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, Q1 2024
Institutional positions in Capital One Financial Corp as of Mar 31, 2024. 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
- 1,166
- +41 vs. Q4 2023
- Shares held
- 351.5M
- +12.5M (+3.7%) vs. Q4 2023
- Total value
- $52.2B
- +$7.79B (+17.5%) vs. Q4 2023
- New holders
- 129
- 416 more added
- Sold out
- 88
- 410 more reduced
17 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Capital One Financial Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Chilton Capital Management LLC | 125 | $18.6K | 0.00% | +125 | New |
| JFS Wealth Advisors, LLC | 126 | $18.8K | 0.00% | −19−13.1% | Reduced |
| Sittner & Nelson, LLC | 128 | $19.1K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 131 | $19.5K | 0.00% | +17+14.9% | Added |
| Founders Capital Management | 132 | $19.7K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 150 | $22.0K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 152 | $22.6K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 153 | $22.8K | 0.01% | −6−3.8% | Reduced |
| Hexagon Capital Partners LLC | 154 | $22.9K | 0.01% | −6−3.8% | Reduced |
| Private Wealth Management Group, LLC | 158 | $23.5K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 161 | $23.9K | 0.02% | +59+57.8% | Added |
| Cambridge Trust Co | 165 | $24.6K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 166 | $24.7K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 167 | $25.0K | 0.00% | −19−10.2% | Reduced |
| LRI Investments, LLC | 168 | $25.0K | 0.01% | +168 | New |
| Boyd Watterson Asset Management LLC | 169 | $25.2K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 170 | $25.3K | 0.00% | +170 | New |
| Operose Advisors LLC | 180 | $26.8K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 181 | $27.0K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 193 | $28.7K | 0.01% | +116+150.6% | Added |
| WealthCollab, LLC | 200 | $29.8K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 203 | $30.2K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 211 | $31.4K | 0.01% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 216 | $32.1K | 0.03% | +1+0.5% | Added |
| Rise Advisors, LLC | 219 | $32.6K | 0.02% | +219 | New |
| Cedar Mountain Advisors, LLC | 219 | $32.6K | 0.01% | −45−17.0% | Reduced |
| MV Capital Management, Inc. | 222 | $33.1K | 0.00% | −122−35.5% | Reduced |
| Zions Bancorporation, N.A. | 226 | $33.6K | 0.00% | −44−16.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 229 | $34.1K | 0.01% | −29−11.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 248 | $36.9K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 251 | $37.0K | 0.02% | −11,817−97.9% | Reduced |
| Sound Income Strategies, LLC | 252 | $37.5K | 0.00% | −14−5.3% | Reduced |
| Global X Japan Co., Ltd. | 255 | $38.0K | 0.01% | −50−16.4% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 272 | $38.1K | 0.00% | +136+100.0% | Added |
| Citizens National Bank Trust Department | 261 | $38.9K | 0.01% | +261 | New |
| Pin Oak Investment Advisors Inc | 261 | $39.0K | 0.04% | 00.0% | Unchanged |
| Core Alternative Capital | 262 | $39.0K | 0.01% | −165−38.6% | Reduced |
| Tortoise Investment Management, LLC | 270 | $40.2K | 0.00% | −1−0.4% | Reduced |
| Bank of New Hampshire | 278 | $41.4K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 312 | $46.5K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 315 | $46.9K | 0.02% | +1+0.3% | Added |
| Glen Eagle Advisors, LLC | 329 | $49.0K | 0.01% | −1−0.3% | Reduced |
| First Community Trust NA | 335 | $49.9K | 0.05% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 344 | $51.2K | 0.02% | +154+81.1% | Added |
| Venturi Wealth Management, LLC | 367 | $54.6K | 0.00% | +29+8.6% | Added |
| Delta Asset Management LLC | 370 | $55.1K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 371 | $55.2K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 377 | $56.1K | 0.03% | +35+10.2% | Added |
| Pinnacle Bancorp, Inc. | 378 | $56.3K | 0.02% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 385 | $57.0K | 0.00% | +385 | New |
| Adirondack Trust Co | 397 | $59.1K | 0.02% | +64+19.2% | Added |
| FinTrust Capital Advisors, LLC | 398 | $59.3K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 400 | $59.6K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 401 | $59.7K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 418 | $62.2K | 0.01% | +58+16.1% | Added |
| Evolution Advisers, Inc. | 431 | $65.0K | 0.04% | −303−41.3% | Reduced |
| Silvant Capital Management LLC | 444 | $66.1K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 445 | $66.3K | 0.03% | +445 | New |
| Atlas Capital Advisors LLC | 459 | $68.3K | 0.01% | +263+134.2% | Added |
| Colonial Trust Co | 483 | $69.7K | 0.01% | +22+4.8% | Added |
| Standard Family Office LLC | 469 | $69.8K | 0.09% | +469 | New |
| MidAtlantic Capital Management, Inc. | 477 | $71.0K | 0.06% | 00.0% | Unchanged |
| Park Place Capital Corp | 488 | $72.7K | 0.03% | −313−39.1% | Reduced |
| Manitou Investment Management Ltd. | 500 | $74.4K | 0.01% | −629−55.7% | Reduced |
| Palisade Asset Management, LLC | 500 | $74.4K | 0.01% | +500 | New |
| Financial Management Professionals, Inc. | 532 | $79.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 533 | $79.4K | 0.00% | +247+86.4% | Added |
| Citadel Advisors LLC | 571 | $85.0K | 0.00% | −47,889−98.8% | Reduced |
| Mendota Financial Group, LLC | 577 | $85.9K | 0.05% | −101−14.9% | Reduced |
| Toth Financial Advisory Corp | 585 | $87.1K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 617 | $88.5K | 0.01% | +62+11.2% | Added |
| Bruce G. Allen Investments, LLC | 609 | $90.7K | 0.07% | −12−1.9% | Reduced |
| Global Financial Private Client, LLC | 631 | $91.7K | 0.04% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 653 | $97.2K | 0.01% | +18+2.8% | Added |
| Hanson & Doremus Investment Management | 670 | $100.0K | 0.02% | −123−15.5% | Reduced |
| First Command Advisory Services, Inc. | 681 | $101.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 718 | $106.9K | 0.00% | +75+11.7% | Added |
| Mather Group, LLC. | 843 | $110.5K | 0.00% | +843 | New |
| New Covenant Trust Company, N.A. | 744 | $110.8K | 0.11% | +744 | New |
| Monetary Management Group Inc | 750 | $111.7K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 765 | $114.0K | 0.07% | −299−28.1% | Reduced |
| GHP Investment Advisors, Inc. | 776 | $115.6K | 0.01% | +3+0.4% | Added |
| Norwood Financial Corp | 800 | $119.1K | 0.17% | −370−31.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 822 | $122.4K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 830 | $123.6K | 0.09% | −38−4.4% | Reduced |
| Security National Bank | 850 | $126.6K | 0.02% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 861 | $128.2K | 0.03% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 874 | $130.1K | 0.03% | −5−0.6% | Reduced |
| Grove Bank & Trust | 877 | $130.6K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 890 | $132.5K | 0.01% | +210+30.9% | Added |
| Laffer Tengler Investments | 892 | $132.8K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 910 | $135.5K | 0.01% | +910 | New |
| Tompkins Financial Corp | 911 | $135.6K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 926 | $137.8K | 0.07% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 985 | $146.7K | 0.02% | +981+24,525.0% | Added |
| Independence Bank of Kentucky | 1,029 | $153.2K | 0.05% | −25−2.4% | Reduced |
| Evermay Wealth Management LLC | 1,040 | $154.8K | 0.02% | −104−9.1% | Reduced |
| Larson Financial Group LLC | 1,064 | $158.4K | 0.01% | +535+101.1% | Added |
| American National Bank | 1,084 | $161.4K | 0.02% | −10−0.9% | Reduced |
| JJJ Advisors Inc. | 1,098 | $163.5K | 0.03% | 00.0% | Unchanged |