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 |
|---|---|---|---|---|---|
| Cary Street Partners Asset Management LLC | 1,464 | $140.8K | 0.03% | +1,457+20,814.3% | Added |
| Rosenberg Matthew Hamilton | 1,471 | $141.5K | 0.05% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,495 | $143.8K | 0.04% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,505 | $144.7K | 0.11% | +740+96.7% | Added |
| CVA Family Office, LLC | 1,579 | $151.8K | 0.03% | +455+40.5% | Added |
| Capital Advisors, Ltd. LLC | 1,657 | $159.0K | 0.03% | +4+0.2% | Added |
| AIA Group Ltd | 1,700 | $163.5K | 0.01% | −268−13.6% | Reduced |
| Manchester Capital Management LLC | 1,737 | $167.0K | 0.02% | +354+25.6% | Added |
| Deseret Mutual Benefit Administrators | 1,769 | $170.1K | 0.07% | +113+6.8% | Added |
| Edge Capital Group, LLC | 1,769 | $170.1K | 0.01% | +354+25.0% | Added |
| Quent Capital, LLC | 1,785 | $171.6K | 0.03% | +91+5.4% | Added |
| CKW Financial Group | 1,875 | $180.0K | 0.03% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,936 | $186.2K | 0.02% | +1,936 | New |
| Magnolia Capital Management Ltd | 2,000 | $192.0K | 0.18% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 2,000 | $192.3K | 0.05% | −500−20.0% | Reduced |
| Whittier Trust Co | 2,002 | $192.5K | 0.00% | +516+34.7% | Added |
| Ronald Blue Trust, Inc. | 2,096 | $195.0K | 0.00% | −161−7.1% | Reduced |
| StoneX Group Inc. | 2,109 | $202.8K | 0.02% | −238−10.1% | Reduced |
| Alpine Woods Capital Investors, LLC | 2,112 | $203.0K | 0.03% | +2,112 | New |
| MCF Advisors LLC | 2,120 | $203.9K | 0.02% | −387−15.4% | Reduced |
| Roman Butler Fullerton & Co | 2,150 | $204.1K | 0.10% | +3+0.1% | Added |
| WMS Partners, LLC | 2,126 | $204.5K | 0.02% | +2,126 | New |
| Kovack Advisors, Inc. | 2,134 | $205.2K | 0.03% | +2,134 | New |
| Great Valley Advisor Group, Inc. | 2,133 | $205.2K | 0.01% | +2,133 | New |
| Wealthcare Advisory Partners LLC | 2,137 | $205.5K | 0.01% | +2,137 | New |
| Heritage Wealth Advisors | 2,151 | $206.8K | 0.01% | −2,758−56.2% | Reduced |
| Fiduciary Trust Co | 2,156 | $207.3K | 0.00% | −12−0.6% | Reduced |
| Zullo Investment Group, Inc. | 2,162 | $207.9K | 0.13% | +183+9.2% | Added |
| Ingalls & Snyder LLC | 2,158 | $208.0K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 2,167 | $208.4K | 0.01% | −3,377−60.9% | Reduced |
| Kearns & Associates LLC | 2,170 | $208.7K | 0.21% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 2,173 | $209.0K | 0.01% | +2,173 | New |
| Bowen Hanes & Co Inc | 2,174 | $209.1K | 0.01% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 2,209 | $209.7K | 0.13% | +2,209 | New |
| Systematic Alpha Investments, LLC | 2,181 | $209.7K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 2,203 | $211.8K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,203 | $211.8K | 0.02% | −613−21.8% | Reduced |
| KB Financial Partners, LLC | 2,217 | $213.0K | 0.06% | +179+8.8% | Added |
| Burke & Herbert Bank & Trust Co | 2,258 | $217.1K | 0.16% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 2,282 | $219.4K | 0.01% | −190−7.7% | Reduced |
| Prelude Capital Management, LLC | 2,299 | $221.1K | 0.02% | +2,299 | New |
| ProVise Management Group, LLC | 2,310 | $222.1K | 0.02% | +2,310 | New |
| Romano Brothers and Company | 2,315 | $222.6K | 0.03% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 2,320 | $223.1K | 0.03% | +45+2.0% | Added |
| TruWealth Advisors, LLC | 2,324 | $223.5K | 0.02% | +20+0.9% | Added |
| Capital Investment Advisors, LLC | 2,325 | $223.6K | 0.01% | +21+0.9% | Added |
| Welch Group, LLC | 2,327 | $223.8K | 0.01% | −64−2.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,328 | $223.9K | 0.04% | +2,328 | New |
| Stock Yards Bank & Trust Co | 2,334 | $224.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,332 | $224.3K | 0.06% | +1,676+255.5% | Added |
| Oak Thistle LLC | 2,333 | $224.3K | 0.13% | −276−10.6% | Reduced |
| Salomon & Ludwin, LLC | 2,338 | $224.8K | 0.03% | +2,338 | New |
| Doliver Advisors, LP | 2,370 | $227.9K | 0.07% | −272−10.3% | Reduced |
| TD Waterhouse Canada Inc. | 2,123 | $229.9K | 0.00% | +399+23.1% | Added |
| Endurance Wealth Management, Inc. | 2,402 | $231.0K | 0.03% | +90+3.9% | Added |
| Ameritas Advisory Services, LLC | 2,410 | $231.9K | 0.01% | +2,410 | New |
| SkyView Investment Advisors, LLC | 2,413 | $232.0K | 0.05% | +381+18.8% | Added |
| Marion Wealth Management | 2,424 | $233.1K | 0.09% | 00.0% | Unchanged |
| Lincoln National Corp | 2,432 | $233.9K | 0.00% | −448−15.6% | Reduced |
| Mount Vernon Associates Inc | 2,450 | $236.0K | 0.28% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 2,477 | $238.2K | 0.03% | +2,477 | New |
| Lountzis Asset Management, LLC | 2,509 | $241.0K | 0.14% | +2,509 | New |
| Stokes Family Office, LLC | 2,511 | $241.5K | 0.03% | +15+0.6% | Added |
| Newbridge Financial Services Group, Inc. | 2,535 | $243.7K | 0.13% | −3−0.1% | Reduced |
| Concord Asset Management, LLC | 2,538 | $244.1K | 0.10% | +2,538 | New |
| Northern Oak Wealth Management Inc | 2,539 | $244.2K | 0.03% | +2,539 | New |
| Checchi Capital Advisers, LLC | 2,584 | $248.5K | 0.02% | −98−3.7% | Reduced |
| Sunflower Bank, N.A. | 2,593 | $249.3K | 0.06% | −229−8.1% | Reduced |
| Capital International Inc | 2,618 | $251.7K | 0.01% | −110−4.0% | Reduced |
| Smith Chas P & Associates Pa Cpas | 2,653 | $255.0K | 0.02% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 2,659 | $255.7K | 0.02% | +317+13.5% | Added |
| Verus Financial Partners, Inc. | 3,002 | $257.0K | 0.04% | −116−3.7% | Reduced |
| Cornerstone Wealth Management, LLC | 2,674 | $257.1K | 0.03% | +2,674 | New |
| Riverview Trust Co | 2,680 | $257.7K | 0.24% | −49−1.8% | Reduced |
| Sherbrooke Park Advisers LLC | 2,700 | $259.6K | 0.39% | +2,700 | New |
| Aspiriant, LLC | 2,703 | $259.9K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 2,713 | $261.0K | 0.01% | −3,239−54.4% | Reduced |
| Wealthsource Partners, LLC | 2,725 | $262.0K | 0.02% | +59+2.2% | Added |
| Change Path, LLC | 2,720 | $262.0K | 0.01% | −167−5.8% | Reduced |
| Integrated Investment Consultants, LLC | 2,735 | $263.0K | 0.08% | −189−6.5% | Reduced |
| Jones Financial Companies LLLP | 2,751 | $264.5K | 0.00% | −25−0.9% | Reduced |
| Alpha Cubed Investments, LLC | 2,756 | $265.0K | 0.02% | −1,763−39.0% | Reduced |
| Stonegate Investment Group, LLC | 2,776 | $266.9K | 0.01% | +2,776 | New |
| Gladstone Institutional Advisory LLC | 2,776 | $267.0K | 0.02% | −34−1.2% | Reduced |
| Pinebridge Investments, L.P. | 2,823 | $271.5K | 0.00% | −93,485−97.1% | Reduced |
| Brighton Jones LLC | 2,828 | $272.0K | 0.02% | −27−0.9% | Reduced |
| Verdence Capital Advisors LLC | 2,849 | $273.9K | 0.03% | −3−0.1% | Reduced |
| Mission Creek Capital Partners, Inc. | 2,855 | $274.5K | 0.09% | −1,040−26.7% | Reduced |
| Soltis Investment Advisors LLC | 2,894 | $278.3K | 0.04% | −196−6.3% | Reduced |
| Lester Murray Antman dba SimplyRich | 2,939 | $282.0K | 0.11% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 2,946 | $283.0K | 0.02% | +2,946 | New |
| Greenspring Advisors, LLC | 2,982 | $286.8K | 0.06% | +72+2.5% | Added |
| Ziegler Capital Management, LLC | 2,988 | $287.3K | 0.01% | −253−7.8% | Reduced |
| Hartford Financial Management Inc. | 3,000 | $288.5K | 0.07% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 3,000 | $288.5K | 0.29% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,038 | $289.3K | 0.04% | +3,038 | New |
| SYSTM Wealth Solutions LLC | 3,009 | $289.3K | 0.04% | −302−9.1% | Reduced |
| Keybank National Association | 3,016 | $290.0K | 0.00% | +508+20.3% | Added |
| Central Trust Co | 3,029 | $291.3K | 0.01% | 00.0% | Unchanged |
| tru Independence LLC | 3,049 | $293.2K | 0.09% | +6+0.2% | Added |