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 |
|---|---|---|---|---|---|
| E. Ohman J:or Asset Management AB | 6,700 | $997.6K | 0.03% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 6,716 | $999.9K | 0.16% | +20.0% | Added |
| EPG Wealth Management LLC | 6,727 | $1.00M | 0.25% | +107+1.6% | Added |
| Proequities, Inc. | 6,730 | $1.00M | 0.06% | +5,335+382.4% | Added |
| DoubleLine ETF Adviser LP | 6,734 | $1.00M | 0.26% | +361+5.7% | Added |
| Sargent Investment Group, LLC | 6,765 | $1.01M | 0.22% | −2,658−28.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 6,797 | $1.01M | 0.07% | +1,438+26.8% | Added |
| Arrow Financial Corp | 6,820 | $1.02M | 0.10% | 00.0% | Unchanged |
| Vestcor Inc | 6,979 | $1.04M | 0.04% | −1,091−13.5% | Reduced |
| Jefferies Financial Group Inc. | 7,000 | $1.04M | 0.02% | +738+11.8% | Added |
| Hennessy Advisors Inc | 7,000 | $1.04M | 0.04% | +1,000+16.7% | Added |
| RFG Advisory, LLC | 7,007 | $1.04M | 0.04% | +155+2.3% | Added |
| Simplicity Wealth,LLC | 7,051 | $1.05M | 0.03% | +7,051 | New |
| Prime Capital Investment Advisors, LLC | 7,051 | $1.05M | 0.01% | +17+0.2% | Added |
| Bleakley Financial Group, LLC | 7,054 | $1.05M | 0.03% | +1,205+20.6% | Added |
| Parallel Advisors, LLC | 7,057 | $1.05M | 0.03% | −20.0% | Reduced |
| Banque Cantonale Vaudoise | 7,056 | $1.05M | 0.04% | +784+12.5% | Added |
| Federation des caisses Desjardins du Quebec | 7,465 | $1.05M | 0.01% | +3,305+79.4% | Added |
| Private Advisor Group, LLC | 7,084 | $1.05M | 0.01% | −1,836−20.6% | Reduced |
| CWM, LLC | 7,188 | $1.07M | 0.01% | +819+12.9% | Added |
| Selway Asset Management | 7,233 | $1.08M | 0.43% | 00.0% | Unchanged |
| Marshall Wace, LLP | 7,259 | $1.08M | 0.00% | −20,641−74.0% | Reduced |
| Founders Financial Securities LLC | 7,311 | $1.09M | 0.11% | +658+9.9% | Added |
| Savant Capital, LLC | 7,370 | $1.10M | 0.01% | +568+8.4% | Added |
| Cary Street Partner Investment Advisory LLC | 7,427 | $1.11M | 0.05% | −237−3.1% | Reduced |
| HighPoint Advisor Group LLC | 7,776 | $1.11M | 0.08% | +1,138+17.1% | Added |
| Central Pacific Bank - Trust Division | 7,650 | $1.11M | 0.14% | +7,650 | New |
| Brown Brothers Harriman & Co | 7,480 | $1.11M | 0.01% | +165+2.3% | Added |
| Ironwood Investment Counsel, LLC | 7,580 | $1.13M | 0.20% | −595−7.3% | Reduced |
| Asset Dedication, LLC | 7,600 | $1.13M | 0.08% | −48−0.6% | Reduced |
| First Horizon Advisors, Inc. | 7,633 | $1.14M | 0.04% | −8,855−53.7% | Reduced |
| Ossiam | 7,639 | $1.14M | 0.02% | −2,009−20.8% | Reduced |
| Johnson Financial Group, Inc. | 7,759 | $1.16M | 0.06% | −1,530−16.5% | Reduced |
| Regatta Capital Group, LLC | 7,772 | $1.16M | 0.26% | +419+5.7% | Added |
| Intrust Bank NA | 7,814 | $1.16M | 0.12% | +225+3.0% | Added |
| Empowered Funds, LLC | 7,846 | $1.17M | 0.02% | −7,249−48.0% | Reduced |
| Leisure Capital Management | 7,890 | $1.17M | 0.59% | −391−4.7% | Reduced |
| Family Legacy, Inc. | 7,920 | $1.18M | 0.42% | +10.0% | Added |
| HM Payson & Co | 8,032 | $1.20M | 0.02% | 00.0% | Unchanged |
| Main Street Group, LTD | 8,257 | $1.20M | 0.52% | +147+1.8% | Added |
| Aquatic Capital Management LLC | 8,100 | $1.21M | 0.04% | +8,100 | New |
| Dai-Ichi Life Insurance Company, Ltd | 8,162 | $1.22M | 0.03% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 8,200 | $1.22M | 0.01% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 8,270 | $1.23M | 0.02% | +3,543+75.0% | Added |
| JBF Capital, Inc. | 8,350 | $1.24M | 0.20% | 00.0% | Unchanged |
| Navalign, LLC | 8,476 | $1.26M | 0.42% | +159+1.9% | Added |
| Degroof Petercam Asset Management | 8,500 | $1.27M | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 8,583 | $1.28M | 0.04% | +1,940+29.2% | Added |
| Retireful, LLC | 8,606 | $1.28M | 0.53% | −9,868−53.4% | Reduced |
| CAPROCK Group, Inc. | 8,623 | $1.28M | 0.07% | +201+2.4% | Added |
| Cassaday & Co Wealth Management LLC | 8,650 | $1.29M | 0.04% | +442+5.4% | Added |
| NJ State Employees Deferred Compensation Plan | 8,733 | $1.30M | 0.16% | 00.0% | Unchanged |
| Argent Trust Co | 8,756 | $1.30M | 0.06% | −92−1.0% | Reduced |
| Pitcairn Co | 8,774 | $1.31M | 0.08% | +340+4.0% | Added |
| Wolf Group Capital Advisors | 12,073 | $1.32M | 0.63% | 00.0% | Unchanged |
| Caxton Associates LP | 8,903 | $1.33M | 0.09% | 00.0% | Unchanged |
| Signaturefd, LLC | 8,955 | $1.33M | 0.03% | −75−0.8% | Reduced |
| Allworth Financial LP | 8,957 | $1.33M | 0.01% | −738−7.6% | Reduced |
| Owen LaRue, LLC | 8,962 | $1.33M | 0.83% | +8,962 | New |
| Vestmark Advisory Solutions, Inc. | 8,965 | $1.33M | 0.06% | +8,965 | New |
| Meeder Advisory Services, Inc. | 8,967 | $1.34M | 0.14% | +240+2.8% | Added |
| NEOS Investment Management LLC | 9,059 | $1.35M | 0.08% | +3,668+68.0% | Added |
| Massmutual Trust Co FSB | 9,160 | $1.36M | 0.04% | −175−1.9% | Reduced |
| Gotham Asset Management, LLC | 9,187 | $1.37M | 0.02% | +272+3.1% | Added |
| Great Lakes Retirement, Inc. | 9,250 | $1.38M | 0.20% | −314−3.3% | Reduced |
| Daymark Wealth Partners, LLC | 9,254 | $1.38M | 0.07% | −407−4.2% | Reduced |
| Ci Investments Inc. | 9,255 | $1.38M | 0.01% | +1,087+13.3% | Added |
| Harbour Investments, Inc. | 9,315 | $1.39M | 0.05% | +2,617+39.1% | Added |
| Snowden Capital Advisors LLC | 9,371 | $1.40M | 0.04% | +2,207+30.8% | Added |
| Jones Financial Companies LLLP | 9,605 | $1.43M | 0.00% | +5,441+130.7% | Added |
| Portfolio Design Labs, LLC | 9,655 | $1.44M | 0.48% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 9,686 | $1.44M | 0.07% | +671+7.4% | Added |
| CWA Asset Management Group, LLC | 9,713 | $1.45M | 0.09% | +9,713 | New |
| Bridges Investment Management Inc | 9,750 | $1.45M | 0.05% | −525−5.1% | Reduced |
| Wetherby Asset Management Inc | 9,764 | $1.45M | 0.07% | −6−0.1% | Reduced |
| Greenleaf Trust | 9,766 | $1.45M | 0.01% | +62+0.6% | Added |
| Lakeview Capital Partners, LLC | 9,776 | $1.46M | 0.24% | −198−2.0% | Reduced |
| Country Club Bank | 9,806 | $1.46M | 0.10% | −4,524−31.6% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 9,904 | $1.48M | 0.19% | 00.0% | Unchanged |
| Ally Financial Inc. | 10,000 | $1.49M | 0.20% | 00.0% | Unchanged |
| American Assets Inc | 10,000 | $1.49M | 0.56% | 00.0% | Unchanged |
| PCJ Investment Counsel Ltd. | 10,000 | $1.49M | 0.49% | +10,000 | New |
| Coastal Investment Advisors, Inc. | 10,023 | $1.49M | 0.31% | +132+1.3% | Added |
| Nomura Holdings Inc | 10,039 | $1.49M | 0.01% | +10,039 | New |
| Two Sigma Investments, LP | 10,100 | $1.50M | 0.00% | −6,100−37.7% | Reduced |
| Culbertson A N & Co Inc | 10,200 | $1.52M | 0.26% | +125+1.2% | Added |
| Rakuten Investment Management, Inc. | 10,233 | $1.52M | 0.01% | +9,290+985.2% | Added |
| Wealth Advisors of Tampa Bay, LLC | 10,263 | $1.53M | 0.73% | −3,520−25.5% | Reduced |
| Paradigm Asset Management Co LLC | 10,300 | $1.53M | 0.39% | −700−6.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 10,460 | $1.56M | 0.56% | +1,203+13.0% | Added |
| Shell Asset Management Co | 11,379 | $1.57M | 0.07% | +2,284+25.1% | Added |
| Ieq Capital, LLC | 10,628 | $1.58M | 0.02% | +2,208+26.2% | Added |
| Equitable Holdings, Inc. | 10,653 | $1.59M | 0.02% | +6,974+189.6% | Added |
| Peapack Gladstone Financial Corp | 10,666 | $1.59M | 0.02% | −477−4.3% | Reduced |
| Canal Capital Management, LLC | 10,670 | $1.59M | 0.27% | +36+0.3% | Added |
| Grey Street Capital, LLC | 10,695 | $1.59M | 0.22% | +10,695 | New |
| Ritholtz Wealth Management | 10,789 | $1.61M | 0.06% | +1,128+11.7% | Added |
| Panagora Asset Management Inc | 10,790 | $1.61M | 0.01% | −407,614−97.4% | Reduced |
| Stratos Wealth Partners, LTD. | 10,944 | $1.63M | 0.03% | +43+0.4% | Added |
| Somerset Trust Co | 10,946 | $1.63M | 0.66% | −171−1.5% | Reduced |