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 |
|---|---|---|---|---|---|
| Soltis Investment Advisors LLC | 3,064 | $335.1K | 0.04% | +170+5.9% | Added |
| tru Independence LLC | 3,055 | $334.1K | 0.11% | +6+0.2% | Added |
| iA Global Asset Management Inc. | 3,044 | $333.0K | 0.01% | +3,044 | New |
| Hartford Financial Management Inc. | 3,000 | $328.1K | 0.08% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 3,000 | $328.1K | 0.30% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 2,960 | $324.0K | 0.05% | −255−7.9% | Reduced |
| ProVise Management Group, LLC | 2,950 | $322.6K | 0.03% | +640+27.7% | Added |
| Lester Murray Antman dba SimplyRich | 2,939 | $321.0K | 0.11% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 2,930 | $320.5K | 0.18% | −529−15.3% | Reduced |
| Syntax Advisors, LLC | 2,930 | $320.5K | 0.26% | −529−15.3% | Reduced |
| Centiva Capital, LP | 2,911 | $318.4K | 0.02% | −3,755−56.3% | Reduced |
| Ellevest, Inc. | 2,877 | $314.7K | 0.02% | +2,695+1,480.8% | Added |
| Checchi Capital Advisers, LLC | 2,867 | $313.6K | 0.03% | +283+11.0% | Added |
| Lincoln National Corp | 2,833 | $309.9K | 0.01% | +401+16.5% | Added |
| Cornerstone Wealth Management, LLC | 2,793 | $305.5K | 0.03% | +119+4.5% | Added |
| Parsons Capital Management Inc | 2,779 | $303.9K | 0.02% | −1,742−38.5% | Reduced |
| Smith Chas P & Associates Pa Cpas | 2,753 | $301.0K | 0.02% | +100+3.8% | Added |
| Zullo Investment Group, Inc. | 2,701 | $295.5K | 0.17% | +539+24.9% | Added |
| Aspiriant, LLC | 2,700 | $295.3K | 0.01% | −3−0.1% | Reduced |
| UniSuper Management Pty Ltd | 2,700 | $295.3K | 0.00% | +2,700 | New |
| Probity Advisors, Inc. | 2,695 | $294.8K | 0.06% | +2,695 | New |
| Jacobi Capital Management LLC | 2,652 | $290.1K | 0.03% | −3,878−59.4% | Reduced |
| Sunflower Bank, N.A. | 2,627 | $287.3K | 0.07% | +34+1.3% | Added |
| Keybank National Association | 2,620 | $286.5K | 0.00% | −396−13.1% | Reduced |
| Stokes Family Office, LLC | 2,614 | $285.8K | 0.03% | +103+4.1% | Added |
| Summit Trail Advisors, LLC | 2,597 | $284.0K | 0.01% | +2,597 | New |
| Sigma Planning Corp | 2,595 | $283.8K | 0.01% | −118−4.3% | Reduced |
| WSFS Capital Management, LLC | 2,573 | $281.4K | 0.03% | +2,573 | New |
| Ameritas Advisory Services, LLC | 2,604 | $281.3K | 0.04% | +194+8.0% | Added |
| Ziegler Capital Management, LLC | 2,567 | $280.8K | 0.01% | −421−14.1% | Reduced |
| Paragon Capital Management Ltd | 2,551 | $279.1K | 0.06% | +2,551 | New |
| Riverview Trust Co | 2,541 | $277.9K | 0.25% | −139−5.2% | Reduced |
| Oxford Financial Group Ltd | 2,535 | $277.3K | 0.03% | +2,535 | New |
| Jones Financial Companies LLLP | 2,530 | $276.7K | 0.00% | −221−8.0% | Reduced |
| Stock Yards Bank & Trust Co | 2,519 | $275.5K | 0.01% | +185+7.9% | Added |
| Bridgewater Associates, LP | 2,509 | $274.4K | 0.00% | +2,509 | New |
| Newbridge Financial Services Group, Inc. | 2,509 | $274.4K | 0.13% | −26−1.0% | Reduced |
| Sentry Investment Management LLC | 2,500 | $273.0K | 0.10% | +2,500 | New |
| Shelton Capital Management | 2,481 | $271.3K | 0.01% | −13,600−84.6% | Reduced |
| Integrated Investment Consultants, LLC | 2,477 | $270.9K | 0.09% | −258−9.4% | Reduced |
| Moneta Group Investment Advisors LLC | 2,466 | $269.7K | 0.01% | +2,466 | New |
| Mount Vernon Associates Inc | 2,450 | $268.0K | 0.28% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 2,443 | $267.0K | 0.06% | +2,443 | New |
| J.W. Cole Advisors, Inc. | 2,438 | $266.7K | 0.02% | −221−8.3% | Reduced |
| Matrix Asset Advisors Inc | 2,414 | $264.0K | 0.04% | −3,091−56.1% | Reduced |
| Endurance Wealth Management, Inc. | 2,402 | $263.0K | 0.04% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 2,400 | $262.4K | 0.01% | +118+5.2% | Added |
| TruWealth Advisors, LLC | 2,394 | $261.9K | 0.02% | +70+3.0% | Added |
| Doliver Advisors, LP | 2,370 | $259.2K | 0.08% | 00.0% | Unchanged |
| Exane Asset Management | 2,369 | $259.1K | 0.14% | +2,369 | New |
| Marion Wealth Management | 2,366 | $258.8K | 0.09% | −58−2.4% | Reduced |
| Salomon & Ludwin, LLC | 2,332 | $255.1K | 0.03% | −6−0.3% | Reduced |
| Welch Group, LLC | 2,327 | $254.5K | 0.01% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 2,153 | $254.0K | 0.12% | +3+0.1% | Added |
| Adell Harriman & Carpenter Inc | 2,275 | $252.6K | 0.03% | −832−26.8% | Reduced |
| Mission Creek Capital Partners, Inc. | 2,295 | $251.0K | 0.08% | −560−19.6% | Reduced |
| Naples Global Advisors, LLC | 2,277 | $249.0K | 0.03% | +2,277 | New |
| Romano Brothers and Company | 2,275 | $248.8K | 0.04% | −40−1.7% | Reduced |
| Manchester Capital Management LLC | 2,266 | $247.8K | 0.03% | +529+30.5% | Added |
| Great Valley Advisor Group, Inc. | 2,255 | $246.9K | 0.01% | +122+5.7% | Added |
| Carson Advisory Inc. | 2,248 | $245.9K | 0.21% | +2,248 | New |
| FFT Wealth Management LLC | 2,245 | $245.5K | 0.03% | −75−3.2% | Reduced |
| Vident Investment Advisory, LLC | 2,224 | $243.2K | 0.01% | −11,712−84.0% | Reduced |
| Aptus Capital Advisors, LLC | 2,214 | $242.1K | 0.01% | +41+1.9% | Added |
| Heritage Wealth Advisors | 2,214 | $242.1K | 0.01% | +63+2.9% | Added |
| Burke & Herbert Bank & Trust Co | 2,213 | $242.0K | 0.16% | −45−2.0% | Reduced |
| Compagnie Lombard Odier SCmA | 2,203 | $240.9K | 0.01% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,191 | $239.7K | 0.01% | −637−22.5% | Reduced |
| Systematic Alpha Investments, LLC | 2,181 | $238.5K | 0.01% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 2,174 | $237.8K | 0.01% | 00.0% | Unchanged |
| Kearns & Associates LLC | 2,170 | $237.3K | 0.22% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 2,138 | $233.8K | 0.00% | +2,138 | New |
| Pettyjohn, Wood & White, Inc | 2,135 | $233.5K | 0.05% | +2,135 | New |
| StoneX Group Inc. | 2,134 | $233.4K | 0.02% | +25+1.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,134 | $233.4K | 0.04% | −194−8.3% | Reduced |
| Callan Family Office, LLC | 2,126 | $232.5K | 0.06% | −13,824−86.7% | Reduced |
| MCF Advisors LLC | 2,125 | $232.5K | 0.02% | +5+0.2% | Added |
| WMS Partners, LLC | 2,115 | $231.3K | 0.02% | −11−0.5% | Reduced |
| Kovack Advisors, Inc. | 2,104 | $230.1K | 0.03% | −30−1.4% | Reduced |
| Clearstead Advisors, LLC | 2,100 | $229.7K | 0.01% | −103−4.7% | Reduced |
| Proficio Capital Partners LLC | 2,074 | $226.9K | 0.03% | +2,074 | New |
| Steigerwald, Gordon & Koch Inc. | 2,060 | $225.3K | 0.03% | +2,060 | New |
| Lighthouse Investment Partners, LLC | 2,049 | $224.1K | 0.02% | +2,049 | New |
| Los Angeles Capital Management LLC | 2,038 | $222.9K | 0.00% | −5,900−74.3% | Reduced |
| GYL Financial Synergies, LLC | 2,033 | $222.3K | 0.02% | +2,033 | New |
| Cim Investment Mangement Inc | 2,023 | $221.3K | 0.08% | +2,023 | New |
| WNY Asset Management, LLC | 2,020 | $220.9K | 0.05% | +2,020 | New |
| Greenspring Advisors, LLC | 2,018 | $220.7K | 0.07% | −964−32.3% | Reduced |
| Keel Point, LLC | 2,015 | $220.4K | 0.03% | +2,015 | New |
| Fortress Wealth Group, LLC | 1,900 | $219.0K | 0.14% | +1,900 | New |
| Magnolia Capital Management Ltd | 2,000 | $219.0K | 0.20% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 2,001 | $218.9K | 0.22% | +2,001 | New |
| United Asset Strategies, Inc. | 2,001 | $218.8K | 0.03% | +2,001 | New |
| 1776 Wealth LLC | 2,000 | $218.7K | 0.12% | +2,000 | New |
| Elk River Wealth Management, LLC | 2,000 | $218.7K | 0.05% | +2,000 | New |
| L2 Asset Management, LLC | 3,976 | $217.8K | 0.11% | +3,976 | New |
| Fiduciary Trust Co | 1,983 | $216.9K | 0.00% | −173−8.0% | Reduced |
| Marcum Wealth, LLC | 1,963 | $214.7K | 0.03% | +1,963 | New |
| Legacy Financial Advisors, Inc. | 1,957 | $214.0K | 0.04% | +1,957 | New |
| Money Concepts Capital Corp | 1,948 | $213.0K | 0.02% | +1,948 | New |