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, 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 | 2,129 | $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, 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 |
|---|---|---|---|---|---|
| Paragon Capital Management Ltd | 1,813 | $270.0K | 0.05% | +7+0.4% | Added |
| Fortress Wealth Group, LLC | 1,900 | $270.7K | 0.15% | 00.0% | Unchanged |
| Mathes Company, Inc. | 1,820 | $271.0K | 0.10% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,821 | $271.3K | 0.03% | +2+0.1% | Added |
| StoneX Group Inc. | 1,843 | $274.4K | 0.02% | −407−18.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,845 | $274.7K | 0.03% | −82−4.3% | Reduced |
| TruWealth Advisors, LLC | 1,858 | $276.7K | 0.02% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 1,863 | $277.4K | 0.15% | +34+1.9% | Added |
| Tobam | 1,878 | $280.0K | 0.03% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 1,905 | $283.6K | 0.04% | −475−20.0% | Reduced |
| Western Financial Corp | 1,908 | $284.1K | 0.17% | +1,908 | New |
| Dorsey & Whitney Trust CO LLC | 1,909 | $284.2K | 0.02% | +15+0.8% | Added |
| Walkner Condon Financial Advisors LLC | 1,915 | $285.1K | 0.06% | +28+1.5% | Added |
| Fulton Breakefield Broenniman LLC | 1,919 | $285.8K | 0.02% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 1,925 | $286.6K | 0.03% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 2,050 | $287.7K | 0.16% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 1,950 | $290.3K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 1,956 | $291.2K | 0.01% | +51+2.7% | Added |
| Farther Finance Advisors, LLC | 2,017 | $293.1K | 0.02% | −198−8.9% | Reduced |
| Cim Investment Mangement Inc | 1,970 | $293.3K | 0.09% | 00.0% | Unchanged |
| Choate Investment Advisors | 1,974 | $293.9K | 0.01% | −8,925−81.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,979 | $294.7K | 0.04% | −24−1.2% | Reduced |
| Keel Point, LLC | 1,980 | $294.8K | 0.03% | +125+6.7% | Added |
| Marion Wealth Management | 1,993 | $296.7K | 0.09% | −373−15.8% | Reduced |
| Legacy Financial Advisors, Inc. | 1,994 | $296.9K | 0.05% | +126+6.7% | Added |
| 1776 Wealth LLC | 2,000 | $297.8K | 0.15% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 2,000 | $297.8K | 0.06% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 2,001 | $297.9K | 0.03% | 00.0% | Unchanged |
| Doliver Advisors, LP | 2,013 | $299.7K | 0.08% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 2,018 | $300.5K | 0.08% | 00.0% | Unchanged |
| Sigma Planning Corp | 2,022 | $301.2K | 0.01% | +107+5.6% | Added |
| Romano Brothers and Company | 2,025 | $301.5K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,031 | $302.6K | 0.01% | +897+79.1% | Added |
| Carr Financial Group Corp | 2,041 | $303.9K | 0.10% | +2,041 | New |
| Stock Yards Bank & Trust Co | 2,047 | $304.8K | 0.01% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,052 | $305.5K | 0.02% | −811−28.3% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,060 | $306.7K | 0.04% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 2,063 | $307.2K | 0.06% | −249−10.8% | Reduced |
| Verition Fund Management LLC | 2,064 | $307.3K | 0.00% | −511−19.8% | Reduced |
| Ballentine Partners, LLC | 2,067 | $307.8K | 0.01% | +237+13.0% | Added |
| Power Wealth Management LLC | 2,082 | $310.0K | 0.19% | +2,082 | New |
| Clearstead Advisors, LLC | 2,200 | $312.8K | 0.02% | +32+1.5% | Added |
| SageView Advisory Group, LLC | 2,104 | $313.3K | 0.02% | +2,104 | New |
| KG&L Capital Management,LLC | 2,108 | $313.9K | 0.12% | +136+6.9% | Added |
| Fiduciary Trust Co | 2,116 | $315.1K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,116 | $315.1K | 0.02% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 2,123 | $316.1K | 0.01% | +2,123 | New |
| IHT Wealth Management, LLC | 2,133 | $317.7K | 0.01% | −21−1.0% | Reduced |
| InterOcean Capital Group, LLC | 2,134 | $317.7K | 0.01% | −328−13.3% | Reduced |
| James J. Burns & Company, LLC | 2,200 | $318.0K | 0.11% | −12−0.5% | Reduced |
| Gilliland Jeter Wealth Management LLC | 2,145 | $319.4K | 0.11% | +9+0.4% | Added |
| Hamilton Capital, LLC | 2,145 | $319.4K | 0.02% | +2,145 | New |
| Brevan Howard Capital Management LP | 2,149 | $320.0K | 0.03% | +454+26.8% | Added |
| Kearns & Associates LLC | 2,170 | $323.1K | 0.25% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 2,174 | $324.0K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,174 | $324.0K | 0.13% | +2,174 | New |
| Systematic Alpha Investments, LLC | 2,181 | $324.7K | 0.01% | 00.0% | Unchanged |
| Intech Investment Management LLC | 2,198 | $327.3K | 0.00% | −2,516−53.4% | Reduced |
| Salomon & Ludwin, LLC | 2,199 | $327.4K | 0.03% | +48+2.2% | Added |
| J.W. Cole Advisors, Inc. | 2,207 | $328.6K | 0.02% | −96−4.2% | Reduced |
| GYL Financial Synergies, LLC | 2,213 | $329.5K | 0.03% | +32+1.5% | Added |
| Marcum Wealth, LLC | 2,216 | $329.9K | 0.03% | +6+0.3% | Added |
| TCG Advisory Services, LLC | 2,224 | $331.2K | 0.02% | +439+24.6% | Added |
| Insigneo Advisory Services, LLC | 2,241 | $333.7K | 0.04% | +160+7.7% | Added |
| Shelton Capital Management | 2,253 | $335.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 2,264 | $337.1K | 0.04% | −82−3.5% | Reduced |
| Stokes Family Office, LLC | 2,268 | $337.7K | 0.04% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 2,277 | $339.0K | 0.03% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 2,281 | $339.6K | 0.04% | +177+8.4% | Added |
| Gateway Advisory, LLC | 2,285 | $340.2K | 0.06% | +2,285 | New |
| Viawealth, LLC | 2,289 | $340.8K | 0.21% | −90−3.8% | Reduced |
| Great Valley Advisor Group, Inc. | 2,300 | $342.4K | 0.01% | +26+1.1% | Added |
| Centaurus Financial, Inc. | 2,323 | $346.0K | 0.02% | −94−3.9% | Reduced |
| Proficio Capital Partners LLC | 2,324 | $346.1K | 0.04% | +30+1.3% | Added |
| Welch Group, LLC | 2,327 | $346.5K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,411 | $346.9K | 0.01% | −328−12.0% | Reduced |
| Alhambra Investment Partners LLC | 2,337 | $348.0K | 0.19% | +2,337 | New |
| Capital International Sarl | 2,343 | $348.8K | 0.01% | +2,343 | New |
| Concurrent Investment Advisors, LLC | 2,349 | $349.7K | 0.01% | −138−5.5% | Reduced |
| Gateway Investment Advisers LLC | 2,402 | $357.6K | 0.00% | −29−1.2% | Reduced |
| Matrix Asset Advisors Inc | 2,414 | $359.4K | 0.04% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 2,426 | $361.2K | 0.01% | −1,241−33.8% | Reduced |
| Modera Wealth Management, LLC | 2,443 | $363.7K | 0.01% | −304−11.1% | Reduced |
| Advisors Asset Management, Inc. | 2,447 | $364.3K | 0.01% | +1,165+90.9% | Added |
| Mount Vernon Associates Inc | 2,450 | $365.0K | 0.31% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 2,467 | $367.3K | 0.01% | −1,659−40.2% | Reduced |
| Plimoth Trust Co LLC | 2,474 | $368.4K | 0.10% | −526−17.5% | Reduced |
| WSFS Capital Management, LLC | 2,477 | $368.8K | 0.02% | −85−3.3% | Reduced |
| Cipher Capital LP | 2,503 | $372.7K | 0.17% | +2,503 | New |
| Bank of Stockton | 2,518 | $374.9K | 0.12% | +2,518 | New |
| Silvercrest Asset Management Group LLC | 2,527 | $376.3K | 0.00% | −233−8.4% | Reduced |
| Riverview Trust Co | 2,536 | $377.6K | 0.29% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 2,542 | $378.4K | 0.02% | +669+35.7% | Added |
| Cornerstone Wealth Management, LLC | 2,549 | $379.5K | 0.03% | +16+0.6% | Added |
| Perigon Wealth Management, LLC | 2,560 | $381.1K | 0.01% | +197+8.3% | Added |
| 626 Financial, LLC | 2,591 | $385.8K | 0.23% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 2,591 | $386.0K | 0.03% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 2,616 | $389.5K | 0.19% | +2,616 | New |
| Hara Capital LLC | 2,625 | $390.8K | 0.23% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 2,627 | $391.1K | 0.03% | +302+13.0% | Added |