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
- 1,141
- +143 vs. Q3 2023
- Shares held
- 341.7M
- −880.2K (−0.3%) vs. Q3 2023
- Total value
- $44.8B
- +$11.5B (+34.7%) vs. Q3 2023
- New holders
- 216
- 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 |
|---|---|---|---|---|---|
| Westbourne Investment Advisors, Inc. | 7,270 | $953.0K | 0.38% | −150−2.0% | Reduced |
| Brown Brothers Harriman & Co | 7,315 | $959.1K | 0.01% | −407−5.3% | Reduced |
| Regatta Capital Group, LLC | 7,353 | $964.1K | 0.25% | +195+2.7% | Added |
| Intrust Bank NA | 7,589 | $995.1K | 0.12% | +177+2.4% | Added |
| Asset Dedication, LLC | 7,648 | $1.00M | 0.08% | +945+14.1% | Added |
| Cary Street Partner Investment Advisory LLC | 7,664 | $1.00M | 0.05% | −347−4.3% | Reduced |
| Agf Management Ltd | 7,751 | $1.02M | 0.01% | +2,243+40.7% | Added |
| Family Legacy, Inc. | 7,919 | $1.04M | 0.40% | −45−0.6% | Reduced |
| Sequoia Financial Advisors, LLC | 8,019 | $1.05M | 0.01% | +4,429+123.4% | Added |
| HM Payson & Co | 8,032 | $1.05M | 0.02% | −40.0% | Reduced |
| Vestcor Inc | 8,070 | $1.06M | 0.04% | −97−1.2% | Reduced |
| Main Street Group, LTD | 8,110 | $1.06M | 0.37% | +8,110 | New |
| J. Goldman & Co LP | 8,129 | $1.07M | 0.06% | +8,129 | New |
| Dai-Ichi Life Insurance Company, Ltd | 8,162 | $1.07M | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 8,168 | $1.07M | 0.01% | +5,485+204.4% | Added |
| Ironwood Investment Counsel, LLC | 8,175 | $1.07M | 0.20% | −3,783−31.6% | Reduced |
| Alberta Investment Management Corp | 8,200 | $1.08M | 0.01% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 8,208 | $1.08M | 0.04% | −40.0% | Reduced |
| Leisure Capital Management | 8,281 | $1.09M | 0.59% | −1,414−14.6% | Reduced |
| Navalign, LLC | 8,317 | $1.09M | 0.38% | +481+6.1% | Added |
| JBF Capital, Inc. | 8,350 | $1.09M | 0.21% | −150−1.8% | Reduced |
| Ieq Capital, LLC | 8,420 | $1.10M | 0.02% | +2,481+41.8% | Added |
| CAPROCK Group, Inc. | 8,422 | $1.10M | 0.07% | −623−6.9% | Reduced |
| Pitcairn Co | 8,434 | $1.11M | 0.08% | +1,258+17.5% | Added |
| Degroof Petercam Asset Management | 8,500 | $1.11M | 0.01% | +8,500 | New |
| Meeder Advisory Services, Inc. | 8,727 | $1.14M | 0.13% | +469+5.7% | Added |
| NJ State Employees Deferred Compensation Plan | 8,733 | $1.15M | 0.16% | 00.0% | Unchanged |
| Argent Trust Co | 8,848 | $1.16M | 0.06% | −196−2.2% | Reduced |
| Caxton Associates LP | 8,903 | $1.17M | 0.06% | −974−9.9% | Reduced |
| Gotham Asset Management, LLC | 8,915 | $1.17M | 0.02% | −2,564−22.3% | Reduced |
| Private Advisor Group, LLC | 8,920 | $1.17M | 0.01% | −564−5.9% | Reduced |
| Investment Management Corp of Ontario | 8,953 | $1.17M | 0.03% | +8,953 | New |
| Tokio Marine Asset Management Co Ltd | 9,015 | $1.18M | 0.07% | +764+9.3% | Added |
| Signaturefd, LLC | 9,030 | $1.18M | 0.03% | +366+4.2% | Added |
| Shell Asset Management Co | 9,095 | $1.19M | 0.06% | −2,674−22.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 9,257 | $1.21M | 0.54% | +2,345+33.9% | Added |
| Crestwood Advisors Group LLC | 9,257 | $1.21M | 0.03% | −1,003−9.8% | Reduced |
| Johnson Financial Group, Inc. | 9,289 | $1.22M | 0.07% | +1,178+14.5% | Added |
| Massmutual Trust Co FSB | 9,335 | $1.22M | 0.04% | −13,027−58.3% | Reduced |
| Sargent Investment Group, LLC | 9,423 | $1.24M | 0.27% | +2,880+44.0% | Added |
| Capula Management Ltd | 9,503 | $1.25M | 0.08% | +9,503 | New |
| Great Lakes Retirement, Inc. | 9,564 | $1.25M | 0.21% | +140+1.5% | Added |
| Ossiam | 9,648 | $1.27M | 0.02% | −2,630−21.4% | Reduced |
| Portfolio Design Labs, LLC | 9,655 | $1.27M | 0.48% | +9,655 | New |
| Daymark Wealth Partners, LLC | 9,661 | $1.27M | 0.08% | −1,706−15.0% | Reduced |
| Ritholtz Wealth Management | 9,661 | $1.27M | 0.05% | +2,179+29.1% | Added |
| Allworth Financial LP | 9,695 | $1.27M | 0.01% | +3,128+47.6% | Added |
| Greenleaf Trust | 9,704 | $1.27M | 0.01% | +436+4.7% | Added |
| Cetera Investment Advisers | 9,731 | $1.28M | 0.01% | +782+8.7% | Added |
| Wetherby Asset Management Inc | 9,770 | $1.28M | 0.07% | +279+2.9% | Added |
| Versor Investments LP | 9,775 | $1.28M | 0.26% | +2,856+41.3% | Added |
| FJ Investments, LLC | 9,852 | $1.29M | 0.06% | +9,852 | New |
| Coastal Investment Advisors, Inc. | 9,891 | $1.30M | 0.29% | +225+2.3% | Added |
| Eubel Brady & Suttman Asset Management Inc | 9,904 | $1.30M | 0.17% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 9,974 | $1.31M | 0.23% | +273+2.8% | Added |
| Hunter Perkins Capital Management, LLC | 10,000 | $1.31M | 0.27% | 00.0% | Unchanged |
| Ally Financial Inc. | 10,000 | $1.31M | 0.17% | 00.0% | Unchanged |
| American Assets Inc | 10,000 | $1.31M | 0.51% | 00.0% | Unchanged |
| Wolf Group Capital Advisors | 12,073 | $1.32M | 0.63% | +296+2.5% | Added |
| Culbertson A N & Co Inc | 10,075 | $1.32M | 0.25% | −50−0.5% | Reduced |
| Stephens Inc | 10,263 | $1.35M | 0.02% | −227−2.2% | Reduced |
| Bridges Investment Management Inc | 10,275 | $1.35M | 0.04% | −300−2.8% | Reduced |
| MAI Capital Management | 10,380 | $1.36M | 0.02% | +3,525+51.4% | Added |
| Avestar Capital, LLC | 10,408 | $1.36M | 0.17% | +94+0.9% | Added |
| Kingswood Wealth Advisors, LLC | 10,467 | $1.37M | 0.16% | −106−1.0% | Reduced |
| Ascent Group, LLC | 9,986 | $1.37M | 0.13% | +390+4.1% | Added |
| Canal Capital Management, LLC | 10,634 | $1.39M | 0.26% | +35+0.3% | Added |
| Wedbush Securities Inc | 10,684 | $1.40M | 0.06% | +3,827+55.8% | Added |
| Rehmann Capital Advisory Group | 10,708 | $1.40M | 0.12% | +641+6.4% | Added |
| Credit Agricole S A | 10,875 | $1.43M | 0.03% | +7,287+203.1% | Added |
| Raymond James Trust N.A. | 10,885 | $1.43M | 0.04% | +980+9.9% | Added |
| Choate Investment Advisors | 10,899 | $1.43M | 0.04% | −287−2.6% | Reduced |
| Stratos Wealth Partners, LTD. | 10,901 | $1.43M | 0.03% | −225−2.0% | Reduced |
| Ethic Inc. | 10,924 | $1.43M | 0.04% | −25,575−70.1% | Reduced |
| Paradigm Asset Management Co LLC | 11,000 | $1.44M | 0.38% | −200−1.8% | Reduced |
| Somerset Trust Co | 11,117 | $1.46M | 0.64% | −355−3.1% | Reduced |
| Peapack Gladstone Financial Corp | 11,143 | $1.46M | 0.02% | −830−6.9% | Reduced |
| Stratos Wealth Advisors, LLC | 11,240 | $1.47M | 0.08% | +638+6.0% | Added |
| Courier Capital LLC | 11,407 | $1.50M | 0.11% | −6,732−37.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 11,473 | $1.50M | 0.07% | +520+4.7% | Added |
| United Services Automobile Association | 11,483 | $1.51M | 0.03% | +778+7.3% | Added |
| Dumont & Blake Investment Advisors LLC | 11,506 | $1.51M | 0.47% | −200−1.7% | Reduced |
| Salzhauer Michael | 11,562 | $1.52M | 1.36% | +5,590+93.6% | Added |
| AE Wealth Management LLC | 10,929 | $1.52M | 0.01% | −23,190−68.0% | Reduced |
| Eisler Capital (UK) Ltd. | 11,622 | $1.52M | 0.14% | −138,317−92.2% | Reduced |
| Convergence Investment Partners, LLC | 11,625 | $1.52M | 0.80% | +3,229+38.5% | Added |
| iA Global Asset Management Inc. | 11,624 | $1.52M | 0.04% | +4,439+61.8% | Added |
| Midwest Professional Planners, LTD. | 11,649 | $1.53M | 0.61% | +501+4.5% | Added |
| IMC-Chicago, LLC | 11,675 | $1.53M | 0.05% | −28,534−71.0% | Reduced |
| Evercore Wealth Management, LLC | 11,708 | $1.54M | 0.03% | +45+0.4% | Added |
| Telemus Capital, LLC | 11,819 | $1.55M | 0.13% | −6,937−37.0% | Reduced |
| Two Sigma Securities, LLC | 11,875 | $1.56M | 0.07% | +1,308+12.4% | Added |
| Smith, Salley & Associates | 12,048 | $1.58M | 0.10% | +12,048 | New |
| Northwestern Mutual Investment Management Company, LLC | 12,054 | $1.58M | 0.04% | +14+0.1% | Added |
| Cutler Group LP | 12,068 | $1.58M | 0.22% | −13,729−53.2% | Reduced |
| Vectors Research Management, LLC | 12,081 | $1.58M | 0.45% | −7,754−39.1% | Reduced |
| Transform Wealth, LLC | 12,130 | $1.59M | 0.16% | −818−6.3% | Reduced |
| 17 Capital Partners, LLC | 12,163 | $1.59M | 1.46% | +12,163 | New |
| TownSquare Capital, LLC | 12,219 | $1.60M | 0.03% | −12,495−50.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 12,270 | $1.61M | 0.04% | −485−3.8% | Reduced |