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 |
|---|---|---|---|---|---|
| Venture Visionary Partners LLC | 3,397 | $445.5K | 0.02% | −639−15.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 3,386 | $444.0K | 0.32% | +3,386 | New |
| TD Waterhouse Canada Inc. | 3,252 | $439.5K | 0.00% | +538+19.8% | Added |
| Personal Cfo Solutions, LLC | 3,345 | $438.6K | 0.08% | −525−13.6% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3,336 | $437.4K | 0.13% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 3,300 | $432.7K | 0.01% | +115+3.6% | Added |
| Acropolis Investment Management, LLC | 3,273 | $429.2K | 0.03% | −449−12.1% | Reduced |
| Epoch Investment Partners, Inc. | 3,271 | $428.9K | 0.00% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 3,242 | $425.1K | 0.01% | −35−1.1% | Reduced |
| Diversified Investment Strategies, LLC | 3,227 | $423.1K | 0.31% | −200−5.8% | Reduced |
| NorthRock Partners, LLC | 3,224 | $422.7K | 0.02% | +990+44.3% | Added |
| Conning Inc. | 3,215 | $421.6K | 0.01% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 3,190 | $418.0K | 0.02% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 3,012 | $417.8K | 0.05% | +4+0.1% | Added |
| Global Trust Asset Management, LLC | 3,185 | $417.6K | 0.18% | −88−2.7% | Reduced |
| Financial Security Advisor, Inc. | 3,180 | $417.0K | 0.16% | −159−4.8% | Reduced |
| Atlantic Union Bankshares Corp | 3,170 | $415.6K | 0.04% | 00.0% | Unchanged |
| XML Financial, LLC | 3,167 | $415.3K | 0.04% | −32−1.0% | Reduced |
| Abbrea Capital, LLC | 3,162 | $415.0K | 0.06% | +60+1.9% | Added |
| Clarius Group, LLC | 3,157 | $413.9K | 0.03% | −595−15.9% | Reduced |
| Empower Advisory Group, LLC | 3,104 | $407.0K | 0.00% | −13−0.4% | Reduced |
| GAMMA Investing LLC | 2,981 | $403.4K | 0.11% | +2,981 | New |
| Aspiriant, LLC | 3,074 | $403.1K | 0.02% | +158+5.4% | Added |
| tru Independence LLC | 3,067 | $402.1K | 0.12% | +6+0.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,017 | $395.6K | 0.08% | +3,017 | New |
| 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 |
| Platform Technology Partners | 2,860 | $393.2K | 0.15% | −838−22.7% | Reduced |
| Balentine LLC | 2,986 | $391.5K | 0.01% | −1,526−33.8% | Reduced |
| Checchi Capital Advisers, LLC | 2,952 | $387.1K | 0.03% | +160+5.7% | Added |
| ProVise Management Group, LLC | 2,950 | $386.8K | 0.03% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 2,937 | $385.1K | 0.04% | +178+6.5% | Added |
| Lester Murray Antman dba SimplyRich | 2,939 | $385.0K | 0.13% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 2,916 | $382.3K | 0.01% | −11,880−80.3% | Reduced |
| Parkside Financial Bank & Trust | 2,900 | $380.2K | 0.07% | +2,408+489.4% | Added |
| Vident Advisory, LLC | 2,892 | $379.2K | 0.01% | +97+3.5% | Added |
| Fukoku Mutual Life Insurance Co | 2,863 | $375.4K | 0.03% | −275−8.8% | Reduced |
| V-Square Quantitative Management LLC | 2,837 | $372.0K | 0.09% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 2,837 | $372.0K | 0.01% | +15+0.5% | Added |
| Harbor Investment Advisory, LLC | 2,831 | $371.2K | 0.04% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,739 | $370.4K | 0.02% | −685−20.0% | Reduced |
| Lincoln National Corp | 2,824 | $370.3K | 0.01% | −251−8.2% | Reduced |
| Merit Financial Group, LLC | 2,808 | $368.2K | 0.01% | +85+3.1% | Added |
| Zullo Investment Group, Inc. | 2,760 | $361.9K | 0.19% | −439−13.7% | Reduced |
| Silvercrest Asset Management Group LLC | 2,760 | $361.9K | 0.00% | +651+30.9% | Added |
| Smith Chas P & Associates Pa Cpas | 2,753 | $361.0K | 0.02% | 00.0% | Unchanged |
| Gunn & Co Investment Management, Inc. | 2,753 | $361.0K | 0.02% | +2,753 | New |
| Modera Wealth Management, LLC | 2,747 | $360.1K | 0.01% | −3,284−54.5% | Reduced |
| Pointe Capital Management LLC | 2,736 | $358.7K | 0.25% | −1,080−28.3% | Reduced |
| Sunflower Bank, N.A. | 2,736 | $358.7K | 0.08% | +197+7.8% | Added |
| Pettyjohn, Wood & White, Inc | 2,735 | $358.6K | 0.08% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 2,699 | $353.9K | 0.05% | +2,699 | New |
| Jump Financial, LLC | 2,696 | $353.5K | 0.01% | −5,834−68.4% | Reduced |
| Parsons Capital Management Inc | 2,694 | $353.2K | 0.03% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 2,670 | $350.1K | 0.00% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 2,644 | $346.7K | 0.23% | −637−19.4% | Reduced |
| Hara Capital LLC | 2,625 | $344.2K | 0.24% | +2,625 | New |
| Symmetry Partners, LLC | 2,591 | $342.0K | 0.02% | −2,463−48.7% | Reduced |
| 626 Financial, LLC | 2,591 | $339.7K | 0.22% | +105+4.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,579 | $338.1K | 0.06% | −2,957−53.4% | Reduced |
| Verition Fund Management LLC | 2,575 | $337.6K | 0.00% | −20,356−88.8% | Reduced |
| Oxford Financial Group Ltd | 2,573 | $337.4K | 0.02% | +100+4.0% | Added |
| Manchester Capital Management LLC | 2,570 | $337.0K | 0.05% | +304+13.4% | Added |
| WSFS Capital Management, LLC | 2,562 | $335.9K | 0.02% | −26−1.0% | Reduced |
| Brighton Jones LLC | 2,548 | $334.1K | 0.01% | +160+6.7% | Added |
| Riverview Trust Co | 2,536 | $332.5K | 0.34% | −5−0.2% | Reduced |
| Moneta Group Investment Advisors LLC | 2,534 | $332.3K | 0.01% | +194+8.3% | Added |
| Cornerstone Wealth Management, LLC | 2,533 | $332.1K | 0.03% | −261−9.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,520 | $330.4K | 0.16% | −12−0.5% | Reduced |
| Concurrent Investment Advisors, LLC | 2,487 | $326.1K | 0.02% | +2,487 | New |
| Change Path, LLC | 2,479 | $325.0K | 0.02% | −391−13.6% | Reduced |
| Western Pacific Wealth Management, LP | 2,465 | $323.2K | 0.24% | +325+15.2% | Added |
| InterOcean Capital Group, LLC | 2,462 | $322.8K | 0.01% | +2,462 | New |
| Mount Vernon Associates Inc | 2,450 | $321.0K | 0.31% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,431 | $318.8K | 0.00% | −267−9.9% | Reduced |
| Centaurus Financial, Inc. | 2,417 | $317.0K | 0.02% | +2,417 | New |
| Matrix Asset Advisors Inc | 2,414 | $316.5K | 0.04% | 00.0% | Unchanged |
| Watershed Asset Management, L.L.C. | 2,410 | $316.0K | 0.37% | +2,410 | New |
| WNY Asset Management, LLC | 2,380 | $312.1K | 0.05% | +190+8.7% | Added |
| Viawealth, LLC | 2,379 | $311.9K | 0.21% | −651−21.5% | Reduced |
| Marion Wealth Management | 2,366 | $310.2K | 0.10% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 2,363 | $309.8K | 0.01% | +31+1.3% | Added |
| Westpac Banking Corp | 2,357 | $309.1K | 0.03% | −1,369−36.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 2,346 | $307.6K | 0.04% | +2,346 | New |
| Welch Group, LLC | 2,327 | $305.1K | 0.02% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 2,325 | $304.9K | 0.03% | +80+3.6% | Added |
| Probity Advisors, Inc. | 2,312 | $303.1K | 0.07% | −327−12.4% | Reduced |
| AlTi Global, Inc. | 2,311 | $303.0K | 0.01% | +2,311 | New |
| J.W. Cole Advisors, Inc. | 2,303 | $302.0K | 0.02% | −28−1.2% | Reduced |
| Proficio Capital Partners LLC | 2,294 | $300.8K | 0.04% | +90+4.1% | Added |
| Naples Global Advisors, LLC | 2,277 | $298.6K | 0.03% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 2,274 | $298.2K | 0.01% | −136−5.6% | Reduced |
| Stokes Family Office, LLC | 2,268 | $297.4K | 0.04% | −427−15.8% | Reduced |
| Atomi Financial Group, Inc. | 2,265 | $297.0K | 0.04% | +2,265 | New |
| Mirabella Financial Services LLP | 2,254 | $295.5K | 0.04% | +2,254 | New |
| Shelton Capital Management | 2,253 | $295.4K | 0.01% | −228−9.2% | Reduced |
| StoneX Group Inc. | 2,250 | $295.1K | 0.03% | +165+7.9% | Added |
| Mission Creek Capital Partners, Inc. | 2,225 | $291.7K | 0.07% | −70−3.1% | Reduced |
| Farther Finance Advisors, LLC | 2,215 | $290.4K | 0.02% | +620+38.9% | Added |