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 |
|---|---|---|---|---|---|
| Quadrature Capital Ltd | 4,745 | $519.0K | 0.01% | −104,466−95.7% | Reduced |
| Stony Point Wealth Management Inc. | 4,711 | $515.2K | 0.26% | +10.0% | Added |
| Cigna Investments Inc | 4,663 | $510.0K | 0.10% | 00.0% | Unchanged |
| Perpetual Ltd | 4,542 | $496.8K | 0.00% | −242−5.1% | Reduced |
| Ameritas Investment Partners, Inc. | 4,529 | $495.3K | 0.02% | −195−4.1% | Reduced |
| 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 |
| Sky Investment Group LLC | 4,496 | $491.7K | 0.11% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 4,485 | $490.5K | 0.01% | −381−7.8% | Reduced |
| Trust Asset Management LLC | 4,466 | $488.4K | 0.05% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,456 | $487.4K | 0.03% | −71−1.6% | Reduced |
| Mountain Pacific Investment Advisers Inc | 4,448 | $486.5K | 0.03% | 00.0% | Unchanged |
| Allen Investment Management LLC | 4,423 | $483.7K | 0.01% | 00.0% | Unchanged |
| Summit Financial Group Inc | 4,412 | $482.5K | 0.19% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 4,396 | $480.8K | 0.03% | +69+1.6% | Added |
| Armstrong Advisory Group, Inc | 4,388 | $479.9K | 0.05% | −731−14.3% | Reduced |
| Ritholtz Wealth Management | 4,386 | $479.7K | 0.02% | +4,386 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 4,377 | $478.7K | 0.01% | +4,377 | New |
| Equitable Holdings, Inc. | 4,368 | $477.7K | 0.01% | +383+9.6% | Added |
| Penserra Capital Management LLC | 4,345 | $474.0K | 0.01% | −21,122−82.9% | Reduced |
| Brookstone Capital Management | 4,380 | $473.2K | 0.01% | +412+10.4% | Added |
| Franklin Street Advisors Inc | 4,324 | $473.0K | 0.04% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 4,306 | $471.0K | 0.09% | +42+1.0% | Added |
| Sherbrooke Park Advisers LLC | 4,300 | $470.3K | 0.25% | +1,600+59.3% | Added |
| Denali Advisors LLC | 4,300 | $470.3K | 0.17% | +3,900+975.0% | Added |
| Richwood Investment Advisors, LLC | 4,281 | $468.2K | 0.46% | −128−2.9% | Reduced |
| SYSTM Wealth Solutions LLC | 4,276 | $467.7K | 0.06% | +1,267+42.1% | Added |
| Duff & Phelps Investment Management Co | 4,261 | $466.0K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 4,253 | $465.2K | 0.50% | 00.0% | Unchanged |
| Central Trust Co | 4,204 | $459.8K | 0.01% | +1,175+38.8% | Added |
| Quadrant Capital Group LLC | 4,184 | $457.6K | 0.05% | −76−1.8% | Reduced |
| Moors & Cabot, Inc. | 4,171 | $456.2K | 0.03% | −353−7.8% | Reduced |
| DFPG Investments, LLC | 3,863 | $455.6K | 0.04% | +3,863 | New |
| Concord Wealth Partners | 4,145 | $453.3K | 0.10% | +1,813+77.7% | Added |
| Sequoia Financial Advisors, LLC | 4,100 | $448.4K | 0.01% | +331+8.8% | Added |
| CWM, LLC | 4,045 | $442.0K | 0.00% | −510−11.2% | Reduced |
| Sweet Financial Partners, LLC | 4,030 | $440.8K | 0.11% | 00.0% | Unchanged |
| Pitcairn Co | 4,025 | $440.2K | 0.04% | −256−6.0% | Reduced |
| Two Sigma Advisers, LP | 4,000 | $437.5K | 0.00% | −19,900−83.3% | Reduced |
| RMR Wealth Builders | 4,000 | $437.5K | 0.07% | 00.0% | Unchanged |
| First National Trust Co | 3,966 | $433.8K | 0.02% | −273−6.4% | Reduced |
| Ieq Capital, LLC | 3,961 | $433.2K | 0.01% | −751−15.9% | Reduced |
| Western Wealth Management, LLC | 3,942 | $431.1K | 0.04% | −189−4.6% | Reduced |
| Teza Capital Management LLC | 3,940 | $430.9K | 0.07% | +3,940 | New |
| Wealth Management Solutions, LLC | 3,911 | $427.7K | 0.28% | +23+0.6% | Added |
| Gryphon Financial Partners LLC | 3,896 | $426.1K | 0.09% | −643−14.2% | Reduced |
| Lindbrook Capital, LLC | 3,890 | $425.4K | 0.05% | +304+8.5% | Added |
| Axxcess Wealth Management, LLC | 3,884 | $424.8K | 0.03% | +797+25.8% | Added |
| Platform Technology Partners | 3,775 | $423.6K | 0.20% | +7+0.2% | Added |
| Private Trust Co NA | 3,829 | $418.8K | 0.05% | +119+3.2% | Added |
| Thompson Siegel & Walmsley LLC | 3,825 | $418.0K | 0.01% | +3,000+363.6% | Added |
| Acropolis Investment Management, LLC | 3,817 | $417.5K | 0.03% | −240−5.9% | Reduced |
| Pointe Capital Management LLC | 3,791 | $414.6K | 0.31% | +63+1.7% | Added |
| Empower Advisory Group, LLC | 3,762 | $411.4K | 0.00% | +216+6.1% | Added |
| Plimoth Trust Co LLC | 3,728 | $407.7K | 0.12% | −75−2.0% | Reduced |
| Diversified Investment Strategies, LLC | 3,677 | $402.2K | 0.30% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 3,603 | $394.1K | 0.02% | +3,603 | New |
| Connectus Wealth, LLC | 3,599 | $393.9K | 0.01% | +22+0.6% | Added |
| Concentric Wealth Management, LLC | 3,599 | $393.6K | 0.13% | −90−2.4% | Reduced |
| Montecito Bank & Trust | 3,595 | $393.2K | 0.09% | +33+0.9% | Added |
| Chicago Partners Investment Group LLC | 3,464 | $392.3K | 0.02% | +3,464 | New |
| Oak Thistle LLC | 3,570 | $390.5K | 0.21% | +1,237+53.0% | Added |
| Change Path, LLC | 3,565 | $390.0K | 0.02% | +845+31.1% | Added |
| Merit Financial Group, LLC | 3,548 | $388.0K | 0.01% | +3,548 | New |
| St Germain D J Co Inc | 3,541 | $387.3K | 0.02% | +3,541 | New |
| Benjamin F. Edwards & Company, Inc. | 3,520 | $385.0K | 0.01% | +430+13.9% | Added |
| Personal Cfo Solutions, LLC | 3,510 | $383.9K | 0.08% | +70+2.0% | Added |
| Circle Wealth Management, LLC | 3,508 | $383.7K | 0.05% | 00.0% | Unchanged |
| Americana Partners, LLC | 3,460 | $378.4K | 0.05% | +54+1.6% | Added |
| Rockland Trust Co | 3,455 | $377.9K | 0.02% | −8−0.2% | Reduced |
| XML Financial, LLC | 3,445 | $376.8K | 0.04% | −1,409−29.0% | Reduced |
| Hancock Whitney Corp | 3,434 | $376.0K | 0.01% | −8−0.2% | Reduced |
| Vise Technologies, Inc. | 3,378 | $369.5K | 0.09% | −423−11.1% | Reduced |
| Winton Group Ltd | 3,367 | $368.2K | 0.03% | +3,367 | New |
| Y.D. More Investments Ltd | 3,356 | $367.0K | 0.09% | −201−5.7% | Reduced |
| Aspen Wealth Strategies, LLC | 3,355 | $366.9K | 0.28% | +3,355 | New |
| Global Trust Asset Management, LLC | 3,347 | $366.0K | 0.16% | −5−0.1% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3,336 | $364.9K | 0.12% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 3,309 | $361.9K | 0.09% | +188+6.0% | Added |
| Stonegate Investment Group, LLC | 3,284 | $359.2K | 0.01% | +508+18.3% | Added |
| Evergreen Capital Management LLC | 3,281 | $358.8K | 0.01% | −353−9.7% | Reduced |
| Neo Ivy Capital Management | 3,273 | $358.0K | 0.19% | +3,273 | New |
| Cetera Advisors LLC | 3,250 | $355.4K | 0.01% | +94+3.0% | Added |
| Viawealth, LLC | 3,246 | $355.0K | 0.26% | +90+2.9% | Added |
| Alps Advisors Inc | 3,233 | $353.6K | 0.00% | +20+0.6% | Added |
| Laffer Tengler Investments | 3,229 | $353.2K | 0.09% | +7+0.2% | Added |
| Concord Asset Management, LLC | 3,228 | $353.0K | 0.12% | +690+27.2% | Added |
| Texas Capital Bank Wealth Management Services Inc | 3,223 | $352.5K | 0.04% | +3,223 | New |
| TD Waterhouse Canada Inc. | 2,969 | $352.5K | 0.00% | +846+39.8% | Added |
| Northern Oak Wealth Management Inc | 3,211 | $351.2K | 0.04% | +672+26.5% | Added |
| Ignite Planners, LLC | 3,233 | $349.3K | 0.13% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 3,190 | $349.0K | 0.02% | +1,032+47.8% | Added |
| Riverview Capital Advisers, LLC | 2,207 | $347.3K | 0.15% | +53+2.5% | Added |
| Atlantic Union Bankshares Corp | 3,170 | $346.7K | 0.03% | −4,320−57.7% | Reduced |
| Verus Financial Partners, Inc. | 3,005 | $344.1K | 0.04% | +3+0.1% | Added |
| Fukoku Mutual Life Insurance Co | 3,138 | $343.2K | 0.03% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,072 | $342.7K | 0.04% | +34+1.1% | Added |
| Gateway Investment Advisers LLC | 3,086 | $337.5K | 0.00% | −133−4.1% | Reduced |
| Epoch Investment Partners, Inc. | 3,083 | $337.2K | 0.00% | −47−1.5% | Reduced |
| Conning Inc. | 3,075 | $336.3K | 0.01% | −310−9.2% | Reduced |