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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | 2,137 | $207.4K | 0.03% | +3+0.1% | Added |
| MCF Advisors LLC | 2,131 | $206.8K | 0.02% | +6+0.3% | Added |
| Callan Family Office, LLC | 2,126 | $206.3K | 0.05% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 2,109 | $204.7K | 0.00% | −29−1.4% | Reduced |
| Kovack Advisors, Inc. | 2,104 | $204.2K | 0.03% | 00.0% | Unchanged |
| StoneX Group Inc. | 2,085 | $202.3K | 0.02% | −49−2.3% | Reduced |
| Clearstead Advisors, LLC | 2,075 | $201.4K | 0.01% | −25−1.2% | Reduced |
| Ronald Blue Trust, Inc. | 1,777 | $195.0K | 0.00% | +969+119.9% | Added |
| Jones Financial Companies LLLP | 1,977 | $191.9K | 0.00% | −553−21.9% | Reduced |
| Studio Investment Management LLC | 1,945 | $188.8K | 0.05% | +1,574+424.3% | Added |
| Hollencrest Capital Management | 1,936 | $187.9K | 0.02% | 00.0% | Unchanged |
| CKW Financial Group | 1,875 | $182.0K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,754 | $170.2K | 0.01% | −460−20.8% | Reduced |
| Quent Capital, LLC | 1,734 | $168.3K | 0.03% | −54−3.0% | Reduced |
| Deseret Mutual Benefit Administrators | 1,691 | $164.1K | 0.08% | −225−11.7% | Reduced |
| Baker Avenue Asset Management, LP | 1,655 | $160.6K | 0.01% | +9+0.5% | Added |
| Harvest Fund Management Co., Ltd | 1,646 | $160.0K | 0.03% | +173+11.7% | Added |
| Capital Advisors, Ltd. LLC | 1,602 | $155.0K | 0.02% | −3−0.2% | Reduced |
| Farther Finance Advisors, LLC | 1,595 | $154.8K | 0.02% | +38+2.4% | Added |
| Manitou Investment Management Ltd. | 1,500 | $145.6K | 0.03% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,495 | $145.1K | 0.04% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,471 | $142.8K | 0.05% | 00.0% | Unchanged |
| Proequities, Inc. | 1,454 | $141.1K | 0.01% | +68+4.9% | Added |
| Washington Trust Co | 1,429 | $138.7K | 0.01% | 00.0% | Unchanged |
| RVW Wealth, LLC | 1,404 | $136.3K | 0.02% | +1,404 | New |
| Peoples Bank | 1,395 | $135.4K | 0.12% | +1,395 | New |
| Group One Trading, L.P. | 1,373 | $133.3K | 0.01% | +1,373 | New |
| Smithfield Trust Co | 1,342 | $129.0K | 0.01% | +8+0.6% | Added |
| Whittier Trust Co | 1,319 | $128.0K | 0.00% | −248−15.8% | Reduced |
| Norwood Financial Corp | 1,295 | $125.7K | 0.20% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,145 | $111.1K | 0.08% | +1,095+2,190.0% | Added |
| 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 |
| Independence Bank of Kentucky | 1,104 | $107.1K | 0.05% | −100−8.3% | Reduced |
| Alta Advisers Ltd | 1,100 | $106.8K | 0.06% | 00.0% | Unchanged |
| American National Bank | 1,094 | $106.2K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,081 | $104.9K | 0.02% | −1−0.1% | Reduced |
| Emfo, LLC | 1,080 | $104.8K | 0.10% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,055 | $102.4K | 0.03% | −13−1.2% | Reduced |
| Eagle Bay Advisors LLC | 984 | $95.5K | 0.04% | +93+10.4% | Added |
| Tompkins Financial Corp | 926 | $89.9K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 926 | $89.8K | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 942 | $87.3K | 0.00% | −10−1.1% | Reduced |
| Laffer Tengler Investments | 892 | $86.6K | 0.03% | −2,337−72.4% | Reduced |
| Covestor Ltd | 885 | $86.0K | 0.06% | −99−10.1% | Reduced |
| Grove Bank & Trust | 877 | $85.1K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 874 | $84.8K | 0.03% | −68−7.2% | Reduced |
| Focused Wealth Management, Inc | 850 | $82.5K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 825 | $80.0K | 0.02% | +28+3.5% | Added |
| IFP Advisors, Inc | 802 | $77.8K | 0.00% | −39−4.6% | Reduced |
| GHP Investment Advisors, Inc. | 769 | $73.2K | 0.00% | +5+0.7% | Added |
| Monetary Management Group Inc | 750 | $72.8K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 727 | $70.6K | 0.00% | +81+12.5% | Added |
| Concord Wealth Partners | 723 | $70.2K | 0.01% | −3,422−82.6% | Reduced |
| Hanson & Doremus Investment Management | 724 | $70.0K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 681 | $66.1K | 0.00% | +681 | New |
| Mendota Financial Group, LLC | 678 | $65.8K | 0.07% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 666 | $64.6K | 0.00% | +88+15.2% | Added |
| Whittier Trust Co of Nevada Inc | 665 | $64.5K | 0.00% | −268−28.7% | Reduced |
| Evolution Advisers, Inc. | 665 | $64.0K | 0.05% | +665 | New |
| Colonial Trust Co | 617 | $61.7K | 0.02% | +56+10.0% | Added |
| Anchor Investment Management, LLC | 635 | $61.6K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 631 | $60.0K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 607 | $58.9K | 0.01% | +25+4.3% | Added |
| Larson Financial Group LLC | 588 | $57.1K | 0.01% | +576+4,800.0% | Added |
| Toth Financial Advisory Corp | 585 | $56.8K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 579 | $56.2K | 0.02% | −265−31.4% | Reduced |
| First Financial Corp | 572 | $55.5K | 0.03% | +572 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 547 | $53.1K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 532 | $52.0K | 0.01% | −18−3.3% | Reduced |
| Versant Capital Management, Inc | 528 | $51.2K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 492 | $47.7K | 0.01% | +5+1.0% | Added |
| Core Alternative Capital | 476 | $46.2K | 0.01% | −96,445−99.5% | Reduced |
| Sutton Wealth Advisors Inc. | 475 | $46.1K | 0.02% | −43−8.3% | Reduced |
| Silvant Capital Management LLC | 444 | $43.1K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 435 | $42.2K | 0.02% | +152+53.7% | Added |
| Column Capital Advisors, LLC | 433 | $42.0K | 0.01% | −4−0.9% | Reduced |
| Washington Trust Advisors, Inc. | 423 | $41.1K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 401 | $38.9K | 0.02% | −44−9.9% | Reduced |
| Westside Investment Management, Inc. | 400 | $38.8K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 393 | $38.1K | 0.00% | +157+66.5% | Added |
| FinTrust Capital Advisors, LLC | 381 | $37.0K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 380 | $36.9K | 0.03% | −29−7.1% | Reduced |
| Pinnacle Bancorp, Inc. | 378 | $36.7K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 371 | $36.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 370 | $35.9K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 342 | $33.2K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 335 | $32.5K | 0.04% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 330 | $32.0K | 0.01% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 326 | $31.6K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 323 | $31.3K | 0.02% | −598−64.9% | Reduced |
| Annapolis Financial Services, LLC | 313 | $30.4K | 0.01% | +1+0.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 293 | $28.5K | 0.00% | −11−3.6% | Reduced |
| Bank of New Hampshire | 278 | $27.0K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 267 | $26.0K | 0.01% | −67−20.1% | Reduced |
| Cedar Mountain Advisors, LLC | 264 | $25.6K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 258 | $25.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 261 | $25.0K | 0.03% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 250 | $24.0K | 0.02% | +1+0.4% | Added |
| Flaharty Asset Management, LLC | 243 | $23.6K | 0.00% | +243 | New |