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 |
|---|---|---|---|---|---|
| Boston Private Wealth LLC | 13,860 | $1.52M | 0.03% | −1,492−9.7% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 13,836 | $1.51M | 0.05% | −348−2.5% | Reduced |
| Umb Bank N A | 13,755 | $1.50M | 0.02% | +2,565+22.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 13,706 | $1.50M | 0.11% | +138+1.0% | Added |
| Aviance Capital Partners, LLC | 13,628 | $1.49M | 0.32% | −168−1.2% | Reduced |
| GWM Advisors LLC | 13,530 | $1.48M | 0.02% | +10,334+323.3% | Added |
| Peddock Capital Advisors, LLC | 13,438 | $1.47M | 0.48% | +277+2.1% | Added |
| EJF Capital LLC | 13,333 | $1.46M | 0.67% | −2,782−17.3% | Reduced |
| AXA S.A. | 13,278 | $1.45M | 0.00% | −20,104−60.2% | Reduced |
| Pathstone Family Office, LLC | 13,579 | $1.45M | 0.02% | +2,992+28.3% | Added |
| Cullen/Frost Bankers, Inc. | 13,215 | $1.45M | 0.02% | −823−5.9% | Reduced |
| Advisory Services Network, LLC | 13,176 | $1.44M | 0.04% | −404−3.0% | Reduced |
| Transform Wealth, LLC | 13,131 | $1.44M | 0.13% | −53,067−80.2% | Reduced |
| Bulltick Wealth Management, LLC | 13,110 | $1.43M | 0.34% | +30.0% | Added |
| Commerce Bank | 13,074 | $1.43M | 0.01% | −3,790−22.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 13,036 | $1.43M | 0.00% | −1,187−8.3% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 12,940 | $1.42M | 0.10% | +12,940 | New |
| Flputnam Investment Management Co | 12,923 | $1.41M | 0.04% | +330+2.6% | Added |
| Empirical Finance, LLC | 12,806 | $1.40M | 0.11% | +1,197+10.3% | Added |
| Atria Wealth Solutions, Inc. | 12,741 | $1.39M | 0.02% | +4,465+54.0% | Added |
| Wealthspire Advisors, LLC | 12,735 | $1.39M | 0.02% | −58−0.5% | Reduced |
| Nomura Holdings Inc | 12,647 | $1.38M | 0.01% | −4,940−28.1% | Reduced |
| Barden Capital Management, Inc. | 12,641 | $1.38M | 1.52% | −1,203−8.7% | Reduced |
| 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 |
| Daymark Wealth Partners, LLC | 12,614 | $1.38M | 0.10% | +5,503+77.4% | Added |
| Proquility Private Wealth Partners, LLC | 12,447 | $1.36M | 0.53% | +12,447 | New |
| HB Wealth Management, LLC | 12,447 | $1.36M | 0.02% | +112+0.9% | Added |
| MSD Partners, L.P. | 12,438 | $1.36M | 0.13% | 00.0% | Unchanged |
| Everence Capital Management Inc | 12,880 | $1.34M | 0.11% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 12,199 | $1.33M | 0.05% | +475+4.1% | Added |
| Peapack Gladstone Financial Corp | 12,087 | $1.32M | 0.02% | −286−2.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 12,044 | $1.32M | 0.03% | +57+0.5% | Added |
| Wedbush Securities Inc | 11,795 | $1.29M | 0.06% | +4,866+70.2% | Added |
| Shell Asset Management Co | 11,780 | $1.29M | 0.05% | −2,144−15.4% | Reduced |
| Wolf Group Capital Advisors | 12,121 | $1.29M | 0.64% | −590−4.6% | Reduced |
| Dumont & Blake Investment Advisors LLC | 11,710 | $1.28M | 0.42% | +40+0.3% | Added |
| Paradigm Asset Management Co LLC | 11,700 | $1.28M | 0.34% | +11,700 | New |
| Vinva Investment Management Ltd | 11,633 | $1.27M | 0.11% | −1,214−9.4% | Reduced |
| Somerset Trust Co | 11,607 | $1.27M | 0.55% | −242−2.0% | Reduced |
| Gotham Asset Management, LLC | 11,552 | $1.26M | 0.03% | −3,997−25.7% | Reduced |
| Banque Cantonale Vaudoise | 11,404 | $1.25M | 0.06% | +5,000+78.1% | Added |
| Bridges Investment Management Inc | 11,370 | $1.24M | 0.04% | −1,575−12.2% | Reduced |
| Tower Research Capital LLC (TRC) | 11,369 | $1.24M | 0.04% | +7,001+160.3% | Added |
| Canal Capital Management, LLC | 11,351 | $1.24M | 0.25% | +54+0.5% | Added |
| Stephens Inc | 11,192 | $1.22M | 0.02% | +6,523+139.7% | Added |
| Veriti Management LLC | 11,126 | $1.22M | 0.14% | +444+4.2% | Added |
| Rehmann Capital Advisory Group | 10,764 | $1.18M | 0.11% | +126+1.2% | Added |
| Choate Investment Advisors | 10,743 | $1.17M | 0.05% | +580+5.7% | Added |
| Midwest Professional Planners, LTD. | 10,614 | $1.16M | 0.51% | −1,847−14.8% | Reduced |
| Veritable, L.P. | 10,493 | $1.15M | 0.02% | −59−0.6% | Reduced |
| Neuberger Berman Group LLC | 10,485 | $1.15M | 0.00% | −562−5.1% | Reduced |
| Culbertson A N & Co Inc | 10,425 | $1.14M | 0.22% | −330−3.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 10,425 | $1.14M | 0.04% | +2,099+25.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 10,373 | $1.13M | 0.06% | −506−4.7% | Reduced |
| Dunhill Financial, LLC | 11,088 | $1.13M | 0.74% | +11,088 | New |
| Avestar Capital, LLC | 10,238 | $1.12M | 0.19% | −1,071−9.5% | Reduced |
| Vontobel Holding Ltd. | 10,159 | $1.11M | 0.01% | +3,432+51.0% | Added |
| Stratos Wealth Partners, LTD. | 10,157 | $1.11M | 0.03% | +2,582+34.1% | Added |
| Moody National Bank Trust Division | 10,131 | $1.11M | 0.08% | −22−0.2% | Reduced |
| Stratos Wealth Advisors, LLC | 10,104 | $1.11M | 0.08% | +10,104 | New |
| Intact Investment Management Inc. | 10,100 | $1.10M | 0.04% | +6,100+152.5% | Added |
| Van Eck Associates Corp | 10,060 | $1.10M | 0.00% | +5,509+121.1% | Added |
| Hunter Perkins Capital Management, LLC | 10,000 | $1.09M | 0.23% | +10,000 | New |
| Ally Financial Inc. | 10,000 | $1.09M | 0.15% | 00.0% | Unchanged |
| American Assets Inc | 10,000 | $1.09M | 0.50% | 00.0% | Unchanged |
| Bank Ozk | 9,919 | $1.08M | 0.52% | −1,765−15.1% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 9,904 | $1.08M | 0.15% | −9−0.1% | Reduced |
| Wetherby Asset Management Inc | 9,898 | $1.08M | 0.06% | −11−0.1% | Reduced |
| Evercore Wealth Management, LLC | 9,863 | $1.08M | 0.02% | −500−4.8% | Reduced |
| Private Advisor Group, LLC | 9,597 | $1.08M | 0.01% | −303−3.1% | Reduced |
| Raymond James Trust N.A. | 9,836 | $1.08M | 0.03% | +43+0.4% | Added |
| Signaturefd, LLC | 9,777 | $1.07M | 0.03% | +1,086+12.5% | Added |
| Coastal Investment Advisors, Inc. | 9,666 | $1.06M | 0.23% | +362+3.9% | Added |
| Dynamic Advisor Solutions LLC | 9,638 | $1.05M | 0.05% | +253+2.7% | Added |
| Lakeview Capital Partners, LLC | 9,524 | $1.04M | 0.19% | +344+3.7% | Added |
| Crestwood Advisors Group LLC | 9,521 | $1.04M | 0.03% | −352−3.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 9,436 | $1.03M | 0.13% | +9,436 | New |
| CAPROCK Group, Inc. | 9,383 | $1.03M | 0.08% | +2,203+30.7% | Added |
| Great Lakes Retirement, Inc. | 9,241 | $1.01M | 0.18% | −8−0.1% | Reduced |
| Leisure Capital Management | 9,236 | $1.01M | 0.56% | +350+3.9% | Added |
| Cetera Investment Advisers | 9,187 | $1.00M | 0.01% | −794−8.0% | Reduced |
| Argent Trust Co | 9,054 | $990.2K | 0.05% | +876+10.7% | Added |
| Wolverine Trading, LLC | 9,054 | $989.2K | 0.01% | −7,625−45.7% | Reduced |
| Vestcor Inc | 9,031 | $988.0K | 0.04% | −28−0.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 8,844 | $967.3K | 0.10% | −10,831−55.0% | Reduced |
| Westbourne Investment Advisors, Inc. | 8,825 | $965.0K | 0.43% | −900−9.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 8,733 | $955.1K | 0.14% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 8,625 | $943.3K | 0.05% | −11,828−57.8% | Reduced |
| Assenagon Asset Management S.A. | 8,509 | $930.6K | 0.00% | −114,469−93.1% | Reduced |
| JBF Capital, Inc. | 8,500 | $929.6K | 0.19% | +750+9.7% | Added |
| Trexquant Investment LP | 8,299 | $907.7K | 0.02% | −31,055−78.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 8,294 | $907.1K | 0.04% | +1,516+22.4% | Added |
| Meeder Advisory Services, Inc. | 8,210 | $897.9K | 0.10% | −62−0.7% | Reduced |
| Alberta Investment Management Corp | 8,200 | $896.8K | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 8,115 | $887.6K | 0.01% | −14,510−64.1% | Reduced |
| Snowden Capital Advisors LLC | 8,064 | $882.0K | 0.03% | +807+11.1% | Added |
| HM Payson & Co | 8,032 | $878.5K | 0.02% | −9−0.1% | Reduced |
| Johnson Financial Group, Inc. | 8,007 | $875.7K | 0.06% | +1,861+30.3% | Added |
| True North Advisors, LLC | 8,001 | $875.1K | 0.25% | −15,999−66.7% | Reduced |