Skip to main content

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; 2,130 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.

Other share classesCOF.PICOF.PJCOF.PKCOF.PLCOF.PN

13F holders, Q1 2023

Institutional positions in Capital One Financial Corp as of Mar 31, 2023. 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
1,009
+3 vs. Q4 2022
Shares held
343.6M
+2.43M (+0.7%) vs. Q4 2022
Total value
$33.0B
+$1.32B (+4.2%) vs. Q4 2022
New holders
106
373 more added
Sold out
103
367 more reduced

20 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2023: 1,009 institutions
Q1 2021: 1,017 institutionsQ2 2021: 1,122 institutionsQ3 2021: 1,107 institutionsQ4 2021: 1,140 institutionsQ1 2022: 1,095 institutionsQ2 2022: 1,023 institutionsQ3 2022: 997 institutionsQ4 2022: 1,026 institutionsQ1 2023: 1,009 institutionsQ2 2023: 1,019 institutionsQ3 2023: 1,011 institutionsQ4 2023: 1,142 institutionsQ1 2024: 1,166 institutionsQ2 2024: 1,202 institutionsQ3 2024: 1,229 institutionsQ4 2024: 1,362 institutionsQ1 2025: 1,403 institutionsQ2 2025: 1,962 institutionsQ3 2025: 2,002 institutionsQ4 2025: 2,212 institutionsQ1 2026: 2,082 institutionsQ2 2026: 2,130 institutions
Value heldQ1 2023: $33.0B
Q1 2021: $52.3BQ2 2021: $61.8BQ3 2021: $62.2BQ4 2021: $53.4BQ1 2022: $46.5BQ2 2022: $35.5BQ3 2022: $31.4BQ4 2022: $31.7BQ1 2023: $33.0BQ2 2023: $38.0BQ3 2023: $33.3BQ4 2023: $44.8BQ1 2024: $52.2BQ2 2024: $48.0BQ3 2024: $52.1BQ4 2024: $64.0BQ1 2025: $65.5BQ2 2025: $118.8BQ3 2025: $116.2BQ4 2025: $133.0BQ1 2026: $96.4BQ2 2026: $107.7B
Institutions holding COF and their total value by quarter
QuarterHoldersValue
Q2 20262,130$107.7B
Q1 20262,082$96.4B
Q4 20252,212$133.0B
Q3 20252,002$116.2B
Q2 20251,962$118.8B
Q1 20251,403$65.5B
Q4 20241,362$64.0B
Q3 20241,229$52.1B
Q2 20241,202$48.0B
Q1 20241,166$52.2B
Q4 20231,142$44.8B
Q3 20231,011$33.3B
Q2 20231,019$38.0B
Q1 20231,009$33.0B
Q4 20221,026$31.7B
Q3 2022997$31.4B
Q2 20221,023$35.5B
Q1 20221,095$46.5B
Q4 20211,140$53.4B
Q3 20211,107$62.2B
Q2 20211,122$61.8B
Q1 20211,017$52.3B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Capital One Financial Corp; share changes are against Q4 2022.

Institutions holding COF in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth2$00.00%+2New
Sofos Investments, Inc.55$50.00%−38−40.9%Reduced
Tfo-TDC, LLC1$960.00%−3−75.0%Reduced
Highline Wealth Partners LLC2$1920.00%+2New
First Financial Corp5$4800.00%00.0%Unchanged
Delos Wealth Advisors, LLC6$5770.00%00.0%Unchanged
Colonial Trust Advisors6$5770.00%+2+50.0%Added
Prestige Wealth Management Group LLC7$6740.00%−10−58.8%Reduced
GoalVest Advisory LLC8$7690.00%−43−84.3%Reduced
New England Capital Financial Advisors LLC9$8210.00%+1+12.5%Added
Aspire Private Capital, LLC9$8990.00%00.0%Unchanged
Investors Research Corp10$9620.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC12$1.00K0.00%−40−76.9%Reduced
Motco12$1.15K0.00%00.0%Unchanged
Tucker Asset Management LLC12$1.15K0.00%00.0%Unchanged
USA Financial Portformulas Corp14$1.35K0.00%+14New
Central Bank & Trust Co17$1.63K0.00%+17New
North Star Investment Management Corp.19$1.83K0.00%00.0%Unchanged
New Millennium Group LLC19$1.83K0.00%00.0%Unchanged
Red Tortoise LLC19$1.83K0.00%00.0%Unchanged
Hoey Investments, Inc20$1.92K0.00%+20New
Carolinas Wealth Consulting LLC21$2.02K0.00%−33−61.1%Reduced
Nalls Sherbakoff Group, LLC22$2.07K0.00%+22New
Laurel Wealth Advisors LLC23$2.21K0.00%+17+283.3%Added
Private Ocean, LLC23$2.21K0.00%+23New
Credential Qtrade Securities Inc.27$2.60K0.00%+27New
Wolff Wiese Magana LLC30$2.88K0.00%+10+50.0%Added
WealthPLAN Partners, LLC30$2.88K0.00%+30New
TFC Financial Management30$2.90K0.00%00.0%Unchanged
Raleigh Capital Management Inc.31$2.98K0.00%+31New
TSFG, LLC27$3.00K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.33$3.17K0.00%+26+371.4%Added
Kozak & Associates, Inc.35$3.37K0.00%00.0%Unchanged
Horan Securities, Inc.39$3.71K0.00%00.0%Unchanged
Centennial Bank39$3.75K0.00%00.0%Unchanged
Syverson Strege & Co41$3.94K0.00%+41New
Montag A & Associates Inc44$4.23K0.00%00.0%Unchanged
West Branch Capital LLC49$4.71K0.00%00.0%Unchanged
PSI Advisors, LLC50$4.81K0.00%00.0%Unchanged
CoreFirst Bank & Trust50$4.81K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.52$5.00K0.00%+52New
Lansing Street Advisors57$5.48K0.00%00.0%Unchanged
NewSquare Capital LLC57$5.51K0.00%+54+1,800.0%Added
SJS Investment Consulting Inc.59$5.67K0.00%+7+13.5%Added
Moisand Fitzgerald Tamayo, LLC60$5.77K0.00%00.0%Unchanged
Lee Financial Co61$5.87K0.00%−23−27.4%Reduced
Abound Wealth Management62$5.97K0.00%00.0%Unchanged
Tacita Capital Inc65$6.00K0.00%−50−43.5%Reduced
Coston, McIsaac & Partners65$6.00K0.00%00.0%Unchanged
Schubert & Co63$6.06K0.01%+12+23.5%Added
JFS Wealth Advisors, LLC65$6.25K0.00%−31−32.3%Reduced
Plante Moran Financial Advisors, LLC67$6.42K0.00%+40+148.1%Added
Sunbelt Securities, Inc.71$6.69K0.00%+71New
RFP Financial Group LLC72$6.92K0.01%00.0%Unchanged
MBM Wealth Consultants, LLC70$7.00K0.00%00.0%Unchanged
Byrne Asset Management LLC73$7.00K0.00%+73New
Crewe Advisors LLC73$7.02K0.00%−13−15.1%Reduced
Baystate Wealth Management LLC73$7.05K0.00%+1+1.4%Added
IAG Wealth Partners, LLC75$7.21K0.00%00.0%Unchanged
Gradient Investments LLC77$7.40K0.00%−36−31.9%Reduced
ICA Group Wealth Management, LLC80$7.69K0.00%00.0%Unchanged
Arlington Partners LLC84$8.08K0.00%−239−74.0%Reduced
True Wealth Design, LLC85$8.17K0.00%+85New
Johnson Midwest Financial, LLC86$8.27K0.01%00.0%Unchanged
Kalos Management, Inc.88$8.46K0.02%+88New
Adirondack Trust Co90$8.65K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.92$8.86K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC94$9.04K0.00%+94New
Missouri Trust & Investment Co94$9.04K0.01%+94New
Logan Capital Management Inc100$9.62K0.00%00.0%Unchanged
Pacific Center for Financial Services100$9.62K0.00%+100New
Ahrens Investment Partners LLC100$9.62K0.00%+100New
Paladin Advisory Group, LLC100$9.62K0.01%+100New
Stephens Consulting, LLC101$9.69K0.01%00.0%Unchanged
TD Ameritrade Investment Management, LLC102$10.0K0.00%−15−12.8%Reduced
Capital Analysts, LLC109$10.0K0.00%00.0%Unchanged
Silicon Valley Capital Partners105$10.1K0.00%+105New
Bell Investment Advisors, Inc106$10.2K0.00%+25+30.9%Added
Gables Capital Management Inc.109$10.5K0.01%00.0%Unchanged
Sound Income Strategies, LLC109$10.5K0.00%−100−47.8%Reduced
BOK Financial Private Wealth, Inc.110$10.6K0.00%00.0%Unchanged
Legacy Bridge, LLC110$10.6K0.01%00.0%Unchanged
Kistler-Tiffany Companies, LLC113$10.9K0.00%00.0%Unchanged
Clean Yield Group115$11.1K0.00%−53−31.5%Reduced
Meeder Asset Management Inc116$11.2K0.00%−12,667−99.1%Reduced
Grayhawk Investment Strategies Inc.93$12.0K0.01%00.0%Unchanged
Retirement Group, LLC122$12.0K0.01%+122New
Sittner & Nelson, LLC128$12.3K0.01%00.0%Unchanged
Hexagon Capital Partners LLC138$13.3K0.00%−109−44.1%Reduced
Steward Financial Group LLC155$14.0K0.00%+91+142.2%Added
HHM Wealth Advisors, LLC146$14.0K0.00%00.0%Unchanged
Carmel Capital Partners, LLC152$14.6K0.01%+152New
WealthPlan Investment Management, LLC158$15.2K0.00%+158New
Boyd Watterson Asset Management LLC169$16.3K0.01%00.0%Unchanged
Cape Investment Advisory, Inc.175$16.8K0.01%+175New
Advisors Preferred, LLC180$17.3K0.01%+180New
Ellevest, Inc.182$17.5K0.00%−2,300−92.7%Reduced
Larson Financial Group LLC184$17.7K0.00%+184New
Tortoise Investment Management, LLC191$18.4K0.00%00.0%Unchanged
Atlas Capital Advisors LLC196$18.8K0.00%−87−30.7%Reduced