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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 3,391 | $315.2K | 0.04% | −208−5.8% | Reduced |
| Desjardins Global Asset Management Inc. | 3,391 | $315.0K | 0.05% | +187+5.8% | Added |
| Global Trust Asset Management, LLC | 3,352 | $311.6K | 0.16% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3,336 | $310.1K | 0.12% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 3,311 | $307.8K | 0.04% | +3,311 | New |
| Jackson Creek Investment Advisors LLC | 3,258 | $303.0K | 0.13% | −261−7.4% | Reduced |
| Personal Cfo Solutions, LLC | 3,254 | $302.5K | 0.06% | −105−3.1% | Reduced |
| 44 Wealth Management LLC | 3,254 | $302.5K | 0.10% | −337−9.4% | Reduced |
| Ziegler Capital Management, LLC | 3,241 | $301.3K | 0.01% | −654−16.8% | Reduced |
| Mirabella Financial Services LLP | 3,233 | $300.5K | 0.03% | −18,808−85.3% | Reduced |
| Gateway Investment Advisers LLC | 3,208 | $298.2K | 0.00% | −162−4.8% | Reduced |
| Epoch Investment Partners, Inc. | 3,201 | $297.6K | 0.00% | −29−0.9% | Reduced |
| Two Sigma Advisers, LP | 3,200 | $297.5K | 0.00% | −1,000−23.8% | Reduced |
| Lindbrook Capital, LLC | 3,198 | $297.3K | 0.04% | −171−5.1% | Reduced |
| Laffer Tengler Investments | 3,193 | $296.8K | 0.09% | +2,301+258.0% | Added |
| Capstone Investment Advisors, LLC | 3,153 | $293.1K | 0.01% | −56,839−94.7% | Reduced |
| Ieq Capital, LLC | 3,149 | $292.8K | 0.01% | −3,517−52.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,138 | $291.7K | 0.02% | 00.0% | Unchanged |
| Alps Advisors Inc | 3,116 | $289.7K | 0.00% | −16−0.5% | Reduced |
| Private Trust Co NA | 3,094 | $288.0K | 0.04% | +76+2.5% | Added |
| Soltis Investment Advisors LLC | 3,090 | $287.2K | 0.04% | −22−0.7% | Reduced |
| Cetera Advisors LLC | 3,082 | $286.5K | 0.01% | +3,082 | New |
| Sargent Investment Group, LLC | 3,071 | $285.5K | 0.09% | −215−6.5% | Reduced |
| Probity Advisors, Inc. | 3,047 | $283.2K | 0.06% | −231−7.0% | Reduced |
| tru Independence LLC | 3,043 | $282.9K | 0.09% | +6+0.2% | Added |
| Central Trust Co | 3,029 | $281.6K | 0.01% | −159−5.0% | Reduced |
| Zeke Capital Advisors, LLC | 3,021 | $280.8K | 0.02% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 3,000 | $278.9K | 0.07% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 3,000 | $278.9K | 0.29% | 00.0% | Unchanged |
| Mycio Wealth Partners, LLC | 2,963 | $275.4K | 0.09% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 2,948 | $274.0K | 0.05% | −72−2.4% | Reduced |
| HighTower Trust Services, LTA | 3,049 | $273.5K | 0.03% | −7−0.2% | Reduced |
| Lester Murray Antman dba SimplyRich | 2,939 | $273.0K | 0.11% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 2,924 | $271.8K | 0.09% | +2,924 | New |
| Greenspring Advisors, LLC | 2,910 | $270.5K | 0.07% | +327+12.7% | Added |
| Change Path, LLC | 2,887 | $268.0K | 0.01% | −11−0.4% | Reduced |
| Lincoln National Corp | 2,880 | $267.8K | 0.01% | +390+15.7% | Added |
| Brighton Jones LLC | 2,855 | $265.4K | 0.02% | −92−3.1% | Reduced |
| Verdence Capital Advisors LLC | 2,852 | $265.2K | 0.03% | −343−10.7% | Reduced |
| Equitable Holdings, Inc. | 2,837 | $263.7K | 0.00% | +475+20.1% | Added |
| Cerro Pacific Wealth Advisors LLC | 2,823 | $262.4K | 0.14% | +113+4.2% | Added |
| Sunflower Bank, N.A. | 2,822 | $262.0K | 0.06% | −1,518−35.0% | Reduced |
| Clearstead Advisors, LLC | 2,816 | $261.8K | 0.02% | +670+31.2% | Added |
| Gladstone Institutional Advisory LLC | 2,810 | $261.2K | 0.02% | −167−5.6% | Reduced |
| Mirova | 2,790 | $259.4K | 0.04% | +2,790 | New |
| Premier Asset Management LLC | 2,789 | $259.3K | 0.33% | −726−20.7% | Reduced |
| Jones Financial Companies LLLP | 2,776 | $258.0K | 0.00% | −1,750−38.7% | Reduced |
| Riverview Trust Co | 2,729 | $254.0K | 0.24% | +8+0.3% | Added |
| Capital International Inc | 2,728 | $253.6K | 0.01% | +2,728 | New |
| ARGI Investment Services, LLC | 2,720 | $253.0K | 0.01% | +2,720 | New |
| Sound View Wealth Advisors Group, LLC | 1,927 | $252.7K | 0.03% | −573−22.9% | Reduced |
| Aspiriant, LLC | 2,703 | $251.3K | 0.01% | +217+8.7% | Added |
| Checchi Capital Advisers, LLC | 2,682 | $249.3K | 0.03% | −869−24.5% | Reduced |
| Sawtooth Solutions, LLC | 2,671 | $248.3K | 0.03% | −145−5.1% | Reduced |
| Wealthsource Partners, LLC | 2,666 | $247.8K | 0.02% | +10.0% | Added |
| Smith Chas P & Associates Pa Cpas | 2,653 | $247.0K | 0.02% | 00.0% | Unchanged |
| Doliver Advisors, LP | 2,642 | $245.6K | 0.08% | −57−2.1% | Reduced |
| Great Lakes Advisors, LLC | 2,612 | $242.8K | 0.01% | −41,564−94.1% | Reduced |
| Oak Thistle LLC | 2,609 | $242.5K | 0.52% | +2,609 | New |
| Bank of the West | 2,584 | $240.2K | 0.03% | 00.0% | Unchanged |
| Viawealth, LLC | 2,458 | $239.5K | 0.20% | +2,458 | New |
| Sentry Investment Management LLC | 2,553 | $237.0K | 0.10% | −72−2.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,538 | $235.9K | 0.14% | +53+2.1% | Added |
| Keybank National Association | 2,508 | $233.1K | 0.00% | −63−2.5% | Reduced |
| We Are One Seven, LLC | 2,507 | $233.1K | 0.02% | +58+2.4% | Added |
| MCF Advisors LLC | 2,507 | $233.0K | 0.02% | +8+0.3% | Added |
| Manitou Investment Management Ltd. | 2,500 | $232.4K | 0.04% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 2,496 | $232.0K | 0.03% | +61+2.5% | Added |
| Valeo Financial Advisors, LLC | 2,490 | $231.5K | 0.01% | +2,490 | New |
| Clear Street Markets LLC | 2,486 | $231.0K | 0.05% | +185+8.0% | Added |
| Ellevest, Inc. | 2,482 | $230.7K | 0.02% | −247−9.1% | Reduced |
| Shelton Capital Management | 2,481 | $230.6K | 0.02% | −21,600−89.7% | Reduced |
| Perigon Wealth Management, LLC | 2,472 | $229.8K | 0.01% | +2,472 | New |
| Marex Group plc | 2,469 | $229.5K | 0.03% | +2,469 | New |
| Mount Vernon Associates Inc | 2,450 | $228.0K | 0.29% | −100−3.9% | Reduced |
| Marion Wealth Management | 2,424 | $225.3K | 0.10% | +158+7.0% | Added |
| Virginia Retirement Systems Et Al | 2,401 | $223.2K | 0.00% | −6,300−72.4% | Reduced |
| Roman Butler Fullerton & Co | 2,147 | $222.5K | 0.12% | +4+0.2% | Added |
| Welch Group, LLC | 2,391 | $222.3K | 0.01% | +64+2.8% | Added |
| StoneX Group Inc. | 2,347 | $219.1K | 0.03% | −91−3.7% | Reduced |
| J.W. Cole Advisors, Inc. | 2,342 | $217.8K | 0.02% | +2,342 | New |
| Stock Yards Bank & Trust Co | 2,334 | $217.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,358 | $217.0K | 0.00% | +409+21.0% | Added |
| Romano Brothers and Company | 2,315 | $215.2K | 0.03% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 2,312 | $215.0K | 0.03% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 2,304 | $214.2K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 2,304 | $214.0K | 0.01% | +13+0.6% | Added |
| IFP Advisors, Inc | 3,197 | $213.0K | 0.01% | +241+8.2% | Added |
| FFT Wealth Management LLC | 2,275 | $211.5K | 0.03% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 2,258 | $210.0K | 0.16% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 2,255 | $209.7K | 0.22% | +64+2.9% | Added |
| DuPont Capital Management Corp | 2,255 | $209.6K | 0.01% | −6,283−73.6% | Reduced |
| Malaga Cove Capital, LLC | 2,240 | $208.2K | 0.11% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,257 | $208.0K | 0.00% | +946+72.2% | Added |
| Ballentine Partners, LLC | 2,221 | $206.5K | 0.01% | −481−17.8% | Reduced |
| Fortem Financial Group, LLC | 2,197 | $204.3K | 0.12% | −47−2.1% | Reduced |
| Compagnie Lombard Odier SCmA | 2,203 | $204.0K | 0.01% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 2,192 | $203.8K | 0.06% | +2,192 | New |
| Arden Trust Co | 2,189 | $203.5K | 0.04% | −731−25.0% | Reduced |
| DFPG Investments, LLC | 1,996 | $203.2K | 0.03% | +1,996 | New |