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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; 2,129 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: 1,141 institutionsQ1 2024: 1,165 institutionsQ2 2024: 1,201 institutionsQ3 2024: 1,228 institutionsQ4 2024: 1,361 institutionsQ1 2025: 1,402 institutionsQ2 2025: 1,961 institutionsQ3 2025: 2,001 institutionsQ4 2025: 2,211 institutionsQ1 2026: 2,081 institutionsQ2 2026: 2,129 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 20262,129$107.7B
Q1 20262,081$96.4B
Q4 20252,211$133.0B
Q3 20252,001$116.2B
Q2 20251,961$118.8B
Q1 20251,402$65.5B
Q4 20241,361$64.0B
Q3 20241,228$52.1B
Q2 20241,201$48.0B
Q1 20241,165$52.2B
Q4 20231,141$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
MV Capital Management, Inc.239$23.2K0.00%+14+6.2%Added
Earnest Partners LLC214$20.8K0.00%00.0%Unchanged
Zions Bancorporation, N.A.205$19.9K0.00%−2−1.0%Reduced
McIlrath & Eck, LLC203$19.7K0.00%00.0%Unchanged
Investment Research & Advisory Group, Inc.200$19.4K0.01%+200New
Atlas Capital Advisors LLC196$19.0K0.00%00.0%Unchanged
Tortoise Investment Management, LLC191$18.5K0.00%00.0%Unchanged
Operose Advisors LLC180$17.5K0.01%+180New
Boyd Watterson Asset Management LLC169$16.4K0.01%00.0%Unchanged
Ramirez Asset Management, Inc.166$16.1K0.00%+166New
Cambridge Trust Co165$16.0K0.00%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
Advisors Preferred, LLC143$13.6K0.00%00.0%Unchanged
WFA of San Diego, LLC138$13.4K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC137$13.3K0.00%+22+19.1%Added
University of Texas/Texas Am Investment Managment Co136$13.2K0.01%+136New
Founders Capital Management132$12.8K0.01%+132New
Sittner & Nelson, LLC128$12.4K0.01%00.0%Unchanged
Sound Income Strategies, LLC127$12.4K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC125$12.1K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.125$12.1K0.01%00.0%Unchanged
Bell Investment Advisors, Inc123$11.9K0.00%+10+8.8%Added
Tacita Capital Inc120$11.6K0.01%+55+84.6%Added
Capital Analysts, LLC109$11.0K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC113$11.0K0.01%00.0%Unchanged
Hexagon Capital Partners LLC112$10.9K0.00%−14−11.1%Reduced
Legacy Bridge, LLC110$10.7K0.01%00.0%Unchanged
Gables Capital Management Inc.109$10.6K0.01%00.0%Unchanged
Union Savings Bank106$10.3K0.01%+106New
Stephens Consulting, LLC101$9.78K0.00%00.0%Unchanged
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
Coppell Advisory Solutions LLC100$9.30K0.00%−375−78.9%Reduced
Grayhawk Investment Strategies Inc.93$9.03K0.01%00.0%Unchanged
Raffa Wealth Management, LLC93$9.03K0.00%+53+132.5%Added
Steward Financial Group LLC95$9.00K0.00%−3−3.1%Reduced
SOA Wealth Advisors, LLC.92$8.95K0.00%00.0%Unchanged
Adirondack Trust Co90$8.73K0.00%00.0%Unchanged
Abound Wealth Management89$8.66K0.00%00.0%Unchanged
Johnson Midwest Financial, LLC86$8.35K0.02%00.0%Unchanged
Kozak & Associates, Inc.84$7.86K0.00%+49+140.0%Added
Oakworth Capital, Inc.80$7.76K0.00%00.0%Unchanged
WR Wealth Planners, LLC80$7.76K0.00%00.0%Unchanged
IAG Wealth Partners, LLC75$7.28K0.00%00.0%Unchanged
Byrne Asset Management LLC73$7.00K0.01%00.0%Unchanged
RFP Financial Group LLC72$6.99K0.00%00.0%Unchanged
Coston, McIsaac & Partners65$6.00K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC60$5.82K0.00%00.0%Unchanged
Gradient Investments LLC58$5.63K0.00%−62−51.7%Reduced
Baystate Wealth Management LLC53$5.23K0.00%00.0%Unchanged
SJS Investment Consulting Inc.53$5.14K0.00%−1−1.9%Reduced
Motco53$5.14K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.52$5.05K0.00%00.0%Unchanged
Mascoma Wealth Management LLC51$4.95K0.00%+51New
Montag A & Associates Inc50$4.85K0.00%00.0%Unchanged
PSI Advisors, LLC50$4.85K0.00%00.0%Unchanged
West Branch Capital LLC49$4.76K0.00%00.0%Unchanged
ORG Partners LLC48$4.66K0.00%−440−90.2%Reduced
Lee Financial Co45$4.37K0.00%00.0%Unchanged
TFC Financial Management42$4.09K0.00%00.0%Unchanged
Tyler-Stone Wealth Management37$4.00K0.00%00.0%Unchanged
Centennial Bank39$3.79K0.00%00.0%Unchanged
Chesapeake Asset Management LLC39$3.78K0.00%+39New
Indiana Trust & Investment Management CO32$3.11K0.00%+32New
Raleigh Capital Management Inc.31$3.04K0.00%00.0%Unchanged
TSFG, LLC27$3.00K0.00%00.0%Unchanged
Bartlett & Co. LLC30$3.00K0.00%+30New
Bartlett & Co. Wealth Management LLC30$2.91K0.00%+30New
Red Tortoise LLC29$2.81K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC27$2.78K0.00%−6−18.2%Reduced
TCTC Holdings, LLC28$2.72K0.00%+28New
Carmel Capital Partners, LLC28$2.72K0.00%+28New
Credential Qtrade Securities Inc.27$2.62K0.00%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
Wolff Wiese Magana LLC25$2.43K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC24$2.33K0.00%−36−60.0%Reduced
Rogco, LP24$2.33K0.00%+24New
Private Ocean, LLC23$2.23K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC22$2.14K0.00%00.0%Unchanged
Avion Wealth25$2.00K0.00%−5−16.7%Reduced
Hazlett, Burt & Watson, Inc.16$2.00K0.00%+16New
Hoey Investments, Inc20$1.94K0.00%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
Missouri Trust & Investment Co14$1.36K0.00%−94−87.0%Reduced
USA Financial Portformulas Corp14$1.36K0.00%00.0%Unchanged
Tucker Asset Management LLC12$1.17K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC12$1.17K0.00%+12New
Investors Research Corp10$9710.00%00.0%Unchanged
Aspire Private Capital, LLC9$9180.00%00.0%Unchanged
New England Capital Financial Advisors LLC9$8390.00%00.0%Unchanged
SRS Capital Advisors, Inc.8$7770.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC8$7280.00%00.0%Unchanged
NewSquare Capital LLC7$7090.00%−100−93.5%Reduced
Prestige Wealth Management Group LLC7$6800.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC7$6790.00%00.0%Unchanged
Delos Wealth Advisors, LLC6$6150.00%00.0%Unchanged