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, 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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Capital One Financial Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ramirez Asset Management, Inc. | 166 | $16.1K | 0.00% | +166 | New |
| Boyd Watterson Asset Management LLC | 169 | $16.4K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 180 | $17.5K | 0.01% | +180 | New |
| Tortoise Investment Management, LLC | 191 | $18.5K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 196 | $19.0K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 200 | $19.4K | 0.01% | +200 | New |
| McIlrath & Eck, LLC | 203 | $19.7K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 205 | $19.9K | 0.00% | −2−1.0% | Reduced |
| Earnest Partners LLC | 214 | $20.8K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 239 | $23.2K | 0.00% | +14+6.2% | Added |
| Flaharty Asset Management, LLC | 243 | $23.6K | 0.00% | +243 | New |
| McClarren Financial Advisors, Inc. | 250 | $24.0K | 0.02% | +1+0.4% | Added |
| Pin Oak Investment Advisors Inc | 261 | $25.0K | 0.03% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 258 | $25.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 264 | $25.6K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 267 | $26.0K | 0.01% | −67−20.1% | Reduced |
| Bank of New Hampshire | 278 | $27.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 293 | $28.5K | 0.00% | −11−3.6% | Reduced |
| Annapolis Financial Services, LLC | 313 | $30.4K | 0.01% | +1+0.3% | Added |
| PFG Private Wealth Management, LLC | 323 | $31.3K | 0.02% | −598−64.9% | Reduced |
| America First Investment Advisors, LLC | 326 | $31.6K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 330 | $32.0K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 335 | $32.5K | 0.04% | 00.0% | Unchanged |
| CNB Bank | 342 | $33.2K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 370 | $35.9K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 371 | $36.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 378 | $36.7K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 380 | $36.9K | 0.03% | −29−7.1% | Reduced |
| FinTrust Capital Advisors, LLC | 381 | $37.0K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 393 | $38.1K | 0.00% | +157+66.5% | Added |
| Westside Investment Management, Inc. | 400 | $38.8K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 401 | $38.9K | 0.02% | −44−9.9% | Reduced |
| Washington Trust Advisors, Inc. | 423 | $41.1K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 433 | $42.0K | 0.01% | −4−0.9% | Reduced |
| West Tower Group, LLC | 435 | $42.2K | 0.02% | +152+53.7% | Added |
| Silvant Capital Management LLC | 444 | $43.1K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 475 | $46.1K | 0.02% | −43−8.3% | Reduced |
| Core Alternative Capital | 476 | $46.2K | 0.01% | −96,445−99.5% | Reduced |
| Parkside Financial Bank & Trust | 492 | $47.7K | 0.01% | +5+1.0% | Added |
| Versant Capital Management, Inc | 528 | $51.2K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 532 | $52.0K | 0.01% | −18−3.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 547 | $53.1K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 572 | $55.5K | 0.03% | +572 | New |
| Park Place Capital Corp | 579 | $56.2K | 0.02% | −265−31.4% | Reduced |
| Toth Financial Advisory Corp | 585 | $56.8K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 588 | $57.1K | 0.01% | +576+4,800.0% | Added |
| EverSource Wealth Advisors, LLC | 607 | $58.9K | 0.01% | +25+4.3% | Added |
| Global Financial Private Client, LLC | 631 | $60.0K | 0.03% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 635 | $61.6K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 617 | $61.7K | 0.02% | +56+10.0% | Added |
| Evolution Advisers, Inc. | 665 | $64.0K | 0.05% | +665 | New |
| Whittier Trust Co of Nevada Inc | 665 | $64.5K | 0.00% | −268−28.7% | Reduced |
| Itau Unibanco Holding S.A. | 666 | $64.6K | 0.00% | +88+15.2% | Added |
| Mendota Financial Group, LLC | 678 | $65.8K | 0.07% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 681 | $66.1K | 0.00% | +681 | New |
| Hanson & Doremus Investment Management | 724 | $70.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 723 | $70.2K | 0.01% | −3,422−82.6% | Reduced |
| TD Private Client Wealth LLC | 727 | $70.6K | 0.00% | +81+12.5% | Added |
| Monetary Management Group Inc | 750 | $72.8K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 769 | $73.2K | 0.00% | +5+0.7% | Added |
| IFP Advisors, Inc | 802 | $77.8K | 0.00% | −39−4.6% | Reduced |
| Benjamin Edwards Inc | 825 | $80.0K | 0.02% | +28+3.5% | Added |
| Focused Wealth Management, Inc | 850 | $82.5K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 874 | $84.8K | 0.03% | −68−7.2% | Reduced |
| Grove Bank & Trust | 877 | $85.1K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 885 | $86.0K | 0.06% | −99−10.1% | Reduced |
| Laffer Tengler Investments | 892 | $86.6K | 0.03% | −2,337−72.4% | Reduced |
| Global Retirement Partners, LLC | 942 | $87.3K | 0.00% | −10−1.1% | Reduced |
| Barrett & Company, Inc. | 926 | $89.8K | 0.05% | 00.0% | Unchanged |
| Tompkins Financial Corp | 926 | $89.9K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 984 | $95.5K | 0.04% | +93+10.4% | Added |
| JJJ Advisors Inc. | 1,055 | $102.4K | 0.03% | −13−1.2% | Reduced |
| Emfo, LLC | 1,080 | $104.8K | 0.10% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,081 | $104.9K | 0.02% | −1−0.1% | Reduced |
| American National Bank | 1,094 | $106.2K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,100 | $106.8K | 0.06% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,104 | $107.1K | 0.05% | −100−8.3% | Reduced |
| Evermay Wealth Management LLC | 1,140 | $110.6K | 0.02% | −50−4.2% | Reduced |
| Caldwell Trust Co | 1,140 | $110.6K | 0.02% | +114+11.1% | Added |
| CoreFirst Bank & Trust | 1,145 | $111.1K | 0.08% | +1,095+2,190.0% | Added |
| Norwood Financial Corp | 1,295 | $125.7K | 0.20% | 00.0% | Unchanged |
| Whittier Trust Co | 1,319 | $128.0K | 0.00% | −248−15.8% | Reduced |
| Smithfield Trust Co | 1,342 | $129.0K | 0.01% | +8+0.6% | Added |
| Group One Trading, L.P. | 1,373 | $133.3K | 0.01% | +1,373 | New |
| Peoples Bank | 1,395 | $135.4K | 0.12% | +1,395 | New |
| RVW Wealth, LLC | 1,404 | $136.3K | 0.02% | +1,404 | New |
| Washington Trust Co | 1,429 | $138.7K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 1,454 | $141.1K | 0.01% | +68+4.9% | Added |
| Rosenberg Matthew Hamilton | 1,471 | $142.8K | 0.05% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,495 | $145.1K | 0.04% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 1,500 | $145.6K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,595 | $154.8K | 0.02% | +38+2.4% | Added |
| Capital Advisors, Ltd. LLC | 1,602 | $155.0K | 0.02% | −3−0.2% | Reduced |
| Harvest Fund Management Co., Ltd | 1,646 | $160.0K | 0.03% | +173+11.7% | Added |
| Baker Avenue Asset Management, LP | 1,655 | $160.6K | 0.01% | +9+0.5% | Added |
| Deseret Mutual Benefit Administrators | 1,691 | $164.1K | 0.08% | −225−11.7% | Reduced |
| Quent Capital, LLC | 1,734 | $168.3K | 0.03% | −54−3.0% | Reduced |
| Heritage Wealth Advisors | 1,754 | $170.2K | 0.01% | −460−20.8% | Reduced |
| CKW Financial Group | 1,875 | $182.0K | 0.03% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,936 | $187.9K | 0.02% | 00.0% | Unchanged |