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.
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,130 | $107.7B |
| Q1 2026 | 2,082 | $96.4B |
| Q4 2025 | 2,212 | $133.0B |
| Q3 2025 | 2,002 | $116.2B |
| Q2 2025 | 1,962 | $118.8B |
| Q1 2025 | 1,403 | $65.5B |
| Q4 2024 | 1,362 | $64.0B |
| Q3 2024 | 1,229 | $52.1B |
| Q2 2024 | 1,202 | $48.0B |
| Q1 2024 | 1,166 | $52.2B |
| Q4 2023 | 1,142 | $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, Q4 2023
Shares, value and share of portfolio for each institution holding Capital One Financial Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 868 | $113.9K | 0.10% | −11,359−92.9% | Reduced |
| Grove Bank & Trust | 877 | $115.0K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 879 | $115.3K | 0.03% | +5+0.6% | Added |
| Benjamin Edwards Inc | 887 | $116.0K | 0.03% | +62+7.5% | Added |
| Laffer Tengler Investments | 892 | $117.0K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,207 | $117.0K | 0.00% | −570−32.1% | Reduced |
| Tompkins Financial Corp | 911 | $119.5K | 0.01% | −15−1.6% | Reduced |
| Barrett & Company, Inc. | 926 | $121.4K | 0.07% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 943 | $124.5K | 0.00% | +943 | New |
| Independence Bank of Kentucky | 1,054 | $138.2K | 0.05% | −50−4.5% | Reduced |
| Covestor Ltd | 1,064 | $140.0K | 0.10% | +179+20.2% | Added |
| American National Bank | 1,094 | $143.4K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,098 | $144.0K | 0.03% | +43+4.1% | Added |
| Alta Advisers Ltd | 1,100 | $144.2K | 0.08% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 1,129 | $148.0K | 0.03% | −371−24.7% | Reduced |
| IFP Advisors, Inc | 1,134 | $148.7K | 0.01% | +332+41.4% | Added |
| Evermay Wealth Management LLC | 1,144 | $150.0K | 0.03% | +4+0.4% | Added |
| Norwood Financial Corp | 1,170 | $153.4K | 0.23% | −125−9.7% | Reduced |
| Caldwell Trust Co | 1,172 | $153.7K | 0.02% | +32+2.8% | Added |
| Global Retirement Partners, LLC | 1,244 | $158.7K | 0.01% | +302+32.1% | Added |
| Glassman Wealth Services | 1,229 | $161.1K | 0.02% | +148+13.7% | Added |
| Peoples Bank | 1,245 | $163.2K | 0.13% | −150−10.8% | Reduced |
| Centiva Capital, LP | 1,250 | $163.9K | 0.01% | +1,250 | New |
| Advisors Asset Management, Inc. | 1,282 | $168.1K | 0.00% | +1,282 | New |
| Heritage Wealth Advisors | 1,285 | $168.5K | 0.01% | −469−26.7% | Reduced |
| Smithfield Trust Co | 1,334 | $176.0K | 0.01% | −8−0.6% | Reduced |
| PGGM Investments | 1,357 | $178.0K | 0.00% | +1,357 | New |
| CKW Financial Group | 1,375 | $180.0K | 0.02% | −500−26.7% | Reduced |
| Proequities, Inc. | 1,395 | $182.9K | 0.01% | −59−4.1% | Reduced |
| Deseret Mutual Benefit Administrators | 1,401 | $183.7K | 0.11% | −290−17.1% | Reduced |
| AJOVista, LLC | 1,404 | $184.1K | 0.23% | +1,404 | New |
| International Assets Investment Management, LLC | 60,962 | $184.7K | 0.02% | −71,509−54.0% | Reduced |
| Washington Trust Co | 1,447 | $189.8K | 0.01% | +18+1.3% | Added |
| Rosenberg Matthew Hamilton | 1,471 | $192.9K | 0.06% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,527 | $200.2K | 0.05% | +32+2.1% | Added |
| Charter Research & Investment Group, Inc. | 1,534 | $201.1K | 0.17% | +1,534 | New |
| Valmark Advisers, Inc. | 1,536 | $201.4K | 0.00% | +1,536 | New |
| Studio Investment Management LLC | 1,537 | $201.5K | 0.05% | −408−21.0% | Reduced |
| Tilt Investment Management Holdings, PBC | 1,543 | $202.3K | 0.22% | +1,543 | New |
| Seven Mile Advisory | 1,544 | $202.4K | 0.18% | +1,544 | New |
| LifePlan Financial, LLC | 1,546 | $202.7K | 0.20% | +1,546 | New |
| HBW Advisory Services LLC | 1,552 | $203.0K | 0.04% | +1,552 | New |
| Cypress Capital Group | 1,551 | $203.4K | 0.03% | +1,551 | New |
| MontVue Capital Management, Inc. | 1,554 | $203.8K | 0.20% | +1,554 | New |
| Portside Wealth Group, LLC | 1,560 | $204.5K | 0.04% | +1,560 | New |
| Linden Thomas Advisory Services, LLC | 1,563 | $204.9K | 0.04% | +1,563 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,570 | $205.9K | 0.13% | +1,570 | New |
| Independent Financial Group, LLC | 1,589 | $208.3K | 0.01% | +1,589 | New |
| Salomon & Ludwin, LLC | 2,151 | $208.8K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,602 | $210.0K | 0.03% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 1,601 | $210.0K | 0.04% | +1,601 | New |
| Ruggaard & Associates LLC | 1,612 | $211.4K | 0.11% | +1,612 | New |
| PDS Planning, Inc | 1,620 | $212.4K | 0.02% | +1,620 | New |
| Chicago Partners Investment Group LLC | 1,624 | $212.9K | 0.01% | +1,624 | New |
| Strategic Equity Management | 1,625 | $213.1K | 0.24% | +1,625 | New |
| Compagnie Lombard Odier SCmA | 1,650 | $216.3K | 0.00% | −553−25.1% | Reduced |
| Partners in Financial Planning | 1,686 | $221.1K | 0.05% | +1,686 | New |
| Mesirow Financial Investment Management, Inc. | 1,695 | $222.2K | 0.01% | +1,695 | New |
| Brevan Howard Capital Management LP | 1,695 | $222.2K | 0.02% | +1,695 | New |
| Integrated Investment Consultants, LLC | 1,704 | $223.4K | 0.07% | +1,704 | New |
| Heartwood Wealth Advisors LLC | 1,704 | $223.4K | 0.03% | +1,704 | New |
| Drive Wealth Management, LLC | 1,714 | $224.8K | 0.07% | +1,714 | New |
| Legacy Capital Group California, Inc. | 1,725 | $226.2K | 0.09% | +1,725 | New |
| Ziegler Capital Management, LLC | 1,733 | $227.2K | 0.01% | +1,733 | New |
| WMS Partners, LLC | 1,737 | $227.8K | 0.02% | +1,737 | New |
| Carnegie Capital Asset Management, LLC | 1,743 | $228.5K | 0.01% | +1,743 | New |
| Money Concepts Capital Corp | 1,747 | $229.0K | 0.02% | +1,747 | New |
| CVA Family Office, LLC | 1,749 | $229.3K | 0.04% | +1,749 | New |
| Vise Technologies, Inc. | 1,757 | $230.4K | 0.05% | −757−30.1% | Reduced |
| Quotient Wealth Partners, LLC | 1,767 | $231.7K | 0.01% | +1,767 | New |
| TCG Advisory Services, LLC | 1,785 | $234.0K | 0.02% | +1,785 | New |
| Fiduciary Family Office, LLC | 1,789 | $234.6K | 0.10% | +1,789 | New |
| Legacy Capital Wealth Partners, LLC | 1,805 | $236.7K | 0.07% | +1,805 | New |
| Paragon Capital Management Ltd | 1,806 | $236.8K | 0.05% | −498−21.6% | Reduced |
| Roman Butler Fullerton & Co | 1,712 | $237.5K | 0.09% | +1,712 | New |
| Advus Financial Partners, LLC | 1,815 | $238.0K | 0.08% | +1,815 | New |
| Princeton Capital Management LLC | 1,817 | $238.2K | 0.10% | +1,817 | New |
| Quent Capital, LLC | 1,819 | $238.6K | 0.03% | +85+4.9% | Added |
| Mathes Company, Inc. | 1,820 | $239.0K | 0.10% | +1,820 | New |
| Blue Barn Wealth, LLC | 1,829 | $239.8K | 0.14% | +1,829 | New |
| Ballentine Partners, LLC | 1,830 | $239.9K | 0.00% | +1,830 | New |
| DAGCO, Inc. | 1,843 | $241.7K | 0.22% | +1,843 | New |
| Dynamic Wealth Strategies, LLC | 1,843 | $241.7K | 0.22% | +1,843 | New |
| Fidelis Capital Partners, LLC | 1,852 | $242.8K | 0.05% | +1,852 | New |
| Keel Point, LLC | 1,855 | $243.2K | 0.03% | +1,855 | New |
| TruWealth Advisors, LLC | 1,858 | $243.6K | 0.02% | +1,858 | New |
| Harbour Trust & Investment Management Co | 1,860 | $243.9K | 0.03% | +1,860 | New |
| Groupama Asset Managment | 1,861 | $244.1K | 0.01% | +1,861 | New |
| Legacy Financial Advisors, Inc. | 1,868 | $244.9K | 0.05% | +1,868 | New |
| Gladstone Institutional Advisory LLC | 1,873 | $245.5K | 0.01% | +1,873 | New |
| Arkadios Wealth Advisors | 1,875 | $245.9K | 0.02% | +1,875 | New |
| Tobam | 1,878 | $246.0K | 0.02% | −274−12.7% | Reduced |
| Walkner Condon Financial Advisors LLC | 1,887 | $247.4K | 0.06% | +1,887 | New |
| Dorsey & Whitney Trust CO LLC | 1,894 | $248.3K | 0.02% | +1,894 | New |
| Capital Investment Advisors, LLC | 1,905 | $249.8K | 0.01% | +1,905 | New |
| Sigma Planning Corp | 1,915 | $251.1K | 0.02% | −664−25.7% | Reduced |
| Fulton Breakefield Broenniman LLC | 1,919 | $251.6K | 0.02% | +1,919 | New |
| Beese Fulmer Investment Management, Inc. | 1,925 | $252.4K | 0.03% | +1,925 | New |
| Sound View Wealth Advisors Group, LLC | 1,927 | $252.7K | 0.03% | +1,927 | New |
| Hollencrest Capital Management | 1,936 | $253.8K | 0.02% | 00.0% | Unchanged |