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 |
|---|---|---|---|---|---|
| Studio Investment Management LLC | 1,945 | $188.8K | 0.05% | +1,574+424.3% | Added |
| Jones Financial Companies LLLP | 1,977 | $191.9K | 0.00% | −553−21.9% | Reduced |
| Ronald Blue Trust, Inc. | 1,777 | $195.0K | 0.00% | +969+119.9% | Added |
| Clearstead Advisors, LLC | 2,075 | $201.4K | 0.01% | −25−1.2% | Reduced |
| StoneX Group Inc. | 2,085 | $202.3K | 0.02% | −49−2.3% | Reduced |
| Kovack Advisors, Inc. | 2,104 | $204.2K | 0.03% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 2,109 | $204.7K | 0.00% | −29−1.4% | Reduced |
| Callan Family Office, LLC | 2,126 | $206.3K | 0.05% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,131 | $206.8K | 0.02% | +6+0.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,137 | $207.4K | 0.03% | +3+0.1% | Added |
| Western Pacific Wealth Management, LP | 2,140 | $207.7K | 0.17% | +220+11.5% | Added |
| Strait & Sound Wealth Management LLC | 2,145 | $208.2K | 0.18% | +2,145 | New |
| Salomon & Ludwin, LLC | 2,151 | $208.8K | 0.02% | −181−7.8% | Reduced |
| Tobam | 2,152 | $209.0K | 0.02% | +328+18.0% | Added |
| GYL Financial Synergies, LLC | 2,166 | $210.2K | 0.02% | +133+6.5% | Added |
| CX Institutional | 2,167 | $210.3K | 0.01% | +2,167 | New |
| Kearns & Associates LLC | 2,170 | $210.6K | 0.20% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 2,174 | $211.0K | 0.01% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 2,181 | $211.7K | 0.01% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 2,190 | $212.5K | 0.04% | +170+8.4% | Added |
| Compagnie Lombard Odier SCmA | 2,203 | $213.8K | 0.00% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,204 | $213.9K | 0.03% | +130+6.3% | Added |
| Tiedemann Advisors, LLC | 2,205 | $214.0K | 0.01% | +2,205 | New |
| Cape Cod Five Cents Savings Bank | 2,214 | $214.9K | 0.01% | +2,214 | New |
| Sentry Investment Management LLC | 2,223 | $216.0K | 0.10% | −277−11.1% | Reduced |
| NorthRock Partners, LLC | 2,234 | $216.8K | 0.02% | +2,234 | New |
| FFT Wealth Management LLC | 2,245 | $217.9K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,266 | $219.9K | 0.03% | 00.0% | Unchanged |
| Romano Brothers and Company | 2,275 | $220.8K | 0.03% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 2,277 | $221.0K | 0.03% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,289 | $222.1K | 0.02% | −588−20.4% | Reduced |
| Mission Creek Capital Partners, Inc. | 2,295 | $222.7K | 0.07% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 2,304 | $223.6K | 0.05% | −247−9.7% | Reduced |
| Welch Group, LLC | 2,327 | $225.8K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 2,325 | $226.0K | 0.00% | −1,500−39.2% | Reduced |
| J.W. Cole Advisors, Inc. | 2,331 | $226.2K | 0.02% | −107−4.4% | Reduced |
| Perigon Wealth Management, LLC | 2,332 | $226.3K | 0.01% | −68−2.8% | Reduced |
| Moneta Group Investment Advisors LLC | 2,340 | $227.1K | 0.01% | −126−5.1% | Reduced |
| Marion Wealth Management | 2,366 | $229.6K | 0.08% | 00.0% | Unchanged |
| Doliver Advisors, LP | 2,370 | $230.0K | 0.07% | 00.0% | Unchanged |
| Provence Wealth Management Group | 2,376 | $230.6K | 0.14% | +2,376 | New |
| Brighton Jones LLC | 2,388 | $231.8K | 0.01% | +197+9.0% | Added |
| Stock Yards Bank & Trust Co | 2,400 | $232.9K | 0.01% | −119−4.7% | Reduced |
| Great Valley Advisor Group, Inc. | 2,410 | $233.7K | 0.01% | +155+6.9% | Added |
| Matrix Asset Advisors Inc | 2,414 | $234.3K | 0.03% | 00.0% | Unchanged |
| Mount Vernon Associates Inc | 2,450 | $238.0K | 0.26% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 2,473 | $240.0K | 0.02% | −62−2.4% | Reduced |
| Shelton Capital Management | 2,481 | $240.8K | 0.01% | 00.0% | Unchanged |
| 626 Financial, LLC | 2,486 | $241.3K | 0.16% | +591+31.2% | Added |
| Vise Technologies, Inc. | 2,514 | $244.0K | 0.06% | −864−25.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,532 | $245.8K | 0.12% | +23+0.9% | Added |
| Sunflower Bank, N.A. | 2,539 | $246.4K | 0.06% | −88−3.3% | Reduced |
| Riverview Trust Co | 2,541 | $246.6K | 0.22% | 00.0% | Unchanged |
| Sigma Planning Corp | 2,579 | $250.3K | 0.01% | −16−0.6% | Reduced |
| WSFS Capital Management, LLC | 2,588 | $251.2K | 0.02% | +15+0.6% | Added |
| Probity Advisors, Inc. | 2,639 | $256.1K | 0.06% | −56−2.1% | Reduced |
| Echo Street Capital Management LLC | 2,645 | $256.7K | 0.00% | +2,645 | New |
| Qtron Investments LLC | 2,665 | $258.6K | 0.05% | +2,665 | New |
| Perpetual Ltd | 2,669 | $259.0K | 0.00% | −1,873−41.2% | Reduced |
| Keybank National Association | 2,670 | $259.1K | 0.00% | +50+1.9% | Added |
| Williams Jones Wealth Management, LLC. | 2,670 | $259.1K | 0.00% | +2,670 | New |
| Ci Investments Inc. | 2,683 | $260.0K | 0.00% | +1,633+155.5% | Added |
| Parsons Capital Management Inc | 2,694 | $261.5K | 0.02% | −85−3.1% | Reduced |
| Stokes Family Office, LLC | 2,695 | $261.5K | 0.03% | +81+3.1% | Added |
| Gateway Investment Advisers LLC | 2,698 | $261.8K | 0.00% | −388−12.6% | Reduced |
| UniSuper Management Pty Ltd | 2,700 | $262.0K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 2,723 | $264.2K | 0.01% | −825−23.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 2,735 | $265.4K | 0.06% | +600+28.1% | Added |
| Cetera Advisors LLC | 2,739 | $265.8K | 0.00% | −511−15.7% | Reduced |
| Smith Chas P & Associates Pa Cpas | 2,753 | $267.0K | 0.02% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 2,759 | $267.7K | 0.03% | +107+4.0% | Added |
| Neo Ivy Capital Management | 2,780 | $270.0K | 0.12% | −493−15.1% | Reduced |
| Checchi Capital Advisers, LLC | 2,792 | $271.0K | 0.03% | −75−2.6% | Reduced |
| Cornerstone Wealth Management, LLC | 2,794 | $271.2K | 0.03% | +10.0% | Added |
| Vident Advisory, LLC | 2,795 | $271.2K | 0.01% | +2,795 | New |
| TD Waterhouse Canada Inc. | 2,714 | $272.1K | 0.00% | −255−8.6% | Reduced |
| Summit Trail Advisors, LLC | 2,822 | $273.9K | 0.01% | +225+8.7% | Added |
| Harbor Investment Advisory, LLC | 2,831 | $274.7K | 0.04% | −1,983−41.2% | Reduced |
| V-Square Quantitative Management LLC | 2,837 | $275.3K | 0.12% | +1,961+223.9% | Added |
| Y.D. More Investments Ltd | 2,697 | $276.7K | 0.06% | −659−19.6% | Reduced |
| Change Path, LLC | 2,870 | $279.0K | 0.02% | −695−19.5% | Reduced |
| Aspiriant, LLC | 2,916 | $283.0K | 0.01% | +216+8.0% | Added |
| Lester Murray Antman dba SimplyRich | 2,939 | $285.0K | 0.14% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 2,950 | $286.3K | 0.03% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,035 | $286.3K | 0.03% | −37−1.2% | Reduced |
| Verus Financial Partners, Inc. | 3,008 | $286.4K | 0.04% | +3+0.1% | Added |
| Hartford Financial Management Inc. | 3,000 | $291.1K | 0.07% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 3,000 | $291.1K | 0.28% | 00.0% | Unchanged |
| Viawealth, LLC | 3,030 | $294.1K | 0.22% | −216−6.7% | Reduced |
| Syon Capital LLC | 3,032 | $294.2K | 0.04% | +3,032 | New |
| Sherbrooke Park Advisers LLC | 3,058 | $296.8K | 0.09% | −1,242−28.9% | Reduced |
| tru Independence LLC | 3,061 | $297.1K | 0.10% | +6+0.2% | Added |
| Lincoln National Corp | 3,075 | $298.4K | 0.01% | +242+8.5% | Added |
| Machina Capital S.A.S. | 3,100 | $300.9K | 0.17% | +3,100 | New |
| Abbrea Capital, LLC | 3,102 | $301.0K | 0.05% | +142+4.8% | Added |
| Empower Advisory Group, LLC | 3,117 | $302.5K | 0.00% | −645−17.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,120 | $303.0K | 0.01% | −400−11.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,138 | $304.5K | 0.03% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 3,170 | $307.6K | 0.03% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 3,185 | $309.1K | 0.01% | +971+43.9% | Added |