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 13 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 |
|---|---|---|---|---|---|
| James J. Burns & Company, LLC | 2,212 | $290.0K | 0.07% | +2,212 | New |
| Marcum Wealth, LLC | 2,210 | $289.7K | 0.03% | +2,210 | New |
| GYL Financial Synergies, LLC | 2,181 | $286.0K | 0.02% | +15+0.7% | Added |
| Systematic Alpha Investments, LLC | 2,181 | $286.0K | 0.01% | 00.0% | Unchanged |
| Truepoint, Inc. | 2,177 | $285.4K | 0.01% | +2,177 | New |
| Bowen Hanes & Co Inc | 2,174 | $285.1K | 0.01% | 00.0% | Unchanged |
| Kearns & Associates LLC | 2,170 | $284.5K | 0.24% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,168 | $284.3K | 0.02% | +93+4.5% | Added |
| Whittier Trust Co | 2,160 | $283.2K | 0.00% | +841+63.8% | Added |
| IHT Wealth Management, LLC | 2,154 | $282.5K | 0.01% | +2,154 | New |
| Callan Family Office, LLC | 2,147 | $281.5K | 0.07% | +21+1.0% | Added |
| Provence Wealth Management Group | 2,142 | $280.9K | 0.15% | −234−9.8% | Reduced |
| Gilliland Jeter Wealth Management LLC | 2,136 | $280.1K | 0.12% | +2,136 | New |
| MCF Advisors LLC | 2,136 | $280.0K | 0.02% | +5+0.2% | Added |
| RSM US Wealth Management LLC | 2,122 | $278.2K | 0.01% | +2,122 | New |
| Baker Avenue Asset Management, LP | 2,118 | $277.7K | 0.01% | +463+28.0% | Added |
| Ostrum Asset Management | 2,116 | $277.4K | 0.02% | −3,134−59.7% | Reduced |
| Fiduciary Trust Co | 2,116 | $277.4K | 0.00% | +2,116 | New |
| MQS Management LLC | 2,106 | $276.1K | 0.15% | +2,106 | New |
| Kovack Advisors, Inc. | 2,104 | $275.9K | 0.03% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 2,048 | $275.6K | 0.01% | +2,048 | New |
| Evergreen Wealth Solutions, LLC | 2,096 | $274.9K | 0.23% | +2,096 | New |
| Insigneo Advisory Services, LLC | 2,081 | $272.9K | 0.04% | +2,081 | New |
| Point72 Europe (London) LLP | 2,080 | $272.7K | 0.03% | +2,080 | New |
| Steigerwald, Gordon & Koch Inc. | 2,060 | $270.1K | 0.04% | +2,060 | New |
| Stock Yards Bank & Trust Co | 2,047 | $268.4K | 0.01% | −353−14.7% | Reduced |
| Gallacher Capital Management LLC | 2,033 | $266.6K | 0.15% | −1,435−41.4% | Reduced |
| Romano Brothers and Company | 2,025 | $265.5K | 0.04% | −250−11.0% | Reduced |
| Greenspring Advisors, LLC | 2,018 | $264.6K | 0.07% | +2,018 | New |
| Doliver Advisors, LP | 2,013 | $263.9K | 0.08% | −357−15.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,003 | $262.6K | 0.04% | −134−6.3% | Reduced |
| United Asset Strategies, Inc. | 2,001 | $262.4K | 0.03% | +2,001 | New |
| 1776 Wealth LLC | 2,000 | $262.2K | 0.13% | +2,000 | New |
| Elk River Wealth Management, LLC | 2,000 | $262.2K | 0.05% | +2,000 | New |
| Belpointe Asset Management LLC | 1,993 | $261.4K | 0.02% | +1,993 | New |
| Guardian Capital Advisors LP | 1,950 | $260.7K | 0.03% | +1,950 | New |
| KG&L Capital Management,LLC | 1,972 | $258.6K | 0.11% | +1,972 | New |
| Strait & Sound Wealth Management LLC | 2,050 | $258.5K | 0.16% | −95−4.4% | Reduced |
| Cim Investment Mangement Inc | 1,970 | $258.3K | 0.08% | +1,970 | New |
| Smartleaf Asset Management LLC | 1,972 | $256.4K | 0.07% | +1,972 | New |
| Capital Wealth Planning, LLC | 1,950 | $255.7K | 0.00% | −1,900−49.4% | Reduced |
| Fortress Wealth Group, LLC | 1,900 | $254.0K | 0.15% | +1,900 | New |
| Hollencrest Capital Management | 1,936 | $253.8K | 0.02% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 1,927 | $252.7K | 0.03% | +1,927 | New |
| Beese Fulmer Investment Management, Inc. | 1,925 | $252.4K | 0.03% | +1,925 | New |
| Fulton Breakefield Broenniman LLC | 1,919 | $251.6K | 0.02% | +1,919 | New |
| Sigma Planning Corp | 1,915 | $251.1K | 0.02% | −664−25.7% | Reduced |
| Capital Investment Advisors, LLC | 1,905 | $249.8K | 0.01% | +1,905 | New |
| Dorsey & Whitney Trust CO LLC | 1,894 | $248.3K | 0.02% | +1,894 | New |
| Walkner Condon Financial Advisors LLC | 1,887 | $247.4K | 0.06% | +1,887 | New |
| Tobam | 1,878 | $246.0K | 0.02% | −274−12.7% | Reduced |
| Arkadios Wealth Advisors | 1,875 | $245.9K | 0.02% | +1,875 | New |
| Gladstone Institutional Advisory LLC | 1,873 | $245.5K | 0.01% | +1,873 | New |
| Legacy Financial Advisors, Inc. | 1,868 | $244.9K | 0.05% | +1,868 | New |
| Groupama Asset Managment | 1,861 | $244.1K | 0.01% | +1,861 | New |
| Harbour Trust & Investment Management Co | 1,860 | $243.9K | 0.03% | +1,860 | New |
| TruWealth Advisors, LLC | 1,858 | $243.6K | 0.02% | +1,858 | New |
| Keel Point, LLC | 1,855 | $243.2K | 0.03% | +1,855 | New |
| Fidelis Capital Partners, LLC | 1,852 | $242.8K | 0.05% | +1,852 | New |
| DAGCO, Inc. | 1,843 | $241.7K | 0.22% | +1,843 | New |
| Dynamic Wealth Strategies, LLC | 1,843 | $241.7K | 0.22% | +1,843 | New |
| Ballentine Partners, LLC | 1,830 | $239.9K | 0.00% | +1,830 | New |
| Blue Barn Wealth, LLC | 1,829 | $239.8K | 0.14% | +1,829 | New |
| Mathes Company, Inc. | 1,820 | $239.0K | 0.10% | +1,820 | New |
| Quent Capital, LLC | 1,819 | $238.6K | 0.03% | +85+4.9% | Added |
| Princeton Capital Management LLC | 1,817 | $238.2K | 0.10% | +1,817 | New |
| Roman Butler Fullerton & Co | 1,712 | $237.5K | 0.09% | +1,712 | New |
| Paragon Capital Management Ltd | 1,806 | $236.8K | 0.05% | −498−21.6% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,805 | $236.7K | 0.07% | +1,805 | New |
| Fiduciary Family Office, LLC | 1,789 | $234.6K | 0.10% | +1,789 | New |
| TCG Advisory Services, LLC | 1,785 | $234.0K | 0.02% | +1,785 | New |
| Quotient Wealth Partners, LLC | 1,767 | $231.7K | 0.01% | +1,767 | New |
| Vise Technologies, Inc. | 1,757 | $230.4K | 0.05% | −757−30.1% | Reduced |
| CVA Family Office, LLC | 1,749 | $229.3K | 0.04% | +1,749 | New |
| Money Concepts Capital Corp | 1,747 | $229.0K | 0.02% | +1,747 | New |
| Carnegie Capital Asset Management, LLC | 1,743 | $228.5K | 0.01% | +1,743 | New |
| WMS Partners, LLC | 1,737 | $227.8K | 0.02% | +1,737 | New |
| Ziegler Capital Management, LLC | 1,733 | $227.2K | 0.01% | +1,733 | New |
| Legacy Capital Group California, Inc. | 1,725 | $226.2K | 0.09% | +1,725 | New |
| Drive Wealth Management, LLC | 1,714 | $224.8K | 0.07% | +1,714 | New |
| Integrated Investment Consultants, LLC | 1,704 | $223.4K | 0.07% | +1,704 | New |
| Heartwood Wealth Advisors LLC | 1,704 | $223.4K | 0.03% | +1,704 | New |
| Brevan Howard Capital Management LP | 1,695 | $222.2K | 0.02% | +1,695 | New |
| Mesirow Financial Investment Management, Inc. | 1,695 | $222.2K | 0.01% | +1,695 | New |
| Partners in Financial Planning | 1,686 | $221.1K | 0.05% | +1,686 | New |
| Compagnie Lombard Odier SCmA | 1,650 | $216.3K | 0.00% | −553−25.1% | Reduced |
| Strategic Equity Management | 1,625 | $213.1K | 0.24% | +1,625 | New |
| Chicago Partners Investment Group LLC | 1,624 | $212.9K | 0.01% | +1,624 | New |
| PDS Planning, Inc | 1,620 | $212.4K | 0.02% | +1,620 | New |
| Ruggaard & Associates LLC | 1,612 | $211.4K | 0.11% | +1,612 | New |
| Capital Advisors, Ltd. LLC | 1,602 | $210.0K | 0.03% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 1,601 | $210.0K | 0.04% | +1,601 | New |
| Salomon & Ludwin, LLC | 2,151 | $208.8K | 0.02% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 1,589 | $208.3K | 0.01% | +1,589 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,570 | $205.9K | 0.13% | +1,570 | New |
| Linden Thomas Advisory Services, LLC | 1,563 | $204.9K | 0.04% | +1,563 | New |
| Portside Wealth Group, LLC | 1,560 | $204.5K | 0.04% | +1,560 | New |
| MontVue Capital Management, Inc. | 1,554 | $203.8K | 0.20% | +1,554 | New |
| Cypress Capital Group | 1,551 | $203.4K | 0.03% | +1,551 | New |
| HBW Advisory Services LLC | 1,552 | $203.0K | 0.04% | +1,552 | New |