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 |
|---|---|---|---|---|---|
| Boyd Watterson Asset Management LLC | 169 | $18.5K | 0.01% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 181 | $19.8K | 0.00% | +181 | New |
| Old Point Trust & Financial Services N A | 190 | $20.8K | 0.01% | +190 | New |
| Tortoise Investment Management, LLC | 191 | $20.9K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 201 | $21.0K | 0.01% | −300−59.9% | Reduced |
| Atlas Capital Advisors LLC | 196 | $21.4K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 203 | $22.2K | 0.00% | −12−5.6% | Reduced |
| Zions Bancorporation, N.A. | 207 | $22.6K | 0.00% | −754−78.5% | Reduced |
| Earnest Partners LLC | 214 | $23.4K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 225 | $24.6K | 0.00% | −75−25.0% | Reduced |
| Venturi Wealth Management, LLC | 236 | $25.8K | 0.00% | +6+2.6% | Added |
| Advisors Asset Management, Inc. | 242 | $26.5K | 0.00% | +27+12.6% | Added |
| McClarren Financial Advisors, Inc. | 249 | $27.0K | 0.02% | +2+0.8% | Added |
| Carmichael Hill & Associates, Inc. | 258 | $28.2K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 264 | $28.9K | 0.01% | +23+9.5% | Added |
| Pin Oak Investment Advisors Inc | 261 | $29.0K | 0.03% | 00.0% | Unchanged |
| Bank of New Hampshire | 278 | $30.4K | 0.01% | 00.0% | Unchanged |
| West Tower Group, LLC | 283 | $31.0K | 0.02% | +283 | New |
| Edmond de Rothschild Holding S.A. | 290 | $31.7K | 0.00% | −194−40.1% | Reduced |
| Pinebridge Investments, L.P. | 303 | $33.1K | 0.00% | −2,520−89.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 304 | $33.2K | 0.00% | +210+223.4% | Added |
| Annapolis Financial Services, LLC | 312 | $34.1K | 0.01% | +1+0.3% | Added |
| FinTrust Capital Advisors, LLC | 381 | $35.4K | 0.01% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 326 | $35.7K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 330 | $36.1K | 0.01% | +1+0.3% | Added |
| First Community Trust NA | 335 | $36.6K | 0.04% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 334 | $37.0K | 0.01% | −201−37.6% | Reduced |
| CNB Bank | 342 | $37.4K | 0.02% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 353 | $38.6K | 0.00% | −10−2.8% | Reduced |
| Delta Asset Management LLC | 370 | $40.5K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 371 | $40.6K | 0.01% | +371 | New |
| Bangor Savings Bank | 371 | $40.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 378 | $41.3K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 400 | $43.7K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 409 | $44.7K | 0.03% | +78+23.6% | Added |
| Washington Trust Advisors, Inc. | 423 | $46.3K | 0.00% | −133−23.9% | Reduced |
| Column Capital Advisors, LLC | 437 | $47.8K | 0.01% | +83+23.4% | Added |
| Silvant Capital Management LLC | 444 | $48.6K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 445 | $48.7K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 841 | $50.4K | 0.00% | +45+5.7% | Added |
| Coppell Advisory Solutions LLC | 475 | $51.9K | 0.02% | +475 | New |
| Parkside Financial Bank & Trust | 487 | $53.3K | 0.01% | −52−9.6% | Reduced |
| ORG Partners LLC | 488 | $54.1K | 0.01% | +488 | New |
| Clear Street Markets LLC | 500 | $55.0K | 0.02% | −247−33.1% | Reduced |
| 25 LLC | 486 | $55.5K | 0.03% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 518 | $56.7K | 0.03% | +18+3.6% | Added |
| Versant Capital Management, Inc | 528 | $57.7K | 0.02% | +3+0.6% | Added |
| Cubist Systematic Strategies, LLC | 537 | $58.7K | 0.00% | −99,897−99.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 547 | $59.8K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 550 | $60.0K | 0.01% | −402−42.2% | Reduced |
| Colonial Trust Co | 561 | $61.3K | 0.01% | −325−36.7% | Reduced |
| Itau Unibanco Holding S.A. | 578 | $63.2K | 0.00% | −379−39.6% | Reduced |
| EverSource Wealth Advisors, LLC | 582 | $63.7K | 0.01% | −45−7.2% | Reduced |
| Toth Financial Advisory Corp | 585 | $64.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 635 | $69.5K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 631 | $70.1K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 646 | $70.7K | 0.00% | +82+14.5% | Added |
| Mendota Financial Group, LLC | 678 | $74.2K | 0.08% | +218+47.4% | Added |
| First Command Bank | 681 | $74.5K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 681 | $74.5K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 808 | $78.0K | 0.00% | −1,288−61.5% | Reduced |
| Hanson & Doremus Investment Management | 724 | $79.0K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 750 | $82.0K | 0.03% | 00.0% | Unchanged |
| Avalon Trust Co | 754 | $82.5K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 764 | $84.4K | 0.00% | −200−20.7% | Reduced |
| Benjamin Edwards Inc | 797 | $87.0K | 0.02% | −68−7.9% | Reduced |
| Park Place Capital Corp | 844 | $92.3K | 0.03% | +100+13.4% | Added |
| Focused Wealth Management, Inc | 850 | $93.0K | 0.02% | +850 | New |
| V-Square Quantitative Management LLC | 876 | $95.8K | 0.07% | +876 | New |
| Grove Bank & Trust | 877 | $95.9K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 891 | $97.5K | 0.06% | −190−17.6% | Reduced |
| PFG Private Wealth Management, LLC | 921 | $100.7K | 0.06% | +3+0.3% | Added |
| Barrett & Company, Inc. | 926 | $101.2K | 0.06% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 926 | $101.3K | 0.01% | −15,286−94.3% | Reduced |
| Tompkins Financial Corp | 926 | $101.3K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 933 | $102.0K | 0.00% | +12+1.3% | Added |
| West Paces Advisors Inc. | 942 | $103.0K | 0.03% | −203−17.7% | Reduced |
| Global Retirement Partners, LLC | 952 | $104.1K | 0.01% | +138+17.0% | Added |
| Covestor Ltd | 984 | $108.0K | 0.08% | −37−3.6% | Reduced |
| Caldwell Trust Co | 1,026 | $112.2K | 0.01% | +164+19.0% | Added |
| CVA Family Office, LLC | 1,048 | $114.6K | 0.02% | −531−33.6% | Reduced |
| Ci Investments Inc. | 1,050 | $115.0K | 0.00% | −50,311−98.0% | Reduced |
| JJJ Advisors Inc. | 1,068 | $116.8K | 0.03% | +23+2.2% | Added |
| Emfo, LLC | 1,080 | $118.1K | 0.11% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,082 | $118.3K | 0.02% | −227−17.3% | Reduced |
| American National Bank | 1,094 | $119.7K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,100 | $120.3K | 0.07% | 00.0% | Unchanged |
| Arlington Partners LLC | 1,161 | $127.0K | 0.02% | +1,077+1,282.1% | Added |
| First Capital Advisors Group, LLC. | 1,161 | $127.0K | 0.07% | +1,161 | New |
| Evermay Wealth Management LLC | 1,190 | $130.2K | 0.03% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,204 | $131.7K | 0.05% | 00.0% | Unchanged |
| Seaport Global Advisors, LLC | 1,245 | $136.2K | 0.40% | 00.0% | Unchanged |
| Norwood Financial Corp | 1,295 | $141.6K | 0.21% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,334 | $147.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 1,386 | $151.6K | 0.01% | −34−2.4% | Reduced |
| Washington Trust Co | 1,429 | $156.3K | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 1,429 | $156.3K | 0.01% | −23,933−94.4% | Reduced |
| Rosenberg Matthew Hamilton | 1,471 | $160.9K | 0.05% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,473 | $161.0K | 0.03% | +1,473 | New |
| Princeton Global Asset Management LLC | 1,495 | $163.5K | 0.05% | 00.0% | Unchanged |