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 |
|---|---|---|---|---|---|
| UniSuper Management Pty Ltd | 2,700 | $295.3K | 0.00% | +2,700 | New |
| Zullo Investment Group, Inc. | 2,701 | $295.5K | 0.17% | +539+24.9% | Added |
| Smith Chas P & Associates Pa Cpas | 2,753 | $301.0K | 0.02% | +100+3.8% | Added |
| Parsons Capital Management Inc | 2,779 | $303.9K | 0.02% | −1,742−38.5% | Reduced |
| Cornerstone Wealth Management, LLC | 2,793 | $305.5K | 0.03% | +119+4.5% | Added |
| Lincoln National Corp | 2,833 | $309.9K | 0.01% | +401+16.5% | Added |
| Checchi Capital Advisers, LLC | 2,867 | $313.6K | 0.03% | +283+11.0% | Added |
| Ellevest, Inc. | 2,877 | $314.7K | 0.02% | +2,695+1,480.8% | Added |
| Centiva Capital, LP | 2,911 | $318.4K | 0.02% | −3,755−56.3% | Reduced |
| Vantage Consulting Group Inc | 2,930 | $320.5K | 0.18% | −529−15.3% | Reduced |
| Syntax Advisors, LLC | 2,930 | $320.5K | 0.26% | −529−15.3% | Reduced |
| Lester Murray Antman dba SimplyRich | 2,939 | $321.0K | 0.11% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 2,950 | $322.6K | 0.03% | +640+27.7% | Added |
| Abbrea Capital, LLC | 2,960 | $324.0K | 0.05% | −255−7.9% | Reduced |
| Hartford Financial Management Inc. | 3,000 | $328.1K | 0.08% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 3,000 | $328.1K | 0.30% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 3,044 | $333.0K | 0.01% | +3,044 | New |
| tru Independence LLC | 3,055 | $334.1K | 0.11% | +6+0.2% | Added |
| Soltis Investment Advisors LLC | 3,064 | $335.1K | 0.04% | +170+5.9% | Added |
| Conning Inc. | 3,075 | $336.3K | 0.01% | −310−9.2% | Reduced |
| Epoch Investment Partners, Inc. | 3,083 | $337.2K | 0.00% | −47−1.5% | Reduced |
| Gateway Investment Advisers LLC | 3,086 | $337.5K | 0.00% | −133−4.1% | Reduced |
| Wedmont Private Capital | 3,072 | $342.7K | 0.04% | +34+1.1% | Added |
| Fukoku Mutual Life Insurance Co | 3,138 | $343.2K | 0.03% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 3,005 | $344.1K | 0.04% | +3+0.1% | Added |
| Atlantic Union Bankshares Corp | 3,170 | $346.7K | 0.03% | −4,320−57.7% | Reduced |
| Riverview Capital Advisers, LLC | 2,207 | $347.3K | 0.15% | +53+2.5% | Added |
| Ingalls & Snyder LLC | 3,190 | $349.0K | 0.02% | +1,032+47.8% | Added |
| Ignite Planners, LLC | 3,233 | $349.3K | 0.13% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 3,211 | $351.2K | 0.04% | +672+26.5% | Added |
| TD Waterhouse Canada Inc. | 2,969 | $352.5K | 0.00% | +846+39.8% | Added |
| Texas Capital Bank Wealth Management Services Inc | 3,223 | $352.5K | 0.04% | +3,223 | New |
| Concord Asset Management, LLC | 3,228 | $353.0K | 0.12% | +690+27.2% | Added |
| Laffer Tengler Investments | 3,229 | $353.2K | 0.09% | +7+0.2% | Added |
| Alps Advisors Inc | 3,233 | $353.6K | 0.00% | +20+0.6% | Added |
| Viawealth, LLC | 3,246 | $355.0K | 0.26% | +90+2.9% | Added |
| Cetera Advisors LLC | 3,250 | $355.4K | 0.01% | +94+3.0% | Added |
| Neo Ivy Capital Management | 3,273 | $358.0K | 0.19% | +3,273 | New |
| Evergreen Capital Management LLC | 3,281 | $358.8K | 0.01% | −353−9.7% | Reduced |
| Stonegate Investment Group, LLC | 3,284 | $359.2K | 0.01% | +508+18.3% | Added |
| Sargent Investment Group, LLC | 3,309 | $361.9K | 0.09% | +188+6.0% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3,336 | $364.9K | 0.12% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 3,347 | $366.0K | 0.16% | −5−0.1% | Reduced |
| Aspen Wealth Strategies, LLC | 3,355 | $366.9K | 0.28% | +3,355 | New |
| Y.D. More Investments Ltd | 3,356 | $367.0K | 0.09% | −201−5.7% | Reduced |
| Winton Group Ltd | 3,367 | $368.2K | 0.03% | +3,367 | New |
| Vise Technologies, Inc. | 3,378 | $369.5K | 0.09% | −423−11.1% | Reduced |
| Hancock Whitney Corp | 3,434 | $376.0K | 0.01% | −8−0.2% | Reduced |
| XML Financial, LLC | 3,445 | $376.8K | 0.04% | −1,409−29.0% | Reduced |
| Rockland Trust Co | 3,455 | $377.9K | 0.02% | −8−0.2% | Reduced |
| Americana Partners, LLC | 3,460 | $378.4K | 0.05% | +54+1.6% | Added |
| Circle Wealth Management, LLC | 3,508 | $383.7K | 0.05% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 3,510 | $383.9K | 0.08% | +70+2.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,520 | $385.0K | 0.01% | +430+13.9% | Added |
| St Germain D J Co Inc | 3,541 | $387.3K | 0.02% | +3,541 | New |
| Merit Financial Group, LLC | 3,548 | $388.0K | 0.01% | +3,548 | New |
| Change Path, LLC | 3,565 | $390.0K | 0.02% | +845+31.1% | Added |
| Oak Thistle LLC | 3,570 | $390.5K | 0.21% | +1,237+53.0% | Added |
| Chicago Partners Investment Group LLC | 3,464 | $392.3K | 0.02% | +3,464 | New |
| Montecito Bank & Trust | 3,595 | $393.2K | 0.09% | +33+0.9% | Added |
| Concentric Wealth Management, LLC | 3,599 | $393.6K | 0.13% | −90−2.4% | Reduced |
| Connectus Wealth, LLC | 3,599 | $393.9K | 0.01% | +22+0.6% | Added |
| Apollon Wealth Management, LLC | 3,603 | $394.1K | 0.02% | +3,603 | New |
| Diversified Investment Strategies, LLC | 3,677 | $402.2K | 0.30% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 3,728 | $407.7K | 0.12% | −75−2.0% | Reduced |
| Empower Advisory Group, LLC | 3,762 | $411.4K | 0.00% | +216+6.1% | Added |
| Pointe Capital Management LLC | 3,791 | $414.6K | 0.31% | +63+1.7% | Added |
| Acropolis Investment Management, LLC | 3,817 | $417.5K | 0.03% | −240−5.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 3,825 | $418.0K | 0.01% | +3,000+363.6% | Added |
| Private Trust Co NA | 3,829 | $418.8K | 0.05% | +119+3.2% | Added |
| Platform Technology Partners | 3,775 | $423.6K | 0.20% | +7+0.2% | Added |
| Axxcess Wealth Management, LLC | 3,884 | $424.8K | 0.03% | +797+25.8% | Added |
| Lindbrook Capital, LLC | 3,890 | $425.4K | 0.05% | +304+8.5% | Added |
| Gryphon Financial Partners LLC | 3,896 | $426.1K | 0.09% | −643−14.2% | Reduced |
| Wealth Management Solutions, LLC | 3,911 | $427.7K | 0.28% | +23+0.6% | Added |
| Teza Capital Management LLC | 3,940 | $430.9K | 0.07% | +3,940 | New |
| Western Wealth Management, LLC | 3,942 | $431.1K | 0.04% | −189−4.6% | Reduced |
| Ieq Capital, LLC | 3,961 | $433.2K | 0.01% | −751−15.9% | Reduced |
| First National Trust Co | 3,966 | $433.8K | 0.02% | −273−6.4% | Reduced |
| Two Sigma Advisers, LP | 4,000 | $437.5K | 0.00% | −19,900−83.3% | Reduced |
| RMR Wealth Builders | 4,000 | $437.5K | 0.07% | 00.0% | Unchanged |
| Pitcairn Co | 4,025 | $440.2K | 0.04% | −256−6.0% | Reduced |
| Sweet Financial Partners, LLC | 4,030 | $440.8K | 0.11% | 00.0% | Unchanged |
| CWM, LLC | 4,045 | $442.0K | 0.00% | −510−11.2% | Reduced |
| Sequoia Financial Advisors, LLC | 4,100 | $448.4K | 0.01% | +331+8.8% | Added |
| Concord Wealth Partners | 4,145 | $453.3K | 0.10% | +1,813+77.7% | Added |
| DFPG Investments, LLC | 3,863 | $455.6K | 0.04% | +3,863 | New |
| Moors & Cabot, Inc. | 4,171 | $456.2K | 0.03% | −353−7.8% | Reduced |
| Quadrant Capital Group LLC | 4,184 | $457.6K | 0.05% | −76−1.8% | Reduced |
| Central Trust Co | 4,204 | $459.8K | 0.01% | +1,175+38.8% | Added |
| LGT Financial Advisors LLC | 4,253 | $465.2K | 0.50% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 4,261 | $466.0K | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 4,276 | $467.7K | 0.06% | +1,267+42.1% | Added |
| Richwood Investment Advisors, LLC | 4,281 | $468.2K | 0.46% | −128−2.9% | Reduced |
| Sherbrooke Park Advisers LLC | 4,300 | $470.3K | 0.25% | +1,600+59.3% | Added |
| Denali Advisors LLC | 4,300 | $470.3K | 0.17% | +3,900+975.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,306 | $471.0K | 0.09% | +42+1.0% | Added |
| Franklin Street Advisors Inc | 4,324 | $473.0K | 0.04% | 00.0% | Unchanged |
| Brookstone Capital Management | 4,380 | $473.2K | 0.01% | +412+10.4% | Added |
| Penserra Capital Management LLC | 4,345 | $474.0K | 0.01% | −21,122−82.9% | Reduced |