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; 2,129 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 | 2,129 | $107.7B |
| Q1 2026 | 2,081 | $96.4B |
| Q4 2025 | 2,211 | $133.0B |
| Q3 2025 | 2,001 | $116.2B |
| Q2 2025 | 1,961 | $118.8B |
| Q1 2025 | 1,402 | $65.5B |
| Q4 2024 | 1,361 | $64.0B |
| Q3 2024 | 1,228 | $52.1B |
| Q2 2024 | 1,201 | $48.0B |
| Q1 2024 | 1,165 | $52.2B |
| Q4 2023 | 1,141 | $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 |
|---|---|---|---|---|---|
| Operose Advisors LLC | 380 | $35.3K | 0.02% | +380 | New |
| Pinnacle Bancorp, Inc. | 378 | $35.0K | 0.01% | −44−10.4% | Reduced |
| Resurgent Financial Advisors LLC | 371 | $34.5K | 0.02% | +371 | New |
| Delta Asset Management LLC | 370 | $34.4K | 0.00% | +370 | New |
| Bangor Savings Bank | 371 | $34.0K | 0.00% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 345 | $32.1K | 0.02% | +345 | New |
| CNB Bank | 342 | $31.8K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 335 | $31.0K | 0.04% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 333 | $31.0K | 0.02% | +19+6.1% | Added |
| Glen Eagle Advisors, LLC | 329 | $30.6K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 324 | $30.1K | 0.03% | +324 | New |
| Arlington Partners LLC | 323 | $30.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 315 | $29.3K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 309 | $28.8K | 0.01% | +1+0.3% | Added |
| Bray Capital Advisors | 305 | $28.4K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 288 | $26.8K | 0.01% | −4−1.4% | Reduced |
| Atlas Capital Advisors LLC | 283 | $26.3K | 0.00% | −220−43.7% | Reduced |
| Bank of New Hampshire | 278 | $26.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 261 | $24.0K | 0.03% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 258 | $24.0K | 0.01% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 243 | $23.9K | 0.01% | +243 | New |
| Trustcore Financial Services, LLC | 249 | $23.1K | 0.00% | −39−13.5% | Reduced |
| Hexagon Capital Partners LLC | 247 | $23.0K | 0.01% | −14−5.4% | Reduced |
| McClarren Financial Advisors, Inc. | 246 | $22.0K | 0.02% | +1+0.4% | Added |
| Earnest Partners LLC | 214 | $19.9K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 209 | $19.4K | 0.00% | +110+111.1% | Added |
| Column Capital Advisors, LLC | 204 | $19.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 203 | $18.9K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 201 | $18.7K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 191 | $17.8K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 188 | $17.5K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 175 | $16.0K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 169 | $15.7K | 0.01% | +169 | New |
| Clean Yield Group | 168 | $15.6K | 0.01% | +115+217.0% | Added |
| Grey Fox Wealth Advisors, LLC | 168 | $15.6K | 0.01% | +168 | New |
| Corrado Advisors, LLC | 156 | $14.5K | 0.01% | +156 | New |
| HHM Wealth Advisors, LLC | 146 | $13.6K | 0.00% | +21+16.8% | Added |
| WFA of San Diego, LLC | 138 | $12.8K | 0.01% | +138 | New |
| MV Capital Management, Inc. | 135 | $12.6K | 0.00% | −38−22.0% | Reduced |
| Sittner & Nelson, LLC | 128 | $11.9K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 115 | $11.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 117 | $11.0K | 0.00% | +117 | New |
| Kistler-Tiffany Companies, LLC | 113 | $10.5K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 113 | $10.5K | 0.00% | +51+82.3% | Added |
| BOK Financial Private Wealth, Inc. | 110 | $10.2K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 110 | $10.2K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 109 | $10.1K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 109 | $10.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 101 | $9.37K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 100 | $9.30K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 100 | $9.30K | 0.00% | +100 | New |
| Coppell Advisory Solutions Corp. | 100 | $9.30K | 0.00% | +100 | New |
| MinichMacGregor Wealth Management, LLC | 97 | $9.04K | 0.00% | +97 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 100 | $9.00K | 0.08% | −100−50.0% | Reduced |
| JFS Wealth Advisors, LLC | 96 | $8.92K | 0.00% | +28+41.2% | Added |
| Grayhawk Investment Strategies Inc. | 93 | $8.64K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 92 | $8.56K | 0.00% | −4−4.2% | Reduced |
| Heritage Wealth Management, LLC | 90 | $8.37K | 0.00% | +68+309.1% | Added |
| Adirondack Trust Co | 90 | $8.37K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 86 | $8.00K | 0.03% | 00.0% | Unchanged |
| Crewe Advisors LLC | 86 | $8.00K | 0.00% | −75−46.6% | Reduced |
| Lee Financial Co | 84 | $7.81K | 0.00% | −5−5.6% | Reduced |
| Bell Investment Advisors, Inc | 81 | $7.53K | 0.00% | +47+138.2% | Added |
| ICA Group Wealth Management, LLC | 80 | $7.44K | 0.00% | +80 | New |
| Baystate Wealth Management LLC | 72 | $7.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 70 | $7.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 75 | $6.97K | 0.00% | −13−14.8% | Reduced |
| RFP Financial Group LLC | 72 | $6.69K | 0.00% | +72 | New |
| ClariVest Asset Management LLC | 68 | $6.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 65 | $6.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 62 | $5.77K | 0.00% | −26−29.5% | Reduced |
| Versant Capital Management, Inc | 60 | $5.58K | 0.00% | −8−11.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 60 | $5.58K | 0.00% | +60 | New |
| Activest Wealth Management | 58 | $5.39K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 57 | $5.30K | 0.00% | +57 | New |
| Carolinas Wealth Consulting LLC | 54 | $5.02K | 0.00% | +31+134.8% | Added |
| Financial Management Professionals, Inc. | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 64 | $5.00K | 0.00% | +64 | New |
| SJS Investment Consulting Inc. | 52 | $4.83K | 0.00% | +16+44.4% | Added |
| Schubert & Co | 51 | $4.74K | 0.00% | −9−15.0% | Reduced |
| GoalVest Advisory LLC | 51 | $4.74K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 50 | $4.65K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 50 | $4.65K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 49 | $4.55K | 0.00% | +49 | New |
| Montag A & Associates Inc | 44 | $4.09K | 0.00% | −2,982−98.5% | Reduced |
| Front Row Advisors LLC | 48 | $4.00K | 0.00% | −1−2.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 52 | $4.00K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 39 | $3.63K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 39 | $3.63K | 0.00% | +39 | New |
| Horan Securities, Inc. | 39 | $3.59K | 0.00% | +38+3,800.0% | Added |
| Kozak & Associates, Inc. | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 37 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 30 | $2.81K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 27 | $2.51K | 0.00% | −81−75.0% | Reduced |
| TSFG, LLC | 27 | $2.00K | 0.00% | +1+3.8% | Added |
| Wolff Wiese Magana LLC | 20 | $1.86K | 0.00% | −472−95.9% | Reduced |
| Fiduciary Alliance LLC | 20 | $1.86K | 0.00% | +20 | New |
| North Star Investment Management Corp. | 19 | $1.77K | 0.00% | +19 | New |
| EWG Elevate Inc. | 19 | $1.77K | 0.00% | +19 | New |