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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 6,942 | $759.2K | 0.01% | −562−7.5% | Reduced |
| Hennessy Advisors Inc | 7,000 | $765.6K | 0.06% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 7,134 | $780.3K | 0.25% | −82−1.1% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 6,897 | $782.3K | 0.41% | +344+5.2% | Added |
| Arrow Financial Corp | 7,155 | $782.5K | 0.09% | 00.0% | Unchanged |
| Capital Management Associates | 7,182 | $785.5K | 1.15% | 00.0% | Unchanged |
| Selway Asset Management | 7,233 | $791.1K | 0.35% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 7,393 | $808.6K | 0.72% | +7,393 | New |
| Quinn Opportunity Partners LLC | 7,408 | $810.2K | 0.11% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 7,430 | $812.6K | 0.01% | +460+6.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 7,488 | $819.0K | 0.02% | −2,054−21.5% | Reduced |
| Intrust Bank NA | 7,514 | $821.8K | 0.10% | +59+0.8% | Added |
| Guardian Capital Advisors LP | 7,315 | $824.7K | 0.09% | +7,315 | New |
| ExodusPoint Capital Management, LP | 7,546 | $825.0K | 0.01% | +7,546 | New |
| Leonteq Securities AG | 7,669 | $838.8K | 0.09% | +2,409+45.8% | Added |
| Navalign, LLC | 7,785 | $851.5K | 0.34% | +246+3.3% | Added |
| Sebold Capital Management, Inc. | 7,790 | $852.0K | 0.68% | +177+2.3% | Added |
| Tokio Marine Asset Management Co Ltd | 7,891 | $863.0K | 0.06% | +617+8.5% | Added |
| Family Legacy, Inc. | 7,941 | $868.5K | 0.35% | 00.0% | Unchanged |
| True North Advisors, LLC | 8,001 | $875.1K | 0.25% | −15,999−66.7% | Reduced |
| Johnson Financial Group, Inc. | 8,007 | $875.7K | 0.06% | +1,861+30.3% | Added |
| HM Payson & Co | 8,032 | $878.5K | 0.02% | −9−0.1% | Reduced |
| Snowden Capital Advisors LLC | 8,064 | $882.0K | 0.03% | +807+11.1% | Added |
| Lido Advisors, LLC | 8,115 | $887.6K | 0.01% | −14,510−64.1% | Reduced |
| Alberta Investment Management Corp | 8,200 | $896.8K | 0.01% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 8,210 | $897.9K | 0.10% | −62−0.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 8,294 | $907.1K | 0.04% | +1,516+22.4% | Added |
| Trexquant Investment LP | 8,299 | $907.7K | 0.02% | −31,055−78.9% | Reduced |
| JBF Capital, Inc. | 8,500 | $929.6K | 0.19% | +750+9.7% | Added |
| Assenagon Asset Management S.A. | 8,509 | $930.6K | 0.00% | −114,469−93.1% | Reduced |
| Fulton Bank, N.A. | 8,625 | $943.3K | 0.05% | −11,828−57.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 8,733 | $955.1K | 0.14% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 8,825 | $965.0K | 0.43% | −900−9.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 8,844 | $967.3K | 0.10% | −10,831−55.0% | Reduced |
| Vestcor Inc | 9,031 | $988.0K | 0.04% | −28−0.3% | Reduced |
| Wolverine Trading, LLC | 9,054 | $989.2K | 0.01% | −7,625−45.7% | Reduced |
| Argent Trust Co | 9,054 | $990.2K | 0.05% | +876+10.7% | Added |
| Cetera Investment Advisers | 9,187 | $1.00M | 0.01% | −794−8.0% | Reduced |
| Leisure Capital Management | 9,236 | $1.01M | 0.56% | +350+3.9% | Added |
| Great Lakes Retirement, Inc. | 9,241 | $1.01M | 0.18% | −8−0.1% | Reduced |
| CAPROCK Group, Inc. | 9,383 | $1.03M | 0.08% | +2,203+30.7% | Added |
| Dynamic Technology Lab Private Ltd | 9,436 | $1.03M | 0.13% | +9,436 | New |
| Crestwood Advisors Group LLC | 9,521 | $1.04M | 0.03% | −352−3.6% | Reduced |
| Lakeview Capital Partners, LLC | 9,524 | $1.04M | 0.19% | +344+3.7% | Added |
| Dynamic Advisor Solutions LLC | 9,638 | $1.05M | 0.05% | +253+2.7% | Added |
| Coastal Investment Advisors, Inc. | 9,666 | $1.06M | 0.23% | +362+3.9% | Added |
| Signaturefd, LLC | 9,777 | $1.07M | 0.03% | +1,086+12.5% | Added |
| Raymond James Trust N.A. | 9,836 | $1.08M | 0.03% | +43+0.4% | Added |
| Private Advisor Group, LLC | 9,597 | $1.08M | 0.01% | −303−3.1% | Reduced |
| Evercore Wealth Management, LLC | 9,863 | $1.08M | 0.02% | −500−4.8% | Reduced |
| Wetherby Asset Management Inc | 9,898 | $1.08M | 0.06% | −11−0.1% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 9,904 | $1.08M | 0.15% | −9−0.1% | Reduced |
| Bank Ozk | 9,919 | $1.08M | 0.52% | −1,765−15.1% | Reduced |
| Ally Financial Inc. | 10,000 | $1.09M | 0.15% | 00.0% | Unchanged |
| American Assets Inc | 10,000 | $1.09M | 0.50% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | 10,000 | $1.09M | 0.23% | +10,000 | New |
| Van Eck Associates Corp | 10,060 | $1.10M | 0.00% | +5,509+121.1% | Added |
| Intact Investment Management Inc. | 10,100 | $1.10M | 0.04% | +6,100+152.5% | Added |
| Stratos Wealth Advisors, LLC | 10,104 | $1.11M | 0.08% | +10,104 | New |
| Moody National Bank Trust Division | 10,131 | $1.11M | 0.08% | −22−0.2% | Reduced |
| Stratos Wealth Partners, LTD. | 10,157 | $1.11M | 0.03% | +2,582+34.1% | Added |
| Vontobel Holding Ltd. | 10,159 | $1.11M | 0.01% | +3,432+51.0% | Added |
| Avestar Capital, LLC | 10,238 | $1.12M | 0.19% | −1,071−9.5% | Reduced |
| Dunhill Financial, LLC | 11,088 | $1.13M | 0.74% | +11,088 | New |
| Meiji Yasuda Asset Management Co Ltd. | 10,373 | $1.13M | 0.06% | −506−4.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 10,425 | $1.14M | 0.04% | +2,099+25.2% | Added |
| Culbertson A N & Co Inc | 10,425 | $1.14M | 0.22% | −330−3.1% | Reduced |
| Neuberger Berman Group LLC | 10,485 | $1.15M | 0.00% | −562−5.1% | Reduced |
| Veritable, L.P. | 10,493 | $1.15M | 0.02% | −59−0.6% | Reduced |
| Midwest Professional Planners, LTD. | 10,614 | $1.16M | 0.51% | −1,847−14.8% | Reduced |
| Choate Investment Advisors | 10,743 | $1.17M | 0.05% | +580+5.7% | Added |
| Rehmann Capital Advisory Group | 10,764 | $1.18M | 0.11% | +126+1.2% | Added |
| Veriti Management LLC | 11,126 | $1.22M | 0.14% | +444+4.2% | Added |
| Stephens Inc | 11,192 | $1.22M | 0.02% | +6,523+139.7% | Added |
| Canal Capital Management, LLC | 11,351 | $1.24M | 0.25% | +54+0.5% | Added |
| Tower Research Capital LLC (TRC) | 11,369 | $1.24M | 0.04% | +7,001+160.3% | Added |
| Bridges Investment Management Inc | 11,370 | $1.24M | 0.04% | −1,575−12.2% | Reduced |
| Banque Cantonale Vaudoise | 11,404 | $1.25M | 0.06% | +5,000+78.1% | Added |
| Gotham Asset Management, LLC | 11,552 | $1.26M | 0.03% | −3,997−25.7% | Reduced |
| Somerset Trust Co | 11,607 | $1.27M | 0.55% | −242−2.0% | Reduced |
| Vinva Investment Management Ltd | 11,633 | $1.27M | 0.11% | −1,214−9.4% | Reduced |
| Paradigm Asset Management Co LLC | 11,700 | $1.28M | 0.34% | +11,700 | New |
| Dumont & Blake Investment Advisors LLC | 11,710 | $1.28M | 0.42% | +40+0.3% | Added |
| Wolf Group Capital Advisors | 12,121 | $1.29M | 0.64% | −590−4.6% | Reduced |
| Shell Asset Management Co | 11,780 | $1.29M | 0.05% | −2,144−15.4% | Reduced |
| Wedbush Securities Inc | 11,795 | $1.29M | 0.06% | +4,866+70.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 12,044 | $1.32M | 0.03% | +57+0.5% | Added |
| Peapack Gladstone Financial Corp | 12,087 | $1.32M | 0.02% | −286−2.3% | Reduced |
| Salem Investment Counselors Inc | 12,199 | $1.33M | 0.05% | +475+4.1% | Added |
| Everence Capital Management Inc | 12,880 | $1.34M | 0.11% | 00.0% | Unchanged |
| MSD Partners, L.P. | 12,438 | $1.36M | 0.13% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 12,447 | $1.36M | 0.02% | +112+0.9% | Added |
| Proquility Private Wealth Partners, LLC | 12,447 | $1.36M | 0.53% | +12,447 | New |
| Daymark Wealth Partners, LLC | 12,614 | $1.38M | 0.10% | +5,503+77.4% | Added |
| Empowered Funds, LLC | 12,624 | $1.38M | 0.05% | +1,888+17.6% | Added |
| EA Series Trust | 12,624 | $1.38M | 0.05% | +12,624 | New |
| Barden Capital Management, Inc. | 12,641 | $1.38M | 1.52% | −1,203−8.7% | Reduced |
| Nomura Holdings Inc | 12,647 | $1.38M | 0.01% | −4,940−28.1% | Reduced |
| Wealthspire Advisors, LLC | 12,735 | $1.39M | 0.02% | −58−0.5% | Reduced |
| Atria Wealth Solutions, Inc. | 12,741 | $1.39M | 0.02% | +4,465+54.0% | Added |