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 |
|---|---|---|---|---|---|
| XML Financial, LLC | 4,854 | $466.7K | 0.06% | +64+1.3% | Added |
| Beacon Pointe Advisors, LLC | 4,866 | $467.9K | 0.01% | +743+18.0% | Added |
| Siemens Fonds Invest GmbH | 4,875 | $468.8K | 0.05% | −43−0.9% | Reduced |
| Seven Eight Capital, LP | 4,913 | $472.4K | 0.10% | −16,329−76.9% | Reduced |
| First PREMIER Bank | 4,999 | $480.0K | 0.14% | −161−3.1% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 5,000 | $480.8K | 0.19% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 5,005 | $481.3K | 0.18% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 5,015 | $482.3K | 0.27% | +2,192+77.6% | Added |
| Aveo Capital Partners, LLC | 5,020 | $482.7K | 0.06% | −15,969−76.1% | Reduced |
| Clarius Group, LLC | 5,031 | $483.8K | 0.04% | +332+7.1% | Added |
| Tectonic Advisors LLC | 5,060 | $486.6K | 0.07% | +1,431+39.4% | Added |
| Parallel Advisors, LLC | 5,068 | $487.4K | 0.02% | +1,358+36.6% | Added |
| Armstrong Advisory Group, Inc | 5,119 | $492.2K | 0.06% | −161−3.0% | Reduced |
| South State Corp. | 5,200 | $500.0K | 0.05% | −346−6.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,213 | $501.3K | 0.04% | −535−9.3% | Reduced |
| Capstone Investment Advisors, LLC | 5,240 | $503.9K | 0.02% | +2,087+66.2% | Added |
| Leonteq Securities AG | 5,260 | $505.8K | 0.05% | −2,229−29.8% | Reduced |
| Neville Rodie & Shaw Inc | 5,305 | $510.0K | 0.05% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 5,314 | $511.0K | 0.08% | +5,314 | New |
| Ostrum Asset Management | 5,355 | $514.9K | 0.04% | +5,355 | New |
| Copperwynd Financial, LLC | 5,361 | $515.5K | 0.26% | +292+5.8% | Added |
| Point72 Middle East FZE | 5,367 | $516.1K | 0.03% | +1,643+44.1% | Added |
| Savant Capital, LLC | 5,380 | $517.3K | 0.01% | +444+9.0% | Added |
| Kestra Private Wealth Services, LLC | 5,453 | $524.3K | 0.02% | −283−4.9% | Reduced |
| Symmetry Partners, LLC | 5,484 | $527.0K | 0.03% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 5,505 | $529.4K | 0.08% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 5,550 | $533.7K | 0.03% | +3,060+122.9% | Added |
| Spire Wealth Management | 5,595 | $538.0K | 0.02% | +1,266+29.2% | Added |
| Independent Advisor Alliance | 5,652 | $543.5K | 0.03% | +5,652 | New |
| Northern Financial Advisors Inc | 5,677 | $545.9K | 0.51% | −393−6.5% | Reduced |
| Sumitomo Life Insurance Co | 5,766 | $554.0K | 0.05% | −100−1.7% | Reduced |
| Glenview Trust Co | 5,856 | $563.1K | 0.02% | −100−1.7% | Reduced |
| E. Ohman J:or Asset Management AB | 5,900 | $567.3K | 0.02% | −11,100−65.3% | Reduced |
| National Asset Management, Inc. | 5,916 | $568.9K | 0.02% | +359+6.5% | Added |
| Jeppson Wealth Management, LLC | 5,953 | $572.5K | 0.25% | +344+6.1% | Added |
| Marex Group plc | 5,963 | $573.4K | 0.08% | +3,494+141.5% | Added |
| Crawford Investment Counsel Inc | 6,006 | $577.5K | 0.01% | +965+19.1% | Added |
| Allworth Financial LP | 6,036 | $580.4K | 0.01% | −123−2.0% | Reduced |
| Coldstream Capital Management Inc | 6,050 | $581.8K | 0.02% | +420+7.5% | Added |
| Renaissance Group LLC | 6,131 | $589.6K | 0.03% | −163−2.6% | Reduced |
| Johnson Financial Group, Inc. | 6,146 | $591.0K | 0.04% | +239+4.0% | Added |
| Cary Street Partner Investment Advisory LLC | 6,262 | $602.1K | 0.04% | −1,229−16.4% | Reduced |
| Highlander Capital Management, LLC | 6,300 | $606.0K | 0.30% | +800+14.5% | Added |
| Banque Cantonale Vaudoise | 6,404 | $616.0K | 0.03% | 00.0% | Unchanged |
| Arden Trust Co | 6,423 | $618.0K | 0.11% | +4,234+193.4% | Added |
| Cohen Klingenstein LLC | 6,453 | $620.5K | 0.03% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 6,530 | $627.9K | 0.07% | +523+8.7% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 6,553 | $630.1K | 0.36% | +529+8.8% | Added |
| City Holding Co | 6,573 | $632.0K | 0.11% | +750+12.9% | Added |
| Bleakley Financial Group, LLC | 6,586 | $633.3K | 0.02% | +1,143+21.0% | Added |
| Sawtooth Solutions, LLC | 6,592 | $633.9K | 0.02% | +3,921+146.8% | Added |
| Salzhauer Michael | 6,612 | $635.8K | 0.58% | 00.0% | Unchanged |
| Centiva Capital, LP | 6,666 | $641.0K | 0.04% | +5,957+840.2% | Added |
| Gibraltar Capital Management, Inc. | 6,692 | $643.5K | 0.30% | +6,692 | New |
| Institutional & Family Asset Management, LLC | 6,698 | $644.1K | 0.11% | +40+0.6% | Added |
| Vontobel Holding Ltd. | 6,727 | $646.9K | 0.01% | −70,237−91.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 6,778 | $651.8K | 0.03% | −1,044−13.3% | Reduced |
| Krilogy Financial LLC | 6,805 | $654.4K | 0.05% | +2,145+46.0% | Added |
| Banco Santander, S.A. | 6,840 | $657.7K | 0.01% | −11,546−62.8% | Reduced |
| Lowe Brockenbrough & Co Inc | 6,859 | $659.6K | 0.05% | +1,514+28.3% | Added |
| Modera Wealth Management, LLC | 6,886 | $662.2K | 0.03% | +1,184+20.8% | Added |
| Panagora Asset Management Inc | 6,890 | $662.5K | 0.00% | −3,686−34.9% | Reduced |
| Desjardins Global Asset Management Inc. | 6,912 | $664.0K | 0.08% | +3,521+103.8% | Added |
| Wedbush Securities Inc | 6,929 | $666.0K | 0.03% | −4−0.1% | Reduced |
| Brown Brothers Harriman & Co | 6,970 | $670.2K | 0.01% | −318−4.4% | Reduced |
| Regatta Capital Group, LLC | 7,216 | $670.8K | 0.24% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 7,000 | $673.1K | 0.05% | −14,000−66.7% | Reduced |
| Asset Dedication, LLC | 7,030 | $675.0K | 0.06% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 7,049 | $677.8K | 0.21% | +2,544+56.5% | Added |
| Daymark Wealth Partners, LLC | 7,111 | $683.8K | 0.09% | +790+12.5% | Added |
| Arrow Financial Corp | 7,155 | $688.0K | 0.09% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 7,180 | $690.5K | 0.05% | +240+3.5% | Added |
| Capital Management Associates | 7,182 | $690.6K | 1.05% | −1,060−12.9% | Reduced |
| Selway Asset Management | 7,233 | $695.5K | 0.33% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 7,257 | $697.8K | 0.03% | +57+0.8% | Added |
| Prio Wealth Limited Partnership | 7,274 | $699.5K | 0.03% | −30.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,274 | $699.5K | 0.05% | +645+9.7% | Added |
| Quinn Opportunity Partners LLC | 7,408 | $712.4K | 0.08% | 00.0% | Unchanged |
| Busey Wealth Management | 7,408 | $712.4K | 0.03% | −3,821−34.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 7,436 | $715.1K | 0.03% | +600+8.8% | Added |
| Intrust Bank NA | 7,455 | $716.9K | 0.09% | +518+7.5% | Added |
| Eagle Harbor Asset Management Inc | 7,465 | $717.8K | 0.97% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 7,490 | $720.2K | 0.07% | 00.0% | Unchanged |
| Greenleaf Trust | 7,504 | $721.6K | 0.01% | +837+12.6% | Added |
| Navalign, LLC | 7,539 | $724.9K | 0.30% | +1,002+15.3% | Added |
| Stratos Wealth Partners, LTD. | 7,575 | $728.5K | 0.02% | −1,874−19.8% | Reduced |
| Sebold Capital Management, Inc. | 7,613 | $732.0K | 0.58% | +34+0.4% | Added |
| JT Stratford LLC | 7,692 | $739.7K | 0.21% | +7,692 | New |
| Harbour Investments, Inc. | 7,708 | $741.2K | 0.04% | +51+0.7% | Added |
| JBF Capital, Inc. | 7,750 | $745.2K | 0.17% | −39,250−83.5% | Reduced |
| Prospera Financial Services Inc | 7,762 | $747.1K | 0.03% | +11+0.1% | Added |
| Graypoint LLC | 7,934 | $763.0K | 0.08% | −6,282−44.2% | Reduced |
| Los Angeles Capital Management LLC | 7,938 | $763.3K | 0.00% | +3,770+90.5% | Added |
| Family Legacy, Inc. | 7,941 | $763.6K | 0.33% | +550+7.4% | Added |
| Versor Investments LP | 8,028 | $772.0K | 0.10% | +8,028 | New |
| HM Payson & Co | 8,041 | $773.2K | 0.02% | +9+0.1% | Added |
| Diversified Trust Co | 8,058 | $774.9K | 0.03% | −1,615−16.7% | Reduced |
| Argent Trust Co | 8,178 | $786.4K | 0.05% | −244−2.9% | Reduced |
| Alberta Investment Management Corp | 8,200 | $788.5K | 0.01% | +8,200 | New |
| Meeder Advisory Services, Inc. | 8,272 | $795.4K | 0.09% | +766+10.2% | Added |