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 |
|---|---|---|---|---|---|
| Diversified Trust Co | 9,673 | $899.0K | 0.04% | −1,044−9.7% | Reduced |
| Balentine LLC | 9,599 | $892.3K | 0.03% | +5,447+131.2% | Added |
| Everence Capital Management Inc | 9,590 | $891.0K | 0.08% | +190+2.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 9,542 | $887.0K | 0.02% | −6,000−38.6% | Reduced |
| Veriti Management LLC | 9,484 | $881.6K | 0.12% | −623−6.2% | Reduced |
| Stratos Wealth Partners, LTD. | 9,449 | $878.4K | 0.02% | −112−1.2% | Reduced |
| Atria Wealth Solutions, Inc. | 9,418 | $875.5K | 0.01% | −1,198−11.3% | Reduced |
| Family Legacy, Inc. | 7,391 | $858.0K | 0.38% | +58+0.8% | Added |
| Western Wealth Management, LLC | 9,221 | $857.2K | 0.09% | +1,823+24.6% | Added |
| Coastal Investment Advisors, Inc. | 9,216 | $856.7K | 0.21% | +340+3.8% | Added |
| NJ State Employees Deferred Compensation Plan | 8,733 | $811.8K | 0.13% | 00.0% | Unchanged |
| Stonnington Group, LLC | 8,200 | $807.7K | 0.22% | +4,300+110.3% | Added |
| Tower Research Capital LLC (TRC) | 8,660 | $806.0K | 0.03% | −23,806−73.3% | Reduced |
| Signaturefd, LLC | 8,430 | $783.7K | 0.02% | −1,694−16.7% | Reduced |
| Argent Trust Co | 8,422 | $782.9K | 0.05% | −455−5.1% | Reduced |
| Jackson Square Capital, LLC | 8,370 | $778.1K | 0.37% | +8,370 | New |
| Great Lakes Retirement, Inc. | 8,330 | $774.4K | 0.20% | +8,330 | New |
| Capital Management Associates | 8,242 | $766.1K | 1.14% | −506−5.8% | Reduced |
| Boothbay Fund Management, LLC | 8,089 | $752.0K | 0.03% | +8,089 | New |
| HM Payson & Co | 8,032 | $746.7K | 0.02% | 00.0% | Unchanged |
| Leisure Capital Management | 7,998 | $743.5K | 0.38% | −769−8.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 7,822 | $727.1K | 0.03% | +7,822 | New |
| Neo Ivy Capital Management | 7,782 | $723.0K | 0.49% | +7,782 | New |
| Horizon Investments, LLC | 7,806 | $722.0K | 0.02% | +7,806 | New |
| Prospera Financial Services Inc | 7,751 | $720.6K | 0.04% | +2,522+48.2% | Added |
| Quantitative Investment Management, LLC | 7,750 | $720.0K | 0.14% | −14,428−65.1% | Reduced |
| Harbour Investments, Inc. | 7,657 | $711.8K | 0.04% | −742−8.8% | Reduced |
| Sebold Capital Management, Inc. | 7,579 | $704.5K | 0.58% | +7,579 | New |
| Meeder Advisory Services, Inc. | 7,506 | $697.7K | 0.09% | +7,506 | New |
| Markel Group Inc.SuperinvestorMarkel Group | 7,500 | $697.2K | 0.01% | +7,500 | New |
| Cary Street Partner Investment Advisory LLC | 7,491 | $696.4K | 0.05% | +269+3.7% | Added |
| Atlantic Union Bankshares Corp | 7,490 | $696.3K | 0.07% | −23−0.3% | Reduced |
| Leonteq Securities AG | 7,489 | $696.2K | 0.04% | −105−1.4% | Reduced |
| Eagle Harbor Asset Management Inc | 7,465 | $693.9K | 1.02% | −31−0.4% | Reduced |
| Quinn Opportunity Partners LLC | 7,408 | $688.6K | 0.09% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 7,396 | $688.0K | 0.22% | −362−4.7% | Reduced |
| Brown Brothers Harriman & Co | 7,288 | $677.5K | 0.01% | +285+4.1% | Added |
| Prio Wealth Limited Partnership | 7,277 | $676.4K | 0.03% | −556−7.1% | Reduced |
| Selway Asset Management | 7,233 | $672.4K | 0.36% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 7,224 | $672.0K | 0.01% | −563−7.2% | Reduced |
| Regatta Capital Group, LLC | 7,216 | $670.8K | 0.24% | −480−6.2% | Reduced |
| Snowden Capital Advisors LLC | 7,200 | $669.3K | 0.03% | −680−8.6% | Reduced |
| Polianta Ltd | 7,200 | $669.0K | 0.50% | 00.0% | Unchanged |
| Arrow Financial Corp | 7,155 | $665.0K | 0.09% | 00.0% | Unchanged |
| Asset Dedication, LLC | 7,030 | $653.0K | 0.07% | −512−6.8% | Reduced |
| Sather Financial Group Inc | 7,000 | $650.7K | 0.05% | +7,000 | New |
| Waldron Private Wealth LLC | 7,052 | $649.0K | 0.04% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 6,940 | $645.2K | 0.06% | −243−3.4% | Reduced |
| Intrust Bank NA | 6,937 | $644.9K | 0.09% | −798−10.3% | Reduced |
| Wedbush Securities Inc | 6,933 | $644.0K | 0.04% | −75−1.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 6,836 | $635.4K | 0.02% | +6,836 | New |
| Petrus Trust Company, LTA | 6,798 | $631.9K | 0.08% | +3,264+92.4% | Added |
| Baker Tilly Wealth Management, LLC | 6,699 | $622.7K | 0.08% | +125+1.9% | Added |
| Greenleaf Trust | 6,667 | $620.0K | 0.01% | −627−8.6% | Reduced |
| Institutional & Family Asset Management, LLC | 6,658 | $618.9K | 0.10% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 6,629 | $616.2K | 0.05% | +887+15.4% | Added |
| Montecito Bank & Trust | 6,620 | $615.0K | 0.15% | −361−5.2% | Reduced |
| Salzhauer Michael | 6,612 | $614.7K | 0.37% | −80−1.2% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 6,024 | $608.5K | 0.37% | +137+2.3% | Added |
| Navalign, LLC | 6,537 | $607.6K | 0.25% | −725−10.0% | Reduced |
| Cohen Klingenstein LLC | 6,453 | $599.9K | 0.03% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 6,404 | $596.0K | 0.03% | −6,600−50.8% | Reduced |
| Daymark Wealth Partners, LLC | 6,321 | $587.6K | 0.10% | +6,321 | New |
| Renaissance Group LLC | 6,294 | $585.1K | 0.03% | −30.0% | Reduced |
| Burns Matteson Capital Management, LLC | 6,274 | $583.2K | 0.39% | +6,274 | New |
| Allworth Financial LP | 6,159 | $572.5K | 0.01% | −288−4.5% | Reduced |
| Hohimer Wealth Management, LLC | 6,122 | $569.1K | 0.18% | +6,122 | New |
| Northern Financial Advisors Inc | 6,070 | $564.3K | 0.64% | +6,070 | New |
| Fiera Capital Corp | 6,068 | $564.1K | 0.00% | −532−8.1% | Reduced |
| Jacobi Capital Management LLC | 6,007 | $558.4K | 0.07% | +97+1.6% | Added |
| Private Advisor Group, LLC | 13,155 | $555.2K | 0.03% | +2,374+22.0% | Added |
| Glenview Trust Co | 5,956 | $553.7K | 0.02% | 00.0% | Unchanged |
| Sigma Planning Corp | 5,952 | $553.3K | 0.02% | +155+2.7% | Added |
| Dynamic Advisor Solutions LLC | 5,915 | $549.9K | 0.04% | +560+10.5% | Added |
| Johnson Financial Group, Inc. | 5,907 | $549.1K | 0.04% | +55+0.9% | Added |
| Sumitomo Life Insurance Co | 5,866 | $545.0K | 0.04% | −418−6.7% | Reduced |
| City Holding Co | 5,823 | $541.3K | 0.10% | −310−5.1% | Reduced |
| Brookstone Capital Management | 5,542 | $538.0K | 0.01% | −2,089−27.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,748 | $534.3K | 0.05% | +2,325+67.9% | Added |
| Kestra Private Wealth Services, LLC | 5,736 | $533.2K | 0.03% | −1,259−18.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 5,720 | $531.7K | 0.00% | +1,920+50.5% | Added |
| Modera Wealth Management, LLC | 5,702 | $530.1K | 0.02% | +1,137+24.9% | Added |
| Coldstream Capital Management Inc | 5,630 | $523.4K | 0.02% | +5,630 | New |
| IMA Wealth, Inc. | 5,621 | $522.5K | 0.14% | −4,713−45.6% | Reduced |
| Jeppson Wealth Management, LLC | 5,609 | $521.4K | 0.22% | −349−5.9% | Reduced |
| National Asset Management, Inc. | 5,557 | $516.6K | 0.01% | −3,176−36.4% | Reduced |
| South State Corp. | 5,546 | $515.6K | 0.05% | −2,259−28.9% | Reduced |
| Eastern Bank | 5,544 | $515.4K | 0.03% | −80,661−93.6% | Reduced |
| Adell Harriman & Carpenter Inc | 5,537 | $514.7K | 0.06% | −1,650−23.0% | Reduced |
| Matrix Asset Advisors Inc | 5,505 | $511.7K | 0.08% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 5,500 | $511.0K | 0.27% | +5,000+1,000.0% | Added |
| Symmetry Partners, LLC | 5,484 | $510.0K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,724 | $506.0K | 0.02% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 5,443 | $506.0K | 0.02% | +5,443 | New |
| TD Private Client Wealth LLC | 5,431 | $504.9K | 0.02% | −181−3.2% | Reduced |
| 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 |
| DoubleLine ETF Adviser LP | 5,371 | $499.3K | 0.26% | +5,371 | New |
| Y.D. More Investments Ltd | 5,362 | $496.9K | 0.13% | +5,362 | New |
| Lowe Brockenbrough & Co Inc | 5,345 | $496.9K | 0.04% | −1,741−24.6% | Reduced |