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 |
|---|---|---|---|---|---|
| Dorsey & Whitney Trust CO LLC | 1,946 | $212.8K | 0.02% | +1,946 | New |
| Hollencrest Capital Management | 1,936 | $211.7K | 0.02% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 1,925 | $210.5K | 0.02% | +1,925 | New |
| Boothbay Fund Management, LLC | 1,920 | $210.0K | 0.01% | −1,440−42.9% | Reduced |
| Western Pacific Wealth Management, LP | 1,920 | $210.0K | 0.16% | +415+27.6% | Added |
| Deseret Mutual Benefit Administrators | 1,916 | $209.6K | 0.08% | +147+8.3% | Added |
| 626 Financial, LLC | 1,895 | $207.3K | 0.13% | +1,895 | New |
| CKW Financial Group | 1,875 | $205.0K | 0.03% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 1,870 | $204.5K | 0.05% | +1,870 | New |
| Schonfeld Strategic Advisors LLC | 1,870 | $204.5K | 0.00% | −229,587−99.2% | Reduced |
| HRT Financial LP | 1,870 | $204.0K | 0.00% | +1,870 | New |
| Convergence Investment Partners, LLC | 1,829 | $200.0K | 0.11% | +1,829 | New |
| Tobam | 1,824 | $199.0K | 0.02% | +622+51.7% | Added |
| Quent Capital, LLC | 1,788 | $195.6K | 0.03% | +3+0.2% | Added |
| Baker Avenue Asset Management, LP | 1,646 | $180.0K | 0.01% | +356+27.6% | Added |
| Capital Advisors, Ltd. LLC | 1,605 | $176.0K | 0.03% | −52−3.1% | Reduced |
| Whittier Trust Co | 1,567 | $171.4K | 0.00% | −435−21.7% | Reduced |
| Farther Finance Advisors, LLC | 1,557 | $170.3K | 0.04% | +308+24.7% | Added |
| Manitou Investment Management Ltd. | 1,500 | $164.1K | 0.04% | −500−25.0% | Reduced |
| Princeton Global Asset Management LLC | 1,495 | $163.5K | 0.05% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,473 | $161.0K | 0.03% | +1,473 | New |
| Rosenberg Matthew Hamilton | 1,471 | $160.9K | 0.05% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 1,429 | $156.3K | 0.01% | −23,933−94.4% | Reduced |
| Washington Trust Co | 1,429 | $156.3K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 1,386 | $151.6K | 0.01% | −34−2.4% | Reduced |
| Smithfield Trust Co | 1,334 | $147.0K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 1,295 | $141.6K | 0.21% | 00.0% | Unchanged |
| Seaport Global Advisors, LLC | 1,245 | $136.2K | 0.40% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,204 | $131.7K | 0.05% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,190 | $130.2K | 0.03% | 00.0% | Unchanged |
| Arlington Partners LLC | 1,161 | $127.0K | 0.02% | +1,077+1,282.1% | Added |
| First Capital Advisors Group, LLC. | 1,161 | $127.0K | 0.07% | +1,161 | New |
| Alta Advisers Ltd | 1,100 | $120.3K | 0.07% | 00.0% | Unchanged |
| American National Bank | 1,094 | $119.7K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,082 | $118.3K | 0.02% | −227−17.3% | Reduced |
| Emfo, LLC | 1,080 | $118.1K | 0.11% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,068 | $116.8K | 0.03% | +23+2.2% | Added |
| Ci Investments Inc. | 1,050 | $115.0K | 0.00% | −50,311−98.0% | Reduced |
| CVA Family Office, LLC | 1,048 | $114.6K | 0.02% | −531−33.6% | Reduced |
| Caldwell Trust Co | 1,026 | $112.2K | 0.01% | +164+19.0% | Added |
| Covestor Ltd | 984 | $108.0K | 0.08% | −37−3.6% | Reduced |
| Global Retirement Partners, LLC | 952 | $104.1K | 0.01% | +138+17.0% | Added |
| West Paces Advisors Inc. | 942 | $103.0K | 0.03% | −203−17.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 933 | $102.0K | 0.00% | +12+1.3% | Added |
| BDO Wealth Advisors, LLC | 926 | $101.3K | 0.01% | −15,286−94.3% | Reduced |
| Tompkins Financial Corp | 926 | $101.3K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 926 | $101.2K | 0.06% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 921 | $100.7K | 0.06% | +3+0.3% | Added |
| Eagle Bay Advisors LLC | 891 | $97.5K | 0.06% | −190−17.6% | Reduced |
| Grove Bank & Trust | 877 | $95.9K | 0.02% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 876 | $95.8K | 0.07% | +876 | New |
| Focused Wealth Management, Inc | 850 | $93.0K | 0.02% | +850 | New |
| Park Place Capital Corp | 844 | $92.3K | 0.03% | +100+13.4% | Added |
| Benjamin Edwards Inc | 797 | $87.0K | 0.02% | −68−7.9% | Reduced |
| GHP Investment Advisors, Inc. | 764 | $84.4K | 0.00% | −200−20.7% | Reduced |
| Avalon Trust Co | 754 | $82.5K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 750 | $82.0K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 724 | $79.0K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 808 | $78.0K | 0.00% | −1,288−61.5% | Reduced |
| First Command Bank | 681 | $74.5K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 681 | $74.5K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 678 | $74.2K | 0.08% | +218+47.4% | Added |
| TD Private Client Wealth LLC | 646 | $70.7K | 0.00% | +82+14.5% | Added |
| Global Financial Private Client, LLC | 631 | $70.1K | 0.03% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 635 | $69.5K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 585 | $64.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 582 | $63.7K | 0.01% | −45−7.2% | Reduced |
| Itau Unibanco Holding S.A. | 578 | $63.2K | 0.00% | −379−39.6% | Reduced |
| Colonial Trust Co | 561 | $61.3K | 0.01% | −325−36.7% | Reduced |
| Financial Management Professionals, Inc. | 550 | $60.0K | 0.01% | −402−42.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 547 | $59.8K | 0.01% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 537 | $58.7K | 0.00% | −99,897−99.5% | Reduced |
| Versant Capital Management, Inc | 528 | $57.7K | 0.02% | +3+0.6% | Added |
| Sutton Wealth Advisors Inc. | 518 | $56.7K | 0.03% | +18+3.6% | Added |
| 25 LLC | 486 | $55.5K | 0.03% | 00.0% | Unchanged |
| Clear Street Markets LLC | 500 | $55.0K | 0.02% | −247−33.1% | Reduced |
| ORG Partners LLC | 488 | $54.1K | 0.01% | +488 | New |
| Parkside Financial Bank & Trust | 487 | $53.3K | 0.01% | −52−9.6% | Reduced |
| Coppell Advisory Solutions LLC | 475 | $51.9K | 0.02% | +475 | New |
| IFP Advisors, Inc | 841 | $50.4K | 0.00% | +45+5.7% | Added |
| Acima Private Wealth, LLC | 445 | $48.7K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 444 | $48.6K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 437 | $47.8K | 0.01% | +83+23.4% | Added |
| Washington Trust Advisors, Inc. | 423 | $46.3K | 0.00% | −133−23.9% | Reduced |
| Resurgent Financial Advisors LLC | 409 | $44.7K | 0.03% | +78+23.6% | Added |
| Westside Investment Management, Inc. | 400 | $43.7K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 378 | $41.3K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 371 | $40.6K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 371 | $40.6K | 0.01% | +371 | New |
| Delta Asset Management LLC | 370 | $40.5K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 353 | $38.6K | 0.00% | −10−2.8% | Reduced |
| CNB Bank | 342 | $37.4K | 0.02% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 334 | $37.0K | 0.01% | −201−37.6% | Reduced |
| First Community Trust NA | 335 | $36.6K | 0.04% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 330 | $36.1K | 0.01% | +1+0.3% | Added |
| America First Investment Advisors, LLC | 326 | $35.7K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 381 | $35.4K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 312 | $34.1K | 0.01% | +1+0.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 304 | $33.2K | 0.00% | +210+223.4% | Added |
| Pinebridge Investments, L.P. | 303 | $33.1K | 0.00% | −2,520−89.3% | Reduced |