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 |
|---|---|---|---|---|---|
| Manitou Investment Management Ltd. | 1,500 | $164.1K | 0.04% | −500−25.0% | Reduced |
| Farther Finance Advisors, LLC | 1,557 | $170.3K | 0.04% | +308+24.7% | Added |
| Whittier Trust Co | 1,567 | $171.4K | 0.00% | −435−21.7% | Reduced |
| Capital Advisors, Ltd. LLC | 1,605 | $176.0K | 0.03% | −52−3.1% | Reduced |
| Baker Avenue Asset Management, LP | 1,646 | $180.0K | 0.01% | +356+27.6% | Added |
| Quent Capital, LLC | 1,788 | $195.6K | 0.03% | +3+0.2% | Added |
| Tobam | 1,824 | $199.0K | 0.02% | +622+51.7% | Added |
| Convergence Investment Partners, LLC | 1,829 | $200.0K | 0.11% | +1,829 | New |
| HRT Financial LP | 1,870 | $204.0K | 0.00% | +1,870 | New |
| Schonfeld Strategic Advisors LLC | 1,870 | $204.5K | 0.00% | −229,587−99.2% | Reduced |
| Walkner Condon Financial Advisors LLC | 1,870 | $204.5K | 0.05% | +1,870 | New |
| CKW Financial Group | 1,875 | $205.0K | 0.03% | 00.0% | Unchanged |
| 626 Financial, LLC | 1,895 | $207.3K | 0.13% | +1,895 | New |
| Deseret Mutual Benefit Administrators | 1,916 | $209.6K | 0.08% | +147+8.3% | Added |
| Boothbay Fund Management, LLC | 1,920 | $210.0K | 0.01% | −1,440−42.9% | Reduced |
| Western Pacific Wealth Management, LP | 1,920 | $210.0K | 0.16% | +415+27.6% | Added |
| Beese Fulmer Investment Management, Inc. | 1,925 | $210.5K | 0.02% | +1,925 | New |
| Hollencrest Capital Management | 1,936 | $211.7K | 0.02% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 1,946 | $212.8K | 0.02% | +1,946 | New |
| Money Concepts Capital Corp | 1,948 | $213.0K | 0.02% | +1,948 | New |
| Legacy Financial Advisors, Inc. | 1,957 | $214.0K | 0.04% | +1,957 | New |
| Marcum Wealth, LLC | 1,963 | $214.7K | 0.03% | +1,963 | New |
| Fiduciary Trust Co | 1,983 | $216.9K | 0.00% | −173−8.0% | Reduced |
| L2 Asset Management, LLC | 3,976 | $217.8K | 0.11% | +3,976 | New |
| 1776 Wealth LLC | 2,000 | $218.7K | 0.12% | +2,000 | New |
| Elk River Wealth Management, LLC | 2,000 | $218.7K | 0.05% | +2,000 | New |
| United Asset Strategies, Inc. | 2,001 | $218.8K | 0.03% | +2,001 | New |
| Evergreen Wealth Solutions, LLC | 2,001 | $218.9K | 0.22% | +2,001 | New |
| Magnolia Capital Management Ltd | 2,000 | $219.0K | 0.20% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 1,900 | $219.0K | 0.14% | +1,900 | New |
| Keel Point, LLC | 2,015 | $220.4K | 0.03% | +2,015 | New |
| Greenspring Advisors, LLC | 2,018 | $220.7K | 0.07% | −964−32.3% | Reduced |
| WNY Asset Management, LLC | 2,020 | $220.9K | 0.05% | +2,020 | New |
| Cim Investment Mangement Inc | 2,023 | $221.3K | 0.08% | +2,023 | New |
| GYL Financial Synergies, LLC | 2,033 | $222.3K | 0.02% | +2,033 | New |
| Los Angeles Capital Management LLC | 2,038 | $222.9K | 0.00% | −5,900−74.3% | Reduced |
| Lighthouse Investment Partners, LLC | 2,049 | $224.1K | 0.02% | +2,049 | New |
| Steigerwald, Gordon & Koch Inc. | 2,060 | $225.3K | 0.03% | +2,060 | New |
| Proficio Capital Partners LLC | 2,074 | $226.9K | 0.03% | +2,074 | New |
| Clearstead Advisors, LLC | 2,100 | $229.7K | 0.01% | −103−4.7% | Reduced |
| Kovack Advisors, Inc. | 2,104 | $230.1K | 0.03% | −30−1.4% | Reduced |
| WMS Partners, LLC | 2,115 | $231.3K | 0.02% | −11−0.5% | Reduced |
| MCF Advisors LLC | 2,125 | $232.5K | 0.02% | +5+0.2% | Added |
| Callan Family Office, LLC | 2,126 | $232.5K | 0.06% | −13,824−86.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,134 | $233.4K | 0.04% | −194−8.3% | Reduced |
| StoneX Group Inc. | 2,134 | $233.4K | 0.02% | +25+1.2% | Added |
| Pettyjohn, Wood & White, Inc | 2,135 | $233.5K | 0.05% | +2,135 | New |
| Silvercrest Asset Management Group LLC | 2,138 | $233.8K | 0.00% | +2,138 | New |
| Kearns & Associates LLC | 2,170 | $237.3K | 0.22% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 2,174 | $237.8K | 0.01% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 2,181 | $238.5K | 0.01% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,191 | $239.7K | 0.01% | −637−22.5% | Reduced |
| Compagnie Lombard Odier SCmA | 2,203 | $240.9K | 0.01% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 2,213 | $242.0K | 0.16% | −45−2.0% | Reduced |
| Heritage Wealth Advisors | 2,214 | $242.1K | 0.01% | +63+2.9% | Added |
| Aptus Capital Advisors, LLC | 2,214 | $242.1K | 0.01% | +41+1.9% | Added |
| Vident Investment Advisory, LLC | 2,224 | $243.2K | 0.01% | −11,712−84.0% | Reduced |
| FFT Wealth Management LLC | 2,245 | $245.5K | 0.03% | −75−3.2% | Reduced |
| Carson Advisory Inc. | 2,248 | $245.9K | 0.21% | +2,248 | New |
| Great Valley Advisor Group, Inc. | 2,255 | $246.9K | 0.01% | +122+5.7% | Added |
| Manchester Capital Management LLC | 2,266 | $247.8K | 0.03% | +529+30.5% | Added |
| Romano Brothers and Company | 2,275 | $248.8K | 0.04% | −40−1.7% | Reduced |
| Naples Global Advisors, LLC | 2,277 | $249.0K | 0.03% | +2,277 | New |
| Mission Creek Capital Partners, Inc. | 2,295 | $251.0K | 0.08% | −560−19.6% | Reduced |
| Adell Harriman & Carpenter Inc | 2,275 | $252.6K | 0.03% | −832−26.8% | Reduced |
| Roman Butler Fullerton & Co | 2,153 | $254.0K | 0.12% | +3+0.1% | Added |
| Welch Group, LLC | 2,327 | $254.5K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 2,332 | $255.1K | 0.03% | −6−0.3% | Reduced |
| Marion Wealth Management | 2,366 | $258.8K | 0.09% | −58−2.4% | Reduced |
| Exane Asset Management | 2,369 | $259.1K | 0.14% | +2,369 | New |
| Doliver Advisors, LP | 2,370 | $259.2K | 0.08% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 2,394 | $261.9K | 0.02% | +70+3.0% | Added |
| Perigon Wealth Management, LLC | 2,400 | $262.4K | 0.01% | +118+5.2% | Added |
| Endurance Wealth Management, Inc. | 2,402 | $263.0K | 0.04% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 2,414 | $264.0K | 0.04% | −3,091−56.1% | Reduced |
| J.W. Cole Advisors, Inc. | 2,438 | $266.7K | 0.02% | −221−8.3% | Reduced |
| HBW Advisory Services LLC | 2,443 | $267.0K | 0.06% | +2,443 | New |
| Mount Vernon Associates Inc | 2,450 | $268.0K | 0.28% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 2,466 | $269.7K | 0.01% | +2,466 | New |
| Integrated Investment Consultants, LLC | 2,477 | $270.9K | 0.09% | −258−9.4% | Reduced |
| Shelton Capital Management | 2,481 | $271.3K | 0.01% | −13,600−84.6% | Reduced |
| Sentry Investment Management LLC | 2,500 | $273.0K | 0.10% | +2,500 | New |
| Newbridge Financial Services Group, Inc. | 2,509 | $274.4K | 0.13% | −26−1.0% | Reduced |
| Bridgewater Associates, LP | 2,509 | $274.4K | 0.00% | +2,509 | New |
| Stock Yards Bank & Trust Co | 2,519 | $275.5K | 0.01% | +185+7.9% | Added |
| Jones Financial Companies LLLP | 2,530 | $276.7K | 0.00% | −221−8.0% | Reduced |
| Oxford Financial Group Ltd | 2,535 | $277.3K | 0.03% | +2,535 | New |
| Riverview Trust Co | 2,541 | $277.9K | 0.25% | −139−5.2% | Reduced |
| Paragon Capital Management Ltd | 2,551 | $279.1K | 0.06% | +2,551 | New |
| Ziegler Capital Management, LLC | 2,567 | $280.8K | 0.01% | −421−14.1% | Reduced |
| Ameritas Advisory Services, LLC | 2,604 | $281.3K | 0.04% | +194+8.0% | Added |
| WSFS Capital Management, LLC | 2,573 | $281.4K | 0.03% | +2,573 | New |
| Sigma Planning Corp | 2,595 | $283.8K | 0.01% | −118−4.3% | Reduced |
| Summit Trail Advisors, LLC | 2,597 | $284.0K | 0.01% | +2,597 | New |
| Stokes Family Office, LLC | 2,614 | $285.8K | 0.03% | +103+4.1% | Added |
| Keybank National Association | 2,620 | $286.5K | 0.00% | −396−13.1% | Reduced |
| Sunflower Bank, N.A. | 2,627 | $287.3K | 0.07% | +34+1.3% | Added |
| Jacobi Capital Management LLC | 2,652 | $290.1K | 0.03% | −3,878−59.4% | Reduced |
| Probity Advisors, Inc. | 2,695 | $294.8K | 0.06% | +2,695 | New |
| Aspiriant, LLC | 2,700 | $295.3K | 0.01% | −3−0.1% | Reduced |