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 |
|---|---|---|---|---|---|
| Family Legacy, Inc. | 7,941 | $868.5K | 0.35% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 7,891 | $863.0K | 0.06% | +617+8.5% | Added |
| Sebold Capital Management, Inc. | 7,790 | $852.0K | 0.68% | +177+2.3% | Added |
| Navalign, LLC | 7,785 | $851.5K | 0.34% | +246+3.3% | Added |
| Leonteq Securities AG | 7,669 | $838.8K | 0.09% | +2,409+45.8% | Added |
| ExodusPoint Capital Management, LP | 7,546 | $825.0K | 0.01% | +7,546 | New |
| Guardian Capital Advisors LP | 7,315 | $824.7K | 0.09% | +7,315 | New |
| Intrust Bank NA | 7,514 | $821.8K | 0.10% | +59+0.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 7,488 | $819.0K | 0.02% | −2,054−21.5% | Reduced |
| Brown Brothers Harriman & Co | 7,430 | $812.6K | 0.01% | +460+6.6% | Added |
| Quinn Opportunity Partners LLC | 7,408 | $810.2K | 0.11% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 7,393 | $808.6K | 0.72% | +7,393 | New |
| Selway Asset Management | 7,233 | $791.1K | 0.35% | 00.0% | Unchanged |
| Capital Management Associates | 7,182 | $785.5K | 1.15% | 00.0% | Unchanged |
| Arrow Financial Corp | 7,155 | $782.5K | 0.09% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 6,897 | $782.3K | 0.41% | +344+5.2% | Added |
| Regatta Capital Group, LLC | 7,134 | $780.3K | 0.25% | −82−1.1% | Reduced |
| Hennessy Advisors Inc | 7,000 | $765.6K | 0.06% | 00.0% | Unchanged |
| Greenleaf Trust | 6,942 | $759.2K | 0.01% | −562−7.5% | 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 |
| Desjardins Global Asset Management Inc. | 6,900 | $754.7K | 0.09% | −12−0.2% | Reduced |
| Panagora Asset Management Inc | 6,890 | $753.6K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 6,863 | $750.6K | 0.21% | +2,525+58.2% | Added |
| Lowe Brockenbrough & Co Inc | 6,859 | $750.2K | 0.06% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 6,858 | $750.1K | 0.21% | +6,858 | New |
| EPG Wealth Management LLC | 6,839 | $747.9K | 0.22% | −210−3.0% | Reduced |
| Asset Dedication, LLC | 6,768 | $740.0K | 0.06% | −262−3.7% | Reduced |
| City Holding Co | 6,739 | $737.0K | 0.13% | +166+2.5% | Added |
| Gibraltar Capital Management, Inc. | 6,724 | $735.4K | 0.33% | +32+0.5% | Added |
| Institutional & Family Asset Management, LLC | 6,708 | $733.7K | 0.12% | +10+0.1% | Added |
| RFG Advisory, LLC | 6,680 | $730.6K | 0.03% | +6,680 | New |
| Spire Wealth Management | 6,667 | $729.2K | 0.03% | +1,072+19.2% | Added |
| Procyon Private Wealth Partners, LLC | 6,642 | $726.4K | 0.09% | +6,642 | New |
| Salzhauer Michael | 6,612 | $723.2K | 0.78% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 6,476 | $708.2K | 0.02% | −110−1.7% | Reduced |
| Sawtooth Solutions, LLC | 6,475 | $708.1K | 0.02% | −117−1.8% | Reduced |
| Cohen Klingenstein LLC | 6,453 | $705.8K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 6,415 | $701.6K | 0.01% | +379+6.3% | Added |
| Jeppson Wealth Management, LLC | 6,409 | $701.0K | 0.31% | +456+7.7% | Added |
| MAI Capital Management | 6,352 | $694.8K | 0.01% | +2,275+55.8% | Added |
| Highlander Capital Management, LLC | 6,300 | $689.0K | 0.32% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 6,291 | $688.0K | 0.90% | −1,174−15.7% | Reduced |
| Graypoint LLC | 6,276 | $686.5K | 0.07% | −1,658−20.9% | Reduced |
| Parallel Advisors, LLC | 6,251 | $683.7K | 0.02% | +1,183+23.3% | Added |
| Ergoteles LLC | 6,237 | $682.1K | 0.03% | −5,031−44.6% | Reduced |
| Friedenthal Financial | 6,212 | $679.4K | 0.45% | +6,212 | New |
| Founders Financial Securities LLC | 6,200 | $678.1K | 0.09% | +2,043+49.1% | Added |
| Jacobs Levy Equity Management, Inc | 6,183 | $676.2K | 0.00% | −270,199−97.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 6,104 | $667.6K | 0.04% | −158−2.5% | Reduced |
| National Asset Management, Inc. | 6,095 | $666.6K | 0.01% | +179+3.0% | Added |
| Modera Wealth Management, LLC | 6,055 | $662.2K | 0.01% | −831−12.1% | Reduced |
| Prio Wealth Limited Partnership | 6,040 | $660.6K | 0.02% | −1,234−17.0% | Reduced |
| Independent Advisor Alliance | 6,016 | $658.0K | 0.03% | +364+6.4% | Added |
| Royal Capital Wealth Management, LLC | 6,000 | $656.2K | 0.62% | +6,000 | New |
| Westpac Banking Corp | 5,999 | $656.1K | 0.05% | −74,468−92.5% | Reduced |
| Coldstream Capital Management Inc | 5,989 | $655.0K | 0.02% | −61−1.0% | Reduced |
| E. Ohman J:or Asset Management AB | 5,900 | $645.3K | 0.02% | 00.0% | Unchanged |
| Glenview Trust Co | 5,869 | $641.9K | 0.02% | +13+0.2% | Added |
| Diversified Trust Co | 5,789 | $633.1K | 0.02% | −2,269−28.2% | Reduced |
| Kestra Private Wealth Services, LLC | 5,752 | $629.1K | 0.02% | +299+5.5% | Added |
| Quantinno Capital Management LP | 5,725 | $626.0K | 0.04% | −6,219−52.1% | Reduced |
| AMG National Trust Bank | 5,682 | $621.4K | 0.02% | −2,619−31.6% | Reduced |
| Crawford Investment Counsel Inc | 5,678 | $621.0K | 0.01% | −328−5.5% | Reduced |
| Renaissance Group LLC | 5,646 | $617.5K | 0.03% | −485−7.9% | Reduced |
| Harbour Investments, Inc. | 5,614 | $614.0K | 0.03% | −2,094−27.2% | Reduced |
| Savant Capital, LLC | 5,583 | $610.6K | 0.01% | +203+3.8% | Added |
| First PREMIER Bank | 5,557 | $608.0K | 0.17% | +558+11.2% | Added |
| DoubleLine ETF Adviser LP | 5,546 | $606.6K | 0.22% | +1,232+28.6% | Added |
| Whitener Capital Management, Inc. | 5,524 | $604.2K | 0.23% | +1,565+39.5% | Added |
| Symmetry Partners, LLC | 5,484 | $600.0K | 0.03% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 5,452 | $596.3K | 0.05% | −5,375−49.6% | Reduced |
| Northern Financial Advisors Inc | 5,447 | $595.7K | 0.52% | −230−4.1% | Reduced |
| Ostrum Asset Management | 5,375 | $587.9K | 0.05% | +20+0.4% | Added |
| Sumitomo Life Insurance Co | 5,352 | $585.3K | 0.03% | −414−7.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,348 | $584.9K | 0.04% | +135+2.6% | Added |
| Neville Rodie & Shaw Inc | 5,305 | $580.0K | 0.05% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 5,274 | $576.8K | 0.07% | +2,425+85.1% | Added |
| Prospera Financial Services Inc | 5,262 | $576.5K | 0.02% | −2,500−32.2% | Reduced |
| Forum Financial Management, LP | 5,195 | $568.2K | 0.01% | +368+7.6% | Added |
| Virtu Financial LLC | 5,192 | $568.0K | 0.04% | +5,192 | New |
| Regions Financial Corp | 5,180 | $566.5K | 0.00% | −7,954−60.6% | Reduced |
| Malaga Cove Capital, LLC | 5,160 | $564.3K | 0.26% | +1,720+50.0% | Added |
| Clarius Group, LLC | 5,041 | $551.3K | 0.04% | +10+0.2% | Added |
| Aveo Capital Partners, LLC | 5,035 | $550.7K | 0.07% | +15+0.3% | Added |
| Uncommon Cents Investing LLC | 5,005 | $547.4K | 0.19% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 5,002 | $547.1K | 0.03% | +5,002 | New |
| Supplemental Annuity Collective Trust of NJ | 5,000 | $546.9K | 0.20% | 00.0% | Unchanged |
| Balentine LLC | 4,988 | $545.5K | 0.02% | −5,695−53.3% | Reduced |
| La Banque Postale Asset Management SA | 4,986 | $545.3K | 0.01% | −12,979−72.2% | Reduced |
| Fund Management at Engine No. 1 LLC | 4,970 | $543.6K | 0.10% | +347+7.5% | Added |
| Busey Wealth Management | 4,969 | $543.5K | 0.02% | −2,439−32.9% | Reduced |
| South State Corp. | 4,940 | $540.3K | 0.05% | −260−5.0% | Reduced |
| Valeo Financial Advisors, LLC | 4,938 | $540.1K | 0.02% | −612−11.0% | Reduced |
| Meridian Financial Partners LLC | 4,649 | $535.0K | 0.32% | +269+6.1% | Added |
| Siemens Fonds Invest GmbH | 4,875 | $530.6K | 0.05% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 4,820 | $527.2K | 0.19% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4,814 | $526.5K | 0.07% | +1,086+29.1% | Added |
| Gallacher Capital Management LLC | 4,791 | $524.0K | 0.30% | +539+12.7% | Added |
| Kingsview Wealth Management, LLC | 4,771 | $521.8K | 0.02% | −8−0.2% | Reduced |