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.
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,130 | $107.7B |
| Q1 2026 | 2,082 | $96.4B |
| Q4 2025 | 2,212 | $133.0B |
| Q3 2025 | 2,002 | $116.2B |
| Q2 2025 | 1,962 | $118.8B |
| Q1 2025 | 1,403 | $65.5B |
| Q4 2024 | 1,362 | $64.0B |
| Q3 2024 | 1,229 | $52.1B |
| Q2 2024 | 1,202 | $48.0B |
| Q1 2024 | 1,166 | $52.2B |
| Q4 2023 | 1,142 | $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, Q1 2023
Shares, value and share of portfolio for each institution holding Capital One Financial Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Earnest Partners LLC | 214 | $20.6K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 215 | $20.7K | 0.00% | −291−57.5% | Reduced |
| Bray Capital Advisors | 215 | $20.7K | 0.01% | −90−29.5% | Reduced |
| McIlrath & Eck, LLC | 215 | $20.7K | 0.00% | +12+5.9% | Added |
| Quarry LP | 229 | $22.0K | 0.01% | −95−29.3% | Reduced |
| Venturi Wealth Management, LLC | 230 | $22.1K | 0.00% | +230 | New |
| McClarren Financial Advisors, Inc. | 247 | $23.0K | 0.02% | +1+0.4% | Added |
| Cedar Mountain Advisors, LLC | 241 | $23.2K | 0.01% | +53+28.2% | Added |
| Carmichael Hill & Associates, Inc. | 258 | $24.8K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 261 | $25.0K | 0.03% | 00.0% | Unchanged |
| Bank of New Hampshire | 278 | $26.7K | 0.01% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 295 | $28.4K | 0.02% | +127+75.6% | Added |
| MV Capital Management, Inc. | 300 | $28.8K | 0.00% | +165+122.2% | Added |
| Annapolis Financial Services, LLC | 311 | $29.9K | 0.01% | +2+0.6% | Added |
| Raffa Wealth Management, LLC | 315 | $30.3K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 326 | $31.3K | 0.01% | −7−2.1% | Reduced |
| America First Investment Advisors, LLC | 326 | $31.3K | 0.01% | +326 | New |
| Glen Eagle Advisors, LLC | 329 | $31.6K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 331 | $31.8K | 0.02% | −40−10.8% | Reduced |
| First Community Trust NA | 335 | $32.2K | 0.04% | 00.0% | Unchanged |
| CNB Bank | 342 | $32.9K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 354 | $34.0K | 0.01% | +150+73.5% | Added |
| BerganKDV Wealth Management, LLC | 363 | $34.9K | 0.00% | −500−57.9% | Reduced |
| Live Oak Investment Partners | – | $35.2K | 0.03% | – | New |
| FinTrust Capital Advisors, LLC | 381 | $35.4K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 370 | $35.6K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 371 | $35.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 378 | $36.3K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 400 | $38.5K | 0.01% | 00.0% | Unchanged |
| Denali Advisors LLC | 400 | $38.5K | 0.02% | +400 | New |
| Accel Wealth Management | 419 | $40.3K | 0.02% | −123−22.7% | Reduced |
| Silvant Capital Management LLC | 444 | $42.7K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 445 | $42.8K | 0.02% | 00.0% | Unchanged |
| 25 LLC | 486 | $43.3K | 0.03% | +486 | New |
| Cambridge Trust Co | 475 | $45.7K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 477 | $46.0K | 0.00% | +33+7.4% | Added |
| Edmond de Rothschild Holding S.A. | 484 | $46.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 796 | $47.8K | 0.00% | −2,401−75.1% | Reduced |
| Sutton Wealth Advisors Inc. | 500 | $48.1K | 0.03% | +2+0.4% | Added |
| AllSquare Wealth Management LLC | 501 | $48.2K | 0.03% | +300+149.3% | Added |
| Dividend Assets Capital, LLC | 535 | $50.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 525 | $50.5K | 0.02% | +465+775.0% | Added |
| Evolution Advisers, Inc. | 532 | $51.0K | 0.04% | +17+3.3% | Added |
| Parkside Financial Bank & Trust | 539 | $51.8K | 0.01% | +21+4.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 547 | $52.6K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 556 | $53.5K | 0.01% | +38+7.3% | Added |
| TD Private Client Wealth LLC | 564 | $54.2K | 0.00% | −4,867−89.6% | Reduced |
| Toth Financial Advisory Corp | 585 | $56.3K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 627 | $60.3K | 0.01% | −279−30.8% | Reduced |
| Mendota Financial Group, LLC | 460 | $60.4K | 0.06% | −72−13.5% | Reduced |
| AXS Investments LLC | 630 | $60.6K | 0.02% | −105−14.3% | Reduced |
| Global Financial Private Client, LLC | 631 | $60.8K | 0.03% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 635 | $61.1K | 0.01% | −100−13.6% | Reduced |
| Oakworth Capital, Inc. | 657 | $63.2K | 0.01% | +657 | New |
| First Command Bank | 681 | $65.5K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 681 | $65.5K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 694 | $66.7K | 0.06% | 00.0% | Unchanged |
| Garda Capital Partners LP | 698 | $67.1K | 0.06% | +698 | New |
| Hanson & Doremus Investment Management | 724 | $70.0K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 744 | $71.5K | 0.02% | −286−27.8% | Reduced |
| Global Retirement Partners, LLC | 814 | $71.6K | 0.00% | +171+26.6% | Added |
| Clear Street Markets LLC | 747 | $72.0K | 0.02% | −1,739−70.0% | Reduced |
| Monetary Management Group Inc | 750 | $72.1K | 0.02% | 00.0% | Unchanged |
| Avalon Trust Co | 754 | $72.5K | 0.01% | +754 | New |
| TCI Wealth Advisors, Inc. | 764 | $73.5K | 0.01% | −64−7.7% | Reduced |
| Old North State Trust, LLC | 791 | $76.0K | 0.05% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 825 | $79.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 862 | $82.9K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 865 | $83.0K | 0.02% | +69+8.7% | Added |
| Grove Bank & Trust | 877 | $84.3K | 0.02% | +32+3.8% | Added |
| Colonial Trust Co | 886 | $85.2K | 0.02% | +292+49.2% | Added |
| PFG Private Wealth Management, LLC | 918 | $88.3K | 0.06% | +278+43.4% | Added |
| Whittier Trust Co of Nevada Inc | 921 | $88.6K | 0.00% | +458+98.9% | Added |
| Barrett & Company, Inc. | 926 | $89.0K | 0.06% | 00.0% | Unchanged |
| Tompkins Financial Corp | 926 | $89.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 952 | $92.0K | 0.02% | +902+1,804.0% | Added |
| Itau Unibanco Holding S.A. | 957 | $92.0K | 0.00% | −472−33.0% | Reduced |
| Kapitalo Investimentos Ltda | 958 | $92.1K | 0.03% | +958 | New |
| Zions Bancorporation, N.A. | 961 | $92.4K | 0.01% | −406−29.7% | Reduced |
| GHP Investment Advisors, Inc. | 964 | $92.7K | 0.01% | +6+0.6% | Added |
| Covestor Ltd | 1,021 | $99.0K | 0.09% | +61+6.4% | Added |
| JJJ Advisors Inc. | 1,045 | $100.9K | 0.03% | −10−0.9% | Reduced |
| Emfo, LLC | 1,080 | $103.9K | 0.10% | +1,080 | New |
| Eagle Bay Advisors LLC | 1,081 | $104.0K | 0.06% | +327+43.4% | Added |
| American National Bank | 1,094 | $105.2K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,100 | $105.8K | 0.06% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,145 | $110.1K | 0.03% | −139−10.8% | Reduced |
| Evermay Wealth Management LLC | 1,190 | $114.4K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,204 | $115.8K | 0.05% | +194+19.2% | Added |
| Tobam | 1,202 | $116.0K | 0.01% | 00.0% | Unchanged |
| Seaport Global Advisors, LLC | 1,245 | $119.7K | 0.38% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,249 | $120.1K | 0.04% | +122+10.8% | Added |
| Baker Avenue Asset Management, LP | 1,290 | $124.0K | 0.01% | +58+4.7% | Added |
| Norwood Financial Corp | 1,295 | $124.5K | 0.20% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,309 | $125.9K | 0.02% | +23+1.8% | Added |
| Smithfield Trust Co | 1,334 | $129.0K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,375 | $132.2K | 0.01% | +544+65.5% | Added |
| Proequities, Inc. | 1,420 | $136.5K | 0.01% | −401−22.0% | Reduced |
| Washington Trust Co | 1,429 | $137.4K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 1,437 | $138.0K | 0.02% | +1,437 | New |