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 |
|---|---|---|---|---|---|
| Atria Wealth Solutions, Inc. | 8,276 | $795.8K | 0.01% | −1,142−12.1% | Reduced |
| Engineers Gate Manager LP | 8,294 | $797.6K | 0.03% | −5,487−39.8% | Reduced |
| AMG National Trust Bank | 8,301 | $798.2K | 0.03% | +8,301 | New |
| Vestmark Advisory Solutions, Inc. | 8,326 | $800.6K | 0.03% | +4,205+102.0% | Added |
| Lakeview Capital Partners, LLC | 9,180 | $802.5K | 0.25% | −285−3.0% | Reduced |
| Signaturefd, LLC | 8,691 | $835.7K | 0.02% | +261+3.1% | Added |
| Brookfield Asset Management Inc. | 8,707 | $837.3K | 0.00% | −8,087−48.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 8,733 | $839.8K | 0.13% | 00.0% | Unchanged |
| Leisure Capital Management | 8,886 | $854.5K | 0.49% | +888+11.1% | Added |
| Vestcor Inc | 9,059 | $871.0K | 0.03% | −7,402−45.0% | Reduced |
| Great Lakes Retirement, Inc. | 9,249 | $889.4K | 0.17% | +919+11.0% | Added |
| CenterStar Asset Management, LLC | 9,285 | $894.1K | 2.70% | – | – |
| Coastal Investment Advisors, Inc. | 9,304 | $894.6K | 0.22% | +88+1.0% | Added |
| Dynamic Advisor Solutions LLC | 9,385 | $902.5K | 0.05% | +3,470+58.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 9,542 | $917.6K | 0.02% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 9,725 | $935.0K | 0.45% | −920−8.6% | Reduced |
| Raymond James Trust N.A. | 9,793 | $942.0K | 0.03% | −1,273−11.5% | Reduced |
| Verition Fund Management LLC | 9,802 | $942.6K | 0.02% | −10,574−51.9% | Reduced |
| Crestwood Advisors Group LLC | 9,873 | $949.4K | 0.03% | −82−0.8% | Reduced |
| Two Sigma Securities, LLC | 9,879 | $950.0K | 0.08% | +9,879 | New |
| Private Advisor Group, LLC | 9,900 | $951.9K | 0.01% | −3,255−24.7% | Reduced |
| Wetherby Asset Management Inc | 9,909 | $952.9K | 0.06% | −219−2.2% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 9,913 | $953.0K | 0.14% | +9+0.1% | Added |
| Cetera Investment Advisers | 9,981 | $959.8K | 0.01% | +39+0.4% | Added |
| Ally Financial Inc. | 10,000 | $961.6K | 0.14% | 00.0% | Unchanged |
| American Assets Inc | 10,000 | $961.6K | 0.46% | 00.0% | Unchanged |
| Stonnington Group, LLC | 10,100 | $968.4K | 0.25% | +1,900+23.2% | Added |
| Moody National Bank Trust Division | 10,153 | $976.3K | 0.08% | −17−0.2% | Reduced |
| Choate Investment Advisors | 10,163 | $977.3K | 0.05% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 10,197 | $980.0K | 0.21% | +2,447+31.6% | Added |
| Evercore Wealth Management, LLC | 10,363 | $996.5K | 0.02% | −10.0% | Reduced |
| Veritable, L.P. | 10,552 | $1.01M | 0.02% | −153−1.4% | Reduced |
| Rehmann Capital Advisory Group | 10,638 | $1.02M | 0.10% | −244−2.2% | Reduced |
| Veriti Management LLC | 10,682 | $1.03M | 0.12% | +1,198+12.6% | Added |
| Balentine LLC | 10,683 | $1.03M | 0.03% | +1,084+11.3% | Added |
| Pathstone Family Office, LLC | 10,587 | $1.03M | 0.02% | −2,450−18.8% | Reduced |
| Empowered Funds, LLC | 10,736 | $1.03M | 0.06% | +10,736 | New |
| Culbertson A N & Co Inc | 10,755 | $1.03M | 0.21% | −585−5.2% | Reduced |
| Legacy Private Trust Co. | 10,827 | $1.04M | 0.09% | −14,412−57.1% | Reduced |
| Cornercap Investment Counsel Inc | 10,844 | $1.04M | 0.18% | −9,008−45.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 10,879 | $1.05M | 0.05% | −630−5.5% | Reduced |
| Cresset Asset Management, LLC | 10,966 | $1.05M | 0.02% | −2,037−15.7% | Reduced |
| Neuberger Berman Group LLC | 11,047 | $1.06M | 0.00% | −672−5.7% | Reduced |
| Umb Bank N A | 11,190 | $1.08M | 0.02% | −165−1.5% | Reduced |
| Ergoteles LLC | 11,268 | $1.08M | 0.04% | +11,268 | New |
| Canal Capital Management, LLC | 11,297 | $1.09M | 0.24% | +49+0.4% | Added |
| Avestar Capital, LLC | 11,309 | $1.09M | 0.22% | −3,546−23.9% | Reduced |
| Empirical Finance, LLC | 11,609 | $1.12M | 0.10% | +346+3.1% | Added |
| Dumont & Blake Investment Advisors LLC | 11,670 | $1.12M | 0.38% | −90−0.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 11,673 | $1.12M | 0.13% | +4,974+74.2% | Added |
| Bank Ozk | 11,684 | $1.12M | 0.56% | −217−1.8% | Reduced |
| Salem Investment Counselors Inc | 11,724 | $1.13M | 0.05% | +1,371+13.2% | Added |
| Somerset Trust Co | 11,849 | $1.14M | 0.49% | −702−5.6% | Reduced |
| Quantinno Capital Management LP | 11,944 | $1.15M | 0.08% | −6,835−36.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 11,987 | $1.15M | 0.03% | +23+0.2% | Added |
| Graham Capital Management, L.P. | 12,135 | $1.17M | 0.04% | −7,854−39.3% | Reduced |
| Horizon Investments, LLC | 12,306 | $1.18M | 0.03% | +4,500+57.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 12,273 | $1.18M | 0.03% | +609+5.2% | Added |
| HB Wealth Management, LLC | 12,335 | $1.19M | 0.02% | +1,250+11.3% | Added |
| Peapack Gladstone Financial Corp | 12,373 | $1.19M | 0.02% | +129+1.1% | Added |
| MSD Partners, L.P. | 12,438 | $1.20M | 0.12% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 12,461 | $1.20M | 0.59% | +383+3.2% | Added |
| Vinva Investment Management Ltd | 12,847 | $1.21M | 0.10% | +12,847 | New |
| Flputnam Investment Management Co | 12,593 | $1.21M | 0.04% | +8,151+183.5% | Added |
| Wolf Group Capital Advisors | 12,711 | $1.22M | 0.61% | −1,214−8.7% | Reduced |
| Wealthspire Advisors, LLC | 12,793 | $1.23M | 0.02% | +2,413+23.2% | Added |
| Everence Capital Management Inc | 12,880 | $1.24M | 0.10% | +3,290+34.3% | Added |
| Bridges Investment Management Inc | 12,945 | $1.24M | 0.04% | −850−6.2% | Reduced |
| TownSquare Capital, LLC | 13,090 | $1.26M | 0.03% | +2,578+24.5% | Added |
| Bulltick Wealth Management, LLC | 13,107 | $1.26M | 0.33% | +9+0.1% | Added |
| Pinnacle Associates Ltd | 13,127 | $1.26M | 0.03% | +649+5.2% | Added |
| Regions Financial Corp | 13,134 | $1.26M | 0.01% | −598−4.4% | Reduced |
| Peddock Capital Advisors, LLC | 13,161 | $1.27M | 0.44% | +572+4.5% | Added |
| FDx Advisors, Inc. | 13,958 | $1.30M | 0.06% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 13,568 | $1.30M | 0.11% | −187−1.4% | Reduced |
| Advisory Services Network, LLC | 13,580 | $1.31M | 0.04% | −598−4.2% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 13,600 | $1.31M | 0.75% | +450+3.4% | Added |
| IMA Wealth, Inc. | 13,723 | $1.32M | 0.34% | +8,102+144.1% | Added |
| Aviance Capital Partners, LLC | 13,796 | $1.33M | 0.30% | +392+2.9% | Added |
| Barden Capital Management, Inc. | 13,844 | $1.33M | 1.27% | +143+1.0% | Added |
| Hudson Canyon Capital Management | 13,905 | $1.34M | 1.12% | −83−0.6% | Reduced |
| Shell Asset Management Co | 13,924 | $1.34M | 0.06% | −61−0.4% | Reduced |
| Vident Investment Advisory, LLC | 13,936 | $1.34M | 0.04% | +2,487+21.7% | Added |
| Gabelli Funds LLC | 14,010 | $1.35M | 0.01% | −500−3.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 14,038 | $1.35M | 0.02% | −274−1.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 14,184 | $1.36M | 0.05% | −90−0.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 14,223 | $1.37M | 0.00% | −1,578−10.0% | Reduced |
| Associated Banc-Corp | 14,326 | $1.38M | 0.06% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 14,375 | $1.38M | 0.09% | +1,712+13.5% | Added |
| Two Sigma Investments, LP | 14,500 | $1.39M | 0.00% | −93,306−86.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 14,837 | $1.43M | 0.04% | −1,984−11.8% | Reduced |
| Vista Investment Management | 14,862 | $1.43M | 0.76% | +705+5.0% | Added |
| Bollard Group LLC | 14,933 | $1.44M | 0.05% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 14,990 | $1.44M | 0.04% | −10,463−41.1% | Reduced |
| Tejara Capital Ltd | 15,000 | $1.44M | 0.74% | +4,000+36.4% | Added |
| CBOE Vest Financial, LLC | 15,036 | $1.45M | 0.20% | +10,825+257.1% | Added |
| Brinker Capital Investments, LLC | 15,345 | $1.48M | 0.02% | +10,572+221.5% | Added |
| Orion Portfolio Solutions, LLC | 15,345 | $1.48M | 0.02% | +10,619+224.7% | Added |
| Boston Private Wealth LLC | 15,352 | $1.48M | 0.02% | +694+4.7% | Added |
| GenTrust, LLC | 15,370 | $1.48M | 0.11% | 00.0% | Unchanged |