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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; 2,130 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.

Other share classesCOF.PICOF.PJCOF.PKCOF.PLCOF.PN

13F holders, Q4 2023

Institutional positions in Capital One Financial Corp as of Dec 31, 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
1,142
+144 vs. Q3 2023
Shares held
341.7M
−878.4K (−0.3%) vs. Q3 2023
Total value
$44.8B
+$11.5B (+34.7%) vs. Q3 2023
New holders
217
378 more added
Sold out
73
394 more reduced

13 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 1,142 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: 1,142 institutionsQ1 2024: 1,166 institutionsQ2 2024: 1,202 institutionsQ3 2024: 1,229 institutionsQ4 2024: 1,362 institutionsQ1 2025: 1,403 institutionsQ2 2025: 1,962 institutionsQ3 2025: 2,002 institutionsQ4 2025: 2,212 institutionsQ1 2026: 2,082 institutionsQ2 2026: 2,130 institutions
Value heldQ4 2023: $44.8B
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 20262,130$107.7B
Q1 20262,082$96.4B
Q4 20252,212$133.0B
Q3 20252,002$116.2B
Q2 20251,962$118.8B
Q1 20251,403$65.5B
Q4 20241,362$64.0B
Q3 20241,229$52.1B
Q2 20241,202$48.0B
Q1 20241,166$52.2B
Q4 20231,142$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, Q4 2023

Shares, value and share of portfolio for each institution holding Capital One Financial Corp; share changes are against Q3 2023.

Institutions holding COF in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Tfo-TDC, LLC1$1310.00%−2−66.7%Reduced
Northwest Capital Management Inc2$2020.00%00.0%Unchanged
Highline Wealth Partners LLC2$2670.00%00.0%Unchanged
Pineridge Advisors LLC3$3930.00%+3New
Sunbelt Securities, Inc.4$5240.00%00.0%Unchanged
Cornerstone Planning Group LLC4$5240.00%00.0%Unchanged
NewSquare Capital LLC4$5640.00%−3−42.9%Reduced
Impact Partnership Wealth, LLC5$6560.00%−19−79.2%Reduced
Delos Wealth Advisors, LLC6$7870.00%00.0%Unchanged
Laurel Wealth Advisors LLC6$7870.00%00.0%Unchanged
Colonial Trust Advisors6$7870.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC8$9840.00%00.0%Unchanged
New England Capital Financial Advisors LLC9$1.14K0.00%00.0%Unchanged
RFP Financial Group LLC9$1.18K0.00%−63−87.5%Reduced
Aspire Private Capital, LLC9$1.25K0.00%00.0%Unchanged
Investors Research Corp10$1.31K0.00%00.0%Unchanged
Rakuten Securities, Inc.10$1.31K0.00%+10New
SRS Capital Advisors, Inc.10$1.32K0.00%+2+25.0%Added
Motco12$1.57K0.00%−41−77.4%Reduced
USA Financial Portformulas Corp12$1.57K0.00%−2−14.3%Reduced
Tucker Asset Management LLC12$1.57K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC12$1.57K0.00%+12New
O'Dell Group, LLC14$1.85K0.00%+14New
Hazlett, Burt & Watson, Inc.16$2.00K0.00%00.0%Unchanged
Ables, Iannone, Moore & Associates, Inc.17$2.23K0.00%+17New
Red Tortoise LLC19$2.49K0.00%−10−34.5%Reduced
North Star Investment Management Corp.19$2.49K0.00%00.0%Unchanged
New Millennium Group LLC19$2.49K0.00%00.0%Unchanged
Kapitalo Investimentos Ltda19$2.49K0.00%+19New
Hoey Investments, Inc20$2.62K0.00%00.0%Unchanged
LM Advisors LLC20$2.63K0.00%+20New
Nalls Sherbakoff Group, LLC22$2.88K0.00%00.0%Unchanged
Valued Wealth Advisors LLC31$3.01K0.00%+31New
Private Ocean, LLC23$3.02K0.00%00.0%Unchanged
Frank, Rimerman Advisors LLC23$3.02K0.00%+23New
VisionPoint Advisory Group, LLC24$3.15K0.00%+24New
Wolff Wiese Magana LLC25$3.28K0.00%00.0%Unchanged
Insight Financial Services25$3.28K0.00%+25New
Disciplined Equity Management, Inc.25$3.28K0.00%+25New
Plante Moran Financial Advisors, LLC26$3.41K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC26$3.41K0.00%+19+271.4%Added
Credential Qtrade Securities Inc.27$3.54K0.00%00.0%Unchanged
TCTC Holdings, LLC28$3.67K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.30$3.93K0.00%+30New
Tennessee Valley Asset Management Partners30$3.98K0.00%+30New
Avion Wealth31$4.00K0.00%+6+24.0%Added
Long Island Wealth Management, Inc.34$4.00K0.00%+34New
Indiana Trust & Investment Management CO32$4.20K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC32$4.25K0.00%+5+18.5%Added
Kozak & Associates, Inc.35$4.49K0.00%−49−58.3%Reduced
TFC Financial Management35$4.61K0.00%−7−16.7%Reduced
Tyler-Stone Wealth Management37$4.85K0.00%00.0%Unchanged
Aspect Partners, LLC37$4.85K0.00%+37New
Chesapeake Asset Management LLC39$5.11K0.00%00.0%Unchanged
ClariVest Asset Management LLC41$5.38K0.00%+41New
Oakworth Capital, Inc.42$5.51K0.00%−38−47.5%Reduced
Missouri Trust & Investment Co44$5.77K0.00%+30+214.3%Added
Cetera Trust Company, N.A46$6.03K0.00%+46New
Planning Capital Management Corp48$6.29K0.00%+48New
CoreFirst Bank & Trust50$6.56K0.00%−1,095−95.6%Reduced
PSI Advisors, LLC50$6.56K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.52$6.82K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.53$6.95K0.00%−370−87.5%Reduced
Wetzel Investment Advisors, Inc.50$7.00K0.00%+50New
Sofos Investments, Inc.55$7.21K0.00%−990−94.7%Reduced
Baystate Wealth Management LLC57$7.50K0.00%+4+7.5%Added
Gradient Investments LLC58$7.61K0.00%00.0%Unchanged
SJS Investment Consulting Inc.59$7.74K0.00%+6+11.3%Added
Frazier Financial Advisors, LLC59$7.74K0.01%+59New
Moisand Fitzgerald Tamayo, LLC60$7.87K0.00%00.0%Unchanged
Coston, McIsaac & Partners65$8.00K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC68$8.99K0.00%+61+871.4%Added
Dogwood Wealth Management LLC70$9.23K0.01%+70New
Arlington Partners LLC73$9.57K0.00%+73New
Byrne Asset Management LLC73$9.57K0.01%00.0%Unchanged
IAG Wealth Partners, LLC75$9.83K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC75$9.83K0.00%+75New
Raleigh Capital Management Inc.77$10.0K0.00%+46+148.4%Added
Creative Financial Designs Inc78$10.2K0.00%+52+200.0%Added
Arlington Trust Co LLC84$11.0K0.00%+84New
West Branch Capital LLC89$11.7K0.01%+40+81.6%Added
Centennial Bank89$11.7K0.01%+50+128.2%Added
Abound Wealth Management89$11.7K0.00%00.0%Unchanged
Tradition Wealth Management, LLC91$12.0K0.00%+91New
SOA Wealth Advisors, LLC.92$12.1K0.00%00.0%Unchanged
Raffa Wealth Management, LLC93$12.2K0.00%00.0%Unchanged
Grayhawk Investment Strategies Inc.93$12.2K0.01%00.0%Unchanged
Logan Capital Management Inc100$13.1K0.00%00.0%Unchanged
Pacific Center for Financial Services100$13.1K0.00%00.0%Unchanged
Rockbridge Investment Management, LCC100$13.1K0.00%+100New
Stephens Consulting, LLC101$13.2K0.00%00.0%Unchanged
Eagle Bay Advisors LLC102$13.3K0.01%−882−89.6%Reduced
Kathleen S. Wright Associates Inc.102$13.4K0.01%+102New
Union Savings Bank106$13.9K0.01%00.0%Unchanged
Capital Analysts, LLC109$14.0K0.00%00.0%Unchanged
Lee Financial Co107$14.0K0.00%+62+137.8%Added
Gables Capital Management Inc.109$14.3K0.01%00.0%Unchanged
Sachetta, LLC109$14.3K0.01%+109New
Legacy Bridge, LLC110$14.4K0.01%00.0%Unchanged
ICA Group Wealth Management, LLC114$14.9K0.00%+114New