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 |
|---|---|---|---|---|---|
| Fortress Wealth Group, LLC | 1,900 | $254.0K | 0.15% | +1,900 | New |
| Capital Wealth Planning, LLC | 1,950 | $255.7K | 0.00% | −1,900−49.4% | Reduced |
| Smartleaf Asset Management LLC | 1,972 | $256.4K | 0.07% | +1,972 | New |
| Cim Investment Mangement Inc | 1,970 | $258.3K | 0.08% | +1,970 | New |
| Strait & Sound Wealth Management LLC | 2,050 | $258.5K | 0.16% | −95−4.4% | Reduced |
| KG&L Capital Management,LLC | 1,972 | $258.6K | 0.11% | +1,972 | New |
| Guardian Capital Advisors LP | 1,950 | $260.7K | 0.03% | +1,950 | New |
| Belpointe Asset Management LLC | 1,993 | $261.4K | 0.02% | +1,993 | New |
| 1776 Wealth LLC | 2,000 | $262.2K | 0.13% | +2,000 | New |
| Elk River Wealth Management, LLC | 2,000 | $262.2K | 0.05% | +2,000 | New |
| United Asset Strategies, Inc. | 2,001 | $262.4K | 0.03% | +2,001 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,003 | $262.6K | 0.04% | −134−6.3% | Reduced |
| Doliver Advisors, LP | 2,013 | $263.9K | 0.08% | −357−15.1% | Reduced |
| Greenspring Advisors, LLC | 2,018 | $264.6K | 0.07% | +2,018 | New |
| Romano Brothers and Company | 2,025 | $265.5K | 0.04% | −250−11.0% | Reduced |
| Gallacher Capital Management LLC | 2,033 | $266.6K | 0.15% | −1,435−41.4% | Reduced |
| Stock Yards Bank & Trust Co | 2,047 | $268.4K | 0.01% | −353−14.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,060 | $270.1K | 0.04% | +2,060 | New |
| Point72 Europe (London) LLP | 2,080 | $272.7K | 0.03% | +2,080 | New |
| Insigneo Advisory Services, LLC | 2,081 | $272.9K | 0.04% | +2,081 | New |
| Evergreen Wealth Solutions, LLC | 2,096 | $274.9K | 0.23% | +2,096 | New |
| Foundations Investment Advisors, LLC | 2,048 | $275.6K | 0.01% | +2,048 | New |
| Kovack Advisors, Inc. | 2,104 | $275.9K | 0.03% | 00.0% | Unchanged |
| MQS Management LLC | 2,106 | $276.1K | 0.15% | +2,106 | New |
| Ostrum Asset Management | 2,116 | $277.4K | 0.02% | −3,134−59.7% | Reduced |
| Fiduciary Trust Co | 2,116 | $277.4K | 0.00% | +2,116 | New |
| Baker Avenue Asset Management, LP | 2,118 | $277.7K | 0.01% | +463+28.0% | Added |
| RSM US Wealth Management LLC | 2,122 | $278.2K | 0.01% | +2,122 | New |
| MCF Advisors LLC | 2,136 | $280.0K | 0.02% | +5+0.2% | Added |
| Gilliland Jeter Wealth Management LLC | 2,136 | $280.1K | 0.12% | +2,136 | New |
| Provence Wealth Management Group | 2,142 | $280.9K | 0.15% | −234−9.8% | Reduced |
| Callan Family Office, LLC | 2,147 | $281.5K | 0.07% | +21+1.0% | Added |
| IHT Wealth Management, LLC | 2,154 | $282.5K | 0.01% | +2,154 | New |
| Whittier Trust Co | 2,160 | $283.2K | 0.00% | +841+63.8% | Added |
| Clearstead Advisors, LLC | 2,168 | $284.3K | 0.02% | +93+4.5% | Added |
| Kearns & Associates LLC | 2,170 | $284.5K | 0.24% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 2,174 | $285.1K | 0.01% | 00.0% | Unchanged |
| Truepoint, Inc. | 2,177 | $285.4K | 0.01% | +2,177 | New |
| Systematic Alpha Investments, LLC | 2,181 | $286.0K | 0.01% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 2,181 | $286.0K | 0.02% | +15+0.7% | Added |
| Marcum Wealth, LLC | 2,210 | $289.7K | 0.03% | +2,210 | New |
| James J. Burns & Company, LLC | 2,212 | $290.0K | 0.07% | +2,212 | New |
| Farther Finance Advisors, LLC | 2,215 | $290.4K | 0.02% | +620+38.9% | Added |
| Mission Creek Capital Partners, Inc. | 2,225 | $291.7K | 0.07% | −70−3.1% | Reduced |
| StoneX Group Inc. | 2,250 | $295.1K | 0.03% | +165+7.9% | Added |
| Shelton Capital Management | 2,253 | $295.4K | 0.01% | −228−9.2% | Reduced |
| Mirabella Financial Services LLP | 2,254 | $295.5K | 0.04% | +2,254 | New |
| Atomi Financial Group, Inc. | 2,265 | $297.0K | 0.04% | +2,265 | New |
| Stokes Family Office, LLC | 2,268 | $297.4K | 0.04% | −427−15.8% | Reduced |
| Great Valley Advisor Group, Inc. | 2,274 | $298.2K | 0.01% | −136−5.6% | Reduced |
| Naples Global Advisors, LLC | 2,277 | $298.6K | 0.03% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,294 | $300.8K | 0.04% | +90+4.1% | Added |
| J.W. Cole Advisors, Inc. | 2,303 | $302.0K | 0.02% | −28−1.2% | Reduced |
| AlTi Global, Inc. | 2,311 | $303.0K | 0.01% | +2,311 | New |
| Probity Advisors, Inc. | 2,312 | $303.1K | 0.07% | −327−12.4% | Reduced |
| FFT Wealth Management LLC | 2,325 | $304.9K | 0.03% | +80+3.6% | Added |
| Welch Group, LLC | 2,327 | $305.1K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 2,346 | $307.6K | 0.04% | +2,346 | New |
| Westpac Banking Corp | 2,357 | $309.1K | 0.03% | −1,369−36.7% | Reduced |
| Perigon Wealth Management, LLC | 2,363 | $309.8K | 0.01% | +31+1.3% | Added |
| Marion Wealth Management | 2,366 | $310.2K | 0.10% | 00.0% | Unchanged |
| Viawealth, LLC | 2,379 | $311.9K | 0.21% | −651−21.5% | Reduced |
| WNY Asset Management, LLC | 2,380 | $312.1K | 0.05% | +190+8.7% | Added |
| Watershed Asset Management, L.L.C. | 2,410 | $316.0K | 0.37% | +2,410 | New |
| Matrix Asset Advisors Inc | 2,414 | $316.5K | 0.04% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,417 | $317.0K | 0.02% | +2,417 | New |
| Gateway Investment Advisers LLC | 2,431 | $318.8K | 0.00% | −267−9.9% | Reduced |
| Mount Vernon Associates Inc | 2,450 | $321.0K | 0.31% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 2,462 | $322.8K | 0.01% | +2,462 | New |
| Western Pacific Wealth Management, LP | 2,465 | $323.2K | 0.24% | +325+15.2% | Added |
| Change Path, LLC | 2,479 | $325.0K | 0.02% | −391−13.6% | Reduced |
| Concurrent Investment Advisors, LLC | 2,487 | $326.1K | 0.02% | +2,487 | New |
| Newbridge Financial Services Group, Inc. | 2,520 | $330.4K | 0.16% | −12−0.5% | Reduced |
| Cornerstone Wealth Management, LLC | 2,533 | $332.1K | 0.03% | −261−9.3% | Reduced |
| Moneta Group Investment Advisors LLC | 2,534 | $332.3K | 0.01% | +194+8.3% | Added |
| Riverview Trust Co | 2,536 | $332.5K | 0.34% | −5−0.2% | Reduced |
| Brighton Jones LLC | 2,548 | $334.1K | 0.01% | +160+6.7% | Added |
| WSFS Capital Management, LLC | 2,562 | $335.9K | 0.02% | −26−1.0% | Reduced |
| Manchester Capital Management LLC | 2,570 | $337.0K | 0.05% | +304+13.4% | Added |
| Oxford Financial Group Ltd | 2,573 | $337.4K | 0.02% | +100+4.0% | Added |
| Verition Fund Management LLC | 2,575 | $337.6K | 0.00% | −20,356−88.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,579 | $338.1K | 0.06% | −2,957−53.4% | Reduced |
| 626 Financial, LLC | 2,591 | $339.7K | 0.22% | +105+4.2% | Added |
| Symmetry Partners, LLC | 2,591 | $342.0K | 0.02% | −2,463−48.7% | Reduced |
| Hara Capital LLC | 2,625 | $344.2K | 0.24% | +2,625 | New |
| Vantage Consulting Group Inc | 2,644 | $346.7K | 0.23% | −637−19.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 2,670 | $350.1K | 0.00% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 2,694 | $353.2K | 0.03% | 00.0% | Unchanged |
| Jump Financial, LLC | 2,696 | $353.5K | 0.01% | −5,834−68.4% | Reduced |
| Kathmere Capital Management, LLC | 2,699 | $353.9K | 0.05% | +2,699 | New |
| Pettyjohn, Wood & White, Inc | 2,735 | $358.6K | 0.08% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 2,736 | $358.7K | 0.25% | −1,080−28.3% | Reduced |
| Sunflower Bank, N.A. | 2,736 | $358.7K | 0.08% | +197+7.8% | Added |
| Modera Wealth Management, LLC | 2,747 | $360.1K | 0.01% | −3,284−54.5% | Reduced |
| Smith Chas P & Associates Pa Cpas | 2,753 | $361.0K | 0.02% | 00.0% | Unchanged |
| Gunn & Co Investment Management, Inc. | 2,753 | $361.0K | 0.02% | +2,753 | New |
| Silvercrest Asset Management Group LLC | 2,760 | $361.9K | 0.00% | +651+30.9% | Added |
| Zullo Investment Group, Inc. | 2,760 | $361.9K | 0.19% | −439−13.7% | Reduced |
| Merit Financial Group, LLC | 2,808 | $368.2K | 0.01% | +85+3.1% | Added |
| Lincoln National Corp | 2,824 | $370.3K | 0.01% | −251−8.2% | Reduced |