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 |
|---|---|---|---|---|---|
| Uncommon Cents Investing LLC | 4,330 | $567.8K | 0.19% | −300−6.5% | Reduced |
| Summit Financial Group Inc | 4,412 | $578.5K | 0.22% | 00.0% | Unchanged |
| Central Trust Co | 4,423 | $579.9K | 0.02% | −431−8.9% | Reduced |
| South State Corp. | 4,447 | $583.1K | 0.05% | −220−4.7% | Reduced |
| Mountain Pacific Investment Advisers Inc | 4,448 | $583.2K | 0.04% | 00.0% | Unchanged |
| Trust Asset Management LLC | 4,466 | $585.6K | 0.06% | 00.0% | Unchanged |
| Sky Investment Group LLC | 4,496 | $589.5K | 0.12% | 00.0% | Unchanged |
| Independent Advisor Alliance | 4,508 | $591.1K | 0.02% | +50+1.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,539 | $596.0K | 0.01% | +1,419+45.5% | Added |
| Fulton Bank, N.A. | 4,623 | $606.2K | 0.03% | −1,426−23.6% | Reduced |
| Regions Financial Corp | 4,655 | $610.4K | 0.01% | −66−1.4% | Reduced |
| Stony Point Wealth Management Inc. | 4,711 | $617.7K | 0.29% | 00.0% | Unchanged |
| Intech Investment Management LLC | 4,714 | $618.1K | 0.01% | −13,835−74.6% | Reduced |
| Crawford Investment Counsel Inc | 4,727 | $619.8K | 0.01% | −271−5.4% | Reduced |
| Quadrant Capital Group LLC | 4,734 | $620.7K | 0.05% | +634+15.5% | Added |
| Keybank National Association | 4,736 | $621.0K | 0.00% | +2,066+77.4% | Added |
| Addison Capital Co | 4,743 | $621.9K | 0.39% | +4,743 | New |
| Meridian Financial Partners LLC | 4,990 | $623.0K | 0.64% | +18+0.4% | Added |
| Flagship Harbor Advisors, LLC | 4,765 | $624.8K | 0.05% | +4,765 | New |
| Lindbrook Capital, LLC | 4,795 | $628.7K | 0.06% | +986+25.9% | Added |
| Qtron Investments LLC | 4,811 | $630.8K | 0.10% | +2,146+80.5% | Added |
| City Holding Co | 4,943 | $648.1K | 0.10% | −1,015−17.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 5,000 | $655.6K | 0.23% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 5,006 | $656.4K | 0.03% | +839+20.1% | Added |
| Leonteq Securities AG | 5,039 | $660.7K | 0.08% | +399+8.6% | Added |
| Wealthspire Advisors, LLC | 5,062 | $663.8K | 0.01% | −7,337−59.2% | Reduced |
| Sumitomo Life Insurance Co | 5,085 | $666.7K | 0.02% | −61−1.2% | Reduced |
| Desjardins Global Asset Management Inc. | 5,120 | $671.3K | 0.07% | −739−12.6% | Reduced |
| Prospera Financial Services Inc | 5,124 | $671.9K | 0.02% | +416+8.8% | Added |
| Aspen Wealth Strategies, LLC | 5,154 | $675.8K | 0.49% | +1,830+55.1% | Added |
| Granite Bay Wealth Management, LLC | 6,300 | $680.0K | 0.01% | −1,056−14.4% | Reduced |
| Forum Financial Management, LP | 5,197 | $681.4K | 0.01% | +10.0% | Added |
| Neville Rodie & Shaw Inc | 5,205 | $682.0K | 0.06% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 5,242 | $687.3K | 0.07% | +313+6.4% | Added |
| First PREMIER Bank | 5,326 | $698.0K | 0.20% | −209−3.8% | Reduced |
| Lowe Brockenbrough & Co Inc | 5,359 | $702.7K | 0.05% | −1,500−21.9% | Reduced |
| Diversified Trust Co | 5,364 | $703.3K | 0.02% | +228+4.4% | Added |
| Prio Wealth Limited Partnership | 5,380 | $705.4K | 0.02% | −340−5.9% | Reduced |
| NEOS Investment Management LLC | 5,391 | $706.9K | 0.07% | +1,647+44.0% | Added |
| Transcendent Capital Group LLC | 5,445 | $713.9K | 0.48% | +5,445 | New |
| Northern Financial Advisors Inc | 5,447 | $714.2K | 0.60% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 5,450 | $714.6K | 0.22% | −1,851−25.4% | Reduced |
| Profund Advisors LLC | 5,499 | $721.0K | 0.03% | +1,172+27.1% | Added |
| Renaissance Group LLC | 5,519 | $724.0K | 0.03% | −77−1.4% | Reduced |
| VCI Wealth Management LLC | 5,591 | $733.1K | 0.45% | +5,591 | New |
| GLOBALT Investments LLC | 5,708 | $748.4K | 0.03% | +5,708 | New |
| Ashton Thomas Private Wealth, LLC | 5,748 | $753.7K | 0.05% | +473+9.0% | Added |
| Spire Wealth Management | 5,932 | $759.1K | 0.03% | −256−4.1% | Reduced |
| Highlander Capital Management, LLC | 5,800 | $760.5K | 0.27% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 5,810 | $761.8K | 0.06% | −4,006−40.8% | Reduced |
| Arden Trust Co | 5,834 | $765.0K | 0.11% | −223−3.7% | Reduced |
| Sawtooth Solutions, LLC | 5,849 | $766.9K | 0.02% | +176+3.1% | Added |
| Bleakley Financial Group, LLC | 5,849 | $766.9K | 0.02% | +176+3.1% | Added |
| National Asset Management, Inc. | 5,864 | $768.8K | 0.02% | −289−4.7% | Reduced |
| Glenview Trust Co | 5,875 | $770.3K | 0.02% | +6+0.1% | Added |
| Graypoint LLC | 5,878 | $770.8K | 0.06% | +376+6.8% | Added |
| La Banque Postale Asset Management SA | 5,965 | $782.1K | 0.02% | −943−13.7% | Reduced |
| Hennessy Advisors Inc | 6,000 | $786.7K | 0.04% | +500+9.1% | Added |
| CSS LLC | 6,000 | $786.7K | 0.06% | +1,500+33.3% | Added |
| Connective Portfolio Management, LLC | 6,000 | $786.7K | 1.60% | +6,000 | New |
| GWM Advisors LLC | 6,058 | $791.8K | 0.01% | −9,406−60.8% | Reduced |
| Greylin Investment Mangement Inc | 6,070 | $795.9K | 0.14% | +100+1.7% | Added |
| Coldstream Capital Management Inc | 6,070 | $795.9K | 0.02% | +432+7.7% | Added |
| Eagle Harbor Asset Management Inc | 6,146 | $805.9K | 0.93% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 6,167 | $808.6K | 0.33% | −23−0.4% | Reduced |
| Umb Bank N A | 6,213 | $814.6K | 0.01% | −99−1.6% | Reduced |
| Kestra Private Wealth Services, LLC | 6,252 | $819.8K | 0.02% | −51−0.8% | Reduced |
| Jefferies Financial Group Inc. | 6,262 | $821.1K | 0.01% | −10,947−63.6% | Reduced |
| Banque Cantonale Vaudoise | 6,272 | $822.0K | 0.04% | −4,486−41.7% | Reduced |
| Apollon Wealth Management, LLC | 6,273 | $822.5K | 0.03% | +2,949+88.7% | Added |
| Cohen Klingenstein LLC | 6,280 | $823.4K | 0.03% | 00.0% | Unchanged |
| Colony Group, LLC | 6,348 | $832.0K | 0.01% | +6,348 | New |
| Axxcess Wealth Management, LLC | 6,353 | $833.0K | 0.02% | +2,685+73.2% | Added |
| CWM, LLC | 6,369 | $835.0K | 0.00% | +1,071+20.2% | Added |
| DoubleLine ETF Adviser LP | 6,373 | $835.6K | 0.24% | +497+8.5% | Added |
| Whitener Capital Management, Inc. | 6,391 | $838.0K | 0.30% | −311−4.6% | Reduced |
| Denali Advisors LLC | 6,400 | $839.2K | 0.26% | 00.0% | Unchanged |
| Arvest Investments, Inc. | 6,513 | $854.0K | 0.14% | +6,513 | New |
| Malaga Cove Capital, LLC | 6,546 | $858.3K | 0.36% | −30.0% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 6,642 | $870.9K | 0.40% | +7+0.1% | Added |
| Principal Securities, Inc. | 6,643 | $871.0K | 0.03% | +6,643 | New |
| Founders Financial Securities LLC | 6,653 | $872.3K | 0.10% | +169+2.6% | Added |
| Cidel Asset Management Inc | 6,685 | $876.5K | 0.04% | +6,685 | New |
| Harbour Investments, Inc. | 6,698 | $878.3K | 0.04% | +808+13.7% | Added |
| E. Ohman J:or Asset Management AB | 6,700 | $878.5K | 0.03% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 6,714 | $880.3K | 0.15% | +6+0.1% | Added |
| EPG Wealth Management LLC | 6,620 | $884.0K | 0.23% | +124+1.9% | Added |
| Barden Capital Management, Inc. | 8,861 | $887.6K | 0.72% | +920+11.6% | Added |
| Savant Capital, LLC | 6,802 | $891.8K | 0.01% | +605+9.8% | Added |
| Arrow Financial Corp | 6,820 | $894.2K | 0.09% | 00.0% | Unchanged |
| RFG Advisory, LLC | 6,852 | $898.4K | 0.04% | +451+7.0% | Added |
| Bank Ozk | 6,857 | $899.1K | 0.44% | −489−6.7% | Reduced |
| Sebold Capital Management, Inc. | 6,998 | $917.6K | 0.68% | −824−10.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 7,034 | $922.3K | 0.01% | +325+4.8% | Added |
| Parallel Advisors, LLC | 7,059 | $925.6K | 0.03% | +374+5.6% | Added |
| HighPoint Advisor Group LLC | 6,638 | $933.0K | 0.07% | +6,638 | New |
| Capital Management Associates | 7,126 | $934.4K | 1.19% | −59−0.8% | Reduced |
| Snowden Capital Advisors LLC | 7,164 | $939.3K | 0.04% | −26,360−78.6% | Reduced |
| Everpar Advisors LLC | 7,205 | $944.7K | 0.44% | +7,205 | New |
| Selway Asset Management | 7,233 | $948.4K | 0.40% | 00.0% | Unchanged |