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 |
|---|---|---|---|---|---|
| Systematic Alpha Investments, LLC | 2,181 | $202.7K | 0.01% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 2,174 | $202.1K | 0.01% | 00.0% | Unchanged |
| Kearns & Associates LLC | 2,170 | $201.7K | 0.21% | +2,170 | New |
| Fiduciary Trust Co | 2,168 | $201.5K | 0.00% | +2,168 | New |
| Ingalls & Snyder LLC | 2,158 | $201.0K | 0.01% | +2,158 | New |
| TD Waterhouse Canada Inc. | 1,724 | $193.4K | 0.00% | −3,176−64.8% | Reduced |
| KB Financial Partners, LLC | 2,038 | $189.0K | 0.06% | −232−10.2% | Reduced |
| SkyView Investment Advisors, LLC | 2,032 | $189.0K | 0.06% | −223−9.9% | Reduced |
| Magnolia Capital Management Ltd | 2,000 | $186.0K | 0.18% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 1,979 | $184.0K | 0.11% | +185+10.3% | Added |
| AIA Group Ltd | 1,968 | $182.9K | 0.01% | −1,133−36.5% | Reduced |
| CKW Financial Group | 1,875 | $174.0K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 1,821 | $169.3K | 0.01% | −1,065−36.9% | Reduced |
| Money Concepts Capital Corp | 1,797 | $167.1K | 0.01% | +400+28.6% | Added |
| Quent Capital, LLC | 1,694 | $157.5K | 0.03% | +71+4.4% | Added |
| Capital Advisors, Ltd. LLC | 1,653 | $154.0K | 0.03% | +42+2.6% | Added |
| Deseret Mutual Benefit Administrators | 1,656 | $153.9K | 0.06% | −1,226−42.5% | Reduced |
| Counterpoint Mutual Funds LLC | 1,635 | $152.0K | 0.16% | +1,635 | New |
| Picton Mahoney Asset Management | 1,616 | $150.0K | 0.01% | +1,616 | New |
| Princeton Global Asset Management LLC | 1,495 | $139.0K | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co | 1,486 | $138.1K | 0.00% | −3,477−70.1% | Reduced |
| Rosenberg Matthew Hamilton | 1,471 | $136.7K | 0.05% | −69−4.5% | Reduced |
| Washington Trust Co | 1,429 | $132.8K | 0.01% | −300−17.4% | Reduced |
| Itau Unibanco Holding S.A. | 1,429 | $132.4K | 0.01% | −221−13.4% | Reduced |
| Edge Capital Group, LLC | 1,415 | $131.5K | 0.01% | +1,415 | New |
| Manchester Capital Management LLC | 1,383 | $128.6K | 0.02% | +116+9.2% | Added |
| Zions Bancorporation, N.A. | 1,367 | $127.1K | 0.01% | +423+44.8% | Added |
| Smithfield Trust Co | 1,334 | $123.0K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 1,295 | $120.4K | 0.19% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,286 | $119.5K | 0.02% | +130+11.2% | Added |
| West Paces Advisors Inc. | 1,284 | $119.4K | 0.04% | −22−1.7% | Reduced |
| Seaport Global Advisors, LLC | 1,245 | $115.7K | 0.40% | −54−4.2% | Reduced |
| Baker Avenue Asset Management, LP | 1,232 | $114.5K | 0.01% | +1,232 | New |
| Tobam | 1,202 | $112.0K | 0.01% | −812−40.3% | Reduced |
| Evermay Wealth Management LLC | 1,190 | $110.6K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,055 | $106.6K | 0.03% | −200−15.9% | Reduced |
| Farther Finance Advisors, LLC | 1,127 | $104.8K | 0.04% | +1,127 | New |
| CVA Family Office, LLC | 1,124 | $104.5K | 0.03% | +327+41.0% | Added |
| CoreCap Advisors, LLC | 1,098 | $102.1K | 0.01% | +1,098 | New |
| American National Bank | 1,094 | $102.0K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,100 | $102.0K | 0.06% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $102.0K | 0.19% | – | New |
| Park Place Capital Corp | 1,030 | $96.0K | 0.03% | +1,030 | New |
| Independence Bank of Kentucky | 1,010 | $94.0K | 0.04% | +425+72.6% | Added |
| GHP Investment Advisors, Inc. | 958 | $89.1K | 0.01% | +5+0.5% | Added |
| Covestor Ltd | 960 | $89.0K | 0.07% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 926 | $86.0K | 0.06% | 00.0% | Unchanged |
| Tompkins Financial Corp | 926 | $86.0K | 0.01% | 00.0% | Unchanged |
| Belvedere Trading LLC | 918 | $85.3K | 0.05% | +918 | New |
| EverSource Wealth Advisors, LLC | 906 | $84.2K | 0.01% | −256−22.0% | Reduced |
| BerganKDV Wealth Management, LLC | 863 | $80.2K | 0.01% | +37+4.5% | Added |
| Caldwell Trust Co | 862 | $80.1K | 0.01% | −275−24.2% | Reduced |
| Grove Bank & Trust | 845 | $79.0K | 0.02% | +845 | New |
| Belpointe Asset Management LLC | 831 | $77.3K | 0.00% | −596−41.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 825 | $77.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 828 | $77.0K | 0.01% | +430+108.0% | Added |
| Old North State Trust, LLC | 791 | $74.0K | 0.05% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 796 | $74.0K | 0.02% | +57+7.7% | Added |
| Western Pacific Wealth Management, LP | 765 | $71.1K | 0.06% | +420+121.7% | Added |
| Eagle Bay Advisors LLC | 754 | $70.1K | 0.04% | +296+64.6% | Added |
| Monetary Management Group Inc | 750 | $69.7K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 735 | $68.3K | 0.01% | −205−21.8% | Reduced |
| AXS Investments LLC | 735 | $68.3K | 0.02% | +735 | New |
| Hanson & Doremus Investment Management | 724 | $67.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 707 | $66.0K | 0.02% | +707 | New |
| Centiva Capital, LP | 709 | $65.9K | 0.01% | −3,357−82.6% | Reduced |
| United Community Bank | 694 | $64.5K | 0.06% | +50+7.8% | Added |
| Norway Savings Bank | 679 | $63.1K | 0.03% | 00.0% | Unchanged |
| First Command Bank | 681 | $63.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 681 | $63.0K | 0.01% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 662 | $61.5K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 656 | $61.0K | 0.02% | +656 | New |
| Global Retirement Partners, LLC | 643 | $59.7K | 0.00% | +361+128.0% | Added |
| PFG Private Wealth Management, LLC | 640 | $59.0K | 0.04% | −145−18.5% | Reduced |
| Global Financial Private Client, LLC | 631 | $58.7K | 0.03% | 00.0% | Unchanged |
| General Partner, Inc. | 595 | $55.3K | 0.05% | +595 | New |
| Colonial Trust Co | 594 | $55.2K | 0.02% | +594 | New |
| Toth Financial Advisory Corp | 585 | $54.4K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 547 | $50.8K | 0.01% | −27,710−98.1% | Reduced |
| Accel Wealth Management | 542 | $50.4K | 0.02% | −760−58.4% | Reduced |
| Dividend Assets Capital, LLC | 535 | $50.0K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 532 | $49.5K | 0.06% | +532 | New |
| Washington Trust Advisors, Inc. | 518 | $48.2K | 0.01% | −83−13.8% | Reduced |
| Parkside Financial Bank & Trust | 518 | $48.2K | 0.01% | +81+18.5% | Added |
| Advisors Asset Management, Inc. | 506 | $47.0K | 0.00% | −3,224−86.4% | Reduced |
| Evolution Advisers, Inc. | 515 | $47.0K | 0.04% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 498 | $46.3K | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 484 | $45.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 475 | $44.0K | 0.00% | −712−60.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 463 | $43.0K | 0.00% | +46+11.0% | Added |
| Comerica Securities,inc. | 461 | $42.9K | 0.00% | +461 | New |
| Acima Private Wealth, LLC | 445 | $41.4K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 444 | $41.3K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 444 | $41.0K | 0.00% | −1,186−72.8% | Reduced |
| Elequin Capital LP | 438 | $40.7K | 0.01% | +438 | New |
| U.S. Capital Wealth Advisors, LLC | 423 | $39.3K | 0.00% | +423 | New |
| Caption Management, LLC | 400 | $37.2K | 0.01% | −1,154−74.3% | Reduced |
| Westside Investment Management, Inc. | 400 | $37.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 381 | $35.4K | 0.01% | +31+8.9% | Added |
| 3Chopt Investment Partners, LLC | 381 | $35.4K | 0.02% | +381 | New |