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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 1,609 | $240.0K | 0.03% | +7+0.4% | Added |
| PFG Investments, LLC | 1,606 | $239.1K | 0.01% | +1,606 | New |
| Mesirow Financial Investment Management, Inc. | 1,602 | $238.5K | 0.01% | −93−5.5% | Reduced |
| Ruggaard & Associates LLC | 1,600 | $238.2K | 0.11% | −12−0.7% | Reduced |
| AA Financial Advisors, LLC | 1,597 | $237.8K | 0.10% | +1,597 | New |
| Benjamin Edwards Inc | 1,591 | $237.0K | 0.05% | +704+79.4% | Added |
| Cypress Capital Group | 1,576 | $234.7K | 0.03% | +25+1.6% | Added |
| Mission Creek Capital Partners, Inc. | 1,575 | $234.5K | 0.06% | −650−29.2% | Reduced |
| Paragon Private Wealth Management, LLC | 1,572 | $234.1K | 0.14% | +1,572 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,570 | $233.8K | 0.14% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 1,569 | $233.6K | 0.01% | +1,569 | New |
| Seven Mile Advisory | 1,561 | $232.4K | 0.18% | +17+1.1% | Added |
| Arkadios Wealth Advisors | 1,557 | $231.9K | 0.02% | −318−17.0% | Reduced |
| First Trust Investment Solutions L.P. | 1,544 | $229.9K | 0.04% | +1,544 | New |
| Wealth Alliance | 1,543 | $229.8K | 0.03% | +1,543 | New |
| Charter Research & Investment Group, Inc. | 1,534 | $228.4K | 0.18% | 00.0% | Unchanged |
| IMS Capital Management | 1,530 | $227.8K | 0.11% | +1,530 | New |
| Summit Financial, LLC | 1,522 | $226.6K | 0.01% | +1,522 | New |
| Main Street Research LLC | 1,519 | $226.1K | 0.02% | +1,519 | New |
| Trust Co of Virginia | 1,506 | $224.2K | 0.02% | +1,506 | New |
| Buckingham Strategic Wealth, LLC | 1,505 | $224.1K | 0.00% | +1,505 | New |
| Dillon & Associates Inc | 1,500 | $224.0K | 0.04% | +1,500 | New |
| LifePlan Financial, LLC | 1,503 | $223.8K | 0.21% | −43−2.8% | Reduced |
| Hyperion Capital Advisors LP | 1,501 | $223.5K | 0.11% | +1,501 | New |
| FourThought Financial Partners, LLC | 1,500 | $223.3K | 0.03% | +1,500 | New |
| LS Investment Advisors, LLC | 1,496 | $222.7K | 0.04% | +1,496 | New |
| Princeton Global Asset Management LLC | 1,495 | $222.6K | 0.05% | −32−2.1% | Reduced |
| Hamilton Point Investment Advisors, LLC | 1,478 | $220.1K | 0.04% | +1,478 | New |
| Richardson Financial Services Inc. | 1,470 | $218.9K | 0.15% | +1,470 | New |
| MONECO Advisors, LLC | 1,461 | $217.5K | 0.03% | +1,461 | New |
| Caldwell Trust Co | 1,452 | $216.2K | 0.03% | +280+23.9% | Added |
| Washington Trust Co | 1,446 | $215.3K | 0.01% | −1−0.1% | Reduced |
| Private Trust Co NA | 1,441 | $214.6K | 0.02% | −2,265−61.1% | Reduced |
| Portside Wealth Group, LLC | 1,440 | $214.4K | 0.04% | −120−7.7% | Reduced |
| Ethos Financial Group, LLC | 1,434 | $214.0K | 0.04% | +1,434 | New |
| Rosenberg Matthew Hamilton | 1,471 | $213.7K | 0.06% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 1,434 | $213.5K | 0.03% | −129−8.3% | Reduced |
| Marathon Capital Management | 1,434 | $213.5K | 0.05% | +1,434 | New |
| Gratus Capital LLC | 1,434 | $213.5K | 0.01% | +1,434 | New |
| Edge Capital Group, LLC | 1,433 | $213.4K | 0.01% | +1,433 | New |
| Schechter Investment Advisors, LLC | 1,408 | $209.6K | 0.02% | +1,408 | New |
| AJOVista, LLC | 1,404 | $209.0K | 0.57% | 00.0% | Unchanged |
| RVW Wealth, LLC | 1,404 | $209.0K | 0.02% | +1,404 | New |
| Deseret Mutual Benefit Administrators | 1,401 | $208.6K | 0.10% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 1,525 | $208.6K | 0.02% | −425−21.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,398 | $208.1K | 0.03% | +1,398 | New |
| Harvest Fund Management Co., Ltd | 1,398 | $208.0K | 0.02% | +582+71.3% | Added |
| Keystone Investors Pte Ltd | 1,392 | $207.3K | 0.02% | +1,392 | New |
| Applied Capital LLC | 1,379 | $205.3K | 0.17% | +1,379 | New |
| Gallacher Capital Management LLC | 1,377 | $205.0K | 0.10% | −656−32.3% | Reduced |
| Agf Management Ltd | 1,374 | $204.6K | 0.00% | −6,377−82.3% | Reduced |
| HBW Advisory Services LLC | 1,552 | $203.0K | 0.04% | 00.0% | Unchanged |
| Vicus Capital | 1,361 | $202.7K | 0.02% | +1,361 | New |
| Essex Financial Services, Inc. | 1,355 | $201.7K | 0.02% | +1,355 | New |
| CKW Financial Group | 1,375 | $200.0K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,334 | $200.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,342 | $199.8K | 0.01% | +769+134.2% | Added |
| Leonteq Securities AG | 1,336 | $198.9K | 0.03% | −3,703−73.5% | Reduced |
| MCF Advisors LLC | 1,311 | $195.2K | 0.02% | −825−38.6% | Reduced |
| Heritage Wealth Advisors | 1,285 | $191.3K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 1,245 | $185.4K | 0.14% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,208 | $179.9K | 0.01% | +1,208 | New |
| Allianz SE | 1,150 | $171.2K | 0.01% | +1,150 | New |
| Ronald Blue Trust, Inc. | 1,117 | $166.3K | 0.00% | −90−7.5% | Reduced |
| Alta Advisers Ltd | 1,100 | $163.8K | 0.08% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,098 | $163.5K | 0.03% | 00.0% | Unchanged |
| American National Bank | 1,084 | $161.4K | 0.02% | −10−0.9% | Reduced |
| Larson Financial Group LLC | 1,064 | $158.4K | 0.01% | +535+101.1% | Added |
| Evermay Wealth Management LLC | 1,040 | $154.8K | 0.02% | −104−9.1% | Reduced |
| Independence Bank of Kentucky | 1,029 | $153.2K | 0.05% | −25−2.4% | Reduced |
| Sunbelt Securities, Inc. | 985 | $146.7K | 0.02% | +981+24,525.0% | Added |
| Barrett & Company, Inc. | 926 | $137.8K | 0.07% | 00.0% | Unchanged |
| Tompkins Financial Corp | 911 | $135.6K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 910 | $135.5K | 0.01% | +910 | New |
| Laffer Tengler Investments | 892 | $132.8K | 0.03% | 00.0% | Unchanged |
| Rothschild Investment LLC | 890 | $132.5K | 0.01% | +210+30.9% | Added |
| Grove Bank & Trust | 877 | $130.6K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 874 | $130.1K | 0.03% | −5−0.6% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 861 | $128.2K | 0.03% | 00.0% | Unchanged |
| Security National Bank | 850 | $126.6K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 830 | $123.6K | 0.09% | −38−4.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 822 | $122.4K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 800 | $119.1K | 0.17% | −370−31.6% | Reduced |
| GHP Investment Advisors, Inc. | 776 | $115.6K | 0.01% | +3+0.4% | Added |
| Covestor Ltd | 765 | $114.0K | 0.07% | −299−28.1% | Reduced |
| Monetary Management Group Inc | 750 | $111.7K | 0.03% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 744 | $110.8K | 0.11% | +744 | New |
| Mather Group, LLC. | 843 | $110.5K | 0.00% | +843 | New |
| Whittier Trust Co of Nevada Inc | 718 | $106.9K | 0.00% | +75+11.7% | Added |
| First Command Advisory Services, Inc. | 681 | $101.4K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 670 | $100.0K | 0.02% | −123−15.5% | Reduced |
| Anchor Investment Management, LLC | 653 | $97.2K | 0.01% | +18+2.8% | Added |
| Global Financial Private Client, LLC | 631 | $91.7K | 0.04% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 609 | $90.7K | 0.07% | −12−1.9% | Reduced |
| EverSource Wealth Advisors, LLC | 617 | $88.5K | 0.01% | +62+11.2% | Added |
| Toth Financial Advisory Corp | 585 | $87.1K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 577 | $85.9K | 0.05% | −101−14.9% | Reduced |
| Citadel Advisors LLC | 571 | $85.0K | 0.00% | −47,889−98.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 533 | $79.4K | 0.00% | +247+86.4% | Added |
| Financial Management Professionals, Inc. | 532 | $79.0K | 0.01% | 00.0% | Unchanged |