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 |
|---|---|---|---|---|---|
| Courier Capital LLC | 11,108 | $1.65M | 0.12% | −299−2.6% | Reduced |
| Paradigm Financial Partners, LLC | 11,127 | $1.66M | 0.36% | +11,127 | New |
| Raymond James Trust N.A. | 11,254 | $1.68M | 0.04% | +369+3.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 11,264 | $1.68M | 0.03% | −44,763−79.9% | Reduced |
| Convergence Investment Partners, LLC | 11,302 | $1.68M | 0.64% | −323−2.8% | Reduced |
| Vectors Research Management, LLC | 11,332 | $1.69M | 0.48% | −749−6.2% | Reduced |
| Stratos Wealth Advisors, LLC | 11,449 | $1.70M | 0.10% | +209+1.9% | Added |
| United Services Automobile Association | 11,483 | $1.71M | 0.04% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 11,548 | $1.72M | 0.49% | +42+0.4% | Added |
| MAI Capital Management | 11,577 | $1.72M | 0.02% | +1,197+11.5% | Added |
| Evercore Wealth Management, LLC | 11,663 | $1.74M | 0.03% | −45−0.4% | Reduced |
| UniSuper Management Pty Ltd | 11,825 | $1.76M | 0.02% | +8,362+241.5% | Added |
| Rehmann Capital Advisory Group | 11,844 | $1.76M | 0.13% | +1,136+10.6% | Added |
| Ferguson Wellman Capital Management, Inc | 11,870 | $1.77M | 0.04% | −400−3.3% | Reduced |
| Avestar Capital, LLC | 11,877 | $1.77M | 0.20% | +1,469+14.1% | Added |
| Dynamic Advisor Solutions LLC | 11,922 | $1.78M | 0.06% | −364−3.0% | Reduced |
| Advisory Services Network, LLC | 12,021 | $1.79M | 0.04% | −275−2.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 12,070 | $1.80M | 0.05% | +16+0.1% | Added |
| 17 Capital Partners, LLC | 12,163 | $1.81M | 1.34% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 12,298 | $1.83M | 0.03% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 12,363 | $1.84M | 0.08% | +890+7.8% | Added |
| Cullen/Frost Bankers, Inc. | 12,426 | $1.85M | 0.03% | 00.0% | Unchanged |
| Transform Wealth, LLC | 12,440 | $1.85M | 0.18% | +310+2.6% | Added |
| Transcend Wealth Collective, LLC | 12,519 | $1.86M | 0.15% | −178−1.4% | Reduced |
| Tower Research Capital LLC (TRC) | 12,536 | $1.87M | 0.04% | −41,425−76.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 12,553 | $1.87M | 0.13% | −1,015−7.5% | Reduced |
| Baldwin Investment Management, LLC | 12,558 | $1.87M | 0.25% | −94−0.7% | Reduced |
| Boston Private Wealth LLC | 12,580 | $1.87M | 0.04% | −406−3.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 12,870 | $1.92M | 0.22% | +2,403+23.0% | Added |
| Everence Capital Management Inc | 12,880 | $1.92M | 0.13% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 13,136 | $1.96M | 0.06% | +36+0.3% | Added |
| Aviance Capital Partners, LLC | 13,172 | $1.96M | 0.29% | +524+4.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 13,194 | $1.96M | 0.07% | −577−4.2% | Reduced |
| Norinchukin Bank, The | 13,296 | $1.98M | 0.06% | −206−1.5% | Reduced |
| iA Global Asset Management Inc. | 13,373 | $1.99M | 0.04% | +1,749+15.0% | Added |
| IMA Wealth, Inc. | 13,483 | $2.01M | 0.95% | −101−0.7% | Reduced |
| Vista Investment Management | 13,511 | $2.01M | 0.82% | −1,392−9.3% | Reduced |
| TownSquare Capital, LLC | 13,600 | $2.02M | 0.03% | +1,381+11.3% | Added |
| Horizon Investments, LLC | 13,709 | $2.03M | 0.05% | +748+5.8% | Added |
| Atria Wealth Solutions, Inc. | 13,760 | $2.05M | 0.02% | +618+4.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 13,788 | $2.05M | 0.06% | +18+0.1% | Added |
| Peddock Capital Advisors, LLC | 13,792 | $2.05M | 0.54% | +279+2.1% | Added |
| Veriti Management LLC | 13,872 | $2.07M | 0.15% | +1,157+9.1% | Added |
| Eagle Rock Investment Company, LLC | 13,880 | $2.07M | 0.38% | −8,345−37.5% | Reduced |
| APG Asset Management N.V. | 15,076 | $2.08M | 0.00% | +900+6.3% | Added |
| Associated Banc-Corp | 14,151 | $2.11M | 0.07% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 14,303 | $2.13M | 0.12% | +1,190+9.1% | Added |
| Wedbush Securities Inc | 14,379 | $2.14M | 0.08% | +3,695+34.6% | Added |
| AdvisorNet Financial, Inc | 14,410 | $2.15M | 0.21% | −113−0.8% | Reduced |
| Empirical Finance, LLC | 14,444 | $2.15M | 0.13% | +467+3.3% | Added |
| HB Wealth Management, LLC | 14,446 | $2.15M | 0.03% | +961+7.1% | Added |
| Round Rock Advisors, LLC | 14,563 | $2.17M | 0.52% | −2,277−13.5% | Reduced |
| Brinker Capital Investments, LLC | 14,841 | $2.21M | 0.02% | +792+5.6% | Added |
| Orion Portfolio Solutions, LLC | 14,841 | $2.21M | 0.02% | +792+5.6% | Added |
| Omers Administration Corp | 14,900 | $2.22M | 0.03% | +14,900 | New |
| Stephens Inc | 14,956 | $2.23M | 0.03% | +4,693+45.7% | Added |
| ExodusPoint Capital Management, LP | 14,965 | $2.23M | 0.03% | −36,380−70.9% | Reduced |
| Ascent Group, LLC | 15,183 | $2.26M | 0.20% | +5,197+52.0% | Added |
| Cornerstone Advisors, LLC | 15,200 | $2.26M | 0.09% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 15,225 | $2.27M | 0.18% | +740+5.1% | Added |
| Gabelli Funds LLC | 15,300 | $2.28M | 0.02% | +1,250+8.9% | Added |
| Hudson Canyon Capital Management | 15,302 | $2.28M | 1.47% | 00.0% | Unchanged |
| Toroso Investments, LLC | 15,327 | $2.28M | 0.04% | −16,428−51.7% | Reduced |
| Metropolitan Life Insurance Co | 15,342 | $2.28M | 0.10% | −160−1.0% | Reduced |
| Vontobel Holding Ltd. | 15,525 | $2.31M | 0.02% | −989−6.0% | Reduced |
| CIBC Private Wealth Group, LLC | 15,935 | $2.32M | 0.00% | −111−0.7% | Reduced |
| Park Avenue Securities LLC | 15,659 | $2.33M | 0.03% | +11,682+293.7% | Added |
| YHB Investment Advisors, Inc. | 15,757 | $2.35M | 0.21% | −1,321−7.7% | Reduced |
| Garrett Investment Advisors LLC | 15,770 | $2.35M | 0.30% | −813−4.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 15,817 | $2.36M | 0.01% | +2,675+20.4% | Added |
| Welch & Forbes LLC | 15,979 | $2.38M | 0.03% | −17,127−51.7% | Reduced |
| Diversified Trust Co | 15,985 | $2.38M | 0.07% | +10,621+198.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 15,987 | $2.38M | 0.18% | +15,987 | New |
| Valley National Advisers Inc | 16,366 | $2.44M | 0.37% | +75+0.5% | Added |
| Northwestern Mutual Wealth Management Co | 16,415 | $2.44M | 0.00% | +1,131+7.4% | Added |
| FineMark National Bank & Trust | 16,502 | $2.46M | 0.09% | −43−0.3% | Reduced |
| Pinnacle Associates Ltd | 16,549 | $2.46M | 0.04% | −1,060−6.0% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 16,561 | $2.47M | 0.18% | −974−5.6% | Reduced |
| Metis Global Partners, LLC | 16,737 | $2.49M | 0.09% | −420−2.4% | Reduced |
| Landscape Capital Management, L.L.C. | 16,748 | $2.49M | 0.22% | +1,593+10.5% | Added |
| Tiaa Trust, National Association | 16,760 | $2.50M | 0.01% | −100−0.6% | Reduced |
| CIBC World Markets Inc. | 16,790 | $2.50M | 0.01% | +756+4.7% | Added |
| Fifth Third Bancorp | 16,812 | $2.50M | 0.01% | −2,067−10.9% | Reduced |
| 1832 Asset Management L.P. | 17,031 | $2.54M | 0.00% | −2,964−14.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 17,119 | $2.55M | 0.01% | −597−3.4% | Reduced |
| AE Wealth Management LLC | 17,251 | $2.57M | 0.03% | +6,322+57.8% | Added |
| Bayesian Capital Management, LP | 17,300 | $2.58M | 0.25% | +100+0.6% | Added |
| EJF Capital LLC | 17,397 | $2.59M | 1.80% | +1,558+9.8% | Added |
| Kingsview Wealth Management, LLC | 17,441 | $2.60M | 0.07% | +764+4.6% | Added |
| Flputnam Investment Management Co | 17,516 | $2.61M | 0.06% | +28+0.2% | Added |
| Morningstar Investment Management LLC | 17,700 | $2.63M | 0.29% | −1,344−7.1% | Reduced |
| Midwest Professional Planners, LTD. | 17,742 | $2.64M | 0.93% | +6,093+52.3% | Added |
| DF Dent & Co Inc | 17,833 | $2.66M | 0.03% | −30.0% | Reduced |
| Trust Co of Vermont | 18,479 | $2.75M | 0.15% | −738−3.8% | Reduced |
| Tufton Capital Management | 18,693 | $2.78M | 0.55% | −100−0.5% | Reduced |
| BancorpSouth Bank | 18,764 | $2.79M | 0.20% | +889+5.0% | Added |
| Steward Partners Investment Advisory, LLC | 18,974 | $2.83M | 0.03% | +1,626+9.4% | Added |
| River Wealth Advisors LLC | 19,034 | $2.83M | 0.41% | −1,641−7.9% | Reduced |
| New Mexico Educational Retirement Board | 19,217 | $2.86M | 0.10% | −600−3.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 19,216 | $2.86M | 0.01% | +19,216 | New |