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; 2,129 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 | 2,129 | $107.7B |
| Q1 2026 | 2,081 | $96.4B |
| Q4 2025 | 2,211 | $133.0B |
| Q3 2025 | 2,001 | $116.2B |
| Q2 2025 | 1,961 | $118.8B |
| Q1 2025 | 1,402 | $65.5B |
| Q4 2024 | 1,361 | $64.0B |
| Q3 2024 | 1,228 | $52.1B |
| Q2 2024 | 1,201 | $48.0B |
| Q1 2024 | 1,165 | $52.2B |
| Q4 2023 | 1,141 | $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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 12,296 | $1.61M | 0.04% | +125+1.0% | Added |
| Achmea Investment Management B.V. | 12,298 | $1.61M | 0.03% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 12,286 | $1.63M | 0.06% | +3,235+35.7% | Added |
| Cullen/Frost Bankers, Inc. | 12,426 | $1.63M | 0.03% | −392−3.1% | Reduced |
| Pinebridge Investments, L.P. | 12,573 | $1.65M | 0.02% | +258+2.1% | Added |
| Aviance Capital Partners, LLC | 12,648 | $1.66M | 0.36% | −737−5.5% | Reduced |
| Baldwin Investment Management, LLC | 12,652 | $1.66M | 0.26% | −125−1.0% | Reduced |
| Transcend Wealth Collective, LLC | 12,697 | $1.66M | 0.15% | −19,737−60.9% | Reduced |
| Veriti Management LLC | 12,715 | $1.67M | 0.15% | +1,588+14.3% | Added |
| APG Asset Management N.V. | 14,176 | $1.68M | 0.00% | +1,354+10.6% | Added |
| Everence Capital Management Inc | 12,880 | $1.69M | 0.12% | 00.0% | Unchanged |
| Horizon Investments, LLC | 12,961 | $1.69M | 0.05% | −1,448−10.0% | Reduced |
| Boston Private Wealth LLC | 12,986 | $1.70M | 0.04% | −7−0.1% | Reduced |
| Salem Investment Counselors Inc | 13,100 | $1.72M | 0.06% | +339+2.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 13,142 | $1.72M | 0.01% | −164−1.2% | Reduced |
| Atria Wealth Solutions, Inc. | 13,142 | $1.72M | 0.02% | +2,876+28.0% | Added |
| Qsemble Capital Management, LP | 13,203 | $1.73M | 0.43% | +13,203 | New |
| Vinva Investment Management Ltd | 13,113 | $1.73M | 0.12% | +1,860+16.5% | Added |
| HB Wealth Management, LLC | 13,485 | $1.77M | 0.03% | +106+0.8% | Added |
| Norinchukin Bank, The | 13,502 | $1.77M | 0.04% | −1,494−10.0% | Reduced |
| Peddock Capital Advisors, LLC | 13,513 | $1.77M | 0.54% | +22+0.2% | Added |
| Neuberger Berman Group LLC | 13,521 | $1.77M | 0.00% | +1,443+11.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 13,568 | $1.78M | 0.12% | −95−0.7% | Reduced |
| IMA Wealth, Inc. | 13,584 | $1.78M | 0.89% | −666−4.7% | Reduced |
| AXA S.A. | 13,756 | $1.80M | 0.01% | +448+3.4% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 13,770 | $1.81M | 0.06% | −66−0.5% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 13,771 | $1.81M | 0.07% | +13,771 | New |
| Wealth Advisors of Tampa Bay, LLC | 13,783 | $1.81M | 0.91% | −14,327−51.0% | Reduced |
| Commerce Bank | 13,870 | $1.82M | 0.01% | −198−1.4% | Reduced |
| Empirical Finance, LLC | 13,977 | $1.83M | 0.13% | +13+0.1% | Added |
| Gabelli Funds LLC | 14,050 | $1.84M | 0.01% | −850−5.7% | Reduced |
| Associated Banc-Corp | 14,151 | $1.86M | 0.06% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 14,049 | $1.88M | 0.02% | −604−4.1% | Reduced |
| Orion Portfolio Solutions, LLC | 14,049 | $1.88M | 0.02% | −604−4.1% | Reduced |
| Country Club Bank | 14,330 | $1.89M | 0.14% | −2,356−14.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 14,485 | $1.90M | 0.16% | +730+5.3% | Added |
| AdvisorNet Financial, Inc | 14,523 | $1.90M | 0.18% | −81−0.6% | Reduced |
| Vista Investment Management | 14,903 | $1.95M | 0.91% | −197−1.3% | Reduced |
| Empowered Funds, LLC | 15,095 | $1.98M | 0.05% | +1,130+8.1% | Added |
| FDx Advisors, Inc. | 15,106 | $1.98M | 0.15% | −412−2.7% | Reduced |
| Landscape Capital Management, L.L.C. | 15,155 | $1.99M | 0.18% | +155+1.0% | Added |
| Cornerstone Advisors, LLC | 15,200 | $1.99M | 0.09% | −100−0.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 15,284 | $2.00M | 0.00% | +2,342+18.1% | Added |
| Hudson Canyon Capital Management | 15,302 | $2.01M | 1.46% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 15,502 | $2.03M | 0.10% | −279−1.8% | Reduced |
| Lighthouse Investment Partners, LLC | 15,824 | $2.07M | 0.15% | +15,824 | New |
| EJF Capital LLC | 15,839 | $2.08M | 1.09% | +4,656+41.6% | Added |
| CIBC World Markets Inc. | 16,034 | $2.10M | 0.01% | −122−0.8% | Reduced |
| CIBC Private Wealth Group, LLC | 16,046 | $2.10M | 0.00% | −804−4.8% | Reduced |
| Quantinno Capital Management LP | 16,192 | $2.12M | 0.07% | +8,863+120.9% | Added |
| Two Sigma Investments, LP | 16,200 | $2.12M | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 16,291 | $2.13M | 0.34% | −160−1.0% | Reduced |
| SG Americas Securities, LLC | 16,453 | $2.16M | 0.02% | −52,254−76.1% | Reduced |
| First Horizon Advisors, Inc. | 16,488 | $2.16M | 0.07% | −10,256−38.3% | Reduced |
| Vontobel Holding Ltd. | 16,514 | $2.17M | 0.02% | +8,090+96.0% | Added |
| FineMark National Bank & Trust | 16,545 | $2.17M | 0.09% | +16,545 | New |
| Garrett Investment Advisors LLC | 16,583 | $2.17M | 0.30% | −3,661−18.1% | Reduced |
| Kingsview Wealth Management, LLC | 16,677 | $2.19M | 0.07% | +12,044+260.0% | Added |
| Round Rock Advisors, LLC | 16,840 | $2.21M | 0.56% | +16,840 | New |
| Tiaa Trust, National Association | 16,860 | $2.21M | 0.01% | +10+0.1% | Added |
| YHB Investment Advisors, Inc. | 17,078 | $2.24M | 0.22% | −5,191−23.3% | Reduced |
| Metis Global Partners, LLC | 17,157 | $2.25M | 0.09% | +660+4.0% | Added |
| Bayesian Capital Management, LP | 17,200 | $2.26M | 0.24% | −6,600−27.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 17,348 | $2.27M | 0.03% | −717−4.0% | Reduced |
| Man Group plc | 17,461 | $2.29M | 0.01% | – | – |
| Flputnam Investment Management Co | 17,488 | $2.29M | 0.05% | +2,509+16.8% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 17,535 | $2.30M | 0.18% | +17,535 | New |
| Pinnacle Associates Ltd | 17,609 | $2.31M | 0.04% | +1,112+6.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 17,716 | $2.32M | 0.01% | +1,127+6.8% | Added |
| DF Dent & Co Inc | 17,836 | $2.34M | 0.03% | −1,797−9.2% | Reduced |
| BancorpSouth Bank | 17,875 | $2.34M | 0.19% | +359+2.0% | Added |
| Steel Peak Wealth Management LLC | 18,381 | $2.41M | 0.14% | −14,351−43.8% | Reduced |
| Retireful, LLC | 18,474 | $2.42M | 1.05% | +18,474 | New |
| Tufton Capital Management | 18,793 | $2.46M | 0.52% | −528−2.7% | Reduced |
| Fifth Third Bancorp | 18,879 | $2.48M | 0.01% | −5,036−21.1% | Reduced |
| Morningstar Investment Management LLC | 19,044 | $2.50M | 0.29% | +19,044 | New |
| Cetera Advisor Networks LLC | 19,051 | $2.50M | 0.01% | +19+0.1% | Added |
| Kestra Advisory Services, LLC | 19,054 | $2.50M | 0.02% | +123+0.6% | Added |
| Trust Co of Vermont | 19,217 | $2.52M | 0.17% | −9,191−32.4% | Reduced |
| Walleye Trading LLC | 19,289 | $2.53M | 0.04% | −13,017−40.3% | Reduced |
| Avantax Advisory Services, Inc. | 19,422 | $2.55M | 0.03% | −901−4.4% | Reduced |
| Beacon Pointe Advisors, LLC | 19,447 | $2.55M | 0.03% | +11,398+141.6% | Added |
| Cannell Peter B & Co Inc | 19,509 | $2.56M | 0.08% | −14,925−43.3% | Reduced |
| New Mexico Educational Retirement Board | 19,817 | $2.60M | 0.10% | 00.0% | Unchanged |
| Bessemer Group Inc | 19,975 | $2.62M | 0.01% | −1,059−5.0% | Reduced |
| Weiss Asset Management LP | 19,986 | $2.62M | 0.19% | +19,986 | New |
| 1832 Asset Management L.P. | 19,995 | $2.62M | 0.00% | −464−2.3% | Reduced |
| Paloma Partners Management Co | 20,355 | $2.67M | 0.44% | +20,355 | New |
| Heritage Trust Co | 20,360 | $2.67M | 0.38% | +2,739+15.5% | Added |
| Varma Mutual Pension Insurance Co | 20,400 | $2.67M | 0.03% | +20,400 | New |
| River Wealth Advisors LLC | 20,675 | $2.71M | 0.43% | −2,558−11.0% | Reduced |
| Twin Capital Management Inc | 20,679 | $2.71M | 0.36% | −483−2.3% | Reduced |
| Worth Venture Partners, LLC | 20,723 | $2.72M | 1.47% | +3,062+17.3% | Added |
| Alaska Permanent Fund Corp | 20,797 | $2.73M | 0.04% | −103−0.5% | Reduced |
| Montag A & Associates Inc | 21,318 | $2.80M | 0.16% | +21,268+42,536.0% | Added |
| Blair William & Co | 21,353 | $2.80M | 0.01% | +379+1.8% | Added |
| Oppenheimer & Co Inc | 21,861 | $2.87M | 0.05% | +3,430+18.6% | Added |
| Lazard Asset Management LLC | 22,166 | $2.90M | 0.00% | +8,198+58.7% | Added |
| Legato Capital Management LLC | 22,193 | $2.91M | 0.38% | +5,420+32.3% | Added |
| Eagle Rock Investment Company, LLC | 22,225 | $2.91M | 0.60% | −3,775−14.5% | Reduced |