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 |
|---|---|---|---|---|---|
| Ameritas Advisory Services, LLC | 2,739 | $370.4K | 0.02% | −685−20.0% | Reduced |
| Harbor Investment Advisory, LLC | 2,831 | $371.2K | 0.04% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 2,837 | $372.0K | 0.01% | +15+0.5% | Added |
| V-Square Quantitative Management LLC | 2,837 | $372.0K | 0.09% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,863 | $375.4K | 0.03% | −275−8.8% | Reduced |
| Vident Advisory, LLC | 2,892 | $379.2K | 0.01% | +97+3.5% | Added |
| Parkside Financial Bank & Trust | 2,900 | $380.2K | 0.07% | +2,408+489.4% | Added |
| Capstone Investment Advisors, LLC | 2,916 | $382.3K | 0.01% | −11,880−80.3% | Reduced |
| Lester Murray Antman dba SimplyRich | 2,939 | $385.0K | 0.13% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 2,937 | $385.1K | 0.04% | +178+6.5% | Added |
| ProVise Management Group, LLC | 2,950 | $386.8K | 0.03% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,952 | $387.1K | 0.03% | +160+5.7% | Added |
| Balentine LLC | 2,986 | $391.5K | 0.01% | −1,526−33.8% | Reduced |
| Platform Technology Partners | 2,860 | $393.2K | 0.15% | −838−22.7% | Reduced |
| Plimoth Trust Co LLC | 3,000 | $393.4K | 0.11% | −190−6.0% | Reduced |
| Hartford Financial Management Inc. | 3,000 | $393.4K | 0.09% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 3,000 | $393.4K | 0.35% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,017 | $395.6K | 0.08% | +3,017 | New |
| tru Independence LLC | 3,067 | $402.1K | 0.12% | +6+0.2% | Added |
| Aspiriant, LLC | 3,074 | $403.1K | 0.02% | +158+5.4% | Added |
| GAMMA Investing LLC | 2,981 | $403.4K | 0.11% | +2,981 | New |
| Empower Advisory Group, LLC | 3,104 | $407.0K | 0.00% | −13−0.4% | Reduced |
| Clarius Group, LLC | 3,157 | $413.9K | 0.03% | −595−15.9% | Reduced |
| Abbrea Capital, LLC | 3,162 | $415.0K | 0.06% | +60+1.9% | Added |
| XML Financial, LLC | 3,167 | $415.3K | 0.04% | −32−1.0% | Reduced |
| Atlantic Union Bankshares Corp | 3,170 | $415.6K | 0.04% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 3,180 | $417.0K | 0.16% | −159−4.8% | Reduced |
| Global Trust Asset Management, LLC | 3,185 | $417.6K | 0.18% | −88−2.7% | Reduced |
| Verus Financial Partners, Inc. | 3,012 | $417.8K | 0.05% | +4+0.1% | Added |
| Ingalls & Snyder LLC | 3,190 | $418.0K | 0.02% | 00.0% | Unchanged |
| Conning Inc. | 3,215 | $421.6K | 0.01% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 3,224 | $422.7K | 0.02% | +990+44.3% | Added |
| Diversified Investment Strategies, LLC | 3,227 | $423.1K | 0.31% | −200−5.8% | Reduced |
| Stonegate Investment Group, LLC | 3,242 | $425.1K | 0.01% | −35−1.1% | Reduced |
| Epoch Investment Partners, Inc. | 3,271 | $428.9K | 0.00% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 3,273 | $429.2K | 0.03% | −449−12.1% | Reduced |
| Aptus Capital Advisors, LLC | 3,300 | $432.7K | 0.01% | +115+3.6% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3,336 | $437.4K | 0.13% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 3,345 | $438.6K | 0.08% | −525−13.6% | Reduced |
| TD Waterhouse Canada Inc. | 3,252 | $439.5K | 0.00% | +538+19.8% | Added |
| Burke & Herbert Bank & Trust Co | 3,386 | $444.0K | 0.32% | +3,386 | New |
| Venture Visionary Partners LLC | 3,397 | $445.5K | 0.02% | −639−15.8% | Reduced |
| Hancock Whitney Corp | 3,401 | $445.9K | 0.02% | +25+0.7% | Added |
| NBC Securities, Inc. | 3,412 | $447.0K | 0.05% | −34−1.0% | Reduced |
| Circle Wealth Management, LLC | 3,410 | $447.1K | 0.01% | −28−0.8% | Reduced |
| Premier Path Wealth Partners, LLC | 3,565 | $447.3K | 0.10% | +3,565 | New |
| Beirne Wealth Consulting Services, LLC | 3,415 | $447.8K | 0.22% | +3,415 | New |
| Penserra Capital Management LLC | 3,436 | $449.0K | 0.01% | −666−16.2% | Reduced |
| First National Trust Co | 3,430 | $449.7K | 0.02% | −30−0.9% | Reduced |
| DFPG Investments, LLC | 3,441 | $449.9K | 0.04% | −327−8.7% | Reduced |
| Concentric Wealth Management, LLC | 3,434 | $450.3K | 0.13% | 00.0% | Unchanged |
| Rockland Trust Co | 3,455 | $453.0K | 0.02% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 3,463 | $454.1K | 0.01% | +763+28.3% | Added |
| Americana Partners, LLC | 3,485 | $456.9K | 0.04% | +10.0% | Added |
| Montecito Bank & Trust | 3,521 | $461.7K | 0.10% | −63−1.8% | Reduced |
| St Germain D J Co Inc | 3,541 | $464.3K | 0.02% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 3,566 | $467.6K | 0.22% | +508+16.6% | Added |
| Joule Financial, LLC | 3,591 | $470.9K | 0.22% | +3,591 | New |
| Connectus Wealth, LLC | 3,596 | $472.0K | 0.01% | +164+4.8% | Added |
| Soltis Investment Advisors LLC | 3,606 | $472.8K | 0.05% | +317+9.6% | Added |
| Marex Group plc | 3,626 | $475.4K | 0.02% | +3,626 | New |
| Evergreen Capital Management LLC | 3,659 | $479.8K | 0.02% | +441+13.7% | Added |
| Resources Investment Advisors, LLC. | 3,667 | $480.8K | 0.01% | +3,667 | New |
| Busey Wealth Management | 3,678 | $482.3K | 0.02% | −822−18.3% | Reduced |
| Equitable Holdings, Inc. | 3,679 | $482.4K | 0.01% | −1,879−33.8% | Reduced |
| Winton Group Ltd | 3,689 | $483.7K | 0.04% | −1,764−32.3% | Reduced |
| Moors & Cabot, Inc. | 3,702 | $485.4K | 0.03% | +31+0.8% | Added |
| Private Trust Co NA | 3,706 | $485.9K | 0.06% | +18+0.5% | Added |
| Cetera Advisors LLC | 3,714 | $487.0K | 0.01% | +975+35.6% | Added |
| RWC Asset Management LLP | 3,716 | $487.2K | 0.03% | +3,716 | New |
| Syon Capital LLC | 3,748 | $491.5K | 0.05% | +716+23.6% | Added |
| ARGA Investment Management, LP | 3,838 | $503.2K | 0.02% | −2,460−39.1% | Reduced |
| Brookstone Capital Management | 3,853 | $505.2K | 0.01% | −540−12.3% | Reduced |
| ClearAlpha Technologies LP | 3,854 | $505.3K | 0.19% | +3,854 | New |
| Baker Tilly Wealth Management, LLC | 3,880 | $508.8K | 0.08% | −1,133−22.6% | Reduced |
| Western Wealth Management, LLC | 3,882 | $509.0K | 0.04% | −39−1.0% | Reduced |
| ISAM Funds (UK) Ltd | 3,887 | $509.7K | 0.36% | +3,887 | New |
| SYSTM Wealth Solutions LLC | 3,917 | $513.6K | 0.07% | +159+4.2% | Added |
| Park Avenue Securities LLC | 3,977 | $521.0K | 0.01% | +277+7.5% | Added |
| Quest Partners LLC | 3,982 | $522.1K | 0.11% | +3,982 | New |
| RMR Wealth Builders | 4,000 | $524.5K | 0.07% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 4,030 | $528.4K | 0.13% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 4,042 | $530.0K | 0.03% | −1,008−20.0% | Reduced |
| Lake Street Advisors Group, LLC | 4,044 | $530.2K | 0.03% | +4,044 | New |
| Cigna Investments Inc | 4,084 | $536.0K | 0.11% | −4−0.1% | Reduced |
| Richwood Investment Advisors, LLC | 4,106 | $538.4K | 0.51% | −125−3.0% | Reduced |
| Citizens Financial Group Inc | 4,126 | $540.9K | 0.02% | +4,126 | New |
| Armstrong Advisory Group, Inc | 4,136 | $542.3K | 0.05% | +190+4.8% | Added |
| Federation des caisses Desjardins du Quebec | 4,160 | $545.5K | 0.01% | −26,053−86.2% | Reduced |
| Jones Financial Companies LLLP | 4,164 | $546.0K | 0.00% | +2,187+110.6% | Added |
| Wedmont Private Capital | 4,096 | $547.7K | 0.04% | +1,061+35.0% | Added |
| Siemens Fonds Invest GmbH | 4,229 | $554.5K | 0.05% | +168+4.1% | Added |
| Ameritas Investment Partners, Inc. | 4,233 | $555.0K | 0.02% | −296−6.5% | Reduced |
| Duff & Phelps Investment Management Co | 4,237 | $555.6K | 0.01% | 00.0% | Unchanged |
| Naples Money Management LLC | 4,245 | $556.6K | 0.52% | +4,245 | New |
| Trustmark National Bank Trust Department | 4,250 | $557.3K | 0.05% | −8,674−67.1% | Reduced |
| LGT Financial Advisors LLC | 4,253 | $557.7K | 0.68% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 4,256 | $558.0K | 0.07% | +67+1.6% | Added |
| Franklin Street Advisors Inc | 4,274 | $560.0K | 0.05% | −50−1.2% | Reduced |
| Gryphon Financial Partners LLC | 3,538 | $561.6K | 0.10% | +114+3.3% | Added |