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
- 1,165
- +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
- 415 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 |
|---|---|---|---|---|---|
| Alta Advisers Ltd | 1,100 | $163.8K | 0.08% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,117 | $166.3K | 0.00% | −90−7.5% | Reduced |
| Allianz SE | 1,150 | $171.2K | 0.01% | +1,150 | New |
| GeoWealth Management, LLC | 1,208 | $179.9K | 0.01% | +1,208 | New |
| Peoples Bank | 1,245 | $185.4K | 0.14% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,285 | $191.3K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,311 | $195.2K | 0.02% | −825−38.6% | Reduced |
| Leonteq Securities AG | 1,336 | $198.9K | 0.03% | −3,703−73.5% | Reduced |
| TD Private Client Wealth LLC | 1,342 | $199.8K | 0.01% | +769+134.2% | Added |
| CKW Financial Group | 1,375 | $200.0K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,334 | $200.0K | 0.01% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 1,355 | $201.7K | 0.02% | +1,355 | New |
| Vicus Capital | 1,361 | $202.7K | 0.02% | +1,361 | New |
| HBW Advisory Services LLC | 1,552 | $203.0K | 0.04% | 00.0% | Unchanged |
| Agf Management Ltd | 1,374 | $204.6K | 0.00% | −6,377−82.3% | Reduced |
| Gallacher Capital Management LLC | 1,377 | $205.0K | 0.10% | −656−32.3% | Reduced |
| Applied Capital LLC | 1,379 | $205.3K | 0.17% | +1,379 | New |
| Keystone Investors Pte Ltd | 1,392 | $207.3K | 0.02% | +1,392 | New |
| Harvest Fund Management Co., Ltd | 1,398 | $208.0K | 0.02% | +582+71.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,398 | $208.1K | 0.03% | +1,398 | New |
| Guardian Capital Advisors LP | 1,525 | $208.6K | 0.02% | −425−21.8% | Reduced |
| Deseret Mutual Benefit Administrators | 1,401 | $208.6K | 0.10% | 00.0% | Unchanged |
| AJOVista, LLC | 1,404 | $209.0K | 0.57% | 00.0% | Unchanged |
| RVW Wealth, LLC | 1,404 | $209.0K | 0.02% | +1,404 | New |
| Schechter Investment Advisors, LLC | 1,408 | $209.6K | 0.02% | +1,408 | New |
| Edge Capital Group, LLC | 1,433 | $213.4K | 0.01% | +1,433 | New |
| Gratus Capital LLC | 1,434 | $213.5K | 0.01% | +1,434 | New |
| Linden Thomas Advisory Services, LLC | 1,434 | $213.5K | 0.03% | −129−8.3% | Reduced |
| Marathon Capital Management | 1,434 | $213.5K | 0.05% | +1,434 | New |
| Rosenberg Matthew Hamilton | 1,471 | $213.7K | 0.06% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 1,434 | $214.0K | 0.04% | +1,434 | New |
| Portside Wealth Group, LLC | 1,440 | $214.4K | 0.04% | −120−7.7% | Reduced |
| Private Trust Co NA | 1,441 | $214.6K | 0.02% | −2,265−61.1% | Reduced |
| Washington Trust Co | 1,446 | $215.3K | 0.01% | −1−0.1% | Reduced |
| Caldwell Trust Co | 1,452 | $216.2K | 0.03% | +280+23.9% | Added |
| MONECO Advisors, LLC | 1,461 | $217.5K | 0.03% | +1,461 | New |
| Richardson Financial Services Inc. | 1,470 | $218.9K | 0.15% | +1,470 | New |
| Hamilton Point Investment Advisors, LLC | 1,478 | $220.1K | 0.04% | +1,478 | New |
| Princeton Global Asset Management LLC | 1,495 | $222.6K | 0.05% | −32−2.1% | Reduced |
| LS Investment Advisors, LLC | 1,496 | $222.7K | 0.04% | +1,496 | New |
| FourThought Financial Partners, LLC | 1,500 | $223.3K | 0.03% | +1,500 | New |
| Hyperion Capital Advisors LP | 1,501 | $223.5K | 0.11% | +1,501 | New |
| LifePlan Financial, LLC | 1,503 | $223.8K | 0.21% | −43−2.8% | Reduced |
| Dillon & Associates Inc | 1,500 | $224.0K | 0.04% | +1,500 | New |
| Buckingham Strategic Wealth, LLC | 1,505 | $224.1K | 0.00% | +1,505 | New |
| Trust Co of Virginia | 1,506 | $224.2K | 0.02% | +1,506 | New |
| Main Street Research LLC | 1,519 | $226.1K | 0.02% | +1,519 | New |
| Summit Financial, LLC | 1,522 | $226.6K | 0.01% | +1,522 | New |
| IMS Capital Management | 1,530 | $227.8K | 0.11% | +1,530 | New |
| Charter Research & Investment Group, Inc. | 1,534 | $228.4K | 0.18% | 00.0% | Unchanged |
| Wealth Alliance | 1,543 | $229.8K | 0.03% | +1,543 | New |
| First Trust Investment Solutions L.P. | 1,544 | $229.9K | 0.04% | +1,544 | New |
| Arkadios Wealth Advisors | 1,557 | $231.9K | 0.02% | −318−17.0% | Reduced |
| Seven Mile Advisory | 1,561 | $232.4K | 0.18% | +17+1.1% | Added |
| Exencial Wealth Advisors, LLC | 1,569 | $233.6K | 0.01% | +1,569 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,570 | $233.8K | 0.14% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 1,572 | $234.1K | 0.14% | +1,572 | New |
| Mission Creek Capital Partners, Inc. | 1,575 | $234.5K | 0.06% | −650−29.2% | Reduced |
| Cypress Capital Group | 1,576 | $234.7K | 0.03% | +25+1.6% | Added |
| Benjamin Edwards Inc | 1,591 | $237.0K | 0.05% | +704+79.4% | Added |
| AA Financial Advisors, LLC | 1,597 | $237.8K | 0.10% | +1,597 | New |
| Ruggaard & Associates LLC | 1,600 | $238.2K | 0.11% | −12−0.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 1,602 | $238.5K | 0.01% | −93−5.5% | Reduced |
| PFG Investments, LLC | 1,606 | $239.1K | 0.01% | +1,606 | New |
| Capital Advisors, Ltd. LLC | 1,609 | $240.0K | 0.03% | +7+0.4% | Added |
| Strategic Equity Management | 1,625 | $241.9K | 0.20% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,627 | $242.3K | 0.02% | −120−6.9% | Reduced |
| WoodTrust Financial Corp | 1,630 | $243.0K | 0.04% | +29+1.8% | Added |
| Hilltop Partners LLC | 1,635 | $243.4K | 0.09% | +1,635 | New |
| Fiduciary Family Office, LLC | 1,639 | $244.1K | 0.10% | −150−8.4% | Reduced |
| Compagnie Lombard Odier SCmA | 1,650 | $245.7K | 0.00% | 00.0% | Unchanged |
| Asset Allocation Strategies LLC | 1,655 | $246.4K | 0.09% | +1,655 | New |
| Prossimo Advisors, LLC | 1,665 | $248.0K | 0.48% | +1,665 | New |
| PDS Planning, Inc | 1,666 | $248.1K | 0.03% | +46+2.8% | Added |
| Sage Mountain Advisors LLC | 1,672 | $248.9K | 0.03% | +1,672 | New |
| Chicago Partners Investment Group LLC | 1,691 | $250.1K | 0.01% | +67+4.1% | Added |
| Ziegler Capital Management, LLC | 1,680 | $250.1K | 0.01% | −53−3.1% | Reduced |
| Studio Investment Management LLC | 1,684 | $250.7K | 0.06% | +147+9.6% | Added |
| Global Retirement Partners, LLC | 1,685 | $250.9K | 0.01% | +441+35.5% | Added |
| Partners in Financial Planning | 1,686 | $251.0K | 0.06% | 00.0% | Unchanged |
| SpiderRock Advisors, LLC | 1,855 | $252.8K | 0.01% | +1,855 | New |
| Change Path, LLC | 1,697 | $253.0K | 0.01% | −782−31.5% | Reduced |
| Legacy Capital Group California, Inc. | 1,701 | $253.3K | 0.09% | −24−1.4% | Reduced |
| Heartwood Wealth Advisors LLC | 1,704 | $253.7K | 0.03% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 1,707 | $254.3K | 0.01% | +1,707 | New |
| Drive Wealth Management, LLC | 1,721 | $256.3K | 0.07% | +7+0.4% | Added |
| Aaron Wealth Advisors | 1,731 | $257.7K | 0.04% | +1,731 | New |
| Independent Financial Group, LLC | 1,733 | $258.0K | 0.01% | +144+9.1% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 1,744 | $259.7K | 0.11% | +1,744 | New |
| CVA Family Office, LLC | 1,753 | $261.0K | 0.05% | +4+0.2% | Added |
| Penserra Capital Management LLC | 1,767 | $262.0K | 0.00% | −1,669−48.6% | Reduced |
| Harbour Trust & Investment Management Co | 1,760 | $262.0K | 0.03% | −100−5.4% | Reduced |
| Roman Butler Fullerton & Co | 1,783 | $262.6K | 0.10% | +71+4.1% | Added |
| Foundations Investment Advisors, LLC | 1,776 | $264.4K | 0.01% | −272−13.3% | Reduced |
| Dynamic Wealth Strategies, LLC | 1,781 | $265.0K | 0.23% | −62−3.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 1,788 | $266.2K | 0.01% | +1,788 | New |
| WMS Partners, LLC | 1,788 | $266.2K | 0.02% | +51+2.9% | Added |
| NewEdge Wealth, LLC | 1,887 | $267.6K | 0.01% | +1,887 | New |
| Fundamentun, LLC | 1,806 | $268.9K | 0.03% | +1,806 | New |
| Evergreen Wealth Solutions, LLC | 1,813 | $269.9K | 0.20% | −283−13.5% | Reduced |