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 |
|---|---|---|---|---|---|
| Neville Rodie & Shaw Inc | 5,305 | $493.0K | 0.05% | 00.0% | Unchanged |
| Seeyond | 5,295 | $492.2K | 0.05% | −99−1.8% | Reduced |
| Armstrong Advisory Group, Inc | 5,280 | $490.8K | 0.06% | +5,280 | New |
| Blueshift Asset Management, LLC | 5,254 | $488.4K | 0.23% | −908−14.7% | Reduced |
| Intact Investment Management Inc. | 5,200 | $483.4K | 0.02% | −1,000−16.1% | Reduced |
| First PREMIER Bank | 5,160 | $479.0K | 0.15% | +200+4.0% | Added |
| Copperwynd Financial, LLC | 5,069 | $471.2K | 0.26% | +34+0.7% | Added |
| Pathstone Family Office, LLC | 13,037 | $469.8K | 0.01% | +3,842+41.8% | Added |
| Crawford Investment Counsel Inc | 5,041 | $468.6K | 0.01% | 00.0% | Unchanged |
| Moreno Evelyn V | 5,011 | $465.8K | 0.11% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 5,005 | $465.3K | 0.17% | −10−0.2% | Reduced |
| 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 |
| Savant Capital, LLC | 4,936 | $458.9K | 0.01% | +178+3.7% | Added |
| Siemens Fonds Invest GmbH | 4,918 | $457.2K | 0.05% | −512−9.4% | Reduced |
| Heritage Wealth Advisors | 4,909 | $456.3K | 0.03% | +349+7.7% | Added |
| Forum Financial Management, LP | 4,826 | $448.7K | 0.01% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 4,820 | $448.1K | 0.18% | 00.0% | Unchanged |
| Sonen Capital LLC | 4,800 | $446.2K | 0.73% | 00.0% | Unchanged |
| XML Financial, LLC | 4,790 | $445.3K | 0.06% | −250−5.0% | Reduced |
| Brinker Capital Investments, LLC | 4,773 | $443.7K | 0.01% | −567−10.6% | Reduced |
| Cigna Investments Inc | 4,766 | $443.0K | 0.09% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 4,726 | $439.3K | 0.02% | +1,428+43.3% | Added |
| Stony Point Wealth Management Inc. | 4,708 | $437.7K | 0.24% | −44−0.9% | Reduced |
| Clarius Group, LLC | 4,699 | $437.0K | 0.04% | −150−3.1% | Reduced |
| Profund Advisors LLC | 4,686 | $435.6K | 0.03% | +433+10.2% | Added |
| SBK Financial, Inc. | 4,666 | $433.8K | 0.69% | 00.0% | Unchanged |
| Krilogy Financial LLC | 4,660 | $433.2K | 0.04% | −3,096−39.9% | Reduced |
| Compton Capital Management Inc | 4,650 | $432.0K | 0.31% | −1,850−28.5% | Reduced |
| Parsons Capital Management Inc | 4,605 | $428.1K | 0.04% | +65+1.4% | Added |
| Richwood Investment Advisors, LLC | 4,587 | $426.4K | 0.43% | −97−2.1% | Reduced |
| Affinity Investment Advisors, LLC | 4,575 | $425.3K | 0.20% | −17,946−79.7% | Reduced |
| Meridian Financial Partners LLC | 4,321 | $423.0K | 0.48% | +395+10.1% | Added |
| First National Trust Co | 4,536 | $421.7K | 0.02% | −102−2.2% | Reduced |
| Alpha Cubed Investments, LLC | 4,519 | $420.1K | 0.03% | +1,053+30.4% | Added |
| Trust Asset Management LLC | 4,517 | $419.9K | 0.05% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 4,512 | $419.0K | 0.27% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 4,505 | $418.8K | 0.16% | +190+4.4% | Added |
| Difesa Capital Management, LP | 4,500 | $418.3K | 0.33% | 00.0% | Unchanged |
| Sky Investment Group LLC | 4,451 | $414.0K | 0.10% | +470+11.8% | Added |
| Mountain Pacific Investment Advisers Inc | 4,448 | $413.5K | 0.03% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 4,442 | $413.0K | 0.02% | −8,336−65.2% | Reduced |
| Allen Investment Management LLC | 4,423 | $411.2K | 0.01% | −51−1.1% | Reduced |
| Moors & Cabot, Inc. | 4,416 | $410.5K | 0.03% | +237+5.7% | Added |
| Summit Financial Group Inc | 4,412 | $410.0K | 0.16% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 4,406 | $409.6K | 0.09% | +188+4.5% | Added |
| Acropolis Investment Management, LLC | 4,341 | $403.6K | 0.04% | −16−0.4% | 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 |
| Bridgewater Associates, LP | 4,313 | $400.9K | 0.00% | −82,352−95.0% | Reduced |
| Kingsview Wealth Management, LLC | 4,290 | $398.8K | 0.02% | +406+10.5% | Added |
| Duff & Phelps Investment Management Co | 4,261 | $396.1K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 4,253 | $395.4K | 0.47% | +4,253 | New |
| CBOE Vest Financial, LLC | 4,211 | $391.5K | 0.06% | +4,211 | New |
| 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 |
| Lido Advisors, LLC | 4,200 | $390.5K | 0.01% | +656+18.5% | Added |
| Gryphon Financial Partners LLC | 4,179 | $388.5K | 0.09% | +1,029+32.7% | Added |
| Los Angeles Capital Management LLC | 4,168 | $387.5K | 0.00% | −101−2.4% | Reduced |
| Venture Visionary Partners LLC | 4,139 | $384.8K | 0.03% | −36−0.9% | Reduced |
| Riverview Capital Advisers, LLC | 2,139 | $383.9K | 0.21% | +14+0.7% | Added |
| Beacon Pointe Advisors, LLC | 4,123 | $383.2K | 0.01% | −2,099−33.7% | Reduced |
| Pitcairn Co | 4,122 | $383.2K | 0.04% | −434−9.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,121 | $383.1K | 0.02% | −32−0.8% | Reduced |
| MAI Capital Management | 4,109 | $382.0K | 0.01% | +352+9.4% | Added |
| Ignite Planners, LLC | 3,233 | $380.1K | 0.16% | −143−4.2% | Reduced |
| One River Asset Management, LLC | 4,059 | $376.1K | 0.26% | +4,059 | New |
| Whitener Capital Management, Inc. | 4,042 | $375.7K | 0.16% | −272−6.3% | Reduced |
| Investment Management of Virginia LLC | 4,033 | $374.9K | 0.07% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 4,030 | $374.6K | 0.11% | +1,500+59.3% | Added |
| CSS LLC | 4,000 | $371.8K | 0.02% | 00.0% | Unchanged |
| RMR Wealth Builders | 4,000 | $371.8K | 0.08% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 3,118 | $371.1K | 0.05% | +103+3.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,990 | $371.0K | 0.02% | +768+23.8% | Added |
| Stephens Inc | 3,948 | $367.0K | 0.01% | −46−1.2% | Reduced |
| Inceptionr LLC | 3,943 | $366.5K | 0.19% | +3,943 | New |
| Sequoia Financial Advisors, LLC | 3,932 | $365.5K | 0.01% | +968+32.7% | Added |
| Harbor Investment Advisory, LLC | 3,928 | $365.1K | 0.06% | −331−7.8% | Reduced |
| Mission Creek Capital Partners, Inc. | 3,895 | $362.1K | 0.13% | −120−3.0% | Reduced |
| Wealth Management Solutions, LLC | 3,867 | $359.0K | 0.19% | +23+0.6% | Added |
| Johnson Investment Counsel Inc | 3,797 | $352.9K | 0.00% | −591−13.5% | Reduced |
| Lyell Wealth Management, LP | 3,777 | $351.1K | 0.06% | −10−0.3% | Reduced |
| Concentric Wealth Management, LLC | 3,764 | $349.9K | 0.12% | +60+1.6% | Added |
| Platform Technology Partners | 3,755 | $349.1K | 0.18% | −42−1.1% | Reduced |
| Pointe Capital Management LLC | 3,745 | $348.0K | 0.27% | +1,506+67.3% | Added |
| Point72 Middle East FZE | 3,724 | $346.2K | 0.03% | +3,724 | New |
| ASB Consultores, LLC | 3,720 | $345.8K | 0.14% | −74−2.0% | Reduced |
| Parallel Advisors, LLC | 3,710 | $344.9K | 0.01% | −468−11.2% | Reduced |
| Personal Capital Advisors Corp | 3,694 | $343.4K | 0.00% | +25+0.7% | Added |
| Circle Wealth Management, LLC | 3,686 | $342.6K | 0.05% | +1,493+68.1% | Added |
| Rockland Trust Co | 3,648 | $339.0K | 0.02% | +960+35.7% | Added |
| Tectonic Advisors LLC | 3,629 | $337.4K | 0.05% | +769+26.9% | Added |
| 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 |
| Conning Inc. | 3,605 | $335.1K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 3,564 | $331.0K | 0.00% | +1,108+45.1% | Added |
| Gallacher Capital Management LLC | 3,551 | $330.1K | 0.20% | +3,551 | New |
| GWM Advisors LLC | 4,892 | $329.7K | 0.01% | +53+1.1% | Added |
| Hancock Whitney Corp | 3,520 | $327.0K | 0.01% | −139−3.8% | Reduced |
| Americana Partners, LLC | 3,406 | $316.6K | 0.05% | 00.0% | Unchanged |