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, Q2 2023
Institutional positions in Capital One Financial Corp as of Jun 30, 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
- 1,019
- +17 vs. Q1 2023
- Shares held
- 347.7M
- +4.13M (+1.2%) vs. Q1 2023
- Total value
- $38.0B
- +$4.96B (+15.0%) vs. Q1 2023
- New holders
- 106
- 347 more added
- Sold out
- 89
- 400 more reduced
7 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Capital One Financial Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Horan Securities, Inc. | 1 | $69 | 0.00% | −38−97.4% | Reduced |
| Tfo-TDC, LLC | 1 | $109 | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 2 | $166 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 164 | $207 | 0.00% | +109+198.2% | Added |
| Highline Wealth Partners LLC | 2 | $220 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4 | $437 | 0.00% | −67−94.4% | Reduced |
| Colonial Trust Advisors | 6 | $656 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 6 | $657 | 0.00% | −17−73.9% | Reduced |
| Delos Wealth Advisors, LLC | 6 | $657 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $766 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $766 | 0.00% | +7 | New |
| Sanctuary Wealth Management, L.L.C. | 7 | $766 | 0.00% | +7 | New |
| Cherry Tree Wealth Management, LLC | 8 | $821 | 0.00% | +8 | New |
| SRS Capital Advisors, Inc. | 8 | $875 | 0.00% | −25−75.8% | Reduced |
| New England Capital Financial Advisors LLC | 9 | $940 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 9 | $1.03K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 10 | $1.09K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 12 | $1.31K | 0.00% | −172−93.5% | Reduced |
| Tucker Asset Management LLC | 12 | $1.31K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 14 | $1.53K | 0.00% | −62,218−100.0% | Reduced |
| USA Financial Portformulas Corp | 14 | $1.53K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 19 | $2.08K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 19 | $2.08K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 20 | $2.19K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 22 | $2.29K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 23 | $2.52K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 25 | $2.73K | 0.00% | −5−16.7% | Reduced |
| Creative Financial Designs Inc | 26 | $2.84K | 0.00% | +26 | New |
| Credential Qtrade Securities Inc. | 27 | $2.95K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 30 | $3.00K | 0.00% | +28+1,400.0% | Added |
| Red Tortoise LLC | 29 | $3.17K | 0.00% | +10+52.6% | Added |
| Disciplined Investments, LLC | 31 | $3.39K | 0.00% | −295−90.5% | Reduced |
| Raleigh Capital Management Inc. | 31 | $3.41K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 33 | $3.57K | 0.00% | +12+57.1% | Added |
| Kozak & Associates, Inc. | 35 | $3.89K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 37 | $4.00K | 0.00% | +37 | New |
| Centennial Bank | 39 | $4.26K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 40 | $4.38K | 0.00% | −275−87.3% | Reduced |
| TFC Financial Management | 42 | $4.61K | 0.00% | +12+40.0% | Added |
| Rock Creek Group, LP | 44 | $4.81K | 0.00% | +44 | New |
| Lee Financial Co | 45 | $4.92K | 0.00% | −16−26.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 46 | $5.03K | 0.00% | −21−31.3% | Reduced |
| West Branch Capital LLC | 49 | $5.36K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 50 | $5.47K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 50 | $5.47K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 50 | $5.47K | 0.00% | +6+13.6% | Added |
| Caldwell Sutter Capital, Inc. | 52 | $5.69K | 0.00% | 00.0% | Unchanged |
| Motco | 53 | $5.80K | 0.00% | +41+341.7% | Added |
| Baystate Wealth Management LLC | 53 | $5.86K | 0.00% | −20−27.4% | Reduced |
| SJS Investment Consulting Inc. | 54 | $5.91K | 0.00% | −5−8.5% | Reduced |
| Lansing Street Advisors | 57 | $6.27K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 60 | $6.56K | 0.00% | +60 | New |
| Moisand Fitzgerald Tamayo, LLC | 60 | $6.56K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 65 | $7.00K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 65 | $7.00K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 72 | $7.87K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 73 | $8.00K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 75 | $8.20K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 80 | $8.75K | 0.00% | −577−87.8% | Reduced |
| ICA Group Wealth Management, LLC | 80 | $8.75K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 80 | $8.75K | 0.00% | +80 | New |
| Safeguard Financial, LLC | 90 | $9.00K | 0.00% | +90 | New |
| WealthPLAN Partners, LLC | 84 | $9.19K | 0.00% | +54+180.0% | Added |
| Johnson Midwest Financial, LLC | 86 | $9.41K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 89 | $9.75K | 0.00% | +27+43.5% | Added |
| Steward Financial Group LLC | 98 | $10.0K | 0.00% | −57−36.8% | Reduced |
| SOA Wealth Advisors, LLC. | 92 | $10.1K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 93 | $10.2K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 90 | $10.5K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 100 | $10.9K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 100 | $10.9K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 100 | $10.9K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 101 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ossiam | 102 | $11.2K | 0.00% | −16,132−99.4% | Reduced |
| NewSquare Capital LLC | 107 | $11.7K | 0.00% | +50+87.7% | Added |
| Missouri Trust & Investment Co | 108 | $11.8K | 0.01% | +14+14.9% | Added |
| Gables Capital Management Inc. | 109 | $11.9K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 109 | $12.0K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 110 | $12.0K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 110 | $12.0K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 113 | $12.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 113 | $12.4K | 0.00% | +7+6.6% | Added |
| Cassady Schiller Wealth Management, LLC | 113 | $12.4K | 0.01% | +113 | New |
| Clean Yield Group | 115 | $12.6K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 115 | $12.6K | 0.00% | +50+76.9% | Added |
| Gradient Investments LLC | 120 | $13.1K | 0.00% | +43+55.8% | Added |
| Retirement Group, LLC | 122 | $13.3K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 125 | $13.7K | 0.01% | −50−28.6% | Reduced |
| HHM Wealth Advisors, LLC | 125 | $13.7K | 0.00% | −21−14.4% | Reduced |
| Hexagon Capital Partners LLC | 126 | $13.8K | 0.00% | −12−8.7% | Reduced |
| Sound Income Strategies, LLC | 127 | $13.9K | 0.00% | +18+16.5% | Added |
| Sittner & Nelson, LLC | 128 | $14.0K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 138 | $15.1K | 0.01% | +138 | New |
| Advisors Preferred, LLC | 143 | $15.9K | 0.00% | −37−20.6% | Reduced |
| West Oak Capital, LLC | 150 | $16.4K | 0.01% | +150 | New |
| GW&K Investment Management, LLC | 157 | $17.0K | 0.00% | +157 | New |
| WealthPlan Investment Management, LLC | 158 | $17.3K | 0.01% | 00.0% | Unchanged |
| Paloma Partners Management Co | 161 | $17.6K | 0.00% | −3,943−96.1% | Reduced |
| Cambridge Trust Co | 165 | $18.0K | 0.00% | −310−65.3% | Reduced |