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 |
|---|---|---|---|---|---|
| Aveo Capital Partners, LLC | 5,020 | $482.7K | 0.06% | −15,969−76.1% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 5,015 | $482.3K | 0.27% | +2,192+77.6% | Added |
| Uncommon Cents Investing LLC | 5,005 | $481.3K | 0.18% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 5,000 | $480.8K | 0.19% | 00.0% | Unchanged |
| First PREMIER Bank | 4,999 | $480.0K | 0.14% | −161−3.1% | Reduced |
| Seven Eight Capital, LP | 4,913 | $472.4K | 0.10% | −16,329−76.9% | Reduced |
| Siemens Fonds Invest GmbH | 4,875 | $468.8K | 0.05% | −43−0.9% | Reduced |
| Beacon Pointe Advisors, LLC | 4,866 | $467.9K | 0.01% | +743+18.0% | Added |
| XML Financial, LLC | 4,854 | $466.7K | 0.06% | +64+1.3% | Added |
| Forum Financial Management, LP | 4,827 | $464.1K | 0.01% | +10.0% | Added |
| PBMares Wealth Management LLC | 4,820 | $463.5K | 0.17% | 00.0% | Unchanged |
| Perpetual Ltd | 4,784 | $460.0K | 0.00% | +4,784 | New |
| Kingsview Wealth Management, LLC | 4,779 | $459.6K | 0.02% | +489+11.4% | Added |
| Ameritas Investment Partners, Inc. | 4,724 | $454.3K | 0.02% | 00.0% | Unchanged |
| Ieq Capital, LLC | 4,712 | $453.0K | 0.01% | +1,563+49.6% | Added |
| Stony Point Wealth Management Inc. | 4,710 | $452.9K | 0.24% | +20.0% | Added |
| Cigna Investments Inc | 4,663 | $449.0K | 0.09% | −103−2.2% | Reduced |
| Stephens Inc | 4,669 | $449.0K | 0.01% | +721+18.3% | Added |
| Fund Management at Engine No. 1 LLC | 4,623 | $444.5K | 0.09% | +421+10.0% | Added |
| Van Eck Associates Corp | 4,551 | $438.0K | 0.00% | −16,783−78.7% | Reduced |
| CWM, LLC | 4,555 | $438.0K | 0.00% | +991+27.8% | Added |
| Gryphon Financial Partners LLC | 4,539 | $436.4K | 0.10% | +360+8.6% | Added |
| Profund Advisors LLC | 4,527 | $435.3K | 0.03% | −159−3.4% | Reduced |
| Moors & Cabot, Inc. | 4,524 | $435.0K | 0.03% | +108+2.4% | Added |
| Parsons Capital Management Inc | 4,521 | $434.7K | 0.03% | −84−1.8% | Reduced |
| Difesa Capital Management, LP | 4,500 | $432.7K | 0.41% | 00.0% | Unchanged |
| Sky Investment Group LLC | 4,496 | $432.3K | 0.10% | +45+1.0% | Added |
| Trust Asset Management LLC | 4,466 | $429.5K | 0.05% | −51−1.1% | Reduced |
| Mountain Pacific Investment Advisers Inc | 4,448 | $427.7K | 0.03% | 00.0% | Unchanged |
| Meridian Financial Partners LLC | 4,380 | $427.0K | 0.48% | +59+1.4% | Added |
| Allen Investment Management LLC | 4,423 | $425.3K | 0.01% | 00.0% | Unchanged |
| Agf Management Ltd | 4,422 | $425.2K | 0.00% | +4,422 | New |
| Summit Financial Group Inc | 4,412 | $424.3K | 0.17% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 4,409 | $424.0K | 0.42% | −178−3.9% | Reduced |
| Tower Research Capital LLC (TRC) | 4,368 | $420.0K | 0.01% | −4,292−49.6% | Reduced |
| MidWestOne Financial Group, Inc. | 4,344 | $417.7K | 0.09% | −7,800−64.2% | Reduced |
| Fox Run Management, L.L.C. | 4,338 | $417.1K | 0.14% | +4,338 | New |
| Venture Visionary Partners LLC | 4,327 | $416.1K | 0.03% | +188+4.5% | Added |
| Franklin Street Advisors Inc | 4,324 | $416.0K | 0.04% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 4,314 | $414.8K | 0.18% | −1,057−19.7% | Reduced |
| Pitcairn Co | 4,281 | $411.7K | 0.04% | +159+3.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,264 | $410.0K | 0.08% | −142−3.2% | Reduced |
| Duff & Phelps Investment Management Co | 4,261 | $409.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,260 | $409.6K | 0.04% | +869+25.6% | Added |
| LGT Financial Advisors LLC | 4,253 | $409.0K | 0.76% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 4,252 | $408.9K | 0.25% | +701+19.7% | Added |
| First National Trust Co | 4,239 | $407.6K | 0.02% | −297−6.5% | Reduced |
| Founders Financial Securities LLC | 4,157 | $399.7K | 0.06% | +4,157 | New |
| Western Wealth Management, LLC | 4,131 | $397.2K | 0.04% | −5,090−55.2% | Reduced |
| Paloma Partners Management Co | 4,104 | $394.6K | 0.09% | +4,104 | New |
| MAI Capital Management | 4,077 | $392.1K | 0.01% | −32−0.8% | Reduced |
| Acropolis Investment Management, LLC | 4,057 | $390.1K | 0.03% | −284−6.5% | Reduced |
| Brookstone Capital Management | 3,968 | $388.2K | 0.01% | −1,574−28.4% | Reduced |
| Investment Management of Virginia LLC | 4,033 | $387.8K | 0.07% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 4,030 | $387.5K | 0.11% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 4,002 | $384.8K | 0.05% | −2,796−41.1% | Reduced |
| Intact Investment Management Inc. | 4,000 | $384.6K | 0.02% | −1,200−23.1% | Reduced |
| CSS LLC | 4,000 | $384.6K | 0.03% | 00.0% | Unchanged |
| RMR Wealth Builders | 4,000 | $384.6K | 0.07% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 3,985 | $383.2K | 0.01% | +1,148+40.5% | Added |
| Whitener Capital Management, Inc. | 3,959 | $380.7K | 0.16% | −83−2.1% | Reduced |
| Wealth Management Solutions, LLC | 3,888 | $373.9K | 0.22% | +21+0.5% | Added |
| Plimoth Trust Co LLC | 3,803 | $365.7K | 0.11% | −3,593−48.6% | Reduced |
| Vise Technologies, Inc. | 3,801 | $365.5K | 0.10% | +1,609+73.4% | Added |
| Lyell Wealth Management, LP | 3,778 | $363.3K | 0.05% | +10.0% | Added |
| Sequoia Financial Advisors, LLC | 3,769 | $362.4K | 0.01% | −163−4.1% | Reduced |
| Platform Technology Partners | 3,768 | $362.3K | 0.18% | +13+0.3% | Added |
| Harbor Investment Advisory, LLC | 3,728 | $358.5K | 0.05% | −200−5.1% | Reduced |
| Pointe Capital Management LLC | 3,728 | $358.5K | 0.26% | −17−0.5% | Reduced |
| Private Trust Co NA | 3,710 | $356.8K | 0.05% | +616+19.9% | Added |
| Aigen Investment Management, LP | 3,692 | $355.0K | 0.05% | −38,240−91.2% | Reduced |
| Concentric Wealth Management, LLC | 3,689 | $354.7K | 0.12% | −75−2.0% | Reduced |
| Diversified Investment Strategies, LLC | 3,677 | $353.6K | 0.25% | −525−12.5% | Reduced |
| Riverview Capital Advisers, LLC | 2,154 | $351.4K | 0.15% | +15+0.7% | Added |
| Evergreen Capital Management LLC | 3,634 | $349.4K | 0.02% | +3,634 | New |
| Lindbrook Capital, LLC | 3,586 | $344.8K | 0.04% | +388+12.1% | Added |
| Connectus Wealth, LLC | 3,577 | $344.3K | 0.01% | +3,577 | New |
| Montecito Bank & Trust | 3,562 | $342.5K | 0.08% | −3,058−46.2% | Reduced |
| Y.D. More Investments Ltd | 3,557 | $342.0K | 0.08% | −1,805−33.7% | Reduced |
| Empower Advisory Group, LLC | 3,546 | $341.6K | 0.00% | +3,546 | New |
| Circle Wealth Management, LLC | 3,508 | $337.3K | 0.05% | −178−4.8% | Reduced |
| Rockland Trust Co | 3,463 | $333.0K | 0.02% | −185−5.1% | Reduced |
| Vantage Consulting Group Inc | 3,459 | $332.6K | 0.19% | −165−4.6% | Reduced |
| Syntax Advisors, LLC | 3,459 | $332.6K | 0.25% | −165−4.6% | Reduced |
| Hancock Whitney Corp | 3,442 | $331.0K | 0.01% | −78−2.2% | Reduced |
| Malaga Cove Capital, LLC | 3,440 | $330.8K | 0.16% | +1,200+53.6% | Added |
| Personal Cfo Solutions, LLC | 3,440 | $330.8K | 0.07% | +186+5.7% | Added |
| Americana Partners, LLC | 3,406 | $327.5K | 0.05% | 00.0% | Unchanged |
| Conning Inc. | 3,385 | $325.5K | 0.01% | −220−6.1% | Reduced |
| Boothbay Fund Management, LLC | 3,360 | $323.1K | 0.01% | −4,729−58.5% | Reduced |
| Global Trust Asset Management, LLC | 3,352 | $322.3K | 0.15% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3,336 | $320.8K | 0.12% | 00.0% | Unchanged |
| One River Asset Management, LLC | 3,351 | $315.6K | 0.23% | −708−17.4% | Reduced |
| Resources Investment Advisors, LLC. | 3,224 | $310.0K | 0.01% | +3,224 | New |
| Laffer Tengler Investments | 3,222 | $309.8K | 0.08% | +29+0.9% | Added |
| Gateway Investment Advisers LLC | 3,219 | $309.5K | 0.00% | +11+0.3% | Added |
| Abbrea Capital, LLC | 3,215 | $309.0K | 0.05% | +267+9.1% | Added |
| Alps Advisors Inc | 3,213 | $309.0K | 0.00% | +97+3.1% | Added |
| Ignite Planners, LLC | 3,233 | $307.8K | 0.13% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,196 | $307.4K | 0.00% | −1,696−34.7% | Reduced |