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 |
|---|---|---|---|---|---|
| Trust Point Inc. | 2,645 | $393.8K | 0.03% | +2,645 | New |
| Moneta Group Investment Advisors LLC | 2,646 | $394.0K | 0.01% | +112+4.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,651 | $394.7K | 0.07% | −366−12.1% | Reduced |
| Hartline Investment Corp | 2,651 | $394.7K | 0.07% | +2,651 | New |
| Western Pacific Wealth Management, LP | 2,655 | $395.3K | 0.29% | +190+7.7% | Added |
| Manchester Capital Management LLC | 2,676 | $398.4K | 0.05% | +106+4.1% | Added |
| Sunflower Bank, N.A. | 2,700 | $402.0K | 0.09% | −36−1.3% | Reduced |
| Parsons Capital Management Inc | 2,724 | $405.6K | 0.03% | +30+1.1% | Added |
| Pointe Capital Management LLC | 2,736 | $407.4K | 0.25% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 2,749 | $409.3K | 0.03% | +176+6.8% | Added |
| Verus Financial Partners, Inc. | 2,764 | $411.6K | 0.05% | −248−8.2% | Reduced |
| Zullo Investment Group, Inc. | 2,772 | $412.8K | 0.19% | +12+0.4% | Added |
| Crestwood Advisors Group LLC | 2,789 | $415.3K | 0.01% | −6,468−69.9% | Reduced |
| TD Waterhouse Canada Inc. | 2,737 | $415.8K | 0.00% | −515−15.8% | Reduced |
| Clarius Group, LLC | 2,816 | $419.3K | 0.03% | −341−10.8% | Reduced |
| Verdad Advisers, LP | 2,816 | $419.3K | 0.46% | +2,816 | New |
| RSM US Wealth Management LLC | 2,828 | $421.0K | 0.01% | +706+33.3% | Added |
| Smith Chas P & Associates Pa Cpas | 2,829 | $421.2K | 0.03% | +76+2.8% | Added |
| Wolverine Trading, LLC | 2,839 | $422.7K | 0.00% | −42,247−93.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,918 | $434.5K | 0.07% | +339+13.1% | Added |
| AlTi Global, Inc. | 2,933 | $436.7K | 0.01% | +622+26.9% | Added |
| Smartleaf Asset Management LLC | 3,030 | $437.9K | 0.08% | +1,058+53.7% | Added |
| Lester Murray Antman dba SimplyRich | 2,939 | $438.0K | 0.14% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 2,943 | $438.2K | 0.04% | +6+0.2% | Added |
| ProVise Management Group, LLC | 2,950 | $439.2K | 0.04% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 2,950 | $439.2K | 0.26% | +2,950 | New |
| Kathmere Capital Management, LLC | 2,957 | $440.3K | 0.05% | +258+9.6% | Added |
| Balentine LLC | 2,974 | $442.8K | 0.01% | −12−0.4% | Reduced |
| Checchi Capital Advisers, LLC | 2,980 | $443.7K | 0.03% | +28+0.9% | Added |
| Quotient Wealth Partners, LLC | 2,999 | $446.6K | 0.02% | +1,232+69.7% | Added |
| Hartford Financial Management Inc. | 3,000 | $446.7K | 0.09% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 3,000 | $446.7K | 0.38% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 3,018 | $449.4K | 0.03% | −255−7.8% | Reduced |
| Jump Financial, LLC | 3,054 | $454.7K | 0.01% | +358+13.3% | Added |
| tru Independence LLC | 3,061 | $455.8K | 0.13% | −6−0.2% | Reduced |
| Montecito Bank & Trust | 3,082 | $458.9K | 0.09% | −439−12.5% | Reduced |
| Conning Inc. | 3,095 | $460.8K | 0.02% | −120−3.7% | Reduced |
| Abbrea Capital, LLC | 3,102 | $462.0K | 0.06% | −60−1.9% | Reduced |
| NBC Securities, Inc. | 3,117 | $464.0K | 0.04% | −295−8.6% | Reduced |
| Merit Financial Group, LLC | 3,259 | $464.1K | 0.01% | +451+16.1% | Added |
| Vident Advisory, LLC | 3,130 | $466.1K | 0.01% | +238+8.2% | Added |
| Burke & Herbert Bank & Trust Co | 3,152 | $469.3K | 0.35% | −234−6.9% | Reduced |
| Continuum Advisory, LLC | 3,310 | $471.6K | 0.07% | +3,310 | New |
| Atlantic Union Bankshares Corp | 3,170 | $472.0K | 0.04% | 00.0% | Unchanged |
| XML Financial, LLC | 3,170 | $472.0K | 0.05% | +3+0.1% | Added |
| Global Trust Asset Management, LLC | 3,175 | $472.7K | 0.19% | −10−0.3% | Reduced |
| MQS Management LLC | 3,175 | $472.7K | 0.27% | +1,069+50.8% | Added |
| Ingalls & Snyder LLC | 3,190 | $475.0K | 0.02% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,196 | $475.9K | 0.02% | +648+25.4% | Added |
| International Assets Investment Management, LLC | 345,961 | $477.5K | 0.05% | +284,999+467.5% | Added |
| Epoch Investment Partners, Inc. | 3,208 | $477.6K | 0.00% | −63−1.9% | Reduced |
| Aspiriant, LLC | 3,220 | $479.4K | 0.02% | +146+4.7% | Added |
| Diversified Investment Strategies, LLC | 3,227 | $480.5K | 0.32% | 00.0% | Unchanged |
| Lincoln National Corp | 3,253 | $484.4K | 0.01% | +429+15.2% | Added |
| Financial Security Advisor, Inc. | 3,255 | $484.6K | 0.17% | +75+2.4% | Added |
| Personal Cfo Solutions, LLC | 3,257 | $485.0K | 0.08% | −88−2.6% | Reduced |
| Hancock Whitney Corp | 3,295 | $490.6K | 0.02% | −106−3.1% | Reduced |
| Balyasny Asset Management LLC | 3,305 | $492.1K | 0.00% | +3,305 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3,336 | $496.7K | 0.14% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 3,354 | $499.4K | 0.08% | +1,502+81.1% | Added |
| First National Trust Co | 3,355 | $499.5K | 0.02% | −75−2.2% | Reduced |
| Stonegate Investment Group, LLC | 3,359 | $500.1K | 0.02% | +117+3.6% | Added |
| Venture Visionary Partners LLC | 3,384 | $503.9K | 0.02% | −13−0.4% | Reduced |
| Diversify Advisory Services, LLC | 3,469 | $504.0K | 0.03% | +3,469 | New |
| Gryphon Financial Partners LLC | 3,396 | $505.6K | 0.08% | −142−4.0% | Reduced |
| Integrated Investment Consultants, LLC | 3,403 | $506.7K | 0.14% | +1,699+99.7% | Added |
| Circle Wealth Management, LLC | 3,411 | $507.8K | 0.01% | +10.0% | Added |
| Transcendent Capital Group LLC | 3,421 | $509.4K | 0.30% | −2,024−37.2% | Reduced |
| Concentric Wealth Management, LLC | 3,434 | $511.3K | 0.14% | 00.0% | Unchanged |
| Rockland Trust Co | 3,455 | $514.4K | 0.03% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 3,458 | $514.9K | 0.03% | −8,417−70.9% | Reduced |
| Americana Partners, LLC | 3,485 | $518.9K | 0.04% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 3,497 | $520.7K | 0.10% | −68−1.9% | Reduced |
| Connective Portfolio Management, LLC | 3,500 | $521.1K | 0.92% | −2,500−41.7% | Reduced |
| Flagship Harbor Advisors, LLC | 3,511 | $522.8K | 0.03% | −1,254−26.3% | Reduced |
| Fulton Bank, N.A. | 3,528 | $525.3K | 0.02% | −1,095−23.7% | Reduced |
| St Germain D J Co Inc | 3,541 | $527.2K | 0.03% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 3,544 | $527.6K | 0.05% | −1,698−32.4% | Reduced |
| FIL Ltd | 3,548 | $528.3K | 0.00% | +3,548 | New |
| Geneos Wealth Management Inc. | 3,576 | $532.4K | 0.02% | −40,727−91.9% | Reduced |
| Two Sigma Advisers, LP | 3,600 | $536.0K | 0.00% | +3,600 | New |
| Busey Wealth Management | 3,616 | $538.4K | 0.02% | −62−1.7% | Reduced |
| Brookstone Capital Management | 3,627 | $540.1K | 0.01% | −226−5.9% | Reduced |
| Armstrong Advisory Group, Inc | 4,136 | $542.3K | 0.05% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 3,667 | $546.0K | 0.03% | +3,667 | New |
| Moors & Cabot, Inc. | 3,677 | $547.4K | 0.03% | −25−0.7% | Reduced |
| Keybank National Association | 3,708 | $552.1K | 0.00% | −1,028−21.7% | Reduced |
| RWC Asset Management LLP | 3,716 | $553.3K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,743 | $557.3K | 0.06% | +912+32.2% | Added |
| Joule Financial, LLC | 3,799 | $565.6K | 0.23% | +208+5.8% | Added |
| Empower Advisory Group, LLC | 3,815 | $568.0K | 0.00% | +711+22.9% | Added |
| ARGA Investment Management, LP | 3,838 | $571.4K | 0.02% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 3,853 | $573.7K | 0.02% | +194+5.3% | Added |
| ASB Consultores, LLC | 3,864 | $575.3K | 0.15% | +3,864 | New |
| Syon Capital LLC | 3,877 | $577.3K | 0.05% | +129+3.4% | Added |
| Baker Tilly Wealth Management, LLC | 3,903 | $581.2K | 0.11% | +23+0.6% | Added |
| Everpar Advisors LLC | 3,908 | $581.9K | 0.35% | −3,297−45.8% | Reduced |
| GAMMA Investing LLC | 3,911 | $582.3K | 0.12% | +930+31.2% | Added |
| Central Trust Co | 3,931 | $585.3K | 0.01% | −492−11.1% | Reduced |
| Lake Street Advisors Group, LLC | 3,964 | $590.1K | 0.03% | −80−2.0% | Reduced |