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; 2,129 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 | 2,129 | $107.7B |
| Q1 2026 | 2,081 | $96.4B |
| Q4 2025 | 2,211 | $133.0B |
| Q3 2025 | 2,001 | $116.2B |
| Q2 2025 | 1,961 | $118.8B |
| Q1 2025 | 1,402 | $65.5B |
| Q4 2024 | 1,361 | $64.0B |
| Q3 2024 | 1,228 | $52.1B |
| Q2 2024 | 1,201 | $48.0B |
| Q1 2024 | 1,165 | $52.2B |
| Q4 2023 | 1,141 | $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 |
|---|---|---|---|---|---|
| Edmond de Rothschild Holding S.A. | 290 | $31.7K | 0.00% | −194−40.1% | Reduced |
| West Tower Group, LLC | 283 | $31.0K | 0.02% | +283 | New |
| Bank of New Hampshire | 278 | $30.4K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 261 | $29.0K | 0.03% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 264 | $28.9K | 0.01% | +23+9.5% | Added |
| Carmichael Hill & Associates, Inc. | 258 | $28.2K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 249 | $27.0K | 0.02% | +2+0.8% | Added |
| Advisors Asset Management, Inc. | 242 | $26.5K | 0.00% | +27+12.6% | Added |
| Venturi Wealth Management, LLC | 236 | $25.8K | 0.00% | +6+2.6% | Added |
| MV Capital Management, Inc. | 225 | $24.6K | 0.00% | −75−25.0% | Reduced |
| Earnest Partners LLC | 214 | $23.4K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 207 | $22.6K | 0.00% | −754−78.5% | Reduced |
| McIlrath & Eck, LLC | 203 | $22.2K | 0.00% | −12−5.6% | Reduced |
| Atlas Capital Advisors LLC | 196 | $21.4K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 201 | $21.0K | 0.01% | −300−59.9% | Reduced |
| Tortoise Investment Management, LLC | 191 | $20.9K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 190 | $20.8K | 0.01% | +190 | New |
| Fiduciary Alliance LLC | 181 | $19.8K | 0.00% | +181 | New |
| Boyd Watterson Asset Management LLC | 169 | $18.5K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 165 | $18.0K | 0.00% | −310−65.3% | Reduced |
| Paloma Partners Management Co | 161 | $17.6K | 0.00% | −3,943−96.1% | Reduced |
| WealthPlan Investment Management, LLC | 158 | $17.3K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 157 | $17.0K | 0.00% | +157 | New |
| West Oak Capital, LLC | 150 | $16.4K | 0.01% | +150 | New |
| Advisors Preferred, LLC | 143 | $15.9K | 0.00% | −37−20.6% | Reduced |
| WFA of San Diego, LLC | 138 | $15.1K | 0.01% | +138 | New |
| Sittner & Nelson, LLC | 128 | $14.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 127 | $13.9K | 0.00% | +18+16.5% | Added |
| Hexagon Capital Partners LLC | 126 | $13.8K | 0.00% | −12−8.7% | Reduced |
| HHM Wealth Advisors, LLC | 125 | $13.7K | 0.00% | −21−14.4% | Reduced |
| Cape Investment Advisory, Inc. | 125 | $13.7K | 0.01% | −50−28.6% | Reduced |
| Retirement Group, LLC | 122 | $13.3K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 120 | $13.1K | 0.00% | +43+55.8% | Added |
| Clean Yield Group | 115 | $12.6K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 115 | $12.6K | 0.00% | +50+76.9% | Added |
| Kistler-Tiffany Companies, LLC | 113 | $12.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 113 | $12.4K | 0.00% | +7+6.6% | Added |
| Cassady Schiller Wealth Management, LLC | 113 | $12.4K | 0.01% | +113 | New |
| BOK Financial Private Wealth, Inc. | 110 | $12.0K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 110 | $12.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 109 | $12.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 109 | $11.9K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 108 | $11.8K | 0.01% | +14+14.9% | Added |
| NewSquare Capital LLC | 107 | $11.7K | 0.00% | +50+87.7% | Added |
| Ossiam | 102 | $11.2K | 0.00% | −16,132−99.4% | Reduced |
| Stephens Consulting, LLC | 101 | $11.0K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 100 | $10.9K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 100 | $10.9K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 100 | $10.9K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 90 | $10.5K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 93 | $10.2K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 92 | $10.1K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 98 | $10.0K | 0.00% | −57−36.8% | Reduced |
| Abound Wealth Management | 89 | $9.75K | 0.00% | +27+43.5% | Added |
| Johnson Midwest Financial, LLC | 86 | $9.41K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 84 | $9.19K | 0.00% | +54+180.0% | Added |
| Safeguard Financial, LLC | 90 | $9.00K | 0.00% | +90 | New |
| Oakworth Capital, Inc. | 80 | $8.75K | 0.00% | −577−87.8% | Reduced |
| ICA Group Wealth Management, LLC | 80 | $8.75K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 80 | $8.75K | 0.00% | +80 | New |
| IAG Wealth Partners, LLC | 75 | $8.20K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 73 | $8.00K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 72 | $7.87K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 65 | $7.00K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 65 | $7.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 60 | $6.56K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 60 | $6.56K | 0.00% | +60 | New |
| Lansing Street Advisors | 57 | $6.27K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 54 | $5.91K | 0.00% | −5−8.5% | Reduced |
| Baystate Wealth Management LLC | 53 | $5.86K | 0.00% | −20−27.4% | Reduced |
| Motco | 53 | $5.80K | 0.00% | +41+341.7% | Added |
| Caldwell Sutter Capital, Inc. | 52 | $5.69K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 50 | $5.47K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 50 | $5.47K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 50 | $5.47K | 0.00% | +6+13.6% | Added |
| West Branch Capital LLC | 49 | $5.36K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 46 | $5.03K | 0.00% | −21−31.3% | Reduced |
| Lee Financial Co | 45 | $4.92K | 0.00% | −16−26.2% | Reduced |
| Rock Creek Group, LP | 44 | $4.81K | 0.00% | +44 | New |
| TFC Financial Management | 42 | $4.61K | 0.00% | +12+40.0% | Added |
| Raffa Wealth Management, LLC | 40 | $4.38K | 0.00% | −275−87.3% | Reduced |
| Centennial Bank | 39 | $4.26K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 37 | $4.00K | 0.00% | +37 | New |
| Kozak & Associates, Inc. | 35 | $3.89K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 33 | $3.57K | 0.00% | +12+57.1% | Added |
| Raleigh Capital Management Inc. | 31 | $3.41K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 31 | $3.39K | 0.00% | −295−90.5% | Reduced |
| Red Tortoise LLC | 29 | $3.17K | 0.00% | +10+52.6% | Added |
| TSFG, LLC | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 30 | $3.00K | 0.00% | +28+1,400.0% | Added |
| Credential Qtrade Securities Inc. | 27 | $2.95K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 26 | $2.84K | 0.00% | +26 | New |
| Wolff Wiese Magana LLC | 25 | $2.73K | 0.00% | −5−16.7% | Reduced |
| Private Ocean, LLC | 23 | $2.52K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 22 | $2.29K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 20 | $2.19K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 19 | $2.08K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 19 | $2.08K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 14 | $1.53K | 0.00% | −62,218−100.0% | Reduced |
| USA Financial Portformulas Corp | 14 | $1.53K | 0.00% | 00.0% | Unchanged |