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 |
|---|---|---|---|---|---|
| Capula Management Ltd | 9,503 | $1.25M | 0.08% | +9,503 | New |
| Sargent Investment Group, LLC | 9,423 | $1.24M | 0.27% | +2,880+44.0% | Added |
| Massmutual Trust Co FSB | 9,335 | $1.22M | 0.04% | −13,027−58.3% | Reduced |
| Johnson Financial Group, Inc. | 9,289 | $1.22M | 0.07% | +1,178+14.5% | Added |
| Crestwood Advisors Group LLC | 9,257 | $1.21M | 0.03% | −1,003−9.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 9,257 | $1.21M | 0.54% | +2,345+33.9% | Added |
| Shell Asset Management Co | 9,095 | $1.19M | 0.06% | −2,674−22.7% | Reduced |
| Signaturefd, LLC | 9,030 | $1.18M | 0.03% | +366+4.2% | Added |
| Tokio Marine Asset Management Co Ltd | 9,015 | $1.18M | 0.07% | +764+9.3% | Added |
| Investment Management Corp of Ontario | 8,953 | $1.17M | 0.03% | +8,953 | New |
| Private Advisor Group, LLC | 8,920 | $1.17M | 0.01% | −564−5.9% | Reduced |
| Gotham Asset Management, LLC | 8,915 | $1.17M | 0.02% | −2,564−22.3% | Reduced |
| Caxton Associates LP | 8,903 | $1.17M | 0.06% | −974−9.9% | Reduced |
| Argent Trust Co | 8,848 | $1.16M | 0.06% | −196−2.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 8,733 | $1.15M | 0.16% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 8,727 | $1.14M | 0.13% | +469+5.7% | Added |
| Degroof Petercam Asset Management | 8,500 | $1.11M | 0.01% | +8,500 | New |
| Pitcairn Co | 8,434 | $1.11M | 0.08% | +1,258+17.5% | Added |
| CAPROCK Group, Inc. | 8,422 | $1.10M | 0.07% | −623−6.9% | Reduced |
| Ieq Capital, LLC | 8,420 | $1.10M | 0.02% | +2,481+41.8% | Added |
| JBF Capital, Inc. | 8,350 | $1.09M | 0.21% | −150−1.8% | Reduced |
| Navalign, LLC | 8,317 | $1.09M | 0.38% | +481+6.1% | Added |
| Leisure Capital Management | 8,281 | $1.09M | 0.59% | −1,414−14.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 8,208 | $1.08M | 0.04% | −40.0% | Reduced |
| Alberta Investment Management Corp | 8,200 | $1.08M | 0.01% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 8,175 | $1.07M | 0.20% | −3,783−31.6% | Reduced |
| Ci Investments Inc. | 8,168 | $1.07M | 0.01% | +5,485+204.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 8,162 | $1.07M | 0.02% | 00.0% | Unchanged |
| J. Goldman & Co LP | 8,129 | $1.07M | 0.06% | +8,129 | New |
| Main Street Group, LTD | 8,110 | $1.06M | 0.37% | +8,110 | New |
| Vestcor Inc | 8,070 | $1.06M | 0.04% | −97−1.2% | Reduced |
| HM Payson & Co | 8,032 | $1.05M | 0.02% | −40.0% | Reduced |
| Sequoia Financial Advisors, LLC | 8,019 | $1.05M | 0.01% | +4,429+123.4% | Added |
| Family Legacy, Inc. | 7,919 | $1.04M | 0.40% | −45−0.6% | Reduced |
| Agf Management Ltd | 7,751 | $1.02M | 0.01% | +2,243+40.7% | Added |
| Cary Street Partner Investment Advisory LLC | 7,664 | $1.00M | 0.05% | −347−4.3% | Reduced |
| Asset Dedication, LLC | 7,648 | $1.00M | 0.08% | +945+14.1% | Added |
| Intrust Bank NA | 7,589 | $995.1K | 0.12% | +177+2.4% | Added |
| Regatta Capital Group, LLC | 7,353 | $964.1K | 0.25% | +195+2.7% | Added |
| Brown Brothers Harriman & Co | 7,315 | $959.1K | 0.01% | −407−5.3% | Reduced |
| Westbourne Investment Advisors, Inc. | 7,270 | $953.0K | 0.38% | −150−2.0% | Reduced |
| GTS Securities LLC | 7,237 | $948.9K | 0.02% | +7,237 | New |
| Selway Asset Management | 7,233 | $948.4K | 0.40% | 00.0% | Unchanged |
| Everpar Advisors LLC | 7,205 | $944.7K | 0.44% | +7,205 | New |
| Snowden Capital Advisors LLC | 7,164 | $939.3K | 0.04% | −26,360−78.6% | Reduced |
| Capital Management Associates | 7,126 | $934.4K | 1.19% | −59−0.8% | Reduced |
| HighPoint Advisor Group LLC | 6,638 | $933.0K | 0.07% | +6,638 | New |
| Parallel Advisors, LLC | 7,059 | $925.6K | 0.03% | +374+5.6% | Added |
| Prime Capital Investment Advisors, LLC | 7,034 | $922.3K | 0.01% | +325+4.8% | Added |
| Sebold Capital Management, Inc. | 6,998 | $917.6K | 0.68% | −824−10.5% | Reduced |
| Bank Ozk | 6,857 | $899.1K | 0.44% | −489−6.7% | Reduced |
| RFG Advisory, LLC | 6,852 | $898.4K | 0.04% | +451+7.0% | Added |
| Arrow Financial Corp | 6,820 | $894.2K | 0.09% | 00.0% | Unchanged |
| Savant Capital, LLC | 6,802 | $891.8K | 0.01% | +605+9.8% | Added |
| Barden Capital Management, Inc. | 8,861 | $887.6K | 0.72% | +920+11.6% | Added |
| EPG Wealth Management LLC | 6,620 | $884.0K | 0.23% | +124+1.9% | Added |
| Institutional & Family Asset Management, LLC | 6,714 | $880.3K | 0.15% | +6+0.1% | Added |
| E. Ohman J:or Asset Management AB | 6,700 | $878.5K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6,698 | $878.3K | 0.04% | +808+13.7% | Added |
| Cidel Asset Management Inc | 6,685 | $876.5K | 0.04% | +6,685 | New |
| Founders Financial Securities LLC | 6,653 | $872.3K | 0.10% | +169+2.6% | Added |
| Principal Securities, Inc. | 6,643 | $871.0K | 0.03% | +6,643 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 6,642 | $870.9K | 0.40% | +7+0.1% | Added |
| Malaga Cove Capital, LLC | 6,546 | $858.3K | 0.36% | −30.0% | Reduced |
| Arvest Investments, Inc. | 6,513 | $854.0K | 0.14% | +6,513 | New |
| Denali Advisors LLC | 6,400 | $839.2K | 0.26% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 6,391 | $838.0K | 0.30% | −311−4.6% | Reduced |
| DoubleLine ETF Adviser LP | 6,373 | $835.6K | 0.24% | +497+8.5% | Added |
| CWM, LLC | 6,369 | $835.0K | 0.00% | +1,071+20.2% | Added |
| Axxcess Wealth Management, LLC | 6,353 | $833.0K | 0.02% | +2,685+73.2% | Added |
| Colony Group, LLC | 6,348 | $832.0K | 0.01% | +6,348 | New |
| Cohen Klingenstein LLC | 6,280 | $823.4K | 0.03% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 6,273 | $822.5K | 0.03% | +2,949+88.7% | Added |
| Banque Cantonale Vaudoise | 6,272 | $822.0K | 0.04% | −4,486−41.7% | Reduced |
| Jefferies Financial Group Inc. | 6,262 | $821.1K | 0.01% | −10,947−63.6% | Reduced |
| Kestra Private Wealth Services, LLC | 6,252 | $819.8K | 0.02% | −51−0.8% | Reduced |
| Umb Bank N A | 6,213 | $814.6K | 0.01% | −99−1.6% | Reduced |
| Jeppson Wealth Management, LLC | 6,167 | $808.6K | 0.33% | −23−0.4% | Reduced |
| Eagle Harbor Asset Management Inc | 6,146 | $805.9K | 0.93% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 6,070 | $795.9K | 0.02% | +432+7.7% | Added |
| Greylin Investment Mangement Inc | 6,070 | $795.9K | 0.14% | +100+1.7% | Added |
| GWM Advisors LLC | 6,058 | $791.8K | 0.01% | −9,406−60.8% | 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 |
| La Banque Postale Asset Management SA | 5,965 | $782.1K | 0.02% | −943−13.7% | Reduced |
| Graypoint LLC | 5,878 | $770.8K | 0.06% | +376+6.8% | Added |
| Glenview Trust Co | 5,875 | $770.3K | 0.02% | +6+0.1% | Added |
| National Asset Management, Inc. | 5,864 | $768.8K | 0.02% | −289−4.7% | 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 |
| Arden Trust Co | 5,834 | $765.0K | 0.11% | −223−3.7% | Reduced |
| Moody National Bank Trust Division | 5,810 | $761.8K | 0.06% | −4,006−40.8% | Reduced |
| Highlander Capital Management, LLC | 5,800 | $760.5K | 0.27% | 00.0% | Unchanged |
| Spire Wealth Management | 5,932 | $759.1K | 0.03% | −256−4.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,748 | $753.7K | 0.05% | +473+9.0% | Added |
| GLOBALT Investments LLC | 5,708 | $748.4K | 0.03% | +5,708 | New |
| VCI Wealth Management LLC | 5,591 | $733.1K | 0.45% | +5,591 | New |
| Renaissance Group LLC | 5,519 | $724.0K | 0.03% | −77−1.4% | Reduced |
| Profund Advisors LLC | 5,499 | $721.0K | 0.03% | +1,172+27.1% | Added |