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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.

Other share classesCOF.PICOF.PJCOF.PKCOF.PLCOF.PN

13F holders, Q3 2023

Institutional positions in Capital One Financial Corp as of Sep 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
1,011
+5 vs. Q2 2023
Shares held
342.9M
−4.23M (−1.2%) vs. Q2 2023
Total value
$33.3B
−$4.64B (−12.2%) vs. Q2 2023
New holders
97
320 more added
Sold out
92
407 more reduced

13 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 1,011 institutions
Q1 2021: 1,017 institutionsQ2 2021: 1,122 institutionsQ3 2021: 1,107 institutionsQ4 2021: 1,140 institutionsQ1 2022: 1,095 institutionsQ2 2022: 1,023 institutionsQ3 2022: 997 institutionsQ4 2022: 1,026 institutionsQ1 2023: 1,009 institutionsQ2 2023: 1,019 institutionsQ3 2023: 1,011 institutionsQ4 2023: 1,142 institutionsQ1 2024: 1,166 institutionsQ2 2024: 1,202 institutionsQ3 2024: 1,229 institutionsQ4 2024: 1,362 institutionsQ1 2025: 1,403 institutionsQ2 2025: 1,962 institutionsQ3 2025: 2,002 institutionsQ4 2025: 2,212 institutionsQ1 2026: 2,082 institutionsQ2 2026: 2,130 institutions
Value heldQ3 2023: $33.3B
Q1 2021: $52.3BQ2 2021: $61.8BQ3 2021: $62.2BQ4 2021: $53.4BQ1 2022: $46.5BQ2 2022: $35.5BQ3 2022: $31.4BQ4 2022: $31.7BQ1 2023: $33.0BQ2 2023: $38.0BQ3 2023: $33.3BQ4 2023: $44.8BQ1 2024: $52.2BQ2 2024: $48.0BQ3 2024: $52.1BQ4 2024: $64.0BQ1 2025: $65.5BQ2 2025: $118.8BQ3 2025: $116.2BQ4 2025: $133.0BQ1 2026: $96.4BQ2 2026: $107.7B
Institutions holding COF and their total value by quarter
QuarterHoldersValue
Q2 20262,130$107.7B
Q1 20262,082$96.4B
Q4 20252,212$133.0B
Q3 20252,002$116.2B
Q2 20251,962$118.8B
Q1 20251,403$65.5B
Q4 20241,362$64.0B
Q3 20241,229$52.1B
Q2 20241,202$48.0B
Q1 20241,166$52.2B
Q4 20231,142$44.8B
Q3 20231,011$33.3B
Q2 20231,019$38.0B
Q1 20231,009$33.0B
Q4 20221,026$31.7B
Q3 2022997$31.4B
Q2 20221,023$35.5B
Q1 20221,095$46.5B
Q4 20211,140$53.4B
Q3 20211,107$62.2B
Q2 20211,122$61.8B
Q1 20211,017$52.3B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Capital One Financial Corp; share changes are against Q2 2023.

Institutions holding COF in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Northwest Capital Management Inc2$1490.00%00.0%Unchanged
Highline Wealth Partners LLC2$1960.00%00.0%Unchanged
Spartan Planning & Wealth Management3$2910.00%+3New
Macroview Investment Management LLC3$2920.00%+3New
Tfo-TDC, LLC3$3280.00%+2+200.0%Added
Sunbelt Securities, Inc.4$3880.00%00.0%Unchanged
Cornerstone Planning Group LLC4$3880.00%+4New
Colonial Trust Advisors6$5820.00%00.0%Unchanged
Perkins Coie Trust Co6$5820.00%+6New
Laurel Wealth Advisors LLC6$5830.00%00.0%Unchanged
Delos Wealth Advisors, LLC6$6150.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC7$6790.00%00.0%Unchanged
Prestige Wealth Management Group LLC7$6800.00%00.0%Unchanged
NewSquare Capital LLC7$7090.00%−100−93.5%Reduced
Cherry Tree Wealth Management, LLC8$7280.00%00.0%Unchanged
SRS Capital Advisors, Inc.8$7770.00%00.0%Unchanged
New England Capital Financial Advisors LLC9$8390.00%00.0%Unchanged
Aspire Private Capital, LLC9$9180.00%00.0%Unchanged
Investors Research Corp10$9710.00%00.0%Unchanged
Tucker Asset Management LLC12$1.17K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC12$1.17K0.00%+12New
Missouri Trust & Investment Co14$1.36K0.00%−94−87.0%Reduced
USA Financial Portformulas Corp14$1.36K0.00%00.0%Unchanged
North Star Investment Management Corp.19$1.84K0.00%00.0%Unchanged
New Millennium Group LLC19$1.84K0.00%00.0%Unchanged
Hoey Investments, Inc20$1.94K0.00%00.0%Unchanged
Avion Wealth25$2.00K0.00%−5−16.7%Reduced
Hazlett, Burt & Watson, Inc.16$2.00K0.00%+16New
Nalls Sherbakoff Group, LLC22$2.14K0.00%00.0%Unchanged
Private Ocean, LLC23$2.23K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC24$2.33K0.00%−36−60.0%Reduced
Rogco, LP24$2.33K0.00%+24New
Wolff Wiese Magana LLC25$2.43K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC26$2.52K0.00%−20−43.5%Reduced
Creative Financial Designs Inc26$2.52K0.00%00.0%Unchanged
Credential Qtrade Securities Inc.27$2.62K0.00%00.0%Unchanged
TCTC Holdings, LLC28$2.72K0.00%+28New
Carmel Capital Partners, LLC28$2.72K0.00%+28New
Carolinas Wealth Consulting LLC27$2.78K0.00%−6−18.2%Reduced
Red Tortoise LLC29$2.81K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC30$2.91K0.00%+30New
TSFG, LLC27$3.00K0.00%00.0%Unchanged
Bartlett & Co. LLC30$3.00K0.00%+30New
Raleigh Capital Management Inc.31$3.04K0.00%00.0%Unchanged
Indiana Trust & Investment Management CO32$3.11K0.00%+32New
Chesapeake Asset Management LLC39$3.78K0.00%+39New
Centennial Bank39$3.79K0.00%00.0%Unchanged
Tyler-Stone Wealth Management37$4.00K0.00%00.0%Unchanged
TFC Financial Management42$4.09K0.00%00.0%Unchanged
Lee Financial Co45$4.37K0.00%00.0%Unchanged
ORG Partners LLC48$4.66K0.00%−440−90.2%Reduced
West Branch Capital LLC49$4.76K0.00%00.0%Unchanged
Montag A & Associates Inc50$4.85K0.00%00.0%Unchanged
PSI Advisors, LLC50$4.85K0.00%00.0%Unchanged
Mascoma Wealth Management LLC51$4.95K0.00%+51New
Caldwell Sutter Capital, Inc.52$5.05K0.00%00.0%Unchanged
Motco53$5.14K0.00%00.0%Unchanged
SJS Investment Consulting Inc.53$5.14K0.00%−1−1.9%Reduced
Baystate Wealth Management LLC53$5.23K0.00%00.0%Unchanged
Gradient Investments LLC58$5.63K0.00%−62−51.7%Reduced
Moisand Fitzgerald Tamayo, LLC60$5.82K0.00%00.0%Unchanged
Coston, McIsaac & Partners65$6.00K0.00%00.0%Unchanged
RFP Financial Group LLC72$6.99K0.00%00.0%Unchanged
Byrne Asset Management LLC73$7.00K0.01%00.0%Unchanged
IAG Wealth Partners, LLC75$7.28K0.00%00.0%Unchanged
Oakworth Capital, Inc.80$7.76K0.00%00.0%Unchanged
WR Wealth Planners, LLC80$7.76K0.00%00.0%Unchanged
Kozak & Associates, Inc.84$7.86K0.00%+49+140.0%Added
Johnson Midwest Financial, LLC86$8.35K0.02%00.0%Unchanged
Abound Wealth Management89$8.66K0.00%00.0%Unchanged
Adirondack Trust Co90$8.73K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.92$8.95K0.00%00.0%Unchanged
Steward Financial Group LLC95$9.00K0.00%−3−3.1%Reduced
Grayhawk Investment Strategies Inc.93$9.03K0.01%00.0%Unchanged
Raffa Wealth Management, LLC93$9.03K0.00%+53+132.5%Added
Coppell Advisory Solutions LLC100$9.30K0.00%−375−78.9%Reduced
Logan Capital Management Inc100$9.71K0.00%00.0%Unchanged
Pacific Center for Financial Services100$9.71K0.00%00.0%Unchanged
Paladin Advisory Group, LLC100$9.71K0.01%00.0%Unchanged
Stephens Consulting, LLC101$9.78K0.00%00.0%Unchanged
Union Savings Bank106$10.3K0.01%+106New
Gables Capital Management Inc.109$10.6K0.01%00.0%Unchanged
Legacy Bridge, LLC110$10.7K0.01%00.0%Unchanged
Hexagon Capital Partners LLC112$10.9K0.00%−14−11.1%Reduced
Cassady Schiller Wealth Management, LLC113$11.0K0.01%00.0%Unchanged
Capital Analysts, LLC109$11.0K0.00%00.0%Unchanged
Tacita Capital Inc120$11.6K0.01%+55+84.6%Added
Bell Investment Advisors, Inc123$11.9K0.00%+10+8.8%Added
Cape Investment Advisory, Inc.125$12.1K0.01%00.0%Unchanged
HHM Wealth Advisors, LLC125$12.1K0.00%00.0%Unchanged
Sound Income Strategies, LLC127$12.4K0.00%00.0%Unchanged
Sittner & Nelson, LLC128$12.4K0.01%00.0%Unchanged
Founders Capital Management132$12.8K0.01%+132New
University of Texas/Texas Am Investment Managment Co136$13.2K0.01%+136New
JFS Wealth Advisors, LLC137$13.3K0.00%+22+19.1%Added
WFA of San Diego, LLC138$13.4K0.01%00.0%Unchanged
Advisors Preferred, LLC143$13.6K0.00%00.0%Unchanged
GW&K Investment Management, LLC151$15.0K0.00%−6−3.8%Reduced
West Oak Capital, LLC150$15.0K0.01%00.0%Unchanged
Cambridge Trust Co165$16.0K0.00%00.0%Unchanged