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 |
|---|---|---|---|---|---|
| Equitable Holdings, Inc. | 4,368 | $477.7K | 0.01% | +383+9.6% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 4,377 | $478.7K | 0.01% | +4,377 | New |
| Ritholtz Wealth Management | 4,386 | $479.7K | 0.02% | +4,386 | New |
| Armstrong Advisory Group, Inc | 4,388 | $479.9K | 0.05% | −731−14.3% | Reduced |
| Venture Visionary Partners LLC | 4,396 | $480.8K | 0.03% | +69+1.6% | Added |
| Summit Financial Group Inc | 4,412 | $482.5K | 0.19% | 00.0% | Unchanged |
| Allen Investment Management LLC | 4,423 | $483.7K | 0.01% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 4,448 | $486.5K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,456 | $487.4K | 0.03% | −71−1.6% | Reduced |
| Trust Asset Management LLC | 4,466 | $488.4K | 0.05% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 4,485 | $490.5K | 0.01% | −381−7.8% | Reduced |
| Sky Investment Group LLC | 4,496 | $491.7K | 0.11% | 00.0% | Unchanged |
| Difesa Capital Management, LP | 4,500 | $492.2K | 1.29% | 00.0% | Unchanged |
| CSS LLC | 4,500 | $492.2K | 0.04% | +500+12.5% | Added |
| Ameritas Investment Partners, Inc. | 4,529 | $495.3K | 0.02% | −195−4.1% | Reduced |
| Perpetual Ltd | 4,542 | $496.8K | 0.00% | −242−5.1% | Reduced |
| Cigna Investments Inc | 4,663 | $510.0K | 0.10% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 4,711 | $515.2K | 0.26% | +10.0% | Added |
| Quadrature Capital Ltd | 4,745 | $519.0K | 0.01% | −104,466−95.7% | Reduced |
| Kingsview Wealth Management, LLC | 4,771 | $521.8K | 0.02% | −8−0.2% | Reduced |
| Gallacher Capital Management LLC | 4,791 | $524.0K | 0.30% | +539+12.7% | Added |
| Harbor Investment Advisory, LLC | 4,814 | $526.5K | 0.07% | +1,086+29.1% | Added |
| PBMares Wealth Management LLC | 4,820 | $527.2K | 0.19% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 4,875 | $530.6K | 0.05% | 00.0% | Unchanged |
| Meridian Financial Partners LLC | 4,649 | $535.0K | 0.32% | +269+6.1% | Added |
| Valeo Financial Advisors, LLC | 4,938 | $540.1K | 0.02% | −612−11.0% | Reduced |
| South State Corp. | 4,940 | $540.3K | 0.05% | −260−5.0% | Reduced |
| Busey Wealth Management | 4,969 | $543.5K | 0.02% | −2,439−32.9% | Reduced |
| Fund Management at Engine No. 1 LLC | 4,970 | $543.6K | 0.10% | +347+7.5% | Added |
| La Banque Postale Asset Management SA | 4,986 | $545.3K | 0.01% | −12,979−72.2% | Reduced |
| Balentine LLC | 4,988 | $545.5K | 0.02% | −5,695−53.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 5,000 | $546.9K | 0.20% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 5,002 | $547.1K | 0.03% | +5,002 | New |
| Uncommon Cents Investing LLC | 5,005 | $547.4K | 0.19% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 5,035 | $550.7K | 0.07% | +15+0.3% | Added |
| Clarius Group, LLC | 5,041 | $551.3K | 0.04% | +10+0.2% | Added |
| Malaga Cove Capital, LLC | 5,160 | $564.3K | 0.26% | +1,720+50.0% | Added |
| Regions Financial Corp | 5,180 | $566.5K | 0.00% | −7,954−60.6% | Reduced |
| Virtu Financial LLC | 5,192 | $568.0K | 0.04% | +5,192 | New |
| Forum Financial Management, LP | 5,195 | $568.2K | 0.01% | +368+7.6% | Added |
| Prospera Financial Services Inc | 5,262 | $576.5K | 0.02% | −2,500−32.2% | Reduced |
| Verdence Capital Advisors LLC | 5,274 | $576.8K | 0.07% | +2,425+85.1% | Added |
| Neville Rodie & Shaw Inc | 5,305 | $580.0K | 0.05% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 5,348 | $584.9K | 0.04% | +135+2.6% | Added |
| Sumitomo Life Insurance Co | 5,352 | $585.3K | 0.03% | −414−7.2% | Reduced |
| Ostrum Asset Management | 5,375 | $587.9K | 0.05% | +20+0.4% | Added |
| Northern Financial Advisors Inc | 5,447 | $595.7K | 0.52% | −230−4.1% | Reduced |
| Legacy Private Trust Co. | 5,452 | $596.3K | 0.05% | −5,375−49.6% | Reduced |
| Symmetry Partners, LLC | 5,484 | $600.0K | 0.03% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 5,524 | $604.2K | 0.23% | +1,565+39.5% | Added |
| DoubleLine ETF Adviser LP | 5,546 | $606.6K | 0.22% | +1,232+28.6% | Added |
| First PREMIER Bank | 5,557 | $608.0K | 0.17% | +558+11.2% | Added |
| Savant Capital, LLC | 5,583 | $610.6K | 0.01% | +203+3.8% | Added |
| Harbour Investments, Inc. | 5,614 | $614.0K | 0.03% | −2,094−27.2% | Reduced |
| Renaissance Group LLC | 5,646 | $617.5K | 0.03% | −485−7.9% | Reduced |
| Crawford Investment Counsel Inc | 5,678 | $621.0K | 0.01% | −328−5.5% | Reduced |
| AMG National Trust Bank | 5,682 | $621.4K | 0.02% | −2,619−31.6% | Reduced |
| Quantinno Capital Management LP | 5,725 | $626.0K | 0.04% | −6,219−52.1% | Reduced |
| Kestra Private Wealth Services, LLC | 5,752 | $629.1K | 0.02% | +299+5.5% | Added |
| Diversified Trust Co | 5,789 | $633.1K | 0.02% | −2,269−28.2% | Reduced |
| Glenview Trust Co | 5,869 | $641.9K | 0.02% | +13+0.2% | Added |
| E. Ohman J:or Asset Management AB | 5,900 | $645.3K | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 5,989 | $655.0K | 0.02% | −61−1.0% | Reduced |
| Westpac Banking Corp | 5,999 | $656.1K | 0.05% | −74,468−92.5% | Reduced |
| Royal Capital Wealth Management, LLC | 6,000 | $656.2K | 0.62% | +6,000 | New |
| Independent Advisor Alliance | 6,016 | $658.0K | 0.03% | +364+6.4% | Added |
| Prio Wealth Limited Partnership | 6,040 | $660.6K | 0.02% | −1,234−17.0% | Reduced |
| Modera Wealth Management, LLC | 6,055 | $662.2K | 0.01% | −831−12.1% | Reduced |
| National Asset Management, Inc. | 6,095 | $666.6K | 0.01% | +179+3.0% | Added |
| Cary Street Partner Investment Advisory LLC | 6,104 | $667.6K | 0.04% | −158−2.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 6,183 | $676.2K | 0.00% | −270,199−97.8% | Reduced |
| Founders Financial Securities LLC | 6,200 | $678.1K | 0.09% | +2,043+49.1% | Added |
| Friedenthal Financial | 6,212 | $679.4K | 0.45% | +6,212 | New |
| Ergoteles LLC | 6,237 | $682.1K | 0.03% | −5,031−44.6% | Reduced |
| Parallel Advisors, LLC | 6,251 | $683.7K | 0.02% | +1,183+23.3% | Added |
| Graypoint LLC | 6,276 | $686.5K | 0.07% | −1,658−20.9% | Reduced |
| Eagle Harbor Asset Management Inc | 6,291 | $688.0K | 0.90% | −1,174−15.7% | Reduced |
| Highlander Capital Management, LLC | 6,300 | $689.0K | 0.32% | 00.0% | Unchanged |
| MAI Capital Management | 6,352 | $694.8K | 0.01% | +2,275+55.8% | Added |
| Jeppson Wealth Management, LLC | 6,409 | $701.0K | 0.31% | +456+7.7% | Added |
| Allworth Financial LP | 6,415 | $701.6K | 0.01% | +379+6.3% | Added |
| Cohen Klingenstein LLC | 6,453 | $705.8K | 0.03% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 6,475 | $708.1K | 0.02% | −117−1.8% | Reduced |
| Bleakley Financial Group, LLC | 6,476 | $708.2K | 0.02% | −110−1.7% | Reduced |
| Salzhauer Michael | 6,612 | $723.2K | 0.78% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 6,642 | $726.4K | 0.09% | +6,642 | New |
| Spire Wealth Management | 6,667 | $729.2K | 0.03% | +1,072+19.2% | Added |
| RFG Advisory, LLC | 6,680 | $730.6K | 0.03% | +6,680 | New |
| Institutional & Family Asset Management, LLC | 6,708 | $733.7K | 0.12% | +10+0.1% | Added |
| Gibraltar Capital Management, Inc. | 6,724 | $735.4K | 0.33% | +32+0.5% | Added |
| City Holding Co | 6,739 | $737.0K | 0.13% | +166+2.5% | Added |
| Asset Dedication, LLC | 6,768 | $740.0K | 0.06% | −262−3.7% | Reduced |
| EPG Wealth Management LLC | 6,839 | $747.9K | 0.22% | −210−3.0% | Reduced |
| AdvisorShares Investments LLC | 6,858 | $750.1K | 0.21% | +6,858 | New |
| Lowe Brockenbrough & Co Inc | 6,859 | $750.2K | 0.06% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 6,863 | $750.6K | 0.21% | +2,525+58.2% | Added |
| Panagora Asset Management Inc | 6,890 | $753.6K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 6,900 | $754.7K | 0.09% | −12−0.2% | Reduced |
| Arden Trust Co | 6,901 | $755.0K | 0.12% | +478+7.4% | Added |
| LVM Capital Management Ltd | 6,904 | $755.0K | 0.10% | +6,904 | New |