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 |
|---|---|---|---|---|---|
| Avantax Advisory Services, Inc. | 19,333 | $2.88M | 0.03% | −89−0.5% | Reduced |
| Spears Abacus Advisors LLC | 19,544 | $2.91M | 0.06% | +19,544 | New |
| Intact Investment Management Inc. | 19,700 | $2.93M | 0.12% | −6,700−25.4% | Reduced |
| Twin Capital Management Inc | 19,709 | $2.93M | 0.36% | −970−4.7% | Reduced |
| Oppenheimer & Co Inc | 19,989 | $2.98M | 0.05% | −1,872−8.6% | Reduced |
| United Capital Financial Advisers, LLC | 20,128 | $3.00M | 0.02% | −4,742−19.1% | Reduced |
| Quantinno Capital Management LP | 20,140 | $3.00M | 0.07% | +3,948+24.4% | Added |
| Alaska Permanent Fund Corp | 20,150 | $3.00M | 0.04% | −647−3.1% | Reduced |
| Heritage Trust Co | 20,533 | $3.06M | 0.41% | +173+0.8% | Added |
| Dana Investment Advisors, Inc. | 20,653 | $3.08M | 0.10% | +20,653 | New |
| Riverview Capital Advisers, LLC | 19,777 | $3.12M | 1.07% | +91+0.5% | Added |
| Montag A & Associates Inc | 21,318 | $3.17M | 0.16% | 00.0% | Unchanged |
| Blair William & Co | 21,612 | $3.22M | 0.01% | +259+1.2% | Added |
| Factorial Partners, LLC | 21,700 | $3.23M | 1.84% | −14,200−39.6% | Reduced |
| Kestra Advisory Services, LLC | 21,960 | $3.27M | 0.02% | +2,906+15.3% | Added |
| Louisiana State Employees Retirement System | 22,100 | $3.29M | 0.06% | −900−3.9% | Reduced |
| Legato Capital Management LLC | 22,193 | $3.30M | 0.40% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 22,404 | $3.34M | 0.10% | −1,720−7.1% | Reduced |
| BKD Wealth Advisors, LLC | 22,763 | $3.39M | 0.09% | −1,854−7.5% | Reduced |
| Integrated Wealth Concepts LLC | 23,272 | $3.46M | 0.05% | −1,704−6.8% | Reduced |
| Brown Advisory Inc | 23,599 | $3.51M | 0.00% | +1,175+5.2% | Added |
| Atomi Financial Group, Inc. | 23,778 | $3.54M | 0.33% | +21,513+949.8% | Added |
| AMG National Trust Bank | 24,104 | $3.59M | 0.10% | −7,666−24.1% | Reduced |
| Hohimer Wealth Management, LLC | 24,503 | $3.65M | 0.85% | −349−1.4% | Reduced |
| Hartford Investment Management Co | 24,567 | $3.66M | 0.13% | −1,114−4.3% | Reduced |
| Naples Money Management LLC | 24,700 | $3.68M | 3.67% | +20,455+481.9% | Added |
| Candriam Luxembourg S.C.A. | 24,808 | $3.69M | 0.02% | +1,498+6.4% | Added |
| Adage Capital Partners GP, L.L.C. | 24,834 | $3.70M | 0.01% | −345,040−93.3% | Reduced |
| Synovus Financial Corp | 25,258 | $3.76M | 0.05% | −190−0.7% | Reduced |
| Captrust Financial Advisors | 25,320 | $3.77M | 0.01% | −18,621−42.4% | Reduced |
| Wellington Shields Capital Management, LLC | 25,808 | $3.84M | 0.72% | −2,215−7.9% | Reduced |
| Pacer Advisors, Inc. | 26,113 | $3.89M | 0.01% | +631+2.5% | Added |
| Credit Agricole S A | 27,519 | $3.90M | 0.07% | +16,644+153.0% | Added |
| Beacon Pointe Advisors, LLC | 26,253 | $3.91M | 0.04% | +6,806+35.0% | Added |
| Van Strum & Towne Inc. | 26,371 | $3.93M | 1.43% | −245−0.9% | Reduced |
| Linscomb & Williams, Inc. | 26,570 | $3.96M | 0.20% | +270+1.0% | Added |
| Kinneret Advisory, LLC | 26,733 | $3.98M | 0.40% | −83−0.3% | Reduced |
| Ethic Inc. | 26,916 | $4.01M | 0.10% | +15,992+146.4% | Added |
| Maryland State Retirement & Pension System | 29,501 | $4.03M | 0.08% | 00.0% | Unchanged |
| Webster Bank, N. A. | 27,287 | $4.06M | 0.45% | −393−1.4% | Reduced |
| Nordea Investment Management AB | 27,418 | $4.08M | 0.00% | +736+2.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 27,428 | $4.08M | 0.02% | −1,658−5.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 27,493 | $4.09M | 0.01% | +4,840+21.4% | Added |
| Thomasville National Bank | 28,135 | $4.19M | 0.34% | −2,918−9.4% | Reduced |
| Colony Group, LLC | 28,214 | $4.20M | 0.03% | +21,866+344.5% | Added |
| Kentucky Retirement Systems | 28,889 | $4.30M | 0.13% | −1,583−5.2% | Reduced |
| Spectrum Financial Alliance Ltd LLC | 28,949 | $4.31M | 1.68% | −546−1.9% | Reduced |
| Unison Advisors LLC | 29,484 | $4.39M | 0.43% | +129+0.4% | Added |
| Westpac Banking Corp | 29,768 | $4.43M | 0.34% | +27,411+1,163.0% | Added |
| Steel Peak Wealth Management LLC | 29,801 | $4.44M | 0.23% | +11,420+62.1% | Added |
| Lazard Asset Management LLC | 29,900 | $4.45M | 0.01% | +7,734+34.9% | Added |
| Strong Tower Advisory Services | 30,702 | $4.46M | 1.79% | −168−0.5% | Reduced |
| TrinityPoint Wealth, LLC | 30,159 | $4.49M | 0.74% | +100.0% | Added |
| Hantz Financial Services, Inc. | 30,376 | $4.52M | 0.09% | −420−1.4% | Reduced |
| Meeder Asset Management Inc | 30,421 | $4.53M | 0.29% | −9,869−24.5% | Reduced |
| Bessemer Group Inc | 30,455 | $4.53M | 0.01% | +10,480+52.5% | Added |
| English Capital Management LLC | 31,173 | $4.64M | 3.66% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 31,315 | $4.66M | 0.08% | +866+2.8% | Added |
| Gulf International Bank (UK) Ltd | 31,481 | $4.69M | 0.12% | 00.0% | Unchanged |
| Assetmark, Inc | 31,823 | $4.74M | 0.02% | +2,290+7.8% | Added |
| First Hawaiian Bank | 31,883 | $4.75M | 0.15% | −204−0.6% | Reduced |
| Great Lakes Advisors, LLC | 32,275 | $4.81M | 0.04% | +593+1.9% | Added |
| Illinois Municipal Retirement Fund | 32,401 | $4.82M | 0.07% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 32,531 | $4.84M | 0.10% | −24,786−43.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 33,002 | $4.91M | 0.05% | +2,654+8.7% | Added |
| MML Investors Services, LLC | 33,473 | $4.98M | 0.02% | +8,552+34.3% | Added |
| JustInvest LLC | 34,369 | $5.12M | 0.11% | +2,239+7.0% | Added |
| Elo Mutual Pension Insurance Co | 34,728 | $5.17M | 0.12% | +1,426+4.3% | Added |
| Connectus Wealth, LLC | 34,740 | $5.18M | 0.14% | +31,144+866.1% | Added |
| Picton Mahoney Asset Management | 35,159 | $5.23M | 0.22% | +9,794+38.6% | Added |
| Financial Strategies Group, Inc. | 37,802 | $5.43M | 1.46% | +4,643+14.0% | Added |
| Wealthfront Advisers LLC | 37,057 | $5.52M | 0.02% | +427+1.2% | Added |
| Integrated Advisors Network LLC | 37,519 | $5.59M | 0.29% | −2,057−5.2% | Reduced |
| Soltis Investment Advisors LLC | 37,593 | $5.60M | 0.63% | +33,987+942.5% | Added |
| Atria Investments LLC | 38,015 | $5.66M | 0.08% | +3,721+10.9% | Added |
| JTC Employer Solutions Trusteee Ltd | 39,320 | $5.68M | 0.36% | +4,320+12.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 38,509 | $5.73M | 0.04% | −44,892−53.8% | Reduced |
| Van Eck Associates Corp | 38,573 | $5.74M | 0.01% | +6,436+20.0% | Added |
| Nadler Financial Group, Inc. | 39,072 | $5.82M | 0.72% | −160−0.4% | Reduced |
| Azora Capital LP | 40,240 | $5.99M | 0.43% | +40,240 | New |
| PGGM Investments | 40,287 | $6.00M | 0.09% | +38,930+2,868.8% | Added |
| Kanawha Capital Management LLC | 40,550 | $6.04M | 0.48% | −1,852−4.4% | Reduced |
| Huntington National Bank | 40,835 | $6.08M | 0.05% | −5,828−12.5% | Reduced |
| Bokf, NA | 41,857 | $6.08M | 0.11% | +30.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 40,863 | $6.08M | 0.08% | +50+0.1% | Added |
| KWMG, LLC | 41,050 | $6.11M | 0.67% | +238+0.6% | Added |
| Bailard, Inc. | 41,257 | $6.14M | 0.17% | +1,434+3.6% | Added |
| Tritonpoint Wealth, LLC | 49,246 | $6.15M | 0.64% | −2,838−5.4% | Reduced |
| Oliver Luxxe Assets LLC | 41,715 | $6.21M | 1.30% | +10,268+32.7% | Added |
| Cetera Investment Advisers | 42,673 | $6.35M | 0.01% | +32,942+338.5% | Added |
| Stablepoint Partners, LLC | 43,072 | $6.41M | 1.30% | +2,916+7.3% | Added |
| Glenmede Trust Co NA | 43,631 | $6.50M | 0.03% | +16,119+58.6% | Added |
| Creative Planning | 44,517 | $6.63M | 0.01% | +2,786+6.7% | Added |
| Eagle Asset Management Inc | 45,774 | $6.65M | 0.03% | +9,637+26.7% | Added |
| HGK Asset Management Inc | 45,605 | $6.79M | 1.33% | −1,815−3.8% | Reduced |
| British Columbia Investment Management Corp | 45,614 | $6.79M | 0.05% | +1,701+3.9% | Added |
| Nissay Asset Management Corp | 46,056 | $6.86M | 0.05% | +394+0.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 46,974 | $6.99M | 0.03% | −34,888−42.6% | Reduced |
| Continental Advisors LLC | 47,310 | $7.04M | 5.58% | −7,000−12.9% | Reduced |
| Venator Management LLC | 47,585 | $7.08M | 2.10% | +100+0.2% | Added |