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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
Tacita Capital Inc120$15.7K0.01%00.0%Unchanged
Bell Investment Advisors, Inc123$16.1K0.00%00.0%Unchanged
Advisors Preferred, LLC124$16.4K0.00%−19−13.3%Reduced
HHM Wealth Advisors, LLC125$16.4K0.00%00.0%Unchanged
Sittner & Nelson, LLC128$16.8K0.01%00.0%Unchanged
Founders Capital Management132$17.3K0.01%00.0%Unchanged
University of Texas/Texas Am Investment Managment Co136$17.8K0.00%00.0%Unchanged
Plato Investment Management Ltd138$18.1K0.02%+138New
West Oak Capital, LLC150$19.0K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC145$19.0K0.00%+8+5.8%Added
First United Bank Trust152$19.9K0.01%+152New
Private Wealth Management Group, LLC158$20.7K0.01%+158New
Cape Investment Advisory, Inc.159$20.8K0.01%+34+27.2%Added
CGC Financial Services, LLC160$21.0K0.01%+160New
Hexagon Capital Partners LLC160$21.0K0.01%+48+42.9%Added
Cambridge Trust Co165$21.6K0.00%00.0%Unchanged
Ramirez Asset Management, Inc.166$21.8K0.00%00.0%Unchanged
Dividend Assets Capital, LLC165$22.0K0.00%−102−38.2%Reduced
Boyd Watterson Asset Management LLC169$22.2K0.01%00.0%Unchanged
Operose Advisors LLC180$23.6K0.01%00.0%Unchanged
Caitlin John, LLC181$23.7K0.02%+181New
GW&K Investment Management, LLC186$24.0K0.00%+35+23.2%Added
Old Point Trust & Financial Services N A190$24.9K0.01%+190New
Atlas Capital Advisors LLC196$25.7K0.00%00.0%Unchanged
WealthCollab, LLC200$26.2K0.02%+200New
McIlrath & Eck, LLC203$26.6K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC211$27.0K0.01%+199+1,658.3%Added
Hobbs Group Advisors, LLC207$27.1K0.01%+207New
Clear Point Advisors Inc.215$28.2K0.02%+215New
EntryPoint Capital, LLC240$31.5K0.03%+240New
Bartlett & Co. Wealth Management LLC248$32.7K0.00%+218+726.7%Added
McClarren Financial Advisors, Inc.252$33.0K0.03%+2+0.8%Added
Bartlett & Co. LLC248$33.0K0.00%+218+726.7%Added
Carmichael Hill & Associates, Inc.258$33.8K0.01%00.0%Unchanged
Pin Oak Investment Advisors Inc261$34.0K0.03%00.0%Unchanged
Cedar Mountain Advisors, LLC264$34.6K0.01%00.0%Unchanged
Sound Income Strategies, LLC266$34.9K0.00%+139+109.4%Added
Zions Bancorporation, N.A.270$35.4K0.00%+65+31.7%Added
Tortoise Investment Management, LLC271$35.5K0.00%+80+41.9%Added
Bank of New Hampshire278$36.5K0.01%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC286$37.5K0.00%−7−2.4%Reduced
Godsey & Gibb Associates300$39.3K0.00%+300New
Global X Japan Co., Ltd.305$40.0K0.02%+305New
Northwest Financial Advisors307$40.3K0.03%+307New
Towarzystwo Funduszy Inwestycyjnych Pzu SA312$40.9K0.02%+312New
Annapolis Financial Services, LLC314$41.2K0.01%+1+0.3%Added
America First Investment Advisors, LLC326$42.7K0.01%00.0%Unchanged
Glen Eagle Advisors, LLC330$43.3K0.01%00.0%Unchanged
First Community Trust NA335$43.9K0.05%00.0%Unchanged
Venturi Wealth Management, LLC338$44.3K0.00%−55−14.0%Reduced
CNB Bank342$44.8K0.02%00.0%Unchanged
MV Capital Management, Inc.344$45.1K0.01%+105+43.9%Added
Adirondack Trust Co333$45.8K0.02%+243+270.0%Added
Coppell Advisory Solutions LLC351$46.0K0.01%+251+251.0%Added
Headlands Technologies LLC357$46.8K0.01%+357New
Concord Wealth Partners360$47.2K0.01%−363−50.2%Reduced
Delta Asset Management LLC370$48.5K0.00%00.0%Unchanged
Bangor Savings Bank371$48.6K0.01%00.0%Unchanged
Resurgent Financial Advisors LLC372$48.8K0.03%−8−2.1%Reduced
Pinnacle Bancorp, Inc.378$49.6K0.02%00.0%Unchanged
EdgeRock Capital LLC378$51.6K0.04%+378New
Texas Capital Bank Wealth Management Services Inc20,000$51.8K0.01%+20,000New
FinTrust Capital Advisors, LLC398$52.2K0.01%+17+4.5%Added
Westside Investment Management, Inc.400$52.4K0.01%00.0%Unchanged
Acima Private Wealth, LLC401$52.6K0.02%00.0%Unchanged
Spartan Planning & Wealth Management422$55.3K0.06%+419+13,966.7%Added
Core Alternative Capital427$56.0K0.01%−49−10.3%Reduced
Silvant Capital Management LLC444$58.2K0.00%00.0%Unchanged
Colonial Trust Co461$60.9K0.01%−156−25.3%Reduced
MidAtlantic Capital Management, Inc.477$62.5K0.06%+477New
ORG Partners LLC492$64.6K0.01%+444+925.0%Added
Versant Capital Management, Inc524$68.7K0.02%−4−0.8%Reduced
Larson Financial Group LLC529$69.4K0.01%−59−10.0%Reduced
Financial Management Professionals, Inc.532$70.0K0.01%00.0%Unchanged
REAP Financial Group, LLC547$71.7K0.02%+547New
Turtle Creek Wealth Advisors, LLC553$72.5K0.02%+553New
EverSource Wealth Advisors, LLC555$72.8K0.01%−52−8.6%Reduced
TD Private Client Wealth LLC573$75.1K0.00%−154−21.2%Reduced
Toth Financial Advisory Corp585$76.7K0.01%00.0%Unchanged
Able Wealth Management LLC600$78.7K0.07%+600New
Bruce G. Allen Investments, LLC621$81.4K0.07%+621New
Global Financial Private Client, LLC631$82.7K0.04%00.0%Unchanged
Anchor Investment Management, LLC635$83.3K0.01%00.0%Unchanged
Whittier Trust Co of Nevada Inc643$84.3K0.00%−22−3.3%Reduced
Focused Wealth Management, Inc672$88.1K0.01%−178−20.9%Reduced
Planned Solutions, Inc.675$88.5K0.04%+675New
Mendota Financial Group, LLC678$88.9K0.07%00.0%Unchanged
Rothschild Investment LLC680$89.2K0.01%+680New
First Command Advisory Services, Inc.681$89.3K0.00%00.0%Unchanged
Evolution Advisers, Inc.734$97.0K0.06%+69+10.4%Added
Monetary Management Group Inc750$98.3K0.03%00.0%Unchanged
GHP Investment Advisors, Inc.773$101.3K0.01%+4+0.5%Added
Hanson & Doremus Investment Management793$104.0K0.02%+69+9.5%Added
Park Place Capital Corp801$105.0K0.04%+222+38.3%Added
State of Wyoming802$105.2K0.02%+802New
Harvest Fund Management Co., Ltd816$107.0K0.02%−830−50.4%Reduced
Livforsakringsbolaget Skandia, Omsesidigt822$107.8K0.01%+275+50.3%Added
Thompson Siegel & Walmsley LLC825$108.0K0.00%−1,500−64.5%Reduced
Security National Bank850$111.5K0.03%+850New
Pacific Capital Wealth Advisors, Inc861$112.9K0.03%+861New