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; 2,129 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 | 2,129 | $107.7B |
| Q1 2026 | 2,081 | $96.4B |
| Q4 2025 | 2,211 | $133.0B |
| Q3 2025 | 2,001 | $116.2B |
| Q2 2025 | 1,961 | $118.8B |
| Q1 2025 | 1,402 | $65.5B |
| Q4 2024 | 1,361 | $64.0B |
| Q3 2024 | 1,228 | $52.1B |
| Q2 2024 | 1,201 | $48.0B |
| Q1 2024 | 1,165 | $52.2B |
| Q4 2023 | 1,141 | $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 |
|---|---|---|---|---|---|
| Baldwin Investment Management, LLC | 16,270 | $1.56M | 0.28% | −20.0% | Reduced |
| Ossiam | 16,234 | $1.56M | 0.03% | +16,234 | New |
| BDO Wealth Advisors, LLC | 16,212 | $1.56M | 0.19% | +3,566+28.2% | Added |
| EJF Capital LLC | 16,115 | $1.55M | 0.58% | +2,780+20.8% | Added |
| Shelton Capital Management | 16,081 | $1.55M | 0.06% | +13,600+548.2% | Added |
| Callan Family Office, LLC | 15,950 | $1.53M | 0.37% | +15,950 | New |
| AdvisorNet Financial, Inc | 15,777 | $1.52M | 0.14% | −726−4.4% | Reduced |
| Gotham Asset Management, LLC | 15,549 | $1.50M | 0.04% | −3,168−16.9% | Reduced |
| CIBC World Markets Inc. | 15,552 | $1.50M | 0.01% | −501−3.1% | Reduced |
| GenTrust, LLC | 15,370 | $1.48M | 0.11% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 15,352 | $1.48M | 0.02% | +694+4.7% | 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 |
| CBOE Vest Financial, LLC | 15,036 | $1.45M | 0.20% | +10,825+257.1% | Added |
| Tejara Capital Ltd | 15,000 | $1.44M | 0.74% | +4,000+36.4% | Added |
| Industrial Alliance Investment Management Inc. | 14,990 | $1.44M | 0.04% | −10,463−41.1% | Reduced |
| Bollard Group LLC | 14,933 | $1.44M | 0.05% | 00.0% | Unchanged |
| Vista Investment Management | 14,862 | $1.43M | 0.76% | +705+5.0% | Added |
| Ferguson Wellman Capital Management, Inc | 14,837 | $1.43M | 0.04% | −1,984−11.8% | Reduced |
| Two Sigma Investments, LP | 14,500 | $1.39M | 0.00% | −93,306−86.5% | Reduced |
| Metis Global Partners, LLC | 14,375 | $1.38M | 0.09% | +1,712+13.5% | Added |
| Associated Banc-Corp | 14,326 | $1.38M | 0.06% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 14,223 | $1.37M | 0.00% | −1,578−10.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 14,184 | $1.36M | 0.05% | −90−0.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 14,038 | $1.35M | 0.02% | −274−1.9% | Reduced |
| Gabelli Funds LLC | 14,010 | $1.35M | 0.01% | −500−3.4% | Reduced |
| Vident Investment Advisory, LLC | 13,936 | $1.34M | 0.04% | +2,487+21.7% | Added |
| Shell Asset Management Co | 13,924 | $1.34M | 0.06% | −61−0.4% | Reduced |
| Hudson Canyon Capital Management | 13,905 | $1.34M | 1.12% | −83−0.6% | Reduced |
| Barden Capital Management, Inc. | 13,844 | $1.33M | 1.27% | +143+1.0% | Added |
| Aviance Capital Partners, LLC | 13,796 | $1.33M | 0.30% | +392+2.9% | Added |
| IMA Wealth, Inc. | 13,723 | $1.32M | 0.34% | +8,102+144.1% | Added |
| Wealth Advisors of Tampa Bay, LLC | 13,600 | $1.31M | 0.75% | +450+3.4% | Added |
| Advisory Services Network, LLC | 13,580 | $1.31M | 0.04% | −598−4.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 13,568 | $1.30M | 0.11% | −187−1.4% | Reduced |
| FDx Advisors, Inc. | 13,958 | $1.30M | 0.06% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 13,161 | $1.27M | 0.44% | +572+4.5% | Added |
| Regions Financial Corp | 13,134 | $1.26M | 0.01% | −598−4.4% | Reduced |
| Pinnacle Associates Ltd | 13,127 | $1.26M | 0.03% | +649+5.2% | Added |
| Bulltick Wealth Management, LLC | 13,107 | $1.26M | 0.33% | +9+0.1% | Added |
| TownSquare Capital, LLC | 13,090 | $1.26M | 0.03% | +2,578+24.5% | Added |
| Bridges Investment Management Inc | 12,945 | $1.24M | 0.04% | −850−6.2% | Reduced |
| Everence Capital Management Inc | 12,880 | $1.24M | 0.10% | +3,290+34.3% | Added |
| Wealthspire Advisors, LLC | 12,793 | $1.23M | 0.02% | +2,413+23.2% | Added |
| Wolf Group Capital Advisors | 12,711 | $1.22M | 0.61% | −1,214−8.7% | Reduced |
| Flputnam Investment Management Co | 12,593 | $1.21M | 0.04% | +8,151+183.5% | Added |
| Vinva Investment Management Ltd | 12,847 | $1.21M | 0.10% | +12,847 | New |
| Midwest Professional Planners, LTD. | 12,461 | $1.20M | 0.59% | +383+3.2% | Added |
| MSD Partners, L.P. | 12,438 | $1.20M | 0.12% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 12,373 | $1.19M | 0.02% | +129+1.1% | Added |
| HB Wealth Management, LLC | 12,335 | $1.19M | 0.02% | +1,250+11.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 12,273 | $1.18M | 0.03% | +609+5.2% | Added |
| Horizon Investments, LLC | 12,306 | $1.18M | 0.03% | +4,500+57.6% | Added |
| Graham Capital Management, L.P. | 12,135 | $1.17M | 0.04% | −7,854−39.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 11,987 | $1.15M | 0.03% | +23+0.2% | Added |
| Quantinno Capital Management LP | 11,944 | $1.15M | 0.08% | −6,835−36.4% | Reduced |
| Somerset Trust Co | 11,849 | $1.14M | 0.49% | −702−5.6% | Reduced |
| Salem Investment Counselors Inc | 11,724 | $1.13M | 0.05% | +1,371+13.2% | Added |
| Bank Ozk | 11,684 | $1.12M | 0.56% | −217−1.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 11,673 | $1.12M | 0.13% | +4,974+74.2% | Added |
| Dumont & Blake Investment Advisors LLC | 11,670 | $1.12M | 0.38% | −90−0.8% | Reduced |
| Empirical Finance, LLC | 11,609 | $1.12M | 0.10% | +346+3.1% | Added |
| Avestar Capital, LLC | 11,309 | $1.09M | 0.22% | −3,546−23.9% | Reduced |
| Canal Capital Management, LLC | 11,297 | $1.09M | 0.24% | +49+0.4% | Added |
| Ergoteles LLC | 11,268 | $1.08M | 0.04% | +11,268 | New |
| Umb Bank N A | 11,190 | $1.08M | 0.02% | −165−1.5% | Reduced |
| Neuberger Berman Group LLC | 11,047 | $1.06M | 0.00% | −672−5.7% | Reduced |
| Cresset Asset Management, LLC | 10,966 | $1.05M | 0.02% | −2,037−15.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 10,879 | $1.05M | 0.05% | −630−5.5% | Reduced |
| Cornercap Investment Counsel Inc | 10,844 | $1.04M | 0.18% | −9,008−45.4% | Reduced |
| Legacy Private Trust Co. | 10,827 | $1.04M | 0.09% | −14,412−57.1% | Reduced |
| Culbertson A N & Co Inc | 10,755 | $1.03M | 0.21% | −585−5.2% | Reduced |
| Empowered Funds, LLC | 10,736 | $1.03M | 0.06% | +10,736 | New |
| Pathstone Family Office, LLC | 10,587 | $1.03M | 0.02% | −2,450−18.8% | Reduced |
| Balentine LLC | 10,683 | $1.03M | 0.03% | +1,084+11.3% | Added |
| Veriti Management LLC | 10,682 | $1.03M | 0.12% | +1,198+12.6% | Added |
| Rehmann Capital Advisory Group | 10,638 | $1.02M | 0.10% | −244−2.2% | Reduced |
| Veritable, L.P. | 10,552 | $1.01M | 0.02% | −153−1.4% | Reduced |
| Evercore Wealth Management, LLC | 10,363 | $996.5K | 0.02% | −10.0% | Reduced |
| Quantitative Investment Management, LLC | 10,197 | $980.0K | 0.21% | +2,447+31.6% | Added |
| Choate Investment Advisors | 10,163 | $977.3K | 0.05% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 10,153 | $976.3K | 0.08% | −17−0.2% | Reduced |
| Stonnington Group, LLC | 10,100 | $968.4K | 0.25% | +1,900+23.2% | 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 |
| Cetera Investment Advisers | 9,981 | $959.8K | 0.01% | +39+0.4% | Added |
| Eubel Brady & Suttman Asset Management Inc | 9,913 | $953.0K | 0.14% | +9+0.1% | Added |
| Wetherby Asset Management Inc | 9,909 | $952.9K | 0.06% | −219−2.2% | Reduced |
| Private Advisor Group, LLC | 9,900 | $951.9K | 0.01% | −3,255−24.7% | Reduced |
| Two Sigma Securities, LLC | 9,879 | $950.0K | 0.08% | +9,879 | New |
| Crestwood Advisors Group LLC | 9,873 | $949.4K | 0.03% | −82−0.8% | Reduced |
| Verition Fund Management LLC | 9,802 | $942.6K | 0.02% | −10,574−51.9% | Reduced |
| Raymond James Trust N.A. | 9,793 | $942.0K | 0.03% | −1,273−11.5% | Reduced |
| Westbourne Investment Advisors, Inc. | 9,725 | $935.0K | 0.45% | −920−8.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 9,542 | $917.6K | 0.02% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 9,385 | $902.5K | 0.05% | +3,470+58.7% | Added |
| Coastal Investment Advisors, Inc. | 9,304 | $894.6K | 0.22% | +88+1.0% | Added |
| CenterStar Asset Management, LLC | 9,285 | $894.1K | 2.70% | – | – |
| Great Lakes Retirement, Inc. | 9,249 | $889.4K | 0.17% | +919+11.0% | Added |
| Vestcor Inc | 9,059 | $871.0K | 0.03% | −7,402−45.0% | Reduced |