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.
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 | 2,129 | $107.7B |
| Q1 2026 | 2,081 | $96.4B |
| Q4 2025 | 2,211 | $133.0B |
| Q3 2025 | 2,001 | $116.2B |
| Q2 2025 | 1,961 | $118.8B |
| Q1 2025 | 1,402 | $65.5B |
| Q4 2024 | 1,361 | $64.0B |
| Q3 2024 | 1,228 | $52.1B |
| Q2 2024 | 1,201 | $48.0B |
| Q1 2024 | 1,165 | $52.2B |
| Q4 2023 | 1,141 | $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 |
|---|---|---|---|---|---|
| Syntax Advisors, LLC | 3,281 | $318.4K | 0.28% | +351+12.0% | Added |
| Stonegate Investment Group, LLC | 3,277 | $318.0K | 0.01% | −7−0.2% | Reduced |
| Global Trust Asset Management, LLC | 3,273 | $317.6K | 0.15% | −74−2.2% | Reduced |
| Epoch Investment Partners, Inc. | 3,271 | $317.5K | 0.00% | +188+6.1% | Added |
| Evergreen Capital Management LLC | 3,218 | $312.3K | 0.01% | −63−1.9% | Reduced |
| Conning Inc. | 3,215 | $312.0K | 0.01% | +140+4.6% | Added |
| Zullo Investment Group, Inc. | 3,199 | $310.5K | 0.18% | +498+18.4% | Added |
| XML Financial, LLC | 3,199 | $310.4K | 0.04% | −246−7.1% | Reduced |
| Ingalls & Snyder LLC | 3,190 | $310.0K | 0.01% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 3,190 | $309.6K | 0.10% | −538−14.4% | Reduced |
| Aptus Capital Advisors, LLC | 3,185 | $309.1K | 0.01% | +971+43.9% | Added |
| Atlantic Union Bankshares Corp | 3,170 | $307.6K | 0.03% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 3,138 | $304.5K | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,120 | $303.0K | 0.01% | −400−11.4% | Reduced |
| Empower Advisory Group, LLC | 3,117 | $302.5K | 0.00% | −645−17.1% | Reduced |
| Abbrea Capital, LLC | 3,102 | $301.0K | 0.05% | +142+4.8% | Added |
| Machina Capital S.A.S. | 3,100 | $300.9K | 0.17% | +3,100 | New |
| Lincoln National Corp | 3,075 | $298.4K | 0.01% | +242+8.5% | Added |
| tru Independence LLC | 3,061 | $297.1K | 0.10% | +6+0.2% | Added |
| Sherbrooke Park Advisers LLC | 3,058 | $296.8K | 0.09% | −1,242−28.9% | Reduced |
| Syon Capital LLC | 3,032 | $294.2K | 0.04% | +3,032 | New |
| Viawealth, LLC | 3,030 | $294.1K | 0.22% | −216−6.7% | Reduced |
| 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 |
| Verus Financial Partners, Inc. | 3,008 | $286.4K | 0.04% | +3+0.1% | Added |
| Wedmont Private Capital | 3,035 | $286.3K | 0.03% | −37−1.2% | Reduced |
| ProVise Management Group, LLC | 2,950 | $286.3K | 0.03% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 2,939 | $285.0K | 0.14% | 00.0% | Unchanged |
| Aspiriant, LLC | 2,916 | $283.0K | 0.01% | +216+8.0% | Added |
| Change Path, LLC | 2,870 | $279.0K | 0.02% | −695−19.5% | Reduced |
| Y.D. More Investments Ltd | 2,697 | $276.7K | 0.06% | −659−19.6% | Reduced |
| V-Square Quantitative Management LLC | 2,837 | $275.3K | 0.12% | +1,961+223.9% | Added |
| Harbor Investment Advisory, LLC | 2,831 | $274.7K | 0.04% | −1,983−41.2% | Reduced |
| Summit Trail Advisors, LLC | 2,822 | $273.9K | 0.01% | +225+8.7% | Added |
| TD Waterhouse Canada Inc. | 2,714 | $272.1K | 0.00% | −255−8.6% | Reduced |
| Vident Advisory, LLC | 2,795 | $271.2K | 0.01% | +2,795 | New |
| Cornerstone Wealth Management, LLC | 2,794 | $271.2K | 0.03% | +10.0% | Added |
| Checchi Capital Advisers, LLC | 2,792 | $271.0K | 0.03% | −75−2.6% | Reduced |
| Neo Ivy Capital Management | 2,780 | $270.0K | 0.12% | −493−15.1% | Reduced |
| Jacobi Capital Management LLC | 2,759 | $267.7K | 0.03% | +107+4.0% | Added |
| Smith Chas P & Associates Pa Cpas | 2,753 | $267.0K | 0.02% | 00.0% | Unchanged |
| Cetera Advisors LLC | 2,739 | $265.8K | 0.00% | −511−15.7% | Reduced |
| Pettyjohn, Wood & White, Inc | 2,735 | $265.4K | 0.06% | +600+28.1% | Added |
| Merit Financial Group, LLC | 2,723 | $264.2K | 0.01% | −825−23.3% | Reduced |
| UniSuper Management Pty Ltd | 2,700 | $262.0K | 0.00% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,698 | $261.8K | 0.00% | −388−12.6% | Reduced |
| Stokes Family Office, LLC | 2,695 | $261.5K | 0.03% | +81+3.1% | Added |
| Parsons Capital Management Inc | 2,694 | $261.5K | 0.02% | −85−3.1% | Reduced |
| Ci Investments Inc. | 2,683 | $260.0K | 0.00% | +1,633+155.5% | Added |
| Williams Jones Wealth Management, LLC. | 2,670 | $259.1K | 0.00% | +2,670 | New |
| Keybank National Association | 2,670 | $259.1K | 0.00% | +50+1.9% | Added |
| Perpetual Ltd | 2,669 | $259.0K | 0.00% | −1,873−41.2% | Reduced |
| Qtron Investments LLC | 2,665 | $258.6K | 0.05% | +2,665 | New |
| Echo Street Capital Management LLC | 2,645 | $256.7K | 0.00% | +2,645 | New |
| Probity Advisors, Inc. | 2,639 | $256.1K | 0.06% | −56−2.1% | Reduced |
| WSFS Capital Management, LLC | 2,588 | $251.2K | 0.02% | +15+0.6% | Added |
| Sigma Planning Corp | 2,579 | $250.3K | 0.01% | −16−0.6% | Reduced |
| Riverview Trust Co | 2,541 | $246.6K | 0.22% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 2,539 | $246.4K | 0.06% | −88−3.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,532 | $245.8K | 0.12% | +23+0.9% | Added |
| Vise Technologies, Inc. | 2,514 | $244.0K | 0.06% | −864−25.6% | Reduced |
| 626 Financial, LLC | 2,486 | $241.3K | 0.16% | +591+31.2% | Added |
| Shelton Capital Management | 2,481 | $240.8K | 0.01% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 2,473 | $240.0K | 0.02% | −62−2.4% | Reduced |
| Mount Vernon Associates Inc | 2,450 | $238.0K | 0.26% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 2,414 | $234.3K | 0.03% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 2,410 | $233.7K | 0.01% | +155+6.9% | Added |
| Stock Yards Bank & Trust Co | 2,400 | $232.9K | 0.01% | −119−4.7% | Reduced |
| Brighton Jones LLC | 2,388 | $231.8K | 0.01% | +197+9.0% | Added |
| Provence Wealth Management Group | 2,376 | $230.6K | 0.14% | +2,376 | New |
| Doliver Advisors, LP | 2,370 | $230.0K | 0.07% | 00.0% | Unchanged |
| Marion Wealth Management | 2,366 | $229.6K | 0.08% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 2,340 | $227.1K | 0.01% | −126−5.1% | Reduced |
| Perigon Wealth Management, LLC | 2,332 | $226.3K | 0.01% | −68−2.8% | Reduced |
| J.W. Cole Advisors, Inc. | 2,331 | $226.2K | 0.02% | −107−4.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,325 | $226.0K | 0.00% | −1,500−39.2% | Reduced |
| Welch Group, LLC | 2,327 | $225.8K | 0.01% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 2,304 | $223.6K | 0.05% | −247−9.7% | Reduced |
| Mission Creek Capital Partners, Inc. | 2,295 | $222.7K | 0.07% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,289 | $222.1K | 0.02% | −588−20.4% | Reduced |
| Naples Global Advisors, LLC | 2,277 | $221.0K | 0.03% | 00.0% | Unchanged |
| Romano Brothers and Company | 2,275 | $220.8K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,266 | $219.9K | 0.03% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 2,245 | $217.9K | 0.03% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 2,234 | $216.8K | 0.02% | +2,234 | New |
| Sentry Investment Management LLC | 2,223 | $216.0K | 0.10% | −277−11.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 2,214 | $214.9K | 0.01% | +2,214 | New |
| Tiedemann Advisors, LLC | 2,205 | $214.0K | 0.01% | +2,205 | New |
| Proficio Capital Partners LLC | 2,204 | $213.9K | 0.03% | +130+6.3% | Added |
| Compagnie Lombard Odier SCmA | 2,203 | $213.8K | 0.00% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 2,190 | $212.5K | 0.04% | +170+8.4% | Added |
| Systematic Alpha Investments, LLC | 2,181 | $211.7K | 0.01% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 2,174 | $211.0K | 0.01% | 00.0% | Unchanged |
| Kearns & Associates LLC | 2,170 | $210.6K | 0.20% | 00.0% | Unchanged |
| CX Institutional | 2,167 | $210.3K | 0.01% | +2,167 | New |
| GYL Financial Synergies, LLC | 2,166 | $210.2K | 0.02% | +133+6.5% | Added |
| Tobam | 2,152 | $209.0K | 0.02% | +328+18.0% | Added |
| Salomon & Ludwin, LLC | 2,151 | $208.8K | 0.02% | −181−7.8% | Reduced |
| Strait & Sound Wealth Management LLC | 2,145 | $208.2K | 0.18% | +2,145 | New |
| Western Pacific Wealth Management, LP | 2,140 | $207.7K | 0.17% | +220+11.5% | Added |