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 |
|---|---|---|---|---|---|
| RMR Wealth Builders | 4,000 | $595.6K | 0.07% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 4,006 | $596.5K | 0.53% | −100−2.4% | Reduced |
| Cigna Investments Inc | 4,005 | $597.0K | 0.11% | −79−1.9% | Reduced |
| National Asset Management, Inc. | 6,153 | $597.1K | 0.02% | +289+4.9% | Added |
| Sweet Financial Partners, LLC | 4,030 | $600.0K | 0.14% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 4,036 | $600.9K | 0.05% | −193−4.6% | Reduced |
| Whittier Trust Co | 4,059 | $604.3K | 0.01% | +1,899+87.9% | Added |
| Western Wealth Management, LLC | 4,072 | $606.3K | 0.05% | +190+4.9% | Added |
| SYSTM Wealth Solutions LLC | 4,078 | $607.2K | 0.08% | +161+4.1% | Added |
| Prospera Financial Services Inc | 4,071 | $607.4K | 0.02% | −1,053−20.6% | Reduced |
| Denali Advisors LLC | 4,100 | $610.4K | 0.18% | −2,300−35.9% | Reduced |
| Ameritas Investment Partners, Inc. | 4,115 | $612.7K | 0.02% | −118−2.8% | Reduced |
| Parkside Financial Bank & Trust | 4,117 | $613.0K | 0.10% | +1,217+42.0% | Added |
| Capstone Investment Advisors, LLC | 4,118 | $613.1K | 0.01% | +1,202+41.2% | Added |
| NorthRock Partners, LLC | 4,192 | $624.1K | 0.02% | +968+30.0% | Added |
| Umb Bank N A | 4,201 | $625.5K | 0.01% | −2,012−32.4% | Reduced |
| Angeles Investment Advisors, LLC | 4,213 | $627.3K | 0.03% | +171+4.2% | Added |
| LGT Financial Advisors LLC | 4,253 | $633.2K | 0.74% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 4,258 | $634.0K | 0.01% | +958+29.0% | Added |
| South State Corp. | 4,265 | $635.0K | 0.05% | −182−4.1% | Reduced |
| My Legacy Advisors, LLC | 4,266 | $635.2K | 0.21% | +4,266 | New |
| Franklin Street Advisors Inc | 4,274 | $636.0K | 0.05% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 4,309 | $641.6K | 0.02% | +1,472+51.9% | Added |
| Uncommon Cents Investing LLC | 4,330 | $644.7K | 0.20% | 00.0% | Unchanged |
| Marex Group plc | 4,347 | $647.2K | 0.02% | +721+19.9% | Added |
| V-Square Quantitative Management LLC | 4,380 | $652.1K | 0.11% | +1,543+54.4% | Added |
| Duff & Phelps Investment Management Co | 4,404 | $655.7K | 0.01% | +167+3.9% | Added |
| Summit Financial Group Inc | 4,412 | $656.9K | 0.23% | 00.0% | Unchanged |
| Eisler Capital (UK) Ltd. | 4,420 | $658.1K | 0.08% | −7,202−62.0% | Reduced |
| Mountain Pacific Investment Advisers Inc | 4,448 | $662.3K | 0.04% | 00.0% | Unchanged |
| Trust Asset Management LLC | 4,466 | $664.9K | 0.06% | 00.0% | Unchanged |
| Sky Investment Group LLC | 4,490 | $668.5K | 0.13% | −6−0.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,516 | $672.0K | 0.01% | −23−0.5% | Reduced |
| Donoghue Forlines LLC | 4,579 | $681.8K | 0.19% | −871−16.0% | Reduced |
| Wedmont Private Capital | 4,758 | $682.9K | 0.05% | +662+16.2% | Added |
| Vantage Consulting Group Inc | 4,618 | $687.6K | 0.44% | +1,974+74.7% | Added |
| Aspen Wealth Strategies, LLC | 4,638 | $690.6K | 0.48% | −516−10.0% | Reduced |
| Pinebridge Investments, L.P. | 4,695 | $699.0K | 0.01% | −7,878−62.7% | Reduced |
| Trustmark National Bank Trust Department | 4,696 | $699.2K | 0.06% | +446+10.5% | Added |
| Stony Point Wealth Management Inc. | 4,711 | $701.4K | 0.30% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 4,720 | $702.8K | 0.11% | −1,350−22.2% | Reduced |
| Independent Advisor Alliance | 4,758 | $708.4K | 0.03% | +250+5.5% | Added |
| Meridian Financial Partners LLC | 5,200 | $709.0K | 0.91% | +210+4.2% | Added |
| Quadrant Capital Group LLC | 4,791 | $713.3K | 0.06% | +57+1.2% | Added |
| Qtron Investments LLC | 4,811 | $716.3K | 0.10% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 4,814 | $716.8K | 0.07% | +19+0.4% | Added |
| Sumitomo Life Insurance Co | 4,815 | $716.9K | 0.02% | −270−5.3% | Reduced |
| Prudential PLC | 4,833 | $719.6K | 0.01% | −17,890−78.7% | Reduced |
| First PREMIER Bank | 4,854 | $722.0K | 0.19% | −472−8.9% | Reduced |
| Axxcess Wealth Management, LLC | 4,869 | $725.0K | 0.02% | −1,484−23.4% | Reduced |
| VCI Wealth Management LLC | 4,968 | $739.6K | 0.50% | −623−11.1% | Reduced |
| Valeo Financial Advisors, LLC | 4,997 | $743.9K | 0.03% | −9−0.2% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 5,000 | $744.5K | 0.23% | 00.0% | Unchanged |
| City Holding Co | 5,023 | $747.8K | 0.11% | +80+1.6% | Added |
| Neville Rodie & Shaw Inc | 5,105 | $760.0K | 0.06% | −100−1.9% | Reduced |
| Wealthspire Advisors, LLC | 5,179 | $771.1K | 0.01% | +117+2.3% | Added |
| Forum Financial Management, LP | 5,203 | $774.6K | 0.01% | +6+0.1% | Added |
| AXA S.A. | 5,231 | $778.8K | 0.00% | −8,525−62.0% | Reduced |
| Regions Financial Corp | 5,250 | $781.7K | 0.01% | +595+12.8% | Added |
| FDx Advisors, Inc. | 5,314 | $791.0K | 0.12% | −9,792−64.8% | Reduced |
| Northern Financial Advisors Inc | 5,399 | $803.9K | 0.63% | −48−0.9% | Reduced |
| GWM Advisors LLC | 5,457 | $812.5K | 0.01% | −601−9.9% | Reduced |
| Hilltop National Bank | 5,489 | $817.3K | 0.28% | +5,489 | New |
| Addison Capital Co | 5,502 | $819.3K | 0.41% | +759+16.0% | Added |
| Plato Investment Management Ltd | 5,519 | $821.7K | 0.08% | +5,381+3,899.3% | Added |
| Sequoia Financial Advisors, LLC | 5,582 | $831.1K | 0.01% | −2,437−30.4% | Reduced |
| Graypoint LLC | 5,604 | $834.4K | 0.06% | −274−4.7% | Reduced |
| Moody National Bank Trust Division | 5,661 | $842.9K | 0.07% | −149−2.6% | Reduced |
| Wright Investors Service Inc | 5,662 | $843.0K | 0.21% | +5,662 | New |
| Profund Advisors LLC | 5,665 | $843.5K | 0.03% | +166+3.0% | Added |
| Ashton Thomas Private Wealth, LLC | 5,713 | $850.6K | 0.05% | −35−0.6% | Reduced |
| Pettyjohn, Wood & White, Inc | 5,735 | $853.9K | 0.17% | +3,000+109.7% | Added |
| Highlander Capital Management, LLC | 5,800 | $863.6K | 0.30% | 00.0% | Unchanged |
| Arden Trust Co | 5,802 | $863.9K | 0.12% | −32−0.5% | Reduced |
| GLOBALT Investments LLC | 5,881 | $875.6K | 0.03% | +173+3.0% | Added |
| Bank Ozk | 5,939 | $884.3K | 0.40% | −918−13.4% | Reduced |
| Jeppson Wealth Management, LLC | 5,949 | $885.7K | 0.34% | −218−3.5% | Reduced |
| Whitener Capital Management, Inc. | 5,951 | $886.0K | 0.29% | −440−6.9% | Reduced |
| CSS LLC | 5,958 | $887.1K | 0.07% | −42−0.7% | Reduced |
| Spire Wealth Management | 5,959 | $887.3K | 0.02% | +27+0.5% | Added |
| Salzhauer Michael | 5,991 | $892.0K | 0.72% | −5,571−48.2% | Reduced |
| Glenview Trust Co | 6,040 | $899.3K | 0.02% | +165+2.8% | Added |
| Northern Oak Wealth Management Inc | 6,067 | $903.3K | 0.11% | +1,811+42.6% | Added |
| Scotia Capital Inc. | 6,138 | $913.9K | 0.01% | +6,138 | New |
| Investment Management Corp of Ontario | 6,153 | $916.1K | 0.03% | −2,800−31.3% | Reduced |
| Eagle Harbor Asset Management Inc | 6,165 | $917.9K | 0.98% | +19+0.3% | Added |
| Coldstream Capital Management Inc | 6,183 | $920.6K | 0.02% | +113+1.9% | Added |
| Cohen Klingenstein LLC | 6,280 | $935.0K | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 6,381 | $950.1K | 0.02% | +129+2.1% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 6,427 | $956.9K | 0.40% | −215−3.2% | Reduced |
| Sebold Capital Management, Inc. | 6,428 | $957.0K | 0.65% | −570−8.1% | Reduced |
| Arvest Investments, Inc. | 6,467 | $962.9K | 0.15% | −46−0.7% | Reduced |
| AIA Group Ltd | 6,495 | $967.0K | 0.03% | +6,495 | New |
| Barden Capital Management, Inc. | 6,541 | $973.9K | 0.94% | −2,320−26.2% | Reduced |
| Malaga Cove Capital, LLC | 6,546 | $974.6K | 0.40% | 00.0% | Unchanged |
| Capital Management Associates | 6,560 | $976.7K | 1.16% | −566−7.9% | Reduced |
| Prio Wealth Limited Partnership | 6,626 | $986.6K | 0.03% | +1,246+23.2% | Added |
| Westbourne Investment Advisors, Inc. | 6,665 | $992.0K | 0.37% | −605−8.3% | Reduced |
| Apollon Wealth Management, LLC | 6,683 | $995.0K | 0.03% | +410+6.5% | Added |
| Cidel Asset Management Inc | 6,685 | $995.3K | 0.08% | 00.0% | Unchanged |