0K | 0.08% | +40.0% | Added |
| L2 Asset Management, LLC | 10,204 | $948.6K | 0.61% | −3,294−24.4% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 10,219 | $950.0K | 0.12% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 13,003 | $957.8K | 0.01% | −1,567−10.8% | Reduced |
| Salem Investment Counselors Inc | 10,353 | $962.4K | 0.04% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 10,364 | $963.4K | 0.02% | +10,364 | New |
| Wealthspire Advisors, LLC | 10,380 | $965.0K | 0.02% | +6,560+171.7% | Added |
| United Services Automobile Association | 10,373 | $965.0K | 0.02% | −4,781−31.5% | Reduced |
| San Luis Wealth Advisors LLC | 10,469 | $973.0K | 0.91% | +10,469 | New |
| TownSquare Capital, LLC | 10,512 | $977.2K | 0.02% | +5,289+101.3% | Added |
| Panagora Asset Management Inc | 10,576 | $983.1K | 0.01% | +2,334+28.3% | Added |
| Westbourne Investment Advisors, Inc. | 10,645 | $990.0K | 0.50% | −1,800−14.5% | Reduced |
| Veritable, L.P. | 10,705 | $995.1K | 0.02% | +1,168+12.2% | Added |
| Rehmann Capital Advisory Group | 10,882 | $1.01M | 0.10% | +196+1.8% | Added |
| Park Avenue Securities LLC | 10,929 | $1.02M | 0.02% | +6+0.1% | Added |
| Tejara Capital Ltd | 11,000 | $1.02M | 0.59% | +11,000 | New |
| Raymond James Trust N.A. | 11,066 | $1.03M | 0.03% | +126+1.2% | Added |
| HB Wealth Management, LLC | 11,085 | $1.03M | 0.02% | −521−4.5% | Reduced |
| Busey Wealth Management | 11,229 | $1.04M | 0.05% | −885−7.3% | Reduced |
| Canal Capital Management, LLC | 11,248 | $1.05M | 0.25% | +54+0.5% | Added |
| Empirical Finance, LLC | 11,263 | $1.05M | 0.11% | +709+6.7% | Added |
| Culbertson A N & Co Inc | 11,340 | $1.05M | 0.22% | −2,230−16.4% | Reduced |
| Umb Bank N A | 11,355 | $1.06M | 0.02% | +1,033+10.0% | Added |
| Lighthouse Investment Partners, LLC | 11,380 | $1.06M | 0.19% | +11,380 | New |
| Vident Investment Advisory, LLC | 11,449 | $1.06M | 0.04% | +1,944+20.5% | Added |
| Pendal Group Limited | 11,472 | $1.07M | 0.01% | +5,533+93.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 11,509 | $1.07M | 0.05% | +6,750+141.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 11,664 | $1.08M | 0.03% | +2,010+20.8% | Added |
| Lakeview Capital Partners, LLC | 9,465 | $1.09M | 0.35% | +4,804+103.1% | Added |
| Neuberger Berman Group LLC | 11,719 | $1.09M | 0.00% | −5,675−32.6% | Reduced |
| Dumont & Blake Investment Advisors LLC | 11,760 | $1.09M | 0.39% | +15+0.1% | Added |
| Bank Ozk | 11,901 | $1.11M | 0.55% | +53+0.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 11,964 | $1.11M | 0.03% | −2,292−16.1% | Reduced |
| Midwest Professional Planners, LTD. | 12,078 | $1.12M | 0.62% | +540+4.7% | Added |
| MidWestOne Financial Group, Inc. | 12,144 | $1.13M | 0.26% | +1,015+9.1% | Added |
| Peapack Gladstone Financial Corp | 12,244 | $1.14M | 0.02% | −1,096−8.2% | Reduced |
| Worth Venture Partners, LLC | 12,368 | $1.15M | 0.68% | +5,704+85.6% | Added |
| MSD Partners, L.P. | 12,438 | $1.16M | 0.13% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 12,478 | $1.16M | 0.03% | +67+0.5% | Added |
| Somerset Trust Co | 12,551 | $1.17M | 0.49% | −40−0.3% | Reduced |
| Peddock Capital Advisors, LLC | 12,589 | $1.17M | 0.45% | +625+5.2% | Added |
| BDO Wealth Advisors, LLC | 12,646 | $1.18M | 0.15% | +160+1.3% | Added |
| Metis Global Partners, LLC | 12,663 | $1.18M | 0.10% | +1,407+12.5% | Added |
| Meeder Asset Management Inc | 12,783 | $1.19M | 0.10% | −4,510−26.1% | Reduced |
| Oppenheimer Asset Management Inc. | 12,951 | $1.20M | 0.02% | −1,577−10.9% | Reduced |
| JustInvest LLC | 13,046 | $1.21M | 0.05% | −2,155−14.2% | Reduced |
| Bulltick Wealth Management, LLC | 13,098 | $1.22M | 0.35% | +8+0.1% | Added |
| Wealth Advisors of Tampa Bay, LLC | 13,150 | $1.22M | 0.76% | +1,285+10.8% | Added |
| EJF Capital LLC | 13,335 | $1.24M | 0.39% | −2,417−15.3% | Reduced |
| Aviance Capital Partners, LLC | 13,404 | $1.25M | 0.29% | +426+3.3% | Added |
| Addison Capital Co | 13,424 | $1.25M | 0.80% | +10.0% | Added |
| Barden Capital Management, Inc. | 13,701 | $1.27M | 1.31% | +1,585+13.1% | Added |
| Regions Financial Corp | 13,732 | $1.28M | 0.01% | +102+0.7% | Added |
| Twinbeech Capital LP | 13,755 | $1.28M | 0.02% | +13,755 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 13,755 | $1.28M | 0.11% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 13,781 | $1.28M | 0.08% | +5,862+74.0% | Added |
| Bridges Investment Management Inc | 13,795 | $1.28M | 0.05% | −420−3.0% | Reduced |
| Wolf Group Capital Advisors | 13,925 | $1.29M | 0.61% | −403−2.8% | Reduced |
| FDx Advisors, Inc. | 13,958 | $1.30M | 0.06% | +3,106+28.6% | Added |
| Shell Asset Management Co | 13,985 | $1.30M | 0.06% | −3,327−19.2% | Reduced |
| Hudson Canyon Capital Management | 13,988 | $1.30M | 1.20% | −321−2.2% | Reduced |
| Twin Capital Management Inc | 13,999 | $1.30M | 0.17% | +376+2.8% | Added |
| Vista Investment Management | 14,157 | $1.32M | 0.75% | +171+1.2% | Added |
| Advisory Services Network, LLC | 14,178 | $1.32M | 0.04% | −8,386−37.2% | Reduced |
| Graypoint LLC | 14,216 | $1.32M | 0.16% | −2,422−14.6% | Reduced |